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Good day, has anyone perhaps ons successfully integrated with Deep Local Payroll (Payspace)  Th y are one of Acumatica’s API partners however I am struggling to post my ledgers from Payspace to Acumatica, the error I keep on getting is Your Acumatica login has expired. Please login and try againThis error pops up even directly signing in. I did setup a API user for payspace and I did send them the Client ID and Secret which they used to establish the connection, but I think I might be missing something. 

 I needed to restrict the SalesPersonID selection in ARTran so that users can only choose salespersons assigned to their organization, based on a custom field (UsrInternalCompanyID) added to the SalesPerson DAC. To achieve this, I attempted to override the selector using a CacheAttached event with a custom PXSelector that joins the Branch table and filters records according to the current user’s branch/organization. While this approach successfully limited the list of salespersons shown in the UI, it resulted in an issue where the selected value was cleared upon saving the document.Salesperson DAC extention public class SalesPersonAccessRestExtP : PXCacheExtension<PX.Objects.AR.SalesPerson> { #region UsrInternalCompanyID [PXDBInt] [PXUIField(DisplayName = "Company ID")] [PXSelector(typeof(OrganizationBAccount.organizationID), typeof(OrganizationBAccount.acctCD), typeof(OrganizationBAccount.acctName), Sub

Hi, I’m working on a customization project to incorporate a side panel for our Bills and Adjustments screen, but would like to map the navigation parameters to the Detail Transactions grid so it can reference Subcontract Nbr and Project Nbr. When working on the customization I’m only seeing the limited fields tied to the source APInvoice for selection.Because our invoices are not setup for Single-Project use, I do not have an available Project field to map to. Is there anyway that I can establish this link for Side Panel display and ease of navigation for our teams?

Hi Everyone,In the GL620500 Report, I have added the variable in the DetailSection1 and would like to display Total Amount and Total Count in the Header but it is not working. Can you please review and provide your inputs.  

I am currently working on setting up the Shopify integration with Acumatica (2025 R1 Commerce / Shopify Connector).I am facing an issue with the Shopify configuration steps mentioned in the documentation. The documentation refers to steps that no longer match the current Shopify UI (e.g., private apps vs custom apps).Specifically:I am unable to find the exact Shopify settings referenced in the documentation The steps for creating API credentials seem outdated There is no clear step-by-step guide for Shopify Dev (Custom App) setup aligned with Acumatica 2025 R1Could someone please provide:Updated step-by-step instructions for Shopify (Custom App / Admin API setup) Required API scopes for Acumatica integration Any updated documentation or internal guide for 2025 R1 Commerce (Shopify connector)Any screenshots or clarification would be greatly appreciated.

We have sales orders that come thru with retail (stock) items but also non-stock items such as donations to other organizations. We also take sales orders up to 6 months in advance before we can fulfill them (we deal with live plants and seeds). When donations come in I would like to invoice the sales orders for those lines. Is there a way to do that? 

We are displaying the approver on our sales order report.  We bring this information in as follows: I have a situation where the same approver is in two approval maps rules (one inside of a workgroup and one as an individual).  So when he approves a document, it comes through twice. This is now causing the detail lines on the sales order print out to duplicate.  I would like to group by the key field here, which is RefNoteID, but I get errors when doing this because it is not a normal numerical ID.Any suggestions?  There might also be cases where there are two approvers who are not the same person, so grouping on Approver ID is probably not ideal, but maybe a work around for now because I only need to display one approver on the report.  Still wondering if there is a better way though?

I have a program that PUTs Production Orders via REST API. It worked until our recent upgrade from 24R2 to 25R2. I was using endpoint version 23.200.001 but it happens with 25.100.001 also.I PUT to ~entity/MANUFACTURING/25.100.001/ProductionOrderDetail?$expand=Operations&$select=Operations/OperationDescription:{ "OrderType": { "value": "RG" }, "ProductionNbr": { "value": "TESTORD" }, "Operations": [ { "ControlPoint": { "value": true }, "OperationNbr": { "value": "010" }, "WorkCenter": { "value": "SAW" }, "rowNumber": { "value": 1 }, "OperationDescription": { "value": "Cut 12\"" } } ]}And it responds 200:{ "id": "ca50efb0-01c4-f011-843a-06b1b982e321", "rowNumber": 1, "Operations": [ { "id": "0846d663-06c4-f011-843a-06b1b982e321",

Hi all, i have import scenario. I Have some action which use data from address tab. When i debug this, i saw that Site_Address.Current is null. But my project have this data. Project.Current is not null. Have you any ideas?

Hello there,We can add side panels to Entry screens now, and that’s awesome!  However, I can’t figure out a way to add a side panel, that would be filtered according to the selection on the SO Line.  I have created a couple GIs, added them onto a Dashboard that uses InventoryCD as a parameter.  Now, I would like to be able to add this Dashboard as a side panel to Sales Orders screen, and filter data based on what line item is selected on the sales order.Any ideas?  Thank you!

Can someone elaborate on this step in the Avalara Implementation help guide: 13. Configure AvaTax for nexus states and map companies. Make sure the ID/Code are identical in both systems. What is meant by ID/Code?? I’m assuming it means the Companies, but Avalara is asking for Locations, so not sure where to enter the ID/Codes. As it stands these do no match because I’m not sure where the word “Primary’ is coming from.Acumatica ID’s:  Avalara Locatons: Thanks for any help.

Hello all,I have been trying to create child Prod Orders, but unfortunately, when I click on Generate Orders for Subassemblies option under Prod Order Maintenance → More Menu, it runs & then says “The Operation has been complted”, but it doesnt generate any child orders. Also, I have defined default BOMs for my subassembly parts & also have defined Production Default Source as Manufacturing.How can I resolve this?

I have a custom field in the header of a screen.  I cannot find a way to add the hyperlink button to the field.This was addressed for a grid field here:I’ve added the [PXDBWeblink] to the DAC field, but that does not make the link button show.I think I might have to modify the TS file, but I cannot adapt the code from the above topic.export class CROpportunityHeader_Combined_generated {    UsrURL: PXFieldState; Any help would be super appreciated.  

We recently extended our default endpoint into a new endpoint for our Financial app partner Cube to use. Since some of the financial queries were so large, I ended up building a new GI to summarize transactions down to totals by period, by subaccount, by account for them to use.  The GI is working as expected, and I added a parameter to try and make it more ingestible by API. However, whenever our Cube dev tries to access the screen via API they get a 200 but null response, even though the screen when queried the same gets data. The webservice endpoint of this GI says to use a PUT method, though both PUT and GET have been attempted. Could someone please advise? Info:Webservice endpoint flag: Fields has the filter available: GI has OData permission, xml attached as well:GI loads as expected:GI XML (attached to ticket) API call attempted (getting 200, null)https://greatergood.acumatica.com/entity/Cube/24.200.001/CubeSubaccountGroup?$expand=CubeSubaccountGroupDetailsPUT{    "Parameters":

I would like to get a clarification regarding inventory transaction data in Acumatica. We are currently trying to identify whether there is a single table or a recommended data source that can be used to retrieve all types of inventory transactions, such as inventory issues, receipts, transfers, and adjustments, in a unified manner.From our understanding, tables like INTran, INRegister, and INTranSplit are involved in storing inventory-related data. However, we would like to confirm the following:Is INTran the correct and complete source to capture all inventory movements (issues, receipts, transfers, adjustments)? Are there any additional tables or views that should be considered to ensure no transactions are missed? Is there a recommended approach (or standard Generic Inquiry structure) to retrieve all inventory transactions accurately for reporting purposes? Are there any specific conditions, flags, or transaction types we should consider when filtering this data?Additionally, we ha

Is there a way in the MFG BOM to have the Component flagged to only pull from Lot number?In other ERP systems ( like GP) , there is a single lot feature. Goal is have MRP understand that our component can only be consumed from one lot.  

Hi,I have a requirement to transfer the balance of the cash account in one company to a cash account in another company. For that, when Im trying to create the Inter Branch mapping the system does not show me the offset account in the search. What could be the reason ?Thanks!

When importing historic balances into the GL, one was imported into an Asset account with an incorrect branch.The asset account was subsequently used for a cash account and, after recalculating the balance, it was discovered that the offending transaction did not appear in the reconciliation.I am now unable to reclassify or journal the transaction out and replace it with one in the correct branch because the branch does not match the branch associated with the Cash Account.  We have already imported transactions into the Cash account so I can’t delete it and start again either.  It would appear that I am stuck between a rock and a hard place.Does anyone have any bright ideas on how to resolve or work around this? Thanks in advance…   John

We have a payment made in 2026 (application date 2026 also) but it was posted in 2025. We accidentally adjusted it to match a 2025 invoice that was reclassified and now we can't adjust it to the correct 2025 invoice in Acumatica to ensure the reporting is correct.

Hi everybody !  By any chance, does anyone have the AR631000.rpx in the Generics Inquiry?We’d like to add the AR value to our dashboards with the age date set to a specific date. Thank you in advance,

In Short: The issue I am having is upgrading in Trial Mode. I am wondering if my account just does not have access to the “Download Package” function (because I don’t have an account). Which would be an easy answer, but not good news for my pre-implementation testing scenario.Longer version for anyone interested in offering reply. I have been reviewing Acumatica software...in Trial Mode (pre-implementation). I have installed locally from Open University provided software. I have gone through setup, import data, set up some minor customizations (new columns that move data from SO to SO.Invoice...and created those same columns in AR.Invoice for customized reporting...I set up and tested the custom reporting...systems works great! But I wanted to test going through upgrades. I Snapshot’d the tenant, created new instance (sandbox), customizations tested fine, I turned off the customizations in the tenant, went to maintenance mode, downloaded the package in Apply Updates, and attempted to i

We use serial tracked products that sometimes get consumed into other internal orders but sometimes get sold as is to the customer. We are having a hard time finding a way to get a list of serial tracked items that have neither been consumed into other orders nor sold to the customer. Any guidance of how to best pull together this information into a GI that employees can check against? I’m thinking probably some combination of ARTran and AMMTran info

We have created a GI and we are calculating values in the Results Grid to come up with a Percentage Complete.  Formula is (ActualAmount / RevisedAmount)*100.   This should give us a Percentage Result.However,  The Calculation results are inconsistent.For Example, the Actual Amount is 2400 and the Revised Amount is 4800.  The Percentage Result is coming back at 100.  It should be 50%.Another Example, The Actual Amount is 52716 and the Revised Amount is 138000.  The percentage Result is coming back as 76%  it should be 38%.But then in another line example the calculation is correct.  The Actual amount is 7992 and the Revised Amount is 14800 and the resulting percentage is 54% and this is correct.We can not figure out why this calculation is incorrect and inconsistent.here is the actual line in the results grid.=CInt(IIF([BudgetRevenue.CuryRevisedAmount]=0,0  , ([BudgetRevenue.CuryActualAmount])/[BudgetRevenue.CuryRevisedAmount]*100))

Hi all,I’ve created a Generic Inquiry (GI) to capture the customer’s first invoice date, and I’m using that as the customer start date.What I’m trying to achieve is something like an annual reminder/email based on that date.For example:If the first invoice date is 1st August 2024, then every year on 1st August (like 2025, 2026, etc.), the system should pick that up and trigger an email.So basically, I don’t care about the year — I just want to match the day and month with today’s system date.If today is 1st August, the GI should return only those customers whose first invoice date is also 1st August (any year). Then I can use that to send emails like “you’ve been with us for X years”, etc.The GI I created is already working fine to get the first invoice date, but I’m stuck on how to build the logic to:extract the day and month, and compare it with the current system dateI wasn’t able to get that condition working properly in the GI.Has anyone done something similar or have any idea how

I'm working on creating a report that contains all of the contact information for the other trades we typically coordinate with onsite. Information would be found in the Construction module under Projects and the Contacts tab. I'm having trouble getting the coding to pull the correct information. Right now, it's pulling in a random contact that isn't associated with the project I am using for testing. I'm sure there is a table or relation that I am missing, but every time I make a change it gives me a new error. The other thing is each project could have several contacts associated with it that I would need to break out per role on the report. I would think that I could add some type of if/then statement for each role to pull to a different designated location on the report, but want to make sure this is even feasible before I invest too much time into trial and error.Element Properties for Contacts:Current Relationships: Current String: =[ProjectContact.ContactId_Contact_displayName]