Discussion Forums

Hi Team,We need to update the file documents, which are present in the header, to the details section in the Bills and Adjustments screen. Additionally, we need to update the history records. Please assist us with how to do this. We await your response.Have a great day ahead.Regards,Sagar  

I would like to have the notes associated with a transaction to print on the same line on the reconciliation statement report. Which field would I have to include on the report to achieve this?   

There is a need to maintain separate report templates based on the relevant company. So how can separate report templates corresponding to the multiple companies inside a single tenant be maintained?   

Hi ALL,Suppose the Company (PRODUCTS) has 2 Branches (PRODRETAIL, PRODWHOLE) as shown. I see that. After being created, a company's branches will use that company's Access role by default. It is not possible to edit the Access role of each Branch.How to create Access Rights for users to only use one branch of the company ?  Regards,NNT 

Hello all,I have been trying to run this automation schedule for multiple branches, but it not taking into account any of the branch.How shall I set this up to make it run for multiple branches?  Thanks in advance.

Working on a project where I created a new workspace and categories to the menu.  Then we created some new GIs that pointed to this Workspace and new Categories.  I then added those GIs and Site Map changes to a Customization Package.  When I published that Customization into a different test tenant, I can find the Workspaces/Categories being created, but the GIs do not populate and I cannot make changes to the GIs to make them populate.  But, I can assign a different GI to the new Workspace/Category to populate.What am I missing or doing wrong?  Is there a best practice?

Hello Everyone,We have a requirement to change the display name of the “Notes” button on one specific screen. We tried using CacheAttached on NOTEID and performed SetDisplayName in the RowSelected event and the initializer, but we were unable to change the name through the customization.We also considered using translation to change the name, but this method changes the Notes label on every screen, whereas we only want to change the label on one screen and we have custom field on the detail section with “Notes” as a display name and it is also converting as translation label name.  How can we achieve this? Please suggest. public class RequisitionEntryExt1 : PXGraphExtension<RQRequisitionEntry> { public static bool IsActive() => tr

Hi There, We had just migrated to 2023 R2 and I can’t release wire batch payment. The error message is below. “Check the remittance settings of the LAMTD cash account and the WIRE payment method on the Cash Accounts (CA202000) form.” The bank setting is below. We don’t experience this error prior, the bank setting was not changed 

I have an account on portal.acumatica and I am in both Portal Admin and Portal User groups.When I log into the portal I am not able to access anything. All previous portal users are no longer with our company so we are a bit stuck on how to add users to the portal? We need to be able to see our open support cases. Please advise. We don’t currently have a partner working with us either.  Configuration Error: Your user profile is not associated with any Business Account  

Hello Community, I am curious can we conditionally publish screens customizations by adding switches to the FeaturesSet?If I add a brand new screen in Acumatica, I can use “Features.xml” to show/hide new screens by reading a custom/existing flag from FeaturesSet/FeaturesSetExt. Also, in my C# code I can conditionally make a Graph, DAC or their extensios Active/Inactive.But when I customize an existing screen in Acumatica, is there a way to instruct the platform to conditionally publish or not publish a set of changes made to the screen? I know I can hide/show controls but it is not what I want. What I want is to instruct the customization engine not publish a set of customization on Acumatica’s out-of-the-box screen(s) (or not merge it to the out-of-the-box) if a switch in FeaturesSet is not turned on. @Dmitrii Naumov 

Hi guys, I created a condition called IsExempt below, the Tax Zone on a Customer record is set to PAEXEMPT   I then added the Tax Registration ID field and used the IsExempt condition in the Required column. My expectation in doing this would be that whenever the TaxZoneID = PAEXEMPT then the Tax Reg field would be required, but this is not working and I need some guidance.  Thanks!  

Acumatica is using mysql or sql how to identify in c# code. Or In Acumatica how to get the provider name in C# code to identify the SQL or MySql.

Hi, I have a requirement to see the tax amount for each invoice line. In the invoices and memos form, under the details tab, there is a column for Tax Amount. It does not show any values while the taxes are applicable for the line. My tax calculation rule is exclusive line level.  Does anyone have any idea? Best Regards,Dulanjana

We have a user that has a new last name (recently married). These changes have all been updated in AD. Now in Acumatica, the ‘Last Name’ field is incorrect. In one site I was able to delete the user, then add from AD, and set up the user roles again. This fixed the last name issue.However, in another site, the user is tied to records in the system, so they can not be deleted. How do I update the last name in this case? Thanks

After upgrade to Acumatica 2023R2 filters on forms and GI stopped working for some users. It looks like computer related problem because when admin login to user’s account, all filters work.But some users under admin role experience the same problem. It’s the same for custom and original form/GI.Here is an example 

Hello! Is there a way I can find out who created a user’s profile/account?

Hello all,I have a doubt as to why for some of the scenarios the Modified fields column under the Audit History report is blank as highlighted in the below screenshot. In what scnearios & why are these rows blank?Thanks in advance

Does anyone know of a way to track the SO sales and shipment of an inventory ID back to the PO Receipt that was used to cost that item when invoiced?  The majority of our inventory is setup as FIFO costing, the rest is by serial number.

I originally posted this issue on Financials but looks like it is more of a technical or development issues as I usually get quick replies on Financials and have been a couple days with a few views and no replies yet. Original post:  Issue: On sales orders, while adding a new line item. New users get a search result while typing the Inventory ID. We don't want it to show a search result, if a search is needed the users can use the search icon on the Inventory field. We want to block search result for displaying while they type in the Inventory ID.  Note: Existing users have this correct. When existing users type in the Inventory ID. No search results are not displayed. Existing users can then use the search

Hi,I recently make a change in AP preference by select “Require Single Project per Document’. Before the change, I can make payment on multiple invoices across different projects from the same vendor. After the change, it seems like I can only pay invoices of same project each time but can’t select to pay invoices across several projects. Could I ask if that is correct? Thank you.Raymond

I have tried creating a Dashboard widget for Quarterly Revenue without any success. Does anyone have one already built?

Hello Everyone,We recently upgraded to 23 R2, and one of our custom screens is encountering the following issue. Has anyone seen and resolved this issue before? If so, could you please help us with the solution?  

Hello community,I would like to know how can a user allocate a specific inventory for a specific project. i am looking if Acumatica can allow us to allocate qty for future purposes for a particular project.Thanks in advance.

My GI is showing some Credits as negative numbers, but a lot more numbers are not negative, showing as positive. I have included the coding to account for negative numbers but it appears to not be consistent across the inquiry.