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We have a customer that overpaid, and now we would like to move that overpayment to the Customer Deposit account on the balance sheet.  We believe we need to too this via a Journal Voucher to ensure that the customer’s account will be properly hit to move that credit from their A/R account to the deposit account.We have tried this a few ways without success.  Does anyone know which module/voucher type we should use to accomplish this so the proper transaction hits the accounts in the correct way?Patrick

How can I have Controls as above the form has in the Grid View to add and delete the data? 

GC here, implementing a prequalification program for vendor onboarding. We’re running prequalification outside Acumatica and want to reflect the following in Acumatica, ideally on the header area of a Vendor’s directory page: Prequalification status Single Project Limit Max total capacity v total in current open commitmentsCurious if others have done similarly? Would love to hear what ended up being feasible within Acumatica and what approach you took. 

Is there a way we can change some columns of the Purchase Order Line Details without reapproving (such as Warehouse and GL Account), and others that will require an approval (such as quantity or unit cost)?  Or keep a history of Approvals each time PO is held and released?

I'm creating a report in Acumatica Report Designer i want two parameters item_1 and item 2 connected to itemclass cd so that user can select both items. Item 1 is working fine but when I am attaching Itemclasscd with item2. the report is returning null. I have attach rps file. Please Guide me on this I am not good at reporting.

I’m looking for a solution how to scan POD documents in bulk (300 pages at a time) and the system should store them in the proper SO within Acumatica (identifying the proper order number from the document bar code) and then email them together as page two when creating and sending invoices to our customers, we don't want to use a mobile app for signatures, we hand a piece of paper to the driver for every delivery and when they return the signed document we want to have them in the system and use it to email it together with the invoice as proof of receiving the goods, any idea how to accomplish this would be very helpful, do to the volume scanning and dragging each document wont be an option, Thank you.

I am trying to add a Search box for a grid on my custom form.  I found a similar question, but it was for a grid in a dialog.    This is where I want a search box.  If it is even possilble.Here are the settings on my grid:  I set my grid DAC as PXFilterable, but that is adding the filter option on the right side of the grid.  I don’t want that though.  I just want to be able to type a name in a search box and have it find all records in the grid with that value.  

The use case is:  The customer requires 2 locations one is ship to a plant to modify/build the item and after it is shipped to a job site for sub projects 

Hi everyone. I need to create a webhook, but I'm having trouble accessing AccesInfo.BranchID. I tried using PXContext.GetBranchID(), but it doesn't work. Does anyone know the best way to implement this?

Hello everyone,As part of customization, we are trying to allow creating a Payment for a Sales order which is in pending approval status.Standard Acumatica has a restriction here to avoid Payment creation in this case, to remove the restriction for the Pending Approval status, we tried to override the Restrctor attribute as below, which is not helpful, and we don’t see this restriction, anywhere else in the code. Tried Modifying  the PXRestrictor attribute  remove SOOrderStatus.pendingApproval , which didn’t help. As a next step, tried with Override the AdjdOrderNbr Selector without PXRestrictor still giving same error, and unable to create the Payment. Steps to verify this:• Create a Sales Order, and ensure Order status is Pending approval•  Navigate to Payments and Applications screen, try to create a new Payment with the same customer used in the Sales Order, and then try to add the select the Sales order from the Sales Orders tab• Tab out here, or saving the record pops out the err

I want to update the  InventoryItem  based on the logic How can I do it. and Refresh the UI  if (row != null) {         ALLInventory InventoryItem = PXSelect<ALLInventory, Where<ALLInventory.inventoryID, Equal<Required<ALLInventory.inventoryID>>>>.Select(e.Cache.Graph, row.InventoryID);         if (InventoryItem != null) // Details related Material Allocation is available         {                            // IF - Total Consuemd Qty + Order Oty <= Maximum Allocated Quantity                 if(InventoryItem.TotalConsumedQty + row.OrderQty <= InventoryItem.MaxAllowedQty)                 {                     InventoryItem.TotalConsumedQty += (int?)row.OrderQty;                 }                 else // ELSE - Place Order for Total Consuemd Qty + Order Oty - Maximum Allocated Quantity                 {                     InventoryItem.TotalConsumedQty = InventoryItem.MaxAllowedQty;                     row.OrderQty = InventoryItem.TotalConsumedQty + row.Ord

I am getting the below error while converting Purchase to Fixed Asset.“Both Debit and Credit parts of transaction are not zero. Exiting with error.”

Hi,   User is getting an error on the bank feed when Loading in test mode. CA Error: The answer or answers were not provided in time. Please try again.”In Acumatica community we found a discussion on how to resolve this. However, On Step 2 ‘Update Credentials’, user got an error.User updated the credentials, first it says “you are successful connected to [Bank Name]” and then it showed ‘Credentials were not updated error reason: bank feed has been already connected’ Does anyone know how to resolve this error message?

I am attempting to add a parameter to the Sales Order GI. I need to search the field for any that contain the contents of the parameter.I have it set like this: This results in: How do I prevent the <NEW> and, if possible, the lookup table? I want the users to have the ability to enter text without the system trying to lookup an SO

Hello all,How can I display only a second segment of subaccount (AAA-BBB) in my report?So as per the above segment I only want to display BBB in my report. Maybe I would be need to apply formatting condition? Thanks.

Hello everyone,  I have a custom screen with a few tabs, at least one grid on each tab.I am trying to add a action to the toolbar of one of the grids, ‘Design, Material & Cost’,  when I have my PXAction like below, which is the grid’s DAC, it appears but does nothing when run: public PXAction<NPDDesignMatlCost> CreateInventoryItem; [PXButton] [PXUIField(DisplayName = "Create Inventory")] public virtual IEnumerable createInventoryItem(PXAdapter adapter) { PXTrace.WriteInformation("Action ran"); return adapter.Get(); }When I have PXAction as the main screen DAC, it does not appear at all. My .aspx is here:<px:PXGrid runat="server" ID="CstPXGrid32" Caption="Design, Material, Cost" CaptionVisible="True" Height="250px" SkinID="DetailsInTab" Width="100%"> <Levels> <px:PXGridLevel DataMember="DesignMatlCost" > <Columns> <px:PXGridColumn Type="CheckBox" DataField="Selected" Width="60" ></px:PXGridColumn> <px:PXGri

Is it possible to print this format as it is in a report using report designer.   

Hi,I been trying to use the Process Bank Transactions (CA306000) screen via API to be used by 3rd party app, how can I make a correct call on the extended API endpoint for Process Bank Transactions? as I have tried, I cannot find any solution on how I can make it work. Web Service Endpoint  Method: POSTJSON body: {    "CashAccount": {        "value": "CA2000"    }}Error: "The record was not processed because of an error during processing of the previous record" METHOD: GETParam: $filter=CashAccount eq 'CA2000'Error:"Optimization cannot be performed.The following fields cause the error:\r\nCashAccount: View TranFilter has BQL delegate\r\n"  

This is what I’ve been able to build but I want to make section that gives me a final number of how many I can build. Not have it show me what the lowest number in stock that I have. I want to see a section that says I can only build 6. 

Hi everyone. I am hoping that someone can help me find the cause of my issue.I am trying to setup reason code, so when an inventory item is issued to project task, it uses the subaccounts from default cost subaccount of the project task. I am following this documentation below. but so far unsuccessfully. When I set combine Sub From box to TTTTTT, it says “TTTTTT does not exist in the system”. Subaccount segment key is set to 6 characters. Could someone please point me to the right direction?Much appreciated.Best Regards

I’m looking for best practices.If our AP department receives an invoice/bill for product received but the purchase order totals and unit costs do not match what should we do?Should we be sending an mail to our purchasers and asking them to reopen purchase orders and update the unit costs? I tried that in a test enviroment and the PO updated its costs like I expected, but since the purchase receipt has already been released those costs were not updated and hence when we go to enter the AP bill the old unit costs are the numbers in the AP bill.I don’t feel like it’s reasonable to ask our AP person to adjust all the unit costs if they differ but I need to develop an SOP for our purchasing departments as well.On a related note, which “unit cost” does the stock item use for the “Last unit cost” and “Average Unit Cost” equations?

I’m currently working with the Acumatica API and noticed that some REST services typically return a totalCount field or include the total count of records as part of the metadata in their responses. However, I couldn’t find any documentation or examples indicating that Acumatica supports this feature, in fact the opposite from the links i pasted below.Specifically, I’m looking for a way to retrieve the total number of records in a dataset (e.g., total orders or customers) alongside a paginated response. I don’t see a totalCount in the response body, nor have I found any mention of it in headers like X-Total-Count.My questions are:Does Acumatica support returning the total count of records in the API response? If not, is there a recommended approach or workaround to efficiently retrieve the total count of records? Should I rely on a separate API call to count the records? Are there any best practices for handling this in Acumatica? Any insights or suggestions would be greatly appreciat

I’m trying to add the shipment page to the mobile app, by using this guide: however these steps don’t seem to be working. When I try to manage workspaces, the customization project gets an error. Without it, Shipments doesn’t appear. How can I get Shipments onto the Mobile App?Current Mobile Application 

Is it possible to publish a custom package for a specific tenant.

Hi all,Installing a local copy of Acumatica and it looks like I’m having a SQL login issue:Exception Details: Microsoft. Data SqlClient.SqlException: Login failed for user 'MIGNETISANDBOXS'.Are there any in depth walkthroughs you recommend for installing local copies? Thanks!I