Unanswered questions

Hello, We’re evaluating our end of month financials and noticed that labor hours booked without pieces/yield the burden isn’t booked. We’re using variable by labor hours overheard type. We’ve looked over the existing documentation and are still unsure what overhead would be appropriate for booking the burdened rate with labor hours and no pieces. 

I’m looking to confirm that the following business event and subscriber should indeed trigger the “prepare invoice” button on a sales order. This business event is based on a generic inquiry that only shows sales orders with a specific ship zone and a status of open (so once the sales order is invoiced it will no longer be shown on the GI)XML To the GI is attached Action Execution: I can’t seem to get the business event to trigger for all of the records that already exist. I’m not sure when a new record will be added. Business event XML is added as well.Note I have tried the Raise Event: be “For Each Record” as well and wasn’t able to get it to initially run. Another thing I tried was counter filtering my GI so there were no records and then remove the counter filters so records would appear and that did not trigger the business event either. 

The AP Bill is generating a warning stating that some bill lines differ from the corresponding lines of the related Purchase Order. We have verified that the PO, Purchase Receipt, and AP Bill values are consistent, including the quantity, UOM, unit cost, amount, and PO line linkage. However, the detailed warning for the related PO line shows an Unbilled Quantity of 0.00 KG and an Unbilled Amount of 0.00 CAD, with a unit cost of 4.2000 CAD per KG. What else could be the reason for this. ?

We are a small manufacturing company but use projects to track both our shop jobs and field jobs.  Currently the process to allocate materials to a field job is prohibitive.  We will do the following steps 30-60 days prior to the job being on the schedule.  Project inventory is turned on.  1) a transfer has to be created to move the materials from free stock to project stock (this then removes items from availability.)  Then the items are added to a PR Sales Order for shipping.  PR sales order does not update inventory or GL.  Then an inventory issue is processed when the materials leave the shop relieving the inventory from the Project Stock location and costing it to the job.How can we issue the materials (reserve) them for the project in the inventory so that the items don’t show available for other orders but would still be shown as in the warehouse until it is shipped to the project.  If we do an issue up front, it removes the items from available inventory, however the stock is s

Is it possible to delete an activated Product Configurator? Is there a way to delete the Product Configurator that was created in the Pilot tenant, When the Production tenant was created, the Product Configurator was copied from the Pilot tenant to Production. However, these Configurators do not have any Production transactions associated with them. I want to delete those transaction but system is not allowing to delete.

I just created this KPI, and I’m trying to pull the OrigOrdeNbr to know the Original Owner. NOT the new ownerAll the records are pulling the OrderNbr Owner.Like the records below its showing 2 different OwnersI need help in finding out how to get to the OrigOrderNbr Owners.

All, I have an issue/question very similar to the one below, posted a few years back: As it stands now, any sales or cs rep can view any note or email activity attached to a business account or customer. This is a good thing as reps will often fill in for others when they’re afk or on vacation etc.But we now have a particular Business Account that’s being developed by our C suite where sensitive information is being shared. We could take this off channel, so to speak, but it’s easier to track by keeping it in Acumatica. But as it stands now, any sales or cs rep could view the activities attached to the BAccount. We would like (for now) to have this limited to only our CEO, COO and CFO.Is there way to lock this down? Once the BAccount is converted to a full Customer it won’t be an issue. As it stands now we would like to have some sort of role-based viewing but I don’t think it would be possible without heavy customization. Thanks!

Hello,I am trying to make the records on the Approvals screen scrollable on Modern UI, rather than going through pages using the Next button. The screen is scrollable in Classic UI by default, without any screen-level change.For this requirement, I added a TypeScript extension as below: import {    removeDecorator,    gridConfig,    GridPreset,    GridFilterBarVisibility,    GridNoteFilesShowMode,    GridPagerMode,} from "client-controls";import { EPApproval } from "src/screens/EP/EP503010/EP503010";export interface EPApproval_P24KEPApprovalsRecordsPerScreen_converted extends EPApproval {}@removeDecorator("gridConfig")@gridConfig({    preset: GridPreset.Processing,    showFilterBar: GridFilterBarVisibility.OnDemand,    allowUpdate: false,    showNoteFiles: GridNoteFilesShowMode.Suppress,    defaultAction: "EditDetail",    pagerMode: GridPagerMode.InfiniteScroll,    adjustPageSize: false,})export class EPApproval_P24KEPApprovalsRecordsPerScreen_converted {} But even after publishing the

Dear All,  How to display two currencies in a single report, such as the BS (Balance Sheet) and PL (Profit & Loss)? How to set up a Chart of account so that it can accommodate all currencies? and how to configure it if a specific currency is required for the Chart of account linked to a cash account?

Hi,I am creating a new Inventory Item Label with a QR code. This report is intended to generate inventory by warehouse and will be used with the Scan and Count feature in the Acumatica Mobile app.At present, the report is displaying as blank, and I am unsure of the root cause. I would greatly appreciate professional assistance in resolving this issue. Thank you.

Hi everyone,We’re getting the following error when importing timesheets for two specific employees:[SubAccountID] cannot be found in the system. Please verify whether you have proper access rights to this object. The import works for other employees.Has anyone encountered this before? Could this be related to the employees’ Subaccount, account, or payroll setup? What configuration should we check to resolve this?Thanks!

We need to be able to generate time cards for all hourly employees for the year and have them in the “On Hold” status, without all the manual effort.We currently use the generate time card feature in the employee setup screen and generate a year’s worth of time cards for each needed employee.  This however creates the time cards in the “RELEASED” status and we have to then go into every single one of them and manually change them back to “On Hold” so time can be added to them.  This is a HUGE waste of time and it sems like this process should be easier.

Hi Partner,I want to ask. how to change the Chart of account currency from IDR to non-IDR? Our customer wants all the chart of account contain all currency (IDR, USD, etc). But how to setting in Acumatica? Because as I know we must choose one currency in chart of acacount for connect to cash account Will be grateful for your solution. Thank you 

When I try to release an issue (IN302000), I get PXLockViolationException error:Question: does the tstamp in each ARTran row in the database need to match the PXCache somehow?  Which object in the cache do I need to look for?

I’m getting this error when attempting to export a GI to an excel file using the Excel export button.  Any idea how to avoid getting this error AND get my Excel file?

Hello Everyone, so I want to release the Translation Worksheet and there is an error“Inserting 'GL Transaction' record raised at least one error. Please review the errors. The currency assigned to the denominated GL account (112001) is different from the transaction currency”. I know the error because I set the currency on Chart of Account (COA) because the COA was uses to set up Cash Account. The Chart of Accounts (COA) entry we configured for the Cash Account requires a currency setting; is there a way to set up a cash account without specifying a currency?So we can remove the currency in the COA?Please help me to solve this, I have been explored and try to create use AMR for the reporting, but it doesn’t work because when entering the formula, I can't directly pull the rate from Currencies Rate.Our Base Currency is IDR and we want to Conversion to USD.If you guys have any suggestion or advice, that would be very useful, I really appreciate you kindness. Thank you. 

We need to the ability to have negative quantities on service orders so we can return items from a customer and back into inventory, while giving the customer credit for that return.

I have a working import scenario that imports purchase receipt, but when there are multiple receipts for the same PO line number with different lot numbers then only the last receipt for that line is imported.Any ideas? 

Acumatica 2025 R1Hello everyone,I added two custom statuses to the Case workflow:X — Warten auf Extern (Waiting for external) V — Wiedervorlage (Follow-up / Reminder)They were added using Workflow → Add State and configured under Workflow → Fields → Status.  The statuses work correctly on the main Case screen. The Status dropdown displays their descriptions correctly:X → Warten auf Extern V → WiedervorlageHowever, in the Related Cases grid, the same statuses are displayed as their raw values (X, V) instead of their descriptions. Standard statuses such as Closed, Released, and Pending Customer are displayed correctly.  Why are the custom workflow statuses displayed as raw values in the Related Cases grid, while the standard statuses are displayed with their descriptions?Is there a recommended way to make CRCaseRelated.Status correctly resolve the descriptions of custom workflow states in the Related Cases grid?Any guidance or examples would be appreciated.

I have a generic inquiry containing filters and pivot tables When I tried to switch to the modern UI no results were given and an errror message “Object reference not set to instance of object” was displayedI then made a copy of this generic inquiry, published it and tried again to switch to the modern UI (without the additional filters and pivot tables) I still got the same error. The pivot tables on the original generic inquiry are also used on dashboards

 I'd like to know why I'm getting this error, since I've only run the following commands:*npm run getmodules*npm run build-devand when I tried to compile my screen with the following command:npm run build-dev --- --env customFolder=development screenIds=AR303020, it showed an error in the tsconfig.json file.Can you guide me on how to fix this? Thanks in advance. This is my version of ts 

Has anyone had any success in updating product availability to Amazon for multi locations? For example we have an East and West coast warehouse. We have Amazon setup with these two locations and specific shipping templates. However we have been unsuccessful in updating inventory in Amazon from Acumatica to account what is in each location accordingly. Amazon telling us this can be done, but no one seeks to know how in Acumatica

Is it possible to override the default WIP account in a production order when using a labor transaction? I need to hit a COGS for shop labor GL and not a manufactured products/material GL account. Reason being, the GL account for labor is in the account group for a labor line in the project cost budget. The default WIP is linked to the the materials line item in the cost budget. So I am having to post an extra project transaction that reclasses from materials line to labor. I would like to avoid this if possible. If there is a better way to get hours/dollars into production orders and accomplish the same, I’m open to that as well. I feel like it shouldn’t be this hard and I’m fighting the system. 

The fiscal year starts in June, set up correctly in the Master Financial Calendar. But @YearStart in GI/dashboard filters still resolves to 01/01, not the fiscal year start  it seems tied to calendar year, not the Master Financial Calendar.@PeriodStart/@QuarterStart seem to respect the fiscal calendar fine  just no fiscal-year equivalent.Is there a supported macro for this, or is filtering on GLTran.FinPeriodID (e.g. Period 01 of current FY) the recommended workaround?

Hi AllI’m setting up Employee Timecars & I want users to Enter their AL (Annual Leave)However I don’t want the AL Earning Type to be associated with a Labor Item. Hence I’m runing into this error.Is there a way around this.