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Is there an existing integration with either Ceridian or Payworks, both for Canadian PR processing. 

 Don’t miss our upcoming CRM webinar:  Maximize the CRM Advantage: Streamline Sales and Operations.  Please join ​@MichaelBradner55 and I on Tuesday, May 19th at 1p EST to learn all about leveraging Acumatica CRM to:Streamline your sales process Improve customer engagement and retention Gain valuable insight to inform your business decisionsWhether you’re an existing CRM user or curious about adding it on, feel free to sign up here.  Hope to see you there! -The Acumatica CRM Product Team Note- if you’re seeing this after 5/19, the webinar will be available on-demand. 

I have a single user, out of 125, that does not have the drop down for inventory items when entering a sales order (see below). This is incredibly frustrating to the user because he is new and doesn’t know all of our products. How can I get this drop down to appear for him? Any ideas why it wouldn’t be showing up for just him? Thank you! 

I am trying to customize a Branch lookup in Acumatica so that it only shows branches belonging to the currently logged-in user's organization.When a user opens the Branch selector, it should display only branches that belong to the same organization as the current branch.The following SQL query returns the correct result:SELECT *FROM BranchINNER JOIN Branch AS Br ON Br.OrganizationID = Branch.OrganizationIDWHERE Br.BranchID = 22;Here, 22 represents the current logged-in branch (AccessInfo.BranchID in Acumatica).I tried to convert the same logic into BQL, but the result returns duplicate records instead of the expected filtered list.  Below are some of the approaches I tried: I also tried several other variations by making small changes, such as modifying the join type and other conditions, but I still ended up with the same result.Following is the BranchAliespublic class BranchAlias : PX.Objects.GL.Branch { }  [PXSelector(typeof(Search2< Branch.branchID,

I have a customization our developer created for this client.  When we publish to our internal test/dev server it validates and gets to the “Starting the Website” and just sits there and never returns the “Customization project published successfully” message.  I’ve tried multiple times and let this screen below sit there a couple minutes to as long as 30 minutes or more and never get the message.  If I close the window it appears the custom published and all customizations to screens appear to be working.  However, in the SaaS production server, when I publish it all works as expected.  In my test system everything seems to be working but would feel better if consistent behavior between test and production on this process.  Anyone ever seen this?  

I would like to create a generic inquiry to use in a Pivot Table, to display the GL transactions linked to active projects.I am really struggling to link the GLTran.ProjectID to the PMProject table, I’m getting errors with both the ContractID and the ContractCD field.  Any suggestions?  

Hi, Is it possible to do a “bulk edit” of customer ID codes in MYOB acumatica as follows (refer below)?export customer list to excel make the changes to customer ID codes in excel upload the updated excel spreadsheet to MYOB (to be processed that same day)thanks in advance

Hi There,I’ve encountered an issue with retainage behavior during AP bill reclassification in Acumatica ERP and would like to confirm whether this is expected or a configuration issue.Scenario:An AP bill is created with a project, task, and retainage applied. The bill is released, and retainage is tracked correctly under the project. Later, I perform a reclassification on one of the bill lines to another project (using the reclass functionality). The original line was code to wrong project about (10% of total cost) The 90%cost  is under project A, and AP retainage is under project AIssue:The expense is reclassified correctly to the new project. In the AP Retainage Register, the original retainage disappear from Project A,  but appears under a non-project code (empty project / X).Expected Behavior:I would not expect the AP Retainage register change the project code but remains under same project codeQuestions:Is this the intended behavior in Acumatica? Are there specific configurations

After recent ERP Upgrades , we have been experiencing an error on screens i.e Operand data type bit is invalid for max operator.We have customizations which have a boolean/bit data type & dacs, and now after the recent upgrades we are now having to change them to use integers. Is it an acumatica issue or we have to workaround with our customizations ? 

Hello! I am having an issue with two embedded widgets that I placed next to each other on a dashboard. These are views into two different manufacturing schedules that we have going in the system and we need to use the embedded webpage instead of tables. For some reason, it often loads with this big white space that covers half of the screen. It happens on most browsers and only loads properly if I get lucky (seemingly). Does anyone else face this issue and know how to get around it? For instance, here are some pictures of the dashboard (one of which is zoomed out to the most allowable value):Typical Dashboard View w/ Issue:  Zoomed out Picture:  Thank you!

Have a scenario where a business event hasn’t fired off since the patch to 25R2.  The end user is in the process of changing VARs so I can’t open a ticket yet.  Has anyone come across business events not working after an upgrade/patch? We tried clicking Track all fields and that didn’t work.  We have looked at the joins on the GI and it seems to be something else. Remittance is showing up blank. 

Default Navigation Overview Overriding Default Navigation Declaring attribute on a graph Declaring attribute on a graph extension Declaring attribute on a DAC extension Order of overridesHi Community,This post is dedicated to the default navigation mechanism in Acumatica. It is based on the following page from the Acumatica Help Portal which describes the PXPrimaryGraphAttribute:https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=842ed8f6-e659-45ef-3083-6696cf1fecafDefault Navigation Overview Acumatica Framework provides built-in navigation capabilities for DACs via the PXPrimaryGraph attribute mechanism. It allows to specify for a DAC a screen that should be used as a default screen. The DAC for which you specify the default screen is usually the primary DAC of this default screen. Such way of navigation is sometimes called default navigation. Default navigation is used widely in the product in the following locations: Default navigation to a document from a generic inqui

Our company raises and sells exotic wildlife and needs to be able to capture the customer’s signature at delivery of the live animals - does anyone have any recommendations on how to do this?Ideally, they would also be able to note if an animal was NOT delivered/accepted for any reason. These notes would then route back to Accounting so we can make the necessary adjustments.We do the vast majority of the deliveries ourselves and need the delivery team to be able to pull up to a ranch, release the animals, have the customer sign off, and then the delivery team can confirm the shipment and send a signed copy to the customer.

I have been trying everything to send a notification out when an expense receipt is approved or rejected. I am using a business event that triggers based off the status field changing however I have read that this does not work since the approval status does not actually save when updated. At this point I am not sure how else I can approach this. I don't think a schedule would work since I need this to fire off at any time so long as its when an expense receipt is approved/denied.

I have a publicly traded customer who is looking to track any changes made in settings in Acumatica.  They have asked how to track the last modified date for any report in the system.  When you go to a report form in Acumatica like AR641000, there is no DAC schema provided and you know that the entries on the Report Versions tab must be stored somewhere.  I have two questions:What table in Acumatica is there a list of all the existing reports? What table are the Report Versions entries stored in?Thank you,John 

For those who have upgraded to 26R1 and the Modern UI, how has your experience been so far? Curious whether anyone is seeing any notable: Any performance issues or screen load delays Bugs or regressions UI quirks or navigation challenges Improvements you’ve actually liked Would love to hear how stable things feel across different tenants and industries.

Hello,     Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis.       Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file.       However, I am wondering can this be done in an automation way?      Thanks in advance.

We have an item that we would like to change the Lot/Serial Class from NOTTRACKED to WHEN USED. I made sure there are no open documents but I am still not able to. According to this older post, it doesnt appear possible. We are on 25R2. I just wanted to make sure there isnt a trick I’m missing. I was really hoping I dont need to create a new item. we are currently just putting the serial in notes on the doc line. 

I have a user who is concerned about the Manual Price checkbox being checked on the Invoice but it is not checked on the Sales Order. From what I can see, the prices are the same on the SO and Invoice. Where is the system getting this Manual Price field from? It is the same on the other invoices that I have checked. 

Hi everyone,I currently have an import scenario set up that creates a single purchase receipt for multiple drop ship orders. This is working well and behaving as expected.One enhancement that would make this process even more effective would be the ability to update the unit cost of the lines being added to the purchase receipt within the same import scenario.This would be especially helpful because our vendor pricing can vary based on customer location. Right now, I handle this by creating the vendor bill separately and adjusting the unit cost there using another import scenario.If it were possible to set or override the unit cost directly on the purchase receipt during import, it would allow everything to be handled in a single process and significantly improve efficiency.I’ve attached the original XML for reference.Has anyone found a way to achieve this within a single import scenario, or is this a current limitation?Thanks in advance for any insight!  

I am reviewing the Project 360 Dashboards and came across a tile that I don’t have access to. I cannot find where to provide or grant access either.  On the Project Status Screen (PM301500) form the Documents to Approve widget is showing as below and states that I do not have enough permission to view this,  (I am an admin account)  If you click into the “Unpaid AP bills” tile it takes you to the Approvals page, where I have access to. And the “Potential Change Orders” tile takes you to the “Change Orders “ screen which I also have access to. I reviewed the Site Map, Class Dashboards, and Dashboards screens, Access Rights by Screen menu and could not find the correct area to update permissions.  Would anyone know where I would go to update the permissions? Is this a potential bug? 

Hello all,I have a requirement where if a customer wants to return an item, the replacement item is first shipped and then the older item is received. Now in this case, the replaced item could be different than the originalone. How can I process this?

I have created Generic Inquiry AccountBalances.Created date parameter Dateadded conditionenabled odata i see that url in $metadata. Without param that odata endpoint works fine. Found documentation that explained how to set paramhttps://help-2025r1.acumatica.com/(W(14))/Wiki/ShowWiki.aspx?pageid=7990b4d9-1f40-4654-9494-7b2f6abfd023 But when I trying to fetch data via postman/Acumatica/odata/SomeCompany/AccountBalances_WithParameters(Date=2025-01-01)?$format=jsonor /Acumatica/odata/SomeCompany/AccountBalances_WithParameters(Date=@p1)?$format=json&p1=2025-01-01 it returns 404 How I can correctly pass that Date param ?

Hi Acumatica experts,We're looking for cash application automation to streamline our AR process — specifically, automatically matching bulk bank payments with open customer invoices using AI/ML, just like NetSuite Cash Application or SAP Cash Application do.For example, we receive a batch of payments from the bank and use AI to automatically match customer payments with open invoices to reduce manual work.Questions: Does Acumatica have native cash application automation (not just bank reconciliation) that can do this? If yes, which module/feature and how well does it work? Are there recommended third-party add-ons in the Acumatica Marketplace that specialize in cash application automation? The accounting department are actually seeking AP automation at the same time, is there a recommend tool can support both?

This is more of a discussion topic than a question… I’m considering a customization that uses the REST API internally to access data stored in Acumatica.  I know that this isn’t the recommended API. I should be using the Platform API, but there is a good chance that what is being developped will eventualy move outside of Acumatica as a standalone application that talks to Acumatica.What are your thoughts on this?