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I have a Customer with Auto-Apply Payments selected on the Customers screen.I entered a new Invoice and a new Payment into the system, separately.On the Auto Apply Payments screen, I have the Customer's Statement Cycle ID selected.I click Process, but nothing changes on the Invoice or Payments screen (the payment is not applied). After clicking process on Auto Apply Payments, Invoice still shows a balance:And no Invoices were added to the Application History tab on the Payment: 

HI, I have set up allocation and billing rules based on the attached document to process project billing from field service appointments.However, when we run billing from the appointments, the system is not marking stock items as billable. As a result, these stock items are not being billed in the AR invoice when we execute the project billing    I've attached a document on the field service management demo script, which includes the setup process and a detailed transaction process between pages 58 and 95.Can someone please review and let me know why the stock item is not being marked as billable in the project transaction. Thanks.  

Hello.Back in May, I was having issues getting the 4.1 REST API code to actually be able to log into my Acumatica Instance.Dmitrii provided me with a link to the 5.1.2-beta version and it worked like a charm.  I’ve been coding with it ever since and moving forward.Fast forward to today - I am trying to add code to the library to pass back more detailed error messages from the API, and the place I would normally do that is in the function VerifyResponse that is found in a source file named EntityAPI_Implementation.cs - however this file does not exist in the 5.1.2-beta code I have, so I cannot update it to pass back extended error info.Is there a replacement in the beta version for that function in that file?  

I’m trying to get all inventory movements through a purchases accrual account in an inquiry. I can get the APTran joined nicely. I have about HALF of my INTran records showing as expected.The issue I have is that I “think” I need to use Line Number, but the Line Number on INTran is 1, but in the GLTran it’s 2 for a record (Purchases Accrual comes in as the 2nd line, the 1st line is the offsetting account). Without the Line Number, I’m concernced that a transaction could have two rows with the same Item and Account ID, thus creating duplicate entries. The DAC Browser doesn’t have anything regarding these two tables that I can find (hopefully those get more flushed out as we go along). Joins between GLTran and INTranThanks for looking/helping everyone!

I’m trying to prepare GI similar to the AP Register Detailed report. I tried copying the same relations as defined in the report designer for the GI but the results are not as expected. the date filter does not work well. I would really appreciate help on this one.

I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it?  Like the date of the PO cannot be earlier than the date of the SO maybe?  The help file on this does not explain these rules and it would be helpful for it to be added there too!

We have a client with three main companies.  Each company has it’s own logo.  The logo’s are set up in each Companies profile.  However, on the printed AR invoice the logo is the same.How do you set this up so that when an invoice is printed for a company, that companies logo is displayed?

Hi, how do I export all the stock item description tab content for all my stock items that has a description content? Not the item description on top.   

Hello Community! I had a question on how to create a shipment with multiple SOs attached through code in a processing screen. My main processing table is SOLine and the code I am attempting is below. This is for a transfer shipment which is why I have no customer ID. The shipment gets created without issue but no line items populate. My trace shows the loop through SOShipmentPlan finding the SOs I am selecting to add but I seem to be missing something.   public static string TransferShipment(SOOrderEntry orderEntry, SOShipmentEntry shipment, List<SOLine> lines, string sOShipmentType, string operation) { PXTrace.WriteInformation("1: Building shipment"); string shipNo = String.Empty; List<SOShipmentPlan> plan = new List<SOShipmentPlan>(); PXTrace.WriteInformation("0: "); SOShipment trShipment = new SOShipment() { ShipmentType = sOShipmentType }; trShipment = shipment.Document.

When using the Scan and Count on the mobile app, currently I scan the PI number, then the location I am counting, then the inventory ID and then the count.  After that, it is asking for another Inventory ID.  But the counting I am trying to do needs a new location becuase I have counted all of the expected inventory in that location.  The only thing I see right now is to confirm the count, then start over at scanning the PI again. What I would like to do is mirror the Scan and Transfer that would just ask for the next location to count instead of having to start the PI over.  I have not really seen any documentation on editing workflows.

What benefits do you get from manufacturing data collection beyond the standard product?What additional functionality is provided?Are there any good references showing why a company would purchase this?

I’m working on a Report to pull in AR invoices for a specific G/L code, but I am getting double results.  I think it is do to SO-Invoice and AR-Invoices sharing the same ARTran record.  What is a good way to limit this.  In the report I want to see each line for the invoice where that G/L account is used, so I know I can’t group by the AR number. 

We are using the contacts tab under projects and noticed that the phone number pulls in without any dashes. Even though this pulls directly from the customer contact, which shows the number formatted correctly, for whatever reason the formatting does not pass through to the project contact tab table. See attached. Phone number shown under the project contacts tab is not formattedContact record where the project contact is pulling from shows formatting. We have the information from the project contacts tab pulling to a report and would like to have the phone number formatted correctly. I’ve tried every format option in report designer that I can think of (or found based on searching the internet) and nothing is working. Does anyone have any suggestions on how to get the correct formatting? I’m assuming having it corrected on the project contacts tab would have to be an Acumatica thing, but surely there is something in report designer I can do. How phone number pulls to our report 

Our customer uses the SendGrid plugin for marketing purposes. When a user creates a new Email Activity from a record using the SendGrid email account, there is an option to “Bypass Suppression Checks”. That option allows emails to be sent to email addresses that are on the SendGrid Suppression list which is useful for certain communications. However, that option is not available when creating a Mass Email. Is there any way to include that option for Mass Emails?This is the Email Activity showing the option: 

Sample URL https://acumatica/(W(6))/Main?ScreenId=SO301000&OrderType=QT&OrderNbr=000455&Company=C20125 I want to get the Company from the url into the row inserting event 

I’m Implementing a custom Material request note (MRN) screen. Now I need to add a custom button to Production orders screen which create a MRN based on that production order. currently it gives the Object reference not set to an instance of an object. error. I have added few if conditions to check the null values, but it did not hit any if condition. Following is my Action code  public PXAction<AMProdItem> CreateMRN; [PXButton(DisplayOnMainToolbar = true, CommitChanges = true)] [PXUIField(DisplayName = "Create MRN", Enabled = true)] protected virtual IEnumerable createMRN(PXAdapter adapter) { // Populate a local inventoryItemList variable. List<AMProdMatl> inventoryItemList = new List<AMProdMatl>(); foreach (AMProdMatl inventoryItem in adapter.Get<AMProdMatl>()) { inventoryItemList.Add(inventoryItem); } if(inventoryItemList.Count == 0) {

Using 24R1 - After creating a proforma invoice from the Run Project Billing action, we add additional services to the proforma.  When we add the non-stock item (service), the description is blank - it doesn’t populate with the description from the non-stock item screen.

Hi, I am trying to Import Customer Payment Methods & Cash Accounts into 2020 R2. I am trying to Import in to Customer Payemt Methods, AR.30.30.10My import scenario is not working. I just get a message that the “Items have not been processed successfully. View Name: CustomerPaymentMethod”The import scenario looks like this:  Any insight would be appreciated.Thank you in advance.

Hi, I have tab in sales order called Scope of order highlighted in below screenshot, which is not available to see in mobile application. Is there any addition setting to make is visible for mobile application ?  

Hi,I am trying to mass import notes into Vendor Activities, and I tried using 2 different import scenarios but it is not working, can anyone advise? The first method I use is as below which I import through the Vendor screen, but I kept getting error  Another method I tried is importing through screen Activities, it managed to import successfully but nothing is showing up in my vendor Activities: If anyone had any experience importing notes under Activities, your assistance is greatly appreciated, thanks! Regards,Chern

Hello all,I have been working on integrating the UPS with Acumatica and while trying to confirm the shipment in sandbox the following error is triggerred:How to resolve this?

Hello all,Have been wondering as to how we can get the tracking number/URL inserted in the shipment screen. I have a UPS integration setup in sandbox and now I am looking out for steps where someone could let me know how Acumatica could directly fetch in the sample tracking numbers/url from the end user’s UPS account.   Thanks a lot in advance.

I trying to create a new Action on the Appointment screen. when I add the following code it to the graph extension it gives following error messages. But i have add the dll references to the project.Reference to type 'PXBqlTable' claims it is defined in 'PX.Data', but it could not be found   customization packageReference to type 'IBqlTableSystemDataStorage' claims it is defined in 'PX.Data', but it could not be found   customization package public PXAction<FSAppointment> CreateMRN; [PXProcessButton] [PXUIField(DisplayName = "Assign", Enabled = false)] protected virtual IEnumerable createMRN(PXAdapter adapter) { bool isMassProcess = adapter.MassProcess; Base.Save.Press(); PXLongOperation.StartOperation(this, delegate () { }); return null; }when I am investigating the issue, changed the DAC name to FSAppoinment to ARInvoice then it works.I delete the PX.Data.dll from the bin

Use Case:Client sells equipment that requires inspection and setup, then an appointment for delivery and installation. Client will be invoiced following the completion of the delivery and installation.Acumatica does NOT automatically create the equipment record until the invoice is released (unless we are missing something), so the equipment can’t be noted on the service order or the appointment. So essentially they can’t indicate the equipment on either of those records until the sales invoice is released, which would be after the delivery and installation.We are trying to avoid the step of manually creating the equipment record. Our hope is we are missing something in the process as this seems like a normal situation with lots of equipment.

Trying to enter a journal entry to a cash account for a specific branch, and get the error “cash account does not exist for the following branch and account:  LFD, 10100”We have a cash account set up for 10100 under branch RDA.  The box is UNchecked for “Restrict visibility with branch” in the Cash Account set up window.When posting a journal entry for 10100, if I select ANY branch other than RDA, I get the same error.  I thought that if I unchecked the restrict visibility with branch in the cash account window, that I would be able to post a journal entry for cash 10100 for any branch.If I go into Receivables and post a customer payment for branch LFD, I can select a payment method and the 10100 cash account in the payments & applications window.  But it doesn’t seem to work in the journal transaction screen.  So far, the only workaround I’ve found is to set up a separate cash account for 10100 under branch LFD.  Is that the only answer?  If so, I’m concerned that I won’t be able