Discussion Forums

I have a customer that needs to the ACH File for BofA (CTX Payments) ASAP. The problem we have is with the Record Type 8, and the Entry/Addenda Count. Acumatica standard does not have the option to add a Counter.Any feedback will be highly appreciated!

Dear community,You always provide such a great feedback and invaluable insights!We have a question for you.Do you deliberately use this option of Project Preferences? Summary mode (See the image below). If yes, why do you prefer it to the Detailed option, what kind of benefit you are getting from it?Option description: https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=de2ca225-4a0c-4129-b09d-3f3ed05198f9We are thinking to retire this option in the product, and before we plan anything, we want to hear your thoughts. Thank you for your input!Best regards,Kate

Hello,       We are planning to upgrade our server from Windows Server 2016 to Windows Server 2019 and deploy Acumatica on the new server. After all tests are passed, the final step is to install the license on the new instance.     My question is, if I delete the license on the old server instance and install the same license on the new server instance, this should be OK, right? This should not bring any issues?

The client would like to set the “Reply Address” to default to the email address of the user that created the document being sent. So if the account is “purchasing@email.com” and the receiver replies to the sent email, the reply would go to “person@email.com” who had created the purchase order that was sent. If there was an additional field on the Email Template form for it would be easy: Unfortunately that doesn’t exist, so I went to the System Email Accounts form, but the “Reply Address” field will only allow a valid email address. I haven’t found any info on coding that field so not sure if it’s even possible. 

Hi Everyone, When I’m trying to add the existing screen (Sales Order Preferences), I’m receiving below error. Can you please help fix this issue.  

How can we change the “Transaction Description” of the Invoice created with multiple installment terms.For example: we have created an invoice with Credit Terms as “5SPLITPAY” with Invoice total as 5,000. After invoice is released, 5 new invoices are created with “Transaction Description” as “Item Discount”, from where this text coming from, do we have any option to change this. Please help us. 

Right now  the error message reads as ‘Value cannot be null. Parameter name: key‘.Instead of this can I rename the error message to read as ‘Billing Rule is missing’  Is this possible through point and click or through customization or all error messages are standard and cannot be changed ? When I change the project task status as ‘active’ and give the billing rule , i do not get the error.  

Hello everyone, I want to make a dropdown label like phone type in contact, but the default value doesn't appear, even though I've used PXDefault, and previously I had created a dropdown field with default values ​​and there was no problem.[PXDBString(10)][PXUIField(DisplayName="Virtual Account Bank 1")][PXDefault("BCA;VA BCA")][PXStringList("BCA;VA BCA,HSBC;VA HSBC")] 

 Dear Community,We’re preparing our reporting framework to support parent–child project hierarchies.We want to hear your thoughts on how each existing report (from the list below) should look and behave when it’s run for a parent project versus a child project. Your input will help us avoid double‑counting, make drill‑downs intuitive, and keep financials audit‑ready across rollups.What feedback we’re collecting:UI expectations per report: what should change when the report scope is a parent vs child project? Aggregation rules: what must be summed, averaged, recalculated, or eliminated at the parent level? Filtering & drill‑down: which filters, groupings, and drill paths are essential (e.g., Parent → Child → Cost Code → Transaction)? Gaps: any missing reports

Hello, I have created an Invoice and have released it using the “Process Invoices and Memos” form. When I check the Invoice later, it shows me the Balanced Status, but the Journal Transaction for the Invoice has been already created and posted. Then I performed the “Hold” action to check what will happen and now I am unable even to Remove Hold the invoice. We have not made any customizations to the form as well.  Any idea why this is happening?Thank You!

We have a business requirement to have unit cost be visible and editable on the Details tab for Sales Orders.  I made it visible but I can’t find a way to make it editable.  Here are the attributes:[PXDBCurrency(typeof(Search<CommonSetup.decPlPrcCst>), typeof(SOLine.curyInfoID), typeof(SOLine.unitCost))][PXUIField(DisplayName = "Unit Cost", Visibility = PXUIVisibility.Dynamic)][PXDefault(TypeCode.Decimal, "0.0")]These seem to match Unit Price except for the Visibility.  If there is a way to enable this please let me know.

Perhaps this information will help someone with a similar issue. The issue stemmed from an inability to create a sales invoice via the Acumatica REST API, resulting in the persistent error: "Taxes cannot be calculated via the external tax provider because the address is missing." Initial Problem The user was unable to create an AR Invoice using a single POST request, even with a minimal header-only payload that included the CustomerID, CustomerLocationID, and Hold: true. Cause of the Error: The active Avalara (External Tax Provider) integration was configured to perform strict address validation on the initial POST request for new documents. API Limitation: Acumatica's internal data-defaulting logic failed to populate the required Origin Address (from the Branch) and

I’ve got a Outside Processing Production Order that uses Purchase Orders to complete one of the steps, however, upon release of the Purchase Receipt, nothing happens. All of them are linked together, however, the qty on the specific line in the production order is unfulfilled. Is there a specific step that I missed that would be causing this issue.The Production Order’s Link to the POThe Purchase OrderPurchase Receipt

Selecting GI Data from Database Reading DAC Fields from GenericResult DAC Incorrect Method with Direct Access to Values Property Correct Method with Reading DAC Fields via PXCache API This post is inspired by the old Dmitrii Naumov's blog post:

hello! back again with another beginner question!My report in preview looks PERFECT. however, when i try to publish it, it’s completely blank. I think it may be relationships.buuut it makes no sense no me why it works in preview but not published. It is pulling the same data, isn’t it?Report publish works perfectly when my SOLine item and relation is removed    

I have a business requirement where I want to add Days, Driver, Area 1 and Area 2 in an AR Aging GI mentioned in Figure 1 in 4 different columns not in rows. For one row, I want it grouped by one customer and then the 4 attributes in four different columns. For this, I have created two new Attributes - DAYS and DRIVER. Figure 2 illustrates the DAYS attribute, the DRIVER attribute is similar to the DAYS one. I’ve also attached the GI. What are the possible solutions for this problem and how can I acheive something like this?Fig-1 GI SampleFig-2 Days Attributes 

Hi everyone,I’m currently facing the following issue:I am adding several orders from the same customer to one shipment (open shipment → Add Order). This works fine as long as the orders have the same Order Type.However, when I try to add an order with a different Order Type, I get the following error message:“The order type cannot be selected. The value of the AR document type setting for this order type differs from the value of the same setting for the order types in the lines that have already been added to the shipment.”I can't figure out how to avoid this or where to change the settings to allow adding the order to the shipment.Has anyone experienced this issue or has a suggestion on how to solve it?Thanks in advance!

HiSubject: All Approvals from the approval map to print on GL batch reportI would like to print all the user who approved a document o appear on the batch report I have joined the EPApproval to the batch table and put this field value =[EPApproval.ApprovedByID_description] The first textbox prints correctly the first approver, so the question is how do i get all the additional approvers to print on the report?

Hi All, I created and released a negative Move transaction in my Production Order accidentally. It has generated a Material transaction as well. Then I created a positive Move transaction hoping I could just reverse them that way, but the cost captured in Materials transaction were different.The Move transactions did not have impact on finished goods inventory. I am running some tests to work with reversing them, but how do I go about reversing these transactions properly? Many thanks in advance!Negative Move:Associated Negative Material: Positive Move:

I want to display the above highlighted field in my report .

Hi everyone,I’m trying to automate the export of a GI using an Export Scenario (CSV format) that should be triggered after a vendor bill changes status.My goal is to generate one CSV file per bill, automatically.What is the simplest way in Acumatica to achieve this?My main blocker is: Generating a separate CSV file for each bill, instead of one consolidated file Avoiding overwriting files while the system is synchronizing or sending them to the FTP server Has anyone implemented something similar, or can recommend the best approach?Thanks in advance for your help!

Have an Invoice/Check and Payment record in status reserved with a journal entry attached that has already been fully posted. Is there a way to just fully delete this record from the system?

Hi,  we are using Acumatica in Germany (called here Haufe X360) and we need some support for customizations and development.Our local Acumatica partner in Germany has unfortunately not enough capacities. So we are looking for somebody who can support us here to bring more speed into some topics.  If you are interested just let me know. Lars   

I have encountered an issue where some words revert back to the base language (English) instead of the localized language (China). I followed the same steps described in the below link. Sometimes, when I re-upload the same excel to Translation Dictionaries, it works but not always.Is this a cache issue or something else?Version: 24.208.0020https://www.greytrix.com/blogs/acumatica/2022/12/27/translation-and-localization-into-different-languages-in-acumatica/

Hi All, Can you let me know if we can extend the logic in the Calendar Board screen to add an action which creates a service order? If so what are the steps required?  Any help is appreciated.Thank you!