Solved

I recently upgraded my work PC and downloaded Report Designer first thing after receiving it- we are utilizing SaaS, not a local instance. Every since getting the new laptop, I cannot open reports from Server in Report Designer, despite using the exact credentials that I used before. I am truly at a loss and cannot figure out what is wrong. Any help would be appreciated! I am getting the following error: “Authentication failed. The user with the given login and password was not found in the system.” For URL, I still use https://xxx.acumatica.comFor Username I use login@Tenant NamePassword is simply the password.  I have even attempted to create a new user, with Report Designer as the only User Role granted, and it still gives me the same error.  

I just upgraded from 23R2 to 24R2.. In 23R2, the employer contribtuion did not calculate correctly but I was able to do an ajdustment for that after the paycheck was released (which wasn’t a big deal).. However, now that I have upgraded, I have 3 employees who all have the following in common:participate in the SIMPLE IRA (3% employer match) Have medical, dental, and vision insurance withheld from their paychecks Have IRA amounts that do not match and are also not the correct (3%) amountsOur Medical, Dental, and Vision insurance are a SECTION125 Cafeteria plan. How do i get the IRA deductions and benefits to calculate correctly?Do i have to change some settings on the codes? Any help would be greatly appreciated! Below are the screenshots of the settings i have.. 

Hi, Good morning.  I was wondering if the deductions and benefits being set in the Union local can be link to the employee payroll record in the Deductions and Benefits tab.  Thank you for your help. 

I have an import scenario for projects and it is erroring on “Country” cannot be empty. I have tried several settings on the Address fields, including the following setting and it will not allow the import. It is requiring the project address country to be filled in. I have also tried using the CountryId=US On the task setup, if there is one task for each project what is the best way to add that task to every project created?

I love that there is now an option to adjust for PTO adjustments that is separate from Paychecks and Adjustments screen. However, I just entered a bunch of carryover adjustments, and it does not update to the user profile screen under the Dashboard. Is this a glitch? Something that will need to be updated by Acumatica to reflect real time PTO balances? It appears that they reference numbers that I see are related to PTO adjustment are not being reflected in the User Profile screen. Any ideas? 

Is there a way to title box 14 to read FAMLI when showing on the W2? It’s showing as box 14 other right now.

Has anyone enabled staff to purchase additional leave through payroll?

We have an employee that was on leave for a few months and is now back and I need to create a new time card for this week.  When I go into Time and Expenses, and Employee Time Cards and pick this employee, it only allows me to create the next time card after the employee went on leave.  Surely I do not have to create each time card individually until I get to this week?  

The PTO bank accrues the hours correctly; however, I am trying to configure the system to also accrue the amounts and create the corresponding entry in Journal Transactions.  Does anybody have a suggestion on how to do this?  

Acumatica will only allow us to add 10 payment methods per customer. This is an issue as some customers have more than 10. All of them are not active, but even if a payment method is inactive, it cannot be deleted if it was used on an invoice.

hi!we have a prospect who’s current POS system is lightspeed POS and they are looking to make the switch to acumatica.  I was wondering if anyone else has any clients who use lightspeed pos and was able to successfully integrate with acumatica. I would love to hear your experience and what challenges you faced.  

Hello, We have recently started using Shopify for both ecommerce and point of sale. We have several products that we want to ONLY sell at the POS and not online. It is my understanding that the Export to External check box is what syncs the products over to Shopify, and then the Visibility is what has it show up on the sales channels within Shopify. Our Store Default is Visible and Set as Available (Track Qty).   When the product syncs over with this format, it becomes available on all sales channels. We have manually (using bulk edit within Shopify) removed products from certain channels, like the website. However, we have noticed that when a product resyncs, since the visibility is set to Visible, it turns the product back on for all channels. Is there something within Acumatica we can set to prevent this from happening or assign it to the channels we want to be active?  Thanks in advance!

We are trying to  Extended DAC Fields in the Customers screen GL accounts tab classic to Modern UI .DAC has 1 extended fields need to display it in the modern UI Customers screen GL accounts tab.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Customers screen GL accounts tab. DAC Typescript import { AR303000, Customer2 } from "src/screens/AR/AR303000/AR303000";import { PXFieldState, PXFieldOptions } from "client-controls";export interface GLAccount_customfields extends Customer2 {    UsrPSOCogsSubID?: PXFieldState<PXFieldOptions.CommitChanges>;}export class GlAccount_customfields {    UsrPSOCogsSubID?: PXFieldState<PXFieldOptions.CommitChanges>;} HTML <template>    <field after="#columnFirstGlAccounts [name='COGSAcctID']"           name="UsrPSOCogsSubID"></field></template> When Switched to Modern UI getting below error see in screenshot 

We are trying to  Extended DAC Fields in the Ship via Code screen Details tab section classic to Modern UI .DAC has 2 extended fields need to display it in the modern UI Ship via Code.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Ship via Code  screen Details tab section. here am sharing the DAC And Modern UI TS and html filesDACTypescript import { PXFieldState, PXFieldOptions, PXView } from "client-controls";import { Carrier2 } from "../CS207500";export interface Details_customfields extends Carrier2 { }export class Details_customfields {    UsrNAWFreightAccrualAcctID: PXFieldState<PXFieldOptions.CommitChanges>;    UsrNAWFreightAccrualSubID: PXFieldState;}HTML <template modify="#tabDetails">           <field name="UsrNAWFreightAccrualAcctID"></field>        <field name="UsrNAWFreightAccrualSubID"></field>   </template> 

I have an attribute that we created a while back and until recently users were fine with having to go to the Attributes tab on the contacts screen to see the attribute and its value. I now have a request that seems simple enough, which is to make it so the attribute shows up at the top of the Contact screen right under Status. The attribute in question is a combo box attribute with some values that the user can select from. I open the customization project for the screen in question (302000) and go to the Add Data Fields and I can see the Attribute field in question under that All section. is isn’t visible in the Visible or Custom views.  Not if that is significant or not.  When I highlight the field and click the Create Controls button I get an error that says “No fields are selected” which is preventing me from adding it to the Form Column. Not sure if I am trying to do something that isn’t supported but it seems like a simple enough type of customization. I don’t even need to be abl

Hello! We are required to import Sales Orders from the Shopify site, but we are not required to create Payments on Acumatica through Shopify and create payments manually at the end of the month comparing the statement. Will it be possible to import only the Sales Orders and will there be any impact on not importing the payments? Thank you in advance!Amanda

Hello Experts,      I described this problem in another post, but due to time constraints, I didn’t explain it clearly enough at the time.The goal was to quickly find a workaround at that time. Now that we have a workaround, I hope more experts can help identify the root cause. Below is a detailed description:Background:We recently upgraded from 2021r2 + Windows Server 2016 + SQL Server 2016 to 2024r2 + Windows Server 2022 + SQL Server 2022. The 2023r1 version appeared as an intermediate version during the upgrade process. Our site has 3 tenants, all using the exact same PO3020PL. Two tenants can normally display PO3020PL and load PO-Receipts for editing on the generic inquiry page(SM651700). One tenant encounters the following issues: Directly accessing .../ScreenId=PO3020PL results in a timeout prompt. When editing PO-Receipts on the generic inquiry edit page, once a selector is used to select a PO-Receipt, the page appears to freeze. For the problematic tenant, all other PL-s

Hello,       We have been Acumatica PCS users for 8 years. Our business runs almost 24/7 (7×24 hours). To ensure stability and reliability, we chose to stay on the 2021 R2 version.However, Acumatica now requires us to upgrade from the end-of-life version. Otherwise, we will be charged a Retired Version Premium.    We are currently deployed on Windows Server 2016 + SQL Server 2016. Unfortunately, 2024 R2 does not support two third-party applications.We must upgrade to Windows Server 2019/2022 + SQL Server 2019/2022.Can someone advise the best strategy for this full upgrade? Here’s our proposed plan:Provision a new server with Windows Server 2019 + SQL Server 2019. Back up the database from the old server and restore it to the new server’s database. Use the ERP Upgrade Wizard to perform a phased upgrade: 2021 R2 → 2023 R1 → 2024 R2. Then thoroughly test all functionalities and customizations. This process may take at least one week. If testing is successful, repeat Steps 2–3 (e.g., using

Hi All,I wanted to import stock items along with images in a file.Can I use hyperlink for images existing in other database to import it into acumatica?or is there a better way to import images into stock items? 

We are using our own freight trucks to pick up inventory from manufacturers. We want to include the freight cost in the cost of those items that were purchased from the manufacturer but picked up by our trucks. We do not need an AP bill for this transaction since its not third party. Is there a way to use the landed cost process without creating an AP bill?Just FYI, we come up the with the freight cost by using a home grown freight cost estimator tool. Takes the overhead cost, repairs, maintenance, fuel price and mileage to come up with the freight cost. We would like to use the landed cost screen to enter that information and distribute the freight cost to the items on the PO without ACU forcing an AP bill. Is anyone needing this functionality?  

Hello, We currently upgrade to 2024 R2.  However, when I open the PO3020PL, it says timeout.I think it might be something wrong in the Generic Inquiry behind PO3020PL.But What’s strange, even when I try to open inquiry “PO-Receipt” in SM208000, it also time out.Can somebody help me?

Hi everyone,I’m working with the Acumatica Report Designer and have created a custom PO Receipt report. However, the report only displays static text – none of the data-bound fields show any values.I’ve already checked the collections, data sources, and parameters – everything seems to be set up correctly. I even imported a working report from another customer’s instance as a reference, but the issue persists: fields that are linked to Haufe or database values are still not displayed.What’s strange is that all other reports (e.g. quotes, sales orders, purchase orders, etc.) work perfectly fine – only this specific PO Receipt report has the issue.The problem even affects subreports like the footer, and standard fields such as the company address (from BAccount) – none of them show up either.Has anyone experienced something similar?Any ideas on what could be causing this, or what else I could check?Thanks in advance for your help! 

Hi! In service orders, on the details tab, I can’t figure out why the billable column is grayed out? I’m also admin user. The background to this is I’m not able to invoice appointments because the error tells me nothing is marked billable. I’ve also made sure on the service order type generated billing documents is set to SO Invoices.!--endfragment>!--startfragment>  

I am having issues setting the PrimaryContact on a BusinessAccount entity.We are building a customer application form where potentical customers can apply for an account. This data is going to flow into the Business Account entity as a “prospect. The application will contain their business information as well as a list of owners/authorized buyers.  These owners will be added as associated contacts to the business account entity.   I have all of that working via the RestAPI without much issue. The trouble I am having is setting the first owner (in the list of owners) as the PrimaryContact.  I can’t get anything to work. Here are my order of operations: Create the BusinessAccount  Iterate over the incoming contacts and create each new contact and associate them to the BusinessAccount ID Call and PUT against the newly created BusinessAccount and pass in the PrimaryContactID of the first Contact in the list from step 2. (this isn’t working) I am doing a PUT to {{MY-BASE-URL}}/entity/PHDCus