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Does anyone know where there is a list oif the expressions needed to setup payment methods validation in the “Validation Reg. Exp” field  I am trying to work out what expression to use but i can't find a list of the available options and format needed thanks 

Need assistance on how to delete double upload AR Invoices and Memos, current status is Open.

We have a prospective customer who wants to know more details about the integration of Acumatica and Outlook.Currently they use Monday, and are considering Acumatica CRM. They want to know if Acumatica can automatically detect email addresses from emails in Outlook, and add those emails as activities in Leads etc. In essence they don't want to be sending emails from within Acumatica, and they don't want to have to use the Outlook add in button to manually add the emails. It has to be done automatically based on the email addresses.I've looked over the documentation but I can't find out how to do this, does anyone know, or has anyone done this before? 

I am looking for an import scenario that will reverse payment applications on AR Invoices, I have tried several times but unsuccessfully. Thanks

Hi, I have a customer that wants to expense depreciation to multiple subaccounts when depreciation is calculated and released.  The only way I know how to do this is by creating an allocation in the financial module to allocate the expenses to the correct subaccounts. Has anyone else know of another way to allocate the expenses to the proper subaccounts, the customer is not on board with the allocation method. Thanks,Coleen

Migrating to ACM, currently on 2024R1, heading to UAT.I have a working Expense Claim approval map that routes claims to supervisors, emails them they have approvals to do and emails users who get their claims rejected….all good.I’m trying to replicate a policy we have in our current ERP system which prevents employees from claiming expenses earlier than 21 days in the past. There’s no “expense policy management” per se in ACM, so was thinking of making it the first step in my approval map, with an empty workgroup as the approver so it’ll get rejected automatically.I was considering using the actual claim line detail date but the Condition does not allow something like “@Today-21”. It only has the Date picker option: First, is this a relative value if I put in a Value and Value 2, like in an automation schedule (where it’ll advance on its own)?Second, if not (and it doesn’t look like that), does anyone have an idea on how I can implement this policy, either here in a map or some other m

Hello, anyone had an issue before when import a REFUND?The tax amount calculated by the external tax provider cannot be applied to the document. An error occurred during processing of the field Applied To Order value 18.41 Incorrect value. The value to be entered must be less than or equal to 18.40.Obviously, the amounts would be different, but the idea is clear I hope: payment (refund) in Shopify is larger than what Acumatica calculates using the Avalara integration.Acumatica used to have this issue with order import, but it was fixed once the Disable Automatic Tax Calculation configuration was added on the Order Types screen. However, the issue with Refunds seems to persists, regardless of the value of that box on the Order Types screen for RC type.

I am trying to create payroll periods for the calendar for 2025, however the button is grayed out when I go into payroll/preferences/payroll calendar - create periods is grayed out.  Is this a permission level, or am I missing a step to add the pay periods for the year? 

Testing of this GI in our sandbox prior to upgrade to 2024R2 on 12/19 went fine. We had version 5 loaded 12/30. I do not believe anyone attempted to view this GI after our initial upgrade, so don’t know if it’s an initial upgrade issue, or related to V5.The error message when I attempt to view the GI is that the field [OwnerID] cannot be determined. Owner (I presume) is coming from PMProject.ownerID in my results grid, which appears to be valid. Additionally, field PMBudget.ActualAmount has a yellow warning that the user has insufficient rights or the feature has been disabled. Attempting to pull the GI via Velixo, just says the report is not found. I’ve spent a few hours doing research and do see where there have been some changes to the access rights, so I granted access … but I have admin rights, so this shouldn’t have been a problem for me, which suggests that isn’t the issue. I do know that some fields have been renamed/changed/removed, but this doesn’t seem to be the case here. I

We generally close our invoicing for a month by the second business day of a month and would ideally like to have Acumatica automatically generate the customer statement on the third business day and send them out. Not sure the best way to handle this. Seem to be able to set up the automation schedule to email the statements on the third business day, but the statement cycles screen that generates the statement only gives the option of selecting a fixed day of the month. The issue with this is that the 1st of a month can start on a weekend and could result in our statements being generated on the 1st business day of the month while we are still finishing our invoicing for the month.   

I had to write a custom program for Physical Inventory because the Acumatica native PI stuff doesn’t work for us. Last year it worked great and everyone was very happy with it.This year I wanted to enhance it by automatically loading the counted quantities to Acumatica over the Web Service, once counting was complete, instead of using my SQL view, exporting it to Excel and loading it into Physical Inventory Review. I am having an issue though where when I upload the scans to the web service, it fails with a 500 “Operation Failed” and Inner Message “Failed to insert the PIDetail Row”. The rest is just abstract stack tracing that gives me ZERO clues of why it wouldn’t persist. This happens after several hundred scans are successfully processed. I started by sending batches of 500 rows of test data (last years actual PI scans) to my development server. When I got that failure, I cut the batches down to 5 and output what part/location it is working on. I then hand entered all 5 of those sc

Hi everyone!,  I’m in trouble, because I tried to make a selector field but it doesn’t work, I checked the field in WSDL schema. The field is Product in WSDL schema<s:element minOccurs="0" maxOccurs="1" name="Product" type="tns:Field"/>and the selector definition in the DAC is Product add field "Product"{ selectorDisplayFormat = KeyDescription pickerType = Searchable weight = 2 selector { add field "ProductID" add field "Description" } placeAfter field "Acepted" }But I can't show that the field is searchable as the following field, but Owner field isn’t a grid control and my field is it. Any help would be appreciated.!Thanks

why i am seeing this error on these parameters in generic inquiry also no display of text 

Hi All,I am setting up inventory counts by movement classes. When I use the Add button to add a range of locations, it adds all locations in the range irrespective of whether the location is set as active or not. Is there a way to specify that only active locations are included in the count?Regards,Abbas

I want to create an Automation Schedules for Process Order. Now the “End Date” field is default to today’s date. Is it possible to change it to one week before, for example =today()-7?  

Hello,Our current email template for sending shipment notifications utilizes the email address found under “Ship-To Contact” on the Addresses tab of the sales order.   This works fine,  however our sales and shipping team has asked that the Email address of the Contact listed in the header of the sales order also receive the shipping notification email.   I have been looking at this and have not found a way to get the Email address of the contact on the Sales order on to the shipping notificaiton email.   I belive the issue is that the shipping notfiction email template is limited to using addresses from the SO.30.20.00 (Shipments) screen and I need to pull the address from the SO.30.10.00 (Sales Order) screen.   Has anyone dealt with this in the past and can you provide any guidance on making this happen?

i cant found the transfer in receipts screen although it Released and appear in report Good in transit 

I am cancelling an invoice on screen AR302000, then I release it and I get the following error:please, Can you help me?

I am trying to create a business for when an Invoice is added to the SO-Invoice screen (SO3030PL).  The business event will check for a few conditions related to the invoice.  If those conditions are met, the Do Not Email checkbox for that invoice should be checked.  Here is what I have so far.The Business Event:Trigger Conditions:Subscribers:Action Execution:Keys:Field Values:Executed By Events: Any advice you can provide as to why the invoice will not update the Do Not Email field properly would be most appreciated.  Thank you guys in advance.

deleted shipments are populating back up in acumatica we currently use shiphawk but were originally deleted in acumatica how to fix

I am getting this error message when I am trying to Release a Bill.  The date of the bill is 11/18/2024, the post date is 12-2024.  I know we have been able to do this in the past. This Bill has some  Prepayments applied to it.  Could the error be the next prepayment has a post date of 8-2024, so they are not connected?

Hello,Our company just bought a carwash, and I am working on setting up the transactions.  What are the best ways to handle the sales tax and the credit card fees.  We are a construction company and not as familiar with these types of sales for best practices.  We don’t currently use sales orders for our day to day. We get credit card deposits each day.  They are all round numbers and include the sales tax and credit card fees.  I want to track the total time based off dollar amounts.  Cash is one price, credit card is another price.  I was going to set up two non-stock items, one for cash, one for credit card.  Each unit is $1, take sales tax out and its $0.92625.  set the item up as taxable and it works.  But we have to be out 5+ decimal points to make it all work, and/or we are a few pennies off on each transaction. For the credit card fees we take that off when we apply the payment to the invoice.   Thanks for your help. Jeremy

Yet again plunging my bucket into the collective Acumatica well of knowledge!!! We have users who can currently Add/View files to Inventory Items, Sales Orders and Purchase Orders etc, however if they wish to delete a file they are unable.  They don’t proceed to the new window that allows the removal of files.  If they attempt to ‘EDIT’ the link - they are thrown straight back to the Acumatica homepage. Would the Access Rights for this be in one location - or is there a separate Access Rights for each screen (Purchase/Sales Orders/Inventory etc)?  I’ve trawled through the Access Rights by Screen and by Access Rights by User but to no avail…. Many thanks in advance! Ben 

Hello all, I do not want to setup a virtual machine and install Acumatica and then worry about the patches and upgrades …So, the question is, has anyone installed Acumatica on Azure using Azure App Services? If yes, any documentation that you can share?

Hello! We created an additional company in an existing tenant that has 9 months of transactions. We are trying to give user access to either company 1, company 2, or both companies. We have separate ledgers for each company so the transactions between the two should be completely separated.According to this community post Access rights for users that can switch among companies | Community, we created separate user roles for each company. Each user has company 1, 2, or both user roles assigned. The data separation works if the user only has one user role assigned (e.g. user with company 1 role see transaction in company 1, user with company 2 role see transaction in company 2). The issue is when user is assigned both roles (company 1 and 2), doesn’t matter which company the user is logged in, user sees all transaction from both companies combined. We need users who are logged into company 1 to only see transaction of that company. The data should not flow between the two companies, wher