Discussion Forums

I have GI. I need dispaly value in this format. How i can do this? 

What’s some opinions on organizing No/Low Code Customizations. ( new added fields, customization creates fields, new checkboxes, minor changes , etc).Would you roll them all into one , with multiple customized screens, separate them by module( sales orders, opportunities, etc). Or one project per change?  I am trying to figure out what makes the most sense for years down the road with the best organization practices or potential issues.  

I’m having a hard time building a GI that will show an original payment reference number and any corresponding refunds associated with that payment reference number. The  ARTranPostBal is referenced but it’s a hidden table and not able to be used for reporting.How else can I bridge these two transactions?

 I entered a value incorrectly in the Project transactions and want to nullify this transaction.I understand Project transactions do not create a Journal entry.How to nullify this Project transaction (amount).  

When i update grid I have this error.   

Hello! We are just starting to use the Purchase Request / Requisition functionality and we wanted to automate the conversion of Requests → Requisitions. We are going to primarily use this functionality for three types of purchases:General Purchases: Non-SO related goods that can be used anywhere (can be multi-vendor) Quoted Purchases: Quoted goods that are specific to a SO and must be ordered by the quote. By Description Purchases: Typical PPE, Office Supplies, Software, etc. However, I am getting stuck when trying to create automation schedules for these goods. I am having trouble building an automation schedule that creates requisitions by the specific vendor (for general purchases) and another automation schedule that creates requisitions by the specific quote (for quoted purchases).  The two issues are, firstly, when I run an automation schedule for General Purchase requests, I find that regardless of the vendor, all processed lines get combined into one big requisition. The second

Hi Acumatica People,I was looking at the body of generic Inquiries and report designer reports associated with booking. For us, the order register report looks like the closest thing to a starting point for a booking data. Some ERPs provide some report snapshotting (e.g. Oracle Applications has Period End Inventory reporting feature which you can set-up inventory snapshotting as an end user). I don't see anything such as this that is out of the box? We already have Power BI configured and licensed for our legacy ERP and a small warehouse. I don’t think we missed anything and we will continue going down the road of setting up/configuring our small data warehouse for Acumatica (e.g. configure data retrieval using OData).Is there any out of the box reporting feature one can configure for snapshotting? 

Could Acumatica try to avoid Optional Arguments, because we could not using    [PXOverride] to override the methods with Optional Arguments?  

Good morning!I was asked to edit our Sales Order Email template so that the customer can reply to the salesperson for a more targeted communication. I can pull the sales persons name without issue, however how would I like their email address as well? I’m not sure where to find that. Is there a way to reply to the email and automatically have it go back to the sales person on the order? Thank you!Brent

We have multiple staff members assigned to an appointment and they start at different times.In the mobile app, the “primary” driver starts the appointment. We tried for others to start their appointments at different times with the “start” button as well, but it did not work for us.We did log their time manually on the log tab in the mobile app as a workaround. Is it possible for all assigned staff member to start and complete the appointment automatically when they select “start” and “complete” or is it only possible to capture individual time manually through the log tab on the app?Is there a configuration or flag that I am not seeing?Your input is greatly appreciated. Thank you!

GI question - trying to pull both ytd and mtd sales from ARTran.  I can filter ytd in GI conditions, can I then filter the MTD on the results grid?   Do you have an example of the result grind filter somewhere for this ? 

Hello,We left quickbooks and switched to Acumatica.  A feature in Quickbooks that we miss is the ability to see if a quote or invoice was viewed (screenshot below).  Can we know if a customer clicks on a quote or invoice in Acumatica? 

Vanilla CodeWhile i develop customization i met a problem while publishing\building screen, related to QuerySelector id “formSlotA01” isn`t unique Error occured during HTML merge for 'EP208000', original source will be used instead. Error: Error: Element ids are not unique: id=formSlotA01 tags=QP-FIELDSET,QP-FIELDSET My codeI renamed it manually. Second formSlotA01 to formSlotB01 and it is published correctly. So i confused, it`s a system bug or im miss something? 

Hello,    I have found this postHow to resolve the issue when the vertical alignment style not working in a report | Community  But is is 4 years ago post. I mean, until now, is it the only solution to this issue?

I want to add two new parameters in the AR Balance by Customer Report. I’m using Report Builder to modify the report. What changes should I perform in the Build Schema of Report Designer in order to filter both invoices and payments within the selected date range. Furthermore, if there are any other alternatives then please help me with this issue. Thank you.

I am getting examples of null reference exception error for some event handlers in 25R2 such as the following:  [NullReferenceException: Object reference not set to an instance of an object.] PX.Data.Generic`2.SearchAdapted(TGenericDelegate genericHandler, IEnumerable`1 classicHandlers) +258 PX.Data.Generic`2.GetClassicHandler(TGenericDelegate handler, Boolean remove) +100 PX.Data.RowInsertingEvents.AddAbstractHandler(Action`1 handler) +88 PX.Objects.IN.GraphExtensions.LineSplittingExtension`4.SubscribeForSplitEvents() +198 PX.Objects.IN.GraphExtensions.KitAssemblyEntryExt.INKitLineSplittingExtension.SubscribeForSplitEvents() +18 PX.Objects.IN.GraphExtensions.LineSplittingExtension`4.Initialize() +309 PX.Objects.IN.GraphExtensions.KitAssemblyEntryExt.INKitLineSplittingExtension.Initialize() +18 PX.Data.PXGraph.CreateInstance(Type graphType, String prefix) +573 PX.Web.UI.PXBaseDataSource.CreateDataGraphAsSingleton(Type type) +593 PX.Web.UI.PXBaseDataSource.CreateDa

Hi Acumatica Community,Is there a way to lock out a specific tenant?Thank you!

I recently downloaded the Report Designer. I copied GL.63.30.00 from the server and modified it and then saved to the server as GL.63.30.02 then I went to the site map and added a line for the new report. The problem I get is, the report does not populate on the site. It also doesn't generate when I try typing it into the link (https://globalwide.acumatica.com/(W(29))/Main?ScreenId=GL633002). When I copy the 002 URL into an existing line, it says “You do not have enough rights”.Also, note, when I reopen the report designer and “open from server” and “load reports lists”, my prior saved report generates. So I believe it is in the server OK. I have a feeling I need certain user roles to fix this. Any recommendations? 

How to enable report parameters in the report Is it done in acumatica UI or in report designer I only need the parameters to appear. Not looking to modify the data/content in the report.  

I am add new document type to invoice. I need hide "REOPEN" if Invoice was released with GL transaction.Introduce "VOID" action for Invoice.Upon VOID, perform prompt for the user to enter the Date/Post Period for the Reversing transaction. Reverse the original GL batch associated with the Invoice move status of the Invoice to VOID. The document cannot be changed/released/deleted again and would still be attached to the original GL batch number, and add the link to the reversed batch number. Any idea how to do this?

Customer wishes to chnage the customer status to Hold based on attribute changeCan this be done in a Business Event ?  How would you update / chnage the status?  

Is anyone aware of a way to specify Favorites as the Home Page on a user profile (SM203010)?  Since the Favorites functionality behaves like a pop-up and not a full-fledged screen there doesn’t seem to be a way to select it.  Any ideas?Thanks!Laura

Is there a way to notify users in their acumatica home screen about an alert or change . In other words a system wide message that notifies the users in their acumatica interface (not sending or receiving in email).For example : ‘we are upgrading our acumatica system in one month” something like this , that is broadcasted to  the entire users without sending them email. And it is visible as soon as a user logs into acumatica.

I mistakenly created a cash return and want to void it but do not see an option to void .  

Hi Acumatica -Not sure the quickest way to relay this to you, but the update that you released overnight in the App Store is now unusable for automated warehouse operations.  We use the Pick, Pack, Ship function daily for our warehouse team, and a few of the iPads that we have set to ‘auto-update’ downloaded the new app and the screen is squished together so small that it is unusable for my team.  It would be great if you could address this quickly and release an update to fix the issue.Thank you.