Discussion Forums

I’m trying to put together a SQL View on CRM Quote data.  In the DAC, CRQuote has an OpportunityID field that ties it back to CROpportunity.  It turns out that field isn’t in the database.  I looked at CRRelation (since I know that ties CRQuote back to SOOrder), but I can’t find a common thread in there either.  I picked an opportunity with multiple quotes and tried to find every NoteID field on the Opp on every NoteID field in CRRelation with no luck.This isn’t an end of the world thing--I can just go back to doing what I’m trying to do with a GI.  But at this point it’s more of a quest--I know that those two tables are somehow related because they get related in the DAC, and I’m really hoping to find out how they are related.

Is there a function in Acumatica similar to C# where I can return the total number of days in a month for a GI Column?For example, I want to return the number of days for May of 2018.  Using C# I can use the statement below to do that.  Is there a function in Acumatica that I can do the same in a GI? This function returns the value of 31.int days = DateTime.DaysInMonth(2018,05); Would also be great if I could also determine the weeks in a month returned as an INT.  But I really need the days.

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!

Want to share with you the way to handle Made-To-Order Products with BigCommerce Connector.Made-To-Order products are special types of products where each item may have a specific unique attributes like text, or painting, or style. I will show you an example of gift spoons with special graving. Step 1: We have we need to create a new Stock-Item that will represent the spoon in Acumatica.For testing purpose you can receive a couple of spoons on your warehouse using the Inventory Receipts form (IN301000). Step 2: Prepare and Export Stock Items to your BigCommerce instance. If you manage images/availability in Acumatica, you should also Prepare and Export Availability and Images entities. Step 3: Since Acumatica-BigCommerce Connector cannot manage Product Modifiers, we should go and configure

Has anyone set up a Budget to Actual report by detail transactions? I have a F/S set up - but need to see comparisons on a line item basis. We do not user Project accounting - which is the only place I can see this as maybe being an option.

Has anyone experienced an issue with using notification templates attached to a report (via report designer) when sending emails? In 23R1 I attached the notification template to a report, which when the report was emailed it would include the notification from the template. In 24R2 this does not include the notification from the template and is blank as shown below.  I cannot seem to find any difference in setup and wondering if it is a bug.  

Hello everyone,I want to customize the ship date by adding a new field from the SOShipment and transfer its content to the Invoice.Does anyone know how I can link the SOShipment and Invoice screens to include this field from the Shipment note in the invoice?I tried to connect the screens using this formula.  Best regards,Pantea 

Hello.We would like to know if it is possible to import sales orders via Excel that contain multiple rows per order and use the automatic numbering feature. We have found several topics on this in the community, but none of them have worked for us yet.Any help would be appreciated.Thank you.

Hi,I am trying to use the “Quick Process” in an import scenario.   The SO already exists in Advanced.  The import contains only the Sales Order Nbr.   The SO has he “Quick Process” actions to “Ship” and “Invoice”.  The Import Scenario comes up with an Error “View: Name Document”.Import Scenario is very basic.  It is attached.I would really appreciate any assistance.  A Sales Order just needs to exist in MYOB. Add the Sales Order no. i the Import Scenario .  And the quick action turned on in the SO Type. Regards,Laura 

Trying to show debit adjustments as negative values in my existing GI but I can’t figure out how to target them specifically. Below are the formulas I am attempting to use: =IIF([APInvoice.DocType] = 'DebitAdj', -[APTran.CuryLineAmt], [APTran.CuryLineAmt]) =IIF([APInvoice.DocType] = 'Debit Adj.', -[APTran.CuryLineAmt], [APTran.CuryLineAmt])Thanks

I'm trying to implement a custom feature switch in the Enable/Disable Features screen (CS101000). In my extension library, I added the following code to a new file named FeaturesSetExt.cs:namespace PX.Objects.CS{    public class FeaturesSetExt : PXCacheExtension<PX.Objects.CS.FeaturesSet>    {        #region UsrCustomSwitch        [PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)]        [Feature(false, DisplayName = "Custom Feature")]        public bool? UsrCustomSwitch { get; set; }        public abstract class usrCustomSwitch : PX.Data.BQL.BqlBool.Field<usrCustomSwitch> { }        #endregion    }}I also added a new Features.xml file with the following content:<?xml version="1.0" encoding="utf-8"?><Features Type="MyExtLibrary.FeaturesSetExt" Key="0">    <Feature Name="UsrCustomSwitch">

We work with Acumatica PCS customers who have multiple tenants, each containing several companies. Currently, we’re finding it challenging from both a timeline and risk management perspective to upgrade all tenants simultaneously, especially since Acumatica requires a single-instance upgrade—meaning all tenants must be updated at once.Has anyone else encountered this situation? If so, how have you managed the risks and operational impact of upgrading all tenants in a single window?Ideally, it would be beneficial if Acumatica allowed a staggered migration approach (e.g., upgrading tenants over a few months) to distribute risk and resource demands. Are there any workarounds or best practices to mitigate these challenges?Appreciate any insights or shared experiences!

Dear Sir,I’m experiencing an issue while trying to open server-side reports using the Acumatica Report Designer tool. I can open local reports without issue, but when I try to access reports from the server, I get the following error:System.Xml.XmlException: Root element is missing.  at System.Xml.XmlTextReaderImpl.Throw(Exception e)  at ...  at PX.Reports.Design.ControlHelper.ReadConnectionHistoryFromConfigFile(...)This seems to be caused by a malformed or corrupted XML configuration file. Based on my investigation, the error relates to the file:C:\Users\<MyUsername>\AppData\Roaming\Acumatica\PX.ReportDesigner\ServerHistory.xmlI’d appreciate your assistance in either:Replacing the corrupted ServerHistory.xml with a valid one, or Confirming if the file can be safely deleted so it can be regenerated by the application.Please let me know how to proceed or if any additional conf

Hi, Trying to build out a GI and needing some help on an IF statement. Here’s the scenario.  If the Lot/Serial class is ‘LOTTED’, then the Lot/Serial Nbr. column should be ‘green’ for ‘LOTTED’ items where it is not empty and ‘red’ for ‘LOTTED’ items that are empty. If it is not LOTTED, then it should be ‘default’. If the Lot/Serial Class is ‘DEFAULT’, the QTY Remaining column should be ‘green’ if QTY Remaining > QTY on Hand and should be ‘red’ if QTY Remaining < QTY on Hand. If it is LOTTED, then it should be ‘default’ in this column. Here are my existing formulas in the respective fields:QTY Remaining:=IIf( [AMProdMatl.QtyReq] > [INSiteStatusSummary.QtyOnHand], 'bad', 'good' ) Lot/Serial Nbr:=IIf([AMProdItem.LotSerialNbr]= Null,'bad

Phocas is an Integration Partner with Acumatica.Using Odata - GI and DACs to retrieve dataincrementally based on date last modified.I have a customer who has changed the InventoryID of an ItemI see that the related Sales invoices also reflect this change. (not sure if this occurs due to a trigger or if the transactions actually map to a hidden Key (other than InventoryID)Unfortunately since the transactional Sales data is load incrementally into Phocos it still contains the old InventoryID. Causing problems.The mitigation for us is to FULLY re load Transaction history but this is not ideal as it increases the server load and time to fetch information.I wonder if there is a non volitile hidden Key for Inventory that I could use Instead of a volotile (renamable) field InventoryID appears to be.Is there a way i can track inventory ID changes to handle the scenario of updating the Historical Transactions we store

Is there a way to narrow this error down to a specific area? I have changed all the fields I have found but says there is still an issue. It is an out of the box report from the system. but on upgrade utilized the old fields/   

I have a service order with an inventory item on an appointment, but the item did not flow through to the invoice.  I am not sure how this could happen.  Any thoughts?

Hi Acumatica,I created an Item for a Produce.There are multiple transactions and changes in Current Cost.Upon running the Cost Roll. There is a value in Pending Standard Costand click Update Pending. On the Stock Items Screen, the Pending Cost Updatedand Update Standard Costand the Current Cost is now Updated.

Does anyone know what happened to this on the 24R2 version? We just moved from 23R1 and its gone.   

We have a few clients who are looking for a more Robust RFQ solution than the standard Acumatica process can provide right now. The biggest issues they are facing is the volume of parts that they are trying to quote, from a variety of suppliers. To manually go through and select the RFT winner on these items is extremely difficult and time consuming. Is there anyone out there using a different solution?  We are evaluating SourceDay, but were hoping there might be a few other options out there!

Hi All, We moved to 24R2. When we search an item (first snippet) nothing is returned and need to use the magnify glass - but in the old version 23R1 we would get results to choose from (2nd Snippet). Anyone see this before and how to resolve it?  

Good day,I have been trying to get some confirmation on setting up Multi-currency report in Consolidating Reports.  So far, Velixo is no help.  I was wondering if adding our Canadian company to the current P&L Consolidated Report was as simple as adding the Acumatica Reporting Ledger to the list of ledger on the the report.  Has anyone done this?  Or have you set up the Consolidated P&L and Balance for USD reporting with other currencies.  I need to include a CAD in USD to the Velixo reports.Thank you.Evan

Hi everyone! I'm in a bit of a pickle.Goal: Take a list from a vendor of all the Drop Shipped items, make the receipts for them automatically with and Import Scenario, and then go on to the next project.Here's the rub though. Every time I run it, it will run the first line selected, but then skip the 2nd, run the 3rd, not the 4th. Etc. There's some variability if there's multiple lines, but most of ours are single ones. The error I get is:Field: Order Nbr., Value: 001325, Error: 'Order Nbr.' cannot be found in the system.The data is all coming out perfectly on the ones that do run, but I can't figure out why it's skipping like that. It claims it cant see the Order Number, but that feels like a bit of a red herring since the type and order numbers above the ones that don't run is in exactly the same format. 

It seems so many build in GIs don’t do this by default. We have to modify the GI for it to show as a negative number. Would be helpful if this was built into the GIs automatically. Is there any plan to do this in the future? 

Has anyone found a solution to using customer rate tables to calculate the line item billable prices?How do we create rate tables that can be attached to each customer?For example, we have some customers that always receive a 10% discount.  We have others who always receive a 25% discount.  We need to be able to attach the rate table that will be applied to each customer. We could do this in Sage CRE.  Since changing to Acumatica, we have lost this functionality, or maybe I am just missing it in Acumatica. Please let me know how if you have a solution for creating rate tables and attaching them to each customers' account.​@khowe86