Discussion Forums

Hi! I need help pulling some information from the customer account in Acumatica.  I need the bill-to address and bill-to info found under the billing tab of the customer profile.  I also need the customer’s shipping account information when we ship using the customer’s carrier and account coming from the ship via field on the shipping tab of the customer profile and the carrier account also found in the shipping tab of the customer profile.If someone could send me screenshots of how to set it up as I don’t completely understand how to find and pull the information from tables it would be really appreciated.  Otherwise, I would have to go through accounts one by one and and manually fill this information in.Thanks! 

Basically the following record doesn’t allow me to navigate, even though I have the same setup on another screen and it works, maybe its something I’m missing with Many2many and parent child setup, when I pick a record nothing happens and the field resets to the value of the current recordI was basically going for a Many2many relationship between my custom dac and the Contact dac, and having in a FormGrid screennamespace Telemarketing{ [PXPrimaryGraph(typeof(TeleMarketerListMaint))] [PXCacheName(Messages.TeleMarketerList)] public class TeleMarketerList : PXBqlTable, IBqlTable { #region ListID public abstract class listID : PX.Data.BQL.BqlString.Field<listID> { } [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = ">CCCCCCCCCCCCCCC")] [PXDefault()] [PXUIField(DisplayName = "List ID", Visibility = PXUIVisibility.SelectorVisible, Required = true)] [PXSelector(typeof(Search<TeleMarketerList.listID>), t

I have a customer who uses EDI.They will send me an order for items and a display case.I want to invoice the items via EDI, but NOT the Display Case; that case has to be manually invoiced to the customer’s platform.Is there a nice way to do this? I’m trying to avoid asking them for 2 orders, but I can’t think of a better way to isolate these Display Cases. THANK YOU!

We work with hundreds of vendors, some with whom we can drop-ship and some we cannot.  Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?

i am getting error when i process sales order with in-store pickup option. I have Laval already mapped to my Ship Via. Each time I process the order, it creates a new field as pointed with a red arrow. Can you help me fix this? Thank you! 

Hello Team,I have a business case where there is an Purchase Order with 10 items. When doing receive we found out Vendor only send 4 items but already issue invoice for 10 items. Question: which record to use in this case to record 6 missing inventory?Expect Accounting:Record for missing inventory  Debit Credit Inventory missing Account  Amount   Payable Account   Amount Record when Vendor ship 6 items back  Debit Credit Inventory Account Amount   Inventory missing Account     Amount  Thank you for your attentionYên Chi

Hello. Is it possible to create the Active directory user via API or Import scenario. The import doesn't create the user, even though it completes the import. Failing on the API side as well - I can create the native user but not API

I have a list of customer ID that I need to filter. Instead of entering them one by one in the Condition tab, is there a way to upload or write the list of Customer ID in a formula so that the result of my GI would only show from the list? Is in condition does not seem to be working for me or am I doing something wrong? Thank you for your help.  

Hello,When creating sales quotes from opportunities the window keep the "Set New Quote as Primary” tick box selected by default for all the quotes created.  Is there a way to keep this ticked off for any subsequent quote created after the first quote? Thanks,Dulanjana

I am fairly new to ACM and would like some help on editing my purchase orders GI. Just as the GI shows the Order qty and the Open qty, I need to be able to see the "total qty on receipts".Additionally, I need a condition where it only displays the purchase orders where the "total qty on receipts" is not equal to the Order qty.Can anyone give me the steps to do this?

I have read that Acumatica is working on running on Linux with .NET Core. Will Apache / Nginx be the web server used? Would PHP be a better solution than .NET Core?Can Acumatica run on Apache on Windows?

Hello all,How can I calculate the original subcontract amount for an individual subcontract? Or where can I find it?The Ext Cost column looks to be dynamic but I’m looking to keep a track of the original cost too.

I have managed to add two custom fields to the Line details (Time and Material) of the pro forma screen.We need them to be editable once the status is closed, but in doing so using code, all the fields are editable which is a bit dangerous as the invoice is already released. I then checked the workflow and it has no setting for disabling all the Pro Forma Line line (All Fields) in the Closed Status.  I thought, lets add it.  Still all are editable. Really need to stop all the other fields from being editable so hoping for some help here. My code:  public class ProformaEntry_Extension : PXGraphExtension<PX.Objects.PM.ProformaEntry>  {    #region Event Handlers    protected void PMProformaTransactLine_RowSelected(PXCache cache, PXRowSelectedEventArgs e)    {            var row = (PMProformaTransactLine)e.Row;          if (row == null) return;        cache.AllowUpdate = true;       PXUIFieldAttribute.SetEnabled(cache, row, true);       PXUIFieldAttribute.SetEnabled<PMProformaLine

I’m trying to find the budgets for the individual 12 months are. GLBudgetLine is supposedly where they are, but they’re not there. How Can I add these budgets to a GI? 

Using the Amazon integration.  Does anyone have a way to automate the batching of deposits from Amazon Payments?  

Hi AllMy organization is looking to implement e-signature in our Acumatica instance.The proposed use case scenario is for customers to use an epad to sign on invoices when they receive it from our sales team.Can this work with the current esign customization that is available, please?If not, are there any options available?ThanksAmit

Hello all,I am trying to add an employee selector field in Projects (PM301000) screen. below is the code that I had applied, but it doesnt work:[PXSelector(typeof(Search<EPEmployee.bAccountID>),            typeof(EPEmployee.bAccountID),            typeof(EPEmployee.acctCD),            typeof(EPEmployee.acctName),            SubstituteKey = typeof(EPEmployee.acctName))][PXUIField(DisplayName="TestEmployee")]

Looking for a Time Clock device that is compatible with Acumatica for employees to clock-in/clock-out of manufacturing work orders. This is possible with the Acumatica APP with an android scanner such as the TC21. But it is not practical for a shop of 20+ production employees who are clocking in and out of production orders often. It requires the user to login to the application. It is clunk and time consuming. We need the employee to be able to scan a badge and WO barcode to clock-in and out of work orders. This is nothing new to the manufacturing world. https://www.acumatica.com/cloud-erp-software/manufacturing-management/manufacturing-data-collection/ Based on Acumatic-Automated-Data-Capture-ADC-Playbook.pdf it sounded like this would be no problem. But, we have yet to find anyone who can recommend a time clock that will work for this application. Summary from the Acumatica PDF: TIME CAPTUREMany time clock applications can beconfigured to collect data for shop floorlabor reporting,

Help. I need the following reports: Sales By Customer By Product & Sales By Customer By Revenue

I encountered the following situation in AP: Created and released an AP Bill. Reversed the Bill from the Bill screen, which created a Debit Adjustment. In the Debit Adjustment’s Financial tab, the Original Document Ref shows correctly. Released the Debit Adjustment, but did not apply it to the original Bill. When I went to create a Payment for the original Bill, the system still allowed me to proceed with no warning or comment about the existing Debit Adjustment. Since it was not applied, this could result in duplicate payments/entries.Question:Is this the expected system behavior? Shouldn’t the system warn or block payment creation when there is an existing unapplied Debit Adjustment linked to the same Bill? Or is the correct practice always to apply the Debit Adjustment immediately after reversal to avoid this risk? Shouldn’t there be a system alert or block if a Payment is being created for a Bill that has a full-amount Debit Adjustment linked in Original Document Ref. but not

I am testing Acumatica before we go live.  We imported sales invoices (not released), and I wanted to run a GL Edit report to make sure everything went to the proper GL.  However, when I run the report, nothing shows up.  I know that the transactions are in the system, because they are in the AR Edit Detailed and AR Edit Summary reports.  Any advice on how to troubleshoot this?

Hi Team, I added two custom fields on the approval screen and displayed data based on the bill using the RowSelected event. The data displays correctly. I also tried using the RowPersisted event, but the issue is that the filter is not working on the field. Could you please assist me in resolving this? public class EPApprovalExt : PXCacheExtension<PX.Objects.EP.EPApproval>  {    #region UsrProjectId    [PXDBString(255)]    [PXUIField(DisplayName="Project Id", Enabled = false)]    public virtual string UsrProjectId { get; set; }    public abstract class usrProjectId : PX.Data.BQL.BqlString.Field<usrProjectId> { }    #endregion} 

Hello everyone, I am in the process of creating a generic inquiry that shows an inventory valuation by date. The reports that are pre-built with Acumatica only show by financial period. The most important column is the quantity on hand (which is used to calculate the value of the inventory).Here are my joins: Most of my joins are on inventoryID or siteID.For quantity on hand I am using this:[INLocationStatus.QtyOnHand]The problem is that the quantity on hand that I am picking up is simply the latest quantity on hand, rather than the quantity on hand as of the date chosen in the parameter:  Does this seem to be a conditions/parameter issue? I am in the process of testing with trial and error on the conditions and parameters. Maybe there is another table I should use for qty on hand? Thank you all for any input.

Is it still the case that MX is not supporting BMO Business accounts as mentioned on below ?Any other recommendation if the above is true?We were able to connect bmo business to acumatica but we are running into some missing bank transactions when you retrieve the transactions.

We have a client who requires branch-specific UOM conversions.For example: In Branch A, Item 1 will have 1 bag = 100 kg In Branch B, Item 1 will have 1 bag = 75 kg Is there way we can restrict this or define branch specific UOM conversion.