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Please kindly help me and how can I fix this process? I can't use Create Receipt and create shipment 

I am trying to get a custom field (Absolute Variance Quantity in INPIDetail/INPIDetailExt) to get summed up and have that amount sent to a custom header (Total Absolute Variance Quantity in INPIHeader/INPIHeaderExt). The population of Absolute Variance Quantity works just fine, I’m just stumped by the process of having it update Total Absolute Variance Quantity.Here is my code so far:And as text:public class INPIReviewExtension2 : INPIHeader  {    //PXGraphExtension<PX.Objects.IN.INPIReview>,    [PXFilterable]    [PXImport(typeof(INPIHeader))]    public      SelectFrom<INPIDetail>.      LeftJoin<InventoryItem>.On<INPIDetail.FK.InventoryItem>.      LeftJoin<INSubItem>.On<INPIDetail.FK.SubItem>.      Where<        INPIDetail.pIID.IsEqual<INPIHeader.pIID.AsOptional>.        And<          INPIDetail.inventoryID.IsNull.          Or<InventoryItem.inventoryID.IsNotNull>>>.      OrderBy<INPIDetail.lineNbr.Asc>.      View PIDetai

My clients frequently request an ability to show Paid to date values for a specific project (AP and PR), and dollar received on a job (AR) cash entries are not job costed in the current iteration of the system.  What workarounds do other partners utilize to satisfy client requests for paid to date values on a project?

I am looking for an AP report that would show a summary of all payments made to subcontractors for the year, to assist in my annual insurance audits. Is there a way I can sort or filter the vendor transaction history report by vendor class, to show only subcontractors?

We are using sales orders to process sales.  The sales come by Shopify, API (woo commerce) and manual.  Creating sales orders works great!Where we struggle is returns/order changes.  Our most common situation removing an item from the sales order that is not in-stock followed by partial credits.  Currently:Step 1: We go into the sales order and remove the item that is not in-stock.  Then we add a non-stock item to the order for exact same amount.  Create the shipment, ship it and invoice the order.  The reason we add a non-stock item is the order comes in with a payment.  If we don’t close the order for the exact amount the payment remains open with balance.  Step 2: Since it was paid order we credit the customers credit card on Woo Commerce or Shopify.  Then we go into ACU create a return order using the non-stock item with amount of the item removed and any tax.  Then we create a refund payment in ACU, attach the payment to the refund order, lastly invoice.Situation 2:  As a customer

Hello.  I execute a simple BQL query.SOOrderType orderType = SelectFrom<SOOrderType>    .Where<SOOrderType.orderType.IsEqual<@P.AsString>>.View.Select(Base, tran.SOOrderType);I verified the BQL parameter returns “SO”However the results of the BQL is null.  I verified that only 1 version of SO order type exists.  I’m unsure why this happens.

Team,I am trying to inlcude the Bill Description as part of the AP641000 check with Remittance in Acumatica, the only way I found to do the relation is to do a APPayment related to APAdjust and the APAdjust to the APInvoice to get the Bill Description. In this report, I used the BillType variable to now host the APInvoice.DocDesc, on a check with 3 bills paid, the remmirance DocDesc is correct for the first two lines, but not the third line. I hope somebody could check the report and let me know if I am missing something.  report is on the zip attachment Thank you.

Anybody else getting robo Called by this company?  They Claim to be Acumatica (Their Caller ID says Acumatica), but when pressed will say they are a partner. They are trying to sell their authorize.net plugin and stating Acumatica has dropped support for it.   I have asked many times to be removed but it just won’t stop.

The time is passed as a string. which includes date and time. i need to make a filter where i can filter the data by time.E.g. “1/3/2025 4:49:34 PM”. Any idea? 

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: