Discussion Forums

Good dayOur Marketing manager wants to connect  Campaigns to Leads to Contact to Opportunities/Quotes and Sales orders.  The issue is that the Source, nor the relations information flows from one transaction to the next.  i have created to GI however this the problem; if the relations are not entered I can’t attached the information from Lead to Contact to Opportunity/Quote to Sales Orders.  The main goal is to try associate the source campaign to the sales order and if there is no sales order than to the opportunity and if there is not opportunity than to the lead.  Each steps requires another input; our sales rep are not going to that. Questions,  What is the best way to set up a relationship.  From the Leads?  Or Opportunity?I have made a GI that can get the Campaign from the Opportunity to Sales Order.  However it is missed the issue of a Opportunity without a sales order. The ACM Campaign by Sales Order GI works but does not show the transactional wo

hello all,I am looking to add an additional line of extra charges into each project AR Invoice using Billing rule. And the amount for this additional line would be 10% of the total invoice amount. How can I achieve this? I tried creating a specific task & account group for this, added this in Billing rule but the billing rule isnt going on this step.

We have a custom field on our Sale Order screen that is set to the party responsible for delivery charges. Our business rules indicate that if the value of this field is set to Our Company paying for the delivery charges, there is a specific Non Stock Inventory ID that must be on the Sales Order. My concern with setting up an approval map to catch when this field is set but the required Inventory ID is not included in sales lines is with how I assume Acumatica will do the matching.If my rule says Sales Order → Delivery Charges Paid By = Our Company and Sales Order Lines → Inventory ID <> INSTALLATION, it will be matching every line of the sales order and putting the document into approval, rather than the logic if NONE of the Sales Order Lines match.Am I correct in my assumption of how this will be processed? If so, is there a workaround to achieve the desired result?

We are 2.5 months in on the process of design with our business partner and looking to chat with another contractor regarding loading the prior year balances for projects in progress at end of year, so your current year over/under billing calculates properly.     What level for the FYE did you need to load to ensure the current year activity was properly reflected on your work in progress and completed projects schedule to reconcile to your financial statements.     Thanks in advance, we want to do the level necessary, but don't want to overcomplicate things if it isn't needed.  This is my first post.  i hope this is appropriate to pose this question here. Thank you for any insightMary DavoltBerger Contractors, Inc. 

Hello experts, Canada PST is a retail Sales Tax that applies when taxable goods, software or services are acquired in in some provinces like B.C. or brought into B.C. for use in B.C., unless a specific exemption applies. The exempt companies apply and receive an exemption number and letter. We can enter this exception number in the customer profile and select what kind of exemption is. So far so good. In the Taxes configuration we have a checkbox called “Include in VAT Exempt Tax”. This checkbox is enabled only if the “VAT” is selected as Tax Type. We need to keep the PST as “Sales” because it is what really is and importantly we are expensing it on purchases as it is not VAT so can be reclaimed.I can do a bit of customization to make the checkbox available on Sales as well but I am not sure what is going to be the side effects.What logically system should do is to allow in customer profile user select the exemptio

I have a couple of automation schedules that have been running daily for a few months. For no apparent reason, they stopped a couple of days ago. You can see the Next Execution Date for the first two is 3/29/2025, but today is 4/2/2025. Other schedules have continued to run since:Can a scheduled event be re-triggered somewhere or manually run? Is there anything I can investigate to try and discover why these have started failing without notice? 

Hello,We currently have Acumatica set up as a single company with multiple branches. We are looking to limit certain employees to a singular branch. I’ve set it so when they log into their account, it is set to their branch but they can change it easily. I’d like to set it so once it is set to their branch, that’s their home. Please help. Brent

Hello mates!I know about struggles with upgrades between major Acumatica versions. Even regular minor updates sometimes bring the pain.So I was thinking, one does spend so much on testing and acceptance, on troubleshooting and fixes, I bet it just never pays off, whoever you are - either a VAR or an ISV. Maybe there is a way to cut it by doing automated tests? Basic or advanced tests that cover most critical business scenarios. It does sound quite simple yet challenging. How do you get through upgrades? Do you have any automated acceptance testing in your company?Maybe there are developers who could do it for a fair dollar?

We are trouble-shooting an error with several customers with the Last Message of ‘404 not found for the record’ The record is present in BigCommerce and is updated with the sync. Just trying to understand what the 404 error is from. Any advise for trouble-shooting this error? We sent this to support and it has been months with no answer or resolve for the errors. (There are several pages too!)  

Hello Everyone, We are trying to  Extended DAC Fields in the Sales order details grid field classic to Modern UI .SOline DAC has 4 extended fields need to display it in the modern UI Sales order screen.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Sales order screen details tab grid.  classic UI screen shotModern UI screen shot : fields missedHTML fileTypescript file 

I have added a Extended DAC fields to the Sales order Screen And how to convert the Extended DAC fields into the Modern UI . 

We would like the ability to expose the Calendar Board to the Mobile App so we can view current staff availability when we have emergency jobs.  

Hi EveryoneI have a question about reversing depreciation. While I was able to reverse depreciation following recommendations from these two discussions. https://community.acumatica.com/financials%2D7/reverse%2Dfixed%2Dasset%2Dpurchase%2D8689I did it by creating fixed asset transaction with transaction type “Depreciation+” with a negative transaction amount. I realised that this action does not reverse the “depr. to period” under balance - book. This creates an issue where when we attempted to perform correct depreciation again for the same period (where it was reversed before), this asset does not show up on Calculate Depreciation, as it is considered already depreciated for that month by the system. 

The substitution list screen has a selection for an Acumatica table and field.  Does this mean we can use fields from Acumatica tables for the substitution?  For example, we are importing data and the customer in the Excel file is the customer external reference, so I’d like to substitute the import value using the AcctReferenceNbr in the Customer DAC with the AcctCD.  I have tried a few variations of the below and it doesn’t seem to work.Does the substitution list support this functionality or will we have to manually maintain individual values in the original/substitution value list?Thanks,Kurt  

Hello all,Where can I find or how can I calculate the cash at the beginning of the period?Thanks.

I have a client using Pacejet that handles their shipping. They are running into an error with  Pacejet because the DHL API is pushing a foreign currency into their system. DHL does not have a currency converter on their end so they are telling our client to set up the Currency Type in Acumatica.  Our client is not currently using Multicurrency Accounting.  I am wondering if anyone has had to set this up for their clients for Pacejet only and if so what it entailed and if they ran into any issues with it. 

Hello, we are trying to accomplish the following in our system:Track material and product scrap/cycle count adjustment by part number, lot, scrap code/reason, cycle count reason. Track defects (production scrap) in sortable fields and down to material or defect code. Entering scrap (and reporting) allows to report by component, sub-assembly or finished product level. Track scrap per stock itemThere are a few methods that we know of, but each has it’s drawbacks from our perspective, summarized below. Does anyone have suggestions for the best approach to overcome the issues noted? There may be some gaps in the procedures outlined as we are new to the system. Method 1: Scrapping Against the Production OrderThese are the general steps as we understand them, please confirm or correct as needed:Scrap action in the BOM must be set to “Write-Off” or “Quarantine” In the Move transac

Hi,I have a custom screen , I need to get the total amount of the header level based on the sum of line amount of the grid level. as per above screenshot, I have taken the multiplication of A and B to the C column. Likewise I have to get the value in C column for each row which were added in the grid, Then I need to pass the sum of C column to the D field in the header level. for that I have added below code snippet in rowinserting event handler but it’s not working, only the C value is calculated. decimal? amount = this.APProformaItems.Select().FirstTableItems.ToList().Select(x => x.Amount * x.ProFormaQty).Sum();// Acuminator disable once PX1048 RowChangesInEventHandlersAllowedForArgsOnly [Justification]item.DetailTotal = amount; decimal? LineAmount = row.ProFormaQty * row.Amount;

In a perfect world where dreams come true, I envision my trial balance screen having arrows at the top where I could just click to advance or go back one period at a time. Does anyone know if something like this is possible? 

Is there an option to run the trial balance summary report for the entire year rather than one period? 

Hi team,When receiving drop ship items, I cannot add serial#’s.We need to be able to track the serial#’s also for drop ship orders.Thank you!Monika 

I am trying to understand the Entities sync settings better. We have Stock, Nonstock, and Template finished products with Export Mapping Active fields established. I noticed on older products mapped to the Website, the Export Map settings are not installed on the products in the BigCommerce. Is this due to the fact it only reads this mapping once when the External ID is assigned and the first sync occurs?  I went to the SKU in question in Sync History to manually sync it to see if the fields fill in on BigCommerce, and they did not.  I noticed this because some products have the fields filled in on BigCommerce, and others don’t. Yet, the Acumatica file has not been updated. I am guessing that the active export mapping settings were not active during the first sync. Any ideas?  

I would like to display the Day of the week in a GI,  Either display, Sunday, Monday, Tuesday, etc… or display, 1, 2, 3,   Where 1 is equal the first day of the week etc… So for Document Date,  I would like to see  Document Date   Document Day10/6/2023          Monday  

Hi, I’m trying to better format a Dashboard Table to show whole dollar rounding for some of our GI’s. I’ve been scouring different DACs and Community posts trying to find a ‘whole dollar’ schema that would provide a right aligned number with comma separators and no decimals. (#,##0).I’m able to use these parameters for Report Design and Pivot Views, but cannot find a schema to use with this format. I’m hoping I’m just way overlooking the solution to this and maybe someone could help me out. I’d really like to avoid creating a Customization to achieve the formatting.

I would like to create a report that includes Inventory ID, Description, Lot Number, Warehouse, Location and Ending Balance ONLY. The system seems to be only pulling transactions which ends up looking like duplicates on the report itself OR the lot number is completely empty. Is this a limitation?I found this previously posted: