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I am trying to extract approval information for journals including amounts. Challenge is how to extract more that one approver in one row instead of multiple rows

Hi,I was wondering if there was a way to update only specific data against an employee using the RestAPI.I noticed that there is a PUT method on the Employee endpoint. The issue I have found is that if I do not pass all data in the PUT request, it clears the data out of Acumatica.Ideally I would like it to only update the data I send in the PUT request and leave the rest alone. Is this possible or am I doing something wrong?

I am trying to copy a User Defined Field (UDF) from the UDF tab to the main Document tab on the AP Bills and Adjustments screen. One of our UDFs uses the selector tool to pick an employee name. Thanks to @dgross’s videos, I can move the UDF to the main screen, but the selector field is not recognized. I am getting this warning when with the customization The UDF is set up like this and is working when in its own UDF tab In the Customization, the Attribute (APAPPROVE) control shows TextEdit not Selector. I have tried multiple times to change to Selector and save it, without success. In some instances, the ID under Base properties changed from TextEdit to a selector, but the Controls still showed TextEdit and that is when I would get the error noted above (PX Selector Attribute is missing). Any thoughts on how to fix this?    

Does anyone know of a way to have the cash account and payment method on a new bill/adjustment default to a specific account based on the financial branch selected?  

We found an item that has a phantom quantity stuck in-transit. - Not sure how this has not been caught prior, but this is a very slow mover item.  I have a 2 step transfer that was done from 1 inventory to another.  full quantity was received, but a balance still shows on the inventory allocation as an incoming amount still to receive.  Not sure how to clear this.  This one item has 2 transactions 59190 and 59972 that are stuck like this,  No adjustments have been done on this item.  Lot # matches everywhere also.  you can see on the transfer, it shows zero in-transit qty available. 

Dear ALL,Please help us how to disable "OPEN" button after closing the Case.Acumatica Version: 2020 R1 Regards,NNT  

We are on a SaaS instance. In System Monitor we have many pages of “Requests In Progress”Are these hung processes that are really still running and reducing system resources? Is there anything we should do to stop these processes?

Getting a connection timeout error when trying to test the outlook setup. I’ve gone through all the steps and can login but when I click ‘Test’ I get the following: Its not getting to the server at all, I’ve got port numbers 443 for incoming and 80 for outgoing (confirmed by the client) I tried changing them to 993 and 587 respectively but that yielded the same result. There is no MFA on the account either.Any ideas what I can try to fix this?

Hi Acumatica Community, I have a COGS versus revenue gl/subaccount problem.We want to have one branch. Think of our finished good product mix as follows:We sell road bikes (some battery powered) with a various set of product lines. We sell off-road bikes (some battery powered) with a various set of product lines. Many of the component parts and some of the finished goods are interchangeable for the road bikes and the off-road bikes and we have them all in one warehouse.Of course we would like to measure COGS versus revenue.We have decided to have our order entry staff select a customer location which will then identify the subaccount for revenue associated with the product line.From an inventory posting class perspective, we are not sure how to set-up the posting class so that for a given sales order line, the inventory transactions and the light manufacturing are associated with the same subaccount.Thanks, Patrick

HelloWhat operation should be created to reflect the following:- I have a prepayment for 200- The employee deposited the refund for 250.- I can create a vendor refund for 200How can I register the balance of 50?

Hello all,I have a list of bills that have been imported into migration mode, as I dont want the GL to be impacted upon release of bills but I want the payments to be recorded against these bills and that the payments should be impacted in the ledger. How to do so? Thanks.

Hello all,I have been trying to import or create first AP bill with a negative balance in MIGRATION mode. But when I try to either import or try to create manually, it triggers the following error: What are all my options to get this done?

We just started using Acumatica at the end of last year. We are running into a problem with allocating product. A couple different issues. We have been going back and forth on how to resolve it with no help. This is one example, I have 10 boxes of Product A. I then put 10 boxes of Product A in an order to be shipped next week. All good for now. However, if someone else puts an order for 10 boxes of Product A that ships out today the system will ship those boxes. The first order for next week did not allocate those boxes. This is constantly happening, and it is really frustrating our customers. I need the system to prevent this from happening for one reason. Let’s say I take a call for someone else’s customer. I will enter that into the system. The system should know if it needs to go to backorder. I can’t be putting it on a sticky note to hand to the sales rep. It needs to be entered into the system.Our previous system would lock those available boxes into an order and if you created a

My company has just deployed Acumatica to our Mexico branch. We noticed the exchange rate pulled from Open Exchange doesn’t match the MX governments (DOF). To resolve this we are going to use Zapier and some Python to pull the exchange rate from the DOF’s website and apply it in Acumatica(Currency Rate (CM301000)).I have worked through adding Currency Rate and it’s details screen to an endpoint. With the following bit of code can get the list of currencies and their exchange rates.Code:cury = { 'ToCurrency':{'value': 'USD'}, 'EffectiveDate':{'value': '2025-02-28T00:00:00'} }endpoint = 'https://tormach.acumatica.com/entity/Magento/22.200.001/CurrencyRate?$expand=Details'req = session.put(endpoint, json=cury)print(json.dumps(req.json(), indent=2))Output:"id": "cc39eca5-673b-444e-a080-8e548c6d80fa", "rowNumber": 1, "note": null, "Details": [ { "id": "e2782637-564c-4cbd-8efd-bfcabea7fdc8", "rowNumber": 1, "note": { "value": "" }, "CurrencyEffect

Hello,I accidentally ended up with almost duplicate Inventory ID’s for some products.  Correct Inventory ID - HEMWPAAD2027 - not associated with any other recordsIncorrect Inventory ID - HEMWPAAD02027 - SO’s and inventory all associated with this ID.Difference is the 0 after the D.  I am trying to delete HEMWPAAD2027 as a tock item, which it looks like it does.Then I want to Change ID on stock item HEMWPAAD02027 to the now deleted (but correct) ID of HEMWPAAD2027.I hit delete, and it appears that this item is now deleted. I try to change ID on HEMWPAAD02027 to the ID I just deleted, but get this error: I hit OK and it somehow goes back to the Inventory ID I just deleted. I’m not sure what to do.  How do I go about deleting and changing the ID’s?Thanks,

Is an item number required for all Deferred Revenue?  We are testing using the Deferral Codes on intercompany rent AR invoice where we are billing the next month’s rent in the current month, but ACM is requiring an item number for that.  We would prefer that we just be able to enter the Revenue Account we want it to go to without having to create an item number for it.  Is that possible?

This happens on every mobile device I try to use Acumatica on. No one in my company uses the mobile app, so I think it’s just never been configured but we have one department that will start to use it soon. How do I go about setting this up?

Hi All,I am looking for a way to permantly delete a user from the mobile app without disabling the user. Mainly just through UAT for now. I have hit the DELETE ALL and DISABLE ALL buttons along with forcing the user to change their password but after that, they are still able to log back into the mobile app, especially with Face ID on the iPhone. Does anyone have a suggestion? 

On the Employee Time Cards page (EP305000) I’m trying to add the Customer’s Name associated with the project on the Summary tab. I created an unbound field and I tried to use the PXUnboundDefault attribute to populate the name, then added the field to the page. So I have an EPTimeCardSummary extension created with this field: [PXString] [PXUIField(DisplayName = "Customer Name")] [PXUnboundDefault(typeof(Search2<BAccount.acctName, InnerJoin<PMProject, On<BAccount.bAccountID, Equal<PMProject.customerID>>>, Where<PMProject.contractID, Equal<Current<EPTimeCardSummary.projectID>>>>))] public virtual string UsrCustomerName { get; set; } public abstract class usrCustomerName : PX.Data.BQL.BqlString.Field<usrCustomerName> { }But when I add it to the page and publish the customization, I get this strange error message after choosing a timecard. The message includes the reference number f

I cannot find how to implement this feature in Modern UI.In Classic UI it was possible by setting property of a grid AllowFormEdit="True".I checked some screens that allow the switch in Classic UI, but it is not available in Modern UI.Is there any plan to implement it?Thanks

Good afternoon,If I were to cancel an item on the order or zero it out to update the order total...is there a way to have the “Applied to Order” on the Payments tab auto update to the new unpaid balance or order total without manually having to adjust?  Thus creating a “Balance” as well on the payment tab.

Hi,Is there any possible way to cancel a quotation automatically by given date ? Thanks,Dulanjana

Hello All,First time user of this platform!I have a two segment subaccount each with two numerics like this 02-08 and need to create a generic inquiry that contains first two numerics of the first segment and the GL account number without the second segment.For example, current subaccount string with GL account is 02-08-6115, I need the GI to show just 02-6115.Would really appreciate help with this.  Many thanks!

Hello,  I am looking to understand how I can generate a simple side panel on the projects screen where it will integrate with distribution, specifically sales orders that have a project code associated with them. The mapping would include utilizing the project ID on the specific project linking to an SO GI to pull in orders with that designation. This would be similar to the projects transactions  detail side panel just for Sales Orders Any help would be greatly appreciated

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 Congratulations to our 2025 Acumatica MVPs!At Acumatica, we’ve made this collaborative mindset our Rallying Cry: “Building the Future of Business, Together.” It means we and our customers, partners, and creators rely on each other to succeed in today’s digital and—let’s be honest—uncertain marketplace, and there are many in the Acumatica Community who elevate this collaboration to a different plane. AI Support Agent Pilot - Need more volunteers! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more peopl