Discussion Forums

Hello community, A  client, on 2024 R2,  reported that a Voided Cash Purchase transaction was showing that it was created by user account that has been disabled for over 6 months.Our research, in both 2024 R2 and 2026 R1, found that when an AP Cash Purchase created by USER1 is voided by another user, USER2, the ‘Created by’ value on the newly created Voided Cash Purchase transaction is showing USER21 instead USER2. See example below.  Cash PurchaseBefore VoidAfter Void Voided Cash Purchase  Testing EnvironmentVersion: 2024 R2 (Classic UI) and 2026 R1(Modern UI) Tenant: Sales Demo Windows 11

Hello Community,We made duplicate payments for two invoices, and the vendor has already cashed both checks.What would be the best way to handle this in Acumatica? We would like to apply the duplicate payments as credits toward the vendor’s open invoices instead of requesting a refund.Thank you,

Hi,I would like some help with following scenario.I’m getting sales orders via an integration. Prices are agree with the external party, and the same is defined on the sales prices form. There are promotional prices as well as standard prices. I want to check and notify if the price entered via the integration is not agree with the sales prices. I’m trying to make a GI to show the sales order when the applicable price is not equal to the SO price. Having challenges in finding the applicable price when there are promotional prices. That is because the system shows the each price in the sales prices as rows which makes unable to compare.Have you done something similar of have any ideas to overcome this?Thank you,Dulanjana

I am trying to remove one of the warehouses from a stock item. The form toolbar has the delete button greyed out. Does anyone know how to accomplish this? i have attached a screenshot of the section.https://www.augforums.com/forums/everything-else/removing-warehouse-detail-from-stock-item/ Tried using import scenarios and Mass actions, but was unable to achieve the desired result.Please advise. 

Client has banded PTO based on years of service, however EE PTO  time is to be used during the caldendar year and should reset on Jan 1.  The accrual rate should not change until the EE reaches their anniversary date.Currently you cannot accomodate this scenario:  What you are asking is not how the system works.  You can't have the PTO Bank set to Specific Date, and have the Banding Rule based off Anniversary Date. The banding rule is going to follow the setting on the PTO Bank for Transfer Date. It will look for the Years of Service to know how many Hours they are eligible for in a given year,  but it will transfer based on the setting on the PTO Bank. If it is set to Specific Date, then it will transfer that amount on the specific date.  If it is set to Anniversary Date then it will transfer that amount on the Anniversary Date. The Hours per year is a setting so the system knows how many hours they can have in the year.Does anyone have a workaround or solution to this other than havi

We are implementing the Canadian Payroll and the customer wants to manage the Banked time in the system. We have created a new earning type BK that is used to track that, but we have noticed that the system won’t deduct the Banked time from the gross pay. In our situation the employee  has been paid for 84.91 hours at regular rate and 33.22 hours on overtime for a total of 6,871.74$You will see in the screenshot that the gross pay is 9254.99$, but it should be 6,871.74$ because banked hours should not affect gross pay.It does the following: Regular hours paid+ Overtime hours paid and Banked time that aren’t paid. Any solutions ?

Hi everyone,I'm looking for a way to have the side ribbon (side panel) open by default when a user navigates to a specific screen — and ideally with a specific icon/tab pre-selected.Context:Specific ScreenID (e.g. a custom or standard screen) Specific side panel icon should be expanded automatically on load Goal: avoid the user having to click the icon every timeAny pointers, code samples, or references to the framework API would be greatly appreciated.Thanks!Raphael

In 26 R1, I have two sort conditions defined like this (notice the first one is a formula):This does not function correctly. It sorts first by OpportunityID. According to my findings, if I change the OpportunityID sort to also be a formula, like thisit functions correctly. According to my findings, this is directly due to how the GI code is written. Please fix.​@Dmitrii Naumov 

There are some items which has been loaded to the create transfer order screen for the transfer order creation. however, those items are old stocks and currently we do not have stocks for those. How can we remove the item lines and does it affect any allocation in the system? 

Hi All.  I'm unable to add/delete Acumatica Customizations on 25R2 even though my user has the permissions and the access rights for the screen look correct. Am I missing something simple?    Thank you,David Edmonsonvariux.com (aka ErpRescueTeam.com) 

Best approach for integration — Web Service Endpoints (Generic Inquiry) vs OData?Hi all,I'd like some advice on the best way to build an integration with Acumatica. What's the recommended approach — going through standard Web Service Endpoints (via Generic Inquiry or standart endpoint) or using OData?What I need to retrieve:Account balances as of a given date Transactions (including base currency) for a specific period Currency exchange rates for a specific periodWhat I've tried so far:I created several Generic Inquiries and exposed them through a Web Service Endpoint.When I tested it by pulling transactions(via standart JournalTransaction)  for a single month (to get the line details I had to pass $expand), execution time was around 14–60 seconds. Our demo instance originally had 16 GB of RAM; after bumping it up to 64 GB, performance improved to around 5–15 seconds — but that's still pretty slow for demo ~155 transaction per month.2019-01 [2019-01-01 -> 2019-02-01]: 359 transactio

 Is it possible to restrict a Sales Orders with 100% prepayment required but an applied payment in Authorize-only status from advancing to shipping?  (also is there a way to edit the subject of this topic… I hit send a bit too quick!)

Hi team,When attempting to change the Site Map setting from Classic UI to Modern UI, the Graph Type field disappears. This is working properly in the Dev site, but the issue is occurring only in the Production siteCould you please suggest? Below are the screenshots for reference.Dev site: Production site:   

I am working on a customization in Acumatica 2025 R2 using the Modern UI framework for the Sales Order screen (SO301000).I want to highlight the entire row in red whenever the CuryUnitPrice does not match my custom field UsrEDIPOPrice (which is defined in a SOLine extension).I have implemented a TypeScript file and an SCSS file. However, the row styling is not being applied. TypeScript Code (SO301000.ts) import { RowCssHandlerArgs, handleEvent, CustomEventType} from "client-controls";import "./SO301000_CYBEDIWebService.scss";export class SOOrderEntryExt { @handleEvent(CustomEventType.GetRowCss, { view: "Transactions" }) getTransactionsRowCss(args: RowCssHandlerArgs) { const row = args?.selector?.row; if (!row) return ""; // Unit Price const curyUnitPrice = row.CuryUnitPrice?.value; // 🔥 Equivalent of GetExtension<SOLineExt>() const usrEdiPoPrice = row?.extensions?.SOLineExt?.UsrEDIPOPrice?.value; // Apply red stylin

 I’m looking for a way to restrict user access to the Authorize only option on payments and prepayments We may need restrictions in two places but a bit uncertain when looking at this from Access Rights The pop-up dialog box initiated on sales orders The Actions menu on Payment/Prepayments (AR302000) Possibly these are the same?  I’ve tried editing the “Authorize” access rights under Payments and Applications>AR Payment>Authorize but it seems any changes made here revert to Inherited  Is it possible to only allow certain staff to Capture without permission to Authorize-only? 

I am trying to add a file path to the Data Provider File Name field.  When I click on Update Schema I get the following error: File 'C:\OTSShare\Import_Scenario_Files\APIMPORT.csv' is not found. I have made sure that all IIS accounts have rights to the file and folder etc.

Hi, I have data on spreadsheet to import into Notes field where there should be multiple lines in the note. The data contains \r\n characters which are correct characters to use when importing data. However the characters appear to be stripped during import. The workaround is to alter the data in the spreadsheet replacing \r\n with CrLf (just some other text), then in the Import formulae Replace(<text>,’CrLf’,’\r\n’) which then imports as expected. Does this make sense to have to do this ?

Hi everyone,I'm trying to automate the synchronization process for importing files from an FTP server in Acumatica, but it is not working even though I followed the guidelines from this documentation:To Set Up Automatic File SynchronizationThe manual synchronization works correctly, and I am able to retrieve the file without any issue. However, the automatic synchronization does not seem to detect or import new files automatically.Please see the screenshots below for reference: My goal is to have Acumatica automatically retrieve the latest files from the FTP server every 5 minutes.I would really appreciate any help or suggestions from the community.Thank you!

Hi, we have a client who’s using Device Hub and they are asking us to add a printer as another option in Acumatica in Default Printer. I have not configured a DeviceHub before, but I need to do it for our client. I checked the Wiki on adding a printer but it says that I need to configure it in device hub first.My question is, do I need to configure it on my end or they need to configure adding the printer on Device Hub and then I can update the printer list in Acumatica?

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   

Hi All, in the modern UI when you click the Filter Settings button, it doesn't open the Filter Settings dialog box at all, as expectedly on normal functioning.had to switch to Classic UI, for that particular form any time i need to open that Filter Settings. just wanna find out if this case is unique to me, or is a widely known issue with the Modern UI?thanks!  

Say a customer record has multiple salespersons assigned to the same Location ID (on the Salespersons tab).Is it possible to configure an import scenario to delete a specific line based on BOTH the Salesperson ID and the Location ID?Example:Salesperson A // Location ASalesperson B // Location ASalesperson C // Location ASalesperson A // Location BSalesperson B // Location BSalesperson C // Location B If I wanted to delete the Salesperson B // Location B line from the Salespersons tab, how would I configure an import scenario to do so?

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 Exciting News - Upcoming CRM Webinar!Don’t miss our upcoming CRM webinar:  Maximize the CRM Advantage: Streamline Sales and Operations.  Please join ​@MichaelBradner55 and ​@Tara H on Tuesday, May 19th at 1p EST to learn all about leveraging Acumatica CRM to:Streamline your sales process Improve customer engagement and retention Gain valuable insight to inform your business decisionsWhether you’re an existing CRM user or curious about adding it on, feel free to sign up here.  Hope to see you there!   Join us — the June Customer Onboarding cohort is open to partner employeesSomething you have been asking for — and we're making it happen.The June 1 cohort of the Acumatica

Hi all, There was a related topic regarding @BaseRowCode to calculate the percentage of a subtotal. I have attempted to assign a Base Row Code from Net Revenue for the subtotals; however, the values are still appearing as blank.For reference, I followed the guidance from the “Profit and Loss - Line Percentage to Total” community post.Profit and Loss - Line Percentage to Total | Community  I have also attached a snippet of my Row Set for review.  I would appreciate any guidance on where this may have been set up incorrectly. Thank you in advance.

Hi All,I have been struggling to find the table link that will let me list all of the attributes that are listed on an Item Class.The INItemClass table has this beautiful field called ItemClassStrID which is a direct match to the EntityClassID on the CSAttributeGroup table.Using this relation would solve all my problem, but the ItemClassStrID field isn’t available to use as a relation data field.Does anyone have a GI that lists the Attributes on an Item Class?Thank You!