Discussion Forums

Hi, I am creating an import scenario for import bank transactions screen to import a csv file as my data provider. I was hoping to get answers to a couple of questions below please.In my csv file, I have a Beginning and Ending balance column which I think is wrong because you only enter them once in the UI. You don’t enter them line by line. How should I include my beginning and ending balance in my CSV file?    CSV file with Beginning and Ending Balance  In the above screenshot, the Amount column goes to positive and negative goes to disbursement. I’ve attached my import scenario. However, it is giving me an error below.    

According to Shopify Support Team, Shopify's API access tokens for merchants using the client credentials grant will expire every 24 hours starting January 2026.And Legacy custom app connections still rely on static API access tokens and secret keys without a refresh flow.Since the Acumatica public app uses OAuth for authentication, the token refresh mechanism would typically be part of the OAuth flow, however, the available Acumatica documentation and Shopify release notes do not detail any Shopify-specific token refresh implementation on the connector side.Please confirm whether the Acumatica connector handles the 24-hour token refresh automatically or if manual intervention is required. 

Since the update to 24R1 we’re experiencing an issue with Template Items’ BigCommerce Qty Unavailable setting behaving as “Set as Pre-Order” instead of our BigCommerce Default setting (which is “Do Nothing”). This only affects template items. (Stock items behave as expected.)This results in these items being made available to customers on our website as pre-order despite us having no intention of allowing pre-orders. I’m just checking to see if anyone else is experiencing this issue and if it’s been raised at all yet.I’ve attached some screenshots for visualization.Default BigCommerce Inventory SettingsInventory Settings for Specific Template Item (to show no settings a

I need to transfer funds from one bank account in 1 currency to another bank account in a different currency. I can’t have a funds transfer or a journal entry with accounts that have different currencies. Is there a way to do this? 

Hello! I have successfully configured Acumatica Projects to order stock item to the Project. The item is correctly related to the project and the project has the material cost. The question is this: we are not invoicing a customer, we are using the material for R&D project.  The material needs to get expensed out of inventory (both the physical on hand quantity and the GL inventory account). I am not finding a way to accomplish this (I have some work around ideas but feel there should be an “out of box” process/solution for this).  Thank you to whomever is able to provide some ideas here. (Client has Projects only - Construction not included) 

I would appreciate some help please.I am trying to close old Sales Quotes (Screen: CR304500).I have found that doing it via the Sales Quotes screen errors all the time because the quote is linked to an opportunity.  I then tried to do it via the Opportunity screen.  The import ran and said complete but it did not change the status of the quote, it did nothing.I have also tried to update the expiration date using very similar scenario and it also said complete but did not update the date.Can these type of changes be done using import?Here is my scenario: 

Having issues trying to Import the Acumatica Endpoint as a Postman collection.It was working in previous but now it appears to start making the collection, then it disappears and shows Import Failed.I’m thinking it is to do with the size of the collection as I can create a small custom Endpoint and it imports using the JSON/Swagger/URL data, but trying to use the full Default endpoint fails. Any other ideas or workarounds to try?

I am trying to create a role for an ECommerce administrator, who needs access to only update the stock item descriptions (body) in Acumatica.  The rest of the screen’s fields must be inaccessible for her to change.I can only find a container element for “description”, and I think this will be for short description (name).  Any ideas where I can find the container and container element for the body description? 

I have a custom button on the SO301000 screen above the grid. I need to move it over so that it sits next to the Add Items button in the Modern UI. How do I place my button after a specific button? See screenshot below for placement.This is the typescript I have to get the button to show up on the screen above the grid. Now I just need to move it to the left.export class SO301000_PBCoreProcessing_converted {  PBCPOpenCoreReturnDetails: PXActionState;}export interface SO301000_SOLine_PBCoreProcessing_converted extends SOLine {}export class SO301000_SOLine_PBCoreProcessing_converted {  PBCPOpenCoreReturnDetails: PXActionState;} Thank you,Laura

Hello, Has anyone ever added a Vendor Ref # to the ACH export file? I do see this AddendaInfo.APInvoice_InvoiceNbr field but when I add this field value the export always returns a formula error (even if no formula present, tried removing formula all together).  Thanks, Eric 

We just recently updated to version 2024R2 and since then have found our MRP generation is not consuming the forecasted demand.  For instance our forecast for January 2025 has already been consumed by SO that exceed our forecast.  However, MRP is planning to the original forecasted demand.

Does any one have a list or tell me where I can find the 2 letter abbreviations for the POorder.Ordertype field?  I have searched the online help but was only able to find the list of the docType for AR and AP. 

Hello, We are moving to 25R2 soon and in our sandbox testing, we have a single Javascript customization to simply change the label of “Note” to “Warehouse Notes”.  We get no errors when publishing but the change isn’t happening.  We assume it’s due to the Modern UI.  Can anyone point me in the right direction of what I need to change in order for it to work?   Here is the Script:document.addEventListener('DOMContentLoaded', function() {        const notesElement = document.querySelector('#ctl00_usrCaption_tlbDataView_ul .toolsBtn[data-cmd="NoteShow"] .toolBtnNormal');     if (notesElement) {         notesElement.lastChild.textContent = 'Warehouse Notes';      } });

The client has esign (docusign+acrobat) integration with acumatica as a customization project. How to identify if this esign is enabled in mobile application also ?  Where to check for this information on the Acumatica instance?

Hi AllWe have Purcahse Order approvals enabled in our environment (24R1).Our PO screen was modified to include a few custom date fields (see image attached) that would need to be populated at different times based on the shipment from the vendor such as estimated shipping date, customs clearance date, etc. Everytime a date has to be entered in one of these fields, the PO has to be placed on hold. When it is taken off of hold, the PO requires approval again. Is it possible to have these dates changed and not require approval when the PO is taken off of hold? Maybe by tweaking the conditions of the approval map or having multiple approval maps?ThanksAmitCustom fields on PO screen where dates need to be entered at different times 

We have a vendor for whom we paid multiple invoices in one payment batch. Therefore, there is only one payment reflected in ACU. However, the payment amounts for each invoice withdrew from the cash account individually, so there are now multiple bank transactions that match to a single payment. Acumatica allows you to select multiple payments to match to a single bank transaction, but it does not appear to work the other way around. Does anyone know a way to get this to work that I may be missing, or a handy workaround? I would like to avoid voiding and recreating the payments if I can, but let me know if that is the only way.

Does anyone have a report suggestion for getting invoiced and entered orders within the same report (attached) without having to rebuild all the structure.

Hello!I’m required to hide multiple transactions on the Process Transaction form and is there’s a way that can be done through import scenarios?Thank You!  

Hi Team,Using PXDatabase Select query, trying to fetch recordsList<Table> imgAllprocessed = PXDatabase.Select<Table>().RowCast<Table>().ToList();Could you please help to add Where condition to filter records 

Hi Everyone, I am trying to create a GI that will breakdown the “Actual Amount” of the material account group on the Balance Tab of the projects’ profile, since I noticed the actual amount includes the cost consumed after LC adjustments or any form of adjustment after the PO receipt/INreceipt, Anyone with any idea on how I can achieve this?

Hello everyone,We have an inventory item with the tracking method set to “Track Serial Numbers”, which allows users to manually enter serial numbers.We recently added a feature for some inventory items to auto-generate serial numbers from a numbering sequence on the Save action.However, when trying to assign the generated serial number to the Lot/Serial Number field during Save, we encounter the following error:“Key field cannot start with a leading space.”We are confident that the serial number generated from the numbering sequence does not contain any spaces.Could someone advise on the correct approach to assign auto-generated serial numbers to serial-tracked inventory items on Save without triggering this error?Thank you in advance! protected virtual void POReceiptLine_RowPersisting(PXCache sende

I have created a 12-Month Profit and Loss Report and I want the columns to print on each page of the report.Page 1 (Descriptions and months 1-6) Page 2 (Descriptions and months 7-12)I have to be missing something. Any help would be appreciated.  

On the "Stock Items" screen IN202500, side panels "Item Sales Prices", "Item Vendor Prices", "Inventory Summary", "Inventory Allocation Details", "Inventory Transaction History", and "Dead Stock", the "Inventory ID" field is not able to be changed 25R2. In 2024R1 thee sub-panels open with the selected stock item applied in the filter, but the user is able to change the Inventory ID once the side panel opens.I tried to review the release notes from 24R2 to 25R2. But there is no information about the function change. Did anyone aware about this change?24R1:Here we have selection option,25R2:Here the selection option is removed 

Our financial officer requested a GI/report that allows him to see the amount of money we spent on goods for each month for each branch. I have gone around and around with APPayment, APTran, and APInvoice tables and I haven’t been able to find a way that allows me to getPayment Date (when the check was printed), Payment amount, which inventory items this payment was associated with (I was using the APTran table for this), and Branch (based on the APTran table)It seems like the inventory ID dissapears as soon as a payment has a closed status. I need the inventory ID in order to filter out which items are not goods or cost of good inventory items. Unless there is another approach that I am not utilizing. 

Hi all,Does anyone know how to change / update the date that Acumatica uses to calculate the dead stock? As it stands, i can run a dead stock report - not selecting any days - by warehouse and items show up.I want to see what the date that Acumatica is comparing the items against to determine dead stock.*Note: I did do a search on the community and didn’t see an answer to this. :)Thanks!Joseph