@derek-dean where was this balance Checkbox?

@timrodman thanks tim, i used a subreport to get totals and display. works..but getting aligned was a nightmare

@charles-craig thanks for the suggestion, I'm actually getting the same error trying a single GI.

@jwright interesting, my email only has 1 instance of the link. I grabbed the HTML from my local version and made a few updates we'll see if it works...

@roycelithgo ok, i think i followed your comments but i'm sure i missed something, as the query doesn't return any rows now, even when I have a matchi...

Scratch this...I didn't see that open status will not allow adding of a line. adding logic to put on hold then release from hold worked!

source object: Order Data Source Field/Value: TAGS worked for me!

apparently this is a known issue with ACU in 2021R1

@timrodman Yes, needed some qualifying info on that payment methods scenario...

@roycelithgo Thank YOu for this, and know that I'm new to Acumatica...is there not a out of the box payment method import scenario? And for payment ...

@timrodman Yes, customerPM.png is me adding the record to the customer Payment method screen. Picture 2 is the list of all the records that are a...

@timrodman When I go into the Customer Payment Method screen and I add a record for one of the customers I want to change (manually not via a import b...

@timrodman I have a similar need for the customer record. Using the 'Import Customers' scenario to change the class AND for certain records I want ...