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Does anyone know how to add the following fields as columns to the Approvals Screen (EP503010)Project ID Vendor Doc ID A proper link to the AP attachement or if there is a way to include the AP invoice PDF as a side panelRight now the only way to get this information is to click into the approval to see the bills and adjustments entry, when you need to click into B&A for each invocie is rather time consuming.  I tried to go into the Screen Customization Editor, however it doesn’t seem like the fields am looking for is inherently part of the EPApprovals DAC. As I am VERY new to the screen customizer I did not try to add the custom field, since i don’t know how to link it to the necessary DAC table. Thanks in Advance!  

I’m curious to learn how other clients are using the system to communicate the freight amount to the Receiving department.  Here is the use case:The Purchasing team creates a PO and sends to the vendor.  The goods on the PO will ship via Collect with one of our own freight carriers, so the supply vendor will not invoice us the freight.  The purchasing team knows the amount of freight for this order.  We’re trying to figure out how to communicate the freight amount within the system so that when our Receiving department receives the order, they know how much to process the Landed Cost transaction for.  Currently, we’re listing a non-stock FREIGHT item on the PO so that it transfers to the Receipt document.  However, this causes issues to the Accounting team because it creates a receipt accrual for the non-stock FREIGHT item for a vendor that will not be billing us the freight.  Thanks for any feedback you can provide!Shawn

Hello, Occasionally, when adding a new payment to an existing sales order with a PUT to the /Payment endpoint, the request succeeds (HTTP 200) but the response body is nearly empty. Rather than containing a Payment structure with ReferneceNbr and other fields, the server gives us a response body like this: {"id":"912d9149-55a4-4b1c-8575-73ebbfc2027c","rowNumber":1,"note":null,"custom":[]} This is problematic for our use case, because we need to store the payment’s ReferenceNbr, which is missing. Is the expected behavior? It appears to happen rarely, but I haven’t been able to determine the cause. Any recommended way to work around it? Any help is appreciated, thanks!

Is it possible to re-use of Blob format in acumatica.(E.g:Data.uploadfilerevision table). If So, How?

We have customers with multiple locations that are all setup as separate accounts.  There is a “parent” account that all invoices are sent to.  Each location has different contacts and the parent company wants bills with each locations name because they have checks with each location’s name and address.Our problem is how to apply a company wide credit limit so that when it is calculated it considers all the “child” accounts also.Thank you for any insights

HI All, I have a processing form built on the graph below, and so far, I can’t for the life of me get the Processing buttons to show.  I’m wondering if this is due to the processing form running on a DAC with the PX Hidden attribute - have never tried this before, or am I missing something else?  There is a View Delegate involved which takes data from a MASCCommissionDetail DAC which is persisted to the Database, and summarizes the data into a List of MASCProcessDetail.  The form is shown below.  This works exactly as required (except that there is no Process/Process All buttons visible)The MASCProcessDetail DAC is marked with the PXHidden attribute:  Essentially what I’m trying to do, isSummarise all the data in MASCCommissionDetail into MASCProcessDetail.  There is a many to one relationship between MASCCommissionDetail (many) and MASCProcess Detail (one), and when the processing form runs create one record  in APInvoice for each MASCProcessDetail record.  (I know how to do this part

We are running 2023R2.  We setup Inventory Item Access restriction so that certain stock and non-stock items are restricted to certain users (mainly along branch lines).  While the users can only see the items they are allowed on the main Inventory Stock/Non-Stock items GI screen, it appears that they see ALL items when they are trying to pick items in Project Quotes (Estimation tab) or Project Cost Budget (and perhaps in other areas).  Does any one know if this is a known issues or is there something we are not doing right?  Thanks in advance for your help.

I’m hoping someone can point me in the right direction; I’m guessing there’s probably even some stuff in the standard help that covers this but I’m striking out.If I run one of the stock AP or AR reports (I’ll use “AP Balance by GL Account” as my example), they all have a date or period parameter.  What I’m being asked for is to run these reports as of a specific date, like running the AP Balance as of the previous month end, so that we can then tie to the appropriate GL accounts.The issue with As-Of reporting in every ERP I’ve ever worked with is that, for subledger reports like AR and AP, the transactions are always changing.  GL is easy to run “as of”, because you never close or delete a GL transaction (worst case, you create a new transaction in the same period to reverse it).  It’s very possible on an AP subledger report that I may come in on February 3 and need to post an bill with a posting date of January 31.  I may also, on the same day, pay and close a January 10 bill.  I can

Hello!I’m trying to edit a report, but when I clicked on the “Edit report” button instead of downloading, it just sends me to a screen called “report definitions”Can I get some help? Really appreciate your answers, thanks

Looking for tips/help on updating the default Empty Item UOM from HOUR to EA. When we try and change it we get errors but can’t find where it’s pulling the errors from - our templates all have branch/billing rule/allocation rules filled out (as do our projects). And there isn’t anywhere to select defaults for those on the preferences page.  here is the error we get: Is this a customization?

Acumatica standard behavior sets the Sales Order owner to the user who converts a quote to an order.  I’m unable to find a way to set it instead to the Sales Quote owner.  I looked in Customer Management and Sales Order Preferences, and in Order Types.  And there’s no ability to configure and use an assignment map for Sales Orders.  Can this only be done via a customization?

Hello everyone, Is there any way to use an assign Map to vendor bills object ?I am trying to set restricted user visibility base on who is the bill’s owner.The system set the creator as owner but I need to use more specific rules to assign owner to the bill (for exemple : the manager of the project in the transaction ‘s bill, the PO owner, etc.). There is an approval map but it doesn’t populate le owner field. Thank for your help !C.

I am working on an import scenario to create new customers. The site has multi base currency and two branches AU and US. I’m feeding the Restrict visibility to field in the import scenario yet getting this error.    

Our company brings in sales orders via our homemade website. Quiet often we have to change the order quantity on a sales order. When we do that and press save we get an error that says “Applied Amount Cannot Exceed the Unbilled Balance”. We have been able to plug numbers into the payments screen until we are able to save but I don’t think we are doing it the appropriate what. What is the correct steps for changing the quantity ordered for an SO?

Hi All,  We have seen discussions about how to do a bulk update by manually doing an import scenario on the Acumatica system. Is it possible to update a list of customers via a singular API call?  Kind regards, Alecia

I had a client recently respond with their acumatica instance in dark mode (at least that’s what it looks like to me!) and i was wondering if anyone in the community knew how to make this change? i thought it was the browser but when i switched chrome to dark mode, acumatica’s screens were still white.  this is what i’m looking for:this would be an awesome feature (i saw a similar idea which i’ve included below but it seems to be about 4 years old so hopefully this reignites a spark) 

I have a Production with 2 operations.  One operation does not have any inventory required while the other has inventory. I added a barcode for the inventory ID so that a barcode scanner can be used in the Materials Subreport.  However, the Subreport printed the barcode picture even though there is no inventory in the operation. I tried using the visible expression to only appear if there is inventory but no matter what I do, the blank subreport will still print the barcode picture.  The Visible Expression “[AMProdMatl.InventoryID]<>null” was entered into every field or sections with no impact. How to suppress the subreport when the subreport does not have any values?

I’m looking for an example of GI that provides a global summary of project profitability (by project) where each column would include balances by account group type (i.e. Income, Expenses), for any given period, and filtered by Project Template.  Each row should contain balances by project/task with columns for Income, Expenses and net.  The challenges I’m encountering includes:Finding the appropriate table to provide an appropriate financial period selector for the query parameter. Establishing a parameter selector for Project Template that does not generate an “cannot convert <Project Template Name> to integer value”.  Any guidance (or even better, XML files) are appreciated.  

Hi - Is there a way on the compliance management screen (CL401000) to only show vendors that are active?  Our compliance list is showing many vendors out of compliance, but many are inactive vendors we are no longer seeking documents for.  Another layer would be the ability to add the last transaction date for that vendor to help determine if they should be active or not.  I’m unable to edit this since it is not a regular GI.  I appreciate any help you can provide.

My customer wants to require that their customer puts a down payment for items they are ordering.  The system will allow them to enter the payment when it comes in (as a prepayment).  They want to however to send an Invoice for the down payment. I am not seeing a way to do this.I found this article that implies you can do it, but it requires creating a shipment.  This is a manufacturer and they cannot create the shipment because they haven’t made the inventory yet.https://www.acumatica.com/blog/technical-tuesday-creating-installment-payments-using-payment-terms/Anybody have any ideas or am I not finding the documentation on how to do this?

Each time we add a new scope (task) to our projects or make tasks that were in planning active, it makes all of the scopes in projects invisible in our time tracking in WFG. The work around is to make ALL scopes inactive and save. Wait for it to sync to WFG and then make them all active, save and wait for it to sync.  It seems each should sync independently of each other.   

I’ve seen a few other posts mentioning odd behavior with different time zones between employees.Here is what I need to resolve - User A - Eastern Time Zone. Branch A. They create a time card with 8 hours on Monday - Saturday, so 48 hours total.User B - Central Time Zone. Branch B. They view User A’s timecard and can see 8 hours Monday - Thursday but Friday is now showing 16 hours, nothing for Saturday. Tried creating a second work calendar with time zone of EST and work hours 9am - 6pm but same issue. This is causing issues because User B is the one that would be processing payroll and it’s posting incorrectly.  

We are having problems using excel on downloaded Acumatica information.  Right now, the problem is with pivot tables.  It won’t let us change what is in the table. We are having to copy the information and paste special in a new workbook and rebuild the pivot table.

Is there any option to download a 32bit of Device Hub?

In mobile app we have a appointment listing screen under services.We need to add project and default project task field in listing screen.I am able to open listing screen in app but I cannot find any existing listing screen in mobile app customization screen.Web portal screen ID: FS3002PL So, I added it. I am not following how can we access this screen and how to add fields.