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We have a consolidation company which has a different calendar to the master calendar. When running the allocations for the branches in this company, the allocation process is using the master calendar and not the company calendar.For example: The company calendar period 01-2024 is the period 10-2023 in the master calendar. If the allocation is run for the period 01-2024, the batch period created from the allocation is  04-2024.When running these allocations one needs to use the master calendar relating to the company calendar: i.e. for period 01-2024 in the company, the period selected when running the allocation needs to be 12-2023.Is there a setting where one can specify which financial calendar should be used for the allocations in the selected company?

Hi, I need guidance in modifying the GI for Checks and Payments to include the remit to address information and invoice number that was paid on the check. Does anyone have a sample GI they can share or provide guidance on what table relations and data fields link to use to get this information. Thank you,Frances  

When I add a field to the ts PXView I get the following error. Sequence contains more than one matching elementAll other fields work as expected except the Template field. I am assuming it has something to do with the PXSelector but am not sure. Below is the PXView def@gridConfig({ preset: GridPreset.Details, syncPosition: true})export class Inspections extends PXView { CreateInspection: PXActionState; DocDate: PXFieldState; ProjectTask: PXFieldState; InspectionCD: PXFieldState; Template: PXFieldState;}  snippet from DAC defining template       #region Template        [PXDBInt]        [PXDefault(PersistingCheck = PXPersistingCheck.Nothing)]        [PXForeignReference(typeof(FK.Template))]        [PXUIField(DisplayName = "Type", Visibility = PXUIVisibility.SelectorVisible, Required = true)]        [PXSelector(               typeof(Search2<GPProjectInspectionTemplate.templateID,                   LeftJoin<GPProjectInspectionTemplateAssociations, On<GPProject

How do you create a default part in the product configurator?

Hello,We are working on an integration into Acumatica via the REST Api and have had some troubles with pulling the latest payment objects. When logged into Acumatica I can see recent payments objects in our demo account but when pulling payment via the REST Api I’m only seeing the demo account data. I’ve verified that our user and api account have access to all of the branches/companies in the Acumatica account so I m unsure why I wouldn’t be seeing all payments? I’ve attached a screen shot with a modifiedDatefilter and it returns no results. When changing the date filter to april of this year I do receive payment objects that were setup in the demo account. The second screen shot is showing the many newly created payment objects in many different status’ that do not come back.Any help is greatly appreciated. Thank you

So one of our customers has a customization where we added a field for them. They will need to upgrade to the newest version of Acumatica soon. All this customization did was add a field to an AP window. How is that customization field data stored in the database? Could it be lost during an upgrade? Just want to make sure I have a good understanding of this before giving them the go ahead. 

Hello,We are revisiting our workflow for generating production orders based on MRP recomendations and looking at ways to automate the process. I have figured out how to automate MRP Regeneration to run on a daily schedule however I have not been able to figure out how to automatate the generatation of planned work orders for manufactured items based on the information in the Inventory Planning Display Screen.  Ideally we would like to generate Planned produciton orders for all items with suggested action dates in the next 6 weeks.   I started off by looking the “Create Supply Orders” button,  but that just seems to take me to the Inventory Planning Display Screen, not sure if that is correct or not.    Regardless I am looking for some input on how to automate this process.We are running Build 23.211.0017

I created a console application to test the API token behavior, how it works with multiple users and API limits. The console app does the following:Calls the token endpoint by passing username/password. It receives the token and does a GET appointment 50 records API call. There is 20 second wait Because our license has Max 20 API users limit, I am running the above steps for 22 users to verify the behavior. It run synchronously for one user after another, not in parallel.Observations:Sometimes I get the 200 status and Response “<script>window.open("/Main","_top");</script>” in Appointment Get call In the screen System Monitor → Active Users, I notice it always maintains 20 users list. It removes the oldest active user from the list. But still I can use the token of the user which is not in the Active User list anymore and make API calls.Questions:What is the reason for the error “<script>window.open("/Main","_top");</script>” ? I have a use case to build app whe

I’m trying to add a User Defined Field to the Additional Filtering Conditions table.  I’ve followed the guidelines in this post: It is still not showing up as an option in the table.  Any thoughts?

Hi,I been looking at all the possible DAC in my system and could not figure this out. I am trying to add CRActivity.Type into a screen to only show one of the activity type ‘BOC’ or empty. However, when I connected the tables, it is not filtering properly. As you see from the screen shot above, the system is posting all the different entry that is on the customer profile. Below screen shot is a reference to the 22 entries that is listed as ‘BOC’.What I hope to achieve is the system about to read the order type and order number that the Activity is connect to the specific Sales Order. I am able to find the fields I need with Element Inspector.Unfortunately CRActivity.Source is not a field available in Relations and I do not know how I can build a table to connect to that DAC.Does anyone have an idea on how to build the correct relationship and conditions if needed?Thank you,Calvin

Is there any way to prevent customer discounts from affecting credit memos? We want to create credit memos without the discounts.

Remittance Tab Bill pay section has numbers defaulted in it which is not allowing me to change. Trying to delete or use backspace not numbers won't change. This is the cash account. 

I need to include the name of the last approver in a report as per the customer's requirement. To achieve this, I am using the EPApproval DAC. I sort the records in descending order of the ApprovalID field, which ensures the first record corresponds to the last approver. From this record, I need to retrieve the approver's name and display it in the report. Could you guide me on how to fetch the approver's name effectively and ensure it appears correctly in the report? 

Is it possible to use google file storage bucks for external file storage in Acumatica SaaS like Amazon S3 or Microsoft Azure Blob storage.

Hello. I’ve googled quite a bit and could for the life of me not figure out how to pass values fromCROpportunity → CR Quote         I                           I Sales Order         Sales OrderI found this code https://stackoverflow.com/questions/36156112/how-to-pass-custom-field-vales-from-opportunity-to-sales-order to copy fields from CR Opportunity to Sales Order but if i try this i get a error message.'CROpportunity' is an ambiguous reference between 'PX.Objects.CR.CROpportunity' and 'PX.Objects.CR.Standalone.CROpportunity'I'm not sure if this code is functional for my needs. We added several fields on a new Tab in the Opportunity screen that we would need to transfer.Although I've successfully created a method to transfer fields from Sales Order to Shipment and Invoice, I haven't been able to locate any code examples for the task at hand.

Hi,I’m trying to import BOMs with multiple operations and my import scenario does not update multiple operation IDs. It picks only the first operation and the materials with it. Could you please someone help me with the import scenario and steps that I need to follow?I have attached my import scenario below.Thanks,Dulanjana

Has anybody had success creation an OData connection to Google AppSheet? I’m getting an error around metadata.   

Looking for tips to get our final “Release Retention” to create only a single final invoice.  Right now the system is looking at the Unreleased Retention on all previous Project Invoices and creating an Invoice for each one.  Wondering if this is a setting issue or a process issue?  Here you see it creates two separate invoices  

What user role is needed to create templates in Payroll?My employee is receiving an error message that says You have insufficient rights to access the object (AUTemplateController)I understand where to add them but I am not sure which role . Their current roles are AR-Accounts Receivable, AR Clerk-Access to AR functions, AR Viewer-Read only access to AR Functions and Viewer  

Hello Community,I’m looking for a trial Acumatica Cloud instance, can anyone help with this?I tried downloading the trial instance but facing issues while connecting with SQL server, therefore if there is any way by which I can directly access the Acumatica trial account without downloading and setting up with the long process, it would be helpful.Your insights and experiences would be invaluable in helping me get started. Thank you in advance for your assistance!

My report is not showing the attribute fields i have added in the detail section but it shows up in the page footer. is there any way to overcome this? removing the visibility expression did not solve my problem: 

Hi everyone,I’m working on reconciling a bank transaction in Acumatica and encountered a scenario I’m not sure how to handle. I have a single bank deposit (e.g., $96) that needs to be matched to payments or invoices across multiple Business Accounts (customers).Currently, the Match to Multiple Documents functionality seems to only work within one Business Account. However, in this case, the deposit covers payments for multiple Business Accounts, and I need to reconcile this in the Process Bank Transactions screen.Is there a way to adjust the settings or configure Acumatica to allow this kind of matching? Alternatively, is there a workaround or best practice to handle this scenario? Any insights or suggestions would be greatly appreciated!Thanks in advance!

Our team is trying to create a business event, however, along the way, we have found that one of the fields we need to check isn’t appearing in the Field Name Box. We know for a fact we have picked right Table Name, but we don’t see the required field. Is there a way to add more fields into the business event?

Hi everyone,I’m working on a Time & Material billing rule in Acumatica, and I want to implement a condition where a different rule or formula is applied if a Purchase Order (PO) is linked to a Change Order (CO). Specifically, I’d like to adjust the Line Amount Formula to account for this condition.Here’s what I’ve tried so far:My current formula is:=[PMTran.Amount]*CDbl([PMProject.A3_Attributes]) However, I’m unsure if Acumatica natively supports detecting whether a PO is tied to a CO within the billing rule logic.Can Acumatica dynamically identify this linkage during billing rule execution, or do I need to implement a customization (e.g., adding a custom field to flag linked transactions)? If anyone has experience with similar scenarios or can suggest the best approach, I’d greatly appreciate it!Thank you in advance! 😊