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Hey, team - I’ve made some mods to the Trial Balance Summary report and have added parameters for a range of Accounts and Subaccounts.  The user will generally put in large ranges of accounts (i.e., 1000000 to 1999999) without selecting actual accounts - in other words, account 1000000 may not actually exist. See below - I can have the user simply select actual accounts, but I’m wondering if there is a way to get this to work, even if they select non-existent accounts in the ranges. When one or both of the high and low values do NOT exist, the report does not yield any output.   By contrast, ensuring that both accounts DO exist, the report does yield an output  I’ve played around with the parameters tab of the Schema builder (removing the view name, changing the Data type, etc.) ... Along with playing around with the Filters tab, as well, to no avail. 

I have a customer that needs to import a BAI2 file - actually it will be quite a few files.  Does anyone have any experience in creating an import scenario for the BAI2 file?  It will include multiple bank accounts in one file.  I know that Acumatica does not support BAI2 files using the Import Bank Transaction Process, but at this point it is all that the bank will provide.Any help would be appreciated. Coleen.

Fixed

For Projects, I want to add a user defined field for project manager on the project to put notes in and checkbox fields. I would like them to be the only one able to edit those fields.  I don’t want them to be able to edit other items on that screen.Is it possible to give a role permission to edit a specific user defined field(s) without giving a role permission to the whole screen? 

I am facing an issue with a customization on the Receive and Put Away screen related to automatically triggering the Set Qty action, and I would appreciate your guidance.ScreenReceive and Put Away (PO302020)Issue DescriptionI have implemented custom logic to automatically trigger the Set Qty action after scanning an item.In Receive mode, the functionality works as expected.After scanning the item, the Set Qty state is triggered automatically, and the system prompts the user to enter the quantity.In Put Away mode, the same logic does not work. Expected BehaviorIn Put Away mode, after scanning the item and location as per flow, the system should automatically trigger the Set Qty action and prompt the user to enter the quantity. Customization Code Referenceusing System;using System.Collections;using PX.Data;using PX.BarcodeProcessing;using PX.Objects.IN;using PX.Objects.PO.WMS; namespace PX.Objects.PO.WMS{    public class ReceivePutAwayExt_ASetQtyExt         : PXGraphExtension<ReceiveP

Hello all,The native Trial Balance Summary report (GL632000.rpx) does not have the options to show all the GL account. The option ‘Suppress Zero Balances’ does address the requirement. Has anyone developed a generic inquiry or report that has options that meets the requirements below?Include ALL Accounts (Including Zero-Balance)This is considered the best practice for completeness, auditing, and data consistency.Audit & Review: It confirms that an account should be zero and hasn't been omitted by mistake. Seeing a "zero" is different from not seeing the account at all. Data Consistency: When exporting trial balances to Excel or other software for consolidation or period-over-period comparison, having a consistent list of all accounts (a standard "chart of accounts" template) is critical. It ensures that rows align correctly for formulas and analysis. Completeness Check: It provides a full view of the entire chart of accounts, which is useful for end-of-period reviews.  

Hello Experts, I am getting stuck in one of the issue how to show all the warehouse qty  for an item in inventory planning display when MRP is run, is there any setup missing i have enabled inventory planning check box for the warehouse location which are there in item, but then after iam unable to get the all warehouse location qty when mrp is run.

Hi, is it possible to automate the copying of notes from revenue budget line of a project to Invoice when running project billing? Do you think this can be done via business events? Saw the post belowWant this note to appear on InvoicesNotes to appear here

Hello, How can I change the account under details under Bills and Adjustments? 

Hi everyone,I’m working on an Acumatica Report (Label printing) and I’m trying to achieve a layout where each row contains 2 label items side by side, instead of the default behavior where each item is rendered on its own row.What I have done so far I created a SQL View that: Expands Sales Order Lines by quantity (1 row per label). Includes barcode, customer part number, MAP price, etc. I exposed the SQL View to Generic Inquiry. I built the Report using that GI as the data source. In the Report Designer: I set detailSection.ColumnCount = 2 Adjusted ColumnSpacing, Height, and layout settings Each label (InventoryCD, Price, Barcode) is grouped inside the detail section     Expected result Row 1 → Item 1 | Item 2 Row 2 → Item 3 | Item 4 Row 3 → Item 5 | Item 6 (similar to standard retail barcode label sheets) Actual result The report still renders 1 item per row, even when ColumnCount = 2 Sometimes only the left column is used Layout becomes inconsis

Hi, I am trying to import bank transactions with a csv file data provider. I have established the import scenario, but my condition doesn’t seem to work. It is for the amount column in my CSV file where if it’s positive, it should be a receipt and disbursement if negative:CSV fileImport scenario condition This is my error when importing: An error occurred while executing the Abs(Identifier(Amount)) function. Type mismatch in the argument 1 of the Abs() function: Expected one of the Integer types. Looks like ABS function isn’t accept by the system. Can someone help please?

I’ve discovered an issue with the way Acumatica is managing the `POVendorInventory.IsDefault` field We have a number of items that can be purchased in multiple UOMs which are set up on the VENDORS tab of the stock item. When removing we remove one UOM from the POVendorInventory table, the other purchase units are updated with the `POVendorInventory.IsDefault` field unchecked, leaving the item with no default vendor! This error happens whether we manage the item from the stock item listing or the Vendor Inventory (PO201000) table. The most confusing issue is that when you remove a UOM and save, the isDefault checkbox remains checked as True unless you refresh the page or hit Esc. This gives the appearance the the vendor remains the default vendor for the other listed Purchase Units As I’ve noted elsewhere, this is a very odd field as it’s critical to a lot of purchasing and yet it is listed as “Nonexistent in DB” and can’t be updated via the Vendor Inventory (PO201000) screen or adjuste

While modifying several AR Reports / Forms i.e. AR Statement / AR Invoice I needed to add a line in the address block, I did not want it to be a standalone textbox because I wanted it dynamically sized and to stay together with the other address rows. It was two pieces of data that we wanted to separate with several spaces, one space works just fine, but as soon as you enter two you get this result. After trying multiple approaches and finding no answer anywhere, I landed on this resolution, hopefully this will help you. The answer I implemented is to use HTML, start by setting the “ConvertHtmlToText” Property to True for the textbox in question.  Next change the Value to an HTML string below is the one I used in this example, it also has some parsing for USA +4 Zip Code formatting where a zip code is stored as numbers with masking in the UI, and would be shown here as numbers only but this inserts the dash, for better readability. ='<html><body>' + IIf([BAccountNoMask.Acct

Hi All,Has anyone had this issue before where amounts are not reflecting on the T4s of the paycheck adjustment created with the migration turned on?I appreciate all the help.Thanks.

Hi All,Has anyone encountered this issue before where no customers are showing up when we add a new SO. I am using a demo dataset. I appreciate all the help.Thanks.

We are experiencing an issue where the selector magnifying glass icon is missing on all screens in Acumatica.The problem occurs system-wide and is not limited to a specific screen. As a result, users cannot open selectors using the magnifying glass and must rely on keyboard input only.

In the case where an employee sometimes is reimbursed for Employee expenses (Travel, Living, Lodging and Entertainment come to mind) but also provides services which are not part of their employment contract, i.e. Advertising.When entering the bills for these activities, is there a way to indicate for each item whether it is reportable as a 1099 reportableactivity as opposed to an employee expense re-imbursement, which would not be considered income, and should not be reported on a 1099.

Hi Acumatica,I am trying to display Serial Numbers on a Shipment Confirmation, but I am running into an issue. When I put this field under the Group Header Section4, it will only display the first number from the list. When I put it in the Details Section, it displays all numbers for all items. I am sure I cannot be the only one with needing this on a Confirmation. Any suggestions would be appreciated.  Thank you!

Do I need to build my own SQL query using the tables/relationship/filters in the Report Designer or is there a way to view the exact SQL query being used to output the report?

Hello Acumatica Community,I am trying to move the document level vendor notes up in report designer on the Purchase Order to display under the line details. Here is the ideal position.  I have tried duplicating the Group footer section, but then the notes duplicate for each line item Please advise on how this can be completed. Thank you!

After hearing a lot of feedback around the number of scans and some confusion around the Set Qty feature during picking, we are designing an enhancement to the quantity entry for the Pick, Pack, and Ship screen. The following four sections are what we consider to be potential modes of behavior. Each section contains a Click Count which summarizes the actions required for each Mode. We will use an example of a shipment for five (5) units of one item.Legacy Mode: Quantity increases by 1 per scan. Using the Set Quantity button replaces the picked quantity with the number entered on the screen. To pick our example shipment, we would need the following steps: Scan the Shipment Number Scan the Location Scan the Item => (Quantity Picked: 1 of Quantity 5) Click Set Qty Enter 5 => (Quantity Picked: 5 of Quantity 5) Confirm Shipment Click Count: 6 actions total. 3 actions per line item. Incremental Qty Mode:  This mode is the same flow as Legacy Mode, only Quantity is Incremented rath

Hi CommunityI have just created a simple Import Scenario (just batch numbers to be reversed) but when I Prepare the scenario, the results are blank.I have done it several times and I have also created a new scenario - no difference.Has anyone seen this before?I have attached the .xml file. Any help would be appreciated.RegardsBarbara 

Hi everyone,I’m trying to import rate tables using the import scenario and getting the following error:I have configured the Sequence for each Rate Table and Rate Type under the Rate Lookup Rules screen.Note: The same import scenario worked for a client on 24R1, but I'm experiencing this error on 24R2.I've attached the XML file for the import scenario I'm using. I’d appreciate any insights or suggestions to resolve this issue.Happy to provide any additional details if needed. Thanks in advance!Regards,Raj

Hi All,When we tried importing the above demo snapshot on our test environment it doesnt show any data.I wonder if anyone have encountered any of this issue before.Looking forward to any help.  

Hi Community,Many of our manufacturing clients are ETO shops who are incorporating Project Accounting (or Professional Services) with Manufacturing.  Do to the nature of the ETO manufacturing, the client is often required to recognize revenue using the Percentage of Completion method, per their CPAs.We love that manufacturing and (formally) project accounting are integrated, but from an accounting perspective it feels as though cost accounting for manufacturing and project accounting couldn’t be further apart, and I’m struggling as to the best way to leverage the best of each feature set to achieve the client’s accounting goals.  To illustrate, in manufacturing (and in a full-absorbtion cost accounting paradigm) the costs of each production order are capitalized to WIP Inventory on the balance sheet until the production order is complete.  Upon completion the accumulated manufacturing costs are placed in FG Inventory until the goods are “sold” and “shipped” to the customer.  Therefore