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We receive payments from vendors on warranty work that we perform.  The warranty “claim” is created as a Purchase Receipt “Return” record.  When we receive an AP credit from a vendor, it is applied against the return receipt and we can then use that credit to pay other invoices from the vendor.We have two vendors that insist on cutting us checks for the warranty payments rather than an AP credit.  The checks come into our lockbox and are processed by our AR team.  It’s a complicated “throw everything over the wall” process to take this payment and ultimately apply it to the warranty claim.I’m wondering if there is a way that I could extend the business account for these vendors as a customer record as well.  AR is very familiar with creating payments for customers (and the lockbox module can do it automatically).  I’m sure I could do it with a combination of customer and vendor documents hitting a clearing account, but I’m wondering if the system already can see “Vendor ABC is a custom

Hello community, I have setup a couple of restriction groups in the Row Level Security space, lets call one Group A and the other Group B. They both use group type A (direct). I have assigned User A to Group A and User B to Group B.In Group A, I have selected ALL of the available Item Classes and added them to it.In Group B I have selected a specific item in the Inventory Items tab. No Item Classes were selected. When I look at the Stock Items page, User A can see all the items as expected. However, when i look at the Stock Items pages as User B I do NOT see the Inventory Item I selected. Why is that?

Whenever I try and build a schema in Acumatica Report Designer, I get an error message of a SOAP version mismatch.  Any ideas on how to fix this?  

it have the same column in tab Task of Project(PM301000) and Revenue Budget, but they aren’t matched.I see the help said that this column for Revenue Budget have this behavior:I see the help said that this column for Task have this behavior:Is it me or it’s hard to understand which wins or in which order we need to use them?Thanks

Hi !Is it possible in the import scenario of multiple inventory ID & quantities, to pull up the information to verify if the inventory id exist in the database , and do conditionnal thing like :IF this_inventory_id_exist_in_the_acu_database THENuse itELSEtake ABC123(existing one) Thanks!

Hi,In the Opportunities Screen, after the Create Quote button is clicked, the pop-up below appears with the option to create a Sales Quote displaying by default. The client would prefer for this to show Project Quote by default since the majority of their quotes are project ones, and some of their staff have mistakenly created Sales Quotes instead of Project Quotes as they forgot to change the dropdown value in the image below.Is it possible to change the default value that appears in this pop-up screen? Or should they just double-check this value before proceeding with the quote creation?Kind regards,Andrew 

Hi Community, I’m wondering has anyone worked on a solution for New York State Capital Improvement Tax, possibly a GI or Report?Details:When doors/windows are installed into a home, home owner does not pay Tax (it is considered Capital Improvement transaction) BUT the company who has sold/supplied the doors/windows has to pay tax on the cost of materials which is on a linked purchase order.

We are Using the Print refund Package available in Github, However we are facing an issue with the below screnario. Prepayment is created in the system,  Doing the refund using the prepayment created in the system. Able to see the Print refund check however it is printing blank.   Any Suggestions.

Is there a stock report/GI that will show me past due POs? I’d like to be able to look at all POs for a given vendor and see who delivered late against their promise date. This will be helpful for supplier reviews. I’m less worried about what is late TODAY and more worried about looking at performance over a time period. As Always, my thanks to the community! -Jordan

I have a Pivot Table that compares the monthly number of orders from last year to the monthly number of orders for this year (See Pivot Table.png).The attachment Pivot Setup shows how I set the pivot table up.What I would like to do is add Yearly Totals to the far right of the pivot table (See Desired Pivot Table.png). This would show the Total Number of Orders for last year as the Total Number of Orders for this year.I have tried adding Totals to the Rows, Columns and Values but the only totals I am able to come up with is a combined total of both years.Is there something I am missing, or can’t this be done in Acumatica?Thanks you!  

hello all,I am learning development basics in Acumatica and I am looking steps/guide on how & what to install for Acumatica apart from the configuration wizard.Any help would be grateful. Regards.

Hi, So I try and stay up to date with release notes but there’s always a confusing part to some of it.For example, if the release notes mentions a bug fix but then mentions a workaround underneath, is it fixed for this build and the workaround is for older builds or was it just identified and do this workaround for now?Here’s a good example from 2024R1 build 115. A KB article from a while ago said this bug would finally be fixed finally in build 115. The release notes make mention to it but then put a workaround. So was it fixed or not?  Regards, Andrew 

Hi I have a question I’m trying to change the labels display names in Easy Post but I’m not sure on how that works. I copied someone’s code from over 5 years and but I tried using it and it’s not working on my end can does someone know how to change the display name from Acumatica. Shipment shipment = new Shipment() { to_address = toAddress, from_address = fromAddress, parcel = parcel};//DO THIS BEFORE CREATING!shipment.options = new Dictionary<string, object>();shipment.options.Add("print_custom_1", "this is some sample text");shipment.options.Add("print_custom_2", "abc");shipment.options.Add("print_custom_3", "xyz");shipment.Create();var lowestRate = shipment.LowestRate(includeServices: new List<string>() { "First" }, includeCarriers: new List<string>() { "USPS" });shipment.Buy(lowestRate);shipment.GenerateLabel("pdf");

Hi!I have a requirement where Stock Items are usually purchased to inventory, but sometimes times they are purchased for specific project(s).When purchased to specific Project the stock should not come into inventory and just hit project as Expense.Project Drop-Ship PO works well for this scenario.BUT Project Drop-Ship can only be raised for ONE Project at the time. This client, more often then not, purchases across 2-3 projects on one PO. I am thinking I could customise the Project on line to be editable? Has anybody done this before? We have customised AR Invoice before and allowed Project Edit on lines, and it was small customisation, would it be the same here for Purchase Order screen? Thank you in advance. 

Hi! has anyone experienced this where for the same item if you create a GI with table INLocationStatus it returns a qty on hand different than querying for the same table using SSMS. I’m not doing any joins or anything complex. Simply selecting Inventory ID, Qty on hand from INLocationStatus: 

Hi, All I am trying to update the UDF in the customer form. But when ever I am trying to use PUT API. It showing me the the Customer.AttributeAGDCRAN is not available in data set. I have also extend the API and populate this field in customer>>Attributes As you can see in below screenshot. I create AGDCRAN from attributes.   Can anyone help or guide me how can I update this UDF using PUT API.   http://accumaticaInstance/AcumaticaSB/entity/AGRAN/22.200.001/Customer?$select=CustomerID&$custom=Customer.Attribute.AGDCRAN” but this query is not updating the UDF. There are other Attributes also.Below is the body AGDCRAN is the udf{ "CustomerID": { "value": "0018293851" }, "custom": { "Customer": { "AGDCRAN": { "type": "CustomStringField", "value": "Apple jam 8 oz." } } } }  

When cycle counting, we were under the impression that there was an option to create a physical inventory type that would include all items in a location every time even if they are newly created item.

I have Develop two reports as CA650000 (main report) and CA650001 (sub report) Both the reports has Date parameters. CA650001 report is used as a sub report inside the CA650000. This sub report takes two parameters as CashAccount and DueDate.  when I run the sub report individually it works fine. when I add the DueDate Parameter it did not pass the values to the main report. when removes the DueDate Param it works fine. DueDate which is get as a parameter in the main report passed as a parameter of the sub reportThis is how I pass the parameter to the sub report. Following i have attach the reports also 

Hello,On my payment plugin I’m getting the errorValue cannot be null.Parameter name: source at System.Linq.Enumerable.Where[TSource](IEnumerable`1 source, Func`2 predicate)   at PX.Objects.Extensions.PaymentTransaction.PaymentTransactionAcceptFormGraph`2.GetTransByDoc(ICCPayment payment, IEnumerable`1 trans) in C:\build\code_repo\WebSites\Pure\PX.Objects\Extensions\PaymentTransaction\PaymentTransactionAcceptFormGraph.cs:line 1033   at PX.Objects.Extensions.PaymentTransaction.PaymentTransactionAcceptFormGraph`2.<>c__DisplayClass29_0.<CheckPaymentTransaction>b__0(IEnumerable`1 i) in C:\build\code_repo\WebSites\Pure\PX.Objects\Extensions\PaymentTransaction\PaymentTransactionAcceptFormGraph.cs:line 617   at PX.CCProcessingBase.RetryPolicy`1.DoExecute(Func`1 execAcion)   at PX.CCProcessingBase.RetryPolicy`1.Execute(Func`1 execAcion)   at PX.Objects.Extensions.PaymentTransaction.PaymentTransactionAcceptFormGraph`2.CheckPaymentTransaction(TPrimary doc) in C:\build\code_repo\WebSit

Hi,I added 2 new fields to Inventory Adjustment, both decimal UsrQtyThirdParty and UsrQtyUSN. I added them to the extended endpoint.I created an adjustment, the 2 fields are inserted correct, I retrieve the record and change the values of the 2 new fields and do a PUT, the values stay the same, not updated.Get the adjustmentUpdate the adjustmentResult after update 

During 2024R1 launch it was demoed an option to Offset AP and AR Documents.  Was this included on 2024R1 version?  If so, what are the steps to make it active?Image from 2024R1 launch presentation. 

Hi I have done a customization where I set the required qty to 1.00 in the material wizard 2 screen which works, I now need to make sure the release qty field also reflects this change where release qty needs to be the 1.00*the BOM, it still seems to be the original qty * the BOM with the logic I have written below.using System;using PX.Data;using System.Collections.Generic;using System.Collections;using PX.Objects.Common.Extensions;using PX.Objects;using PX.Objects.AM;namespace PX.Objects.AM{ public class MatlWizard2_Extension : PXGraphExtension<PX.Objects.AM.MatlWizard2> { #region Event Handlers // Use RowSelected to update QtyReq when the row is selected or edited protected void AMWrkMatl_RowSelected(PXCache sender, PXRowSelectedEventArgs e) { var row = (AMWrkMatl)e.Row; if (row == null) return; // Force QtyReq to 1.00 whenever a row is selected or edited row.QtyReq = 1.00m; sender.SetValue<AMWrkMatl.

I’m formatting my checks for use with AvidXchange so that up to 35 invoices show on the check stub. It’s working for the most part except that  I have this issue that the last Doc Type and Payment Amount are not showing up. If I have 20 invoices, invoice 20 won’t show a Doc Type or Payment Amount. If I have 15 invoices, invoice 15 won’t show a Doc Type or Payment (but will show the Date and Invoice Number). Any ideas? Thanks

We have a customer that is fast approaching 9999 on their auto incremental value numbering?  I would like to know what happens in Acumatica when this happens.  Does auto numbering stop? Does it continue counting?  We want to have a plan in place if needed?  

Hi, I am trying to update custom fields within the Leads aspect of acumatica.  My payload works fine for the fields listed, plus I am able to update notes.  My issue comes with trying to update multiple custom fields.  Whenever I can successfully submit my jSon, only one of the fields updates.  This is what I have:'"custom":{"Lead": {"AttributeFOLLOWDT": {"type": "CustomStringField","value": "12-10-2024"}},"Lead": {"AttributeWRSOURCE": {"type": "CustomStringField","value": "Andersen" }}},'