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I want to change the Invoice main document view and add a condition with a join so that I select only those invoices that belong to the branch set as the current logged-in user’s DefBranchID in UserPreferences.

Trying to add Approval Map to Credid Memos   

Hi everyone,I’m working in Acumatica 2024 R2 and trying to import new Contacts using an Import Scenario targeting Contacts (CR302000).I’m hoping to get clarification on two related items.Question 1 — Contact ID auto-generationIs it possible to import new Contacts and have Acumatica automatically generate the Contact ID?Specifically: Should the Contact ID field be: omitted entirely from the Import Scenario? included but left blank in the source file? mapped to <Key: ContactID> in some specific way? Right now, it’s unclear what the correct “insert-only” pattern is for Contacts when the system should assign the Contact ID.Question 2 — Import runs successfully, but no Contacts are createdI have an Import Scenario that: runs without errors reports completion does not create any Contact records No validation errors are shown — the records simply don’t appear in the system.Notable details: Target screen: Contacts (CR302000) Import intent: insert only Contact ID is

I found the CR401000 screen in the site map, but I’m assuming I need to add a param for NoteID which no screens seem to expose. Do I need a customization to expose the field and add the side panel?

 I have a form with two grids, one with detail/child lines relating to the header entity, the other is analysis/grandchild lines that are specific to the selected detail line.The Classic UI version behaves correctly. When selecting a detail line, the second grid is refreshed and shows the correct records.The Modern UI version does not refresh the grandchild grid. The classic UI uses <Behavior CommitChanges="True" RepaintControlsIDs="gridDocs"> to trigger the refresh of the grandchildren: (trimmed for brevity) <px:PXSplitContainer > <Template1> <px:PXGrid Caption="Subcontractors" KeepPosition="True" SyncPosition="True" ID="gridSubLines" .. > ... <AutoCallBack Target="" SuppressOnReload="False" ActiveBehavior="True" Command="Refresh" Enabled="True"> <Behavior CommitChanges="True" RepaintControlsIDs="gridDocs"></Behavior> </AutoCallBack> <C

Hi everyone, so i want to create user and role by Import Scenario, i successfully import the username for the user but when i try lo login with the username and password, i can not login and also the role that i already set up/mapping it not read it by system, there is a wrong mapping for my import scenario? I put my mapping bellow, please help me to look it out, i really appreciate your helps.Here is the user that successfully imported but not for the role 

I would think it would be a standard feature but I had to have my check stub customized to display the project ID.  The issue I am having now is that the project I and reference number are not in sync. Does anyone have any experience with this?

Our invoice form contains a gif with our address that has a typo in it.  I would like to replace the image.  However, when I go into report designer, click on the image (which is a picture box) the properties, Data  shows “Database” and I cannot determine where that image would be located. (see screenshot attached)   Does anyone know how to find and change a database image in a form in report designer?  At the moment I am working with form SO643000 but would have to make the same change in a few other forms.  Any feedback would be helpful.

Good afternoon,I was curious if there is already an option or if its at possible...to be able to enter the invoice number of a customer directly on the payment screen to pull up their information to enter a payment?If there isnt, has there been discussion about possibly adding that feature to make it even easier to access a customer’s account on payment entries?  

I am trying to create a Transfer but keep getting error”:GL Error: The financial period cannot be specified because the branch has not been specified in the Branch box.'However I am setting the branch. Below is a screenshot of my code.   INTransferEntry transferEntry = PXGraph.CreateInstance<INTransferEntry>(); INSite fromWarehouse = SelectFrom<INSite>.Where<INSite.siteCD.IsEqual<@P.AsString>>.View.Select(transferEntry, "MAIN"); INSite toWarehouse = SelectFrom<INSite>.Where<INSite.siteCD.IsEqual<@P.AsString>>.View.Select(transferEntry, "PROJECT"); DateTime? docDate = DateTime.Now.ToUniversalTime(); int? orgID = PXAccess.GetParentOrganizationID(1); FinPeriod fPeriod = finPeriodRepository.GetFinPeriodByDate(docDate, orgID); INRegister transferRegister = (INRegister)transferEntry.transfer.Cache.Insert(); INRegister transferRegist

In 25R2, is there a way to control the default status that is assigned when the Amount to Invoice is changed in a Time & Material line on a Pro Forma invoice? A client of ours is noticing it defaults to “Hold Remainder” when they would prefer it to default to “Write Off Remainder.”

how to existing schedule to email template 

Hello, I have just started exploring commissions in ACU. As a first step I wanted to clear out all prior period commission calculation since you cannot calculate when past periods are open. I have noticed that my commissions calendar does not extend to current periods and ends in a prior fiscal year. I looking to understand how to extend the calendar to current periods and beyond?  

I’m trying to add a fieldset on the Bills and Adjustments screen after the ‘columnFirstSummary’ fieldset. However, the only way I can get this to work is to physically remove the fields/fieldset and then re-add them in a separate div. This isn’t bad, but if the fields change in the future I’ll obviously have to update the customization any time it does. Is there a more futureproof way to add this fieldset in the same column? Or am I kind of stuck with this solution?<template>    <field remove="#columnFirstSummary FIELD[name='Status']"></field>    <field remove="#columnFirstSummary FIELD[name='DocDate']"></field>    <field remove="#columnFirstSummary FIELD[name='FinPeriodID']"></field>    <field remove="#columnFirstSummary FIELD[name='InvoiceNbr']"></field>    <field remove="#columnFirstSummary FIELD[name='IsJointPayees']"></field>    <field remove="#columnFirstSummary FIELD[name='RefNbr']"></field>    <fie

After the upgrading to Acumatica 2025 R1, on the Bills and Adjustments screen, when we enter a Vendor and Project ID and click Add Receipt Line, the system shows all the receipt lines for that vendor across all Projects.Earlier, it used to show only the receipt lines related to the selected project.Is this a change in 2025 R1, a setting/ configuration issue, or a bug? is there a way to restore the old behavior?

I have tried different methods for this case. I could change the lookup using an attribute, but for manual entry and for the Prev/Next/Last buttons, it doesn’t work. When I write e.NewValue = null or e.Cancel, or throw some exception in FieldUpdating/FieldVerifying, in some cases it returns an error, but the record still gets displayed. I tried using a Current Document delegate to change and add restrictions and also wrote a restriction attribute, but these options didn’t work either.

Hello everyone,does anyone have an idea why the entry of a new customer-specific price with scale quantity = 0 requires a valid-to-date, but the entry with scale quantity = 1 does not require a valid-to-date?It only affects the customer with the id: 13051. There are no problems with any of the others!Is there perhaps a customer setting somewhere that can lead to this? Example with scale quantity = 0 → it works only with a valid-to-date Example with scale quantity = 1 → it works without a valid-to-dateThanks in advance.BG Deniz

Is there a way to email the Purchase Order or Sales Order directly from the mobile app?We have several people who are using the mobile app to create either purchase or sales orders and need to send it to the customer/vendor immediately upon creation. However, the option to email the PO or SO isn’t on the main screen. Is it hidden somewhere or do we have to add it somehow? 

Hello community,Is there any way to change the message color (for example, to red) when displaying a message using PopupNoteManager? Thanks,VardanV. 

Is there a way to reclassify a posting date rather than reversing the transaction and creating it again in the correct posting date period?

Can somebody tell what is wrong here?We are trying to import prices. I am guessing that Currency rate is missing sth out?   

This file is under 20 mbs as a binary and just over 20 mbs as xml.  No where near the 1gb limitation i have seen documented.  This is not an on prem so no restores are possible.  This happens when I try to import the snapshot into the test Tenant that was created and exported in the live enviroment on the Tenant screen. Any thoughts?  I have tried without attachements (it was only 6 mbs)

Hello we are on version 25.201.0213 and when using Modern UI on the pro forma invoice screen, users lose access to edit tax zone, exemption number, and tax type. While I will in the future be able to fix this by creating a customization to add the fields back to the view, currently don’t know how and this should have been standard out of the box with using Modern UI. Classic UI Modern UI  

We are in the middle of implementation and I am writing a workflow for issuing Purchase Orders to Outside Process vendors for metal finishing (Ie: Powdercoating, Plating, etc),  however I am not certain that I am totally clear on the correct process. We have setup non-stock items to represent the outside processes.  These have been defined as a service, They have vendor(s) associated with them on the vendors tab and the default price as been set to $1.00.   On the manufactured (stock) item I have defined a BOM and on the operation step for the outside service I have added the Non-Stock item (Powdercoat) to the BOM as a material.  The qty required has been set to the per-piece cost that I was quoted,  the Unit cost remains at $1.00, The material type has been set to “Sub Contract” and the Subcontract Source has been set to “Purchase”.  On the Outside processes tab I have also checked the “Outside Process” box and have selected the preferred vendor for this operation.  I have then opened

I am trying to pin an Activity to a Lead via REST API. There isn’t an action for togglePinActivity on the DEFAULT Lead endpoint out-of-the-box, so I added one: I found a lead in the sales demo data that had multiple activities associated (Darren Walker):I got into the DAC Schema browser and found the Note ID for the 3rd activity here (Summary: Follow up on pricing) and used that and the lead’s id (9833) to create an API request.I POSTed to http://localhost/25R2SalesDemo/entity/ActivityPin/25.200.001/Lead/togglePinActivity{ "entity": { "LeadID":{"value":9833} }, "parameters": { "id":"4d1a3b2c-d87f-e411-beca-00b56d0561c2", "NoteID":{"value":"4d1a3b2c-d87f-e411-beca-00b56d0561c2"} }}I tried the activity note two ways (id and NoteID). I get a 204, which is a successful response. I check the UI, and it did pin an activity, but always the first one, regardless of the ID parameter I send:Posting again removes the pin on the first activity. How can I tell the API which activi