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Expanding our product line and supporting our customers with the new Professional Services Edition

The Professional Services Edition (PSE) is now available and built to enable small and midsized professional services firms to increase efficiency and accelerate growth. Acumatica PSE supports critical processes for firms in architecture, engineering, IT, and beyond, where project-based accounting and operational solutions are essential for success. Capabilities include project planning, resource management, scheduling, and milestone billing.We already serve many of you as Professional Services customers, and we welcome the opportunity to discuss this new industry-specific packaging with you. To learn more about PSE, please respond here, or contact your PAM. Attached is a Customer PSE FAQ.

5 minutes ago

dsenevirathne54Jr Varsity III

Low Code | No Code Customizations or Integrations

Creating voucher to the end of previous month vai a import scenario

Hi, I have a requirement to create a journal voucher by import scenario and via a business event. The voucher needs to be created to the end of previous month always. Example : If the business event triggers in October the voucher needs to be created to the date 31st of SeptemberCan you please help me with setting this up in the import scenario? Thank you,Dulanjana

49 minutes ago

hmarambioFreshman I

Distribution

Automation Schedule (Task) - Elapsed time from Start to Completion?

Hey folksMy ultimate goal is to have the ability to DAISY CHAIN Automated Schedules (tasks) much like you can do via SQL (SMSS). As far as I can tell the ability to daisy chain multiple tasks DOES NOT exist in Acumatica (within AUTOMATION SCHEDULE). I have the need properly launch multiple schedules tasks that are dependent on each other. I need to know start and end time of a given task in order to do this correctly since daisy chain is NOT an option. How do I display FINISH time in either the AUTOMATION SCHEDULE STATUSES and AUTOMATION SCHEDULE HISTORY screens? The ability to daisy chain tasks would be great for Acumatica to have, I’ll create an idea assuming that the functionality doesn’t currently exist. Anybody got any bright ideas on how to handle?

1 hour ago

kristianharianjaSemi-Pro I

Distribution

Awaiting Approval Notification - prevent from being sent multiple times

Is there any way to only trigger awaiting approval notification once not multiple times after the document is approved, placed on hold, make some changes, then removed on hold?The changes that are made have nothing to do with conditions that triggered the approval.Ex:Approval map is setup in SO when an item is discounted 100%, approval is triggered. An SO is created and has the above condition met, approval is triggered, notification is sent, then approved by the approver. Then the sales user places the order on hold and make changes such as mark a line for PO, add description, etc but discount% remains the same. But when the order is removed from hold, approval notification is sent again. This is not a bit anoying especially the approver has approved the order and it’s necessary to make some changes to the order again.

1 hour ago

Omar GhaziAcumatica Moderator

Configuration and Installation

Acumatica Modern UI - FAQ and Managed Availability Sign-up

Hello, ISV’s, partners, developers, and customers,We are excited to announce that we are entering Managed Availability with our Modern UI initiative! While we have enabled Modern UI on all test environments for our users to use all the available features alongside the Classic UI, we are also looking for early adopters who are willing to provide us feedback to improve the experience for all users. Frequency Asked QuestionsWhat version of Acumatica allows me to test modern UI capabilities? Modern UI capabilities can be enabled starting version 2024 R1 for non-SaaS installations and test environments by activating EnableSiteMapSwitchUI option in web.config file. Please note that we do not recommend activating it in the production environment yet. Click here for the latest version of 2024 R1 release With version 2024 R2 modern UI is also available for the SaaS customers starting from 2024 R2 Update 2 for the tenants marked as test only. Click here for the latest version of 2024 R2 rele

1 hour ago

Laura02Captain II

Distribution

Landed Cost Transaction updates Stock Item with $0 adjustment

Hello,I’m configuring Landed Cost in Acumatica for the first time. (version 2022 R1)The process seems clear but the end result is $0 adjustment to my item. What am I missing?My example is applying insurance costs weighted by Cost Amount across 3 items on a PO Receipt.Purchase Order (notice, 2 non-stock items on lines 1, 3 and one Stock Item is on line 2):PO Receipt: All Items Received.Landed Cost:What I expect on Valuation: Receipt line $13.30 and Adjustment line $13.30.What I see on Valuation: Receipt line $13.30 and LC adjustment line = $0.What mistake did I make? Thank you in advance for your help!!

2 hours ago

RHarrisonFreshman I

Construction

Include pdf attachments in a report

I’m trying to produce a list of project transactions with the related attachments. I know I’d have to link PMTran to NoteDoc but once I’ve done that I don’t know how to add the attachment to the report.The construction module has a report that’s suppose to do this but it runs off of invoice dates instead of financial periods and seems to miss a lot of invoices that I know have attachments.Any suggestions?

2 hours ago

jzhuJr Varsity II

Reports and Generic Inquires

Is there a way to pull shipped item amount and not shipped item amount in one GI?

Hi! Is there a way to identify $ amount of what is shipped on a SO and the $ amount of what is not shipped on the SO and put them both in one GI? I am guessing you can’t do this but would like to be confirmed. Any ideas on if this is possible?Right now I have a GI where I’m using the formula qtyhardavil >= openqty to determine where an item on the SO is Shippable or not. Not what has shipped and not shipped from the SO.Thanks!

2 hours ago

etrojan28Jr Varsity III

Reports and Generic Inquires

Group Header Printing On Each Page

Hello,I created a Group Header Section of a report in report designer. I’m trying to group the report by a unique value. Everything is working fine with the grouping except for the way it prints. Each time the Group Header Section has a different group, the report prints the group at the top of the page. Group 1 prints on page 1. You can see there is plenty of space to print the next group below group 1 but the system skips the space and puts the next group on its own page. Group 2 prints on page 2. I want to print Group 2 below Group 1 and not on a new page. Is there a way to accomplish this? Here are my settings of the group section.

2 hours ago

bpgravesVarsity II

Develop Customizations

GetBqlTableSystemData(): The method or operation is not implemented.

After converting from 22R2 to 24R1, I’m now getting this error:The method or operation is not implemented. I’m not sure why since my class is deriving from the PXBqlTable class as required:https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=0f93d1d7-e0e5-b731-8677-4fb4fe145e0c Am I supposed supposed to implement the GetBqlTableSystemData() method? How?Here’s my class:[Serializable] //[PXHidden] public class InventoryItemPrintSelectFilter : PXBqlTable, IBqlTable { #region Selected [PXBool] [PXUIField(DisplayName = "Selected")] public virtual bool? Selected { get; set; } public abstract class selected : PX.Data.BQL.BqlBool.Field<selected> { } #endregion #region InventoryID public abstract class inventoryID : PX.Data.BQL.BqlInt.Field<inventoryID> { } protected Int32? _InventoryID; [StockItem(Visibility = PXUIVisibility.SelectorVisible)] [PXDefault] public virtual Int32? I

3 hours ago

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dsenevirathne54Jr Varsity III

Low Code | No Code Customizations or Integrations

Creating voucher to the end of previous month vai a import scenario

49 minutes ago

hmarambioFreshman I

Distribution

Automation Schedule (Task) - Elapsed time from Start to Completion?

1 hour ago

kristianharianjaSemi-Pro I

Distribution

Awaiting Approval Notification - prevent from being sent multiple times

1 hour ago

RHarrisonFreshman I

Construction

Include pdf attachments in a report

2 hours ago

jzhuJr Varsity II

Reports and Generic Inquires

Is there a way to pull shipped item amount and not shipped item amount in one GI?

2 hours ago

etrojan28Jr Varsity III

Reports and Generic Inquires

Group Header Printing On Each Page

2 hours ago

darylbowman

Develop Customizations

Why is System.Net.Http.dll not included in 24 R1?

Why is System.Net.Http.dll missing in 24 R1 when many variations are included?@Dmitrii Naumov

4 hours ago

kseal60Freshman I

Configuration and Installation

Numbers Appearing for Access Rights

Hey there, The access rights for various forms, such as the Wiki form is showing numbers instead of "Granted” or “Edit” for example. Here you can see that numbers should not be showing up. Thanks!

4 hours ago

eucciferri35Jr Varsity I

Construction

Adding a financial period range to a project generic inquiry

I am trying to add a parameter that would let me choose a financial period range to a generic inquiry I created that pulls cost and revenue data from a projects. It’s basically a modifed WIP report but in a format I can download into excel. These are the tables that I currently have on the report:I can’t figure out how to link the table with the FinPeriodID to the project so I can set a parameter to run the report for a specific Fin period range.

6 hours ago

brianflatenFreshman I

Retail

Suggestions on processing sales order returns

We are using sales orders to process sales. The sales come by Shopify, API (woo commerce) and manual. Creating sales orders works great!Where we struggle is returns/order changes. Our most common situation removing an item from the sales order that is not in-stock followed by partial credits. Currently:Step 1: We go into the sales order and remove the item that is not in-stock. Then we add a non-stock item to the order for exact same amount. Create the shipment, ship it and invoice the order. The reason we add a non-stock item is the order comes in with a payment. If we don’t close the order for the exact amount the payment remains open with balance. Step 2: Since it was paid order we credit the customers credit card on Woo Commerce or Shopify. Then we go into ACU create a return order using the non-stock item with amount of the item removed and any tax. Then we create a refund payment in ACU, attach the payment to the refund order, lastly invoice.Situation 2: As a customer

6 hours ago

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