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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

I have couple customization where in some I have the code base and others were published by old employee. I dont have access to those code. Is there a way to combine mine with other just by dll files?

Our customer is using the Amazon IntegrationEach order creates a Payment on AcumaticaAmazon sends a deposit to the customers bank that consists of multiple payments less feesFor this customer this deposit can consist of more than 1000 paymentsWhat are best practices to enter these deposits?Does anyone have automation for this? 

I have a client weighing the Acumatica Amazon Connector versus a middleware solution. Their VAR hasn’t implemented the Amazon Connector yet and can’t provide detailed feedback on the process. We do have a demo setup with Acumatica to review the module.I’m looking for an Acumatica customer or VAR with actual implementation experience using the Amazon Connector for both FBM and FBA to dive into the integration details.We have specific questions on:Sales tax handling Shipping workflows Fees & payments Inventory limitations for AmazonIf you or someone in your network has firsthand experience, I’d love to connect and discuss!

We’re setting up the Customer Portal for one of our customers, and we want them to be able to choose from some of the Sales Order Order Types. Adding the SO type was easy, but now the customer has access to all SO Types. We want there to be some internal Order Types that the customer can’t select. Is this something that can be added? Would it be in the Order Type page or the Customization Projects?

Hi everyone,You may notice a new notification feature at the top near your avatar. It is know that it has some bugs still. Below is a message from Gainsight CC support. For now, please be patient with it until they have resolved the issues it has. Thank you!“The Notification Center wasn’t supposed to be released yet, as we’re still collecting customer feedback and addressing some minor bugs. I’m working with our team to add a feature flag that will allow you to disable the Notification Center, which I believe is the best solution for now.”

Only some of our users are seeing this message. Is there a permission or something that throws this notice up? Thanks in advance.

I have an ARPayment object that has an PMInstanceID but this is an integer.  How do I retrieve the CardAccountNbr as shown on the Payments and Applications (AR302000) page?