Discussion Forums

We just upgraded to 2024 R2 last night.  We drag invoices into the Incoming Documents screen.  In the upgraded version, we can’t drag in the invoice.  Nothing happens.  Has anyone else experience this or have a fix?I tried disable / enable AP Document Recognition Services and that didn’t fix the issue.

Hi Team, I have a prospect who has a foreign exchange bureau. Is it possible to use Acumatica for this business?Do we have an ISV for the forex exchange business?

Please kindly advise which point that I had do it wrong and please advise. Do I need to create manual Vendor Class on system.Thanks so much 

IDear All, could you please advise which point that I had do it error? Please kindly advise because I don't know which point that I had error. Thanks 

Hello,when i create a shipment, which is not assigned to a specific purchase order, i can upload my serial numbers with the help of the import option.This option is missing when i create the shipment in a purchase order. Is there a possibiliy to activate this option?If there is no option avaiable, what would be another easy alternative to import my serial numbers?Thanks in advance.

Hello, Does anyone know the way to sum a field in the detail section into the foot section based on what is retuned from the SO? I currently am using the SO lines in the detail section, but the total is coming off the invoice record. There are times we need to run this report prior to the invoice being posted, so my total in the footer does not populate until we process the invoice. Any thoughts?   

I have a field called ref number which need to be auto numbered?How to do it. Any Idea?

 Good day Team,I am using the following formula to do a positive pay file using the CSV data provider, with a GI as the provider of the results:=[Results.APPayment_extRefNbr]+','+[Results.APPayment_curyOrigDocAmt]+','+Concat('\"'+[Results.Vendor_acctName]+'\"')+','+'99999999999'+','+'A'the formula is adding quotes to the name of the vendor, under the Export Scenario looks great:650.7500,"ADP, INC.",99999999999,ANo problem, there, but when we export to the Text File, the file shows the following:The system keeps adding an initial double quotes and ending double quote as well as doubling the double quotes on the file when we export the data to the file. I added even the \ on the quotes per several pages I found, but nothing has worked. I really appreciate any help on this. I reviewed the follwoing link:  but that did not helped, we dont have any spaces on the file.Thank you. 

Hi,I need to modify ARTranForDirectInvoice Project DAC.Existing Query In DAC[PXProjection(typeof(Select2<ARTran, LeftJoin<INTran, On<INTran.FK.ARTran>>, Where<ARTran.released, Equal<boolTrue>, And< Where2< Where<INTran.released, Equal<True>, And<INTran.qty, Greater<decimal0>, And<INTran.tranType, In3<INTranType.issue, INTranType.debitMemo, INTranType.invoice>>>>, Or< Where<INTran.released, IsNull, And<ARTran.lineType, In3<SOLineType.miscCharge, SOLineType.nonInventory>, And< Where2< Where<ARTran.qty, Greater<decimal0>, And<ARTran.tranType, In3<ARDocType.debitMemo, ARDocType.cashSale, ARDocType.invoice>>>, Or< Where<ARTran.qty, Less<decimal0>, And<ARTran.tranType, In3<ARDocType.creditMemo, ARDocType.cashReturn>>>>>>>>>>>>, OrderBy<Desc<ARTra

I’m new to development and customization with Acumatica.  I’m attempting to add a new field to Business Account.  It’s going to be a lookup to the Employee records.I discovered that employee records are stored in the Business Account table.  So it’s a lookup back to BAccount for the employee record. Requirements are to setup a secondary owner for Business Accounts.  This is the only information I’ve added to the attribute field: [PXDBInt][PXSelector(    typeof(Search<BAccount.BAccountID,        Where<BAccount.Type,Equal<EP>>>),    typeof(BAccount.AcctCD),    typeof(BAccount.LegalName),    SubstituteKey = typeof(BAccount.AcctCD),    DescriptionField = typeof(BAccount.LegalName)][PXUIField(DisplayName="SecondaryOwner2")]Everytime I go to publish the information I get an error.  \App_RuntimeCode\PX_Objects_CR_BAccount_extensions.cs(29): error CS0426: The type name 'AcctCD' does not exist in the type 'BAccount'Any assistance would be greatly appreciated.

Hi! We have a user who sees an empty contract screen when drilling into a contract. We have checked and have given the user the delete access level for this screen for all the roles she has under the ‘Unrestricted External User’ type. A user without this user type and has the system admin role can login to the customer portal and view the contract fine. We tried matching permission for this screen to the system admin role and had no luck. Any ideas on why the contract screen is empty on customer portal for this user?  Thanks!

I have a scenario where on a daily/weekly basis, a file is being provided with the data (a couple of fields) of all the customers in the same. There are about 10,000 customer records in the system, and running an import scenario and triggering an update on every single one every time will basically result in 10,000 ERP transactions every time I need to import the records. The thing is that a lot (about 70%) of the these customers don’t have real updates to their values, so import scenario is just “re-entering” the same value and saving it. Is there a way to configure the import scenario to skip the update if the values on the record and from the file are the same?

Please kindly advise about Approval Map that Entity Type has only 2 types. Thanks so much  

Hi guys! I have a trobule and I don’t know what happened or how to fix it, if someone have an idea it would appreciate it.During package publishing the system throws the below error exception:I tried to publish the same package in a new instance and the packages was successfully published but I need to fix it in the real instance because the instance needs that package to be publishedCan anyone please guide us out the reason of this exception message or how to fix it Thank you so much!

HiIn Acumatica 2025R1 do we need to change endpoint version ?In Acumatica2024R1 it was 23.200.001In Acumatica2024R2 it was 24.200.001In 2025R1 it is 25.200.001 or 24.200.001 ?

Im on the newer side when it comes to Acumatica but Im looking to add a webhook or trigger an api callout inside of Acumatica when a Customer record is updated so I can push those changes to the external system. I have looked into business events but Im not seeing a way to trigger a webhook or api callout from a Business event. Im also open to other approaches to this

I see many discussions on this topic and I have not seen any successful responses, despite a lot of effort. I would like to tackle this and provide a solution to the community. We simply need remittances to be sent to customers for all payments, whether bill payments or prepayments, sounds simple ... IssueRemittance advice only gets sent when a bill is paid. Prepayments are not sent. For the life of me, I cannot figure out why this is. Notification Template Business EventWhen you view the underlying GI that drives this BE (see below), it includes all payments (bill pmts and prepayments), but only the bill pmts get sent/created. I can’t see how this is possible.In reviewing this configuration above, is there anything that can be identified which would block a prepayment from being created? 

Hello I want to change the color for text in footer section(On Hand, Available, Available for shipping) in sales order screen.Can you please suggest anyone?Thanks,

We’re trying to set up an business event to send out emails to customers following the completion of a Marketing Campaign. However, we don’t want to pester our clients with emails. Ideally, the business event would send out a email to a customer, the customer would read it, and then be removed from the mailing list for a set period of time before being reintroduce the pool of potential recipients. Is this something that can be done within Acumatica, and if so, how?

I have one user can login into acumatica mobile. He has two tenants and in menu saleorder, he can use salesorder menu in first tenant but the same menu in second tenant cannot use it. When he click it show this error. The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Unable to cast object of type 'Wrapper.PX.Objects.SO.Cst_SOOrderEntry' to type 'DynamicInterface.PX.Objects.SO.GraphExtensions.SOOrderEntryExt.SOOrderLineSplittingExtension'. but if I use admin user to access that saleorder menu, I can access both of them. I don’t what’s happen. I test it test server fine but when move to production error like that. And I role back to old version of customize use to work well but it’s still show that error. 

Hi,I’m trying to make Unit cost field in purchase receipt as non editable. But unable to see any property in the customization to make it as non editable. Is there any possibility we can change the as Non editable without direct changing code.  

Does anyone know how to set up credit terms that have milestones but do not adhere to any timeline? For example, we are entering a new Sales Order with the following terms:25% Down Payment 50% Upon Preliminary Design Approval 25% Prior to ShippingI had tried setting up the terms with multiple installments but these milestones do not necessarily have a set timeframe between them. For instance, the time between the down payment upon receiving the customer purchase order and the preliminary design approval can range from 2 weeks to 8 weeks depending on how complex the job is or what the customer is asking for. Same with the timeline between design approval and prior to shipping out the equipment. Wondering if anyone who works in a manufacturing business has experienced something similar and found a workaround for something like this or if there are any possible solutions. We use the Sales Order module for our jobs and do not have the Project Management module implemented. Thank you! 

Good day Acumatica Community, I have a GI linked to a Push Notification in Acumatica and on addition of a row to the GI my push notification is triggered to send the JSON information to an external API. The issue I am facing is that this specific push notification is resulting in more than one API call per row addition which is unusual as I have similar push notification setup for a different API and the information in the GI’s is nearly identical.I have tested the API via PostMan and the issue is not recreated so my assumption is that it is something on the Acumatica side, possibly queue overflow or timeout?Any assistance is greatly appreciated.Many Thanks

Why i got the wrong sum amount? can you help me 

Please kindly advise the wrong which point should I adjust it. Thanks so much for help