Discussion Forums

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

Hello! I’ve tried all sorts of combinations to achieve this.Summary: under certain conditions, run Business Event / Import Scenario to update Opportunity from Open to Close as Won and set the Reason code to a specific value.I am able to get the status updated to Won. Also, when looking at the CRM tab, it appears that the Reason has been set. However, it is blank in the GI results and in the DAC.The Reason is available when updating to Close as Won manually.I’ve tried both of these options: RESULTS:  

I need some guidance on how to go about to create a GI on weekly FLSA reporting for OBBBA compliance purposes. Unfortunately our company does not have the payroll module included in our package so using that one is not available for us. The logic should be pretty straightforward; If EE works > 40 hours per week then take OT & DT hours X Effective rate X .50 to get qualified OT amount. If anyone has made this GI or has tips on how to achieve this it would be greatly appreciated. 

Hello community, We have developed a native integration for the e-signature provider SignNow. At the moment we have feature parity with the existing eSign plugin, but our plan is to add more features in the future based on users’ feedback. Please feel free to share your feature requests here. We will also be at the upcoming Acumatica Summit 2025 (SignNow / airSlate booth). Feel free to pop by and chat with us directly. For more information on the plugin you can get in touch with us via: https://www.signnow.com/integrations/acumatica-cloud-erp https://www.sleekcode.dev/#products Thanks, DISCLAIMER: I am the owner of SC SLEEK CODE LTD, the developer of the plugin.

Hi Community,For some reason, having the Customizer role is not enough to get you into editing a Customization Project (which does not seem intuitive). While it gives access to the Customization Project screen, it does not allow a User to actually go in and edit the Customization Project. I don’t want to give the User the Admin role, but does anyone know what is needed to edit the Customization Projects themselves.  I tried giving Delete access doing under Hidden>Customization Xml, but it opens the project in a new tab, with an error. Don’t think it should be this hard, but not sure what I am missing. Cheers,RJ

Hello, I am new to Acumatica and I am facing this same issue when integrating with service using the web service endpoints, for the Inventory Adjustment.So, a service that should call this api end point only has the inventory id and how much qty with a reason code, and no other data.So when looking at how Acumatica does the process of inventory Adjustments, I was confused with the ReceiptNbr.When testing the service on my local instance using Postman:this request works but I don’t know how can I find this value when sending the put request.How will my api call determine which ReceiptNbr to use for a specific InventoryID, cause if I don’t put this I get an error:error I am getting when not putting the receiptNbr in my put end-point  So, I would love if someone already faced this issue and can tell me what solution they implemented.Or is there something I am missing so I don’t have to put ReceiptNbr in the request, and how Acumatica can figure it out?

We’d like a new window to open automatically when printing an invoice through AR. It currently re-loads the page, and you have to click the back button in order to get back to the invoice. Is this possible? I have tried adding this to the GI Navigation Tab, but that appears to be incorrect. 

Hi All,Has anyone successfully created an automatic email with paystub report attached that is sent thru a business event when the regular paycheck is released?I am referring to PR641000 that you generate directly on the individual paychecks.

Hello all,How can I get a sample for Statistical ledger in Acumatica or how can I create it in Acumatica & analyse the data into this ledger.

Is there a way to make invoice adjustments (what we currently use credit/debit memos for) within the invoice itself? This way we won’t have separate doc numbers for every change we make, and all history for the invoice would be within the original record itself.We wanted to see if there are any such similar requests within the community, and if yes, is this something that is potentially in Acumatica’s pipeline.  

Hello, does anyone know how we can reprint EFT remittances?

Hello, I created a new form in Acumatica and I’m trying to publish it for use. I saw a guide on using the Site Map to publish it but then there are further steps that I’m not sure of. Does anyone have a 5th grade level explanation on publishing a brand new form? I saved the .RPX file so I can upload it as well.Brent

What is the best approach to accomplish the following:User X is restricted to only be able to see Customers A, B, and C. User Y is restricted to only be able to see Customers D, E, and F. But all other users are unrestricted and can see all customers (A through F).

Hi, I am attempting to create an import scenario that populates attributes at the line level for purchase receipts. My import scenario is adding the correct inventory id, quantity, etc. but doesn’t populate the attribute value. What am I missing? 

Hello! I am working on my cash flow statement to combine all branches to show ending balance through specified periods. I am not able to determine why not all of my branches are pulling into the rows - below are the setting I have currently… some lines are matching I assume to not having activity in other branches or post periods...any thoughts or ideas are welcome! 

Hi Acumatica Community,We have a request from our UK users regarding mandatory EU legislation: two statements need to be added to the Commercial Invoice for two different customers. As far as I understand, these statements are not tied to the customer record nor to the customer location.What would be the most elegant way to handle this in Acumatica? Would it be feasible to implement this by creating attributes, or is there a better approach?Any guidance or best practices would be greatly appreciated.Thank you!

Hello Acumatica teamI am displaying a note/label message at the top of a screen in the Classic UI, where the message appears with a specific text color. However, in the Modern UI, I am unable to apply the same color formatting to the label message.Could you please advise where this can be handled in the Modern UI, or share the recommended approach/logic to implement colored text for the label message?Any guidance would be helpful.Thank you.

Good day,Questions:Has anyone had an issue with Customer Statement Automation?  Meaning the statement should have been emailed but didn’t.  All the likely areas were reviewed.  Check boxes, AR Statement reference set up.  Customer profile reviewed.   We even had a statement go out but the emailed box was not checked.Does On-Demand update the email box on the Customer Statement History?Last one (promise): When you put two conditions on the Automation, it is an AND condition or OR Condition?  (OK. One more). Statement Date vs Business Date. If payments are made after the Statement Date, does the automaton need to be set to Statement Date or the business date of the prepared statement automation.  For example, if the customer made payments after the statement that show a balance on the statement date, but the balance was Zero at the time the statement is prepared.We ran an automation and accounting say we missed close to 400 statements that should have been emailed based on the set up of

I am currently working on the Dunning Letter functionality in Acumatica.The requirement is to send different email notifications for each Dunning Letter level (for example, Level 1, Level 2, Level 3, etc.).Each Dunning Letter level should have: Its own email template Different email content and tone based on the severity of the overdue status The correct template selected and sent automatically when a Dunning Letter is generated for that specific level Each email should have Outstanding Amount in Dollars I want to understand the best approach to configure or customize Acumatica so that the system sends the appropriate email template corresponding to the Dunning Letter level.

Hi,My customer is using an XML file from a 3rd party to update PO container records (AcuContainer). The issue we have is that there are records that don’t exist in the system, how do we DISABLE record creation so it will only UPDATE existing records? Thanks

I have grouped the report by Type. Now I need to calculate a value in a new column that depends on data from both Type records (e.g., Type = I and Type = E). The calculation should use values from both Types within the same group and display the result. Is this achievable in an Acumatica report?

Hello! Is there any way to include the Sales Order info on the installment invoices?I’ve heard feedback from our Accounting Team and many of them express that their customers have a hard time processing the installment invoices since they do not have any detail outside of just the description saying “Multiple Installment Split” and no relevant Sales Order data is present on the form. This further delays payment as there needs to be lots of correspondence and deliberation when it comes to finding which parent invoice the installment invoice is connected to and then further, which Sales Order the parent invoice is connected to. The feedback I've received is that due to the business being an engineer-to-order manufacturing business, most Sales Orders primarily have installment terms. And without any connection to the Sales Orders, it seems to just communicate, “Hey Customer X you owe us Y dollars on this due date” without any backing information from our end as to what the invoice is for

Hello Acumatica CommunityI am working on a GI for AP Aging that gets exported to Excel. The PO Number is a requirement for this GI, but there is a something causing duplicate records. Example: This is by quick filter for the Reference Number of one billIdeally, this would only be one line in this GI. Here are the GI detailsThe duplicates are only occurring with AP documents with more than 1 line items. Please advise on how I can remove the duplicate records.Thanks!

I’m trying to convert a popup dialog box that worked in Classic UI to Modern UI.I’m so close, but I’m missing something. When the dialog pops up the ok button is constantly disabling. I think it has something to do with the way I’m making the view, but I can’t quite figure it out. Additional details in the view section below.I feel like I must be close, but can’t seem to make it happen. Calling on the experts!The Class for the dialog:    [Serializable]    [PXHidden]    public class TCAPCreateSalesOrderFilter : PXBqlTable, IBqlTable    {        public static bool IsActive()        {            return true;         }        #region OrderType        public abstract class orderType : PX.Data.BQL.BqlString.Field<orderType> { }        [PXDBString(2, IsFixed = true, InputMask = ">aa")]        [PXDefault(typeof(Search2<SOOrderType.orderType,            InnerJoin<SOSetup, On<SOOrderType.orderType, Equal<SOSetup.defaultOrderType>>>,            Where<SOOrderType.a