Discussion Forums

Hi all,I’m trying to figure out if I’m missing a trick, or if there’s a functionality gap here. With Azure Entra SSO configured, and using the SSO Group based Role assignments logic this introduces, I can’t find a way to report on ActiveDirectory Roles/Groups.While I was able to find PX.SM.RoleActiveDirectory, and query this to get information about which AD Groups have which Roles:  I wasn’t able to then join it to a Group name in a way would display, or find somewhere to join against to identify the link between AD group and User. I tried:PX.SM.ActiveDirectoryGroup This has the correct names like it should be providing me the name of the AD groups, but I couldn’t actually get information to display from it. (I think maybe this information isn’t persisted? Though it is possible I’ve got my joins wrong.) Any hints, or confirmation that I’m trying to do something not currently supported, would be really appreciated. My goals are to be able to reproduce something likeAccess Rights by Rol

Hi, I am trying to add a new status called “voided” in the cash sales screen. Right now when I click on the Reverse button, it takes me to the ‘closed’ status. But if I reverse it, I would like it to show ‘voided.’ I did what this community post said but had no luck: Add new status value to Service Contracts | CommunityI am currently modifying a copy of the Default workflow in customization for this screen and this is what I have:   Can someone help me understand what I am missing please? Thanks!

Hello,I am having trouble with one of my reports that compares balance sheet accounts for the current financial period vs. prior financial period. The issue I’m running into is the the prior current period formula isn’t calculating to the last day of the prior month. It only seems like it happens when the current month has 30 days and the previous month had 31 days. Any help would be sincerely appreciated!! This is the formula that we are using:Financial Period for 11/2024Financial Period 10/2024Regards,Brandon McIlhargey

Hi everyone,I’m working on reconciling a bank transaction in Acumatica and encountered a scenario I’m not sure how to handle. I have a single bank deposit (e.g., $96) that needs to be matched to payments or invoices across multiple Business Accounts (customers).Currently, the Match to Multiple Documents functionality seems to only work within one Business Account. However, in this case, the deposit covers payments for multiple Business Accounts, and I need to reconcile this in the Process Bank Transactions screen.Is there a way to adjust the settings or configure Acumatica to allow this kind of matching? Alternatively, is there a workaround or best practice to handle this scenario? Any insights or suggestions would be greatly appreciated!Thanks in advance!

Is there a way to see if an item is in stock when creating a quote? You can do it from a sales order, but not from what we have found for a quote. Was also wondering about weight. We use that to quote freight, but that too is not available from the quote. One idea was to create a 2nd quote form that is used internally. Then add available inventory as well as weight from the other tables to the quote form. Has anyone tried to do it that way? 

What user role is needed to create templates in Payroll?My employee is receiving an error message that says You have insufficient rights to access the object (AUTemplateController)I understand where to add them but I am not sure which role . Their current roles are AR-Accounts Receivable, AR Clerk-Access to AR functions, AR Viewer-Read only access to AR Functions and Viewer  

Can someone elaborate on this step in the Avalara Implementation help guide: 13. Configure AvaTax for nexus states and map companies. Make sure the ID/Code are identical in both systems. What is meant by ID/Code?? I’m assuming it means the Companies, but Avalara is asking for Locations, so not sure where to enter the ID/Codes. As it stands these do no match because I’m not sure where the word “Primary’ is coming from.Acumatica ID’s:  Avalara Locatons: Thanks for any help.

I created a DAC field in a custom DAC as follows.#region ParameterNbr[PXDBString(15, IsKey = true, IsUnicode = true, InputMask = "")][PXUIField(DisplayName = "Parameter Nbr")][PXSelector(typeof(customDAC.parameterNbr), SubstituteKey = typeof(customDAC.description))]public virtual string ParameterNbr { get; set; }public abstract class parameterNbr : PX.Data.BQL.BqlString.Field<parameterNbr> { }#endregionWhen the length of the customDAC.description, which is the substitute key, exceeds 15, the description value is saved in the database instead of the customDAC.parameterNbr. If the length is equal to or less than 15, the     customDAC.parameterNbr is saved as usual. I changed the length to 10, but the same behavior persisted. I want to show the customDAC.description value in the user interface and save the customDAC.parameterNbr value in the DAC.How can I solve this?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!

Can we get a printout of the EFT remittance built into the process?  Just like the system prints cheques and online notification forms, can we get the EFT remittance printed before we move to the batch processing screen?I was able add the button but my report is empty :  Thank you!

Hello- Hopefully this is relatively easy fix and I’m just missing something. So, we’re creating appointments and using the buttons to start travel, begin work, stop work, etc. When the Travel portion of the appointment is completed, the box is checked for Add to Actual Duration. However, when we Start Work, the box is not automatically checked for the work line item:When this box is not checked, the line item in the Details tab defaults the Actual Duration to the value in the Estimated Duration. It could be a setting in the Service Order Type, but is there a way to have this Add to Actual Duration box checked for all log items? Thanks in advance for any help!

Hi everyone, Can someone pass me a code snippet on how to get data from a specified generic inquiry programmatically? (i.e. SELECT * FROM MyGI and return the data rows that I can then manipulate) If you happen to know how to select a GI respecting a shared filter as well, that would be extremely helpful as well.  Thank you-Kyle

Hi everyone,I’m working on a Time & Material billing rule in Acumatica, and I want to implement a condition where a different rule or formula is applied if a Purchase Order (PO) is linked to a Change Order (CO). Specifically, I’d like to adjust the Line Amount Formula to account for this condition.Here’s what I’ve tried so far:My current formula is:=[PMTran.Amount]*CDbl([PMProject.A3_Attributes]) However, I’m unsure if Acumatica natively supports detecting whether a PO is tied to a CO within the billing rule logic.Can Acumatica dynamically identify this linkage during billing rule execution, or do I need to implement a customization (e.g., adding a custom field to flag linked transactions)? If anyone has experience with similar scenarios or can suggest the best approach, I’d greatly appreciate it!Thank you in advance! 😊

Hello all. I am using an import scenario tied to a Business event to update Project tasks. If task A gets completed, tasks B,C and D get completed as well.  This works great except not all Projects have task B,C and D. If I run it and a task is not there it errors our.  Is there a way to suppress the error and continue? Is there a way to see if the tasks exists first and if not skip?I unchecked the “Break on” Check boxes but it still does not work.My rules for task completion are long, and creating filter/rule and scenario for each possible combination would be almost impossible. Thank you all  

Hello Community,I’m looking for a trial Acumatica Cloud instance, can anyone help with this?I tried downloading the trial instance but facing issues while connecting with SQL server, therefore if there is any way by which I can directly access the Acumatica trial account without downloading and setting up with the long process, it would be helpful.Your insights and experiences would be invaluable in helping me get started. Thank you in advance for your assistance!

We have a subreport that displays the correct values when the parameters are manually put into it. When the subreport is added to the main report with the same parameters, the detail lines are out of wack, as in they repeat themselves several times. The very first item should only have a quantity of three with three LotSerialNbrs but end up repeating as single lines with LotSerialNbrs that didn’t belong to the item(s). Then it was decided to try the report without a subreport, and while it looks nicer, the results are still skewed. I’ve included in the zip file the main report and just in case the subreport. If the main report can show items with the proper quantity and LotSerialNbrs without the subreport, that would be great. 

On sales order screen suppose so item is kit item then I wants to show kit details (child item) in popup In Non stock item we created one item with Is Kit field = true. I added tool bar button<px:PXToolBarButton Text="View Kit Details" CommandName="ViewKitDetails" PopupPanel="spKitDetails" />It is visible on customization screen editor.But not on screen.Panel Details:<px:PXSmartPanel ID="spKitDetails" runat="server" Width="600px" Height="400px" Caption="Kit Details"> <px:PXFormView ID="formKitDetails" runat="server" DataSourceID="ds"> <Template> <px:PXGrid ID="gridKitComponents" runat="server" DataSourceID="ds"> <Levels> <px:PXGridLevel DataMember="KitComponents"> <Columns> <px:PXGridColumn DataField="InventoryID" /> <px:PXGridColumn DataField="Descr" /> <px:PXGridColumn DataField="Qty" /> <px:PXGridColumn DataField="QtyOnHand" /> </Columns> <

I created a simple business event with trigger condition that whenever my GI has new line, it should send email notification. I created a simple GI to test it but somehow it is not triggering no matter how I change the GI or BE condition. My GI has the following fields, with condition that only when a field is not blank, the record will only be inserted into the GIFields in my GICondition when record should be inserted My Business Event Trigger Condition 

Dear ALL,How to process a "Purchase with immediate payment" transaction without posting to the "Accounts Payable" account? Best Regards,NNT  

Hi,I’m trying to import BOMs with multiple operations and my import scenario does not update multiple operation IDs. It picks only the first operation and the materials with it. Could you please someone help me with the import scenario and steps that I need to follow?I have attached my import scenario below.Thanks,Dulanjana

I am trying to set up a customization side panel on the Shipment Entry Screen (SO302000), and it will be linked to a report. This report uses SOOrder to join with other table to pull relevant data related to the Order and Shipment (img 2), and it uses ‘Order Type’ & ‘Order Number’ to generate the report.My challenge is that when setting up the parameters for the side panel, I cannot find value from Sales Order to match with ‘Order Type’ and ‘Order Number’ (img 1).   I am assuming it’s because this side panel is set up on Shipment Entry screen instead of Sales Order.Question:  How do I get the parameter value to show up that’s needed from the Sales Order instead of Shipment?Any help would be really appreciated!! (Img 1) - Customization Side Panel Set Up(Img 2) - Linked Report’s Table & Relationship 

We receive payments from vendors on warranty work that we perform.  The warranty “claim” is created as a Purchase Receipt “Return” record.  When we receive an AP credit from a vendor, it is applied against the return receipt and we can then use that credit to pay other invoices from the vendor.We have two vendors that insist on cutting us checks for the warranty payments rather than an AP credit.  The checks come into our lockbox and are processed by our AR team.  It’s a complicated “throw everything over the wall” process to take this payment and ultimately apply it to the warranty claim.I’m wondering if there is a way that I could extend the business account for these vendors as a customer record as well.  AR is very familiar with creating payments for customers (and the lockbox module can do it automatically).  I’m sure I could do it with a combination of customer and vendor documents hitting a clearing account, but I’m wondering if the system already can see “Vendor ABC is a custom

Acumatica will only allow us to add 10 payment methods per customer. This is an issue as some customers have more than 10. All of them are not active, but even if a payment method is inactive, it cannot be deleted if it was used on an invoice.

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Our team is trying to create a business event, however, along the way, we have found that one of the fields we need to check isn’t appearing in the Field Name Box. We know for a fact we have picked right Table Name, but we don’t see the required field. Is there a way to add more fields into the business event?

We have lots of items that need to be marked for production, but I don't want our sales team to have to understand when to do this and when not to. I've utilized the "Make to Order Item" checkbox on the stock item screen and that works great. However, when placing an item on a quote, it does not automatically mark for production. No problem because it's just a quote at this stage. However, when we copy the quote to a sales order, I want all items to automatically mark for production. Is it possible to do this?