Discussion Forums

I’ve scoured this forum and can’t find any suggestions, so I’m hoping someone can offer suggestions. We are 2 years into Acumatica and still struggle to find very simple reporting that was readily available in QuickBooks.We are filing personal property taxes and need a snapshot of the quantity of items in inventory as of 1/1/25 AND the valuation of that inventory. Is there something like that already built out in Acumatica? It doesn’t seem like a huge ask, and I’m sure we are not the only company who would need this kind of data, but I can’t find it. Inventory Balance - gives me a current count of thousands of inventory items, no total count, no valuation, no way to filter by date Historical Inventory Balance - allows me to pick a MONTH, not a specific date; no total count, no valuation Inventory Valuation - gives me a total quantity and total cost, however I can’t backdate it at all  Historical Inventory Valuation – if I tell it to pull

On the Inventory Transaction History screen, there is a handy button to ‘Include landed cost in unit cost’. Interestingly, this also updates the impact of any PPV cost adjustments on the receipt.Without PPV (original PR price) & with PPV (after PPV revalued)Is there any easy method to retrieve this additional cost layer information through a GI, so we can push it through an import scenario? Specifically, we need to update the Last Cost of specific valued items so that it reflects the actual receipt cost with PPV revaluation included. Otherwise, our cost rolls are taking the incorrect last cost sans-PPV revaluation.

I’m trying to create a new Customer from a custom screen and button, but having an issue when setting the CustomerClassID on the new Customer object:                         CustomerMaint customerMaint = PXGraph.CreateInstance<CustomerMaint>();                        Customer newAcumaticaCustomer = new Customer();                        newAcumaticaCustomer.AcctCD = "RC1111";                        newAcumaticaCustomer.Status = "A";                        newAcumaticaCustomer.CustomerClassID = "REC01";                        newAcumaticaCustomer.DiscTakenAcctID = 103;                          newAcumaticaCustomer.DiscTakenSubID = 29;                                newAcumaticaCustomer.StatementCycleId = "01";                        newAcumaticaCustomer.StatementType = "O";                        customerMaint.CurrentCustomer.Insert(newAcumaticaCustomer);                        customerMaint

Two new fields were added to the Activities screen. “Promised to Pay Amount” and “Promised to Pay date”. These were added by a customization project. When a generic inquiry is created the values do not display. But if a sum is done on the column. It shows the total. Any thoughts?

Good Morning, Does anyone know how to remove these saved templates on journal transactions?   

Hello Everyone, I am trying to add a file upload button in the Modern UI screen. I have a Button called browse button in custom screen, when I click on the button a pop will appear and in the popup we will have “Choose File” button to upload the files. The file upload button is not working for me on button click in Modern UI as it worked in Classic UI Below is the the image of the screen for reference. Below is my ts and html codeimport { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, } from "client-controls";import { KNCFBulkBatchSyncFilter, KNCFItemCategory, KNCFAttributeGridSyncFilter, KNCFBulkProductDetails } from "./views";@graphInfo(

Hello Everyone,In default Item sales category screen we have a grid called Category members I want to add this grid under the new tab by extending the existing IN204060.ts and IN204060.html files. Please refer the below image Thank you in advance.

Good afternoon, fellow community members,I'm importing invoice documents from AP using import scenarios. Everything worked correctly for the first 22 invoices, but on invoice 23 and later, I get the following error:Another Process has added the 'APTran' record. Your changes will be lost.I'm attaching the image and the scenario in XML format so I can see who can help me resolve this. I've tried everything and so far can't find a solution. I urgently need a solution to import because there are almost 700 AP documents in total, and I can't upload them manually either.   Thank you very much in advance for your help.

Hi All, New to Acumatica here! I am trying to complete some certifications through the Acumatica Portal → Learning Paths → Partner University but when I click on the hyperlink for the Partner University I get a pop up that says my Partner University account is in an ‘inactive status’. I tried escalating this to the recruiter that created my Portal account for me but they could not do anything about it as they have no control on the backend of things.. I tried creating a ‘New Education-Related case’ through support tab but as soon as I clicked on it it just brings me back to the ‘Welcome to Acumatica’ Homepage. Any ideas as to what I can do here? Thanks in advance!

Is there a way to schedule an email to be sent at a later date from a sales order from the Activities option? 

Hello,I’ve created a custom endpoint in Acumatica, but I’m encountering issues when trying to retrieve or manage the approval mapping details, specifically the approval steps and associated rules. Despite setting up the custom endpoint, I am unable to retrieve the step and rule details.When I perform a GET request to the Approval Maps (EP205015) screen, I receive the following response:{        "id": "3bdd9e49-3ae5-ef11-8220-a0481c0a4b38",        "rowNumber": 2,        "note": {            "value": ""        },        "ApprovalMap": {            "value": 3        },        "Conditions": [],        "EntityType": {            "value": "Purchase Orders"        },        "MapEntityType": {            "value": "PX.Objects.PO.POOrder"        },        "MapId": {            "value": 3        },        "MapName": {            "value

Hi Everyone,Can anyone help me provide the Json request to insert the Payment Instructions details in the Vendors → Default Payment Settings → Payment Instruction details?  

Hi, A client has several AP invoices that need to be reversed. Reversing a bill to create a debit adjustment record works fine and links the original document to the new debit record however when clicking apply on the debit adjustment record, the resulting payment record only shows the debit adjustment line to apply by default. Is there any way that the corresponding invoice get added as a line automatically as well via some sort of setup? Regards, Andrew

Hello - I would like to import some forecasting data into custom DAC’s using the API. I’ve worked with parent/child data before and imported via the API but I’m finding this situation difficult because the forecasting data consists of 3 levels of data. I’m not sure how to configure the graph or the API to get this working. Here is a cut down version of the DAC’s, in the code I’ve included PXParent and PXDBDefault to link the DACs.DAC 1 - ForecastHeaderForecastNbr (key)CustomerDAC 2 - ForecastLineForecastNbr (key)LineNbr (key)ProductCodeDAC 3 - ForecastScheduleForecastNbr  (key)LineNbr  (key)ScheduleNbr  (key)ForecastDateForecastQty With this type of DAC structure I would like to submit json in the following structure.{ "ForecastNbr": {"value": 1}, "Customer": {"value": "Customer001"}, "ForecastLine": [ { "LineNbr

How to get Check and payment screen in Type dropdown value rest api endpoint .i want to get all doctype in check and payment which return doctype array.  

Hello Everyone, We are trying to  Extended DAC Fields in the Sales Quotes header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Sales Quotes screen header section.classic UI screen shot tried with below HTML Code 

Hi everyone,I’d like to ask if Acumatica has a subaccount mechanism similar to other ERP software (as shown in the attached image from NetSuite).In this structure, users are not allowed to post transactions directly to the parent account, and reports querying the parent account will automatically sum the data from its subaccounts.Does Acumatica support this functionality, and if so, how can it be configured?Thanks in advance!

When we receive bills from our vendors wiith fees such as shipping and handling on the bill itself and we are paying our vendor (not a trucking service) for those fees. I want to be able to link those fees to the items on that bill specifically. Does that mean I have to have all my vendors selected as “Landed Cost Vendors” as well?Scenario 2 - we pay royalties on items to vendors and I want that fee to be reflected in the cost of goods for that 1 singular item (not all of the items on that PO) Example:Invoice from vendor:Item A - Qty Purchased 5 - Unit Cost $2 - Extended Cost $10Royalties Paid for Item A - $0.10 per unit - Extended Cost $0.50Item B - Qty Purchased 5 - Unit Cost $5 - Extended Cost $25Total Owed: $35.50 BUT I want the stock item to reflect that it’s last cost is actually $2.10 and not $2From my understanding if I entered the royalties as a landed cost that $0.50 would be allocated to

I have a client that would like to view all of their fixed assets and their calculated depreciation for the next 12 months in a single report. I have edited a copy of the Fixed Asset Balance report (FA630000) and I made a custom report (FA63001D) to use as a subreport that will list the financial period, calculated depreciation, and YTD calculated deprecation.  The subreport takes 2 parameters: [FixedAsset.AssetCD] and [FABookBalance.BookID]. Passing the BookID works fine but for some reason it doesn’t like how the AssetCD is passed to the subreport. If I hardcode a value for it like 1000-001, it works but I want it to run the subreport for each asset in the main report. I’ve also tried basing the subreport on [FixedAsset.AssetID] but this gives the same result. The stack trace only gives this for a SQL message:  @@DBTS, IDENT_CURRENT('WatchDog') OPTION (OPTIMIZE FOR UNKNOWN)/* */  

Hi all,I have a local instance set up for training (Build 24.112.0026), and I am seeing the following message on the Transactions and Profiles tab after performing a Universal Search:The search by a phrase or a list of keywords might not work because the Full-Text Search feature is not enabled. Contact an administrative user to enable the feature.I have run ‘Process All’ on the ‘Rebuild Full-Text Entity Index’ screen, and I have also tried the ‘Restart Full-Text Search’ option, but I am still seeing the warning.Anyone seen this before or know how to deal with it?

I am trying to add the Unit Cost, Average Cost, and a custom field Kit Unit Cost to the Sales Order Details container in the mobile app. Here is my code to do this:update screen SO301000 {  update container "Details" {    add layout "LineCostRow" {      displayName = "LineCostRow"      layout = "Inline"      add field "UnitCost"      add field "KitUnitCost"      add field "AverageCost"      placeBefore group "LinePriceGroup"    }  }}This only added my custom field Kit Unit Cost (Shown in image below): I tried simplifying my code to this:update screen SO301000 { update container "Details" { add field "UnitCost" add field "KitUnitCost"

HiThe aim of this topic is to identify how to add invoices with different customers to "Documents to Apply" tabThe result which I am trying to achieve look like this The Customer of the Payment is ABCVENTURE and the customers of the invoice which I added to the table are AVCSTDUDIOS and ABCVENTUREHowever, in another acumatica I can’t add invoices with different customers, for example Here Acumatica allows to add only one invoice, because only one have corresponding customerHow to add invoices with different customers ?  

Hi All,I have a GI where I am pulling the total quantity required for Materials in multiple production orders.The GI is grouped by AMProdMatl.InventoryID and the TotalQtyRequired has the aggregated function: SUM. Then I have the INSiteStatus.QtyOnHand which I have the aggregated function: AVG so that I see the actual On hand quantity and it does not technically get grouped. What I would also like to have is an expression of =IIf( ([INSiteStatus.QtyOnHand] - [AMProdMatl.TotalQtyRequired])<0, [INSiteStatus.QtyOnHand] - [AMProdMatl.TotalQtyRequired], null) Meaning if we are short QOH for what is totally required, it will show the difference. Or else its blank. For some reason I cannot get this Expression to display correctly. I am assuming it is because of the Grouping and maybe aggregated functions. Is there some way I need to do something to choose the aggregated function like this:=(

Stock item has demand and shows up in Inventory planning display.Source accurately shows as “Manufacturing”.It has an active BOM.I select the line and click the action of “Manufacture”.It looks like it is working, and the message comes up “The operation has completed”.However, the line remains in the inventory planning display grid, and not production order is created.Any thoughts why the production order is not created?Thanks!

Hello all,We are running into a potential bug with the PaceJet carrier integration. We recently updated to 24R2 in an attempt to have the following workflow without customization:Create a Sales Order with PaceJet as the Carrier for shipping.  Create a Shipment for the Sales Order from the Process Orders screen. Use the Pick, Pack and Ship screen to handle picking and, once completed, confirm the shipment. Pack the shipment in PaceJet manually. Update the Acumatica Shipment from the Process Shipments screen.The issue we encounter is that PaceJet does not receive shipment information unless a shipment has at least one package added to it before shipment confirmation in Acumatica. We have the Carrier configured with the Usage Scenario of ‘Manual Packing and Shipping in Pacejet’, which appears to mean that all packing will be done in PaceJet so the Acumatica shipment will receive all of the box information extern