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We are using Expense Management, we are not using the bank feed to create receipts. When I attempt to match the bank feed to receipts that have already been submitted, they do not appear. I can see the transaction in the bank feed, i can see the transaction in Expense Management, how do I get all available expense receipts to populate so I can match them?

Hello,Does anyone know how to add an entry type for a fee to an existing payment processing center? We have created several entry types, and unfortunately none of them are showing up in the list.  Here is one of the Entry Types 

Hello,Is there any report form in Acumatica to generate trade references for customers? We are new to Acumatica, and our old ERP had a prebuilt report for trade references. 

Has anyone else had to add the shipping integration and have it cost $2400+ annually.  We never had to do this before but with the upgrade this is what we are being told.

In version 24_202_0026 which was upgraded from version 23_107_0022 I attempt to programmatically create a SO document. The Bill Address and Bill Contact handling code works with issues. I had the PX.Data.PXLockViolationException error on PressSave(). SOBillingAddress billAddress = docgraph.Billing_Address.Current = docgraph.Billing_Address.Select();billAddress.OverrideAddress = true;billAddress = docgraph.Billing_Address.Update(billAddress);docgraph.Actions.PressSave(); Here I have fond a potential solution.   SOBillingAddress billAddress = docgraph.Billing_Address.Current = docgraph.Billing_Address.Update(new SOBillingAddress { OverrideAddress = true }); docgraph.Actions.PressSave(); Using the recommended code I get the PX.Data.PXOuterException: 'Error: Inserting  'Billing Address' record raised at least one error. Please review the errors error, also, on the end of process, I see the Error: 'RevisionID' cannot be empty.Address is not validated. error. The Save operation works fine wh

Hello! I am testing the duplicate validation settings and have set the account name to “block” for create on entry if it is a duplicate. I also have the validate on entry check box checked.When I tested by creating a business account using the same exact account name as an existing business account, the system did not block me from saving, instead if only marked it as possible duplicates. Does anyone have any idea on why the validation failed? Are there other settings that I failed to check?  

Is there a way to batch change SO statuses from “Backorder” to complete? Below is the import scenario I have so far. I tried not using the SO Type line and only use SO Order Number as the key but would get a error that just said “Document” (very unhelpful >.< )With this scenario below I get the error that the SO type cannot be found.  

Hello, Would like to know how to handle these issues. #1 I Prepared a November sales tax and release too early. how can i reverse? or do i need to…#2 October was not showing up to release yet. So i have Transactions for November but no transactions for October…

Is it possible to extend the workflow on the Kit assembly screen to allow updates to certain fields on the User Defined field tab after the kit assembly has been released?  I followed the directions on Irina’s post, but it didn’t work:https://community.acumatica.com/develop%2Dcustomizations%2D288/how%2Dto%2Denable%2Dthe%2Duser%2Ddefined%2Dfields%2Deven%2Dwhen%2Dthe%2Dwhole%2Ddocument%2Dis%2Dcompleted%2D5480I have used this approach successfully on the Sales Order screen.  Is there something different about Kit Assembly, or am I doing something wrong?  I was sure to make the workflow extension active.​@Irina ​@ray20 ​@Neil Cantral Thanks,Laura

How do I apply retainage to a Subcontract that has already been released?   I cannot make any revisions, everything is grayed out.  When I attempt to create an invoice, it also won’t let me apply retainage.  

Hi! I have this adjustment transaction that was auto generated from landed cost that is not defaulting in the lot number although the item is lot tracked, fifo and a lot # was assigned on receipt. 

Hi!I was curious if Acumatica’s self-service portal includes functionality for employees to update HR-related information, such as W-4 details. I know there’s a user role that allows access to paystubs and time entry within the standard environment, but is there a separate feature or portal for this type of functionality

I want to update the Posting class on about 3000 parts. Many have open Sales Orders. When completing these orders i want them to post to the new accounts. Do I need to recreate those lines? or will it roll up at the time of invoicing? 

I am trying to add a UDF with control type “selector” to the main part of a screen, but I get the following error when I do that.To start from the beginning - I added an attribute with control type “Selector”:Attribute with control type “selector"​​​​Then I added it as a UDF to the PO screen, which shows up on the “User Defined Fields” tab as a selector:UDF on User-Defined Fields tab of PO screenHowever, when I try to add it to the main part of the screen, it shows up as control type “TextEdit” instead of “Selector”.Data Field with control type TextEditI can select the control type and change it to “Selector” before I add it to the screen.  This works and shows up on the PO screen correctly as a selector, however, when I load the PO list GI (which is replaces the PO entry screen), I get the error in the screenshot at the top of this post:Also, when I open the customization project again and go to that screen, I get a similar error, with just a bit more info:But if I haven’t backed up m

I created a custom screen of type FormTab. I added the following view to the form (summary) area. However, some fields appear as disabled(uneditable) when the screen is displayed. Specially all fields in the second DAC. When I add these DACs alone as the view, fields appear correctly with editability. This issue occurs only when the DACs are joined.   public SelectFrom<AMMTran>        .InnerJoin<AMProdItem>.           On<AMProdItem.orderType.IsEqual<AMMTran.orderType>.           And<AMProdItem.prodOrdID.IsEqual<AMMTran.prodOrdID>>>            .View HeaderView;I tried resolving this issue using an a RowSelected event handler as follows, but it didn’t work. I also set Enabled = true for the fields using the Customization Project Editor, but the problem persists. Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!        protected virtual void _(Events.RowSelected<AMProdItem> e)        {            if (e.Row

I currently have a report that looks like this:How can I get the negative dollar values to appear in red? I have searched other solutions. The closest option I have found is overlapping fields and using VisibleExpr. The issue comes in the fact that, the dollar value column uses an if-statement to calculate its value as a negative. So, I’m not able to tie the VisibleExpr field to a specific parameter like [ARInvoice.DocType] etc. Here is a screenshot of the if-statement used:Is there a way to have the VisibleExpr calculate based on the end result of the “Value” field? Thank you,

We need to import stock item. For that we developed import scenario.In stock item there is cross reference tab.We need to import stock item but all items do not have cross-reference data.So, we need to insert cross reference only for those lines which have data. Rest of other recode insert normally.Can it possible through the import scenario?  Can anyone suggest for same?

Dear ALL,Which DAC/Table can get the Beginning Balance and Ending Balance of the Accounts by each day ?Many thanks !NNT

HiI am adding the warehouse location field to the deadstock screen.I managed to add the field and view the location for each warehouse. However the data is not filtering based on the location.I know I tried creating a graph extension to add the location as a filter but its not working. using PX.Common;using PX.Data;using PX.Objects.CS;using PX.Objects.IN.DAC.Unbound;using PX.Objects;using System.Collections.Generic;using System.Linq;using System.Text;using System.Threading.Tasks;using System;namespace PX.Objects.IN.DAC.Unbound{    public class INDeadStockEnqFilterExt : PXCacheExtension<PX.Objects.IN.DAC.Unbound.INDeadStockEnqFilter>    {        #region Usrlocation        [PXDBInt]        [PXSelector(typeof(Search<INLocation.locationID, Where<INLocation.siteID, Equal<Current<INDeadStockEnqFilter.siteID>>>>),            typeof(INLocation.locationCD),            typeof(INLocation.descr),            SubstituteKey = typeof(INLocation.locationCD))]        [PXUIF

HI New user here. We are located in Mtl and our generic dunning letter msut be in French. Where can I change the wording on a Dunning letter?

Hello all,I am trying to add a Selector attribute on a new field in order to store a vendor in a case screen customization using the Customization Project Editor. After I publish the customization, I receive the error: “Cannot create ctl00_phG_tab_t2_CstPXSelector122 control. The PXSelector attribute is missing for the UsrInst_InstallVendor field. Make sure the names of the data views specified for controls in the ASpX file match the names of the data views defined in the corresponding graph.”I have added the following attributes in the UsrInst_InstallVendor field:[PXDBInt][PXSelector(typeof(Search<PX.Objects.CR.BAccountR.bAccountID, Where<PX.Objects.CR.BAccountR.type, Equal<PX.Objects.CR.BAccountType.vendorType>>>))][PXUIField(DisplayName="Install Vendor")]Then, I create the control on the tab I have added in the Cases screen customization. After publishing, the screen shows the selector, but when clicked, I receive the error message above. Am I missing a step in my

My controller relies heavily on the Find function (search) in the report viewer. The find function used to find the first instance on the first click (or enter key) of the find button on a report, then would find the second on a secondo click/return & so on through the list. This functionality is now lost, it will only find the first instance every time you use the find, its almost as if the report is re-loading every time you click Find. I have tested this in new instances of the same build and have the same results.Has anyone else noticed this, and is there a fix for it?Acumatica 2023 R2 Build 23.212.0024  

Customer does not have the Project module installed.  So I can see how COGS gets posted to the GL by releasing the issue associated with an appointment invoice, but how does the cost of labor get posted to the GL?  How is the cost determined and when does it get posted and is there something that needs to be done in order for this to happen?  I have already added a time card for an employee and added a labor rate for same, enabled time tracking in Service Order Preferences as well and I am using a non-stock hourly labor item associated with a labor item class and choosing the above employee for the appointment, performing the appointment and closing, then run billing and release the invoice.  Still can’t see the cost of labor posting.  What am I missing?

Hello - We have a custom AR Invoice form which includes some custom fields created using a customization project. I just added some additional custom fields to this project but with the no coding method and now the previous fields are showing up on the report with an error. At first view, it produces results fine but then when I refresh the errors appear. Is there something I need to change on the customization?Here is the full error message:[A]PX.Objects.AR.CCMBSMM_ARRegisterExt cannot be cast to [B]PX.Objects.AR.CCMBSMM_ARRegisterExt.Type A originates from 'gvuedunh, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null' in the context 'LoadNeither' in a byte array.Type B originates from 'titsnhbc, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null' in the context 'LoadNeither' in a byte array. 

Hello - We have a custom AR Invoice form which includes some custom fields created using a customization project. I just added some additional custom fields to this project but with the no coding method and now the previous fields are showing up on the report with an error. At first view, it produces results fine but then when I refresh the errors appear. Is there something I need to change on the customization?This appears to be the full error message:A]PX.Objects.AR.CCMBSMM_ARRegisterExt cannot be cast to [B]PX.Objects.AR.CCMBSMM_ARRegisterExt. Type