Discussion Forums

Working on a modified version of the Inventory Valuation report to act as an inventory transaction log. Trying to get a beginning balance field set up. The goal would be for the report to calculate the total on-hand quantity for the item from BEFORE the date specified in the @TransactionDateFROM parameter. Any ideas?

Good day,I added a new Company/Branch to the Unit Set.  All the individual company/branch reports work.  However, the Consolidated (ALL) report is now not working.  I have new Canada reporting ledger that is the new addition. Nothing else has changed other than adding the new company/branch reporting ledger for Canada. Any advice to getting the ALL (Consolidate Balance Sheet) for a consolidated Branch.  Below is the Unit set.Thank you.  

Good day communityI need to do a bulk reversal of batches created by FA which can’t be deleted. I have posted all the batches and created an import scenario to reverse. Error message is “Batch Status invalid for processing.” Can anyone help? Thank you 

I have a GI I would like to have added to a side panel on the shipments screen.Here is a code snippet of the WorkflowAPI I am attempting to use for this, which has been successful with other screens, however the NavigateToScreen method ask for a graph, and I am unaware of a graph that lets us use GI’s.Is there a better way to do this or a method I can use for this API workflow change? 

Hi Team,We are working with 24R1 and trying to increase User-Defined Fields length on Sales Order screen (please find attached screenshot below for reference).We increased the length to 4000 characters but here on Sales Order screen it is taking default length only.For verification we have written cache attached for Value field of CSAnswers DAC for InventoryItemMaint graph for Stock Items screen and there it is working as expected.But when we tried the same here for Sales Order screen, getting error like below: Can you suggest the best possible way to achieve this. Thank you in advance !

I am using the ECR/ECO process. I created an ECR saying we need to add another step to the routing. I approve and commit the changes through the ECO. This updates the BOM adding operation ID 0075 in this case. However, the Operation DB ID is 15. So when I complete 0075 it is completing all steps with an operation DB ID < (less than) 15. We have zero customizations in this area and are looking at this in  2024R2  

Hello,I am trying to add a custom field to the INSiteStatusByCostCenter DAC. I have been able to add the field and have it populated when I create an inventory adjustment. However, when I create an inventory issue, the value of the field is removed from the database. I have tracked it down to two places where I think this is happening but now I am stuck on how to get past it. Problem 1:In the SiteStatusByCostCenter DAC, the fields have their assign behavior set to summarize in the prepare insert of an Accumulator attribute. Is it possible to do this on my DAC extension? protected override bool PrepareInsert(PXCache cache, object row, PXAccumulatorCollection columns){    if (!base.PrepareInsert(cache, row, columns))    {        return false;    }    columns.Update<qtyOnHand>(PXDataFieldAssign.AssignBehavior.Summarize);    columns.Update<qtyAvail>(PXDataFieldAssign.AssignBehavior.Summarize);    columns.Update<qtyHardAvail>(PXDataFieldAssign.AssignBehavior.Summarize);   

Im using Process Payments / Print Checks (AP505000) screen When I Click PROCESS button It redirects to ap641000 report page. Why do I get this error? But when I run the empty report it prints.  

We have been creating statements for several months and today when we went to run statements we got an error ‘ Nullable object must have a value’ . I have checked the statement cycles and the preferences and have not found a problem.  Any suggestions on what to check next?

We have a customization project that creates a SQL view, DAC, and GI But since upgrading from 2021 R2 to 2023 R2 the GI is empty but looking on the SQL server the fields are not empty.I’ve tried to recreate the DAC, GI, and View with no change. Attached are images for reference as well as the customization project. Can anybody help shed some light as to why these are coming back empty? Thanks,

is there a way we can get Acumatica to give us a ‘Mark All for PO’ option on Sales Orders?this is so we don’t have to go line by line to mark for PO

Does anyone know of a workaround to trigger a Business Event based on a Parent GI?  In reality, I want to do it based on a schedule, so I can send an email regarding the status of our Daily Field Reports.  However, an email of just info from the top-level DFR table isn’t particularly helpful; it would provide a lot more value if I can present some statistics about the DFR (but since the DFR data comes from a bunch of different tables, I grouped child queries by table and joined them to a parent table, hoping that I could send an email based on a schedule for the Parent GI Data; but was shot down). Essentially, I want to send a Daily Report summarizing the DFRs to our management staff (with a link to the actual PDFs) rather than sending individual emails when the DFRs are approved.  

Hello,how can I add LotSerialNbr from SOShipline (SO302000) in SO303000 (Invoice) in detail grid ? Thanks in advance

Good day,Right now on the RM (Order Type), the Auto Create Checkbox is defaulted to TRUE (Checked).  Is their a preference to change the default to FALSE(Unchecked).  Users need to uncheck the box to process the RMA to bring the item back into inventory.  (We don’t send out replacement items using the RMA process.I appreciate any suggestion.Thank you@Evan G 

Hi @all,when a new lead is added to Acumatica, an email should be sent to the lead’s email-address.This works well for me with the following settings. See Screenshot below.But the email isn’t linked to the lead I added.There’s a field to link an object like a lead. See green arrow in Screenshot below.What is the right syntax for this field to add a link to the lead?I’d appreciate your tips/ hints.Kind regardsMichael 

I’m trying to create two pxformula attribued on a DAC. #region UpcomingCycleID [PXInt] [PXUIField(DisplayName = "Upcoming Cycle ID", Enabled = false)] [PXFormula( typeof(Search< CycleDetail.cycleID, Where< CycleDetail.cycleMajor, Equal<Current<SeriesDetail.cycleMajor>>, And<CycleDetail.cycleMinor, Equal<Current<SeriesDetail.cycleMinor>>, And<CycleDetail.date, Greater<Current<AccessInfo.businessDate>>>>>> ))] public virtual int? UpcomingCycleID { get; set; } public abstract class upcomingCycleID : PX.Data.BQL.BqlInt.Field<upcomingCycleID> { } #endregion #region UpcomingCycleDate [PXDate] [PXUIField(DisplayName = "Upcoming Cycle Date", Enabled = false)] [PXDependsOnFields(typeof(SeriesDetail.cycleMajor), typeof(SeriesDetail.cycleMinor))] [PXFormula( typeof

We’re a month past go-live and integrated with Workforce Go! for payroll. We sync time activity data to them and they do hours calcs from the raw data.If there is any overlapping time in a timecard (actually in time activities), the sync will fail until it's corrected. Employees enter time via mobile app time punches or manually entering time in timecards.We’ve customized the employee’s timecard view with a calculated End Time field so they can clearly see their next Start Time doesn’t overlap and their Approvers are also supposed to be checking this.However, as with all human-driven processes, overlaps are still getting through. The problem is the entire sync will fail on a single overlap, so it’s a constantly iterative process to fix and resync, fix and resync until they’re all found and fixed.Our WFG integration specialist has said other customers have asked their partners to develop a GI that shows and/or flags time overlaps in time activities for any given pay period or pay week t

Hi,I tried to export a scenario for stock item and I am getting a issue. I have defined conversions on stock item , but when I prepare for stock item export scenario , it is fetching the conversion which is not define on stock item. ( the conversion is also not define on  item class, unit conversion as well)The conversions which are define on stock item is getting fetching along with the conversion which has not been define .Please anyone has solution or suggestion for this.??

We just upgraded to 24r2 and are thinking of switching to Acumatica Payments.  With our current third- party payment vendor, Credit Card Processing fees are calculated, and these fees are being added to the Acumatica Payment screen so that the customer is paying for using a credit card.Is there a way to continue to calculate credit card processing fees and charge them directly to a customer if we move to Acumatica Payments?

Hi Community,I’m working on building a summary report in Acumatica that consolidates key metrics from six different reports. Each of these reports has its own unique filters, such as different CompanyID, TaxAgencyID, and date parameters. Here's what I want to achieve: The main report should act as a summary sheet. Each subreport should return one or more calculated values (like CuryDocBal total from OTP Purchase Report, or LineNbr = 1 value from Tax Summary Report). These totals should be displayed in specific sections of the main report.Any suggestions, best practices, or a guide/document that could help me design this correctly?

Hi good day can you help me i want to show detailed transactions and balances. Can be run per customer or consolidated by parent. 

Hey everyone, I’m trying to find information/training/Documentation on higher level functions of Report Designer.  I have done the Acumatica training, but looking for how to do more.  One example is how to use SubReports.  What do I need to take into account to create a sub report, link the two reports to push and pull the data that I am looking for.  I have some reports that use sub-reports in my system, and I have tried to reverse engineer, but not having a lot of luck. Any information would be appreciated..

We have a Business Event that triggers once a month and executes an Import Scenario. The Import Scenario references a Generic Inquiry that pulls from the PMProject and PMTran tables. This process automatically generates and posts project costs.The Business Event is scheduled to run on the second Wednesday of each month, but we need the Transaction Date on the generated records to default to the last day of the previous month.For example: If the scenario runs on July 9th, the Transaction Date should be 6/30/2025.Currently, we are manually adjusting the Transaction Date after it runs. I’m looking for a way to automate this so that the Details → Transaction Details → Date field defaults to the correct value.My assumption is that the best approach would be to add a calculated column to the GI, but I haven’t found the right expression or combination to make it work reliably. 

I created a custom Pack Slip, attached it to the Pick List and it prints as expected.I went to do the same thing for a second customer and the border for one of the header sections is in the parent header section and the footer is missing, but only while it is in the Pick List form.  When it is printed separately it works fine.  Previewed as the raw report When it goes to the sub report it gets weird. I used the standard pick list we use for our default pick report, and the other custom pack slip report.  If I turn off the header border the box goes away, but I need the box around the column headers.  I just replaced a working report in the sub report box.