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Hello,We refunded the customer, but in Acumatica the refund was voided by mistake (this was not voided on the credit card portal). The customer did receive the refund — the issue is only with the record inside Acumatica.What is the best way to correct this so the system reflects the actual refund?Thank you. 

AI was used to create this Post.In Acumatica ERP, Intercompany Transactions allow you to manage business operations between multiple companies (subsidiaries) within the same Acumatica instance. This feature is essential for organizations with multiple entities that need to transact with each other, such as transferring inventory, sharing expenses, or consolidating financial data.Here’s a detailed guide on how to set up and manage InterCompany Transactions in Acumatica ERP:1. Enable Multi-Company and Intercompany Features Enable Multi-Company Mode: Go to Configuration > Enable/Disable Features. Enable the Multi-Company feature. Enable Intercompany Transactions: In the same Enable/Disable Features screen, ensure that the Intercompany Transactions feature is enabled. 2. Configure Companies for Intercompany Transactions Create or Configure Companies: Go to Configuration > Organization Structure > Companies. Create or configure the companies involved in interc

Hi Community,I am gathering information regarding importing subcontract balances into Acumatica. I would like to get your input on this topic Do you use the Acumatica standard Subcontract import scenarios for importing subcontract balances? When importing subcontract balances, how do you update subcontract Billed Quantity and Amount? Is it through a customization? Do you import AP bills with unreleased retainage, change orders, compliance records linked to the subcontract? What are the difficulties you currently face in importing subcontracts information into Acumatica?Your responses will greatly help our engineering team in building the right solution. 

Could I get some details on how and who to contact for EDI development for our customer. They have specific Vendors that require EDI, and we need to set it up for them. Thank you in advance! - Johanna

Hello Everyone,I worked on a Shopify Connector Customization in 24R1 (Build 24.121.0004) to update sales order line custom field on order sync.The same customization I upgraded to 25R2 (Build 25.200.0248) But in this version it is not working and the sale order line custom field is not updating during order sync.Sharing the sample code below for review, can you please help with resolution.DAC:public sealed class KNSPAMISOLineExt : PXCacheExtension<SOLine>{    public static bool IsActive() { return true; }       #region TestQty    [PXDBDecimal()]    [PXUIField(DisplayName = "TestQty")]    public decimal? TestQty { get; set; }    public abstract class testQty : PX.Data.BQL.BqlDecimal.Field<testQty> { }    #endregion}ASPX:<RowTemplate> <px:PXNumberEdit ID="edTestQty" runat="server" DataField="TestQty" CommitChanges="true" ></px:PXNumberEdit></RowTemplate><Columns> <px:PXGridColumn DataField="TestQty" Width="70" CommitChanges="True" /></Co

Hello Everyone,I am working with Build 2025R2 Version 25.200.0248 Shopify Connector.I have customized Stock Item sync processor and overridden SaveBucketExport() method (copy pasted base code only) but during product sync, getting error as: Missing type map configuration or unsupported mapping.Mapping types:ProductDataGQL -> ProductSetInputPX.Commerce.Shopify.API.GraphQL.ProductDataGQL -> PX.Commerce.Shopify.API.GraphQL.ProductSetInput. Sharing sample code below, can you please review and suggest possible root cause and fix.public class TestStockItemSync : PXGraphExtension<SPStockItemProcessor>{    public static bool IsActive() { return true; }    #region Mapper    private IMapper mapper;    protected IMapper Mapper => mapper ?? (mapper = CreateMapper());    protected virtual bool UseAutoMapper => true;    private IMapper CreateMapper()    {        if (!UseAutoMapper)        {            throw new ApplicationException("The processor " + GetType().FullName + " must ove

Hi Everyone, We have a requirement involving a Form and Grid in the Mobile Application. Currently, adding a single line item requires about six steps (as listed below). If a user needs to add more than 20 lines, it results in a large number of clicks and becomes inefficient.Is there a way to streamline this process or reduce the number of clicks required to add multiple lines?Click on the Details Tab Click on the (+) button Click on the Inventory ID selector  Select the Inventory ID Click on the Update buttonWeb Screen: Mobile: Click on Details tab and click on + Select the Inventory ID Click on Update   Added Item to GRID     

Hi,I have completed the initial steps for migrating from the Classic UI to the Modern UI and am currently working on Modern UI enhancements. However, I am encountering an issue where the Site Map screen continues to load indefinitely, making it inaccessible and preventing any updates or navigation. The same issue appears to affect Customization Projects as well.I would appreciate any guidance or suggestions you could provide to help resolve this.Thank you in advance. Premalatha N

I am encountering an issue with a custom dialog (Ask / Simple Dialog) that works correctly in the Web UI but does not behave as expected in the Mobile App.Screen PO302020 – Receive and Put Away Issue DescriptionI have implemented a custom Action Button that opens a dialog (popup) to display Adjacent Locations.The dialog works correctly in the web application, but in the mobile app, the dialog opens and displays data, however the OK (Save) button does not work.  Actual Behavior (Mobile App) Dialog opens successfully Data is displayed in the list Clicking OK / Save does nothing   Mobile Screen Customization Code update screen PO302020 { update container "HeaderView" { update layout "FooterLayout" { update layout "Line2" { add recordActionLink "AdjLocations" } } add recordAction "AdjLocations" { displayName = "Adjacent Locations" behavior = Void redirect = true redirectToDialog = "AdjacentLocationsDlg" } } add dialog AdjacentLocation

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Acumatica Community Webinar - Understanding Cost Projections and WIP in Acumatica: What Every Project Team Should Know - December 16, 2025 - RecordingCost projections and WIP reporting are two of the most powerful tools in Acumatica’s project accounting. In this session, we’ll walk through how to build accurate projections, how they flow into your WIP report, and where teams typically get stuck. You’ll also see how the new WIP Adjustments option helps clean up variances without manual journal entries.This webinar is ideal for project accountants, controllers, and project managers who want clearer, more consistent project financials, and a deeper understanding of Acumati

HelloI created a snapshot in full mode and successfully restored it in my local development environment. However, when I log in, I’m unable to view the complete data and other screen.Is there any permission I need to check while creating the snapshot? The below is my local instance.Acumatica Verison:25.100.0054 

Hi,I am Itsik, recently introduced to Acumatica through a customer of mine.I have many, many years of experience in the software and technology industry.I am on my way to becoming your go-to person for anything Acumatica, in particular, customisation and feature extensions.I am married with three grown-up sons and a pet dog.Happy to be part of this community.

Hi Community,I'm trying to enable the Upload button on the Bank Deposits (CA305000) screen. Here's what I have done so far: Set AllowUpload = true for the grid (DepositPayments). Added the [PXImport(typeof(CADepositDetail))] attribute to the DepositPayments view. However, the Upload button is still not enabled on the screen.Is there any additional steps I need to take to make the Upload button functional here?Any guidance or insight would be greatly appreciated!Thanks in advance. 😊

I noticed I am not getting notified when there are new topics/posts to the communities I am subscribed to, even though I have that option selected in my settings. I get notified for replies, but not new posts. I unsubscribed and resubscribed hoping that would fix it but no luck. Is there a tip I am missing?  

I created a new DAC and a new related graph.I tried adding a screen for that DAC/Graph.I went to Screens->Create Screen. A create screen form was presented.I provided the requested details, including the graph name.When I click on Create, the graph name field is cleared and is marked as an error that reads, "The graph already exists."I assume that this is a noobie’s error, so I would appreciate the guidance of the colleagues in this group.

I’m trying to setup new bank feeds for WF commercial accounts but cannot find the right institution in Plaid or MX. An article from last year mentioned using the MX Bank Feed Type… but Wells Fargo CEO is not an option. Not sure if something changed on the MX side of things or I need to search for it a different way, I tried just about all I could think of. Using the Wells Fargo institution with my credentials does not work since the sign in page is different for commercial accounts.  

We’re experiencing an intermittent printing issue when printing documents (invoices / reports) from Acumatica.After a paper jam or printer reconnect, Acumatica sends the job to the printer, but nothing actually prints.Windows shows the job briefly and then clears it without errors.What we’ve checked so far: Printer works fine outside Acumatica (Word, PDF, browser) Driver reinstalled and printer restarted Windows test print confirms the printer itself is responding correctly (a simple printer self-test helps confirm this) This seems more like a driver or Windows spooler state issue that Acumatica doesn’t recover from automatically after a hardware interruption.Has anyone seen Acumatica require a printer rebind, report refresh, or service restart after a printer error like this?Any best practices for avoiding print failures after jams or power cycles?

I created a business scenario for the month end close.  Essentially a checklist of everything that needs to be done before financials can be run.  On the Scenario the assigned to column shows the PKID# and not the employee name.  You see the name if you were to go into the task.  Is there an easy way to show the name instead of the number.   I am assuming there is no easy way other than to create a customization project for it. I took a quick look and the scenario ( WZTask) is a child of the ContactID table so I assume I would have to link that table to WZtask and use the Membername field from the ContactID table.   It seems weird that it wouldn’t default to the name.  

We have a customization to a screen that needs to be upgraded to modern UI.  The only thing that is different in the customization vs. the default screen is the graphType.  This particular customization required us to create a completely new graph vs. a graph extension but no changes to screen layout.How would I create a Typescript extension that only changes the graphType value?  I actually got this to work by just changing the default GL504500.ts file and compiling but that doesn’t feel like the right way to do this as it could get overwritten by future Acumatica updates.// #####################################################// C:\inetpub\wwwroot\AcumaticaCCS\FrontendSources\screen\src\screens\GL\GL504500\GL504500.ts// #####################################################import { PXScreen, createSingle, createCollection, graphInfo, PXPageLoadBehavior, PXView, PXFieldState, PXFieldOptions, linkCommand, columnConfig, PXActionState, gridConfig, GridPreset} from "client-controls";@graph

Hello, we have a situation where we need to use a different variance account for a landed cost code. I changed the landed cost code variance account, but when the adjustment is created it pulls from the inventory item.  I do not have the option to clear out the landed cost variance GL code mapping on the posting class. I guess my question is, why is the landed cost variance account code account an available field on the landed cost code if there is no override button to point to the landed cost code variance account on the landed cost variance GL code code vs pulling the landed cost code from the inventory item? 

Hi everyone Just wondering if anyone else is experiencing this issue in Engineering Workbench and Visual BOM. In BOM, the Subassembly Item BOM is set to Revision B.But in Visual BOM and Engineering Workbench, it pulls in BOM Revision A. Is this intended behaviour of these two screens? Revision A is not the default BOM for the subassembly. Thanks for your input. 

I am working with ARAdjust in Acumatica and need to apply adjustments for custom AR document types that are not included in the standard [ARInvoiceType.AdjdList].Currently, the field in the DAC is defined as:[PXDBString(3, IsKey = true, IsFixed = true, InputMask = "")][PXDefault("INV")][PXUIField(DisplayName = "Doc. Type", Visibility = PXUIVisibility.Visible)][ARInvoiceType.AdjdList]public virtual string AdjdDocType { get; set; } When I try to set AdjdDocType to my custom type, the PXSelector on AdjdRefNbr fails, because the selector only allows standard AR types.My goal is to extend the AdjdDocType field to accept custom document types while keeping ARAdjust functionality intact.What is the recommended approach in Acumatica for this? Can I safely extend the [ARInvoiceType.AdjdList], or is there another way to handle custom document types in ARAdjust?

Hi, I am trying to release this attached bill but keep on getting this error, I have updated the numbering sequence as well for some reason few bills are still returning this error. Anyone else encountering same problem?

Hello, Is there anyone who has done the calculation and got the exact % of Max Turnover as Acumatica and checked whether it gets the correct class selected, Acumatica help provides the below calculation,Inventory turnover rate for an item for a period is calculated as Quantity Sold during a turnover period / Average Quantity on Hand. The Average Quantity on Hand is calculated as a sum of on-hand quantities at the end of each last 12 periods divided by the number of periods in the last financial year, including the analyzed period.I cannot understand when calculating the Average Quantity on Hand, does it consider the periods inside the analyzed period year or it takes 12 periods back and whether it includes the adjustment period too?Thank You

We have an issue when a customer account is on Hold or Credit Hold.  We are not able to process and past transactions, new payments, payment applications, AR Credit Memos or AR Debit Memos.Does Acumatica have a setting that would allow the customer to be on Hold or Credit Hold for new sales but not stop activities to already posted sales, new payments, applications of payments? When we process these already posted items we have to remove the customer from Hold or Credit Hold.  Then during this window of time new sales orders can be entered which is what we were trying to restrict by put the customer on Hold or Credit Hold.