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Hello,The “prepare tax report” and “release tax report” are showing different figures for the same entity and same period. Have anyone experienced this before?

Hi,I am trying to give our users the ability to import records in the ‘documents to apply’ grid on the payments and applications screen (AR302000).I’ve followed Sergey’s instructions here and referenced this previous post. The upload button is now visible, however I receive the following error when attempting to import a file: “The view $ImportXLSXSettings doesn't exist.” or “Error: The view $ImportCSVSettings doesn't exist.” depending on the file type.I am not able to find any information on this error and unsure where to go from here. My current AR payment entry extension is below.Any help is greatly appreciated!using PX.Data;using PX.Objects.AR;namespace PX.KWW.KevinScreen.Graph{ public class ARPaymentEntryExtension : PXGraphExtension<ARPaymentEntry> { [PXOverride] [PXViewName(Objects.AR.Messages.DocumentsToApply)] [PXCopyPasteHiddenView] [PXImport(typeof(ARAdjust))] public PXSelectJoin< ARAdjust, LeftJoin<AR

Please check the screenshot below. Is there a workaround to remove the customer name(highlighted part) from the Sales Order form title? I examined the SO301000 ASPX using the 'Edit ASPX' option in the Customization Project Editor, but finding the title was difficult.    

How can I implement a profile photo uploader to upload an image and display that image on the Employee screen?

When an Assembly is Disassembled, are the Component Parts returned to Inventory?I ask because I don’t see a certain component part back in inventory after completing a Disassembly. 

Hi, can we set up a Consolidation Parent Company with a financial Calendar that differs from the one used by the Consolidation Units?We have a client whose fiscal year begins from January, but for reporting purposes, they would like to setup a Parent consolidation Company ( preferably within the Same tenant) to use a financial calendar begins from the month October(they have “Multiple Calendar Support” feature enabled).So when we run the consolidation Import, the period 01-2025 (January 2025) data from the Consolidation units should get imported into the period 04-2025 (January 2025) in the Parent Consolidation Company.Thanks

Using the Trial Balance by Summary and Detail Report Filtering logic I think I figured out why it would not return values but wanted to confirm with community.Acumatica 24R1 Build 24.104.0008Single Tenant, Multiple Company, same ledger for Actual. 1 company has multiple branches and the other company is a no branch setup.I cleared the Company/Branch field on Report Parameter Tab ( “Blank”).  On “Additional Sort/Filter” Tab I selected the “Property” branch.branch ID field with “Condition” EQUALS, and selected branch from List of branchs in the “Value” field. I noticed by selected the “Value” it inserts the word branch which is invalid for branch id name. I had to just manually type in “Value” field the branch id.  Also tried to use the 2nd value field to include an additional Branch ID. The 2nd value field does not appear to work and display 2nd branch TB info even if manually typed. If I only used the “Value” field, manually input the branch ID, and used separate Rows for each branch i

I'm new here as our organization is transitioning to Acumatica!I'm trying to set up Acumatica in a way that allows our team to access instances to use snapshots and complete training courses. My main question is: What is the best approach for setting this up to support multiple users?Should I install Acumatica and the relevant snapshots individually on each team member's workstation, or would it be better to set up a shared environment, like a VM or server? I’d like to hear about your experiences with these setups, especially any pros and cons you've encountered.Thanks in advance for your help!

Has anyone had any issues with / when sending a email via a template, the message will look exactly how you want it to look on the template, in “all emails” it looks good, but when received in outlook it looks like it goes from no spacing between lines to double spacing.  Every line, including signature from “my profile” being inserted looks like it’s going from single space to double or 1.5x. It looks unprofessional and not sure what the problem is.  Any ideas? 

Hi everyone,I am facing this issue on the DFR and the timecards screen where the time entries overlap. Please see the screenshots below:The first entry above starts at 9am and continues for 4 hours which brings the time to 1pm. However, there is still a second entry which starts at 12pm.These entries are directly brought from the DFR I created and are resulting into overlapping time activities (from 12pm to 1pm)Is there any known solution to this or maybe a warning popup when an employee tries to enter such values under DFR or submit their timecards?I appreciate your time and help!Regards,Raj Jasani

I want to create a custom screen that can be used for validating the components selected on a kit assembly.In general, there is a 3 step process.   The first step is to scan the bar code that returns the kit assembly Id.  After that, they user will scan the components on the kit assembly and I can then compare the items scanned to make sure the serial numbers on the scanned component match the serial numbers as entered on the original kit assembly. I’ve never worked with barcode scanners.  Is the barcode scanner just a quick way to enter text into a field on a screen?  I don’t think I need WMS, I think I only need whatever it would take to get it so that when someone scans a bar code, it fills a the field on the screen.On the Pick Pack and Ship screen, there is a field where you can scan a barcode to basically put @pick into the field.  I see this using PX.BarcodeProcessing; on the PrintPackShip screen and maybe that is all I need?  I think all I need is whatever code it would take to

Hello Everyone,Is there a way to implement a restriction so that the users can only access certain types of Cases in the Support module? For example, we have Customer Complaint case type and Product Documentation Request case type, so user A can only view and access Customer Complaint case type and then user B can only view and access Product Documentation Request case type and then user C can view and access both case types. Thanks in advance!MRIVERA67

This is not currently turned in my configuration, if I do make it active, am I liable to get charged more?

Dear ALL,We have an AP transaction that was released but unposted and we do not want to post this AP transaction.How to close Financial Period with unposted batch ? Best Regards,NNT

We are using the nuget package Acumatica.RESTClient.ODataApi version 4.1.0.  We are trying to call a generic inquiry via OData v3 using ODataApi.GetOData().  However, the $orderby parameter is not listed as a parameter for this method.The method includes the following parameters:select, filter, expand, skip, and top - but not $orderby.Is there a way to make an OData v3 call using an $orderby parameter?

I have a negative quantity available and am trying to figure out what is causing it.  I went through the history of the inventory transactions and everything seems to be ok.  I have an FS Booked quantity of 1 in the inventory allocation and wondering if this could be the reason? 

Hi All,We’ve been successful in implementing popular git strategy and DevOps principles for Acumatica ERP, by utilizing Gitlab CI/CD pipelines, and Customization API.We are client of Acumatica with in-house customization development department, but I believe our experience can be expanded to multiple other scenarios and settings.Please leave your comments under this post, if you are interested in this topic, and specify which parts of the solution would you be most interested in me explaining, to help me shape the content of the larger article.Setup:3 Acumatica instances - DEV, QA, PROD Self-hosted Gitlab server Self-hosted Windows gitlab-runner In-house built C# CLI client for Acumatica Customization API supporting all main methods (import, unpublish, publish)Process requirements implemented:SCRUM-friendly development process Controlled git flow to prohibit unverified changes from going into PROD Manual deployment to PROD and scheduled/manual deployments to DEV/QA Scheduled nightly de

Hi,I have a requirement to default the tax category based on the entry type selected. Currently following options are available. My tax setup includes multiple tax categories under one tax zone. System picks the default tax category for the tax zone attached to the entry type.Use can manually change it. we can use a non-stock item to default the tax category. Use has to select the tax category and also the  entry type in the cash transaction. Is there any way that I can set the tax category to pick automatically connected to an entry type?Thank you,Dulanjana

Hi,In the sales orders screen, the “Print Sales Order” button is disabled when the SO is in backorder status. Does anyone know what is the reason to disable the report when the order is in the back order status?Thank youmDulanjana

I have these lingering tabs on a GI I’m working on and can’t delete them. This is the error message I get when when trying. Any ideas on how to clean this up?  

Hi,Is there any way we can remove few lines from the Transfer Reciept when processing 2-step Transfer method.  I tried to remove few item lines but delete (X) icon is freezed.  Thanks!

Hi Everyone,We are working with subaccount segments and row level security. Let’s say we have 2 segments in the subaccount , XX-XXX. Both of these segments have a 1 for 1 on row level security groups, group ABD and group IPE. Both groups are type A. Both segment 1 and 2 will have subaccounts in group ABD and group IPE.       What we are trying to achieve is if we select subaccount segments from group ABD on the first segment, we segment 2 to only show the ABD subaccount segment value (and not see IPE). For example below, we select ABD in segment 1, but we also see subaccounts from IPE. -- We want to restrict this to only ABD in the second segment. For this testing, our user is part of both group ABD and IPE.  Currently I have not figured out a way to do this on GL Account Access. Is this possible in Acumatica?Thanks

Is there a way to add a column for cost of FS Allocated items to the Inventory Allocation Details page?  

Hello everyone!I’m trying to create a Generic Inquiry that produces a report listing the materials contained in a multi-level BOM and some information about those materials. The difficult part is that many (but not all) BOMs contain BOMs within them, which themselves can also contain BOMs, and I want those material items to be listed as well.I’m able to get the first level BOM materials in one report, and I can get the second level BOM materials in another, but not at the same time in the same report.I’m looking at the tables “AMBomItem”, “AMBomMatl” and “InventoryItem”, which I believe are all the tables I need, and have Inner join types between them based on bomId and InventoryId.So, my question is this: how do I write the GI in such a way as to get all the layers of BOMs and their material constituents? Is there are way to recursively go through each BOM item to check if it contains a BOM itself and if so get those items?Any help is appreciated!