Solved

We have just started to pull the log lines from the service appointment to timecards for payroll processing.Last week someone entered an overtime entry (Earning type ‘TH’) when it should have been normal hours.  We get this error when trying to release the Timecard → ‘An error occured during processing of the field Earning Type value TH. Earning type cannot be updated because this record is related to a released or approved time activity’The appointment was invoiced but has been credited, however we can’t alter the existing entry.  A suggestion was to enter a new line with a -1 for hours.  We couldn’t get the -1 for TH to work but could get -1 for normal hours to save.  This entry has flowed through to the timecard, but still getting the above error.Anyone have any ideas how we can get this sorted?

HI,The trial balance in my system only show the account number. Information like “subaccount”, “project/ contract”, “project task” are missing.Is there a way to run a trial balance with all the other information?Thank you.Raymond

Need to hide a AP Bill from some Acumatica users ( AP Clerk) . This bill is a Confidential bill . Only the Controller should be able to see it . How to do it ? Any Ideas? 

I’m looking to add internal notes on inventory items which should than be visible on specific screens, for example on a Purchase order screen if the inventory item is being added to the PO line the notes added on that item should be visible on the PO line containing that inventory item, I would like the notes symbol on the line item to get highlighted to alert the user to check the notes.I would prefer not to use the pop up notes which is only visible at the time we add that item to the PO line.I’m also wondering if I’m limited to have only one “notes” screen per inventory item or I can create another one to be used for these specific type of notes which should up on other screens.Is that possible?

Hello all,I have been looking out for ways or steps/guide for processing commissions via Payroll in Acumatica. Would really be grateful. Thanks in advance.

Hello all,I would like to know if we are able to create an export scenario using Biz Event using GI. If not then how can we run an export scenario using GI. Thanks.

I am trying to add a customization but the plus button is grayed out.  I have the Administrator role and access rights to this screen show Administrator has Delete rights, which I believe is the highest level of rights.  Does anybody know why this is grayed out? 

I have a need to create a new table and DAC which will hold some Historical data in Acumatica only for lookup purposes.I have that customization written and published where it creates both the table and the DAC.  No problems at all, and I even have a GI which reads the DAC table.HOWEVER, now I have a need to Import the data into this newly created table.  But when I go to create an Import Scenario for it, after creating a ‘new’ Custom screen as a Grid(View), the Import Scenario errors out saying that “screen does not have the Copy/Paste function” and will not allow me to create the Import Scenario.What do I need to do to make this brand new custom screen have the ability to Import data from an Excel file?Thank you, 

Looking to understand how the release of materials on a production order relates with the production ticket. We are looking to use the production ticket as a picklist in our manufacturing facility, but the production ticket is driven from the Production Detail. The Production Detail only shows locations for items ordered through Critical Materials or items that have been manually allocated in Production Detail. We can have up to 60 line items on a Production Detail so manually allocating each item is not an efficient use of time. Additionally, most of our items are purchased through MRP, not Critical Materials. Is there anyway to automate inventory allocations to a production order? When releasing materials for a production order, the system will select a location by default but you can manually change the locations prior to release. In my mind, it makes sense to have a printable version of the material release which can then be provided to the warehouse staff for picking purposes (sin

I need to write off a portion of an invoice however the system only allows me to write off the entire invoice. Is there any workaround to this? Thank you

Hi all,Via the Rest API, is there a standard way to delete just the line items on Journal Transactions or Expense Claims? If you pass in an item in the Details param, it will add to the Details which makes sense. I’d like to avoid completely deleting the old transaction / claim then making a new one. Thanks for your help!

Hi all,Where can I find more info on this snip below. Is there a document with more detail on this? 

How can I define the due dates for 1-30 days, 31-60 days, 61-90 days & over 90 days?I am looking to add due date condition in GI and getting a little confused in dates.Thanks in advance.

Hello - We are a hotel company that both owns and manages our assets. One of the assets that we manage has an ownership that is international. Our internal IT stated that they would be more comfortable giving them access to their Acumatica instance if we had 2FA enabled for them. My questions is, is it possible to enable 2FA just for specific users? Thanks!

Hi,The base currency for the company and branches have been defined as LKR. But the below error occurs when performing transactions.“GL Error: Actual ledger '' must be defined in base currency LKR only”Please refer below snaps. Appreciate urgent support. Thanks,Dulanjana 

I’m attempting to extend the out of the box functionality for Prepayment validation to RM behaviour order types.  It currently only works for SO behaviour order types.  So far I have overridden the CreatePaymentExt.GetRequiredPrepaymentEnabled function and I’ve overridden the PXFormula attribute for the SOOrder.PrepaymentReqPct field.That part is working fine, but I’m now hung up on the the following two functions that are implemented as extension methods on the SOOrder DAC class.  public static void SatisfyPrepaymentRequirements(this SOOrder order, PXGraph graph) { if (order == null || !(order.Behavior == "SO") || !(order.ARDocType != "UND") || order.Completed != false || order.PrepaymentReqSatisfied != false) { return; } graph.LiteUpdate(order, delegate (ValueSetter<SOOrder> _) { _.Set((SOOrder o) => o.PrepaymentReqSatisfied, true); }); PXEntityEventBase<SOOrder>.Container<SOOrder.Events&gt

Where do the Notes in the body section from the OTHER tab appear on the mobile app? I was told these are internal notes for the Service Tech, but the notes don’t seem to appear on the mobile app. These are important as we want to communicate info to the Service Tech that we don’t want the customer to see and we don’t want to appear on the appointment documents or invoice.  

Does the Pending Approval Notification template get sent again when an approval is reassigned or delegated?

We have a client who received a double payment for an invoice in a previous month. Their customer wants to keep that prepayment/double payment on file for future use. A credit memo was created, but there’s nothing to apply it against, so bank rec is out of balance for the month in which the double payment was received. They are thinking of creating a “temporary” invoice to which they can apply the payment so that bank rec remains in balance. Then, when their customer want to use that prepayment to satisfy either new or existing invoices, they would reverse the “temporary” invoice, creating a new credit memo, then apply the new credit memo against the desired invoices. Does that make sense or can anyone suggest an alternative solution?

Scenario 2)  Vacation days must count towards weekly over time.  We have a PTO bank for vacation and must deduct any vacation hours from the bank.  My Earning Type code is setup as “Time Off”. I’m looking for ideas on how I can have vacation hours taken still count towards the weekly OT. Thanks in advance. 

I am importing BOM materials and I am required to convert certain items from LF to EA on import but the QTY Required field keeps giving me the following error “An error occurred during processing of field QTYReq: Specified cast is not valid”. Am I able to perform any math to this field? As soon as I perform any math I get this error. Take this for example: Simply doing 10/5 which should result in 2 on the BOM, but instead I receive the error regarding specified cast ...  Any help much appreciated. 

Hello,I have a client using Acumatica payroll and Construction. The client also has Union payroll. On T&M billed projects, they bill labor dependent on the 3 below items:Labor item (Journeyman, Foreman, General Foreman) Earning Type (RG, OT, DT) Union (SheetMetal, Carpenters, etc)The current Rate Tables in Acumatica only go as far as Inventory item. I know I could create a non-stock item for each rate type and union, but that’s not feasible for this client.I have created a very long IIF statement in the billing rule that works but it’s too long, the system cuts it off after 4000 characters. Is there a way to create a Rate table based off of these 3 items that I’m not seeing?

Hi, All I am trying to put notes on every customer. My login is successful but when I am trying to call put api through another script of python, its says you are not login in. I have attach my login code below. I have attach cookie in put request header but still it shows error. Any idea on this please. Thanks def login_to_acumatica():    # API endpoint    url = "http://my-company/AcumaticaSB/entity/Auth/login"    json_data = ({        "name": "ta",        "password": "Db}",        "tenat": "Store",        "branch": "",        "locale": ""        })    try:        # Send POST request with JSON body        response = requests.post(url,  json=json_data)        import re        # Check if the request was successful        if response.status_code == 204:            print("Login successful.")            print("Response:")            cookie = response.cookies              return cookie        else:            print("Login failed with status code:", response.status_code)    except Exception

After upgrading to 2023 R2, our Subcontract Audit report now adds Debit Adjustments to Paid to Date totals in addition to reducing Billed to Date total. Therefore, outstanding balance calculates incorrectly because it’s duplicating the reductions. Our implementation partner does not know when this will be fixed and is asking us to pay for them to modify the report. I don’t think we should be paying for something that was incorrectly programmed by the developers.Has anyone had the same issue? Were you able to fix it without paying a third party? If you did, would you be willing to share the fix?

I have a custom field that I created in my IN.InventoryItem table that looks like this:Previously I have this as 3 fields when I created it, published, and everything worked as expected.  I went back today to add a 4th field (EF in the first string, EFOY Trailer in the second string) Published the customization, but only get the original 3 options.  I tired to publish with clean up, but still did not get the expected results. Any ideas on what I did wrong, or what step I am missing?