Discussion Forums

Can we get a printout of the EFT remittance built into the process?  Just like the system prints cheques and online notification forms, can we get the EFT remittance printed before we move to the batch processing screen?I was able add the button but my report is empty :  Thank you!

I have an issue below. it occurs couple times a day randomly and everything normal after 5-10mins. Any advice about this, where I can start to look at and review.Thank you. 

Is there any way to increase the priority on running business events? It seems like when the system is busy during imports or automation schedules, it either does not process business events or delays it a very long time.Has anyone solved this before?

Hi,I have a Business Event that is sending an email via Email Template with attachment originated by a GI.I have set up "Mailing and Printing" for the Email Template on Account Payable Preferences, a Vendor Class and specific vendors.I would like the email sent to the emails specified for the MailingID for the Email Template but no email is generated. Emails are generated only if I specify a "To" in the email template. It looks like it is not supported by Acumatica as both guides below clearly state to "Specify an email address".Guide1Guide2Am I missing something?I don't really want to include NotificationSource and NotificationRecipient tables to the GI and mimic Acumatica logic for MailingID to not risk missing something and future proofing it...especially if I'm using the template specified in the MailingID... I cannot send the report directly via the report screen as the requirement is to send the report to a list of vendors at once.I explored the possibility to trigger the email t

Hi I would like to create the system auto notification to appover when submitted the expenses claim.Not sure anyone know how  to do the setting? Hope to hear from you soon.Thank you

Hi SirNot sure if anyone know how to create the approval flow in the Expenses Claim?It would be good if you can give me a guide/step to create the approval flow.Reefe to below, there is not able to “ add” in the approval details. 

Hi,A client of our, accidentally create a Void Payment (in receipts and application) and released against a receipt payment.Is there any way to ‘unvoid’ the void payment? Or anyone encountered this situation and has a solution?

Good day all, We are trying to print an invoice from the invoices/memos screen but it comes out blank. but it is not always doing it. What can be the problem 

Hello,I have several shipments that are stuck.  Bare with me as this is blowing my mind right now.  Order Shipping Rule is set to Ship Complete Order has a partial Shipment on it - Don’t know how that is possible. Partial Shipment has been sent to Shipstation, and completed in Shipstation, and pushed back shipment info into Acumatica.  Partial Shipment cannot be confirmed/completed because the SO Shipping rule is set to Ship Complete.   I cannot change the shipping rule (or anything) on the order because it is in Shipping status. Top 10 biggest pet peeves with Acumatica.   I cannot delete the shipment because it’s already been completed in Shipstation.Mind.  Blown. Suggestions? Screenshots below. Thank you,Nathan

Is there a way to make the Date Rounding “Weeks” have a format that displays the beginning date of that week?  For example, instead of showing “2024 W52”, I’d like to show “12/23/2024” (which is the date for Monday of W52).  

I’m not sure where to start troubleshooting this. Our system is set up so that when a shipment is confirmed an invoice is automatically created and released. But I am finding that a lot of the invoices are being put on a credit hold because (and this is an assumption) the invoices have different totals than the sales orders.We do have a big tax customization that may be the cause of this but I’m not sure where to dig to confirm or deny that.When I look into the DAC for the tax total field on the invoice and sales order it seems that the infromation is coming from the same place Sales Order element properties: DAC for SOOrder and CuryTaxTotal field Invoice element properties:  DAC for ARInvoice and CuryTaxTotal field This is as deep as my knowledge goes for troubleshooting this and was wondering if someone could give me my next steps? I’m not familiar with Business Logic and was thinking maybe that was the next step.

Hi! I created a field in customization project for the Task screen. How can I set decimal for this field to two decimals, so it looks like this: 4,000.00? 

Please see attached for a list of 2024 Payroll tax updates.  Please note that some changes may require an action to be utilized.  They will be flagged with a Y in Action Required column.Update: April 25, 2024CanadaFederal Employment Insurance Tax – Effective 4/25/2024A new field, Custom Employment Insurance tax rate, has been added to Tax Maintenance ~ Company Tax and to Employee Payroll Settings ~ Tax Settings to support EI Premium Reduction Program.  Optional: Employers that qualify can use this field to add the lower tax rate to be applied to the employer portion of the tax. United StatesWashington Paid Medical and Family Leave- Effective 4/25/2024Corrected an issue where the taxable wage for Washington PFML was doubling on Government Reporting using the WA PMFL Form. Update: April 5, 2024 United States – HSA – Action Required – Effective 3/19/24The Federal HSA family contribution limit has changed from $8350 to $8300.ACTION REQUIRED:  Review employee HSA family contributions that m

Hello,Is it possible to access the next record in an inquiry? For example, I am build a generic inquiry to show where items are production orders and I want to get the next work center from the AMBomOper DAC. Is this possible? Thanks,

HI I am trying to add new vendor record.  I get the ...Error: Another process has added the 'Vendor' record. Please try again. How do I correct this error.  I am also trying to import new vendors

Hello, I’d like to change the sort order of scanned items the Pick Pack Ship screen on 2022R1. I have asked a similar question previously in the 'mobile development' group and was able to update the sort order on 2021R1, however, the coding of the Pick Pack Ship screen on 2022R1 has changed substantially and the method I used previously no longer works.I’d like to reorder the ‘picked’ view, let’s say by Description.I believe the picked view is in the PXObjects\SO\WMS\Modes\PickMode.cs file in the code CodeRepository.The picked view and delegate are shown below, and it’s a relatively simple definition.public class Logic : ScanExtension                    {#region Viewspublic SelectFrom<SOShipLineSplit>.InnerJoin<SOShipLine>.On<SOShipLineSplit.FK.ShipmentLine>. OrderBy< SOShipLineSplit.shipmentNbr.Asc, SOShipLineSplit.isUnassigned.Desc, SOShipLineSplit.lineNbr.Asc>. View Picked; protected virtual IEnumerable picked() { var delegateResult = new PXDelegateResu

We developed import scenario for Stock Item. We need to add entry for Cross Reference as well.This works fine when we are adding new record.When we try to update entry by providing same data it update stock item without any error.But not cross reference.Import scenario is design like this. 

Hello! What is the best practice when entering taxes on cash purchases? There is a set of tax IDs pulled in when Vendor Tax Zone is entered on Cash Purchases, can you manually change the Tax IDs or change the tax amount column? Is this something we should avoid doing? Thanks!

I am Trying to Send the Email to customer with Line details on the Action of Print Pick List from Shipment Screen with help of Business EventBut on Email I am not able to Print the Line details and its showing Empty 

how to use ‘belong to’ filter in acumatica report design

We don’t know in advance if a shipping address is business or residential.  We select the Fedex Ground Service and then a residential charge gets tacked on our Fedex invoice after the fact.  This leads to undercharging the customer for shipping.

Hi,I’m looking to create a GI that will list inventory transfers with their Release Dates. I don’t see a field in the INRegister table that stores the release date. What would be the way to get this date on a GI? Thank you!

Hi I’m trying to create a by-product and per the instructions it says select in BOM but I don’t seem to see that as an option?  Only have “regular, Phantome or subcontract” Anyone else have this as a problem?  Am i looking in the wrong field? Missing something in setup?  

The Financial user has access to user role Financial Supervisor. This allow the user to post transaction to closed periods.  This however does not apply to closed Project and Project Task, i.e. Project Task with a closed status.Is it possible to allow a super user access to post to closed projects?The error when a Journal transaction to a closed period that is allocated to a project & project task as follow:“An error occurred during processing of the field Project value 4102 PM Error: You have no permission to use project tasks with the Completed, Canceled, or In Planning status for data entry. “

In the Inventory Summary screen(IN401000), only warehouses/locations with available quantity or on-hand quantity for an item are displayed in the grid section. Warehouses with zero quantity are not listed.We have added some custom fields to the grid for calculating sales amounts, and we need to display these calculations for all warehouses, regardless of whether they have any quantity available.However, we are unable to determine the logic that restricts warehouses with zero quantity from appearing in the results. There are some aggregate methods applied to the "Site" and "Location" fields. We’ve attempted to modify the logic but have not achieved the desired outcome.Could anyone provide suggestions or guidance on what might be needed to display all warehouses for an item in the Inventory Summary screen? Thank you in advance for your help!