Solved

We have many instances where we do work for a customer in Tax Jurisdiction A (Example). The invoice, is generated to a sperate bill TO Customer. The tax rate due - is based on where the Service customer is - where the work is physically performed. However, the tax rate is pulling from the bill to customer, creating a very cumbersome tax Code review process. IS there something I am overlooking, or is this a shortcoming / issue that is being addressed? For Service work, it would always be tax in jurisdiction work is performed. Would be great if anyone could share some insights (hoping IM making a mistake!).  Below is example of our current billing configuration in this scenario.   

Hi,I’ve inherited an Acumatica install with 1500 open service appointments and want to find a way to close anything over 2 years old automatically.  As I’ve been going through the process I’m finding lots of road blocks because of rules.e.g. - Cannot complete because there are open appointments.e.g. - Cannot complete because an instruction/comment line item is open in an appointment.I am new to Acumatica and have been learning the service module but can’t seem to resolve this.  Is there a way to mass close appointments and override the warnings?  If all else fails, someone will have to go through all the appointments and close them.Thanks, Kevin 

HI All,I try to implement the Sales Order for Equipment based on guiding from V150_Equipment_and_Route_Management. At the Step 1, after filling in Inventory ID, there was a field Equipment Action with choices include Selling Model Equipment, Replacing Target Equipment, Selling Optional Component, Upgrading Component, Replacing Component. On my environment, I cant edit this field so cant pick the option.In theory, if i can choose options on this field as Selling Model Equipment after invoice was released, the Service Equipment will be created on screen Equipment SummaryBecause I cant edit that field, so the taret equipment wasnt createdDo you all have any idea why this happens?Best regards,Yên Chi

We have service technicians that perform onsite repair work for our company. We use the Service Management module of Acumatica and it appears to be working well. However we want them to be able to view the Target Equipment History, it seems like their rights/roles are not setup correctly.Can someone please tell me what the correct rights are to allow them to VIEW the Equipment and Equipment history, but not be able to make any changes to that data? I can get them to view equipment but not the equipment history, it comes up with “An error has occured”We also want to restrict all staff except Service Management staff from making changes to the Equipment database. Just to have Read Only.

   Because it is nonexistent in DB

We are having an issue where we have multiple technicians on an appointment, let’s say three for example, one departs (only selecting themselves to depart), then he arrives (again only selecting themselves), and the appointment moves to In Process. Once this happens, it starts logging time for all the technicians, even though there was only one selected and they are the only ones who have a travel time log. Obviously the other techs are not there, so they should not have their time being tracked. Here’s an example of what it looks like after arriving the one technicianAny help is appreciated, thanks!

This is an appeal to Acumatica Partners in England (and maybe Europe in general).Client has a need to check a government maintained Denied Person’s List every time a customer or vendor is created.  They then have to continually check the DPL when sales orders or purchase orders are created.  They use an outside service to do this, but the process needs to be automated in Acumatica to send out a flat file to the service and get back a yes/no response from the third-party software and record that data in Acumatica. Has anyone done a customization for this type of requirement? 

Issue:Voided prepayment still calculating the balance into Paid and deducting balance from Unpaid Balance.Cause:Our AR department made an error when entering in a prepayment for a Service Order and applied the full amount instead of a partial payment. They corrected this mistake by voiding the prepayment, and creating a new one for the lesser amount.Pictures:I am unsure if this is an error since we upgraded from 2022R2 to 2023R2, or if it was existing before hand.Is this a known issue in Acumatica?

Hi, I've created a business event from a generic inquiry that triggers based on a schedule and generates an email within the system to notify a person.I need to add a list of all the records to the email template.For example, I want to include the following list of records in a single email when the business event triggers and generates the email within the system.How can I accomplish this? I’ve found below Acumatica blog and tried using foreach loop, but it didn’t work. http://asiablog.acumatica.com/2018/07/loops-in-notification-templates.html   Thanks .

We have just started to pull the log lines from the service appointment to timecards for payroll processing.Last week someone entered an overtime entry (Earning type ‘TH’) when it should have been normal hours.  We get this error when trying to release the Timecard → ‘An error occured during processing of the field Earning Type value TH. Earning type cannot be updated because this record is related to a released or approved time activity’The appointment was invoiced but has been credited, however we can’t alter the existing entry.  A suggestion was to enter a new line with a -1 for hours.  We couldn’t get the -1 for TH to work but could get -1 for normal hours to save.  This entry has flowed through to the timecard, but still getting the above error.Anyone have any ideas how we can get this sorted?

HI,The trial balance in my system only show the account number. Information like “subaccount”, “project/ contract”, “project task” are missing.Is there a way to run a trial balance with all the other information?Thank you.Raymond

Need to hide a AP Bill from some Acumatica users ( AP Clerk) . This bill is a Confidential bill . Only the Controller should be able to see it . How to do it ? Any Ideas? 

I’m looking to add internal notes on inventory items which should than be visible on specific screens, for example on a Purchase order screen if the inventory item is being added to the PO line the notes added on that item should be visible on the PO line containing that inventory item, I would like the notes symbol on the line item to get highlighted to alert the user to check the notes.I would prefer not to use the pop up notes which is only visible at the time we add that item to the PO line.I’m also wondering if I’m limited to have only one “notes” screen per inventory item or I can create another one to be used for these specific type of notes which should up on other screens.Is that possible?

Hello all,I have been looking out for ways or steps/guide for processing commissions via Payroll in Acumatica. Would really be grateful. Thanks in advance.

Hello all,I would like to know if we are able to create an export scenario using Biz Event using GI. If not then how can we run an export scenario using GI. Thanks.

I am trying to add a customization but the plus button is grayed out.  I have the Administrator role and access rights to this screen show Administrator has Delete rights, which I believe is the highest level of rights.  Does anybody know why this is grayed out? 

I have a need to create a new table and DAC which will hold some Historical data in Acumatica only for lookup purposes.I have that customization written and published where it creates both the table and the DAC.  No problems at all, and I even have a GI which reads the DAC table.HOWEVER, now I have a need to Import the data into this newly created table.  But when I go to create an Import Scenario for it, after creating a ‘new’ Custom screen as a Grid(View), the Import Scenario errors out saying that “screen does not have the Copy/Paste function” and will not allow me to create the Import Scenario.What do I need to do to make this brand new custom screen have the ability to Import data from an Excel file?Thank you, 

Looking to understand how the release of materials on a production order relates with the production ticket. We are looking to use the production ticket as a picklist in our manufacturing facility, but the production ticket is driven from the Production Detail. The Production Detail only shows locations for items ordered through Critical Materials or items that have been manually allocated in Production Detail. We can have up to 60 line items on a Production Detail so manually allocating each item is not an efficient use of time. Additionally, most of our items are purchased through MRP, not Critical Materials. Is there anyway to automate inventory allocations to a production order? When releasing materials for a production order, the system will select a location by default but you can manually change the locations prior to release. In my mind, it makes sense to have a printable version of the material release which can then be provided to the warehouse staff for picking purposes (sin

I need to write off a portion of an invoice however the system only allows me to write off the entire invoice. Is there any workaround to this? Thank you

Hi all,Via the Rest API, is there a standard way to delete just the line items on Journal Transactions or Expense Claims? If you pass in an item in the Details param, it will add to the Details which makes sense. I’d like to avoid completely deleting the old transaction / claim then making a new one. Thanks for your help!

Hi all,Where can I find more info on this snip below. Is there a document with more detail on this? 

How can I define the due dates for 1-30 days, 31-60 days, 61-90 days & over 90 days?I am looking to add due date condition in GI and getting a little confused in dates.Thanks in advance.

Hello - We are a hotel company that both owns and manages our assets. One of the assets that we manage has an ownership that is international. Our internal IT stated that they would be more comfortable giving them access to their Acumatica instance if we had 2FA enabled for them. My questions is, is it possible to enable 2FA just for specific users? Thanks!

Hi,The base currency for the company and branches have been defined as LKR. But the below error occurs when performing transactions.“GL Error: Actual ledger '' must be defined in base currency LKR only”Please refer below snaps. Appreciate urgent support. Thanks,Dulanjana 

I’m attempting to extend the out of the box functionality for Prepayment validation to RM behaviour order types.  It currently only works for SO behaviour order types.  So far I have overridden the CreatePaymentExt.GetRequiredPrepaymentEnabled function and I’ve overridden the PXFormula attribute for the SOOrder.PrepaymentReqPct field.That part is working fine, but I’m now hung up on the the following two functions that are implemented as extension methods on the SOOrder DAC class.  public static void SatisfyPrepaymentRequirements(this SOOrder order, PXGraph graph) { if (order == null || !(order.Behavior == "SO") || !(order.ARDocType != "UND") || order.Completed != false || order.PrepaymentReqSatisfied != false) { return; } graph.LiteUpdate(order, delegate (ValueSetter<SOOrder> _) { _.Set((SOOrder o) => o.PrepaymentReqSatisfied, true); }); PXEntityEventBase<SOOrder>.Container<SOOrder.Events&gt