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For example, M &T Bank as bank name is rejected when entering data.  A developer can change the regular expression to “fix” this but will this cause issues with banks?

I have a customer with a credit balance on their account. They have called requesting we issue them a check for this amount, to bring their account with us to a zero balance.  How do I do this?

I am trying to pull a report for my client that shows all activities for Journal Entries including the workflow entries. I have already mapped in generic inquiries the audit history to GL Batch and EP Approval using the combinedkey, but I noticed the rejection in the Audit history has a GLBatch combinedkey and not a EPApproval Approval ID. This indicates that the record is only recorded in the audit history table and doesn’t have any corresponding entries in EPApproval.Is there anywhere in the system that the rejection reason is recorded and kept after the JE has been approved or deleted? The system is version Build 24.111.0011.Thanks!

Is it possible to remove a report completely from Acumatica if it was saved to the server by using the command “Save to Server” in Report Designer.I tried searching for the reports in the Acumatica folders including ReportsDefault but coming up empty.I assume it is located somewhere in the database. Much thanks

Hi, I have a report generated from the report generator. How do I add this new report to the Inventory menu group? Thanks,

Hi,In Live Instance,For a Grid(Form-Tabs screen) I am  Trying to add around 30 lines.Up to 28 lines Data got Entered..When we are trying to Enter 29th line Getting Below ErrorThe Page was not displayed Because the Request Entity is too large. In our Local Instances we are not getting this type of Issue.What are the changes need to do to Solve this in Live Instance?How can I replicate this Issue in Local to debug the code?Thanks,Giri. 

I have a list of BoMs and their revisions that I would like to archive. Seems PRETTY straight forward but I keep getting a “Document” error during my import. Error: 241 items have not been processed successfully. View name: Documents.

We want to integrate the maps with Acumatica to display the order coordinates based on shipping addresses. Our goal is to sequence the orders according to the shortest route and visually represent them with numbered stops on the map. We would appreciate any insights on how to achieve this efficiently.

Could anyone provide a screenshot of a Row Set Import Scenario for ARM Reports? I am just a little confused on how the Data Source portion works. We normally just setup the reports manually, but this is our first customer who has several hundred lines per report so we would much rather import the bulk. The Data Sources will be “Start Account”, “End Account”, “Start Sub”, and “End Sub”. 

I have a ACH Payment Business Event going and I need a way to show multiple RefNbr (Invoice)on the Notification Template Email that goes out. Single Invoice Paid in a Batch Payments I have no problem it when I select Multiple Invoices.What is the formula to show multiple invoices on a email notification for ACH Payment?Here is what I am working withA ((Document.PaymentMethodID)) Payment has been made by ADMAR Construction Equipment & Supplies.Payment Reference Number: ((Document.RefNbr))Payment Date: ((Document.RefNbr.DocDate))Payment Amount: ((Document.CuryOrigDocAmt)) Vendor Ref: ((Adjustments_print.AdjdRefNbr))   ← this works with 1 invoice in a batch and shows the Invoice Ref # we need to showI tried this below but it breaks the Business Event.<foreach view="APPost"> ((APPost.SourceRefNbr)) - ((APPost.SourceRefNbr)) </foreach>Anyhow if anyone has any ideas that would be great. Thank you 

Is there any latest help document how to integrate Okta with Acumatica.

Hi Everyone,I am currently working on a Generic Inquiry to display stock items along with their quantities on hand across all warehouse locations. I have managed to achieve the desired results by grouping the data using “InventoryItem.InventoryCD” to eliminate duplicates. However, I face a challenge when I attempt to use the GI in a business event that is meant to inactivate items once the quantity on hand reaches zero. The business event works correctly when I remove the grouping from the GI. Can anyone suggest a solution for this issue? I have attached the GI for your reference. 

Hello,I am trying to limit the available values for an attribute based on a value selected for another attribute.Eg: If user select TOYOTA in the Make Attribute, the Model attribute shows only the models for TOYOTAIs there a way to achieve this?

What do I do with outstanding deposits in ACU?  I don’t see it addressed in the cash mgmt pdf’s.

When emailing invoices through the ‘Print Invoices and Memos’ screen, the invoices get marked as ‘Emailed’ even if the process encounters errors and the emails do not send.The emailed status should only be updated to ‘Emailed’ once the email is successfully sent and not when the process errors out.

I’ve been trying to find an estimate for when the Acumatica Interactive Courses on the Open University will be available again. Can’t seem to find a firm time estimate. Anyone have any info on the matter?

Hello dear community,I was wondering if someone knows how to fix this error.  "Object reference not set to an instance of an object" Error happens when processing Order Type SC in Sales Orders. This is just in one of our tenants.    

We’re exploring using blanket orders with line splits based on Customer Order Nbr. values, and it appears to be working well! We ran into some odd behavior: when creating a sales order with the REST API (using the /SalesOrder endpoint), we’ve observed that the value specified in the a detail line’s CustomerOrderNbr field is apparently discarded in the generated order whenever that line’s OrderQty is greater than one. This does not seem to happen when creating orders using the web UI; only with API-created orders. Is this expected? Anyone have suggestions for how to troubleshoot? Thanks again! 

 Hello, I can update an inventory item with the code below. I’m not suggesting it’s the best way but it works, the description is updated and saved to the database.public SelectFrom<InventoryItem>.View InventoryItemView;public PXAction<InventoryItem> UpdateItem;[PXButton][PXUIField(DisplayName = "Update Item")]public virtual IEnumerable updateItem(PXAdapter adapter){ List<InventoryItem> l = InventoryItemView.Select().RowCast<InventoryItem>().ToList<InventoryItem>(); InventoryItemView.Current = l.First(); InventoryItemView.Current.Descr = String.Concat(InventoryItemView.Current.Descr, "X"); InventoryItemView.UpdateCurrent(); InventoryItemView.Cache.Persist(PXDBOperation.Update); return adapter.Get();}Using the same method I can update a sales order line.public SelectFrom<SOLine>.View SOLineUpdateView;public PXAction<InventoryItem> UpdateSOLine;[PXButton][PXUIField(DisplayName = "Update SOLine")]public virtual IEnumerable updateSOLine(PXAdapter a

Hello! I am working on a GI to display all line items for bill/adjustment. The goals is to have the parameter and condition set to search by the reference number. With the parameter and conditions I currently have set below, I am experiencing an issue. When I view the GI and attempt to search by reference number, no records are showing for AP Bills or Adjustments. there are multiple records in the system.If I search a specific reference number, the results do appear. How can I fix this issue to show all records and reference numbers when you click the magnifying glass? Thank you!

when creating a Purchase Order from a Sales Order, if the same item appears multiple times in the Sales Order, it gets consolidated into a single line in the PO with the total quantity.We need to retain the multiple lines in the PO exactly as they appear in the Sales Order rather than consolidating them. Is there a way to configure the system to maintain the original line structure when generating the PO?Looking forward to your guidance on this.

Hi everyone, I was wondering if there’s a way to add a customer field status in report filter without coding customization?   As you can see in the screenshot we have status U - WO PendingBut I cannot see it in the additional filtering conditions:   Also is there a way to output the Codes too, so that in the filter parameters the user can see both the value and description?  Thank you in advance.

Hi, client has a BOM with multiple operations.  During the Move transactions, is there a way to have the last Operation be the default?   There is a feature for Control Point, but it seems to force this to be a data collection; however it is not defaulting the last operation?  We do not want data collection for each operation.

Hi Community,If I have edited a customization project, but I did not re-publish it back to the server, is there a way to export/ revert back to the original customization project published in a tenant? I made changes I wish to undo that are not in the server because I did not publish it after making changes. When I re-open the current existing project, the changes I don’t want are in the project.  Thanks,RJ

i added conditional formatting to my sales order to this after the weekend the notes and attachments files have disappeared.how do i put it back