Solved

Hello,I’m trying to create Payment Amount in a Positive Pay CSV file padded on the left to include 11 total characters like this example: I’ve tried several formulas:=PadLeft(CStr([APPayment.OrigDocAmt]),10,'0')=PadLeft(CStr([APPayment.OrigDocAmt]),10.2,'0')=PadLeft(CStr(Round([APPayment.OrigDocAmt],2)),10,'0')=PadLeft(CStr([APPayment.OrigDocAmt]),12,'0')The above formulas produce results that are padded at the left but include 2 extra digits on the right.I thought Acumatica might be using Price/Cost Decimal Places field in Miscellaneous Settings section of Companies screen to set Decimal Places to 4…. however when I temporarily changed this setting from 4 to 2, it made no difference in my Positive Pay GI.  Thank you in advance for your help!Laura

Hello good afternoon communityI am importing customers and vendors through the import scenario, there are approximately 16,000 customers and about 4,000 vendors, many of them are customer/vendor at the same time.When I do this I get an error saying that I cannot have the same customer and vendor ID during the import. These customers/vendors have the same ID. since they are the same.Is there a configuration that allows it? Is there a way to import them by import scenario? because there are about 950 customers/vendors that exist with this condition. I hope you can help me since it is impossible to create them one by one manually.I am driving Acumatica version 2023R2I look forward to your help and thank you in advance.Vanessa.

I’ve come across an issue and want to confirm if I’m missing something in the configuration, or if I’ve found a bug in how Matrix Item creation handles segmented key separators for the new Inventory IDs.As far as I can see, this should be possible but I’m seeing strange behaviour when creating the Matrix Items. The end goal is a 2 segment Inventory ID, that correctly creates Matrix Items with valid Inventory IDs.(The reason I need 2 segments is because the first segment will be Auto-Numbered. I’ve been able to replicate the issue both with and without auto-numbering, so for simplicity I’ll detail below without auto-numbering applied) Expected BehaviourManually created, standalone Stock Items, Non-Stock Items and Template Items, should be created with the first segment populated, and the second segment left blank. Matrix Items should be generated from the Template Item, with the Template ID as the first segment, and the Attribute Value as the second segment. ExampleSegmented KeyInventor

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

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

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.

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!  

I was just wondering why the "Reason Settings" option is hidden in the Approval Maps in MYOB Acumatica?I was hoping to enable 'Reason for rejection', as my company's CEO requested that a reason be required when rejecting approvals. However, I can’t seem to find any option in the Approval Maps to make the Reason for Rejection mandatory — unlike in standard Acumatica.Would you happen to know how we can utilise the Reason field in the Approvals tab across any screen? At the moment, it’s always blank.Figure 1. From Standard Acumatica Approval MapsFigure 2. From MYOB Acumatica - Reason Settings missing Figure 3. Reason field in the Approvals tab  

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, 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. 

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.

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!!

Hello everyoneHow can invoices be made by joining more than one sales order but consolidating the amounts in a single line?Example:Sales order A item 001 for 4 units.Sales order B item 001 for 5 unitsAn invoice with a single item 001 for 9 units is desired.How can this operation be performed?

We have a situation where customers come into the facility multiple times/day or week to get product.  We are just using an Invoice type sales order (no shipments) to record the shipment by entering warehouse/location in the sales order.  Upon prepare Invoice it creates invoice and processes inventory issue, etc.  This works fine one by one.  However, we would like to be able to create consolidated invoices for the day/week using Process Orders screen.  I know that we can choose Prepare Invoice in that screen and it will create one invoice for all the orders for that customer that met the criteria entered on top.  We need it to apply additional grouping.  For example, in one day or week, 12 sales orders/invoices, 5 have PO/Cust Order Number 1234 and 7 PO/Cust Order Number 5678.  If I just ran wide open it would create one invoice with all 12.  I need it to create 2 invoices, one for each PO/Cust Order Number.  Actually, these are all for Projects and I'd need that to be the first group

Hi,I’m publishing an eSign customization package in a sandbox (version ). The process validates successfully, then gives the following error on publication. Everything publishes OK without that package selected. What does it mean?[2025-04-22 23:34:06.571] npm run build failed with output:> screen@0.1.0 build> cross-env node --max_old_space_size=6144 --optimize_for_size --stack_size=6144 --trace-warnings ./node_modules/webpack/bin/webpack -- --env production --env tenant=[REDACTED] screenIds=SM202510Publishing customization FAILED

hi!Does anybody has the same issue in SO where the approval map for a status Credit hold is not applying correctly?In the next screen, I’m using the status field validating the value “Credit Hold” but it doesn’t work: And in the next screen, I’m using the Credit Hold Field to validate the approval but it doesn’t work neither: Any thoughts?? Are someone having the same issue? Thanks!

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

Hello! I’ve tried all sorts of combinations to achieve this.Summary: under certain conditions, run Business Event / Import Scenario to update Opportunity from Open to Close as Won and set the Reason code to a specific value.I am able to get the status updated to Won. Also, when looking at the CRM tab, it appears that the Reason has been set. However, it is blank in the GI results and in the DAC.The Reason is available when updating to Close as Won manually.I’ve tried both of these options: RESULTS:  

Hi Community,For some reason, having the Customizer role is not enough to get you into editing a Customization Project (which does not seem intuitive). While it gives access to the Customization Project screen, it does not allow a User to actually go in and edit the Customization Project. I don’t want to give the User the Admin role, but does anyone know what is needed to edit the Customization Projects themselves.  I tried giving Delete access doing under Hidden>Customization Xml, but it opens the project in a new tab, with an error. Don’t think it should be this hard, but not sure what I am missing. Cheers,RJ

Hello, I am new to Acumatica and I am facing this same issue when integrating with service using the web service endpoints, for the Inventory Adjustment.So, a service that should call this api end point only has the inventory id and how much qty with a reason code, and no other data.So when looking at how Acumatica does the process of inventory Adjustments, I was confused with the ReceiptNbr.When testing the service on my local instance using Postman:this request works but I don’t know how can I find this value when sending the put request.How will my api call determine which ReceiptNbr to use for a specific InventoryID, cause if I don’t put this I get an error:error I am getting when not putting the receiptNbr in my put end-point  So, I would love if someone already faced this issue and can tell me what solution they implemented.Or is there something I am missing so I don’t have to put ReceiptNbr in the request, and how Acumatica can figure it out?

Hello, i am trying to adjust in a part, which is not set as serial tracking..when I adjust in as inventory count reason, it asked me for receipt nbr.. can someone shed some sort of light please?Thank you Zoey