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Hi all, I have a prospect who uses Exaktime for time reporting and imports that data via AccountLynx into ADP for payroll, he says this “connection is unreliable.” Has anyone experienced issues with data import from Exaktime to Acumatica? Any help/feedback is greatly appreciated, thanks in advance!

Hi Guys,I have not built an import scenario before.  I need to create a scenario for importing credit card payments into our system so that we dont have to have someone key in all of the credit card payments manually.Can someone suggest where I might find good information on how to create an import scenario from scratch to accomplish this as the canned one seems to have fields in it that do not exist, so I need to modify it or create a new one.   As always, your thoughts would be greatly appreciated.

I'm currently working on SDK tests and need to interact with various Dashboards. The SDK README file provides instructions specifically for Dashboard DB000038, which is functioning correctly on my end. However, I’m unable to access any of the other Dashboards.My question is: do we need to generate wrappers for the other Dashboards? If so, what is the correct process for doing this, as the Class Generator does not generate them? Alternatively, if wrapper generation isn't required, how should I access these Dashboards?Thank you!

Hi, We are trying to create an import scenario to mimic pushing the ADD INVOICE button on RC order types. We are trying to select a certain item from a certain AR Invoice. The issue we are having is trying to select or check the Selected box on the Add Invoice Details pop-up. The pop up box is looking for the Add & Close button but that is not available as a dialog answer selection. Here is an image of the Import scenario. It is also attached.   

I created a Dashboard. But I get this error in KPI Widget. Any idea of this .The GI Works Fine BTW.  

Hi Team, When putting a bill/adjustment  i am specifying my tax catagory, but its just defaulting to the default tax cat set on the tax zone id on the vendor.  No matter what i do.if i set the vendor tax zone id’s default taxcat  to nothing, i get no taxcat on the bill lines.Working with overheads for now, with no inv code on lines!  (PO is fine because you select tax cat on the line items in the PO.)ive tried adding these to the header also;        "IsTaxValid" => [ "value" => false],       "TaxZoneID" => [ "value" => "MYWANTED ZONE ID"],confirmed my tax catagories exist in the tax zone used...and my detail lines as follows;"InventoryID" => ["value" => null]"LineType" => ["value" => "MiscCharge"]    - was told to add this by GPT, no effect"UOM" => ["value" => "EA"],   - UOM mandatory for tax apparently"TaxAmount" => ["value" => number_format((float) $InvoiceLine['TaxItemAmount'],5,".","")]   - tried with or without this"TaxCatagory" => ["value" =

Hello - Looking to see if anyone has an AP Aged Period Sensitive as a Generic Inquiry?

We have a number of COD customers, this means that they have payment terms stating 0 days (nothing to do with their actual payment method).  Essentially we want to create an invoice for them (showing their details) that must be paid instantly.  However, any invoice immediately goes onto credit hold, due to their credit verification being days past due.  What is the best way to manage this, that ensures:Any invoice becomes due immediately No credit hold needs to be released when creating the invoice

I was making some changes to the Project Issue report and now it is completely inaccessible. Usually if there is an issue I can go back to a previous version, but the system isn’t even allowing access to the screen where I can select an inactive version. When I click on Project Issue Form under Project Management/Reports, I get the “We’re sorry an error has occurred...” message. When I click on show trace it tells me the error is 'Element' is an invalid XmlNodeType.I also tried opening the report directly from report designer and receive an error message there stating “The designer loader did not provide a root component but has not indicated why.”How do I fix this? Any suggestions would be appreciated.Thank you! 

Hello Guys, I would like to add the proforma invoice type to this drop down. Hope you can help me :) 

We recently had a vendor change how they were selling some of their material and we wanted to update the Conversion Factor on the Stock Item to match the changes. Currently the material is on several orders and it errors saying “The unit conversion cannot be modified because it is currently in use in the following document -***”. Is there a way around this without having to remove the material from all the Purchase and Sales orders or some way to make it apply going forward or is removal the only way?

Had this issue at first, replaced the table and then got this issue after. what would be the equal to this table in acumatica? Client upgraded from 23R1 to 24R2 and started to have issues with these reports that worked before

Hi all,I was wondering if there’s any way to configure a tax code with Net/Gross amount entry on AR invoices and AP bills respectively. For example, I’d like the calculation rule to be inclusive line-level for output VAT, and exclusive line-level for input VAT. Is there any way to achieve that, other than creating 2 tax codes?Thanks! 

CASE:A purchase receipt #66 has been matched to an invoice #77, when I do the return for this purchase receipt, Acumatica generated a return #88 directly, Acumatica doesn’t require the matched invoice #77 to be reversed. So in the end, I returned the goods to the vendor through purchase return #88, but I can still pay the invoice #77 to vendor. This is very dangerous.Also if I don’t reverse invoice #77 and do the purchase return #88, GRNI account will not be correct, it has two debit amount, one from invoice #77 and the other from purchase return #88.Any comments or experience why Acumatica doesn’t force the matched AP invoice to be reversed before doing the associated purchase return? Thanks!   

Hey Team,AP Viewer role permission is set as Read-Only for Bill & Adjustments Screen. but the user is still able to perform PAY action on the screen. There are no Customizations on the site. One thing I noticed is the default workflow for the screen is disabling the PAY action only when the status is closed. Could this be the reason why the Permission set on Access by Rights Role is getting overridden by Workflow condition. 

Hi,We would like to know , do you use the Incoming Document feature inside AP?Do you have good results? Did you customize it?  Exemple :  I remarked that about functional point of view: If a PO line does not require a receipt (Require Receipt = false), one would logically expect to be able to link the AP invoice (Incoming Document) without enabling Allow AP Bill Before Receipt. But as we have seen, this is not the default behavior in Acumatica.Is it normal?Thanks

I need to show a data field as justify not left/ center/ right. Is it possible do it 

We have a customer that overpaid, and now we would like to move that overpayment to the Customer Deposit account on the balance sheet.  We believe we need to too this via a Journal Voucher to ensure that the customer’s account will be properly hit to move that credit from their A/R account to the deposit account.We have tried this a few ways without success.  Does anyone know which module/voucher type we should use to accomplish this so the proper transaction hits the accounts in the correct way?Patrick

How can I have Controls as above the form has in the Grid View to add and delete the data? 

GC here, implementing a prequalification program for vendor onboarding. We’re running prequalification outside Acumatica and want to reflect the following in Acumatica, ideally on the header area of a Vendor’s directory page: Prequalification status Single Project Limit Max total capacity v total in current open commitmentsCurious if others have done similarly? Would love to hear what ended up being feasible within Acumatica and what approach you took. 

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

I’m always on the lookout for ways to increase the performance of our product.  Recently I came across a technique that has the potential to increase performance for BQL queries and views and I thought I would share.  Typically, when I am trying to increase the performance of an Acumatica query, I will run the process in the site with a SQL Profiler session active to capture the SQL query that results from my code.  I can then run the query in SQL Server Management Studio with Live Query Statistics to assess the performance and tweak the code.   I was working on a particularly slow query with a large data set the other day when I found a strategy for optimizing my code.  Those who have used Profiler, will know that Acumatica will translate our BQL queries into search clauses that includes every possible field.  I was considering building a new index for my query when I changed the Select clause generated by Acumatica to select just a couple of specific fields and ran the query.  The Qu

Is there a way we can change some columns of the Purchase Order Line Details without reapproving (such as Warehouse and GL Account), and others that will require an approval (such as quantity or unit cost)?  Or keep a history of Approvals each time PO is held and released?

I'm creating a report in Acumatica Report Designer i want two parameters item_1 and item 2 connected to itemclass cd so that user can select both items. Item 1 is working fine but when I am attaching Itemclasscd with item2. the report is returning null. I have attach rps file. Please Guide me on this I am not good at reporting.

I’m looking for a solution how to scan POD documents in bulk (300 pages at a time) and the system should store them in the proper SO within Acumatica (identifying the proper order number from the document bar code) and then email them together as page two when creating and sending invoices to our customers, we don't want to use a mobile app for signatures, we hand a piece of paper to the driver for every delivery and when they return the signed document we want to have them in the system and use it to email it together with the invoice as proof of receiving the goods, any idea how to accomplish this would be very helpful, do to the volume scanning and dragging each document wont be an option, Thank you.