Discussion Forums

Is there a way to see the quantity as a supply on the destination warehouse on a transfer order.You can see the deduction on the source warehouse from the TR, but the destination warehouse doesn’t seem to account for the quantity coming in from the the TR order. For example, if one warehouse is sending 2 to another warehouse, you can see the 2 being deducted. However, I don’t see a column for the destination warehouse for 2 as a supply quantity. 

I’m trying to add a custom field in the mobile app to the Appointment Details screen, and I have not been having any success. I am able to add and remove existing fields, but the custom field will not appear. It is in the Web Service → Service description and its value is displaying in the field on the FS300200 web page.This is how I have been attempting to add it. I’ve been using the remove command to verify the mobile app is reading my latest update, so I’ve tried it without that as well.update screen FS300200 {  update container "AppointmentRecords" {      remove field "Other#Description"      add field "ServiceOrderHeader#CustomerJobName" {        displayName = "Job Name"        placeAfter field "Description"      }  }} This is the field in the FSServiceOrder DAC extension: public sealed class FSServiceOrderExt : PXCacheExtension<PX.Objects.FS.FSServiceOrder>{        #region CustomerJobName        [PXDBString(100, IsUnicode = true)]        [PXUIField(DisplayName = "Customer J

Hi, My first time posing a question so please bear with me.  We are still in the process of implementing Acumatica and are at the UAT1 stage.When sending Requests for Proposal the request is only being sent to one vendor and the file attached includes all other vendor requests.  How do I set this up so the email goes to each vendor with only the corresponding document attached? Thank youJacqui

I would like to be able to change values in one column at runtime. Is it possible to do that with a prompt or maybe in the Import by Scenario screen to change all the values in one column in the grid?AI suggested that this can be done by: Defining a Parameter on the Import Scenario Referencing that parameter in the Mapping (e.g., using a prompt variable) Having Acumatica prompt the user at runtime and inject that value into the mapped column for all rows It may be hallucinating since I wasn’t able to find any info on that.

Hi Everyone,I am working on Acumatica 25R2 and have added three custom unbound DAC extension fields to the Expense Receipts (EP301020) screen. [PXDecimal][PXUIField(DisplayName = "...", Enabled = false)]public decimal? UsrReceiptLimitPerBaseUnit { get; set; }[PXDecimal][PXUIField(DisplayName = "...", Enabled = false)]public decimal? UsrMaxReceiptLimit { get; set; }[PXDecimal][PXUIField(DisplayName = "...", Enabled = false)]public decimal? UsrReceiptLimitDifference { get; set; }These fields are calculated in a graph extension and display correctly in the web UI. They are added to the ASPX page under a custom group called Receipt Limit Details.I am now trying to display the same fields in the Acumatica Mobile App.I updated the Mobile Application customization with: update screen EP301020 { update container "ClaimDetails" { add group "ReceiptLimitDetails" { displayName = "Receipt Limit Details" collapsable = True collapsed = True templ

When I open the browser console and write something like:function disableBranchSelector() { console.log("Disabling branch selector"); $('.branch-selector__button.dropdown-toggle').prop('disabled', true); } it works from the console and the dropdown is locked. But when I write this code in the Customization Project Screen Editor (as I usually write JS), it doesn’t work. I think the Sales Order screen JS doesn’t have access to this part of the screen, and that’s why it doesn’t work. How can I disable or hide this dropdown? What can I actually do with it? 

How can I customize the system to not allow a user to change the Branch if certain conditions are met?  

I am creating a GI where I want to show GL account wise period wise and branch wise ending balance and turnover amount .Column A     |  Column B  | Column C |   Column D           | Column FGL Account  |  Period       | Branch      | Ending Balance    | Turnover amount   In the above GI (also attached the XML file ) , the ending balance and turnover amount for each GL account is not showing the correct data when compared with the Account Details screen.  

When entering a Clock Entry for Production Orders, the Order Type dropdown displays "No Value", even though there are two Production Order Types configured in the system.In the Mobile App, the Order Type is automatically populated based on the Default Order Type specified in Production Preferences. However, when creating the Clock Entry through the application, the system is not displaying the available Order Types and instead shows "No Value" in the dropdown. As a result other order type production Nbr is not visible in production Nbr field.Could you please confirm whether this behavior is expected and advise why the configured Production Order Types are not being displayed for selection?we can select the order type when we enter the Clock entry in web browser from drop down menu

Hello Everyone,We have one of our client working with 24R2 (24.212.0010) Shopify Connector and observed a discrepancy during Refund sync due to that the behavior is not consistent across RC orders created manually and synced through connector and this is specific for a serialized product associated with Lot/Serial number. Can you please review the scenario and help us with root cause identification and possible fix.Acumatica RC Order Reflection for a Serialized Product:• Created receipt with serial nbr 101. • Created order and selected serial. • Created & confirmed Shipment and released Invoice.• Created RC, selected this Invoice, Line Details pop-up updated with that serial. • Create Receipt, Confirm Shipment, and Released Invoice.Acumatica Connector RC Order Reflection for a Serialized Product is Not same as of Manual RC creation:• Created receipt with serial nbr 102.  • Created order in Shopify and synced to Acumatica. • Created shipment but on confirm Shipment got error for ser

Hi,We upgraded to Acumatica Cloud ERP 2022 R2 Build 22.212.0046, and since  then we are getting this error every now and then. Our users are getting tired of this already.Any one experiencing the same issue? 

I’m currently testing the ability to find out what lot codes of consumables (like glue, RTV, fujipoly) or serialized parts were used in a serialized product. When I use the As Built Configuration and type in the serial number of the product, I am only shown the details of the parent production order. I’ve set the “Levels to Display” to a higher number than 1, which should have expanded the view to include child production orders, but nothing changed. My company is currently on version 25R1. Would appreciate any assistance getting the As Built Configurator working! Thanks!

How can I customize the system to not allow a user to change the Branch if certain conditions are met?

Hello, Acumatica Team.I want to highlight an issue that I'm facing on Screen IN303000, Adjustments. I have imported an excel file of list of items that require adjustments.I have observed two issues that I'm facing - 1. When I Import list of inventory products on Adjustments screen, new random 15 - 20 entries with quantity zero are added which are not in the sheet.2. When I delete those items and then save the items already there; when I click 'Save', new random 15 - 20 entries are again added. Is this issue only on my side or is it prevalent across all acumatica users. Furthermore, this issue is observed in another user with Inventory Managment rights as well. This issue is preventing me from Releasing the Adjustments. Can anyone please help me with this issue?​@Chris Hackett 

Sorry if this is a dupe. I'm sure it's come up before, but I wanted to see if anyone has actually got it working lately. I’ve seen a few posts, but they are older versions and I haven’t found any with it actually implemented, just general ideas.Basically, when we email an invoice using an email template, we'd also like the files attached to that invoice record to go out with it.If you've got it running, I'd love to hear how you did it and roughly which version you're on.Thanks in advance!

Do my best to explain the issue. See bullet points below.Have project with more than three invoice milestones (main reason for using project is that these are change orders which we want to see the profitability on) Have to manufacture finished good which will not realize revenue for until shipped through sales order (unless there is another way to do this inside project) Need to automatically debit unearned revenue once finished goods shippedI think the difficult part is that I have a project which I’m invoicing out of, dr. a/r and cr. unearned revenue is what sounds correct at that point. But not sure how to make it auto realize revenue and dr. unearned revenue once finished good is shipped. Any thoughts on how to do that or if you have a better way given the milestones, I’d appreciate input. 

Hello, Has anyone had issues with this? Acumatica is not importing all types of transactions from the BAI2 file. Specifically transactions coded to 495 but we are now going through and double checking to see if there are others.

Looking for ways to import from acumatica the template id media url and the matrix item medial url.  The idea is that if one of the matrix items is not available to sell in shopify then Acumatica will mark that variant as not sellable and shopify does not show that specific image of that matrix item in the shopify listing page.   Any suggestions? Thanks!

What is the FSSODet.SiteLocationID default logic? Can this only default from the Inventory Item or can there be a customer or warehouse default?When I add an Inventory Item to a Service Order the warehouse populated from Branch Location Default (i think) FSBranchLocation.DftSiteID but the SiteLocationID never defaults.This isnt an issue for manual entry of Service Orders, I can just set the value. Adding stock items to Service Contracts...im running into issues generating the schedule.Any guidance would be appreciated!

Does anyone know why the Cost Code is not defaulting when I assign Staff Members in Appointments, even though I'm using the Default Cost Code on the Default Project Task?This is preventing us from using the Calendar Board to have our scheduler assign technicians to unassigned appointment while scheduling. We receive the following error…“Error: 'Cost Code' cannot be empty. Please specify the default cost code for the related service order type.” 

Consider the following scenario that based on my understanding will work as described.  EMail comes into an Outlook Inbox.  From this message the user uses the Acumatica Outlook Add-In to CREATE CASE.  The case is created and the email is listed in the ACTIVITIES of the case.  From this point forward for the case, the user wants to handle all communication from inside the case.  If the user replies to the initial email from within the case screen ACTIVITIES, that email reply does not get tagged with the [Case ########]?  If the person who gets that email replies, even though we have Incoming EMail Processing turned on for that email account, since there is no tag of [Case #######] in the subject, it will not automatically get linked to that case?  Am I understanding this correctly?  If so, how do others handle this?  Do you just manually add [Case #######] to the initial reply so that all future emails in this chain are processed and linked correctly?  Did you create a customization to

We are consistently being reached for declarations and certifications for our products mostly via third party platforms on all regulatory compliance: Prop65, RoHS, REACH, Conflict Minerals, PFAS, POPs, and TSCA. When my searches for Acumatica - Manufacturing capabilities aren’t yielding Construction and Financial compliance I’ve been directed towards the Certifications tab under an inventory item, or directed towards the Quality Management.Looking to further explore the management Acumatica provides and am curious how others may be managing suppler declarations for components and raw material in Acumatica. 

I am currently encountering a specific case regarding the Purchase Price Variance (PPV) logic on the system and would appreciate your insights on it.Here is the exact sequence of documents: Purchase Order: Unit Cost = Y Purchase Receipt 1: Unit Cost = X Purchase Receipt 2: Unit Cost = Y AP Bill: Unit Cost = Y (applied to Purchase Receipt 1) When I Save the Bill, Estimated PPV Amount = 0, I Release the Bill, the system automatically generates and recognizes a PPV Adjustment.Could you please help me understand under what specific scenarios or configurations the system behaves this way? 

we are looking to a pricing type based on Project Price Class vs Customer Price Class.  Has anyone been able to accomplish this in the system.  We were exploring a customization for this but the price is coming back at $18,000.  i am looking to see if anyone else has come up with a solution for this.  We have 5 products with 6 different prices.   Thanks in advance for any ideas.  

This is the2nd or 3rd time it has happened to us that we have seen a change in permissions or other misc weird issues after a patch was installed.  Prior to the patch install last week PM role was able to create a task on the activities tab of a project.  We use it to manage/request a permit for a project.  After the patch it was greyed out so they no longer had permission to access it. I fixed it but I am frustrated because it not always easy to find the permission since the permissions are so granular its a time burden. I am trying to get all depts to do everything inside Acumatica rather than using Word/excel but it doesn’t help my case when I have users complaining because now they can’t get in.