Discussion Forums

I encountered the following situation in AP: Created and released an AP Bill. Reversed the Bill from the Bill screen, which created a Debit Adjustment. In the Debit Adjustment’s Financial tab, the Original Document Ref shows correctly. Released the Debit Adjustment, but did not apply it to the original Bill. When I went to create a Payment for the original Bill, the system still allowed me to proceed with no warning or comment about the existing Debit Adjustment. Since it was not applied, this could result in duplicate payments/entries.Question:Is this the expected system behavior? Shouldn’t the system warn or block payment creation when there is an existing unapplied Debit Adjustment linked to the same Bill? Or is the correct practice always to apply the Debit Adjustment immediately after reversal to avoid this risk? Shouldn’t there be a system alert or block if a Payment is being created for a Bill that has a full-amount Debit Adjustment linked in Original Document Ref. but not

I am testing Acumatica before we go live.  We imported sales invoices (not released), and I wanted to run a GL Edit report to make sure everything went to the proper GL.  However, when I run the report, nothing shows up.  I know that the transactions are in the system, because they are in the AR Edit Detailed and AR Edit Summary reports.  Any advice on how to troubleshoot this?

Hi Team, I added two custom fields on the approval screen and displayed data based on the bill using the RowSelected event. The data displays correctly. I also tried using the RowPersisted event, but the issue is that the filter is not working on the field. Could you please assist me in resolving this? public class EPApprovalExt : PXCacheExtension<PX.Objects.EP.EPApproval>  {    #region UsrProjectId    [PXDBString(255)]    [PXUIField(DisplayName="Project Id", Enabled = false)]    public virtual string UsrProjectId { get; set; }    public abstract class usrProjectId : PX.Data.BQL.BqlString.Field<usrProjectId> { }    #endregion} 

Hello everyone, I am in the process of creating a generic inquiry that shows an inventory valuation by date. The reports that are pre-built with Acumatica only show by financial period. The most important column is the quantity on hand (which is used to calculate the value of the inventory).Here are my joins: Most of my joins are on inventoryID or siteID.For quantity on hand I am using this:[INLocationStatus.QtyOnHand]The problem is that the quantity on hand that I am picking up is simply the latest quantity on hand, rather than the quantity on hand as of the date chosen in the parameter:  Does this seem to be a conditions/parameter issue? I am in the process of testing with trial and error on the conditions and parameters. Maybe there is another table I should use for qty on hand? Thank you all for any input.

Is it still the case that MX is not supporting BMO Business accounts as mentioned on below ?Any other recommendation if the above is true?We were able to connect bmo business to acumatica but we are running into some missing bank transactions when you retrieve the transactions.

We have a client who requires branch-specific UOM conversions.For example: In Branch A, Item 1 will have 1 bag = 100 kg In Branch B, Item 1 will have 1 bag = 75 kg Is there way we can restrict this or define branch specific UOM conversion. 

I’m trying to track down the amount of shipping fees we have paid for out going sales orders. I thought this may live in the ship via code but according to Acumatica Freight Expense Account is only used for POs not SOs.Freight Expense AccountThe general ledger account of the Expensetype to be used to record the freight amounts to be paid to the carrier. This account is not updated by the freight cost amounts from the sales orders shipped by the carrier. The freight amounts from purchase order lines of the Freight type on the Purchase Orders (PO301000) form are posted to this account on release of an AP bill created for this purchase order. When a line of the Freight type is added on the Details tab of the Purchase Orders (PO301000) form, the system copies the freight expense account from the ship via code of the vendor location selected in the purchase order.When a sales order is shipped and invoiced, I see the “Freight Cost” for that sales order but when I look at the GL batch there i

Hi Team,we would like to request a change in how the sign-off process works:(Appointments) We need the ability to capture and keep the store manager’s signature on-site. At the same time, we’d like the option for our service coordinator to enter or revise the "Work Performed" notes afterward before the final PDF is generated. This is important in cases where the technician’s original notes are unclear or incomplete.To Confirm.Whether the sign-off sheet notes issue is a known bug or configuration error. If it is possible to adjust the workflow to separate the signature capture from the final notes entry. What changes or setup would be needed on our end to enable this.Or If its need a customization. 

Error: An error occurred during processing of the field Cash Account value 10200MF    Error: Cash Account '10200MF   ' cannot be found in the system. Please verify whether you have proper access rights to this object. 

Do Acumatica programmers call themselves web developers? I see Acumatica programmers as Windows C# .NET programmers. The web platform is magically created under the covers by creating HTML files of templates. Most Acumatica developers didn’t realize Bootstrap is the presentation layer. I bet most don’t even know what a rendered Acumatica web page even looks like. 

I am running Windows 10 Home,. I have installed sql server developer edition 2022 and sql server Management Studio 21.4.8I am able to run through the installation process of Acumatica, set up the database and install a new instance of the application. However, when I try to launch the application from the Application Maintenance screen, I get the message “The system cannot find the file specified”. I have no issues with connecting to the database within SQL Server Management Studio.Using Chatgpt I have validated all ISS settings. The only potential issue i can see is that windows 10 Home does not support windows authentication and this appears to be required. Do i need to upgrade to windows Pro ?Any ideas would be welcome.   

In Field Service, we struggle with not being able to change a customer on an appointment after the appointment has been completed.  This is an issue for us.  Customers often ask that we change the Customer or the Bill To Customer after the appointment has been completed. To change the Customer or the Bill To Customer, we have to create a new appointment, delete all material and labor from the original appointment and cancel the appointment.  This is tedious and time consuming, especially if we have many, 15-20, appointments on a Service Order.  In Sage CRE, we could change the Bill To Customer at any point before the Work Order was invoiced.  We could also send an invoice back to Service Management from AR, and change the Billi To Customer with ease.  Does anyone have a solution for changing the the Customer or Billing Customer with ease after an appointment is completed?​@khowe86  

We have a fixed asset that was initiated and reversed within the same fiscal period, status shows reversed and batched posted, but when the Acquisitions report is run for the external audit the asset still shows up. There isn’t a standard filter on the report for STATUS to exclude ‘reversed’.The reversal does NOT show up on the Disposals report.Why would Reversed assets be included?

hey everyone hope all good  I’ve a PO with “OPEN” Status, i want to create purchase receipt  I’ve added new action to the endpoint   I’ve added new field “OrderNbr” so i can add that to by request to find the PO   This is my endpoint request  https://company/entity/vendorpolineitems/22.200.001/purchasereceipt/AddPOOrder Http body request  {    "entity": {},    "parameters": {                 "OrderNbr": {            "value": "PPO-05298"        }       } }Error Message  "message":"An error has occurred.","exceptionMessage":"Operation failed","exceptionType":"Thanks

I’m customizing a standard Acumatica field so that instead of showing hours in 30-minute increments, it shows 15-minute increments.Currently, the field uses the default PXDateTimeEdit control (with TimeMode="True") and the standard [PXDBDateAndTime] attribute. In the UI, the time picker always shows 30-minute steps. DAC[PXDBDateAndTime( UseTimeZone = true, PreserveTime = true, DisplayNameDate = "Scheduled Start Date", DisplayNameTime = "Scheduled Start Time", TimeStep = 15 )][PXUIField(DisplayName = "Scheduled Start DateTime")]public virtual DateTime? ScheduledDateTimeBegin { get; set; }public abstract class scheduledDateTimeBegin : PX.Data.BQL.BqlDateTime.Field<scheduledDateTimeBegin> { }ASPX - xml<px:PXDateTimeEdit ID="edScheduledStartDate" runat="server" DataField="ScheduledStartDate" CommitChanges="True" TimeStep="15" />What I’m looking for: A supported way in Acumatica to change the time selection interval (in minutes) for a standard field, without c

Hello. Is it possible to building a Sales quote with inventory items and labor lines that when it’s printed or emailed, it only shows one line for parts and one for labor with their totals and with an alternate description for the two lines?

I am new to Acumatica, so, please be patient with me. I need to export production order records from Acumatica. I am successfully doing that but I have been requested to update information back into Acumatica so I thought that if I had the unique record id then finding the right record to update would be easier. My issue is, I don’t see an option to include the unique value (primary index?) when doing the initial export of data. Is there a way to include the unique record id in a generic inquiry? Thanks in advance!

Hi, A customer wants to receive in a RMA order the items using the location defined in the original invoice. Does it possible?a workaround I was considering is to use the location of the invoice that appears when user selects ADD IMVOICE in the RMA order, but I’m struggling with a way to send that information to the shipment, any ideas? thanks! 

Hi Team,We need to suppress the following message displayed on the Stock Items screen when changing the Lot/Serial Class:"The lot/serial class of the ITEMLOT1 item cannot be changed because this item is allocated in the Shipment 006084 document."We attempted the following approaches to suppress this validation, but neither was successful:Extended the INItemPlan DAC and overrode the CreateEditPreventingReason method to return null. Used a CacheAttached event for the InventoryID field in the INItemPlan DAC to intercept or suppress the validation.Despite these efforts, the default validation and message continue to appear.Could you please assist with the correct approach to suppress or override this validation?

Do I need to set up a seperate Cash Account for each Company in ACM?    

Is there a way in one can restrict the access of users to specific financial statements, so that once a user has created a report, other users who have access to the finacial reports are not able to modify the newly created report?In other words, we are looking for a way to protect individual reports being modified by other users with similar roles. 

If we allow negative inventory, the system does not allow a hard link between the PO and the SO.  We have to allow negative inventory in our business model.  Have you ran into this problem, and how did you overcome it?

 Hello Acumatica Team,I have added three parameters to a report: Company/Branch, Project Group, and Project Template. However, after running the report, no data is being displayed.Here’s what I have done so far: Added the Branch table and established the necessary relationships.   Included the Branch parameter both in the Parameters section and in the Filters tab.Despite these changes, the report returns no data when executed.When I run the report without the Branch parameter, I can see the data, including the Branch information.However, after adding the Branch parameter and applying it to the report, it returns no data.I have attached the report file for your review. Could someone please help me identify what might be going wrong? Thanks In Advance

Good afternoon, Management Report & PM AR Aging - The only report i can find that has AR aging by Project with retention is the AR Aging by Project (Detailed with Retention)  But it doesn't have  grand totals by the various columns, 1-30- 30-60, etc.  The AR aging period sensitive (NOT BY PROJECT as well as the AR retained Balance both have the columns totaled, but then you cant run it by PM and you have two separate reports.  I thought i would ask here, before customizing to see what others are doing to convey this information to the PM’s/Management team.  Are you using a dashboard, customizing the Acumatica Report, using I thought i would ask here before customizing this report for the PM’s to be able to see the totals. Velixo, or other solutions. thanks for any insight.   

I noticed this behavior as of at least 24R2. When you map a field in Acumatica to be a custom field in BigC, the connector will create the custom field in BigC only if that field has a value in Acumatica. Previously when we were on 23R1, if you deleted the text from the field in Acumatica, on the next sync, the custom field would be deleted in BigCommerce. Now as of 24R2, previously created custom fields are not being deleted from BigCommerce when they are given an empty value in Acumatica. Instead the custom fields in BigC retain the last value that was in Acumatica before it was deleted. This seems like a bug to me and is very inconvenient for us. Has anyone else experienced this and found a solution?