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Hello Acumatica community 😀I'd like to know the best practice for creating a custom field on screens (Customer Payments and Supplier Payments).I need a boolean value that can be modified even after a payment has been closed.However, a custom field on the corresponding tables doesn't allow modification once it's closed.What's the best practice? Should I create a new extension table with the same key as the payments table?Or is there another solution?Thank you for your feedback.Have a good day everyone 😁

Has anyone been able to create a generic inquiry that can include both actual and budget numbers by period, account, and sub account? I can’t seem to find the right combination of relationships to get this to work properly.

I want to set this screen to the Modern UI. How can I set 4 columns in each row? Is there an original Acumatica screen example like this?

i.m currently on an older version of Acumatica, testing in the sandbox for version 2024R1. I am using the Construction module and crated an invoice for a project. The invoice appears in all of the modules correctly, however, the issue i am having is with the Project WIP Report and Project WIP Detail Report. The Project WIP Report headings Revenue Recognized and Billings in Excess of Costs is showing the correct amount but the Period Billings and Billings to Period are showing credit amounts.In the two test scenario billings created and posted for the two projects, there were no debit or credit memos to cause a credit balance. It appears the credit balance is equal to the tax amount on each billing. In reading through the notes this is a known problem after the 2023R1 release. The proposed solution to run Recalculate Project Balances doesn’t seem to be working.Any ideas as to whatelse i could try?

Our company typically has 1,000 projects open at any time.  We also have over 1,000 stock items at our warehouses.  Any of these stock items can be used on a project.  How do we issue a stock item to a project where the inventory at the warehouse is relieved and the item quantity and cost are captured on the project?  This seems like a very basic scenario that is difficult in Acumatica.  Thanks for your comments.

I have a problem in Modern UI. In Classic UI I have 2 grids inside SmartPanel: Top grid: BZItemQuantityInq Bottom grid: BZItemLotInq When I click any row in the top grid, the bottom grid refreshes automatically and shows related data. Everything works fine there.  <px:PXSmartPanel runat="server" ID="CstSmartPanel1" Caption="Item Quantity Inquiry" CaptionVisible="True" LoadOnDemand="True" Width="1100px" Key="BZItemQuantityInq" AutoRepaint="True" AutoReload="True" ShowAfterLoad="True" CancelButtonID="CstButton8" CloseButtonDialogResult="No"> <px:PXGrid runat="server" ID="CstPXGrid2" AdjustPageSize="None" AllowPaging="True" SkinID="Details" Width="100%" DataSourceID="ds" SyncPosition="True" KeepPosition="True"> <Levels> <px:PXGridLevel DataMember="BZItemQuantityInq"> <Columns> ...... </Columns></px:PXGridLevel></Levels> <AutoSize Enabled="True" /> <AutoCallBack Enabled="True"

I’m new to Acumatica, does anyone know how it handles multiple approved manufacturers/part numbers per inventory item?Thanks in advance!Kathie

Does anyone know how often Acumatica backs up our instances when they are hosting them?Do they keep any historical backups or just the most recent?Nothing wrong, just a general inquiry. (see what I did there?)

Hi everyone,Have a client looking to send and manage surveys using Acumatica, perhaps with a Surveymonkey integration. Everything I’m seeing (including the latest GitHub package) is about 3 years old. Does anyone have info on a current option?

Has anyone run into the following vague error when trying to connect Shipstation.  I have followed the Shipstaion documentation here: https://help.shipstation.com/hc/en-us/articles/360026140871-Acumatica#UUID-8a29acb6-2284-4383-9cd4-9d8042e2a078_UUID-5a36552f-1c4a-47ff-a8e5-3a9c8e296fd4 But get the following error shown below.  Any ideas on what the issue maybe?

I intend to add custom fields to the Payment Summary section of the AR302000 screen. These two custom fields are intended to appear specifically when the View is set to "Document." However, it seems that despite having implemented the code, the changes are not taking effect. Where might the issue lie?

I have a tenant with 3 companies; Company A , B, and C.  I want to move Company B to its own tenant.  In a SaaS environment, what would be the steps to do that?

Good day,See the attached GI.  I want to set up the Navigation to open the Subject/Email associated with the subject on the Customer Activity tabs.  (Trying to avoid having to open the Customer Profile).I can get the hyperlink on the field, but it does not open the email. See example.Any ideas?  I had to publish today but I want to add this feature so the user can review the Note on the generic inquiry.Thank you.  

Hello all,I have been trying to work on Shared Column Configuration, but it is not getting applied. Kindly let me know if i am following the correct steps:Setting up the list of the columns, to be displayed, using Column Configurator → Selecting Shared Column Configuration.I am looking to hide the Currency field for all the users except for admin. And there would be some other fields too that will be made visible/invisible on regular basis.Moving them  to the list of Available columns:Selecting the table under Shared Column Configuration:And at last selecting the users for whom the columns shouldn’t be displayed:And clicking on Finish.The columns are getting invisible but after logging into the bernia’s account, I am able to change my columns:How can I restrict the user to not be able to add it again.Thanks in advance.

Is there a way to display qty on hand on the PO line for stock items by warehouse?  This way the user can decide how they would like the product shipped to them based on inventory available.  I am thinking it will be an enhancement but what would be the best approach here to make it seamless.  Thanks!

Can we add columns (user and date file upload) to attach files form? 

Hi everyone,I’m trying to customize SOLine.AlternateID, but the original Acumatica logic is interfering with my functionality. Specifically, I need to remove the AlternativeItemAttribute from SOLine.AlternateID.Here’s what I tried so far: #region AlternateID [PXMergeAttributes(Method = MergeMethod.Merge)] [PXRemoveBaseAttribute(typeof(AlternativeItemAttribute))] [PXDBDefault(null, PersistingCheck = PXPersistingCheck.Nothing)] [BZAlternativeItemAttribute(INPrimaryAlternateType.CPN, typeof(SOLine.inventoryID), typeof(SOLine.subItemID), typeof(SOLine.uOM))] protected virtual void SOLine_AlternateID_CacheAttached(PXCache sender) { } #endregionHowever, this doesn’t seem to remove the attribute completely. Has anyone successfully removed or replaced the AlternativeItemAttribute from AlternateID? Any guidance or best practices would be greatly appreciated.

The client has a large number of non stock kits with stock components. They require allocation before the shipment is created. I was wondering if this was a setting in Acumatica itself, or if it requires customization to achieve.

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. 

Our process is Engineering creates BOM, Production Planning creates the Production Order under the Project, and the BOM is linked to the Production Order to generate material demand. Purchasing then procures material based on that demand.Our challenge is with ECO driven BOM revisions. If the Production order is still in Planning status, we can update the order with the new BOM revision and regenerate the demand successfully. However, after the Production Order is Released and material has been Issued, the status moves to In-Process, and we are no longer able to update the Production Order with the latest BOM revision.In this situation, the only option we currently see is to reverse the material issues, delete the existing Production Order, recreate a new Production order with the updated BOM revision, and then proceed again. This is operationally heavy and inefficient.I would like to know whether Acumatica provides any standard functionality, recommended process, or best practice for h

Invoice, click print.  There is a green email button.  For some users it is greyed out.  Where is the security setting for that button?

Hello, I have a user that needs access to the Side Bar in Sales orders. See Here. She needs access to the ‘Invoices and Memos’ button. I was pretty sure they were run by GIs but I’ve given permissions to the invoices one and that didn’t help. Any ideas?Thanks!

In Modern UI Trying to save a new card in the Sales Order with the Prepament option. But card entering option is non editable. Does anyone experienced this issue.  

We are building a remittance automation tool that needs to create an AR Payment and apply it to multiple invoices (1,300+ lines) via the REST API in Acumatica 25.200.001.What we've tried:PUT to /entity/Default/25.200.001/Payment with DocumentsToApply array containing AdjdDocType, AdjdRefNbr, and CuryAdjgAmt — returns HTTP 200 and updates LastModifiedDateTime but AppliedToDocuments stays 0. Documents are not applied. Import Scenario via the UI with a CSV provider mapping to the Payments and Applications screen (AR302000) — fails with "The system failed to commit the Adjustments row." Screen-based API POST to AR302000 — modern Acumatica 25.x loads the screen via JavaScript so DataSourceSessionID and DataSourceLoginID are not present in the initial HTML response. REST API /entity/Default/25.200.001/ImportScenario — returns 404, endpoint does not exist.Question:What is the correct method to programmatically create an AR Payment and apply it to multiple invoices in version 25.200.001? Is th

Hi Acumatica CommunityI created a Sales Order (TR) and Transfer Shipments.to Process Shipments, I used Pick, Pack and Ship functionality.But when I tried to receive this using Receive and Put away. I didn’t find what process do I need to scan.Do we have a documentation for this process?Thank you!