Solved

Hi All,Has anyone successfully created an automatic email with paystub report attached that is sent thru a business event when the regular paycheck is released?I am referring to PR641000 that you generate directly on the individual paychecks.

Hello all,How can I get a sample for Statistical ledger in Acumatica or how can I create it in Acumatica & analyse the data into this ledger.

Is there a way to make invoice adjustments (what we currently use credit/debit memos for) within the invoice itself? This way we won’t have separate doc numbers for every change we make, and all history for the invoice would be within the original record itself.We wanted to see if there are any such similar requests within the community, and if yes, is this something that is potentially in Acumatica’s pipeline.  

Hello, does anyone know how we can reprint EFT remittances?

Hello, I created a new form in Acumatica and I’m trying to publish it for use. I saw a guide on using the Site Map to publish it but then there are further steps that I’m not sure of. Does anyone have a 5th grade level explanation on publishing a brand new form? I saved the .RPX file so I can upload it as well.Brent

Hello! I am working on my cash flow statement to combine all branches to show ending balance through specified periods. I am not able to determine why not all of my branches are pulling into the rows - below are the setting I have currently… some lines are matching I assume to not having activity in other branches or post periods...any thoughts or ideas are welcome! 

Hi Acumatica Community,We have a request from our UK users regarding mandatory EU legislation: two statements need to be added to the Commercial Invoice for two different customers. As far as I understand, these statements are not tied to the customer record nor to the customer location.What would be the most elegant way to handle this in Acumatica? Would it be feasible to implement this by creating attributes, or is there a better approach?Any guidance or best practices would be greatly appreciated.Thank you!

Hello Acumatica teamI am displaying a note/label message at the top of a screen in the Classic UI, where the message appears with a specific text color. However, in the Modern UI, I am unable to apply the same color formatting to the label message.Could you please advise where this can be handled in the Modern UI, or share the recommended approach/logic to implement colored text for the label message?Any guidance would be helpful.Thank you.

Good day,Questions:Has anyone had an issue with Customer Statement Automation?  Meaning the statement should have been emailed but didn’t.  All the likely areas were reviewed.  Check boxes, AR Statement reference set up.  Customer profile reviewed.   We even had a statement go out but the emailed box was not checked.Does On-Demand update the email box on the Customer Statement History?Last one (promise): When you put two conditions on the Automation, it is an AND condition or OR Condition?  (OK. One more). Statement Date vs Business Date. If payments are made after the Statement Date, does the automaton need to be set to Statement Date or the business date of the prepared statement automation.  For example, if the customer made payments after the statement that show a balance on the statement date, but the balance was Zero at the time the statement is prepared.We ran an automation and accounting say we missed close to 400 statements that should have been emailed based on the set up of

Hello Acumatica CommunityI am working on a GI for AP Aging that gets exported to Excel. The PO Number is a requirement for this GI, but there is a something causing duplicate records. Example: This is by quick filter for the Reference Number of one billIdeally, this would only be one line in this GI. Here are the GI detailsThe duplicates are only occurring with AP documents with more than 1 line items. Please advise on how I can remove the duplicate records.Thanks!

I’m trying to convert a popup dialog box that worked in Classic UI to Modern UI.I’m so close, but I’m missing something. When the dialog pops up the ok button is constantly disabling. I think it has something to do with the way I’m making the view, but I can’t quite figure it out. Additional details in the view section below.I feel like I must be close, but can’t seem to make it happen. Calling on the experts!The Class for the dialog:    [Serializable]    [PXHidden]    public class TCAPCreateSalesOrderFilter : PXBqlTable, IBqlTable    {        public static bool IsActive()        {            return true;         }        #region OrderType        public abstract class orderType : PX.Data.BQL.BqlString.Field<orderType> { }        [PXDBString(2, IsFixed = true, InputMask = ">aa")]        [PXDefault(typeof(Search2<SOOrderType.orderType,            InnerJoin<SOSetup, On<SOOrderType.orderType, Equal<SOSetup.defaultOrderType>>>,            Where<SOOrderType.a

Hello! I currently have a GI that shows all sales within a certain time period. However I am noticing that credits are showing as a positive number. I saw a few ways that you can turn them into negative but my report is built off of ARTran fields. Is there a formula I can use for this? Here are my current fields in the “Results Grid” tab 

Hi,Quick question about Corporate Credit Card receipts created from Bank Feeds.When we import transactions using Retrieve Bank Feed Transactions (CA507500) with Create Expense Receipts enabled, the receipts are created and automatically matched to the bank transaction.Because of that, fields like Qty, Unit Cost, Tip and Taxes become non-editable for the user unless we Unmatch → Edit → Match again.Is this the expected behavior, or is there a way to prevent the automatic match during import so users can adjust taxes/amount/tips first?Curious how others handle this.Thanks! Example:A corporate card transaction is imported for $61.40. Part of the amount is taxable and part is not. To match the receipt correctly, the expense amount needs to increase while the taxes decrease, but the final claim amount must remain $61.40. Since the receipt is already matched, these fields cannot be adjusted unless the transaction is first unmatched.  

Hello, How do you clear the purchase accrual account when you have a receipt and a return for a vendor, but the amounts don’t match exactly?  Example: You have a PO receipt for $500 of goods and PO return $450 – I am guessing that it may have something to do with the average cost changing between when the goods were received and when they were returned. The opposite of the above could happen as well – PO receipt for $450 and a PO return for $500.

Hello,How do you get the cash discount date correct when you have 2% 10th prox net terms with an invoice cut off date of the 25th of each month.  Example: Customer is invoiced on 2/20/26 – cash discount date is 3/10/26 due date 3/31/26 – cash discount date is usually right on this one Customer is invoiced on 2/27/26 – cash discount date is 4/10/26 due date 4/30/26 – cash discount date is usually wrong on this one

Is there a setting to allow Mark for PO when entering Sales Order Quotes?  The functionality is available for Sales Order types with automation behavior Sales Order but not with automation behavior Quote.

I am creating a Transfer Order in the Sales Order screen from an Action button on the Appointment screen.After the Transfer Order is created, I need to override the Shipping Address (SOShippingAddress) with the address values from the Service Order Address.However, the Shipping Address is not getting overridden, and the values are not updated in the Sales Order. Only overrdie check box is checked other fields not updating.Below is the code I am currently using:oGraph.Shipping_Address.Current = soGraph.Shipping_Address.Select();soGraph.Shipping_Address.Current.IsDefaultAddress = true;soGraph.Shipping_Address.Current.OverrideAddress = true;soGraph.Shipping_Address.Current.AddressLine1 = Base.ServiceOrder_Address.Current.AddressLine1;soGraph.Shipping_Address.Current.AddressLine2 = Base.ServiceOrder_Address.Current.AddressLine2;soGraph.Shipping_Address.Current.City = Base.ServiceOrder_Address.Current.City;soGraph.Shipping_Address.Current.State = Base.ServiceOrder_Address.Current.State;soGr

Hello, i don’t know if this is a complicated problem or if i’m just thinking in the wrong direction. I have a Dialog which pops out per button click. Inside this SmartPanel i have 2 Selectors which aren’t working. I tried using Standard ones which are working in other Screens, but i get the same error. I have a Filter DAC CommSupplier, inside this DAC is a Checkbox and the 2 Selectors. This is how i open the Dialog:  public PXFilter<CommSupplierFilter> CommSupplierFilter; public PXAction<FSServiceOrder> commSupplier; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Lieferanten beauftragen", MapEnableRights = PXCacheRights.Select)] protected IEnumerable CommSupplier(PXAdapter adapter) { if (Base.CurrentServiceOrder.Current == null) return adapter.Get(); if(Base.ServiceOrderRecords.Current == null) return adapter.Get(); if (CommSupplierFilter.Current == null) { CommSupplierFi

Hello, has anyone had any joy in creating a customer price list that will show the base price along with any customer specific price and customer price class they belong to.Many thanks 

With Projects, we are forced to use GL Accounts that are associated with an Account Group.  That’s decent validation.With Non-Projects (e.g. “X”), what is the best way to not allow COGS Accounts to be used on those transactions?Ideally, there would be a way to not allow non-COGS (and Rev) Accounts to be used in Account Groups OR at least require the GL Account being used is in an Account Group that is budgeted on THAT Project/Project Task/Cost Code.

Hi everyone,What is the best practice for sending mass emails from Acumatica while staying compliant with email regulations?For example, if we want to notify several hundred customers about a new product launch or upcoming price changes, what approach do you typically use? As far as I can see, Acumatica’s built-in mass email functionality does not support an unsubscribe link. How do you usually handle this? Do you manage opt-in / opt-out preferences inside Acumatica, add a custom unsubscribe mechanism, or send those communications through an external email platform (Mailchimp, HubSpot, etc.) integrated with Acumatica?Would appreciate hearing how others are handling this.

Hi.I would like ask why my report is not working anymore in the new update, especially the groupheadersection1 (header for district) and groupheadersection1 (header for area). Here are some of the formula i used and the parameters and filters i’ve setup.Thank you. 

Hi all! We have a generic inquiry showing the sum of all cases per customer.The GI shows zero if the customer has no cases and shows the sum of all their cases if the customer does have any. All if working well here.What we want is to have date parameters, where if the customer during the selected date range have cases, then show the sum of those cases during that period. If not, then show zero. So, regardless of the date range, all customers should always be listed in the GI, only the number of cases should change.The problem right now is that if I select a date range, the GI only lists customers if they have cases created during that period. Customers with zero case created during that period will not show. We want the GI to always list all customers and show zero if there are no cases during the selected period instead of not showing the customer at all. Any thoughts on this? Thanks!

I am working on a processing screen. The grid of this screen works off of a projection DAC that joins a bunch of inventory tables (INLocationStatusByCostCenter, InventoryItem, INSite, INLocation, INItemSite, and INLotSerialStatusByCostCenter). I am trying to surface the QtyAvail field. I have the respective fields in the DAC:#region LocationQtyAvail[PXDBQuantity(BqlField = typeof(INLocationStatusByCostCenter.qtyAvail))][PXUIField(Enabled = false)]public decimal? LocationQtyAvail { get; set; }public abstract class locationQtyAvail : BqlDecimal.Field<locationQtyAvail> { }#endregion#region LotSerialQtyAvail[PXDBQuantity(BqlField = typeof(INLotSerialStatusByCostCenter.qtyAvail))][PXUIField(Enabled = false)]public decimal? LotSerialQtyAvail { get; set; }public abstract class lotSerialQtyAvail : BqlDecimal.Field<lotSerialQtyAvail> { }#endregionMy goal is to have one general QtyAvail field that has logic that determines which actual QtyAvail to use. If the lot serial QtyAvail is n

Regards,I would like to know if there is a possibility to formulate the visible expr to show a Contains condition.I'm looking for a way to only present me with the information when the ARInvoice.DocDesc Contains 'End-Period Plus contract' since it is the way in which I can filter the inroversion and it shows it correctly Because if I condition it by Equals it doesn't show me the information I'm looking for