Discussion Forums

What is best practice on how Acumatica Recover Intercompany Costs on ProjectsWe have multiple companies with multiple currencies.company A company B company CWe create a project (project A) for a customer in company AResources from company B attend to work on project AResources from company C attend to work on project A Each Company/Branch will be extended as a customer and vendor.The Generate intercompany Sales process will be used. In company A – AR Invoice to company B for the employee time spend &In company A – AR Invoice to company C for the employee time spend Creating the AR Invoice will be a manual process / we can create an import scenario based on employee timecard entries that has not updated the Project.We do not want to create a loan account between the companies.

Hello,  Is there a way to restrict sales order type to a certain type? For example, we want a project manager to only be able to submit sales orders that are type ‘PJ’. Is there a good way to do this? Thanks!Brent

Hi, I have active currencies (other than the base currency) in a system that are not ticked to “use for accounting”. They cannot therefore be used in Customers or suppliers. The currency record option is not greyed out, but it will not allow the option to be ticked (no error just won’t hold the tick). The currencies have not been used and even if I create a new currency record the option use for accounting option cannot be turned on. Have I missed something?

Hello,One of our customers (only in one test tenant) is having this error populate when we try to go into the customer account via AR. It is only one customer and only in one tenant. All other customers in the tenant do not have this error.We usually do most transactions against this dummy customer account. I can’t be certain when this started occurring since the system has thus far allowed us to use the customer for sales orders/invoicing/payments/etc. Any help resolving this error would be greatly appreciated! 

is there a way to add the field tip into the mobile screen when entering a expense receipt??

Hello! Is there a proper way for setting up Gmail as system email account in Acumatica? I followed the instruction here Using Gmail With Acumatica and read through this solved post Gmail setup issue | Community but was still unable to test connection successfully. We mainly want to be using this to process incoming documents for the AP document recognition service.    Thank you!!

We are unable to print Paystubs (PR.64.10.15) after upgrading to 2021R2 build 21.209.0034. I cannot find this as a known issue, but assume that anyone using Payroll on this version would be impacted.Error: Cannot resolve the table name: [PX.Objects.CR.CRLeadContactValidationProcess+Contact2]  Trace: empty 

Dear Sir/Ma’am,Good day.I’m a newbie in Acumatica. Can someone help me where can I find the value of Unreleased Balance and Open Orders Balance in customers, so I can balance my Remaining Credit Limit in Acumatica vs. my manual file. Please see below the sample figure. Thank you. 

Dear Acumatica Community,I am a new to using Acumatica and I am currently in the process of tallying Customer Balances. I came upon one customer showing value/amount under Unreleased Balance and Open Orders Balance. May I ask if anyone can help me out where can I possibly check/verify these amounts. Or where they originated? I attached the screenshot. Thank you in advance.  

I have set up multi calendar on the same tenant now I want to consolidate. I have India company with calendar from April to March and UK parent company, with January to December. when I try to consolidate there is a period mismatch. how do I map the posting periods of India to that of UK, for consolidation purpose. 

There is a requirement to dynamically enable and disable an action button in the grid toolbar based on a column value in the grid. If there are multiple lines in the grid, the action button should be enabled for some lines and disabled for others.How can I implement this?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!

Hello everyone,In the documentation, there is mentioned External ID for Customer Locations, and I assume it will also be populated when we synced a Customer location originally from Acumatica, in a bidrectional sync. But I can’t see such External Id on the Customer Location screen. We want to find a common ID between Shopify and Acumatica for Customer location, and this location is for Customer Organization (B2B) synced as Shopify Company.Do you have idea how to achieve that, if the External ID in location screen is not yet available?We are in 24R1.​​​​​​​

Initially, the UsrAddItemDescription field was created as PXDBString(500). Now, it needs to be increased to a length of 4000 characters. I modified the field definition accordingly, as shown below, and published the customization project.As the next step, when I attempted to increase the column length using the database scripts below, the following error occurred.Could I get any suggestions on how to resolve this issue?

Hi,Was wondering if there is any documentation, or how others are handling BOPIS functionality with Shopify. Specifically with regards to marking order as ready to pickup, and then once the order is picked up. And how that syncs between Acumatica / Shopify (screenshot of shopify example below). Few specific questions:Are people handling this in shopify or Acumatica, and how does it syncIf you “pick” an order in Acumatica, can you sync to shopify to say this order is ready for pickup if you mark the order as shipped in Acumatica, does it then “mark as picked up” in ShopifyThanks in advance.Mitchell

Hi fellow developers.  I’ve been doing Acumatica dev since 2019.  I am a “lone ranger”, which means I don’t have fellow associates to run things by when I don’t know the best way (or any way) to do a particular “thing”.  Thank God for this forum.  I’d have quit a long time ago without it.  However, I just finished a project that involved working with Attributes on the Projects screen.  I have custom fields on the screen that are Key Performance Indicators and they are calculations based on 3 sources: one of my own custom fields on the PMProject DAC, a field in the Summary tab (PMProjectRevenueTotal DAC), and Attributes in the Attributes tab.For this one, I have to wait until ALL data has been loaded into the Views.  Due to the really unusual way that Attributes are loaded, I cannot use the “appropriate” events to trigger my calculations.  Based on my skill set, I can find only one way to do it and it is primarily done in the RowSelected handler, not for the primary DAC on the extension

Can we group in report designer using the Ref Number (custom column) as BOQ1 Prelim as total of 9 (order qty) and BOQ2-MAIN BUILDING as 4 ? 

Hello, I am looking to update my pervious import scenario to mass update wingman in the employee table. Does anyone know what the Char(1) are for the delegation of table? the two available choices are:Thank you,Kage

We have a situation where we want to make sure we understand our actual margins at a project level. We currently use Acumatica Projects. We have non-stock kits that might be like below. NonStock Example SKU #1 is called “DISTRIBUTED TV”This Non-Stock SKU is comprised of the following.A TV that is a stock item $300 A HDMI chord that is a stock item $40 A Wall-Bracket that is a non-stock item. $60When we Quick Process our Appointment and ship the sales order… The project only shows the cost for items 1 & 2, those post to the GL and adjust inventory. For item 3, we want the $60 to post to the project cost Actual but not post to the GL. We don’t want it to post to the GL because we already purchased this item and expensed it on the income statement. However, project to project, we want the costs to be considered so we know the actual profitability on the project.  Has anyone else had a situation simalar to this? Thanks! Matt Stoner

Hi, I am trying to add a new status called “voided” in the cash sales screen. Right now when I click on the Reverse button, it takes me to the ‘closed’ status. But if I reverse it, I would like it to show ‘voided.’ I did what this community post said but had no luck: Add new status value to Service Contracts | CommunityI am currently modifying a copy of the Default workflow in customization for this screen and this is what I have:   Can someone help me understand what I am missing please? Thanks!

We have an invoice from 2022 with a small negative balance that we would simply like to do away with in any manner possible. Since it is from 2022, write offs, credit memos have not worked. Now just looking for suggestions on how to just get rid of it, if possible. Thanks!   

​@Dmitrii Naumov - can you send this to whomever needs to see it?I was looking at the SOAddress table and noticed the field length on the PostalCode field.  Might be excessive. Edit: There’s probably a good reason for this. SOAddress’ fields are all 2500 nvarchars.

To put in a reimbursement for a salaried employee, we added an earning code for reimbursements and then we added it to their time in the payroll batches window.  It does not like adding the reimbursement and is reducing the employees compensation.  What I mean by that is:  If an employee gross payroll is $2000.00 per week, it is not letting us go over that amount.  If we add a reimbursement for $100, it is reducing the employee’s gross pay to $1900 so that the total gross remains $2000.00. I’m sure it’s just a simple setting.  Can someone help with this? 

Hi CommunityI would like to see the records belongs to owner of the account. Should not able to provide access to see other Business account or Leads owned by others.I am able to create a Gi and filter by Owner - Michael, able to get the records owned by him but when I search the other business account in the document form User can able to see other Business account owned by others.Do we have any option to restrict user to see only his accounts,customer or leads.

We have a Call Sales Report where the address of the customer needs to be on the top showing Address information such as Address1, 2, City, State, PostalCode. I am joining the BAccount with the Address using DefAddressID from the BAccount and AddressID from the Address in the report. I have tried using an Inner, Left, and Right JOIN and keep coming up with “Open server settings” error when using the Address with the BAccount.Error:I know that the first image shows the left join, but I have tried the other ones with the same results. The ultimate goal is to just the the address data for each customer that has been visited or called.

Hi all , How can we add Branch ID column to the Grid on Approve Bills for Payment ?