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I want to get the payments details of a specific customer reagarding the payments he did for this year from Jan 2025 to Current and the invoice details that were set off thorugh those payments.It can be a report or anything.Thank you

  We have started taking photos of the goods that get shipped from every order we send.  We use a tablet with the Acumatica app on it to take and upload the photos.  Is there an option or customization that can be done to send out the photos in batches much like invoices that we run at the end of the day and are all sent out as a batch?  We don’t want the photos to be sent to the same email address invoices get sent to.  We are really hoping that we could send all the photos as batches to the email addresses we  send the sales order confirmations to.  Is this something that is possible or just wishful thinking?  

The mobile App updated on May 14th. Ever since the update was pushed, we have been getting error uploading file. We have had the error in three different parts of the app: 1. capturing the appointment signature, 2: uploading appointment photos, 3: capturing expense receipts. We are using Samsung XCover Pro 7’s with latest Android version. Verizon is our cell carrier. Saw there was a similar bug 2 years ago after update. Any ideas how to fix this issue?

How can I enter a credit and a rebill when we are charged the wrong amount for materials.  It really isn’t a return and as of now, I cannot figure out how to do this.

"In Acumatica 25R1 GI, ARAdjust fields adjgRefNbr, adjgDocType, adjdRefNbr and adjdDocType all return 'could not be bound' error. What fields are available on ARAdjust table for joining to ARPayment in a Generic Inquiry?"

Hello all,How can we have 2 different valuation methods for an item?So if I am procuring one material and my if I am producing that material, how it holds these 2 separate valuations?And what will be the COGS based on my valuation?Thanks.

Hi All, I am struggling with an import for the configurator maintenance screen. The last topics were years ago and those xml files error when i try them.  Am I right in my understanding that you need to have an import per feature for the options. So for each feature and that features options you would need to have a separate import or is this possible on one import. Any help or examples would be appreciated

=IIf([Customer.AcctCD] = 'A123', 'John Smith', [ShippingContact.Salutation])All, we’ve had an issue bugging us for over a year. Long story short -- for customer ‘A123’, we have contact ‘Jane Doe’ appearing as the shipping contact on the invoices. Jane Doe left A123 years ago but still appears on the invoices. I’ve hunted her down in contacts, leads, business/customer accounts, shipping tabs etc and can not find a trace of her.So I’m trying to “hard code” our invoice -- if Customer = A123, then display value is John Smith (the correct contact); otherwise, just use the usual [ShippingContact.Salutation].This works for A123 invoices… John Smith now appears! Great!Now the issue is all non-A123 invoices leaves a <blank> Shipping Contact. :/Do I need to use a visible expression instead? 

Is there an existing report in Acumatica that calculates the Average Days to Pay for Customers?   Needing a report that shows the metrics of payments for our Net 30 accounts.    

Hi everyone,I'm currently working with Acumatica Cloud ERP 2024 R1 and using the REST API to manage file attachments on various documents (e.g., Sales Orders, Invoices, etc.).What I can already do:I’m successfully attaching files to entities using the files endpoint like this:PUT /entity/Default/24.200.001/files/PX.Objects.AR.CustomerMaint/BAccount/{entityID}/{filename}This works well — the file is successfully attached and visible under the Files tab on the customer screen.What I want to do next:I would like to add a comment to this file — just like you can do manually in the UI by entering a comment when attaching a file.My assumption so far:From what I understand, this may require two separate REST calls: PUT — attach the file (already working ✅) Some second request to update the file record and add a comment (❓) But I haven't found a working REST example for that.My Questions: Is it possible to attach a comment to a file via REST API in Acumatica 2024 R1? If yes — what is the r

I wanted to pick peoples brains on methods to track our Event/Conference ROI with related expenses. Currently, I do not see a way to link an Expense Claim to a Marketing Campaign. I am creating a marketing campaign for each of our future attending conferences and will have Leads/Opportunity linked via Source to track sales, but tracking related expenses to a specific conference has been a manual process. 

I was hoping I could pick your brain about modifying a Generic Inquiry where the results can be grouped together based on a specific string or text pattern. For example, values such as “COMPANY1”, “COMPANY2”, and “COMPANYABC” would be grouped under “COMPANY,” while “SELLERA” and “SELLERB” would be grouped under “SELLER.” I was hoping to manipulate it in the Group By tab but was getting an error: Operand data type datetime is invalid for sum operator. 

trying to use a contact for invoices and a different contact for statements. I thought that using the mailing & printing feature within the customer profile would solve this. However, after updating and saving, it does not seem to work. I did generate the statement on demand to test out; not sure if this is the issue. It is the same screen ID of AR641500 that the generated statement is on. It still uses the account email in the general tab, however. That is the one I want for invoices only.   

Thank you for the follow-ups!  To help clarify the issues we are facing, We are running Acumatica 2025 R1 Build 25.101.0153.9.We are a construction company building a weekly cash position report by project. For Cash Received we want to include: 1. Payments applied to invoices (progress billing collections) 2. Unapplied payments such as owner deposits and advance payments 3. Retainage releases when collectedWe do NOT want credit memos or write-offs — only actual cash receipts.Based on this, should we use Inner or Left join between ARPayment and ARAdjust? And should ARPayment be the parent table as shown by Dipak?Also — we previously had a fan trap problem where amounts were multiplying incorrectly across joins. Is there anything in the join structure we should watch for to prevent duplicate amounts?

Hey, Gang - recently noticed for a customer that when the invoice report AR641000 goes out for Credit and Debit Memos, the report doesn’t display any values.  It displays just fine when I attempt to print it from the Invoices and Memos screen.  Issue is at the email.  Not sure what’s going on here.  I’ve attached the report and Email Template.  Any thoughts would be greatly appreciated.  

06.01.26;  Is anyone else having issues connecting to Aatrix?   I keep getting:“Error:  Failed to find data.  Please try again later or contact support if the problem persists”.

Hello everyone,I have a customization package (A) that adds a grid tab to a custom screen from another package (B).In package A .ts file I’m referencing this custom screen but I need to know if there is a global variable or something to create a dynamic tenant name in the import URL:Example:import { CP301000 } from 'src/customizationScreens/{tenant_folder}/screens/CP/CP301000/CP301000'; Thanks in Advance!Alberto Bello

I am building a Generic Inquiry in Acumatica 25R1 to show actual cash received by project. I need to join ARPayment to PMProject. AR Payments do not have a Project ID field. I tried joining through ARInvoice and ARAdjust but fields AdjgRefNbr and AdjgDocType on ARAdjust return 'could not be bound' error in the GI even though they appear in the field dropdown. What is the correct way to get actual AR payment amounts by project in a 25R1 Generic Inquiry? We have retainage and partial payments so invoice amounts are not acceptable.This is for a construction company weekly cash position report by project. We need actual AR payments collected not invoice amounts due to retainage holdbacks and discounts. Cash paid out includes AP checks, ACH  and payroll.

I am unable to export the Purchase Order Print Form. I logged in as the affected user and verified that the option is grayed out. I attempted to update the access rights, but the issue still persists.Could anyone please provide the steps required to enable the highlighted options shown in the second screenshot? 

Certainly we can’t be the only company using Acumatica that has this scenario.User A creates a quote and user B has access to the branch the quote was created on.  Both users have the ability to edit at the same time but user B selects SAVE first which causes “another process” error for user A and they loose their work.I saw another discussion that was closed so opening up a new one.  Workgroups wont’ work here, approvals are too heavy, neither would access or row level security.I would think that the Created By user could edit and give access to employees to edit but if one user is in a transaction and another users accesses it it would tell them who is editing the transaction so they don’t overlap.  Think shared Microsoft files with edit permissions.Thoughts?

Hi Everyone.I am brand new to Acumatica and am starting off with the recommended tutorials.Running PhoneRepairShop tutorial - T190. Followed all the steps and published. Get this error: The view MasterView doesn't exist.[2026-06-01 10:12:09.401] Starting the website[2026-06-01 10:12:09.487] Plug-in InputData[2026-06-01 10:12:09.548] Error: The view MasterView doesn't exist.I’ve redone all the steps 3 times. All is correct.I also don’t see any errors in the log files.Can anyone offer any help or advice to help me get going please?Thanks in advance. 

 We need your help understanding the system's behavior regarding a negative Landed Cost.In warehouse Item A beginning quantity = 52 units, using Average Cost. We received 12 units via 2 receipts (applied initial Landed Cost) -> Did some inventory transactions -> Ending quantity = 12 unitsThe vendor gave us a credit. We created a negative Landed Cost linked to the original 2 receipts to reduce costs.When released, the system credited both the Inventory account and the COGS account.Why is the amount split between Inventory and COGS? Where is this posting behavior configured in the system? How does the system calculate the specific amount allocated to each account?Thank you!

We have built a dashboard whose data source is the InitemsalesHist table. It queries the sales data of the latest 24 periods and presents it with a line chart.I know we can manually adjust the start period every month. But is it possible to realize automatic monthly adjustment without any manual intervention? For instance, even half a year later, it can still show the data of the latest 24 periods at that time.

"In Acumatica 25R1 Generic Inquiry, what are the correct join fields between ARAdjust and ARPayment tables? Trying to link payments to invoices by project. AdjgRefNbr is not binding."

I am working on extending the Customer Location screen (AR.30.30.20) and need to add an Attributes tab similar to the one available on the Customers screen.Attributes derived from the customer class by customer. But value set in Customer Location screen