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Hi,We frequently have customer invoices that are overpaid, and we handle the overpayment through a credit write-off, recognizing it as income.However, when we process the credit write-off for the overpaid amounts, the journal entry does not include the associated tax.Typically, the journal entry only debits Accounts Receivable (AR) and credits the income account. How should we handle this situation if we need the tax to be properly accounted for as part of the credit write-off?

Deposited payments are showing in Undeposited Payments reported. Can some one help me how to resolve this? 

    I have below script that I can be able to add at my screen. But Same script I am not able to add in Existing screen as customization.I want to add this script on page load of Custom screen. I have try with Acumatica customization editor but when I have added this script inside asp control ...while generate script it has gone….please help<script type="text/javascript">    window.onload = function () {    setTimeout(function () {        const el = document.querySelector(            "#ctl00_phG_tab_t18_EWQCCstPXTab35_t3_QCAttributesDetailsGrid_at_tlb_ul li:first-child"        );        if (el) {            el.addEventListener("click", function (e) {                e.preventDefault(); // optional                console.log("First li clicked");                var ds = px_alls['ds'];                ds.executeCallback('EWQCRefreshAnnotations');            });        }    }, 500);     }; </script>

Hi CommunityCould someone please help me with the correct code for displaying a custom field in the Modern UI?I am trying to convert the custom field UsrItemRevision to Modern UI and display it on the BOM (AM208000) and Stock Item (IN202500) screens.I have already tried adding the field using TypeScript and HTML, but it does not work on these screens. Similar code works correctly on other screens, so I believe I may be missing something specific to AM208000 and IN202500.BOM Screen (AM208000)import { PXFieldState } from "client-controls";import { AM208000, AMBomItem } from "src/screens/AM/AM208000/AM208000";export interface AM208000_InventoryRevision25R2_generated extends AM208000 {}export class AM208000_InventoryRevision25R2_generated {}export interface AMBomItem_InventoryRevision25R2_generated extends AMBomItem {}export class AMBomItem_InventoryRevision25R2_generated { UsrItemRevision: PXFieldState;}HTML<template> <field name="Documents.UsrItemRevision"></field&gt

I’d like to make a side panel inside the Project Screen (or any screen honestly) that would open a URL to a Google Drive Folder.  I would setup a UDF that contains the URL of the Google Drive folder.  I’d like the side panel to retrieve the URL and open it in the side panel.  This would allow our engineering team to keep their files up-to-date without having to upload the most recent files unto Acumatica.  Instead, it would simply show the Drive folder with the project related files.Anybody have a methodology that might work? 

Hi All,We are encountering an error in the newly upgraded hosted site (version 25 R1).Could you please advise if there is a way to resolve this issue, or let us know what might be causing it?Error : “The type name 'HttpClient' could not be found in the namespace 'System.Net.Http'. This type has been forwarded to assembly 'System.Net.Http, Version=4.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' Consider adding a reference to that assembly.”Im using nuget package in a customization.earlier version was leser to this.Your support would be greatly appreciated.Regards,Lalith  

Hi, how do I add the Customer PO in Customer Details (AR402000)?I want to add Customer PO below:This is a custom field. SOOrder.UsrCustOrdExtraTo populate here: I’ve tried going into Customization Editor → Graph:Documents, but the Customer PO isn’t there: 

Hello - I have created a new Email Template for when there are any changes to an order that the employee just choose TEMPLATE in the SEND box and it has different wording.  The template works except for the fact that none of the fields I’ve coded into the Email are pulling?  Am i missing some link…  

Hello Everyone,In Classic UI I have a form with a field where the user inputs a barcode and the backend adds a new line in a grid with the proper record.The focus returns to the input field after adding the line for the user to capture the next line.However I haven’t found a way to get this done with the modern UI.It used to be a very simple JS code in the aspx:<script>function FormView_Load(): void {    px_callback.addHandler(setFocusOnCB);}let setFocus: boolean = false;function setFocusOnCB(context?: any, error?: any): void {    if (setFocus === true) {        setFocus = false;        const cb = px_alls["edCBField"];        cb.focus();    }}</script> Has anyone figure this out ?

Hi, we have a custom form that prints customer payment receipt and I want to pick up the branch details (Branch Name, address, ABN, phone) from the invoice. This is because they have invoices from different branches and pay it to the main branch. In this example, invoice branch is HCCVIC and the payment branch is in their main branch HDDDDForm is printed here and there are 2 invoices in same branch. I want to pick up the branch details from invoices. Currently it picks up from company detailsCurrent setup 

I use the Default/Shipment endpoint to save shipment information to Acumatica via REST API. If the order cannot be shipped in full (or other common errors), I get a failure to save the shipment record and the only message returned by Acumatica will say “Order SO X cannot be shipped in full. Check Trace for more details.”How can I check trace for more details? I have tried: Request Profiler I can see the returned Exception here if I turn on logging, but the exception is too late to tell me where the problem is.  System Monitor Logging in as the API user and looking at the Trace page there Guzzle request to /Scripts/Trace/index.html This just returns the HTML for a deferred script unless I want to get into browser emulation just to get a usable error message Shipments can be 80+ lines, so trying to replicate the problem by hand in Acumatica is not working well. 

Hi there!I have a customization which I need help in refining. So in the service order screen I added logic where I select the service order type and it populates the details line with the inventory ID specified in my UDF in the service order type screen, but mine does not save correctly, it keeps popping up and disappearing.For example I have added in the default service item in the service order type screen.//FSSrvOrdTypeExt.usrDefaultServiceItemIDusing PX.Objects.IN;[PXDBString(50)] [PXSelector(typeof(Search<InventoryItem.inventoryID>), DescriptionField = typeof(InventoryItem.descr))][PXUIField(DisplayName="Default Service Item ID")]This populates but does not save correctly and the description doesn’t populate too, what is required is the line to auto populate as soon as the service order type is selected.namespace PX.Objects.FS{ public class ServiceOrderEntry_Extension : PXGraphExtension<PX.Objects.FS.ServiceOrderEntry> { protected void FSSODet_Ro

Hi, I would like to add an additional tab to service order screen (FS300100) called Equipment. This would be a copy of all the fields in the Details tab where we can add records only of equipment assigned to this customer. How can I achieve this, do I need to create a separate DAC or can I use the Details tab and add filtering?Thank you!

I am facing an issue while adding a new custom tab in the Modern UI on the Customers screen, and I would appreciate your guidance.Screen Customers (AR303000) Issue DescriptionI have created a customization to add a new EDI Integration tab on the Customers screen using Modern UI (TypeScript + HTML).The customization builds successfully, and there are no runtime errors; however, the custom tab is not displayed on the Customers screen. TypeScript Codeimport {    PXFieldState,    createSingle,    viewInfo} from "client-controls";import {    AR303000,    Customer} from "../AR303000"; export interface AR303000_EDIIntegration extends AR303000 { }export class AR303000_EDIIntegration extends AR303000 {    @viewInfo({ containerName: "EDI Integration" })    Customer = createSingle(Customer_EDI);}export class Customer_EDI extends Customer {    UsrEDI810: PXFieldState;    UsrEDI850: PXFieldState;    UsrEDI855: PXFieldState;    UsrEDI856: PXFieldState;    UsrEDIBuyerCode: PXFieldState;} HTML Code&lt

I have a very strange problem with Modern UI. Here are the steps I take to get it: I create a sales order, set a kit, explode it, then without saving it, I create a new line with any item. When I try to set a QTY, it throws an object referencing error and role back qty to 0 on the tab and resets the QTY back to zero. This problem is related to Modern UI because Classic UI doesn't have this problem.protected virtual void SOLine_OrderQty_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e, PXFieldUpdated baseMethod){    baseMethod?.Invoke(sender, e);    SOOrderEntry soGraph = (SOOrderEntry)sender.Graph;    SOLine row = (SOLine)e.Row;    if (row == null)        return;    BZSOLineExt rowExt = PXCache<SOLine>.GetExtension<BZSOLineExt>(row);    if (rowExt == null)        return;    switch (rowExt.UsrBZExplodeState)    {        case null:            return;        case BZExplodeState.Never:            return;    }    if (soGraph.IsContractBasedAPI || row.InventoryID == null ||

Hi,I’m trying to add a custom tab to the Customers screen, but it’s not displaying on the screen. I’ve attempted the implementation using the following code, but the tab is not appearing. Could anyone help me to troubleshoot this issue.AR303000_extensionGeneral.html<template>    <qp-tabbar modify id="tabs">        <qp-tab add id="tab13" caption="Additional Info">                <qp-grid id="CustBankPerCustomerView_PXGrid0288" view.bind="CustBankPerCustomerView"></qp-grid>            </qp-tab></qp-tabbar></template>AR303000_extensionGeneral.tsimport { PXView, PXFieldState, PXFieldOptions, linkCommand, gridConfig, graphInfo, columnConfig, GridColumnShowHideMode, GridColumnType, PXActionState, TextAlign, GridPreset, GridFilterBarVisibility, GridFastFilterVisibility } from "client-controls";import { Customer } from "../AR303000";export interface AR303000_extensionGeneral extends Customer { }@gridConfig({    syncPosition: true,    showFastFilt

Hello all,We are documenting our business processes (in Visio swimlane flowcharts) prior to implementing Acumatica modules. The manufacturing module looks like it will work well as is. As a time saver: does anyone have flowcharts already developed that document manufacturing workflow (with standard Acumatica configuration)?Thank you in advance,Gerry

Long-time Sage 100/Aatrix user attempting to file my first Acumatica-based 941.  Acumatica downloads the data, but on Verifying Data I receive the following error: The EIN in the AUF does not match the specified EIN for the user.  I have verified with Aatrix our EIN is correct (logged in and verified on the Aatrix website and verified with an Aatrix tech).Acumatica is passing either the wrong EIN or possibly a masked EIN (e.g., dash after the second digit as is common) or possibly a blank.  I have searched high and low and found no instances of errors or blanks in Acumatica setup.Anyone encountered this error and have a fix?

Is anyone having issues with Import Scenarios in 2025 R1? I have checked all my entries and continue to receive error messages. I checked with AI and here is what I received: Key insight: You are doing everything correctly: mapping, source fields, commit, key. The error is internal to Acumatica’s Stock Item Summary import path, not your file. This is a known issue for many versions (including 2024 R2 / 2025 R1).

In the Chart of Accounts Screen. How can we add a fifth ‘Type’ as ‘Equity’ ?  

Does Acumatica still support filing 1099s through Aatrix? If so, how is the process done?

Hi all,My organization has been using Acumatica for quite some time, however, don’t believe we’ve used the report designer. I’ve downloaded the instance, but before I install, wanted to check if this will increase our consumption fee or is it considered part of the package?ThanksJoseph

At the recent Acumatica Summit 2026 I heard something along the lines that OData data pulls do not consume transactions or do not count against the api calls...something like this so correct my terminology if I am wrong.With this in mind, our developer team is creating a custom mobile app to do more advanced scanning than the WMS system can handle. As we have been doing this, I am setting up endpoints and testing through Postman that every call the app might make it covered. Some of these calls are just GET requests to a GI that I have set up on the endpoint (some of the GIs have parameters as well). Is it best practice to instead of putting the GIs on an endpoint, to just ‘expose to OData’ and do an OData call? This would presumably cut down on our api calls if my above thoughts are correct. Or are the differences negligible? We are trying to ‘standardize’ how this app accesses Acumatica so currently just putting everything onto one endpoint with different entities. Should we change a

Hey folks,Got a question:Let’s say a customer is selling a stock item in 2-3 different contexts:     a. Over-the-counter item sold at the store (has it’s own account for COGS and Sales).     b. Same item sold in the context of a service call to a customer  (has it’s own account for COGS and Sales).         c.  Item provided as a warranty item or according to a contract (has it’s own account for COGS and Sales).As far as revenue and cogs go, how does the system know where to allocate those two transactions for the same part in inventory in different scenarios?  Can you have just a single inventory item that can be used in different contexts without having to manually change the GL entries each time?

Hello All! I am looking to create a clickable link to a form that we have. Everything I find, I have to edit the ASPX file (We are hosted) so I don’t think I have access to that. Is there another way to add a clickable link to a form? It is a link to our website terms and conditions. Thank You!