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Issue is that a handful of AP Bill transactions are appearing incorrectly in the September BAS when they should be appearing in the October BAS. Example: Transaction itself was created in the system in September 2023, dated 04/08/23 but post dated 04-2024.   GL Register Detail for this transaction confirms the From-To period as 04-2024. However, when running the report “Tax Details by GL Account by Period” this transaction is appearing and the Tax Period shows as 03-2024.My question is why is this transaction appearing on this report as post period 03-2024? Where is it picking up the post period date from? I have checked the Financials Tab and batch details but all showing as 04-2024 for October.

How do you handle stock items that have multiple attributes, like different colors, sizes, etc.? In my previous ERP, I had a single product ID with multiple attributes. For example:001 Pants (Green/Brown/Red) 002 Shoes (Green/Brown/Red)In that system, I only needed to create one SKU and assign multiple attributes. However, in Acumatica, it seems like I need to create a new ID for each variation. Am I missing something?

Good day,The accountant add a second invoice on a project in error.  They realized the issue. Removed the line items and placed the invoice on hold.  Now it is stuck.  The trace shows that we are getting table errors on the database.  Any help would be appreciated.Do I need Acumatica?It is causing issue with management because it shows the Project 2x on dashboards and report.Thank youEvan System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.   at System.ThrowHelper.ThrowKeyNotFoundException()   at System.Collections.Generic.Dictionary`2.get_Item(TKey key)   at PX.Data.ReferentialIntegrity.Merging.ReferenceMerger.MergeReferences(IEnumerable`1 mergingTypes, Func`2 getReferencesFor, Boolean childrenSubstitution)   at PX.Data.ReferentialIntegrity.Merging.ReferenceMerger.MergeReferences(IReadOnlyDictionary`2 collectedReferences)   at PX.Data.ReferentialIntegrity.Merging.TableMergedReferencesInspector.<>c__DisplayClass3_0.<.ctor>b__0(Ta

Hey everyone, I know we can use the Mass Change function to swap one item for another across multiple BOMs.  Is it possible to use function to just remove an item without swapping out another one.

@Debbie Baldwin or anyone else familiar with this functionality in 2024R2.We were eagerly awaiting the ability to turn off backward reporting since we had built custom, complicated, resequencing logic to allow out-of-sequence reporting in 23R2. It worked well for the most part, but seemed to have some hidden issued that surfaced occasionally. In testing this new functionality in 24R2, it doesn’t seem to support what we actually need. I’m hoping I just don’t understand it. Example business case: Since we manufacture storage sheds, a production order may have the following operations.1. Framing2. Paint3. Roofing4. Electrical1 is completed first, but then subsequent operations may be completed in any different order,resulting in (1, 2, 3, 4), (1, 2, 4, 3), (1, 4, 3, 2) etc. From all my testing with creating/completing production orders with backward reporting turned off, it seems that the original “Last Operation” is fixed and only prior operations can be reported out of sequence. Is that

I am seeking other Partners or Customer with experience using the Pacejet Integration in 24R1Question - when creating a BOL in Pacejet should the BOL be transferred to the the shipment in Acumatica ?   

Company currency is USD, I have created a sales price list by mentioning customer and their currency ExampleSales Price WorksheetItem A - EUR - 10 After I have released the price list, system still picks the default price (USD) from stock item instead of customer price defined in Euro in Sales Price. Will Acumatica support different currency in Sales price other than base currency ?

Hello Everyone, We have a requirement to add a popup validation message on the “Remove Hold” action in the Change Order screen. If a specific condition is met, we need to throw an exception so that the Change Order remains in “On Hold” status until the user corrects the values. We are able to display a popup warning message on the screen using `View.Ask("")`, and it’s working fine. However, once the user clicks “OK” on the popup, the status changes to “Pending Approval.” If we throw an error upon clicking "OK," the record appears as "On Hold" on the screen, but in the table, the “Hold” field changes to false. We also tried bypassing the base method if our custom condition is met. In this case, the status on the page shows as “On Hold,” but in the backend, the “Hold” field still becomes false, preventing further edits. Even when we simply throw a `PXException` in the “Remove Hold” action, the exception displays correctly, and the screen shows “On Hold” status, but the `Hold` field in th

I have a GI (Vendor summary) in which the top 10 records are to be shown, with total aggregate (SUM) set in the columns for amounts (e.g.blance due).We want to show these totals (of the selected records) on a dashbard, however the totals shown on the dashboard are from all records of the GI and not the selected 10.It seems the total aggregate function in a GI where the ‘Select top’ is selected, does not take into account the ‘Select top’ selection.How is one able to show these totals correctly on a dsahboard?

Hello everyone! I’m currently the Director of Finance at a construction company. As we go live with Acumatica soon we are seeking assistance in some aspects of contractor and subcontractor agreements management that are lacking to our current situation and needs. We’re looking to streamline the way we create, issue, and manage subcontractor agreements. While we’ve been following the best setup that has been presented by using “Printed Forms” in the construction module, we’re exploring digital solutions to enhance efficiency and ensure compliance.We are dynamic in needing to have a template for the basic start of the agreement/contract but will have constant changes with modifications frequently and need an easy way to adjust. We have started this setup by using report designer to get the basic template which has been great but after when we send to the customer and we get a list of items to change in a 40 page document we want an easy way to do this. We have looked at the new feature a

I have a check that is closed, however it is not showing up in the reconciliation detail.  Has this ever happened to someone else?  The check has not been voided, and it has cleared the bank.  

IN Error: Due to inventory item allocations, the available-for-shipping quantity of the Inventory ID lot/serial number of the Inventory ID item will become negative. Reduce the allocated quantity by 1.00 EA before releasing the adjustment. For details, see the Allocations Affected by Inventory Adjustments report. I get the above error for doing an inventory adjustments after cycle count.

Hello,We have added Latitude and Longitude data to our Customers (Customer Master screen, Shipping), and when I add the field to our Customers GI, both columns are blank even though there is data.  Not sure what I am doing wrong here.    I have attached the GI to this post.

Hi, hoping someone can help me here.Our accounts payable module is posting to inactive general ledger accounts, which I then have to go and fix with a reclassification journal.Is there a setting somewhere that I can change to ensure the posting isn’t allowed in the first place?Thank you.

Hello Community.I have 15 sales staff.When they log in I want them to see the number of customers they have on the dashboard. How do I create this filter? every way I try I have failed. should be @me for login and salesperson

Hi Community team, Is there any API available to Validate Bill Entry “json data”?We would like to validate Bill entry data before call to create bill api entity/Default/xx.200.001/Bill.  

Please delete, the Company ID’s at the top are not in the system.  The import works.  Sorry. Hello,Hoping someone can help me with my import scenario in which I’m trying to update an existing multi-select combobox via import scenario.  If the source field only has 1 item, it processes fine.  Only when there are multiple items, it throws the error below.  Data Sample:    

 According to the documentation, If the On Receipt Release option is selected, the system generates an inventory receipt and a transaction that updates the expense account when the purchase receipt is released. The system updates expense accounts for both stock and non-stock items in this case, and the system does not update any inventory accounts.Even though my settings are as stated above, no expense is booking with the PO Receipt release. It only books once the AP Bill has been released.Before AP Bill: After AP Bill: 

Where a “list as entry point” has been created and replaces the original entry screen, how do I change the navigation logic so it will launch a new tab instead of launching inline on the same tab? Clarification… The list I’m referring to is a custom form. It not built from a GI.

while selecting order type not getting selected and the same option not open when use from Production Order Detail > More> :Lateassignment

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  Acumatica Community Webinar - Managing Construction Budgets with Acumatica: From Setup to Execution - Wed, Nov 20, 9:00 AM - 10:00 AM (PST)Managing construction budgets doesn’t have to be complicated! Join us for this webinar to learn how to set up, monitor, and adjust your budgets to keep financial control in check. We’ll cover configuring budgets, tracking actual costs, making revisions, and setting up Acumatica’s budget alerts to help you catch overspending before it happens.Presented by @iqraharrison   How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable inpu

Hello,Has anyone ever added a beginning balance on a new bank reconciliation? We have a petty cash fund which shows as a balance on the balance sheet, but I wanted to add it the reconciliation process. I added the a new bank rec for the account but does not pull in the balance as on the balance sheet. I thought to add a JE to credit the cash account with the GL $ amount, then debited the same amount to the cash account- which do show up in the rec. If I clear the credit line and leave the debit line and the ending balance is populated with the correct amount. The issue is that the other line will never clear - which I prerfer not to see each month. Any thoughts?

I think I’ve been looking at this too long. 24r1I have set ShipVia to be required through cache attached in my SOOrderEntry extension. I added Required = true to PXUIField and changed the PersistingCheck in PXDefault to NullOrBlank:[PXMergeAttributes(Method = MergeMethod.Merge)][PXUIField(DisplayName = "Ship Via", Required = true)][PXDefault(typeof(Search<Location.cCarrierID, Where<Location.bAccountID, Equal<Current<SOOrder.customerID>>, And<Location.locationID, Equal<Current<SOOrder.customerLocationID>>, And<Current<SOOrder.behavior>, NotEqual<SOBehavior.bL>>>>>), PersistingCheck = PXPersistingCheck.NullOrBlank)]protected virtual void _(Events.CacheAttached<SOOrder.shipVia> e){ }So, in theory, I should not be able to save the record without supplying a shipvia value. But, I can click Remove Hold.Now, the record is not persisted to the database, but the order is now Off Hold.And I understand that’s because the action for

Hi,I’m a beginner with generic inquiry configuration. I’m wondering what are all the available functions similar to @me, @monthend, etc. that we can use as a value in the parameters or conditions sections and that are not presented in the “Help” section of Acumatica. Is there a full list available somewhere other than those showed in the operators/functions below?  Thanks!

Does anyone have ideas about what might be causing this?When I publish my customizations that I’m working on, in my local instance, the process doesn’t complete. There are no errors whatsoever. It just gets part of the way through the publish process and stops with seemingly no rhyme or reason. Then I have to unpublish all customizations and publish them one by one for it to work. This has been happening for some time now, and getting more frequent.Thankfully the issue is not present in the production instance, but it’s still annoying and concerning.I have a very fast machine and even if I leave it overnight it doesn’t complete, so it’s not just a slow publish.