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Hello , I am getting stuck in the business event which can auto create purchase receipt here is my business event and import scenario. Is i am missing out something? 

We received money from customer in advance and unused money needs to pay back to customer at the year end, how to record prepayment and then how to apply prepayment to invoices?

Hello,Not a C# developer, and very new to acumatica.Using the below code I was able to figure out how to add the CustomerOrderNbr and ShipmentNbr to the package ex custom reference nbr 1 & 2. The label is generated using the UPS Rest carrier.My issue is the the very lengthy prefix as seen in my attached image. How do I remove the custom reference prefixes “Reference No.1” and “Reference No.2”Also below is my code. Please let me know if I need to add anything like cache updating. Currently the code works but other examples included some cache update code I did not understand.  protected void SOPackageDetailEx_RowPersisting(PXCache cache, PXRowPersistingEventArgs e, PXRowPersisting InvokeBaseHandler) { if(InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOPackageDetailEx)e.Row; SOOrderShipment shipment = PXSelect<SOOrderShipment, Where<SOOrderShipment.shipmentNbr, Equal<Required<SOPackageDetailEx.shipmentNbr>>>>.Se

I’ve read through a bunch of posts here and on Stack Overflow but haven’t found an answer that works.  I want to extend Customer with a form on a custom tab using a set of fields from a custom table, rather than the user field approach which will add fields to the BAccount table and thus the other entities that share that definition.  I created a custom table then a customization project with the DAC schema definition, extended screen AR.30.30.00 with a new tab, added a form to the tab, and then bound my view for the custom DAC to the form.  Now for starters, I want to make the tab conditionally visible on customer class ID using the RowSelected event.  Based on the T210 training, I assume I need to get a reference to the extension then set the tab to visible if it’s set to not visible generally.  I can’t seem to get the syntax correct for the extension variable.  I either get the CS0120 (Object reference required...) error or the CS0311 (Type...can’t be used as type ‘TNode’...) error

After inserting an image into a column, the gap between the column and the grid increased. Can I manually change the gap between them?   

Is there a way to do an excel upload of the exact SKU list of inventory IDs we wish to have counted? (that do not share the same ABC code, class, or otherwise – Just a literal list of which ids we wish to have counted)I have read around and seen articles on importing the sheets of the inventory count totals, how to set up inventory counts by code or class or warehouse – However, this is about uploading the actual list of requested specific SKUs to count. 

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Josh Wright - Acumatica Community Featured Member for January 2025Meet Josh Wright our Acumatica Community Featured Member for January 2025. It’s great to have you as part of the Acumatica Community ​@jwright! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. Announcements, Hot Tips, Known Issues and BlogsProfessional Services EditionHow to set up earning type codes when

Hi I have a UDF (APRegisterExt.usrMAINMAINAPKynectionRefNo) which I need to this field’s value under the Supplier Details UDF (APDocumentResultExt.usrMAAPSDKynectionRefNo)   I have added the logic below but receive the following error:\App_Code\Caches\APDocumentEnq.cs(31): error CS0246: The type or namespace name 'APDocumentResult' could not be found (are you missing a using directive or an assembly reference?) public class APDocumentEnq_Extension : PXGraphExtension<PX.Objects.AP.APDocumentEnq> { #region Event Handlers protected void APDocumentResult_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { var row = (APDocumentResult)e.Row; if (row == null) return; var docResultExt = cache.GetExtension<APDocumentResultExt>(row); var apDoc = PXSelect<APRegister, Where<APRegister.refNbr, Equal<Required<APRegister.refNbr>>, And<APRegister.docType, Equal<Required<

I am receiving the error below when I try to process a refund from Shopify into Acumatica:SalesOrder.Details[0].WarehouseID: 'Warehouse' cannot be empty.Inserting  'Sales Order Line' record raised at least one error. Please review the errors.

Im trying to think of a creative way to get around an issue we currently have, we’re implementing having sales order confirmations as we load a customers order, but a range of products that we make show up on Back Order.To take a step back, its mainly things we have to either make or decant. For example, 5L of alcohol. We store it in 1000lt tanks, decant as needed. This is a specific for a lot of stains for pathology use. Internally we send a copy of this to the warehouse or lab to be made, then kit assembly to build the item > create shipment ready for a picking slip.There could be a delay here though, sometimes a few hours, sometimes a day or two.Very rarely do they actually goto back order by the time the sales order is invoiced. Majority of the items where it would happen are critical to the order the customer is placing, I don’t want them thinking there is a delay with these products. But I don’t want to confuse all customers with a disclaimer in the body of the email sending t

Hello All,I have a client that has two companies in one tenant with a fiscal calendar and the other on a calendar year. I can’t figure out how to use the other both calendars in fixed assets. Can it be done? Thanks

Has anyone had any success with the Import Filtering on the customer entity of the Shopify connector? We want to set up where customers will import and update in Acumatica if they are newly created in Shopify, but after initial import, will not update in the future.No matter what field I attempt to filter by in the Import Filtering section of the Entities screen, it will always show up to process. I have even done some testing in which I typed the exact email into the value box to see if it will filter that out, but it still will show up to process. Is this just a broken process or am I doing something wrong?I know you can do this for sales orders at least to some extent as shown in the post below, but I can’t seem to do it with any fields on the customers entity. 

Hello there we have a customer who intended to pay for invoices A+B+C+D+E+F...a total of ‘say’ USD50,000. However they made a mistake and paid for eg 45000.00. I want to see the invoices above as paid and a separate entry for the 5K not paid ...not allocated just sitting on the statement until they put it right. I have tried a few options but am not able to get this situation echoed on Acumatica. Obviously I want the bank entry correct so that I can do a reconciliation but I don’t want to part pay a particular invoice as this was not the actual scenario. I thought maybe I should raise a credit note !!!! and then re-invoice to take care of this but it seems very clumsy to do this. Best Regards Malinda

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It’s possible that this is something fixed in later versions (we’re 23R1 currently).  When I’m in Payments and Applications, and I add a new line and select the Invoice type, I can then begin typing in an invoice number and it’ll search as I type.If I choose another type (I’ve tried Credit Memos and Overdue Charges), and begin typing in the reference number for one of those, the search as I type results come back as “No Results Found”.  I can click the magnifying glass and look up from there, or if I know the full number, I can type it in and hit tab and the details fill in.This isn’t a huge problem, but we’re trying to figure out why our lockbox module (from Crestwood) will never auto match overdue charge invoices, and we’re wondering if it may be that Crestwood is doing the same type of lookup (since the module just creates payment records).

Hello all,I have been trying to setup approval maps for various projects that have different project managers. So I want these project managers to approve Invoices.How can I achieve this?

I need to get some SOOrder extension values that I don’t have in my POReceipt.  Is there a way to code this in C# in my POReceiptEntry graph extension?

There’s not a whole lot of information on adding the Add Items dialog/action to other screens. I see that the interface has been generalized to make it easy to implement the functionality across different screens. Just wondering if someone’s implemented it on another screen and has some advice or code they’re willing to share.

Hi All,I have a customer that want to have their statements send to a specific email address. When I send the customer statement it send it to the Account Email? What am I doing wrong?  ThxDries

This is our 3 months on this system so still a lot to learn. We're using internal approval workflows in Acumatica. My question is: is it possible to modify specific document attributes after an initial level of approval has been granted without triggering the entire approval process again?For instance, if a Project quote is approved by a manager, can we update the attributes without requiring re-approval by the manager or subsequent approvers?Additional Information:Acumatica version Acumatica 2023 R2 Build 23.211.0017 Looking at Project quotes attributes and updating the yellow highlighted fields.   Hope my question is making sense and that someone can be able to assist me.

When in a separate window or list, how can I scroll instead of using the Next or Previous pages buttons?

Hi, I have a requirement to create Issues, Receipts and Warehouse Transfers using Import scenarios. How can I right the logic when there are multiple line for a particular Issue or warehouse transfer.Thanks in Advanced.

Hello all,I have been working on Rate tables for Project module and have defined some rates for lets say Project A & Project B for Employee 1 & 2.The rates setup are as :Start Date: 01/01/2024; End Date: 12/31/2024; Rate: 10$; Project ID: Project A & B; Employee ID: 1 Start Date 01/01/2024; End Date: 12/31/2024; Rate: 20$; Project ID: Project B; Employee ID: 2Now I am looking to import new rates for the year 2025. So the scenario would be:Start Date: 01/01/2025; End Date: 12/31/2025; Rate 15$; Project ID: A ; Employee ID: 1 Start Date: 01/01/2025; End Date: 12/31/2025;; Rate: 25$; Project ID: B; Employee ID: 1.Eventually when I am trying to create a new rate code for the 2025 scenario, Acumatica displays an error stating the Rate Code, Project ID & Employee ID has already been used. Now if I go ahead to delete the 2024 Rate Code and try to create for 2025, it doesnt trigger any error. How can I insert both 2024 & 2025 rates with different rate codes? 

Hi,I tried to create an import scenario for the Sales Order Bulk update. Here in the Sales Orders there are some items that price need to be taken from the Sales prices setup system and there are some items that price need to be taken from the Excel. When uploading Sales Orders through the import scenario I tried to write the Logic in the import scenario as =IsNull( [Unit Price],[Transactions.CuryUnitPrice]), But the system does not take the price when creating the Sales Order if the unit price is not avaialble in the excel file. How can I solve this?Thanks in advance. 

I am not sure about configuration of Inventory, and it is Modern Kitchen and had organized categories as below:  Prep Tools & Essentials: Chef's Knife, Small Knife, Bread Knife……., Cutting Board, Cutting Board (Premium)….. Cookware & Bakeware: Stainless Steel Skillet, Stainless Steel Skillet (Premium), Sauté Pan, Small Saucepan….. Cooking Tools & Kitchen Utensils: Spatula, Stirring Spoon, Slotted Spoon, Tongs…….. Appliances: Immersion Blender, Immersion Blender (Premium), Kitchen Scale……. Other Kitchen Essentials: Food Storage Containers, Food Storage Containers (Premium), Aluminum Foil, Parchment PaperHow should I set up about posting, Item Class, Chart of Account, Define Availability Calculation Rules, Inventory, Sales, PO? Do we set up depend on organized categories or each Item of product?Thanks so much for your help and support