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Bank Rec Discrepancies

Hi all,We’re getting to the point of closing out the financial periods after they’re reconciled so no changes can be made to them after the fact, but we’re not there yet. Having that said, every month I reconcile the bank accounts and release the reconciled statements. I’ve been doing this for many months now with no issue. This month I am off (my bank balance in trial GL balance is off). I back-tracked a few months and found a discrepancy started 2 months back and prior to that. My question is, how can I easily identify any changes to transactions after they’ve already been released in the reconciliation statement? Likewise, how do I easily identify any “new” transactions posted to the account for that financial period after it has already been reconciled for the month? Is there any easy way to view unreconciled transactions to a specific cash account? Or ones that were once reconciled and now say are deleted? To summarize:Issue: Somewhere along the way changes were made to prio

8 minutes ago

AndrewZFreshman I

Import and Export Scenarios

Can anyone help me figure out what's going on? Customer Payment Method can only import one piece of data at a time.

I used Import by Scenario to prepare two pieces of data. After clicking Import, only one piece of data could be imported, and it also marked the other piece of data as processed, although it was not imported.

1 hour ago

aaghaeiCaptain II

Develop Customizations

Class Extension is not initiated/called in Graph Extension

Hello All, I have created a class Extension to override a methd and then I want to call that class extension in a graph extension that I am overriding an action of the graph.Here is my Graph Ext:using System.Collections;using PX.Data;using PX.Objects.EP;namespace MyProject{ public class MyTimeCardMaintExt : PXGraphExtension<TimeCardMaint> { public static bool IsActive() => true; public MyEmployeeCostEngineExt MyEmployeeCostEngine; public delegate IEnumerable ReleaseDelegate(PXAdapter adapter); [PXOverride] [PXButton] public virtual IEnumerable Release(PXAdapter adapter, ReleaseDelegate baseMethod) { // Do some stuff return baseMethod?.Invoke(adapter); } }}and here is my Class Ext:using System;using PX.Data;using PX.Objects.EP;namespace MyProject{ public class MyEmployeeCostEngineExt : EmployeeCostEngine { public MyEmployeeCostEngineExt(PXGraph graph) : base(graph) { } public static bool IsActive

3 hours ago

ikarisg

Field Service

GPS Location Tracking Positions not sending into Acumatica server (Mobile)

Hi all we suddenly have one employee phone not sending coordinates to Acumatica, I’ve check his phone and all his settings are in place. Even acumatica mobile has indicated location has been captured. But it seems like he is permanently stuck in 12/1/2024 in our GI. Anybody facing the issue?I’ve also uninstalled and reinstalled the app as well as clearing data and cache.. but the issue remains the same. Staff is using Android 14, Galaxy A52 5G, SM-A528B/DS Staff is also only using 1 Google Account which is the work organisation account, he doesn’t have any personal account tied to the phone Last tracked position for this employeeUpon checking the staff phone. The usage history is today (20/1/2024) even acumatica has indicated it. Location permission all activated.Recent access did indicate that Acumatica was accessed for location settings No permissions were being blocked.Acumatica DashboardDevice is detectedTracking is enabled.Is it due to the new google update?Thanks!

3 hours ago

KellyMarchewaFreshman II

Develop Integrations with Web Services | APIs

Receiving Error When Creating PREmployeeSettings with 23.xx.xx Web Services Endpoint

Hello,I am attempting to create a PREmployeeSetting entity via the “Default/23.200.001/EmployeePayrollSetting” endpoint.My payload looks like this:{ "EmployeeID": { "value": "TEST1" }, "Active": { "value": "true" }, "TaxSettings": [ { "Name": { "value": "Social Security Number" }, "Required": { "value": true }, "Setting": { "value": "Employee_FED_SocialSecurityNumber" }, "State": { "value": "FED" }, "Value": { "value": "123123123" } } ], "CashAccount": { "value": "8000-1130" }, "ClassID": { "value": "HRLY" }, "PaymentMethod": { "value": "CHECK" }, "EmployeeTypeClassDefault": { "value": "true" }, "Compensation": [ { "Active": { "value": "true" }, "Earn

4 hours ago

bpgravesFreshman II

Develop Integrations with Web Services | APIs

REST API: how do I Record CC payment previously done in SOAP

Here’s what I’m doing now in SOAP to Record a CC payment: var pymtSchema = _context.AR302000GetSchema(); _context.AR302000Clear(); var commands = new List<Command>(); try { _context.AR302000Clear(); commands.Clear(); commands.Add(new Value { Value = "Payment", LinkedCommand = pymtSchema.PaymentSummary.Type }); commands.Add(new Value { Value = paymentRefNbr, LinkedCommand = pymtSchema.PaymentSummary.ReferenceNbr }); commands.Add(new Value { Value = bt_transactiontoken, LinkedCommand = pymtSchema.PaymentSummary.PaymentRef }); commands.Add(new Value { Value = bt_transactiontoken, LinkedCommand = pymtSchema.RecordCCPaymentCCPaymentData.PCTranNumber }); commands.Add(new Value { Value = "OK", LinkedCommand = pymtSchema.PaymentSummary.ServiceCommands.DialogAnswer, Commit = true }); commands.Add(pymtSchema.Actions.R

5 hours ago

bpgravesFreshman II

Develop Integrations with Web Services | APIs

REST API: how can I change a card for an existing payment?

I have a customer who made a payment using a credit and wants to change to a different card (different payment method already associated with his account). How can I modify the payment to reflect this? I tried the following PUT method URL in Postman:https://sandbox.com/AcumaticaERP/entity/Default/22.200.001/PaymentHere’s the body I passed:{ "Type":{"value":"Payment"}, "ReferenceNbr": { "value": "183610" }, "PaymentMethod": {"value": "CC MASTCRD"}, "NewCard": { "value": false }, "CardAccountNbr": {"value": "Mastcrd:****-****-****-4203"}}I don’t get an error but, unfortunately, Postman just returns the existing Payment with no card change applied.

5 hours ago

dsenevirathne54Freshman II

Field Service

Global Finance (Multiple Base Currencies) Cannot be used with Equipment Management

Hi,I see multiple base currencies cannot be used with field service management. We have companies in three countries and need to use service management. Is there any plan or when will field service management enabled with service management? Thank You,Dulanjana

5 hours ago

DanNixonFreshman I

Field Service

Need to automate Appointment "Clone" action - Business event or customization

Hi All. I need to automate the “Clone” process on the Appointments screen.We have added a custom field to the Appointment screen which identifies why an appointment an appointment may not have been successfully completed. When the appointment status is changed to “Completed” and the custom field is set to a specific value, the appointment needs to be cloned and scheduled for the next day.I would have liked to have used a Business Event with either an “Action Execution” or an “Import Scenario”. The problem I have is that the “Clone” action opens a new screen (FS.50.02.01) which requires entering the new scheduled date and executing the “Process” action.As far as I have been able to determine, “Action Executions” and “Import Scenarios” cannot deal with being directed to a second screen after an action directs them there. I am looking for confirmation on of this, or wondering if anyone has found any tricks for dealing with this.If not, looks like I’ll need to do a customization.Thanks

5 hours ago

jvarughese23Freshman II

Field Service

Service order invoicing and Posting

While Creating invoices for Service order with 2 Non Stock Items both assigned to same Posting Class , But while releasing the Invoice One Item is taking with GL Account mentioned in Posting Class and another one is taking from Item level GL Account . The Sales Sub Account mentioned in Ordertype is to take from Branch - C , but its pulling from posting class the default sub Account other than to the revenue posting . Kindly advise

6 hours ago

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AndrewZFreshman I

Import and Export Scenarios

Can anyone help me figure out what's going on? Customer Payment Method can only import one piece of data at a time.

1 hour ago

aaghaeiCaptain II

Develop Customizations

Class Extension is not initiated/called in Graph Extension

3 hours ago

ikarisg

Field Service

GPS Location Tracking Positions not sending into Acumatica server (Mobile)

3 hours ago

KellyMarchewaFreshman II

Develop Integrations with Web Services | APIs

Receiving Error When Creating PREmployeeSettings with 23.xx.xx Web Services Endpoint

4 hours ago

bpgravesFreshman II

Develop Integrations with Web Services | APIs

REST API: how do I Record CC payment previously done in SOAP

5 hours ago

bpgravesFreshman II

Develop Integrations with Web Services | APIs

REST API: how can I change a card for an existing payment?

5 hours ago

DanNixonFreshman I

Field Service

amitr70Freshman II

Develop Customizations

Unable to hide SOLine DAC extension column based on condition

I have a dac extension of SOLine in which i have few fields. . Below is the code of DAC extension with two fields only but there are more similar fields. [Serializable] [PXCacheName("TSSOLineExt")] public sealed class TSSOLineExt : PXCacheExtension<SOLine> { #region UsrOriginalEquipmentNbr[PXDBString(15, IsUnicode = true, InputMask = "")][PXSelector(typeof(TSRentalFleet.refNbr))][PXUIField(DisplayName = "Original Equipment Nbr")]public string UsrOriginalEquipmentNbr { get; set; }public abstract class usrOriginalEquipmentNbr : PX.Data.BQL.BqlString.Field<usrOriginalEquipmentNbr> { }#endregion#region UsrOriginalInventoryID[StockItem(DisplayName = "Original Inventory ID")]public Int32? UsrOriginalInventoryID { get; set; }public abstract class usrOriginalInventoryID : PX.Data.BQL.BqlInt.Field<usrOriginalInventoryID> { }#endregion}Now I have to hide this field when SOOrder.OrderType = ‘HC’ or ‘QT’. For WorkOrder it will be visible. These order types are c

6 hours ago

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