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Hello, I want to close 1099 for 2025 but we started Acumatica in May. how can i add all payments from January through April?thank you

Hey, team - is there a way, short of a customization, to print the sum row in an excel output, similar to how a report prints?  I built a custom GI and wanted to know if the excel output was configurable.  As it currently stands, it only outputs the data, not the total row. Thanks in advance! 

Is there a best practice to setting up cycle counts? No matter what I try, the cycle count is selecting too many items. I tried a couple of different configurations for one of my company’s warehouses. The warehouse in question has about 13,000 items and I want to count every item 3 times per year spread out over the full year. I tried setting up a single cycle with a count frequency of 3 and assigned it to all items in the warehouse. I also set up multiple cycles, all with a frequency of 3 and randomly assigned them to items. Lastly, just for testing I created a cycle with a count frequency of 52. In every case Acumatica returned over 5,000 items to count in the first cycle count. This many items defeats the purpose of a cycle count. I would expect at a frequency of 3, the system would return 3,250 items to count [(13,000 * 3)/12]. What am I doing wrong?

Hello,I have been noticing an issue with the Appointments Billing action. When I run Appointment Billing it does not copy the Appointment Log Notes over to the resulting Invoice report. At times it does copy the notes but then this is not consistent, resulting to manual intervention by having to copy each line’s note to the invoice.Is this a Bug? Anyone else experienced this issue ?Kindly assist in giving insight on this. Best regards,John Kihiu

HI, I am trying to do 2 things in a Generic Inquiry for sold Kitted items - getting the quantity of the components.I am trying to have a calculation of sold components be exportable to excel as a numberic field from a GI. The formula is: =([ARTran.Qty] * [INKitSpecStkDet.DfltCompQty])It comes through as a text field, left justified. We would like the result to be a numberic field, Right justified.We would also like to have this display with only 2 decimals 

Hello all,I have been trying to add a new field - Ship Via, which is similar to the one present under the Shipments (SO302000) screen.As far as what i did is, have added as below:The Code under Custom Attributes section:[PXDBString(20)][PXUIField(DisplayName="Ship Via")][PXSelector(typeof(Carrier.carrierID), DescriptionField = typeof(Carrier.description))]Is this correct?

I created a new screen and I am trying to setup an import scenario to update it. I first created a data provider, import scenario, and uploaded via import by scenario to test it. That works fine. I then made a gi off of that screen and added a business event “Trigger by action” and copied the import scenario into that business event. The import by scenario works like it should. The one on the business event does not. Does anyone know why this would be and how to fix it?

I’m trying to update the Item Class segmented key (Edit Mask) in Acumatica, but I’m getting the following error:“CS Error: Edit Mask cannot be changed. There are Item Class identifier AUTO to which the new edit mask cannot be applied.”Item Classes already exist and use the AUTO identifier.I understand that Acumatica restricts changes once the segmented key is in use, but I wanted to confirm with the community: Is there any supported way to modify the existing Item Class segmented key? Or is creating a new segmented key the only recommended approach? Looking for best practices or real-world experiences before proceeding.Thank you in advance for your guidance

I’m trying to delete an unapplied credit memo, but the system won’t allow it. I’ve already moved it to a Rejected status, but I still can’t release an HB to the invoice that’s linked to this credit memo.If anyone has encountered this before or knows what steps are required to resolve it, I’d really appreciate your guidance.

Has anyone found a workaround that would allow you to default to the prior month for the financial period when you run a P& L statement?  

I have several hundred products where the Alternate Type should be set to Vendor Part Number but it is incorrectly set to Barcode. I’m trying to create an Import Scenario to correct these in bulk but when I attempt to import it is adding a new line instead of altering the line: Here’s a screenshot of my Import Scenario: Any suggestions how to fix this so it doesn’t add a new line?

Hello Team,In the Print/Email Orders screen, I want to add a custom filter checkbox. I have already have a custom checkbox field in the SOOrder table. If the filter checkbox is checked, then only Sales Orders with this custom flag records should load; if unchecked, all records should load.How can I achieve this? 

Hi,Is there any facility to create link with UK CIS tax in Acumatica ? if not what would be the best way to handle this, please. RegardsVenuka.

I am a newbie, so forgive me if the answer to this question is trivial.I created customisation projects before with no issue.Now, I am trying to create a customization project, but the + button is disabled.I am doing this as an admin on a development environment on my notebook.Admin access right on SM204505 is edit.What am I missing?

Has anybody figured out how to show multiple tracking numbers per shipment, so we can have that populated in an email template to notify our customers with all tracking numbers along with the URL linked. Just looking for an example if somebody has cracked this code. Scenario: Shipment document might have few line items which needs to be shipped and the shipper packages into multiple boxes and gets tracking number for all those boxes, the tracking number gets stored against each package. How do we show those tracking numbers in the email template with looping so it has the tracking number and URL to click. Appreciate the response.

Hello, I’m currently trying to add a bill where the post period differs from the bill date. But it seems the system keeps taking the default post period based on date in case when my user profile don’t have a default branch.When a default branch is assigned to the user profile, it appears to work correctly only for bills associated with that same branch.For example, if the bill is in the BRANCH1 branch and the user's default branch is also BRANCH1, the Post Period is correctly populated based on the financial period of that branch.However, when processing bills that belong to other branches such as BRANCH2 or BRANCH3 the Post Period instead defaults based on the document date rather than following the logic of the branch-specific period.The endpoint we've tried:/entity/Default/22.200.001/Bill/entity/Default/24.200.001/BillRequest Method: @PUTRequest Body: { ... "Date": { "value": "2025-02-11T05:00:00.000+0000" }, "BranchID": { "value": "BRANCH1" }, "Post

Hey, team - one of the IT people for one of my customers asked the following question:I have a question about how acumatica sends emails. Does it fully authenticate the email address and send the email legitimately from the Microsoft 365 domain?  I figure someone on the Community can point me to a detailed response fairly quickly.  Any insight, links, etc. would be helpful here.  Thanks!

Hey, team - I’ve made some mods to the Trial Balance Summary report and have added parameters for a range of Accounts and Subaccounts.  The user will generally put in large ranges of accounts (i.e., 1000000 to 1999999) without selecting actual accounts - in other words, account 1000000 may not actually exist. See below - I can have the user simply select actual accounts, but I’m wondering if there is a way to get this to work, even if they select non-existent accounts in the ranges. When one or both of the high and low values do NOT exist, the report does not yield any output.   By contrast, ensuring that both accounts DO exist, the report does yield an output  I’ve played around with the parameters tab of the Schema builder (removing the view name, changing the Data type, etc.) ... Along with playing around with the Filters tab, as well, to no avail. 

I have a customer that needs to import a BAI2 file - actually it will be quite a few files.  Does anyone have any experience in creating an import scenario for the BAI2 file?  It will include multiple bank accounts in one file.  I know that Acumatica does not support BAI2 files using the Import Bank Transaction Process, but at this point it is all that the bank will provide.Any help would be appreciated. Coleen.

For Projects, I want to add a user defined field for project manager on the project to put notes in and checkbox fields. I would like them to be the only one able to edit those fields.  I don’t want them to be able to edit other items on that screen.Is it possible to give a role permission to edit a specific user defined field(s) without giving a role permission to the whole screen? 

I am facing an issue with a customization on the Receive and Put Away screen related to automatically triggering the Set Qty action, and I would appreciate your guidance.ScreenReceive and Put Away (PO302020)Issue DescriptionI have implemented custom logic to automatically trigger the Set Qty action after scanning an item.In Receive mode, the functionality works as expected.After scanning the item, the Set Qty state is triggered automatically, and the system prompts the user to enter the quantity.In Put Away mode, the same logic does not work. Expected BehaviorIn Put Away mode, after scanning the item and location as per flow, the system should automatically trigger the Set Qty action and prompt the user to enter the quantity. Customization Code Referenceusing System;using System.Collections;using PX.Data;using PX.BarcodeProcessing;using PX.Objects.IN;using PX.Objects.PO.WMS; namespace PX.Objects.PO.WMS{    public class ReceivePutAwayExt_ASetQtyExt         : PXGraphExtension<ReceiveP

Hello all,The native Trial Balance Summary report (GL632000.rpx) does not have the options to show all the GL account. The option ‘Suppress Zero Balances’ does address the requirement. Has anyone developed a generic inquiry or report that has options that meets the requirements below?Include ALL Accounts (Including Zero-Balance)This is considered the best practice for completeness, auditing, and data consistency.Audit & Review: It confirms that an account should be zero and hasn't been omitted by mistake. Seeing a "zero" is different from not seeing the account at all. Data Consistency: When exporting trial balances to Excel or other software for consolidation or period-over-period comparison, having a consistent list of all accounts (a standard "chart of accounts" template) is critical. It ensures that rows align correctly for formulas and analysis. Completeness Check: It provides a full view of the entire chart of accounts, which is useful for end-of-period reviews.  

Hello Experts, I am getting stuck in one of the issue how to show all the warehouse qty  for an item in inventory planning display when MRP is run, is there any setup missing i have enabled inventory planning check box for the warehouse location which are there in item, but then after iam unable to get the all warehouse location qty when mrp is run.

Hi, is it possible to automate the copying of notes from revenue budget line of a project to Invoice when running project billing? Do you think this can be done via business events? Saw the post belowWant this note to appear on InvoicesNotes to appear here

Hello, How can I change the account under details under Bills and Adjustments?