Solved

Hey everyone. We have done a customisation where we extended the Opening Balances to the Customer screen. Here are the fields in DAC: public class MAKLCustomerBalanceSummaryExt : PXCacheExtension<CustomerMaint.CustomerBalanceSummary> { #region UsrMAKLCurrentBalance [PXBaseCury(null, typeof(Customer.baseCuryID))] [CurySymbol(null, typeof(Customer.baseCuryID), null, null)] [PXUIField(DisplayName = "Current Balance", Visible = true, Enabled = false)] public virtual decimal? UsrMAKLCurrentBalance { get; set; } public abstract class usrMAKLCurrentBalance : BqlType<IBqlDecimal, decimal>.Field<usrMAKLCurrentBalance> { } #endregion }We have then extended this field to the Web Service Endpoint, but it returns 0 every time even though the customer has a balance.I have then added the RowSelected event handler and populated the field in there as well, but to no avail. How can I get this field to display in the Web Service? 

If a vendor discontinues an item and we plan on purchasing a different item to replace that stock item, is there a way for me to “link” the 2 items together so that my forecast will be able to tell me how much of the new item I need to order based on the old item history?

My team is trying to clear up our system, and we came across three material moves that were never completed, while the corresponding PO was. It seems like all three were duplicates of original material moves that worked, but now these three orders are stuck with the error “AM Error: The batch contains released related transactions and cannot be deleted.” and can’t be deleted no matter what we do. Is there a way to fix this issue? 

Where do I put past sales history of items in Acumatica to be used as data for purchasing forecasting? We have been in Acumatica for less than 1 fiscal year and we need to be able to predict purchasing needs based on last year sales.

We have an order on our system that was created 23/02/24. It had 1 line item, with a qty of 1 required. Today (07/03/24) I added another line for the same item, with a qty of 1.When I then Create Shipment, the original item populates the Shipped Qty with 0, but the new item populates the Shipped Qty with 1.The behaviour we want is as per the original item - i.e. the Shipped Qty should remain 0 until we actually pick/ship the item.We’ve noticed that the Location shows <SPLIT> for the original item and FG000000 for the new item - not sure if this is related?Note: we have only edited the original order to demonstrate the different behavior, our new orders behave as the added line does, which is not what we want.We have tried editing various settings, but cannot get new orders to behave as we’d like.It seems as if when the original Sales Order was created there was item/setup data recorded that makes the Shipment behave in a certain way for the existing item.But when you add a new it

Hello Community, Has anyone ever created a report parameter that sets the format on the printed report?For example, I have a small and large label. I created a parameter for “small” and “large”. I added an visibility expression to the report to print a different format based on the parameter selected by the user either “small” or “large”. Does anyone have any experience in this? See label size field. Trying to get that selection to format my report (ie printing a smaller or bigger label). Thanks 

Hello.  Is there a way to not allow or warn, when entering a sales order, that stock is low or will go negative. This would mainly apply when we want to discontinue an item, and then only sell the qty on hand remaining. Once it is below 0, no more would be allowed to be entered.  If more qty is entered for more than we have, then it would error out the SO.  Thoughts from anyone how they have handled this?

We are using Device Hub to print our Pick Tickets. Pick Tickets have one parameter, ShipmentNbr and so when printed manually there is one Pick Ticket per shipment number and the PageOf variable works correctly when printed from the print action or when printing from the report pick ticket screen. However when printed from Device Hub it seems that the reports are being sent in batches and the page number isn’t resetting by the group so for example device hub prints 10 pickets with 15 pages and the pages all come out numbered page x of 15.I have tried resetting the page number in the footer of the group and setting the process order to Always and that did not work.  Anyone have any ideas where to look next?  I did read something about Common Settings in the report designer so I’m going to start there tomorrow.  Any help is appreciated.

Hello, I’m attempting to create a Sales Order via the REST API and I’m running into an error I don’t understand when applying a discount. My DiscountDetails JSON payload looks like this:   "DiscountDetails": [        {            "Description": {                "value": "Coupon Discount"            },            "DiscountCode": {                "value": "COUPON"            },            "DiscountPercent": {                "value": 15            },            "DiscountAmount": {                "value": 0.6            },            "ManualDiscount": {              "value": true            },            "SequenceID": {              "value": "TATER15"            },            "Type": {                "value": "Document"            }        }  ]The error I’m receiving is “’Type’ cannot be empty”, but I am providing a “Type”, so I don’t really understand what’s wrong. There are no other errors. The error only seems to occur when using the REST API; I have been able to successfully apply the

I have been using a custom workflow in our Project Quotes to put quotes that are not accepted and ultimately lost into a custom state I originally called Refused. Now that we have CRM we have the Predefined State of Declined, but when I attempt to customize the workflow to use it instead of my custom added state, the flow can put the Quote into the Declined State, but can not change it back to a Draft state. It results in a trace error of “The state (@Next) is not specified for this state (L) because it is not placed in a sequence.” when you attempt to move from the Declined state back to a Draft state. Is this something that can be adjusted or fixed? or should I continue to use my custom state to mark them as Refused because we sometimes accidentally hit buttons and need to reverse course on declining a quote?

Hi Everyone,I got the issue when Employee Time Card was entered hour on Saturday for overtime, and when I Remove Hold it combined to the hours on Friday; However it still showing the Saturdays Summary Activities on Detail tab.Can some one help me with it ?Pictures attached below for reference.Thank you

Hello,I have successfully loaded my prices for 2025 but come to find out they were given to me wrong and now need to update what I already loaded. I cannot delete the sheet below and reimport. Does anyone have a solution of how to update the worksheet to replace the correct pricing for 2025? 

Hi Acumatica Community,I’m exploring the capabilities of Acumatica’s AP Invoice Document Recognition and would love to see a video or demonstration that highlights the following:How the system processes inbound email attachments containing invoices (e.g., extracting data from emailed PDFs). How it works with scanned PDFs, particularly in terms of batch processing. Whether I can drag and drop multiple PDF invoices directly into Acumatica and have the system recognize and process them efficiently.If anyone knows of existing videos, tutorials, or documentation that visually showcases these features, please share. Seeing it in action would be immensely helpful for my understanding and evaluation!Thanks in advance!

In the initial set-up of Acumatica and Vendor Classes, a cash account was entered in the “Default Financial Settings” for each class.  Now, we are using a new cash account to pay vendors.  We have removed the default cash account in all classes so feel new Vendors added will not have a default cash account.  We were able to mass update the cash account for all open AP bills using GI.  We would now like to update all Vendor records either by removing the old cash account default (i.e. default cash account would be blank) or the new cash account. We tried using GI, adding the “location” data to the Vendor record but were unsuccessful in creating the needed relations to accomplish the mass update.  Any and all help to get this update completed as a mass update is appreciated.

Hi Team,I have created custom project and task selector fields on the request screen.Currently, the selector displays all tasks, but I want it to display only the tasks related to the selected project in the task lookup.Please assist me in resolving this issue.Below is the code.     #region UsrProject    [PXString(255)]    [PXUIField(DisplayName = "Project", Visibility = PXUIVisibility.SelectorVisible)]    [PXSelector(typeof(Search2<PMProject.contractCD,    LeftJoin<Customer, On<Customer.bAccountID, Equal<PMProject.customerID>>,    LeftJoin<ContractBillingSchedule, On<ContractBillingSchedule.contractID, Equal<PMProject.contractID>>>>,    Where<PMProject.baseType, Equal<CTPRType.project>,        And<PMProject.nonProject, Equal<False>,                  And<PMProject.status, Equal<ProjectStatus.active>>>>>),  typeof(PMProject.contractCD), typeof(PMProject.description),  typeof(PMProject.customerID), typeof(PMPro

Hello all,I have bee trying to release time cards but it throws the following error: 

Hello,We recently (past 3 months) went live with Acumatica and are continuing to refine our processes and explore capabilities.    My current project is to set safety stock on certain raw materials so we can leverage MRP and ensure that we always maintain the necessary on hand material levels.   We have set our Inventory Planning preferences as shown below:  We have two warehouses setup in our system, MAIN (aka Finished Goods), and RAWMTL.  All of our raw materials are inventoried in the raw material warehouse.     We set the invetory planning values as shown below on a select group of raw material part numbers for testing: We then ran MRP and reivewed the Inventory Planning Display and were surprised to see that MRP was showing Safety Stock demand (see below) for us to purchase this material in the MAIN warehouse despite the fact that we have sufficient (greater then 300lbs) material on hand in the RAWMTL warehouse. For materials that do not have sufficient on hand inventory in the RA

It appears that AP recognition is not available on the sales demo instanceCan someone confirm if this is true / how to demo / test AP recognition ?

We have found when converting from an opportunity to a service order the salesperson name is wiped out.  We currently go into the finance tab and select the salesperson.  Anyone know why this is wiped out or if there is a way to prevent it?  Not a huge deal to re-enter it but it sometimes gets forgotten so it would be preferable to transfer over.  Thanks! 

Hello Community,Was getting a bit confused between the flow for Sales Prices (AR202000) & Sales Price Worksheets (AR202010) screen. How shall a user start with the same? Is it first from Worksheet to Sales Price or Adding a price line, creating a worksheet from the Sales Prices form and then releasing it in Worksheet screen,Kindly guide me out in the same.Thanks.

Has anyone ever run into the following error when trying to create a submittal revision: “Error: An error occurred during the processing of the field Contact value 102536 Only Active Contacts are allowed.”We were able to determine that the error was due to the person listed in the submittal workflow contact being a former employee, so their employee record was marked as inactive. As a workaround, we were able to mark the employee active again and then create the revision without error. However, is this a bug that needs to be addressed? An inactive employee record shouldn’t be the deciding factor on if a submittal revision can be created. There is no way to remove the inactive contact from the original submittal in order to create the revision. The only time the contact can be removed is after the revision is created, and only from the revision record. 

Hello,Has anyone experienced syncing historical orders from one e-commerce platform to another? For example, we previously used BigCommerce as our e-commerce platform connected to Acumatica, but we have since switched to Shopify.Now, we want to sync the historical orders from BigCommerce for our customers into Shopify. However, we found that the orders are filtered due to existing External Reference numbers. Clearing this field isn’t a viable solution since most of the orders are already completed. I can process the orders in the Sync History > Filtered tab, but I hope there is a more elegant approach.

Hi All, when I import Interest Account (4212), the system show “account cannot be mapped”. Does it mean I cannot import the balance for this account or what’s wrong? 

Sometimes we need to correct hours coded to a certain pay type.  The pay and the units both need to be corrected, but unable to enter a negative unit amount.

Attempting to create a Shipment from Sales Order.  I receive an error due to a former employee record being inactive.   I cannot find anywhere on the Sales Order or Customer Account where the former employee record has any connection?    Actual error recieved:  Inserting ‘Shipment’ Record raised at least one error. Please review the errors The status of employee Mikes is ‘inactive’?  This employee record has been inactive for over a year and has never caused this error prior.  I don’t know where else to look for the possible connection in Acumatica?