Discussion Forums

If we do publish with clean Up, will that leads to delete all the custom GI’s which are not in any custom packages.

Hi guys,How can i delete via import Scenario this position “Global” in Cross Reference I Tried this Import Scenario but its not working. Hope u can help me.

I am stuck trying to add the option to scan a projectid and project task to the Scan and Transfer form. Trying to follow the documentation and the abstract examples but I can’t get the task added in correctly. I’ve added what I have so far. The actual task is bare bones, I get how to edit those for the most part.

I understand on how to embed the our company’s logo into a report, but I’m having issues trying to wrap my head around how to embed a customers logo into a report. We have three customers whereby thier logo needs to be embedded into a customized packing list for each of them.

The customer walks in to the counter to return and replace an item.  The replacement item must be picked and processed in the warehouse but the mixed order type cannot do a shipment  Using the RMA order type requires a Receipt to be processed.  There is not a desire to go thru the entire shipping process for the receipt, just return it to the default RMA bin (MO orders DO NOT default the location to the RMA location which is a bug).

I want to upload excel in the Purchase receipt screen in the document details tab but when I allow the upload from the grid in the in the screen customization the upload button is disabled and the solution is adding Pximport to the graph before the view  but I do not have the graph in my customization project because this graph is default in the website

Hi everyone,I’m trying to create a business event to trigger a branch-specific email invoice template from the Invoices and Memos screen (AR.30.10.00). Since Branch is not available as a condition on the Business Event screen, I attempted to use CustomerID as a workaround—our customer IDs are prefixed by branch, so it seemed like a logical substitute.However, it appears that the Business Event is evaluating the CustomerID field as the database row ID rather than the actual Customer CD (e.g., D1001). Because of this, conditions like CustomerID CONTAINS 'D' fail to trigger correctly.I confirmed that using RefNbr as a condition works as expected, which leads me to believe this is a limitation with how the Business Event engine handles keys versus user-facing fields.Has anyone else experienced this behavior in 24R1?Any workarounds other than changing to branch-specific invoice numbering?Thanks in advance!

Hi everyone,I’m facing an issue where, I’m creating an email template to notify a customer on pending approval documents in sales orders.In the email template i need to add a field which is usr multiselect LOV field. The field has 6 values and once i add the relevant data field to the email template the following 2 scenarios occur.Only one value is selected in the sales order for the usr fieldin scenario 1, the email template obtains the description properly as shown below Multiple values are selected in the sales order for the relevant usr fieldHowever for scenario 2 the LOV shows as a,b,c not the description of the values as shown below  The visual view of the template is as follows Appreciate if anyone can let me know what i’m doing wrong and how i can obtain the relevant LOV value’s description to the email template.Thank you so much in advance! Really appreciate your time and effort!!

How to clean inventory transit expired from item plan or can receipt it

Hi Community,I’m using a Generic Inquiry (GI) and I’ve written a formula to add slight randomization to a calculated amount using the last 3 digits of CustomerID. The formula works fine, except when Quantity = -1 in those cases, I want to skip the random cents and keep the values as-is. =Switch(    [ARTran.Qty] = -1, -1, Round(            ([ARTran.Qty] * IIf([ARTran.DrCr] = 'D', -1, 1) * 2) +             (((CInt(Right(CStr([ARTran.CustomerID]), 3)) % 99) + 1) / 100.0),            2        )) Can you any one guide please 

Hi, Just wondering if anyone has seen the type of issue described below (which I’m currently at a loss to explain or know what to do next)? Symptoms started last night when we attempted to republish a customisation.  We needed to slightly change a SQL view (with a DAC on top of it).  Couldn’t get this very simple change to work. SQL statement was just skipped no matter what I tried. What I found is that the only way to get the publish step to attempt to rerun the SQL statement was to deliberately make the SQL statement malformed.  In this scenario the publish step attempted to apply the SQL statement and errored out as it should.  However, as soon as the SQL statement was valid, it always got skipped even if radically different to the previous publish.  Spent a few hours trying all the usual tricks to try and get a valid SQL statement to publish, tried all the different tick box options, priority settings, etc.Then today we have the weird scenario described below: We have custom fields

Client has need to email AR Invoice to email addresses that are not exposed on AR Invoice.  AR Invoice is created and a Project ID is entered.  When clicking EMAIL in the AR Invoice it uses the MAILING ID seen below that is on the Project.  That works OK if the only email addresses I want to send to is already exposed to the AR Invoices screen and subsequently the email template (screenshot 2).  However, none of the project email addresses are available and we need to CC 2 people (Proj Mgr and Salesperson) that are listed on the related project.  Since none of the Project screen fields are available how do I create a new email template that I can use.  I created a GI that listed AR doctype, refnbr, and all of the email addresses I want to send to per invoice.  I created new email template referencing the GI containing that data and then changed the INVOICE MAILING ID to reference that EMail template.  I can see the email addresses to select in the template, however when I EMAIL it does

Hello everyone,I am currently working on a customization where I want the Contact from the Sales Order (SOOrder) to be displayed in the Shipments (SOShipment). I'm running into issues.What is the best approach to achieve this functionality?Any guidance or code examples would be greatly appreciated!Thank you in advance!

Hi,I’ve attached a subreport to my main report in Acumatica Report Designer. The main report loads fine(alone), but the subreport is taking a very long time to run and causing overall performance issues and keep running The subreport (TE806000) is based on tax with two parameters . Parameters are passed correctly from the main report. When I run the subreport independently with the same parameters, i work fine.I am Attaching both reports. This is my first time working in subreports. The both reports are in initial phase. only testing with few fields right now. Please guide  

Has anyone come across this error when trying to set up a bank feed with American Express?    

Hi Team,I created a custom report. When I print an old Credit Memo, it prints correctly with no issues. However, when I print a new one, it prints blank. There are no visible conditions in the report that would cause this. Please assist if you have any solution. Below is the screenshot.print a new one credit meo  

I have a question for any Entity mapping expert out there: I’m running into an unusual asymmetry between how the import and export entity mappings are for Sales Orders. We have an Acumatica line-level custom field - AltQuantity for short - which we want to link to the BigCommerce Quantity value of each respective item on a sales order. The Import mapping works as expected, even though the custom field isn’t available from the drop down in the ERP Field column.Import mappingI expected the Export mapping to be able to be set up as the mirror of the Import mapping.expected Export mapping Now, I know I’m getting off the expected path here because I had to type in the Objects and Fields manually without spaces instead of being able to select from a drop down. Surprisingly, it works - well - half works. The system recognizes OrderData.OrderProducts.Quantity just fine and I can map to it normally (ex ‘Sales Order -> Details -> Open Qty’). However, my issue/lack of knowledge is around th

We have production orders set to ‘Preassign lot serial numbers.’ We can populate each one manually but it is extremely cumbersome.  I am trying to get the below result(base on full box qtys of 60) through an import scenarioThe import scenario functionality has this at the order level but there is no where to specific qty. At the line details level it looks like I would need to manually assign lot # and qty  At the end of the day we are looking for a non-manual way to serialize our full cases of product. I know there have been several product ideas around this but I am look for a practical solution, not to pray and wait.Has anyone implemented anything like this?

While working on 2Q reporting we realized that some employees either had the wrong State SUTA codes or no SUTA codes at all. Does anyone know of a way to correct that to get it into their payroll files? I think we can create a paycheck adjustment to record the tax but not sure how to get the reportable wages to calculate correctly. Thanks

I found this old thread that shows how to track sales order trends year over year, a part of me thinks that something similar can be done with specific inventory items? Has anyone successfully done this? My purchasing team is requesting to be able to see historical sales data of specific stock items.  

Hello,I get below error when trying to create prepayment from Sales order API, where the payment method is “BACS”: Direct deposit.Errors - message - An error has occurred.exceptionMessage - Inserting  'AR Payment' record raised at least one error. Please review the errors.CashAccountID: 'Cash Account' cannot be empty.exceptionType - PX.Api.ContractBased.OutcomeEntityHasErrorsExceptionThe error indicates Cash Account is missing, even though I am sending both payment method and cash account in my request. I can create payment for other payment methods, but same request doesn’t work when payment method is BACS. Are we missing any configuration at Acumatica? I found discussions on same error in the forum but the fix did not work in my case. Has anyone faced this issue, please share your inputs.TIA

In Australia we pay Pay-roll Tax per State/Territory. Example there is NSW Payroll Tax and ACT Payroll Tax. This is not the PAYG Withholding Tax.We have had two new employees set up under NSW Pay-roll Tax when in fact they should have been ACT Pay-roll Tax. I need to fix the pays, so the report has the correct data in it.I fixed up the Pay Details for each employee I then did a pay adjustment for each employee (reverse and re-processed)But the report still has the same figures on it which are incorrect.Is there a specific process to fix this up? 

I just setup a test instance using the U100 dataset and I cannot sign into the admin account. I have tried username: admin and password: setup as well as password: 123 and username: gibbs/password: 123.  I did encounter a few errors that I had to ignore to get this instance off the ground. There were a few tables in the database that the system had trouble loading data into and I had to skip over them to get the instance to finish setting up. Normally when that happens the usual admin login works and just loads the instance with no data or pre-configuration.  Edit: Just checked the database and somehow no user data made it into the tenant at all. I’ve been having a lot of issues starting new instances and tenants with pre-loaded data, it will just selectively decide not to load data into certain tables and in the end I either have to cancel the task altogether or continue creating the instance with no data. Has anyone else dealt with this issue? 

After the update last night, we have an issue when creating a change order. When we “add commitment” and select a subcontractor, it brings up every SC written to that contractor, rather than just the SC for the current project.  Anyone else having this issue?

How do we set up the Acumatica Payments Customer Portal?I have reviewed all the posts I can find and none of them provide step-by-step instructions on how to set up the Acumatica Payments Customer Portal.  Where do I find this Company Portal?