Discussion Forums

Hello,Would like to inquire - is there any way of calculating the Freight Cost of local carriers by the number of packages on the Sales Order?Eg. each box = $15 freight cost, if the SO is to be auto-packed in 10 boxes, the freight cost should become $150.So far, I have only been able to calculate the Freight Cost by weight (per unit) or per shipment (net) for local carriers. Whereas our carriers charge directly based on packages, not weight.

How would you use Acumatica to track the cost of goods issued to a customer over the course of a year or more where the customer is billed monthly for services and stock items?Would you use projects? Service Contracts? Contracts? SP orders or Service orders? Or a combination of those features? Projects seems to be the only module that Acumatica advertises the ability to track cost and gross profit but it seems overkill for standard contractual businesses. It also doesn’t track cost in the cost budget from SP orders without some decent upfront configuration and maintenance of that configuration. Service Contracts/Service Orders doesn’t have the extensive report functionality that projects does and it doesn’t appear to have the ability to track the costs of issued materials from that service order on the service contract to get a good gross profit number the contracts module doesn't seem to allow the sale or issuance of stock items at all but it d

Hello Acumatica Community :) Does anyone know if setting up commissions at the order level instead of the line item level is possible? OOTB commission system assigns commissions to each item in SalesOrder. I’m not sure if I missed a setup option that would allow me to assign it at the order level. Thanks!

Hi Folks, I am new to Acumatica and loving it so far.  I am going through the classes with my team and I didn’t see this exact topic in the community (my apologies if I missed it)!  Is it possible to apply a debit memo to an invoice to INCREASE the amount of the invoice? Thank you! Jason

Hi all,I’m trying to figure out some user auditing that I don’t think I can reach via the UI. There’s an Operation column in LoginTrace, and it would be useful to know what the different numbers there might translate as.  Does anyone have a key?(the particular numbers I just spotted are 2 & 4,1 (Login)& 16 (Screen accessed/modified)I think I understand, though obviously I could be wrong.

Adding the Terms defined on the customer to the customer Statement Report.  AR641500The Customer table is part of the standard report, but when I add any of the Terms_ID fields to the report I get an error saying it is invalid.  Any thoughts?I have tried all 3 of these with the same results.  This is under Customer in the tree shown in the image below. 

I am creating a GI that gives me service orders that were created on Saturday and Sunday or after 4pm on weekdays. What do I use for filters??? I tried @weekstart+5 and @ week start+6 to get Saturday and Sunday but it doesn’t pull anything.I don’t even know where to start for the after 4pm on weekdays.Help!?

Hoping someone else has a solution to an issue we’re having with customer tax exemption records and new locations We recently noticed that when a customer is setup with a Tax Exemption Number and Entity Usage Type those values are saved to their default customer location - However, when new customer locations are created, the values from the default location are not copied over to the new locationWe are using Avalara for a our tax provider and we have a BigCommerce store connected to both Avalara and Acuamtica - BigCommerce maintains a single Customer Tax Code (analogous to Entity Usage Type) at the customer record and all customer orders, regardless of address or location, are processed using this tax code and exemption. Acuamtica keeps this record at the location level and calculates only off the customer location values Because of the above, when a customer changes any of their shipping information online, the s

When I was Processing a requisition the following Error has occured Error: Inserting the 'Requisition' record raised at least one error. Please review the errors.Error: 'Creator' cannot be empty. 

Issue/Current Behavior:When Compliance Preferences (CL401000) > Through Date = Posting Period End Date, the lien waiver  Through Date = end of the posting period of the Payment. Expected Behavior:When Compliance Preferences (CL401000) > Through Date = Posting Period End Date, the lien waiver Through Date = end of the posting period of the AP Bill.Source: Compliance Preferences (CL301000) > Through DatePosting Period End Date (default): The lien waiver is applicable through the last date of the posting period of the AP bill, which is specified in the Post Period box on the 

My business has some customers that come and pick up their orders.  Shipping would like to automatically notify them once the order is picked and packed. Currently, we select Customer Pickup as ShipVia, it allocates, picks, packs, then sits in Shipping status until someone notifies Customer Service it is ready for pickup, then they contact the customer.  Once the customer picks up the product it moves from Shipping to Completed - for inventory and order tracking purposes.  I thought I just needed to create a conditional Automation Schedule based on Status and ShipVia for a Business Event for an Email Notification - (new type).It will not let me tie the Automation to the Business Event. 

We are currently using Acumatica Payments.  We have some charges that we are running directly on the gateway that we prefer to handle as a Cash Entry (as it will never connect to an AR document-it is a reimbursement to offset an expense). When using the Import Settlement Batch function, we have the option to “Hide” the missing transactions from the deposit.  My question is, will those “hidden” transactions need connected to something eventually?  Will they prevent us from closing a financial period or year end?  I do not believe they should as there is no GL impact but want to confirm before continuing to “hide” the missing transactions.  Additionally, once the deposit is released, will these hidden transactions move to “transactions excluded from deposit”?  

Hi Everyone,I am working on a P&L monthly analysis report for projects. but I am having trouble on how to configure the totals’ column, i.e. when I run the report for example for March. it will show columns of Jan and Feb with zero since there are no figures in those periods as you can see the screenshot, but in the totals’ column it will show the totals from all the other previous periods not just the ones in the report which is ideally supposed to be zero. If there is anyone who knows to solve this, please help out.This is how it’s set it up in column sets. 

I did a customization to add a GI to mobile. It’s used in a dashboard, and adding the GI was necessary so the dashboard widget will redirect to entry screen in mobile when a record is opened. It worked great for months, but an issue came up recently after republishing customizations. The two tabs of the GI (All Records and This Month) appear under “Other” in mobile app. They were not there before. In my code I set visibility to false. Company really does not want All and This Month to be there. No idea why it suddenly became an issue. Other customizations were published recently but have nothing to do with this one. Below are screenshots of the GI tabs in web, mobile, and my code, respectively. Thanks in advance for help!  

Is it possible to turn number format to letter format in a reportE.G: 100 I need like this → One Hundred 

I am very new to Acumatica. I am learning to create cusotmization project.I want to Create a functionality using Event in Acumatica. If I select the AccountCD field I want the Accoutn Name to auto fill. How can I do it and what are different ways to do.If I get a sample code for is much appreciated!!!

Hi All, I am trying to create a business event to schedule reports weekly. This will be order report that needs to be send on one vendor only  weekly. What will be the logic for that? Should i use Vendor and SO for dates and in GI? I am stuck in creating Gi only.These are the parameters of report Please help thanks

Is it just me or is Acuminator not showing Row events in the code map?I’m running version 3.1.3 on VS 2022.I’ve uninstalled it and re-installed.I was pretty sure that I’ve seen Row events listed in the map in the past but maybe something on my side has changed?

I am trying to figure out the best way to load large intercompany mappings through import scenarios. Have anyone done this successfully?

Hi All Did anyone translated Acumatica in Portuguese yet?  RegardsMuhie 

Dear All,I want to create a business event where, if the Sales Order (SO) type is "SO" and the status is "Open," the system will automatically quick process to create and confirm the shipment. I have created an import scenario, but it is not working even though the business event history shows success. Could you please point out where I might have gone wrong?   

Hi All,Is there a way to modify the parameters in the RMA report?For example, I want to add the From Date and To Date fields to the Profit & Loss RMA report in the Acumatica 24.1 version.Any guidance on this would be greatly appreciated.Best regards,Lalith

Hello all,I have created a selector Attribute id as below: I am trying to add this attribute id under Opportunity Class screen, but when trying to add it doesnt show up. Am I selecting an incorrect schema object?As this attribute ID would be used in Contact class, account class, customer class screen. And the data will be forwarded from opportunity to the above mentioned screens while we try to convert an opportunity to create contact etc.

I'm having an issue with my report because there's no Beginning Balance in the Account Details, yet the report is showing an amount. I'm trying to consolidate the two branch, but its showing an amount even though it has no balance. the others is correct  this must be 0