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Dear Sir/Ma’am,Good day.I’m a newbie in Acumatica. Can someone help me where can I find the value of Unreleased Balance and Open Orders Balance in customers, so I can balance my Remaining Credit Limit in Acumatica vs. my manual file. Please see below the sample figure. Thank you. 

Dear Acumatica Community,I am a new to using Acumatica and I am currently in the process of tallying Customer Balances. I came upon one customer showing value/amount under Unreleased Balance and Open Orders Balance. May I ask if anyone can help me out where can I possibly check/verify these amounts. Or where they originated? I attached the screenshot. Thank you in advance.  

I have set up multi calendar on the same tenant now I want to consolidate. I have India company with calendar from April to March and UK parent company, with January to December. when I try to consolidate there is a period mismatch. how do I map the posting periods of India to that of UK, for consolidation purpose. 

There is a requirement to dynamically enable and disable an action button in the grid toolbar based on a column value in the grid. If there are multiple lines in the grid, the action button should be enabled for some lines and disabled for others.How can I implement this?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!

Hello everyone,In the documentation, there is mentioned External ID for Customer Locations, and I assume it will also be populated when we synced a Customer location originally from Acumatica, in a bidrectional sync. But I can’t see such External Id on the Customer Location screen. We want to find a common ID between Shopify and Acumatica for Customer location, and this location is for Customer Organization (B2B) synced as Shopify Company.Do you have idea how to achieve that, if the External ID in location screen is not yet available?We are in 24R1.​​​​​​​

Initially, the UsrAddItemDescription field was created as PXDBString(500). Now, it needs to be increased to a length of 4000 characters. I modified the field definition accordingly, as shown below, and published the customization project.As the next step, when I attempted to increase the column length using the database scripts below, the following error occurred.Could I get any suggestions on how to resolve this issue?

Hi,Was wondering if there is any documentation, or how others are handling BOPIS functionality with Shopify. Specifically with regards to marking order as ready to pickup, and then once the order is picked up. And how that syncs between Acumatica / Shopify (screenshot of shopify example below). Few specific questions:Are people handling this in shopify or Acumatica, and how does it syncIf you “pick” an order in Acumatica, can you sync to shopify to say this order is ready for pickup if you mark the order as shipped in Acumatica, does it then “mark as picked up” in ShopifyThanks in advance.Mitchell

Can we group in report designer using the Ref Number (custom column) as BOQ1 Prelim as total of 9 (order qty) and BOQ2-MAIN BUILDING as 4 ? 

Hello, I am looking to update my pervious import scenario to mass update wingman in the employee table. Does anyone know what the Char(1) are for the delegation of table? the two available choices are:Thank you,Kage

Hi, I am trying to add a new status called “voided” in the cash sales screen. Right now when I click on the Reverse button, it takes me to the ‘closed’ status. But if I reverse it, I would like it to show ‘voided.’ I did what this community post said but had no luck: Add new status value to Service Contracts | CommunityI am currently modifying a copy of the Default workflow in customization for this screen and this is what I have:   Can someone help me understand what I am missing please? Thanks!

We have an invoice from 2022 with a small negative balance that we would simply like to do away with in any manner possible. Since it is from 2022, write offs, credit memos have not worked. Now just looking for suggestions on how to just get rid of it, if possible. Thanks!   

Hi CommunityI would like to see the records belongs to owner of the account. Should not able to provide access to see other Business account or Leads owned by others.I am able to create a Gi and filter by Owner - Michael, able to get the records owned by him but when I search the other business account in the document form User can able to see other Business account owned by others.Do we have any option to restrict user to see only his accounts,customer or leads.

We have a Call Sales Report where the address of the customer needs to be on the top showing Address information such as Address1, 2, City, State, PostalCode. I am joining the BAccount with the Address using DefAddressID from the BAccount and AddressID from the Address in the report. I have tried using an Inner, Left, and Right JOIN and keep coming up with “Open server settings” error when using the Address with the BAccount.Error:I know that the first image shows the left join, but I have tried the other ones with the same results. The ultimate goal is to just the the address data for each customer that has been visited or called.

Hi all , How can we add Branch ID column to the Grid on Approve Bills for Payment ? 

Hi ,I got the desired results by adding variable in detailSection for displaying sum in Pagefooter. However, I added the variable in Pagefooter and placed the variable in Report Footer I am not getting the value. Am I doing anything wrong here. My variable has the properties as Value Expr : Revenue amount + $SumRev  and Rest Expr :InvItem.Item Class Description. Can you please help me understand where I am going wrong?I tried it through sub report still not retrieving the item and its total.In the detail section it is as below:Item          Desc           AmtI1             InvItem1    10000.00I2             InvItem1    10000.00I3             InvItem1      $999.00I4             InvItem2    $10,000.00Further, I need to display in the Report section as:InvItem1    $20,999.00 ($RevenueAmt).  InvItem2    $10,000.00Total:         $30,9999.00. How to achieve this?

Hello, is there anyone here who enabled there External File Storage in Acumatica SaaS?

On the Projects screen, I want to do some work when the Contract Total changes.In the project editor, I generated the extension for the FieldUpdated event on this field.  This is the signature that was created.   protected void PMProject_ProjectRevenueTotals.CuryAmount_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) I moved this code from the project editor to my VS project.  I got compiler errors.  I changed the signature to:        protected void PMProject_ProjectRevenueTotals_CuryAmount_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) It compiles and I get no errors on the screen.However, when click Include CO, the value in the field changes to 12,500.  I was hoping my extension would fire but it does not.I set CommitChanges to true for the field but it still does not fire.Any ideas on how I can trigger an event to fire when the value in the field changes? 

Just a quick question asking about the best way to process a failed vendor payment from the bank when matching payments.We have voided the failed payments as we were shown but need to know do we still remove that payment from the payment batch so it can be reconciled?  And, then what do we do with the new receipt from the bank that is the return of the failed payment?  Do we just create a transaction in the matching payments screen and then journal that back to the bank when done to make sure the balances match?

Hi,In shipments screen Details Grid, I added Upload button and trying to update Existing data through Excel, It updating for only first line. Not updating for remaining lines.Below is the Code I gaveIn Aspx: AllowUpload=true for details gridIn Graph Extension:[PXImport(typeof(SOShipLine))]        [PXViewName(Messages.SOShipLine)]       public PXSelect<SOShipLine, Where<SOShipLine.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>>, OrderBy<Asc<SOShipLine.shipmentNbr, Asc<SOShipLine.sortOrder>>>> Transactions;Can anyone suggest on this to update all lines in grid.         

I had an employee leave the company who had several hundred open tasks assigned to them as the owner. This is the first time I have had to deal with this since we are relatively new to Acumatica so I was thinking there was already a system tool to do that. I didn’t find one and I was told that Assignment maps might be the way to go but I didn’t see where I could do an assignment map for task ownership. That leaves me with an import scenario.I have created the following import scenario.  Every time I try to run the import scenario I get an error that says “Error: “’Summary’ cannot be empty.”Not sure what I am doing wrong, I am just trying to change the ownership of an existing open task to a different owner. Any help on this would be greatly appreciated.I used another post in the community to try and figure it out but I am still having the issue.How create a Import Scenario to update Owner on the Task Screen CR306020

Is anyone having success exporting sales orders and/or invoices to Shopify? We can export Acumatica sales orders to Shopify, but the problem is that it creates a new Shopify order for processing. Our goal is to give customers visibility to their Acumatica sales orders and invoices in their Shopify account.  

When we apply invoices to Prepayments, we expect that the cash account would be debited, and our suspense account would be credited.  We are new to Acumatica and all of our knowledge on what should happen is based on the system we are moving from soon.  Any feedback would be greatly appreciated. 

Hey guys, this is my first time playing around with views for a generic inquiry we will be requiring for a new legislation coming in.I have used the view in a GI and it has given me the error: ‘Error: An error occurred during processing of the field Base Item Weight: Specified cast is not valid.’.This is my view:CREATE VIEW CBAMCalculator ASSELECT Inv.CompanyID, TranLine.DocType, TranLine.BatNbr, Inv.InventoryID, Orders.OrderNbr, Line.LineNbr, Inv. BaseItemWeight FROM [InventoryItem] AS InvINNER JOIN [AMMTran] AS TranLine ON Inv.[InventoryID] = TranLine.[InventoryID]INNER JOIN [AMBatch] AS Batch ON TranLine.[DocType] = Batch.[DocType] AND TranLine.[BatNbr] = Batch.[BatNbr]INNER JOIN [SOLine] AS Line ON TranLine.[OrderType] = Line.[AMOrderType] AND TranLine.[ProdOrdID] = Line.[AMProdOrdID]INNER JOIN [SOOrder] AS Orders ON Line.[OrderType] = Orders.[OrderType] AND Line.[OrderNbr] = Orders.[OrderNbr]WHERE Batch.[DocType] = 'M'GOThis is my DAC:#region DocType [PXDBString(1, IsFixed = t

Does anyone know of a way to manage sales tax in a multi company scenario?  Scenario:  Shared customers (customer 123 is used by both company A and B).  Company A sells item Z to the customer - not taxable, Company B sells item Z to the same customer - it is taxable.I've considered having multiple locations... ie: Customer would have same location, listed twice with an indicator that one location is for company A to use and the other for company B to use.  But this redundancy seems like lots of opportunity for user error. Thanks!

hi! is there a side panel we can set up on the project level for change orders? I know there’s a tab for it but wanted to see if that would be added as a side panel as well? i was able to add it to the project inquiry screen but it didn’t show up at the project level.  would this be a customization?