Discussion Forums

I am attempting to import locations into one of our warehouses.  It is only allowing 10 characters for location ID but I was told 30 characters are available.  Where do I go to increase characters to allow all 30?

!--startfragment>ScenarioWe have two screens: the Case screen and the Service Order screen. The goal is to carry over specific field values—Unit and Property—from the Case screen to the Service Order screen.On the Case screen, these fields are implemented as selectors. When a user clicks either the “Create Service Order” or “View Service Order” action, the Service Order screen opens.To reflect the same data in the Service Order screen, we’ve added corresponding fields for Unit and Property as read-only text boxes. However, these fields are currently not displaying the values as expected.I suspect we’re close, but something—likely a missing linkage or binding—is preventing the data from flowing properly (I am new to Acumatica). Here's the code I've implemented so far.  Can anyone help me here ? !--endfragment>  public class FSServiceOrderExt : PXC

Does anyone know how to put multiple dates on bills for payments? Say there is a bill for $800, it needs broken into 2 dates July 30 for $350 and September 1 for $450. I tried with credit terms installments but it does not break the bill out. 

Been working in Acumatica for about a year now, helping with setup and keeping processes moving. I’m at the point where I’d really like to connect with other users in Arizona, preferably around the Phoenix metro area.I’m trying to dig deeper into what Acumatica can do, and I’d love to have a few local contacts to bounce ideas off of. Thinking about something as simple as grabbing coffee or lunch and just talking shop.Might sound a little odd, but if you’re an Acumatica user in the area and want to compare notes, share lessons learned, or talk through best practices, I’d be glad to connect.

Hi!Does anybody knows how I can re-use the barcode function (button) that is in most warehouse management screens within the mobile app?I want to put that object in the sales order screen in the mobile app so it help me to find inventory ID using barcodes.Thanks!!

Currently using 2023 R2 and will soon be updating to 2025 and I’d like to know if I can continue using endpoint version 22.200.001 or if an update will be needed. Where can I find the list of supported web service endpoint versions? Thank you!

If you have Advanced Planning and Scheduling enabled, does the Fixed Manufacturing Leadtime do anything to Action Dates on planned supply in the Inventory Planning Display? Help seems to indicate that it is not considered, and that is what I am seeing, just checking to make certain this is the case.

Hi CommunityIs there a way to update GL with cost and accumulated depreciation when taking on an asset.Example - asset taken on with an existing accumulated depreciation at a point in time.You need to turn off GL Update in order to enter last depreciation period and accumulated depreciation in the Balance tab but turn it on again before saving the asset.The batch created is only for the cost and the GL batch need to have the accum. depr. added manually.It’s not a show stopper but creates unnecessary work.Any ideas would be appreciated. 

Is there a way on acumatica settings except customization to auto pull the default shipping intructions atleast “Ship Via” and “Shipping Terms” fields? Already tried things on Customer class and have default on this.  

Hello!I am working on a generic inquiry and I want to access the data from the Incoming Documents sub screen. The problem is that the APRecognizedTran DAC is labeled as hidden, so I can’t access it.I am not completely sure that I understand how the process works, but I think that the records are inserted in the APTran table after they save a recognized record, so the APTran DAC is not working for me. Any help is appreciated! 

Can someone tell me how Acumatica is calculating the Qty on Demand and Qty on Supply within the Prepare Replenishment screen?  For some of my products, I can easily see that the Qty on Supply is pulling open Purchase Orders and Kit Assemblies but there seems to be something else pulling in that I’m missing.  I cannot figure out at all what the Qty on Demand is pulling in.

Hi,I have a selector field defined like this at DAC level, #region UsrSalesOfficesAP [PXDBInt()] [PXUIField(DisplayName = "Sales Office")] [PXSelector(typeof(Search<TSSalesOffices.recordID>),             typeof(TSSalesOffices.salesOffice),             SubstituteKey = typeof(TSSalesOffices.recordID),             DescriptionField = typeof(TSSalesOffices.salesOffice),             Filterable = true)] public virtual int? UsrSalesOfficesAP { get; set; } public abstract class usrSalesOfficesAP : PX.Data.BQL.BqlString.Field<usrSalesOfficesAP> { } #endregionIn Classic UI, the option's display mode is set to "Text", so the screen shows the text value, but the database stores the integer.I applied the following in the Modern UI, but it’s not working as expected. I’ve included the Modern UI code belowHtml

Hi Acumatica Community,May I ask for documentation on migrating fixed assets in Acumatica?From uploading of GL and FA Balance (SL)?Thank you!

I’m trying to add the primary contact’s name to my email notifications when emailing AR Invoices, e.g. Dear John Smith.But when I try to add a data field, I only get the Primary Contact ID number, e.g. Dear 6689In an earlier version I was able to use the “Attention” field, but now that field is greyed out in the Billing section. I have to manually override the settings and add the contact. Is there a way to add the greeting without having to override all my contacts? It’s too easy to overlook that tab. Thanks

We are a division of a user of Acumatica .  It’s hoped that our division will start using Acumatica  sometime next year.Our parent company is primarily a plumbing/HVAC/electrical installation and repair company.  Manufacturing was a sideline with non-repeating work, small quantities, and flexible due dates.  We are a tier one manufacturer and we were bought (in part) to expand the parent company into large quantity, repeating work .We have been using another ERP program for decades (with occasional upgrades, of course).  We’ve created inhouse solutions that fit our process better or add features that aren’t available yet; all built on the ERP data to expand capabilities.I had little to do with the roll out to our parent company – except for providing some tricks for data extraction and compilation.  I am new to Acumatica . Questions and plans (sorry for the length and I don’t know what I don’t know) :Would two instances be needed?  Our present

Client would like to enter notes as they are creating/adding to sales order via matrix items and have these carry over to the SOLines when they click Add & Close.  Is this even possible?As far as I can tell, the notes/attachments on the matrix table view don’t actually do anything currently.I’ve done many customizations, including to matrix items (with much help from ​@Zoltan Febert) but this one looks like another tricky one where I need to override the AddOrderLines method somehow.After clicking Add & Close I can’t find this in the CSAnswers table using:SELECT * FROM Note WHERE NoteText = 'Test Note 123' 

I have a report, attached below, that has several filters. However, One of the filter, Customer, can be selected, but doesn’t filter the report. Any reason why the report wouldn’t be filtering correctly?

I have been working on creating a very simple report. Based on a single view which has 1000 row.To Start I tried adding adding a single column.But only 10 rows are getting printed with the same dataI am attaching the images for the reference 

Hi all,I was wondering if there is a way to get the system to calculate the unit price/cost by updating the ext price/costUpdating the Unit Price to $700 calculated the Ext. Price to $4,200However, updating the Ext. Price did not automatically update the Unit PriceIs it possible for this to happen?Thanks

Hi.  When I am printing the schedule of values on the AIA Report, only the items that are being billed are printing.  How do I get the entire schedule of values to print (including the items not being billed on the current pay application?

We need to 0 the qty of an item that did not come in.When I create the receipt and change the Received Qty to 0, I get error: Quantity must be greater than 0.What is the right process to indicate a receipt is short?

We have a couple of business processes that require us to immediately update sales orders as new records are created in the system - not on a schedule. For example, we need to add the CRDF non-stock item to CO shipping address sales orders as they land in the system for tax calculation purposes.I’ve been able to create GI’s to filter down to the orders we want to update, and a business event that uses an import scenario to add the item to an order. The GI is configured to trigger based on record change, when the record is inserted into the search. We need to do this because we also apply filtering on the GI.I’ve confirmed all the functionality works in testing, but in a live situation the flow fails because of error: 0 records of 1 have been processed. The last error was Another process has updated the 'SOOrder' record. You

I have a GI that outputs QtyAvail for each of our two warehouses on separate rows from the INLocationStatus table. I know to get the total QTY I can group the report by item.In this same GI however, I need to also output the total QtyAvail from both warehouses in the following format:Item - Warehouse - QtyAvail - Total QtyAvailABC - WHS1 - 10 - 50ABC - WHS2 - 40 - 50Is this possible?

Hi all, Does anyone know if there’s a way to pick Sales Order lines without having to create a shipment first?Right now, the only way we can pick is once a shipment’s been created, and we run everything through our WMS. The standard pick/pack/ship process doesn’t really suit our setup, and I’m wondering if there’s a better way to pre-pick stock into a designated area ahead of time?We’ve thought about just transferring the available stock into that area manually, then once the shipment’s created, reviewing the lines and updating them to the right location — but honestly, I’m hoping there’s a smoother, more efficient (ideally system-driven) method out there.Anyone come across a workaround or setup for this?