Discussion Forums

Hi, is there a simple way to restrict creating POs from a sales order, if there is no active BOM?

Hi Team, We have a requirement where we are using the Acumatica OpenAPI Specification to make API calls to Acumatica. We are able to find and use the standard operations such as Create, Get, Update, and Delete for various entities. However, we couldn’t find any specification or endpoint for retrieving files or image data associated with these entities. Using the Contract-Based API and the Files entity, we are able to retrieve file data successfully. However, we are unable to locate the Files entity within the OpenAPI Specification. Could you please guide us on how we can achieve the same functionality using the OpenAPI Specification?

I have insert data in View (which is Temporary DAC) on LoadDelegate. But when use navigation it is not load the data.  When accessing a production order through the Production Order Detail menu, it is possible to view and edit the Order Attributes. However, after navigating among orders using the header arrows and returning to the same order, the Order Attributes are no longer visible. They only become visible again after reloading the page.   Example :-    

I am fairly new to import scenarios, at least in building them from scratch. I am importing Equipment records.  I can select multiple records to import and it will show successful with no errors, but will only import the last record on the list. I am probably missing something simple. We are on 25R1.101 below is my import scenario 

Hello, We are new to implementing Acumatica and have run into a major roadblock. I am wondering how are other companies handling the addition of freight costs to inventory movements between locations in Acumatica? Are you using standard features, customizations, or third-party solutions to ensure freight is accurately reflected in inventory value during transfers?

Hello!I have a concern related to bank reconciliations, where the supplier payment (Salary for Internal employees or external supplier payments for multiple Bills) made as a single entry in Acumatica is recorded with multiple lines in Bank Statement as the payment is going for different accounts (Salary for internal employees) or for different invoices (External Supplier Payments). Currently, I am unable to reconcile the Bank Statement transaction line with multiple payment lines of Acumatica due to the reason bank statement line is not fully matched with Acumatica payment. Is there any way that I can handle with this or a workaround that adjusting the Bank Statement manually and importing it to the “Import Bank Transactions” screen?Thank You!

I’m kind of lost on how to use OData with parameters on url using postman. Hoping someone could help me to make this work?​​​​Thank you

I have a billing rule that is just Project Budget Unit Price * Billable Quantity.The Unit Price on the Project = 213.75Whenever the quantity to bill does not end in .00 hours, the Unit Price on the Invoice is calculated to some other value.  There is no currency involved.  What would be causing this? Thank you in advance for your comments!  

Hi,We are dealing with a very large and complex GI that includes massive data, which is causing timeout issues even after applying filters.Is there a way to increase the server timeout, or are there other solutions you recommend for handling such GIs with large volumes of data? ErrorThanks,Prasad

Is it possible to set up a customer which has multiple locations for shipping and not assign any as the default?The intent is to have sales orders for that customer not prepopulate with any location on order creation - a sort of indicator that the customer has multiple locations and care should be taken that the correct location is selected. We would still want to have customers with a default location selected to have that location populate for expediency.Thank you for any insight you can provide,

I need to make a copy of an existing screen in Acumatica, and I’m looking for a way to do it that will allow the screen to follow through with an upgrade without breaking.I followed the instructions in this topic: Is it possible to copy existing screens? | Community .  That worked, but when we did an upgrade, the copied files were lost.  Also, that method requires direct access to the server.I know you can make a new screen in a customization, but I am not sure the correct way to use that to make a copy of an existing screen to then customize.  I would appreciate if someone could provide the steps to make a copy of an existing screen in a customization that could be published even after an application upgrade.  For example, I would like to copy and customize the service order screen FS300100.

I need guidance on how to set up pending VAT with a UK company specifically the 'reporting groups' to get the correct rules on the 'Report Setting' (CS.TX.20.51.00).This link does not have enough detail:-https://help.acumatica.com/(W(205))/Wiki/ShowWiki.aspx?pageid=ead5746d-beb4-4e47-afb6-9a778c36ac7f 

How can I hold the value of the Currency rate set within a Purchase Order screen so that it will populate through to the Purchase Receipt document as well as the attached Payment/Prepayment.This will override the system functionality to use the current Date of the Document to take the Currency Rate.Currency Rate [CurrencyInfo.curyRate] is updated with a Save in the Purchase Order, this value will be used to populate both the Purchase Receipt (PO302000) and the Bill and Adjustment Screen (AP301000) Screens when each screen is entered. Once a follow on (Receipt of Payment) Document has been created the Currency rate can then be updated but as a base the Rate from the Purchase Order Currency Rate.How can I achieve this in terms of a customization?Thank you!

I have a problem with this action when clicking on convert project.This is what I want. When I click "Convert to Project," the highlighted fields should be checked by default. I added this change, but it doesn't work. When I trace through code, I see that the fields are checked, but when I finish tracing and view the dashboard, they're still unchecked. Please tell me what I'm doing wrong. My code:namespace PX.Objects.PM{    // Acuminator disable once PX1016 ExtensionDoesNotDeclareIsActiveMethod extension should be constantly active    public class PMQuoteMaint_Extension : PXGraphExtension<PX.Objects.PM.PMQuoteMaint>    {        #region Event Handlers        public delegate Boolean ValidateQuoteBeforeConvertToProjectDelegate(PMQuote row, ref Int32 productErrorsCount);        [PXOverride]        public Boolean ValidateQuoteBeforeConvertToProject(PMQuote row, ref Int32 productErrorsCount, ValidateQuoteBeforeConvertToProjectDelegate baseMethod)        {            if (Base.ConvertQuo

Row level security settings can be configured to limit access by user to certain email accounts for sending messages, but do these settings also apply to viewing Incoming and Sent message on those same accounts?  Or is there another way to configure this security setting?Thanks in advance!

Hi, i want to set up a new Cash Management Preference but when i try to input COA for Cash in transit account there’s no COA to select. The COA already import and set type as CASH.Please help me to solve this, there is step that i miss?? Thank you   

Hi,Could you please anyone provide a quick guide to add attributes to Equipment form. When we add attributes to the customer/stock items we add to the customer/Item class. But here in equipment, there is no class and the plus button is not enabled to add attributes. Thank you,Dulanjana 

Hi:I am working with the Device Hub configuration and got this error today in the Server, RestApi Put.Have anyone seen this issue or have an idea of what it can be?Thanks

how to create a report to see history purchase by customer. i’d like to choose the customer and see all alternative id’s he bought. Maybe so and invoice can be included but main thing i’d like to see all alternative id’s per certain period of time. 

Hi everyone,I’m trying to update the Shipping Rule field (ShipComplete) for each Sales Order line (SOLine) in Acumatica.Here’s what I’ve tried so far: Mass Update through Generic Inquiry: I created a GI including the ShipComplete field and enabled Mass Update. However, the update doesn’t seem to apply to the records. Import Scenario: I created an import scenario mapped to the Sales Orders (SO301000) screen. When I use LineNbr = -1 (Deactivated), it only updates the first line of the sales order. If I activate LineNbr, It is giving error as Unit Conversion is missing. My goal is to update the Shipping Rule for each SOLine (e.g., set “Back Order Allowed”) without manually editing each order.Has anyone successfully updated line-level fields in SOLine via Import Scenario or found a working approach?Do I need to use a different matching field or configuration to get each line updated correctly?Any guidance or examples would be greatly appreciated!Thanks, 

HelloWhen a file is uploaded as an attachment, is there a way to get a warning if the file being uploaded has the same name as one already in the file list? If I upload another file with the same same as below, it will just overwrite the file, while getting rid of the previous file.  

Good day,I know it is probably something simple.  I am reusing the ACU AP import scenarios.  The error is the Document Out of Balance.  It is not.  I have used this before but this issue is new to me.  Attached is the XML.  Is there a new Balance Check box that needs to be unchecked?  The more try things the more confused I get.Any suggestions.  Thank you.  @grillevan 

 For Service Orders that are open I am trying to pull the next scheduled Start Date [ScheduledDateTimeBegin] for the earliest upcoming appointment.  I was able to create a GI that pulls the open services orders for a specific type.  I set the parameters so it does not pull any appointments that are completed only appointments with the status of in process or Not started.  I am stuck because the service order might have 6 appointments listed.  For example it might show several appointments for the same service order SO018443 has 8 open appointments.  I want the GI to only pull the one with the earliest next scheduled start date it would be appointment SO018443-2 which has a scheduled Start date of 10/20/25.   At first I was attempting to use the date in a formula but I hit a wall there. I thought I could use the appointment# but that’s a character type so I can’t use any math formulas and then I thought about using right( String,length) because it would the one with the lowest -XX but w

Is it possible to record a bill payment in Company A that is automatically recorded as an Invoice Payment Received in Company B?We have multiple companies and Company A is constantly buying from Company B, Company C, Company D, etc. It would simplify matters significantly if when we pay the bill in Company A, the invoice in the relevant company is also marked as paid. Thoughts?

Has anyone had success importing project template tasks? My client has about 500. Any tips are appreciated. :)