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In Customer Profile under Balance would like to add a new field for Open Invoices. This field would display the sum of the Current Balance for all Invoices with an Open Status associated with the particular customer. Need help creating the customization.The issue we are having is that Prepayments are included in the Balance the Customer owes. If a Customer has open Invoices totaling $1000 but they have a Prepayment of $200 for future work their balance displays $800 and this balance is what our employees see and what shows on the Customer Statement. Customers end up paying less than what they owe.

Hi  all,In our Acumatica environment, numeric values are displayed with trailing zeros in many transactions. For example: 10.12000 10.00000 10.45785 Expected display: 10.12000 → 10.12 10.00000 → 10 10.45785 → 10.45785 (should remain the same) Our requirement is to remove unnecessary trailing zeros across the system (Purchase Orders, Sales Orders, AR/AP transactions, Generic Inquiries, and reports) without modifying each screen individually.We have already checked: Decimal Precision settings in companies master screen Is there a way to configure this globally in Acumatica, or would this require customization?

Hello Acumatica team,How can the missing text in the Shipping tab be added in the Modern UI using a screen extension?

Hi all,I’m building a report to track beg inv and end inv. so far so good. Now, I’m looping in sales and margin data. I see that INItemCostHist and INItemSalesHist both have FinPtdSales and FinPtdCOGS. any difference between these two fields? the INItemCostHist matches our sales reports, but want to make sure.thanksJoseph

Hello everyone,Customer-based discount codes work for the customer, and a discount percentage rate remains in place even if the order volume changes: The problem is manual discounts -> if you change the percentage, it is linked to the amount and not to the discount rate -> if you add or remove items with manual discounts in Sales Orders, the discount rate also changes, even though it should remain the same: The discount rate should be fixed and not flexible and dependent on the amount.The customer works a lot with manual and flexible discounts, but wants to prevent the discount percentage rate from changing when the order is adjusted. We have not found a solution here for how to set spontaneous discounts. Do you have a solution?Example:SO and the product costs are 12,00 per unit. I add an manual Discount of 10%: I change the Unit Price from 12,00 to 20,00. Now the Discount % changes automatically and thats what i dont want (same effect applies when items are added or removed and

Has anyone tried scanning business cards in Acumatica using HubSpot integration?

We’re experiencing ongoing issues when logging emails from Outlook to Acumatica using the Outlook Plug-In for the Modern UI. I wanted to share details to see whether others are encountering similar behavior and if there are known fixes, best practices, or upcoming improvements.Record Visibility Issues When attempting to link an email to an existing Case, Opportunity, or Project, the case often does not appear in the selection list after choosing a Contact or Business Account. Opportunities do not consistently appear when searching or filtering, making it difficult to associate emails with the correct record. Often you must search the Opportunity Name or # to find it. In some scenarios, opportunities only appear after clearing filters or using very specific search behavior, which feels inconsistent. When linking an email to a Contact only, the activity appears solely under the Contact’s Activities. In prior versions, this activity was also visible under the related Business Accoun

Does anyone have a solution on how we can copy user-defined fields values across these screens when we create a shipment from a sales order and an invoice from the shipment?

Could someone please help in providing a solution of moving the UDF from PO into AP Invoice?I am new to developing in acumatica. I have created the user defined fields in POLine and APTran.While reviewing the source of APInvoiceEntry, I looked at overriding the method CopyCustomizationFieldsToAPTran.Code I added is below.public void CopyCustomizationFieldsToAPTran(APTran apTranToFill, IAPTranSource poSourceLine, Boolean areCurrenciesSame, CopyCustomizationFieldsToAPTranDelegate baseMethod)    {        baseMethod(apTranToFill,poSourceLine,areCurrenciesSame);      var portID = poSourceLine.GetExtension<POLineExt>()?.UsrPortID;      var tranline = apTranToFill?.GetExtension<APTranExt>()?.UsrPortID;                     if (tranline != null && portID != null ) tranline.UsrPortID = portID;    }I am getting validation errors when I try to publish.error CS1929: 'IAPTranSource' does not contain a definition for 'GetExtension' and the best extension method overload 'PXCacheEx

I have some user-defined fields in the SOOrder form, when I convert that SO to the Shipment I want that fields to move to the Shipment form. How can I achieve this via customization.

I investigated, and this message is written in IN/Descriptor. It’s called AccumulatorAttribute only in this attribute. I don’t understand where this attribute is applied that uses this exception code. I suppose it is in ARTranUpdate DAC and also in several other DACs. If that’s the case, can I override this attribute? Is there a way in Acumatica to change a DAC attribute?[PXHidden][Accumulator(BqlTable = typeof(AR.ARTran))]public class ARTranUpdate : PXBqlTable, IBqlTable{}I tried using an Interceptor, but it doesn’t override the existing DAC; it only adds a new DAC.Base.Caches[typeof(ARTranUpdate)].Interceptor = new BZAccumulatorAttribute();

Hello everyone, Is there any way to use an assign Map to vendor bills object ?I am trying to set restricted user visibility base on who is the bill’s owner.The system set the creator as owner but I need to use more specific rules to assign owner to the bill (for exemple : the manager of the project in the transaction ‘s bill, the PO owner, etc.). There is an approval map but it doesn’t populate le owner field. Thank for your help !C.

When adding a new custom feature switch i get an error when changing another feature due to the null value in the new feature switch field. How can i prevent this?[PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)] doesn’t help here!  

Hi everyone, I want to asked, if we want to import trial balance (TB) in Acumatica, specially for Account Accumulated Depreciation, shall we add sign minus (-) in the amount? or we just put positive? please help me to answer this by your experience, thank you.

Hello. I’m using the Acumatica API to update one field inside the Sales Order entity.This field is ‘Terms’, a relationship field in which users can select a Credit Terms record, to set it as parent.I was using my Default web service endpoint, version 23.200.001. I made a Query to a Sales Order to see if the ‘Terms’ field was returned, but it wasn’t returned.So, I created a new Web Service Endpoint, extending the Default one. Then I went to the Sales Order entity and added a new entry for the Terms field, like in this picture:  Currently we have these Terms records available:Now when I use my custom endpoint ‘SalesOrderTerms’, and execute a GET to query one Sales Order, the Terms are returned. All fine until here.But, when I try to execute a PUT call to update the Terms field, the field is not updated. This is my call:Method: PUTURL: https://<host-name>/entity/SalesOrderTerms/23.200.001/SalesOrder?$filter=OrderNbr%20eq%20'013381'Payload:{    "Terms": {        "value": "NET20"    

Hi there,I’m wanting to create journals that hit Inventory ID.For background, we only have non-stock items, and don’t have any stock items as our business doesn’t deal with inventory.However, when I click into Inventory ID to select a stock item, the pop up only shows Stock items, which of course we don’t use/don’t have any. How do I get it to show our Non Stock so I can select that?In contrast, the journals seem to be able to do this, below is a journal with a source document originating from the Receivables module, where the non stock item has been chosen on the invoice document.  Invoice:Thank you. 

Hi everyone,Our business operates with four different branches. Our website allows single-cart checkout, meaning a customer can place an order containing items from multiple branches but only complete one payment at checkout.That payment comes through as a single prepayment, which is posted to our Unearned Revenue account.On the backend, our system then creates the appropriate sales orders for each branch (one sales order per branch). The single prepayment is applied across all of those individual sales orders.Our question is:Is there a way to associate multiple AR accounts with a single prepayment based on the branch of the sales orders tied to that prepayment?Ideally, we would like the portion of the payment applied to each sales order to post to the AR account associated with that branch, rather than everything flowing through a single AR account.Has anyone implemented something like this or found a workaround?Thanks in advance!P.S. we process thousands of sales orders so anything m

Simple example:000-000  Default, “Balance Sheet” entries000-001  Operations      “Indirect” (“Overhead”, “G&A”)000-002  Finance000-003  Marketing/Sales000-004  Health & Safety100-000  Hospitality   “Direct” (COGS, Revenue)200-000  Retail300-000  Education400-000  Health/HospitalsWhat is the best way(s) to limit the use of the 000-000 Subaccount to only in conjunction with Balance Sheet Accounts?...the 000-00# Subaccounts on a) on non-job (e.g. “X”) transactions and b) to be paired w/only indirect, overhead Accounts? ...the #00-000 Subaccounts a) on PROJECTS only and b) to be paired w/only direct, COGS, Revenue Accounts? 

Hi everyone, I am trying to use a parameter in a column set to get the percent of a column but is giving me an error.    I was wondering if anyone has encountered this since we are using the parameter in another column set.  Thank you in advance for your time. 

We purchased goods, released the PO receipt, and created and paid the AP bill. Two months later, the vendor offered a discount on those items.We’d like to enter this credit in Acumatica so that it updates the inventory cost for the specific stock items that were purchased, rather than booking it to a GL expense account. Since Acumatica does not allow selecting a stock item in a debit adjustment transaction, what is the best way to enter this with the correct posting?

Hello all,Can you help me in building up the logic in coloring the rows of a GI where if the Date is due in the next 2 days it should turn the row as orange.I have applied the logic as below:Date<=Today()+2, ‘orange’ where upon running the GI it throws the error for system cannot convert +2 system.int. How to resolve this?

Hello everyone, I’m trying to find a way to have the notes on a Stock or Non Stock item automatically print on a Purchase Order.  I know I can add notes on the individual line, but I don’t want to have to manually copy the notes per line item for every time I make a PO. Use Case: For our ISO 9000 certification, I need the stock item note to call out a spec reference sheet every time I make a PO for that item.

We use Converted UoMs (Sales, Purchase, and Base Units) so that each party in the transaction can work in their preferred unit of measure — which is a core ERP capability.Acumatica is configured to support this, and the conversion logic works correctly in most areas. However, we’re running into an issue during billing.After further investigation, it appears that the converted UoM must be defined as an integer value (no decimals). If that’s the case, it significantly limits the usefulness of the converted UoM functionality, especially for customers who require fractional quantities.This seems inconsistent with how UoMs are handled elsewhere in the system, and it undermines the purpose of having flexible unit conversions in the first place.Has anyone found a workaround for this? Or is there a configuration setting we may be overlooking?

Hello! Is there any way to have the Record Notes / Pop-Up Notes show up when we enter a material line directly into the Production Order Details? Currently we have a bunch of items that are Kanban and we do not want anyone to use the Mark for PO functionality to set purchase demand without checking stock first. Initially I put pop-up notes on the specific Kanban Stock Items and found that it didn’t pop-up when entered into the Prod. Ord. Details screen. Thought I’d try and see if it would copy as an internal note instead and came to the same result. Any help would be greatly appreciated! Thank you!!