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I am trying to create a business for when an Invoice is added to the SO-Invoice screen (SO3030PL).  The business event will check for a few conditions related to the invoice.  If those conditions are met, the Do Not Email checkbox for that invoice should be checked.  Here is what I have so far.The Business Event:Trigger Conditions:Subscribers:Action Execution:Keys:Field Values:Executed By Events: Any advice you can provide as to why the invoice will not update the Do Not Email field properly would be most appreciated.  Thank you guys in advance.

deleted shipments are populating back up in acumatica we currently use shiphawk but were originally deleted in acumatica how to fix

I am getting this error message when I am trying to Release a Bill.  The date of the bill is 11/18/2024, the post date is 12-2024.  I know we have been able to do this in the past. This Bill has some  Prepayments applied to it.  Could the error be the next prepayment has a post date of 8-2024, so they are not connected?

Hello,Our company just bought a carwash, and I am working on setting up the transactions.  What are the best ways to handle the sales tax and the credit card fees.  We are a construction company and not as familiar with these types of sales for best practices.  We don’t currently use sales orders for our day to day. We get credit card deposits each day.  They are all round numbers and include the sales tax and credit card fees.  I want to track the total time based off dollar amounts.  Cash is one price, credit card is another price.  I was going to set up two non-stock items, one for cash, one for credit card.  Each unit is $1, take sales tax out and its $0.92625.  set the item up as taxable and it works.  But we have to be out 5+ decimal points to make it all work, and/or we are a few pennies off on each transaction. For the credit card fees we take that off when we apply the payment to the invoice.   Thanks for your help. Jeremy

Good dayIs it possible from the report designer to print three copies of the invoice with “sub-text” as follows:1- Customer Copy2.Picking Copy3.Accounts Copy 

Yet again plunging my bucket into the collective Acumatica well of knowledge!!! We have users who can currently Add/View files to Inventory Items, Sales Orders and Purchase Orders etc, however if they wish to delete a file they are unable.  They don’t proceed to the new window that allows the removal of files.  If they attempt to ‘EDIT’ the link - they are thrown straight back to the Acumatica homepage. Would the Access Rights for this be in one location - or is there a separate Access Rights for each screen (Purchase/Sales Orders/Inventory etc)?  I’ve trawled through the Access Rights by Screen and by Access Rights by User but to no avail…. Many thanks in advance! Ben 

Hello all, I do not want to setup a virtual machine and install Acumatica and then worry about the patches and upgrades …So, the question is, has anyone installed Acumatica on Azure using Azure App Services? If yes, any documentation that you can share?

Hello! We created an additional company in an existing tenant that has 9 months of transactions. We are trying to give user access to either company 1, company 2, or both companies. We have separate ledgers for each company so the transactions between the two should be completely separated.According to this community post Access rights for users that can switch among companies | Community, we created separate user roles for each company. Each user has company 1, 2, or both user roles assigned. The data separation works if the user only has one user role assigned (e.g. user with company 1 role see transaction in company 1, user with company 2 role see transaction in company 2). The issue is when user is assigned both roles (company 1 and 2), doesn’t matter which company the user is logged in, user sees all transaction from both companies combined. We need users who are logged into company 1 to only see transaction of that company. The data should not flow between the two companies, wher

Our sales team creates customer activities in Acumatica, including tasks and emails. I would like to know if there is a way to set up security controls for the visibility of tasks and emails assigned to others or different departments. This applies specifically to the activities tab within customer profiles and GI reports. Note that each salesperson uses their personal email account.

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