Discussion Forums

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.

I have managed to add two custom fields to the Line details (Time and Material) of the pro forma screen.We need them to be editable once the status is closed, but in doing so using code, all the fields are editable which is a bit dangerous as the invoice is already released. I then checked the workflow and it has no setting for disabling all the Pro Forma Line line (All Fields) in the Closed Status.  I thought, lets add it.  Still all are editable. Really need to stop all the other fields from being editable so hoping for some help here. My code:  public class ProformaEntry_Extension : PXGraphExtension<PX.Objects.PM.ProformaEntry>  {    #region Event Handlers    protected void PMProformaTransactLine_RowSelected(PXCache cache, PXRowSelectedEventArgs e)    {            var row = (PMProformaTransactLine)e.Row;          if (row == null) return;        cache.AllowUpdate = true;       PXUIFieldAttribute.SetEnabled(cache, row, true);       PXUIFieldAttribute.SetEnabled<PMProformaLine

I’m trying to find the budgets for the individual 12 months are. GLBudgetLine is supposedly where they are, but they’re not there. How Can I add these budgets to a GI? 

Using the Amazon integration.  Does anyone have a way to automate the batching of deposits from Amazon Payments?  

Hi AllMy organization is looking to implement e-signature in our Acumatica instance.The proposed use case scenario is for customers to use an epad to sign on invoices when they receive it from our sales team.Can this work with the current esign customization that is available, please?If not, are there any options available?ThanksAmit

Hello all,I am trying to add an employee selector field in Projects (PM301000) screen. below is the code that I had applied, but it doesnt work:[PXSelector(typeof(Search<EPEmployee.bAccountID>),            typeof(EPEmployee.bAccountID),            typeof(EPEmployee.acctCD),            typeof(EPEmployee.acctName),            SubstituteKey = typeof(EPEmployee.acctName))][PXUIField(DisplayName="TestEmployee")]

Looking for a Time Clock device that is compatible with Acumatica for employees to clock-in/clock-out of manufacturing work orders. This is possible with the Acumatica APP with an android scanner such as the TC21. But it is not practical for a shop of 20+ production employees who are clocking in and out of production orders often. It requires the user to login to the application. It is clunk and time consuming. We need the employee to be able to scan a badge and WO barcode to clock-in and out of work orders. This is nothing new to the manufacturing world. https://www.acumatica.com/cloud-erp-software/manufacturing-management/manufacturing-data-collection/ Based on Acumatic-Automated-Data-Capture-ADC-Playbook.pdf it sounded like this would be no problem. But, we have yet to find anyone who can recommend a time clock that will work for this application. Summary from the Acumatica PDF: TIME CAPTUREMany time clock applications can beconfigured to collect data for shop floorlabor reporting,

Help. I need the following reports: Sales By Customer By Product & Sales By Customer By Revenue

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?