Discussion Forums

Hello,Is there any current functionality that allows for item substitution on a PO?

       We are a traditional enterprise, and our picking operations still mainly rely on printed pick lists. Currently, we are considering introducing scanners. However, due to certain reasons, we do not want to switch our main picking method to being fully reliant on scanner operations. The method we hope to adopt is as follows: Print the pick list, which includes a barcode. When the picker starts picking, they scan this barcode to mark the beginning of the picking process. After the picker completes picking, they scan this barcode again to mark the end of the picking process. --- Actually, this is our core requirement: we want to record who picked which shipment and the duration of the picking process.       3.For actual data entry, we still rely on the current shipment screen, where basically all fields are pre-filled by default, keeping the operational method the same as it is now. With that said, does Acumatica natively support such a process?

I have created a new local installation of Acumatica as a test bed and created a user with the hope of using OData access to pull the data from Acumatica. The user that I created was assigned the role of API user and the Tenant name is Company.I can log in as the admin user interactively but when I try to use Postman to simply get a list of OData exposed generic inquiries (I exposed one so there should be something on the list) I simply get the 401 Unauthorized response. The url I am trying to access is: http://localhost/ACUERP/t/Company/api/odata/gi/Please give me some direction on this.Thanks in advance!

Screen SO301000 added new checkbox to sales order line using the customization project editor. New field shows in column configuration for line in details tab. When the field is moved from available columns to selected columns and I click OK, the field shows on the line for a second and then disappears. I examined the generated HTML and I see the field there but the colgroup element for my column has a width of 0px?I have reviewed all the layout properties and they look correct to me, must be something simple I am missing but I am a newbie. Thank you in advance for your assistance.ASPX code for field:<px:PXGridColumn AllowNull="False" DataField="UsrIsShowOnPrint" Type="CheckBox" CommitChanges="True" TextAlign="Center" ></px:PXGridColumn> 

With the B2B features of Shopify, an order may be placed for a customer having terms like 30 days. The Payment entity only supports importing from Shopify.  If the order is paid in Acumatica how can that information be sent back to Shopify?

 I have been trying to change the name of the service order label, but without success. Searching through the Acumatica files, I found a TX.cs file that contains the names of the titles and fields. I tried to modify it using HTML, but I don't know how to publish this screen in Acumatica.Thank you in advance.   

Please see below screenshot: I verified the $354.21 operation MFG to Inventory is the summary of material $270.01 and labor $84.20. but how can I see the list of $354.21, is there a way to run a list what “operation MFG to Inventory” is made of? Thanks 

Good day,We are having a quite an issue with BOM/Production Order unit cost converting correctly. EA to SQIN“Originally the SQIN converting numbers was incorrect.  Based on prior issues, the below corrected the issues since the PR determines the unit cost.  We use FIFO. We did the below to correct the situation.So far, we have adjusted the Stock items to correct SQIN converting amount.  Did an adjustment removing the inventory for these items down zero and then did a receipt for the quantity in EACH to bring them back into inventory at the unit cost.  Recreated the BOM (using the copy command) and still the unit cost is showing the EA unit cost where it should show the SQIN unit cost.  The production orders material totals are eating up the inventory and out whack.  We can’t change the unit cost on the production order to match the BOM (not why that is not allowed).  Everything lines ups to expect the BOM/Production process is in sync.I am at a lost for next steps.  Any assistance.  I

Good day,I have two Cash Entry transactions that show they were cleared.  Since they are cleared they don’t show on the bank reconciliation; however, the bank rec is out of balance for the exact amount.  The CA Account is correct; the COA is correct and don’t see any issues with the transaction.  The clear date is in the same month as our Bank Rec.  I could not find where it was cleared.  The transaction was entered directly in the CA module.We are at a standstill.  We can process the July Bank Rec and suggestions?  Ideas?  Do we reverse the transaction and then reentered?  How could this happen?  Same period.  It happened on two transactions entered on the same date for the same Cash Account.Anyone have a corrective solution?Evan  

I need to show the attribute description in the grid on the Line Details popup of the Purchase Receipts screen (screenshot attached). I tried adding the description field via customization, but it’s not available there. From what I can see, the description comes from INLotSerClassAttribute. Do I need to override the grid’s view to include it? If so, what’s the best approach?  Here the Description is not available. Lot Serial Class Screen Purchase Receipts Screen 

I use Acumatica’s default inspection tools to find the business logic code. However, sometimes I run into issues. For example, in the case shown below, the grid’s view appears as lotSerialAttributes in the Element Properties dialog. When I click Actions → View Business Logic and try to locate where lotSerialAttributes is defined, I’m unable to find it. I also opened the POReceiptEntry file in Visual Studio and searched there but still couldn’t locate the definition.  Please let me know whether I’m missing something, or if there are any other approaches I should be using.

Hello,I am having trouble getting a parameter with lookup to =Report.GetFieldSchema('ARShippingAddress.State’) lookup works but returns an empty list, I am guessing that I need to indicate the country for the lookup or something I am missing ?Any help would be greatly appreciate it.

In a Customer Profile the Primary Contact section has an Email data field with a button to create an email to the Primary Contact. When selecting that button, the email address is the To line of the email does not auto populate with the email from the Email data field in the Primary Contact section:The Customer Profile also has an Additional Contact Info section with an Email Data Field and a Create Email button. When selecting this button, the email address from the Additional Contact Email Data Field in auto-populated in the To: line of the email:The odd thing is if there is an Email address entered into the Additional Contact Info Email Data Field and the user selects the Create Email button from the Primary Contact Info Email Data Field the email from the Additional Contact Info Email Data Field auto populates in the To: line of the email. Even when there is no email entered into the Primary Contact Email Data Field the email from the Additional Contact Info still auto populates in

Once a GI gets beyond a few Data Sources the performance of the Generic Inquiry screen becomes very slow and non productive.  Having to wait 15 seconds just to go from the parent Field to the Child Fields is the definition of poor performance.As an implementation consultant, GIs are fundamental to transformation of data to information.  The tools should be efficient and the Generic Inquiry screen has become fat with features but slow with performance.

Dear partners,Could you please share your feedback on the integration with CFMA Benchmarker? Do your clients use it? Is there anything that we should improve in the integration?Any thoughts will be greatly appreciated.Thank you!

Does anyone know where this perm lies? I need to activate it so a user can edit a customer contact. I have searched in Sales Order, Receivables and Hidden but have yet to find the correct perm.

I have a prepayment that was applied to a SO. For some reason the correct amount of money was not transferred to an invoice, and I had to manually apply part of the prepayment to the invoice document. But now the “transferred to invoice” total does not equal the same amounts of all invoices (that are paid via that prepayment) Below are some screenshotsPrepayment:Application History: As you can tell there is a remaining balance and applied to order but the sales order still has an awaiting payment status.

Hi Team,’I am getting this error when I try to select an inventory item in journal transaction entries.  Never got it before; I am the administrator so makes no sense, and I cannot address on own. Cannot accrue and have Inventory IDs listed on accrual entries and therefore cannot bill (again…) the xxxx project until this is corrected.  Please advise.

Hello, I cannot find the Prepayment to apply for my bill. Can some help me with it ?  

Hello everyone,I’m new to Acumatica, so apologies if this is the wrong place to ask. I recently installed Acumatica 2025 R2 and successfully created an instance using the U100 demo data. I’ve been really interested in exploring the AI features, especially the Anomaly Detection functionality, after watching a recent webinar where it was mentioned that these features are available now.I also read through the Acumatica 2025 R2 Beta documentation, which states that the Beta release gives early access to the code and requires contacting an Acumatica Partner and completing a Presales Support Case to participate. However, this didn’t seem applicable to my situation.When I go to the Enable/Disable Features form to enable GL Anomaly Detection, it prompts me for a license and won’t let me activate the feature. I’m not sure if there is a generic license key available that could be used to test or demo this feature. I tried the license key that is provided in S100 System Installation and Maintenan

I made a mistake when applying the wrong prepayment to the bill.I want to reverse the check and payments then it move me to create Debit Adjustment. After creating a mess, i totally lost now.Can someone help me to solve this issue ?  

Newbie question for 2024 R2 - Entering a line on the Details tab of SO, the profile default Branch populates as expected but user needs to change to a different Branch.  The Financial tab Branch remains unchanged displaying the user profile default Branch.Where is the setup option to have SO Financial tab Branch follow the Details tab Branch dynamically? 

Recently we had the requirement to create a Generic Inquiry and Report with parameters to filter on a date range using both date AND time to account for multiple labor shifts. I could not identify a schema field that included a time component, so I created two additional string parameters for the time components.  I then parsed the time parameter and added the corresponding number of minutes to adjust the start and end dates in the GI/Report condition.  I also had to make an adjustment for UTC, which works differently between the GI and the Report.  GI search screen:Condition on the GI:It seems a bit hacky, but it does do the trick.  Has anyone else encountered this requirement and possibly found an easier method to provide the functionality? 

Good day Is there a way to add 2 checkboxes on a GI’s columns and to be able to check them with an import scenario whenever needed?   

Any ideas!  Customer cannot generate an invoice from shipment.  A Sales Order invoice can be generated manually and an AR Invoice can be generated manually.  However, from the Shipment, the error ”‘Invoice Nbr’ cannot be empty” is returned.  Below shows that the numbering sequence for invoices related to the sales order type is not manual.   Thank you for any thoughts/solutions!