Discussion Forums

Hi, I’m new to acumatica. I want to know if I can add a ‘Hold’ action to this in Bills and Adjustments? If yes, how can I do that? Thank you

Would like to add the ability to search for a Customer by address when selecting the search icon in the Customer ID Field. When selecting the search icon a new window pops up to search for a customer. The customer address is not available in this window. How do I add it as a searchable column? 

What solutions have you implemented for costing equipment to projects at non-hourly rates? For example e a company owned jobsite trailer is on the project and they’d like that to cost to the project at a monthly rate for so long as it is onsite. Other equipment gets costed weekly or on daily basis. They’d like to assign the equipment and have it allocate automatically, not relying on equipment timecard entries.  I have a couple ideas but interested in hearing what has worked for others. 

Hi Chris Hackett:Why can’t I view the past event recordings? Were they not recorded? They should have been recorded.Example” Thanks for your help Toon SixToonSix@intercs.com

Hello everyone,I am trying to create an import scenario to bring in a sales order and create a prepayment on that sales order. I am able to bring in the SO just fine however the prepayment does not seem to be working. Has anyone been able to import with this button?The error that I get is: Here is how I have my import lined up: 

Hi guys. Does anyone know how I can get text to wrap in excel, after designing a report in Acumatica Report Designer, It wraps when I export to pdf, but not in excel. All relevant settings such as “Wrap Text” is set to true, but the lines wont break in excel, it appears as one straight line. Does anyone know how to assist please?

Hi, I am creating a GI and meet an issue. One of my result grids with a COUNT aggregate(A) and another of my result grids is a formula(B). I want to use a formula to divide them to get a percentage result (A/B), how can I do it? Attached with the XML file.  

I have a challenge with bank reconciliation, when a cash item is cleared using a statement. The system will not allow me to unclear it. I have tried deleting reconciliation, unmatching all statement items and also deleting the statement but without success  

Hello! We are experiencing an issue where the tax stops getting calculated into the control total when we mark lines for PO. For instance see the below sales order.Prior to marking for PO:After marking for PO: I was unable to find any reasoning or calculations as to why Acumatica does this.Does anyone know why this happens?Thank you!

Dear Team,I noticed that in Acumatica 23R1, I could create inventory transfers with a quantity of 0, but in 25R1, the system shows an error and prevents this. Is there any release note or setting I might have missed causing this change?23R1:25R1: I would appreciate your guidance on resolving this.

Hi All,The reason I want to import is so that from one Service Order, the system can automatically create multiple appointments, allowing staff to see their calendars for the scheduled period.I’m trying to import appointments from a Service Order. The business event and subscriber run fine, but the appointment never gets created.I’ve attached my GI and mapping — could you please take a quick look and let me know if you spot any mistakes? really need to fix this soon.Thanks a lot!I use generic service order FS3001PL as data provider  

I am trying to set up my Carrier Labels for both UPS and FedEx integrations. I have verified UPS and FedEx have a ZPL label format file type chosen.Do I have to go to Report Designer for the Carrier Label form and build a label from scratch? I assumed Acumatica, via its connections built in for UPS, would have a UPS label file already built.

The custom table includes the NoteID column.  It is available for users to populate manually on the custom form, however I don’t see the “Note Text” field as an option on the import scenario list of fields.Thanks in advance!

Hi! I need help pulling some information from the customer account in Acumatica.  I need the bill-to address and bill-to info found under the billing tab of the customer profile.  I also need the customer’s shipping account information when we ship using the customer’s carrier and account coming from the ship via field on the shipping tab of the customer profile and the carrier account also found in the shipping tab of the customer profile.If someone could send me screenshots of how to set it up as I don’t completely understand how to find and pull the information from tables it would be really appreciated.  Otherwise, I would have to go through accounts one by one and and manually fill this information in.Thanks! 

Basically the following record doesn’t allow me to navigate, even though I have the same setup on another screen and it works, maybe its something I’m missing with Many2many and parent child setup, when I pick a record nothing happens and the field resets to the value of the current recordI was basically going for a Many2many relationship between my custom dac and the Contact dac, and having in a FormGrid screennamespace Telemarketing{ [PXPrimaryGraph(typeof(TeleMarketerListMaint))] [PXCacheName(Messages.TeleMarketerList)] public class TeleMarketerList : PXBqlTable, IBqlTable { #region ListID public abstract class listID : PX.Data.BQL.BqlString.Field<listID> { } [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = ">CCCCCCCCCCCCCCC")] [PXDefault()] [PXUIField(DisplayName = "List ID", Visibility = PXUIVisibility.SelectorVisible, Required = true)] [PXSelector(typeof(Search<TeleMarketerList.listID>), t

I have a customer who uses EDI.They will send me an order for items and a display case.I want to invoice the items via EDI, but NOT the Display Case; that case has to be manually invoiced to the customer’s platform.Is there a nice way to do this? I’m trying to avoid asking them for 2 orders, but I can’t think of a better way to isolate these Display Cases. THANK YOU!

We work with hundreds of vendors, some with whom we can drop-ship and some we cannot.  Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?

i am getting error when i process sales order with in-store pickup option. I have Laval already mapped to my Ship Via. Each time I process the order, it creates a new field as pointed with a red arrow. Can you help me fix this? Thank you! 

Hello Team,I have a business case where there is an Purchase Order with 10 items. When doing receive we found out Vendor only send 4 items but already issue invoice for 10 items. Question: which record to use in this case to record 6 missing inventory?Expect Accounting:Record for missing inventory  Debit Credit Inventory missing Account  Amount   Payable Account   Amount Record when Vendor ship 6 items back  Debit Credit Inventory Account Amount   Inventory missing Account     Amount  Thank you for your attentionYên Chi

Hello. Is it possible to create the Active directory user via API or Import scenario. The import doesn't create the user, even though it completes the import. Failing on the API side as well - I can create the native user but not API

I have a list of customer ID that I need to filter. Instead of entering them one by one in the Condition tab, is there a way to upload or write the list of Customer ID in a formula so that the result of my GI would only show from the list? Is in condition does not seem to be working for me or am I doing something wrong? Thank you for your help.  

Hello,When creating sales quotes from opportunities the window keep the "Set New Quote as Primary” tick box selected by default for all the quotes created.  Is there a way to keep this ticked off for any subsequent quote created after the first quote? Thanks,Dulanjana

I am fairly new to ACM and would like some help on editing my purchase orders GI. Just as the GI shows the Order qty and the Open qty, I need to be able to see the "total qty on receipts".Additionally, I need a condition where it only displays the purchase orders where the "total qty on receipts" is not equal to the Order qty.Can anyone give me the steps to do this?

I have read that Acumatica is working on running on Linux with .NET Core. Will Apache / Nginx be the web server used? Would PHP be a better solution than .NET Core?Can Acumatica run on Apache on Windows?

Hello all,How can I calculate the original subcontract amount for an individual subcontract? Or where can I find it?The Ext Cost column looks to be dynamic but I’m looking to keep a track of the original cost too.