Solved

Hi,I have a client who needs to report GST in Canada on the Sales and Purchases side. However, they have multiple AP or AR line items under one invoice that could include GST and Non-GST items. I am having issues how to reflect both GST and Non-GST amounts on the Tax Details or Tax Summary reports under % Taxes in Acumatica. Here is an example of the Reporting Group I have setup on the Purchases (AP) side.  I have also created two separate tax zones for GST and GST Exempt here are print screen of those:   What am I doing wrong? Any help would be great.Thanks,Frances    

When my users are trying to upload Unit Cost from the file upload the data is not being uploaded.Unit Price works fine and I have noticed on the Columns mapping screen that Unit Price appears twice under Property name (Unit Price) which works and (UnitPrice) which does not. For Unit Cost I only have (UnitCost) listed and not (Unit Cost). I cannot find which Import Scenario fixes this. I have tried amending “Import Opportunites from Excel” scenario to add Unit Cost but it still does not appear in the mapping screen.

Hello everyone, I have a FieldUpdated handler for SOOrder.ShipVia which works fine, but upon saving, Acumatica throws the error ‘Another process has updated the ‘SOAddress’ record. if (e.Row.ShipVia == "W" && oldValue != "W"){ INSite site = INSite.PK.Find(Base, order.DefaultSiteID); if (site != null) { Address siteAddr = Address.PK.Find(Base, site.AddressID); if (siteAddr != null) { SOShippingAddress address = Base.Shipping_Address.Current = Base.Shipping_Address.Select(); if (address != null) { address.OverrideAddress = true; Base.Shipping_Address.Update(address); address = Base.Shipping_Address.Current; address.AddressLine1 = siteAddr.AddressLine1; address.AddressLine2 = siteAddr.AddressLine2; address.City = siteAddr.City; address.CountryID = siteAddr.CountryID; address.State = siteAddr.State;

I would like to grouped sales by parent/child in generic inquiry to use in a dashboard table. Can someone help with this?

Hello Everyone, I am trying to add watermark in paid invoices, Text box is working fine but i want watermark. I tried everything not getting the results. Please Help!

I have Header Filters for grid. I need to add Project Task field – Allow selection of more than one Project Task.How I can do this?

I have a simple GI that displays custom, Commission Paystub records for the logged in user. I created shared filters for “This Week”, “Last Week”, etc. to filter those by date range.I exposed the GI to mobile.It works as expected, on web and on mobile.However, I created a dashboard with a KPI widget that uses the “This Week” shared filter from the above-mentioned GI to sum and display the total commission for the current week.I exposed this dashboard to mobile and it also works as expected until the user taps on the KPI to open the supporting GI. The data for the “This Week” filter displays as expected but when the user switches to a different tab the GI data does not refresh. For example, if the “This Week” filter displayed 10 records, then the “This Month” filter will display the same 10 records, but no more. Any other filter that has a date range that encompasses the records initially displayed on KPI, will display those records and only those records. Any other filter will be blank

We have a few prepayments stuck in “Pending Processing.” They can’t be voided or validated.I’ve already tried disabling the “Enable Integrated CC Processing” box and then attempting to void, but no luck.We’re on Acumatica 24R1, so official support won’t assist. Furthermore, the transactions originated in Authorize.net, and the Acumatica team says they no longer support auth.net. Has anyone found a way to void or clear these transactions?Hopefully once we upgrade in a couple of months, Acumatica support will be more flexible — but I need to get these cleaned up in the meantime.Thanks in advance! Error when trying to validate:  

after NPM Build Command on Extension Screen Changes are not reflected on UI

I went through the process of creating the customization project and then added AP.APAdjust.  I clicked on Selector Columns and then added APAdjust__vendorID and APPayment__extRefNbr.I saved the changes and published the customization but when viewing the selector within the detail grid of AP503000 I did not see the columns that I added.Just in case, I also replaced the attributes of the APAdjust VendorID column from[Vendor(Visibility = PXUIVisibility.Visible, Visible = false)][PXDBDefault(typeof(APPayment.vendorID))]to[Vendor(Visibility = PXUIVisibility.Visible, Visible = true)][PXDBDefault(typeof(APPayment.vendorID))]but that didn’t have the desired effect.What did I miss?

I’m trying to make this report portrait, however, this report always seems to produce landscape. It seems like there may be extra stuff to the right. What can I do to change the layout of the report?

Hi All. I have a report that I exported in Excel, but the pageHeaders/groupHeaders sections are cut off. They should be extended far right up to the last column. How it looks in:  Excel exported (not OK) - How to extend to the right?: Report designer (OK): System generated report (OK): 

For security reasons, I need to export a specifically formatted .csv file to a bank via sftp. I have a GI that populates when the payments are generated with a specific payment method (but before release). I then have automation schedules that process the export scenario to populate the file, then a separate one on the File Synchronization screen to synch the file(s).This process works and the bank gets the file. BUT, the synch is set on a schedule and submits empty files when no payables are run and I can’t seem to get the business event to trigger export when the file is updated with new/incremental data.Any ideas?

Hello -Has anyone had experience changing an origination value for a Fixed Asset after it has been in service for months? We have an asset that was entered with the wrong origination value and need to be changed, but has also already been depreciating. What would be the best way to go about changing this? Thanks

Hi, I created a new tax zone for specific location. All seems to be ok except orders are showing error message -Tax not up to date and tax is not calculating. Rate is not transfering to order section under TAXES, even though each tax is properly configured with proper %. It happens to exempt and taxable customers. items are set up as taxable. Any ideas? 

This might be a long shot, but I am trying to create an Import Scenario to mass update stock items with Quality Control Plans. Which is part of the QMS Module.  I keep getting an error message because the system says it needs a Test or else it can’t save. When manually adding a Plan to a stock item, once the plan is selected, all tests are added as well, automatically.  It seems, either that automation does not exist when using an import scenario, or the system is trying to validate before that test loads and throws up the error.  So I added more steps to manually add the Test right after adding the Plan. But I get an even bigger error: Error: 'Item Class' cannot be empty. Error: 'Tax Category' cannot be empty. Error: 'Base Unit' cannot be empty. Error: 'Sales Unit' cannot be empty. Error: 'Purchase Unit' cannot be empty. Error: 'Posting Class' cannot be empty. Error: 'Lot/Serial Class' cannot be empty. Chat GPT says that this error means the system is trying to add a New Stock Item at

We noticed that in Acumatica, the Customer field on a Project can still be changed even after the project is active and has existing transactions or invoices.From an accounting and audit standpoint, this appears risky because the existing AR invoices remain linked to the original customer, while new invoices would go to the updated customer — which can lead to inconsistent reporting and billing.I just wanted to confirm — is there a specific business scenario or setup where this behavior is intentional, or am I missing something in the configuration that should prevent changing the customer once transactions exist?If it is intentional, could you please clarify Acumatica’s recommended best practice for handling situations where a project’s customer needs to be changed after billing has started (for example, whether the preferred approach is to close the old project and create a new one under the new customer)?

I am working on a customization and need assistance with automatically fetching custom field values from BOM Material AM208000 (AMBomMatl) records to Production Material (AMProdMatl) records when creating production material lines from a BOM in the Production Details AM209000 (ProdDetail) screen.Goal: Value from Materials tab in AM208000 to Materials tab in AM209000 the customfields are made without code. I tried adding a new graph extension for ProdDetail:but thats not working.

Has anyone encounter this issue before? We are using EasyPost as the connector and the shipment is going international. I cant seem to find the fix spot. 

Does anyone know how to get past the below? I had a customization, removed it and tried another feature I wanted to add but am getting the error below. I am unsure where to navigate to find the problem to correct it. Thanks   

Is there any way to call the PrintInvoice action on an SO Invoice and specify the printer to get a paper copy?  I’ve made an entry in our custom endpoint to call the PrintInvoice action on an invoice, but when I submit the PUT, I’m getting an error “Invalid URI structure”.I’m supplying this JSON in the body of the call:{ "entity": { "DocType":{"value":"Invoice"}, "ReferenceNbr":{"value":"AR006006"} }, "parameters":null}Any ideas on how to accomplish this?

 Hi CommunityI have a requirement in the Payments and Applications screen where I have added a custom Load Records From File upload button to upload an Excel file and map the invoices from the file to the Documents To Apply grid, without saving the document.The issue is that only existing invoices in Acumatica are displayed, while unmatched (not found) records from the Excel file do not appear in the grid. During debugging, these unmatched records throw an error:“Error: 'Reference Nbr.' cannot be found in the system.”I have attempted to override the RefNbr field to insert the unmatched records and display an appropriate error message in the grid, but no luck.I want to display those unmatched records in the grid so users can review, edit, or correct them manually before saving and releasing the payment.Any suggestions on how to handle or skip the RefNbr validation and show all Excel records in the grid Thanks, 

Hi Team,ChatGPT said:I was working on an import scenario to create stock items and encountered the following error during processing:“Account 400100 is a control account for PO, and posting to it is prohibited. Please select a non-control account.”To resolve this, I updated the Chart of Accounts by adding the PO module for account 400100 and enabling Manual Entry.After making these changes, the import processed further but displayed the following warning:“Account 400100 is a control account for PO. Although posting to this account is allowed, we recommend that you select a non-control account.”I’ve attached a screenshot for reference.Could you please help me resolve this issue or suggest any configuration changes needed?

Hi,I’m building a report in Acumatica Report Designer where I want to show headings like “Smoking Tobacco” and “Moist Snuff” only once, followed by all the detail lines for that category.Right now, the group header (e.g., Smoking Tobacco) is repeating for every single record. I only want the heading to appear once, then all detail rows for that group, and then the next heading (e.g., Moist Snuff) with its details.I tried using an expression like: =IIf([InventoryItem.ItemClassID] = 'PIPETOB' OR [InventoryItem.ItemClassID] = 'HOOKAHTOB' OR [InventoryItem.ItemClassID] = 'RYO' OR [InventoryItem.ItemClassID] = 'WRAPAPRTUB')…but this still causes the header to repeat for each record instead of grouping properly.How can I set up grouping in Acumatica Report Designer so that the header prints only once per group, with all the records underneath it?I am trying to populate for example smoking tobacco transaction uder its heading and other data under another one. Report is based on the Report for

I’m trying to create a report that displays a shipment’s Return Label and I believe this is the field, however, using it produces inconsistent results. Sometimes, it produces the return label, and other times produces the shipping label. Is there a way to ensure only the return label is displayed?