Discussion Forums

One of my clients receives a payroll file with no header records. They can import into Quickbooks by mapping the data field to the column in the excel file. Does Acumatica allow this type of mapping? For example, Column A = Date, Column B = Amount...In the Data Provider or Import Scenario can I specify Column A = Date?

In SO entry the Branch on the line and the selected Warehouse must be the same currency. “The CHINA branch specified for the CHINA warehouse has other base currency than the RBYTEMAIN branch that is currently selected.”While the Generate Intercompany sales order process works across companies and currencies, seeing the stock in other companies is necessary (Warehouse field on SO Line). If the warehouse was able to be selected, then the create shipment would proceed and the invoicing would result in an intercompany transactions No need for separate purchase orders, generated sales orders, generated PO Receipts etc. Currency is the limitation. Intercompany functionality presumably doesn’t handle currency conversion. Are there any plans to enable picking on overseas warehouse domiled in different currency?

Hi Acumatica, I created a Sales Order with an Order Type of TR, and my requirements is to hide some of my transfer documents to specific users. Is there a way to configure this requirements? Thank you!

Hi,We would like to extend the user inactivity timeout to 8 hours, and we have already updated the setting accordingly.However, users are still being logged out before the expected time. Could you please advise how we can resolve this issue?Thank you.

We have instances where we are issued a credit from a vendor (which is a debit adjustment in Acumatica). We may not use them for future purchases for a long time, so we request a check be issued to us for the outstanding credit. When we receive that check,  can I apply it to the debit adjustment?  

Customer has 8 companies in Acumatica.  3 of those may have branches.   The branches would only be needed for requests/PO/s for their different ship to addresses.How are people handling the addresses that need to print on the PO?   Right now, when I go to create requisitions, I may see 30 approved request lines, and they can be from multiple companies or branches.When grouping them together on a requisition, I have no insight into which company or branch this came from.   I want to group request lines by branch and vendor for the requisition and then turn that into a PO.Seems there has to be an easier way than drilling back to each request to see what location it belongs to.  Is there a way to setup a location that can be chosen on the request line shipping tab and not need those additional branches?   I think one time in the past; we had users change the shipping destination type to customer and that customer was setup with the shipping locations t

Hello I am reconciling my Monthly tax detail report with my GL account 2045 (Sales Tax Payable) and noticed that  5 Invoices with sales tax are not showing on Sales tax payable GL account. All others are showing up.. Any idea why? The invoices are created from appointments if that helps 

I am probably missing something simple here, but we are struggling with inventory items be auto marked for PO on appointments when when the tech has the item along and there is plenty of inventory available. Only some items do this. Is there a setting in the inventory Item that is affecting this? 

I checked demo sales company assignment map and approval request is the same. but when I active empty company, they are difference. I try with both. but it works only approval. Please guide me  

Hi there, I have received a PO and now want to do the putaway but it keeps giving me this error:Put Away mode in use.Error: Inserting  'Receipt' record raised at least one error. Please review the errors.Document is out of balance.Scan the destination location. Im assuming this is because i havent been prompted to enter the quantity that i am putting away.Is there a setting i am missing?  

 ​@lauraj46 Looking for assistance with placement of the attached sub-report within the main report so that all the fields line up within the main report. Still trying to navigate all the data fields accurately, so always welcome to better ideas. I could whip this out easier in even an older version of SSRS.

Hi everyone, I have an issue with creating a popup panel in Modern UI.Below I have attached everything related to this popup. public PXSelect<BZSPFilter> BZSalespersonsDialog; #endregion #region Buttons #region BZViewSalespersons public PXAction<Table> BZViewSalespersons; [PXButton(CommitChanges = true, DisplayOnMainToolbar = false)] [PXUIField(DisplayName = "Salespersons", Enabled = true)] public void bZViewSalespersons() { if (Base.Views[CurrentViewName()].Cache.Current != null) { Base.Views[CurrentViewName()].RequestRefresh(); BZSalespersonsDialog.View.AskExt(true); } } #endregion #region UsrBZSalesperson1 public

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I am trying to create a GI that lists invoices that need to be printed or emailed to the customer.  The list should be any invoice that doesn’t have the printed or emailed or don’t email button checked.  Basically if any of those are true then it should be pulling them on the inquiry. As you can see below, its still pulling invoices where those columns are checked. It should only be pulling invoices where none of the 3 columns for printed, emailed or don’t email are checked. Its completely ignoring all of the conditions in the last paratheses.  Where am I going wrong with the logic/format on this?  

Hi Everyone,I am trying to add a side panel that will list the details lines of the selected PO in the Commitment Tab of the Project screen, Could anyone have a clue on how to do that? 

Hi, I am working on customization request to add a GI on Service Order Screen where GI parameter is the inventory ID from Service Order Detail tab. I am having problem in mapping the Inventory ID to side panel customization project . The client wants to see the GI ( parameter is Inventory ID) as side pane when they select the row on the Detail tab of the Service Order. So the selection of the row will feed the Inventory Id info to the GI parameter to display the list of info available on the GI related to that Inventory ID.See attached for detail. It will be great help if you can share any info to make it possible via “Customization Project Editor” or via code? 

For a stock item part on the appointment screen, system does not allow using Estimate or Actual quantity that is higher than the quantity on the service order line.I remember seeing the same issue in previous versions but then it was resolved. I now see it again in 2025R2 - Build 25.201.0213.1.Anyone else coming across this and have any ideas how to get around this limitation? Field techs can certainly use more quantity on an appointment than planned on a service order.  

The owner is subject to the S Corp rules for the Greater than 2% shareholder rule. Therefore the company pays 100% of her premium expenses for health, dental, vision, etc.  We have tracked these amounts for the year, and now need to add these to wages as taxable income subject to FICA but not withholding. How do we do that? Is it done through an adjustment?

Has anyone else had connectivity issues recently when trying to connect or work in the mobile app when they know that they do in fact have WiFi/cellular connectivity?  When the error occurs the user is able to open a website in Chrome to confirm that they do have connectivity. This seems to be a new issue in the last couple of days, and all of the reports so far have been on Android devices.  It is affecting more than one of our customers on different Acumatica instances.    

Hello, I’m trying to automate the Create Purchase Order Process of my MYOB Acumatica. Though the automation works, it stops with the error, “Owner Cannot be Empty”. I have identified this because, there is no Linked Entity connected with Admin user and hence no Owner is filling on the Purchase Order form. And the field is mandatory. The admin user is not editable even to a full user.  Is there any way that I can automate the process. 

Hello,I’m trying to create Payment Amount in a Positive Pay CSV file padded on the left to include 11 total characters like this example: I’ve tried several formulas:=PadLeft(CStr([APPayment.OrigDocAmt]),10,'0')=PadLeft(CStr([APPayment.OrigDocAmt]),10.2,'0')=PadLeft(CStr(Round([APPayment.OrigDocAmt],2)),10,'0')=PadLeft(CStr([APPayment.OrigDocAmt]),12,'0')The above formulas produce results that are padded at the left but include 2 extra digits on the right.I thought Acumatica might be using Price/Cost Decimal Places field in Miscellaneous

I try to configure mailing and printing for purchase requisition template for requesting proposal to vendor. But It’s always use default system sending email template. when click request proposal, it also send to other two email that is not the vendor email. This is image when it sent 

Hello good afternoon communityI am importing customers and vendors through the import scenario, there are approximately 16,000 customers and about 4,000 vendors, many of them are customer/vendor at the same time.When I do this I get an error saying that I cannot have the same customer and vendor ID during the import. These customers/vendors have the same ID. since they are the same.Is there a configuration that allows it? Is there a way to import them by import scenario? because there are about 950 customers/vendors that exist with this condition. I hope you can help me since it is impossible to create them one by one manually.I am driving Acumatica version 2023R2I look forward to your help and thank you in advance.Vanessa.

I’ve come across an issue and want to confirm if I’m missing something in the configuration, or if I’ve found a bug in how Matrix Item creation handles segmented key separators for the new Inventory IDs.As far as I can see, this should be possible but I’m seeing strange behaviour when creating the Matrix Items. The end goal is a 2 segment Inventory ID, that correctly creates Matrix Items with valid Inventory IDs.(The reason I need 2 segments is because the first segment will be Auto-Numbered. I’ve been able to replicate the issue both with and without auto-numbering, so for simplicity I’ll detail below without auto-numbering applied) Expected BehaviourManually created, standalone Stock Items, Non-Stock Items and Template Items, should be created with the first segment populated, and the second segment left blank. Matrix Items should be generated from the Template Item, with the Template ID as the first segment

<ClientEvents TabChanging="refreshGrid" /><px:PXJavaScript runat="server" ID="CstJavaScript23" Script="function refreshGrid(){ var custGridTotal = document.getElementById("ctl00_phG_tab_t6_CstFormView8"); if(custGridTotal != null && custGridTotal != undefined){ custGridTotal.object.refresh(); console.log("custGridTotal"); } }" IsStartupScript="True" />I want to convert my JavaScript code to Modern UI TypeScript code. How can I do it? I cannot find any documentation about it. I found @handleEvent in TypeScript, but it does not have TabChanging or many other events that exist in the JavaScript client-side.