Discussion Forums

One of our team has entered a prepayment into the Receivables Payments and Applications area.This was done in error, as no prepayment was received, so the entire transaction needs to be voided/deleted.If we simply VOID the entry/transaction. Will this eliminate from the customer Aging, as well as the General Ledger?  Our concern is what it might do to the customer history and aging.Thanks!

The Require Single Document per Document checkbox is not checked in AP Preferences.  I also cannot find any customization or business event that would populate the Project field on the header of an AP Bill.We have added the Project field (APInvoice.ProjectID) to the Bills and Adjustments primary list and here is an example of what we see:These four records happen to be for the same vendor and there are additional records with company WESTMIN that show Project X.The Detail line for both of the LPC bills has an active Project.  We are on version 23.210.0017.If anyone has an idea why or how the Project in the header is being updated, please respond.

HOW KNOW WHAT ITEM IS IN A CONTAINER

Hi Everyone,We’re in the process of onboarding acumatica platform company-wide and I would love to hear from those who have successfully implemented similar rollouts. We are nervously excited. We are a small business roughly 100+ employees Operations, Wearhouse, service etc. Specifically, i am interested in any best practices, challenges to anticipate, and any insights on training and adoption strategies.If you’ve gone through this process before, i would really appreciate any lessons learned. Looking forward to your thoughts!Thanks in advance,

I’m not sure how to create an “Event” on this site, so I’m posting it here. The Acumatica Summit is coming up in a couple of weeks and it’s always a crazy time, with so much to learn. So much in fact, that no one person can take it all in. Since no one person can take it all in, we’re doing a live broadcast on Wednesday, February 05 at 1:00pm Eastern Time, the week after Summit, to digest what we learned, share new Acumatica 2025 R2 features that we like, etc. For those who won’t be there, like ​@Kandy Beatty (wait, you really won’t be there?!?), this live broadcast will also be a healthy antidote to Fear of Missing Out (FOMO) disease 😀 I’m tagging others who are active on this site and who I’m sure would have a lot to contribute to the discussion ​@Laura02 ​@Naveen Boga ​@Manikanta Dhulipudi ​@darylbowman ​@aaghaei ​@vkumar ​@meganfriesen37 ​@angierowley75 ​@jinin ​@dcomerford ​@BenjaminCrisman (hey Ben, maybe we could broadcast from the same location since we live near each other!)

Hello,One of our people posted an AR payment in the wrong amount (I surprised the system didn’t give a warning that the payment amount entered did not match the AR invoices loaded). Then he did a payment void but did that to the wrong period. So I am looking on how I can fix that so the GL matches the subledger. I can’t reclasify the batch because that does not correct the AR subledger. I can reverse the Journal transaction but again that only address GL and does not correct the AR Subledger. This is the second type of mistake that has been made that I have essentially been told “sorry once its released it can’t be fixed” which does not seem correct. So thought I would reach out to the community.  Thanks

I am needing to clear our entire AP subledger. I am testing the most efficient way to do this and initially thought I would create a new Cash Account (Clearing Account) and Payment Method for this purpose. My goal was to issue a mass (dummy) payment against all invoices which would get posted to the new cash clearing account, as it is not a real payment. I have everything set up but when I open Prepare Payments, the cash accounts do not appear in the dropdown once I have selected my Payment Method.You can see that these cash accounts appear under this payment method:The payment methods also appear under the Cash accounts - example below:Any idea why these don’t show up in drop down? Is there a different approach I should be taking for clearing out the AP subledger then doing dummy mass payment?

So we have balances on the AR that were for additional Retainage (HOLD BACK, RETENTION, etc) taken.  Most popular is that on the initial invoice of $50,000 there was no Retainage billed as per our sales department, so viola 45-60 days later the customer pays the invoice minus the 10% of $5000 (plus HST).  Now we have the short payment on the AR, and its aging away.Is there a way to do a credit memo that will take the $5000.00 out of the AR and put it in the Retainage held and it can be released with the others when they are paying it? 

I am trying to set up and activate customer contracts via import scenario using the import scenario below but I’m getting an error. What is missing?The contracts have already been created and I’m just trying to run the set up and activate process. 

I’ve created a Sales Order and assigned it to a Project. At the line level, I have both Stock and Non-Stock Items, each assigned to a Project Task. The invoice has been successfully processed for the Non-Stock Items. However, I’m unable to process the shipment for the Stock Item with quantity and zero value.The issue arises because the system doesn't allow stock allocation, showing that the quantity will go negative, even though there is enough available for shipping. This only happens when a Task ID is assigned to the line item. Without a Task ID, it doesn’t allow saving or shipping, as the Sales Order is associated with a Project.Can anyone help me understand what I might be doing wrong or missing in this process? Appreciate your expertise!

Hi,I have created few custom fields on Invoices form and allowed them to update through the code. then added them to the workflow to set them as editable at any time.below is the DAC field and the extended graph code. // DAC field public class ARRegisterExt : PXCacheExtension<PX.Objects.AR.ARRegister>{ #region UsrBillStatus [PXDBString(4)] [PXUIField(DisplayName = "Bill Status", Enabled = true)] [PXStringList( new string[] { BillStatus.WorkInProgress, BillStatus.BillAtProduction, BillStatus.BillAtSubcontract, BillStatus.ForwardToFinance, BillStatus.PaymentReceived, BillStatus.ReturnToProduction, BillStatus.JobDeleted }, new string[] { TextValues.WorkInProgress, TextValues.BillAtProduction, TextValues.BillAtSubcontract, TextValues.ForwardToFinance, TextValues.PaymentReceived, TextValues.ReturnToProduction, TextValues.JobDeleted } )] public virtual stri

We have a request from someone who would like an SQL backup of their data to give to an analyst to run Power BI on it.We will be doing a backup in SQL Server Management Studio, and FTPing a .BAK file.We don’t want them having access to any of the customizations that we have written and published. So, we need to remove them from the SQL Server database. Where do I need to go to scrub all of the published data. I know I need to remove any usr field we have added. I already have a script for that. I need the rest of it.Just looking in the database file, I see:CustProject which has a structure of:      [CompanyID]      ,[ProjID]      ,[Name]      ,[IsWorking]      ,[Description]      ,[CertificationStatus]      ,[CertificationWarning]      ,[CertificationStatusDateTime]      ,[DevelopedBy]      ,[Hash]      ,[CreatedByID]      ,[CreatedDateTime]      ,[LastModifiedByID]      ,[LastModifiedDateTime]      ,[ParentID]      ,[tstamp]      ,[Level]      ,[NoteID]      ,[SnapshotID] But that doe

This is how the report looks like when I run it now:  I’m trying to get the report to run without duplicating the header of every inventory item separately. I had previously grouped by first the Vendor, and then grouped them by inventory ID so multiple purchases of the same product sums up and we see the total amount.  How can I remove the header from showing up before each inventory item?

I'm overriding the Persist method in the Invoices and Memos (AR301000) screen.  I'm using a foreach loop to update the unit price of an item. However, the loop is executing twice, resulting in incorrect calculations.  The values before calling baseMethod() are correct, as verified using PXTrace.  Therefore, I suspect the issue occurs during the execution of baseMethod(). I've tried various approaches to resolve this, but none have been successful. How can I fix this?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you! [PXOverride]public virtual void Persist(Action baseMethod){PXResultset<ARTran> TransactionLines = PXSelect<ARTran,    Where<ARTran.refNbr, Equal<Required<ARTran.refNbr>>,    And<ARTran.tranType, Equal<Required<ARTran.tranType>>>>>    .Select(this.Base, currentView.RefNbr, currentView.DocType)                var multiplicationFactor = contractExt.UsrAdjustmentDays //Custom field where use

​Hi everyone,I'm experiencing an issue with the french translation of a field I added using a DAC extension. I thought I had done everything right, but my implementation isn't working (the english term is displayed instead of the french one) and I can't figure out why.Version : Acumatica 24R114. 1°) The Field declaration in its DAC : #region CegEStatus[PXDBString(50, IsUnicode = true)][PXDefault(PersistingCheck = PXPersistingCheck.Nothing)][PXUIField(DisplayName = "Electronic Status", Enabled = false, Visibility = PXUIVisibility.SelectorVisible)][EIStatuses.List]public virtual string CegEStatus { get; set; }public abstract class cegEStatus : BqlString.Field<cegEStatus> { }#endregion 2°) EIStatuses list attribute configuration    public class EIStatuses    {        #region Constants        /// <summary>        /// Published when the invoice has been uploaded to eFacture        /// </summary>        public const string IUploaded = "100";        /// <summary>      

Hello Acumatica Community,I am working on a customization where I modify the InventoryID field in INTran. The customization works fine on the Transfer (IN304000) screen, but when applied to Receipt (IN301000) and other screens, the InventoryID selector appears empty.Here is my code:[PXNonInstantiatedExtension]public class IN_INTran_ExistingColumn : PXCacheExtension<PX.Objects.IN.INTran>{ #region InventoryID [PXDefault()] [StockItem(DisplayName = "Inventory ID")] [PXSelector(typeof(Search2<InventoryItem.inventoryID, InnerJoin<InventoryItemCurySettings, On<InventoryItem.inventoryID, Equal<InventoryItemCurySettings.inventoryID>>>, Where<InventoryItemCurySettings.dfltSiteID, Equal<Current<INRegister.siteID>>>>), typeof(InventoryItem.inventoryCD), typeof(InventoryItem.descr), SubstituteKey = typeof(InventoryItem.inventoryCD))] public int? InventoryID { get; set; } #endregion}Ques

Dear ALL,How to process a "Purchase with immediate payment" transaction without posting to the "Accounts Payable" account? Best Regards,NNT  

I see how to change labels on actions at this topic:However, buttons in the grids don’t show on the Actions menu.I am trying to abbreviate some buttons on the SO Grid because the Biz-Tech buttons get pushed to the right and don’t display without clicking the down arrow on the grid menu.  I tried changing the text in the project editor, but the change does not “stick”.Do I have to override the action in VS and change the label there?  

Hi everyone , I’m seeking help for this issue to balance our Profit and loss Report In our Inventory Preference their is one Reason code only for Return and issue including the transfer so every time we do a transaction for  ( return , issue , transfer  ) only one GL account  is allocated for this transaction , so the Debit and Credit keeps up when call the ending balance in our report  The problem is we can set only one GL Account in Inventory Preference  for Issue / Return / TransferHow to de we fix this ? Thank you Acumatica Family 

Hi all,I’m calculating labor cost for a generic inquiry using this:=Round( CInt( [AMProdTotal.ActualLaborTime] ) /60.00 , 2 ) * 47.33But, I would like change that default rate if the following user names are true:=iif(InStr([CreatedByUser.Username], 'barcode')>0 or InStr([CreatedByUser.Username], 'slitter')>0, Cint([AMMTran.LaborTime]), 0)Is there a way to say, labor rate is 94.66 if username contains “X” or “Y”, otherwise labor rate is 47.33? Also, I’m trying to calculate the labor time here based on username, converting the minutes into hours, but I have this messed up! (probably the parentheses!) Any ideas?Thanks for any input!

Is it possible to configure a user to block the release button in transfer process?

Hello,I noticed that various instructions, including the latest 24R2 developer release notes, specify that the URL for the generic inquiry-based OData interface is:<Acumatica ERP instance URL>/t/<TenantName>/api/odata/giThe I300 university video and the only way it works for me is:<Acumatica ERP instance URL>/OData/<TenantName>/<giname> The latest help.acumatica.com article specifies using the /api/odata method as well, even though I have never seen that work.Thanks! 

I’m having a problem getting the Accrual Sub on my PO Lines - When PO lines are added using the “Add Items” action the Accrual Sub is populated, when the same item is added using the “+” the Accrual Sub is missing…  

I created a simple business event with trigger condition that whenever my GI has new line, it should send email notification. I created a simple GI to test it but somehow it is not triggering no matter how I change the GI or BE condition. My GI has the following fields, with condition that only when a field is not blank, the record will only be inserted into the GIFields in my GICondition when record should be inserted My Business Event Trigger Condition 

Context: We are in the export business and use a system called ACu to manage Blanket Orders, which include multiple Child Orders, each representing a full ocean container load. We ship these containers together and prefer to consolidate all Child Orders into a single invoice for each shipment.Current Practice: We receive deposits for Blanket Orders before knowing exactly how many containers will be shipped together. To keep our invoices consolidated, we wait to apply these payments until after the invoices are generated.Issue: We want to start applying these payments to Child Orders earlier to better manage our financial records. However, when we apply payments in advance using ACU, it automatically creates separate invoices for each Child Order instead of one collective invoice.Query: Is there a setting or an alternative method within ACU that allows us to apply payments to Child Orders before invoicing, while still ensuring that all these orders are billed on one consolidated invoice