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I’m formatting my checks for use with AvidXchange so that up to 35 invoices show on the check stub. It’s working for the most part except that  I have this issue that the last Doc Type and Payment Amount are not showing up. If I have 20 invoices, invoice 20 won’t show a Doc Type or Payment Amount. If I have 15 invoices, invoice 15 won’t show a Doc Type or Payment (but will show the Date and Invoice Number). Any ideas? Thanks

We have a customer that is fast approaching 9999 on their auto incremental value numbering?  I would like to know what happens in Acumatica when this happens.  Does auto numbering stop? Does it continue counting?  We want to have a plan in place if needed?  

Hi, I am trying to update custom fields within the Leads aspect of acumatica.  My payload works fine for the fields listed, plus I am able to update notes.  My issue comes with trying to update multiple custom fields.  Whenever I can successfully submit my jSon, only one of the fields updates.  This is what I have:'"custom":{"Lead": {"AttributeFOLLOWDT": {"type": "CustomStringField","value": "12-10-2024"}},"Lead": {"AttributeWRSOURCE": {"type": "CustomStringField","value": "Andersen" }}},' 

Hello Experts,I have encountered a scenario where I need to export stock items from one tenant to another. To achieve this, I have successfully created export and import scenarios for stock items, and they work well. However, I now have an additional requirement to add a fixed quantity to each exported stock item.To address this requirement, I created a new import scenario to add quantities to the exported stock items. However, when I attempted to upload a file containing 200+ records, the process took an excessive amount of time and ultimately resulted in an error.I also tried using the upload file feature (Excel file) on the Receipts (IN301000) screen, but I encountered the same issue of extended processing time and failure to proceed. I have attached the file which I am using for uploading quantity.If anyone has insights or ideas on how to overcome this issue and improve the efficiency of the import process, I would greatly appreciate your assistance.Thank you in advance!Best regard

We have a report that serves multiple functions. There is a NOTE field that we would like to display if the [SOOrder.OrderType] <> ‘RQ OR [Note.NoteText] <> “”. ChatGPT search came up with recommendations, but none of them are working. The formula that I have so far is =IIF([SOOrder.OrderType] <> ‘RQ’, OR [Note.NoteTest] <> “”) then the NOTE field should appear, if the [SOOrder.OrderType] = ‘RQ’ the NOTE field should disappear. The NOTE field is showing up no matter what the condition is. The Visible condition is set to True. If I run the code =[SOOrder.OrderType] <> ‘RQ’ the NOTE field does not show up. There is only an issue when there are two (or more) conditions.

Hello all,I’m running into an odd issue with AR Invoice imports. I have tried to use the base scenario as well as created my own and I’m still getting an error stating ‘Project Task’ cannot be empty.I have confirmed, the project and task is active and that the formating is correct on the import file. I’ve even copied and pasted the project task from the task window.I can enter this sample invoice directly and it doesn’t give me any errors.Any help is greatly appreciated.  

I am just new on customization and I need to insert total row to the bottom of the Cost Projection (PM305000)  DETAIL grid, any suggestion or code I can use?  

We have over 30 service techs and they all drive a van that is stocked with parts they may need. Is there a way to set a default so when they use one of those parts it auto populates to there warehouse(VAN) when posting it to their appointment?

Trying to create cash basis P&L in Acumatica.  Has any one been able to do this without using a 3rd party add on? 

Hi All, I have created one user define field and I want to get/put from Acumatica API but the problem is I dont want other data to be look in API. I have created User Define field in Customer Screen So how can I give permission to someone to just read and write That field and nothing else. Please help

Hi EveryoneI am currently facing a scenario where the same lot number is being received across multiple purchase receipts for the items. We need to implement validation to ensure that duplicate lot/serial numbers are not entered in multiple receipts, while still allowing the same lot number to be received in different receipts.Could you kindly clarify if there are any existing validation configurations or methods in the system to prevent duplicate lot/serial entries in Purchase Receipts? Additionally, I would appreciate any guidance on how to handle this scenario effectively. 

For complex report , I am creating CTE based sql view. In my view script there are multiple CTE. I want to filter every CTE with report input parameter so that less data get read by every CTE and  report performance gets improve.To achieve this I would like to follow the same steps to create sql view with parameter. https://stackoverflow.com/questions/2281890/can-i-create-view-with-parameter-in-mysqlbut I am confused as how to pass that parameter in DAC @p1 value so that the same parameter get reads by every cte. 

We are using MRP to identify when we need to manufacture an item.   MRP is adding the Quantity Remaining to Produce from a production order to the Qty On Hand.  In the example below the Qty On Hand shows 50 but in the first line below it is adding 168 to that number making the total Qty On Hand 218.  The 168 is what is remaining on the production order to be completed. I’ve also included a screen shot of the production order showing the 168 Remaining to produce.  How can I tell MRP not to add the remainder on a production order to the qty on hand?  

I have a client with 1 Company (With Branches Requiring Balancing) setup in Acumatica and have around 20 Branches in it. The client's new requirement is to establish an additional company and transfer certain branches from the existing company to this newly created one. This is necessary in order to facilitate the submission of Group VAT for specific branches located in the UK. Since these branches have existing transactions, the ability to switch and select a different company on the Branch screen is disabled. Is there a way to reassign the branches to the new company? Regards 

I am migrating version 22.122.0019 -> 24.100.0139 and I am getting the following errorwhat solution we could apply?

We have a subreport that has been developed, and is working using data from the CRRelation table, which was submitted last week with issues. The subreport is a part of the groupFooterSection1. The subreport is receiving the parameters without any issues, but the final Sales figures are not all showing up as expected. I attempted to adjust the size of the subreport in various ways, using Custom, A6, and other dimensions trying to get the size down. Everything in the groupFooterSection1 has been encapsulated on a panel, and I’ve attempted to use a separate panel, no dice, no panel, no dice, putting the Sales figures on it’s own panel, still no dice. The user is adamant about using the CRRelation table to prevent his users from having to keep typing the same data from one report to another. On another note, I again want to thank all of the people that helped me last week to use the CRRelation for the data.Word attachment has screen shots of the work done and I’ve included a zip file of th

I created three DAC fields in a custom DAC as follows. When the user is redirected to the screen, those values are automatically filled. However, when I press save, the LotSerialNbr and Quantity fields are reset to empty and save as null in the database. Meanwhile, the  ProductionNbr field, which is PXSelectors, are working fine.  #region ProductionNbr    [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = "")]    [PXUIField(DisplayName = "Production Nbr")]    [PXSelector(typeof(AMProdItem.prodOrdID))]     public virtual string ProductionNbr { get; set; }    public abstract class productionNbr : PX.Data.BQL.BqlString.Field<productionNbr> { }    #endregion     #region LotSerialNbr    [PXDBString(100, IsUnicode = true, InputMask = "")]    [PXUIField(DisplayName = "Lot Serial Nbr")]    public virtual string LotSerialNbr { get; set; }    public abstract class lotSerialNbr : PX.Data.BQL.BqlString.Field<lotSerialNbr> { }    #endregion     #region Quantity    [PXDBDecimal(

I wants to create settings screen which should contains only one record per tenant.Database structure done and save also work.But I don’t want next previous button or selection.My layout is  In graph only three linespublic PXSave<UsrCustomTable> Save;public PXCancel<UsrCustomTable> Cancel;public SelectFrom<UsrCustomTable>.View MasterView;How can I select default 1st entry ? 

 Hello - does anyone know of a way to only produce month end AR statements that include invoices that are 30+ days old? If everything for a customer is current, don't even produce a statement. And/Or if there are invoices past due, leave off anything that is current. Thanks

I have created one processing screen where I want to create a text file when I select the records and click export. And I want that file to be attached in the top right corner just like many other screens. Is this possible ? I checked and it looks like you can attach the file to a particular DAC but I don’t want to do that.

Is there a way to format the figures on a dashboard? Instead of showing for example, $251.04k. We would like to see $251,040. Is this possible?  

Hey! I was wondering if someone has figured out a way to make a GI that pulls from the Inventory Turnover project. I am trying to pull the “Qty of Items Sold” column by inventory ID and by financial period from the project.Thanks for your help!

I am hoping someone can suggest something for this rounding issue in PO Receipting. POs are normally in Purchasing Units, but Drop Shipment POs created from Sales Orders are in Selling unit for some reason.  So create a PO with UOM of EACH and Qty 2 for an item set up like this. Then create the PO Receipt from the PO. The receipt qty is correct by there is a decimal open qty calculated. You have to do a second PO Receipt for the remainder. Is this really necessary? Even if you increase company qty decimals you will get the same problem in the last percentile.    

In Finance → Manage Financial Periods, can I close month one of the new fiscal year if month 13 of the prior year is still open?

Hello! There are five companies in my tenant and each of them are using Customer Contracts for same customers. Currently it does not restrict customer contracts between companies. Is there any way of doing this?Amanda