Discussion Forums

If I set up a substitution item for a stock item, will inventory planning take that information into account? I’m trying to figure out how much seed to order, but we are discontinuing one variety for a different variety, and expect to sell the same amount of seed. We have a forecast established but ideally I would want the new seed to show up on the inventory planning for purchasing purposes. 

We use batch picking, (4 shipments per worksheet) and sometime we need to confirm what we picked before the entire worksheet is completed/picked.Is there any way from to confirm the lines that have been picked while leaving the rest open?any thought or tips would be greatly appreciated.

I am trying to update the backflush flag on production detail. I am close but something is off….  It throws the following errorsany ideas?

I am testing serial number behavior for Production Orders linked to Sales Order line.If I pre-populate desired user-enterable Serial numbers on the Line Details tab of Production Order Maintenance, I am expecting that those exact serial numbers would be the choices when I do the final move transaction to put the finished goods back into inventory. On my Move transaction, I expect to see those same 5 serial numbers that I said I was producing to be available in my final move, but they are not available:  Am I missing a configuration somewhere perhaps? I do not understand the intent of pre-populating the serial numbers on Production Order Maintenance  if they are not available for selection during the Move transaction. Thank you.

I am just asking if this is not supported or I missed something.I am hoping that when Allow Preassigning Lot/Serial Nbr is checked in prod order, and a lot number is specified in the production order, the Move will use that automatically. It appears it doesn’t.This is example of my order:Tab Line Details: The finished good’s lot/serial class: However when Move is created, the lot number is not used automatically. 

Currently all our users can access any Bill/Adj. and Cash Purchase/Return by searching and opening results from the Transactions and Profiles tab of the search bar. This includes transactions that they are not able to view on the Payables screens because of their user role. We do not want to disable the search bar for everyone because our admin users use it regularly. Using Row Level Security to restrict access to certain vendors for certain users would be both hard to manage and would not always prevent users from accessing transactions that are not their own or those of people below them in the company tree. We would like the search bar transaction results to match what users have access to on other screens. 

Hi, I wonder what I should do if I would like to make the country field a not-required field. (I know that we have the default setting for this field, but I do need to make it a non-required field for my current issue.)I found an old solution to check the box under the layout properties, but now the function has been changed I wonder which one indicates some function as the previous ‘require’ box  

So i wanna use filter parameters on my processing screen to be used in the processing function without breaking functionality, this is how I’m currently binding the processing function but it can’t take parameters like this: protected virtual void _(Events.RowSelected<XCRecurringTaskFilter> e){ if (e.Row == null) return; RecTasks.SetProcessEnabled(true); RecTasks.SetProcessAllEnabled(true);// this is the line RecTasks.SetProcessWorkflowAction<XCRecurringTaskMaint>(g => g.GenerateTasks);} 

Hello Guys, can you help me with increasing the length of Description field for Cross-Reference in StockItem ? I tried to increase the length via Database Scripts (Customization), but it do not work. Hope u can help me. 

Hi,My mater financial calendar is designed in a way that start and end is not according to the general calendar. Example is as below. And I’m setting up fixed assets and when creating a fixed asset with acquisition date 27/10/2021  it gives me below error. “ FA Error: The document cannot be released, because the 05-2022 period in the posting book does not match the financial period in the general ledger for the SFT company. To amend the periods in the posting book based on the periods in the general ledger, on the Book Calendars (FA304000) form, click Synchronize FA Calendar with GL.” Then I tried the process but it gives me below error. Can you please anyone help me with this? Thank you,Dulanjana

I do not need to manage taxes for every customer.  If the customer location tax zone is blank and blank on the Project, why does Avalara try to run the integration?  It does not seem the Projects work the same as Sales Orders or Invoices.And - how do we pull the Customer Location address into the Project Address?  Users should not have enter the Project Address - how can we pull it from the customer location?  

User Role merging…..We have 53 roles mapped to AD Users - unfortunately each user has upwards of 15 roles and they obviously overlap; these haven’t been managed well and it’s time to take care of them; I would like to get this down to 15 roles, 3 or 4 roles per dept for base user, super user or manager and nothing overlapping. Therefore, each user only has one role.Does anyone know of an easy way to download the access rights from each role so that it shows individual field level access. I’m fully aware we have some user roles where field level access/blocks have been put in place; due to external tax providers and such.I’ve looked at this article: Importing Acumatica User Roles / User Security Permissions from Excel • Everything Else • Acumatica User Group Forums and this community forum Access Rights Update via Import Scenario | Community but it’s not any clearer on how to get the field level access downloaded to prepare for import scenario.

Looking for a Payables solution to be able to see Status change history for the AP Invoice records. We’ve explored the Audit History and the accessibility is a bit clunky and hard to read through for general users.Has anyone has found or built any solutions to better track these changes and/or report on them?Our primary goal would be to see date/time of changed status and user who made the change. The use case being, we have a lot of invoices that require Approvers to make changes to the invoice distribution coding, requiring them to put toggling the invoice status and resetting the Approval request record.Alternatively, if I could figure out how to access the Audit History key table for Events I figure I could find a way to report on that data through a GI, but I can’t find where in the DAC that information lives or how to access it.Screen SM205530 Audit History; Events table with desired info, but cannot determine DAC source.Appreciate any and all help. Thanks Community!

When I cancel a Change Order, it still gets sent out for approval via an Approval Map (which I don’t want, just want the status to stay Cancelled).  In the Approval Map, it doesn’t appear that I can exclude the Cancelled status of a Change Order.  Also, I don’t want to do this, but I also cannot approve the cancelled CO as the Approve button does not pop up when it is cancelled.  How should this work?We are running 24R1. 

My data sources from GIs have been automatically updating a PowerBI sheet. However, today one of them broke, and only one of them, with the error:“DataSource.Error: We couldn't parse OData response result.  Error: Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host.Details:    DataSourceKind=OData  DataSourcePath=https://company.acumatica.com/odata/Production/Sales%20Profitability%20Analysis%20Detailed.” I’ve attached the GI that’s causing the issue.

Hi,  I think that batch picking needs to be fixed in the WMS. Below are the issues I ran into while trying to implement this. It would be helpful if everyone else adds their issues. Batch picking by location doesn’t give a quick filter where you can select multiple locations from a list. You can either add it manually, or you could upload an excel sheet, but that takes a minute and is time-consuming The “known limitation” of not being able to batch pick nonstock kits Acumatica doesn’t show you what SH has a non-stocked kit and will add those shipments to the batch Once you run into this issue, there is no real way of fixing it besides removing all items that might be in a kit. Even if you have the same item on a SH not part of a kit Once a picker scans a picking sheet, there is no way to go back. If someone else wants to pick it instead, or if you want to cancel the picking sheet, it won’t let you The lack of system messages regarding the process and what you need to do next. i.e. In

Hi, I’m trying to add note information to the footer so it will print on all pages. when I print it shows all wording but when I export to PDF it cuts it off. see screenshots below.I have the can shrink to true. any other suggestions on how to fix? 

We currently have our main user node as well as a process node.  All is hosted by Acumatica.  We’re on 23R1 and in the process of an upgrade to 25R1.Currently (maybe default configuration, maybe this isn’t even configurable), if I restart one node, the other node restarts as well.  Officially if I publish customizations, they publish to both nodes at the same time (but I’ve had issues with this, so our publish process includes publishing on both nodes).I’ve been told that, in older versions, the nodes were managed separately and you had to publish to both nodes.  I’ve also heard that you had to restart the nodes separately.  I’d like to be able to do that on our current version--I already have to publish to both, and I’d like to be able to restart the process node without it impacting the main user node.  

Hi,I want that my action button should not reorder when I try to zoom in or zoom out on the browser.Right now my action button is getting reorder in zoom out and zoom in, Creating 3 rows.Can see the below image for more clarification. Before Zoom in After zoom in Please guide me  how my action button should not get rearrange.

 Dictionary<String, String> parameters = new Dictionary<String, String>(); parameters["OrderType"] = Base.Document.Current.OrderType; parameters["RefNbr"] = Base.Document.Current.OrderNbr; //Report Processing PXReportSettings settings = new PXReportSettings(rowExt.UsrDefReport); PX.Reports.Controls.Report _report = ReportLoader.CheckIfNull(nameof(ReportLoader)).LoadReport(rowExt.UsrDefReport, null); ReportLoader.InitReportParameters(_report, parameters, settings, false); PX.Reports.Data.ReportNode reportNode = ReportDataBinder.CheckIfNull(nameof(ReportDataBinder)).ProcessReportDataBinding(_report); //Generation PDF byte[] data = PX.Reports.Mail.Message.GenerateReport(reportNode, RenderType.FilterPdf).First(); if (!salesPersonExt.UsrBotID.IsNullOrEmpty()) {     Helper.SendByTelegramWithFile(salesPersonExt.UsrBotID, data, Base.Document.Current.OrderNbr, "Sales Order: " + Base.Document.Current.OrderNbr); }but print report in ui show correctly display

We cannot figure out an easy way to store pertinent equipment information such as filter sizes, belt sizes, etc., for a piece of equipment where it will be easily accessed for appts and Service Contract work. If we store it in equipment attributes, is is not easily accessed for a technician who is doing the Service Contract work.  Each equipment file has to be opened to obtain the information. And in the equipment attributes, items for each attribute cannot be listed in list form.  It is in paragraph form which is difficult to read.  Where can we store equipment consumable item information such as filter sizes, belt sizes, humidifier pad sizes, etc., where it is easily accessed in list form.  When a tech sees the list, he knows exactly what he needs to take with him to do the job.   What do other companies do that use Field Service?  There has to be an easier way than using attributes.  

Hello all,Where can I check the last count date & the warehouse & location for an item in acumatica?

I have 4 store locations in Acumatica and Shopify. I want to sync “AVAILABLE” stock quantity from Acumatica to Shopify.This is the export settings in the connector, where the availability mode is set to AVAILABLE. Stock quantity in Acumatica:After syncing stock quantity to Shopify: As you can see “AVAILABLE FOR SHIPMENT” quantity is synced instead of “AVAILABLE”. What am I missing here to make it work? Thank you!

Hi Team,I am facing an error. Could not find a part of the path 'c:\temp\2e5c91c0-0311-4eb7-ae46-ce1b0e79796c.zip'. When creating a snapshot,.

Missing Connection to show Customer Class Fields on Business Account GI - Must be missing something- Even using the Customer Class table- I’m trying to show Sales reps their own New AR Accts (vs Cash type), which only works with business accounts for the @me connected to the User PKID. Other fields seem to pull over fine, but I’m not getting the vast majority of the Customer class to Show in the results grid correctly. Any suggestions for connections or existing examples?