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We are often creating hundreds if not thousands of invoices a day. Our AR invoices are created after a shipment is confirmed. But all of these invoices are being created with a status of “credit hold” is there a way to bypass this step of “Removing Credit Hold” so that I can just release invoices? These sales orders are coming thru with pre-payments so there is never actually a balanced owed.Thanks!

Hello all,How can I convert an opportunity to a customer directly without creating a biz account from it? Thanks.

Hello.I’m trying to create a copy of or modify the AR Aging report. It needs to be run by salesperson but should not include any customers that ARE or HAVE parent accounts. That is, excluding any parent accounts and children accounts. I know I can simply add a parameter to run the report by salesperson, but I am having trouble finding a way to exclude the parent/child accounts.I think I can remove children accounts as those customer IDs are hyphenated so I plan to filter out all customers including a “-.” However, there doesn’t appear to be any fields in the customer DAC that identify if an account is a parent such as “isparent” etc.Does anyone have any ideas for this? Thanks in advance! 

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Samvel Petrosov - Acumatica Community Featured Member for April 2025Meet Samvel Petrosov our Acumatica Community Featured Member for April 2025. It’s great to have you as part of the Acumatica Community ​​@Samvel Petrosov! Save the date: Coffee & Code - Modern UI Apr 22Join us for the first Coffee & Code event of the year - Modern UI, a webinar where Acumatica’s Varthini Bhaskaran and Vignesh Ponnusamy dive into the modern UI and best practices. Moderated by Ekaterina Androsova. Grab a coffee and let’s talk code!Tue, Apr 22 - 11:00 AM - 12:00 PM PDTRegister here: Teams Webinar Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatic

In project accounting, is there a report that shows employee hours and the corresponding billed amount by project? On our billing rule, we are generating a billing detail for each time detail. Ie. no aggregating.On the AR invoice, we see individual details corresponding to each time activity; however, it does not contain the employee ID/information. Does anyone have a way of showing the hours and amounts information on one report?

Making a POST request to the endpoint /entity/Default/22.200.001/Payment/VoidPayment with the body like "Entity": {"id": payment_id,"Hold": false,"Branch": “branch_name”,}returns a 204.  We expect that this will actually void the prepayment, but the prepayment is still active.  Is there any changes that should be made to this request to make it succeed or at least return an error

Hi there,I am new to Acumatica. We are currently running a system email account in Acumatica. We want to move to having individual email accounts set up in Acumatica. At the moment, a test user account and email were created in Acumatica and Office 365. In system email accounts, I made an email account ID and name, POP3 Incoming mail server outlook.office365.com, outgoing smtp.office365.com, incoming server port 995 outgoing 587, TLS for encryption. Timeout 2 Mins; however, when testing, it fails. All ports are open on the Office 365 side. I want to seek guidance on how to get this test account operational in Acumatica. Thank you in advance for any help and advice. 

While trying to edit the production ticket, I created two footers for group1. My goal is to put groupFooterSection3 at the bottom of the page, but the report designer automatically creates a page break between groupFooterSection1 and groupFooterSection3. Does anyone know why this behavior is happening, or how to fix it? I attached some screenshots of the two sections and the preview. From the preview, we can see that there is plenty of room to add the groupFooterSection3 to the bottom of the page, but it instead adds a page and places that section at the bottom of the new page. 

 Hi,I'm experimenting with moving transactions from Project A to Project B.However, as soon as I enable POST transaction to GL, it gives me an error.Yet the project and tasks exist, and the accounts in the original transaction belong to account groups. As a trial and error, I tried to do the following for the accounts:[debit account]  & [credit account] "use source" & "use source","use source" & "Debit source""Credit source" and "use source","Debit source" "Credit source"This didn't work either way.What am i doing wrong?     

Hello everyone, I am developing a custom screen and ran into an issue. I have set up PrimaryKeyOf on the parent DAC, and ForeignKeyOf + PXParent + PXDBDefault on the child DAC, but this does not show up on the DAC schema browser. I noticed this because my PXFormula(...SumCalc<>) was not working.Parent DAC:[Serializable][PXCacheName("NPDHeader")][PXPrimaryGraph(typeof(NPDApprovalEntry))]public class NPDHeader : PXBqlTable, IBqlTable{ #region Keys public class PK : PrimaryKeyOf<NPDHeader>.By<projectNo, productTitle> { public static NPDHeader Find(PXGraph graph, string projectNo, string productTitle, PKFindOptions options = PKFindOptions.None) => FindBy(graph, projectNo, productTitle, options); } public static class FK { } #endregion #region ProjectNo [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = "")] [PXUIField(DisplayName = "Project No", Enabled = false)] [AutoNumber(typeof(ISOSetup.autoNumberingNPDApproval),

I have been a developer on our company’s Acumatica Cloud ERP instance for about 8 months, and we publish new updates weekly by unpublishing all customizations and then republishing all of the customization projects. We have about 50 total. 2 of our last 3 publishes resulted in the site completely crashing. The header and sidebar were still showing, the search was still working, but the body of every screen was blank. I was able to access the trace through the URL, and have attached a screenshot of the error below. I can ensure that DMCMethods (a custom namespace) was absolutely deployed along with all of our other customization project files. The fix both times was to contact support and wait for them to restart the server. Once the server was restarted, the customizations were already published and functioning as expected.Has anyone had a similar issue and know of any solutions? I’ll also link a similar post from a year ago that addresses a similar issue.Similar Issue:  Thanks ahead o

Hello all,I have been working on ACH export scenario. And I am not able to setup the file name in the format as:ACH_MMDDYYYYHHMMSS.txt The current format:=Format( 'ACH{0:MMddYYYY}-{1:00}.txt', [Document.TranDate], [Document.BatchNbr] )

Hi AllI’m totally new to customizations, I followed a few guides online and was able to add custom fields on our PO screen (see screenshot attached).What I would now like to accomplish is linking dates on the document section of the PO screen with the details section of the PO screen, meaning when a date field is populated on the document section the corresponding date field in the details section is populated as well. Similar to how the ‘Date’ and ‘Promised On’ fields on the document section are linked to the ‘Requested’ and ‘Promised’ fields in the detail section.I have two custom fields ‘ETA GY’ and ‘Back Order Date’ on the document section and would like them to be linked to the ‘ETAGY’ field and ‘Back Order Promise Date’ fields (also custom fields) in the details section respectively. Also, the ‘Back Order Promise Date’ field can only be populated if the ‘Back Order’ checkbox is ticked (another custom field).Any input is greatly appreciated.ThanksAmitCustom date fields and checkbo

Hi all,I'm attempting to create a Bill in Acumatica using the REST API, but I keep running into this error:Receipt Line 000026 - 2 not found.If I select lines 1 and 3 the bill gets created, but for other lines I get the error.Request Body: {  "Vendor": { "value": "V000000001" },  "Date": { "value": "04/17/2025" },  "PostPeriod": { "value": "04-2025" },  "DueDate": { "value": "05/17/2025" },  "Hold": { "value": false },  "Details": [    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 3 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 2 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 6 }, "POReceiptType": { "value": "Receipt" } },    { "POReceiptNbr": { "value": "000026" }, "POReceiptLine": { "value": 1 }, "POReceiptType": { "value": "Receipt" } }  ]}Request URL: Put Request- http://localhost/AcumaticaT100/entity/Default/24.200.00

Hi AllIs there any workflow in Acumatica to have multiple requsitions from the same vendor be added to one purchase order?ThanksAmit 

I'm trying to get a BQL union to work per this help page... Performing a Union Operation in BQLThe BqlTableMapper example doesn't work for me because Map() is not a member of BqlTableMapper or IBqlTableMapper so it doesn't compile, and the second parameter to the BqlTableMapper type is expecting an IBqlFieldMappingResolver - which the class  isn't.  So then I tried to use the BqlFieldMapper example, and that mapper definition seems ok because there is a Map() member.  However, when I then try the MappedSelect with my BqlFieldMapper classes, the compiler says they need to support IBqlTableMapper. All MappedSelect type derivations seem to only take an IBqlTableMapper.Anyone try these examples before and get them to work?  How did you define your table and/or field mappers and get MappedSelect to work?Looks like this post from months ago is similar and is unanswered so far…   

Is there a way to turn off the cross referencing on vendors/inventory items? We use one inventory item for non stock items.  It keeps pulling in the price or sometimes the alternative id which is not helpful for us because the price is always different and we use the alternative id for Serial#s. 

Hello,I have created a report for our sales reps which summarizes any sales ordrers that have been entered that they are elgible for a comission on.  I would like to create a business event that sends this report out on a weekly basis for the orders that were entered during the previous week.   I have only been able to make this work if I create a unique Business Event & Email Template for each sales rep,  however in my opinion that is not every efficient or elegant.    Ideally this could be done with a single business event and email template, however I have been unable to get the system to generate a distinct email for each sales rep.   Currently my business event has trigger conditions that filter the sales order date range and the salespersonID from the Sales order Line.   Then on my email template, I have set the salespersonID as a report parameter along with a date range.      Would appriciate any feedback on how I could improve this process. 

I am trying to add a report to a screen via a Customization Project, however, despite following the instructions I could find online, the new report doesn’t appear as a option. Here is the screen shot of the action I created. How can we get this report to be selectable straight from the Move Screen?

I’ve seen marketing literature (for Advanced Expense Management) that states Acumatica can send push notifications to users when a Bank Feed item shows up without a matching Expense Receipt in the system.Is there an implementation guide for this? My assumption is you need the following:A bank/credit card that uses Plaid and sends cardholder information/name to the feed Corporate cards set up in the system and matched to employee Corporate Card matching set up in the bank feedIf this question is answered elsewhere, please let me know. Thank you in advance!

The following error occurs when I try to create an expense receipt using the REST API. Could anyone help with this?Error: error: "Inserting  'Expense Receipt' record raised at least one error. Please review the errors.; TranDesc: 'Description' cannot be empty.".Body:{    "Date" : {"value" : "04/17/2025"},    "ExpenseItemID" : {"value" : "MEAL"},    "Details": [        {            "Description" : {"value" : "Team outing"},            "Quantity" : {"value" : "2"},            "UOM" : {"value" : "PIECE"},            "Amount" : {"value" : "175"},            "Currency" : {"value" : "USD"}        }    ]    }

Hello community,Is there any option/workarounds where I can a add a long text that states details about the customization package.The text would be related to functionalities of what elements have been modified using this customization.I know about the description field in the Customization Projects (SM204505) screen. But is there any other way where I can add the whole? maybe in the Project Editor?Thanks.

Dear all,We have set up the locale in two languages. I used to define stock item descriptions in both Vietnamese and English. However, I haven't been able to identify the tables that store the English translation data.The same issue applies to Credit Terms.Thank you very much!  

When setting up a new item in Inventory, what is the maximum field length and are there any character restrictions such as spaces, @, #, *, -, etc.

Can you please demonstrate, or point me to documentation for the addition of Cash Transactions programmatically?Accounting is currently appending credit card fees to their ledger by manually (UI) adding a Cash Transaction (CA304000) at the end of the period for the sum of all fees collected.I have been asked to create this same transaction through the api. Usually, between the screens, and the api documentation, I can come up with the end points, but so far I have been unable to figure out what these are.I have noticed that JournalTransactions can be created directly from the api, but only in the GL module. When accounting releases these existing Cash Transactions, they result in CA module JournalTransactions. These can not be added through JournalTransactions, but it’s the only way I have found to affect the transactions directly at all.