Discussion Forums

Has anyone had any luck with scanning on an ipad in the browser? I have created a new screen, where our shop floor can just scan in the “Request CD” from a QR code and it will find all information about it. I have the “Tab” turned off on all the fields excep the first one. This allows you to “Rapid Fire” scanning and just scan everything you need to without any additional clicking. We were looking at using a browser on an ipad, but you have to click in the field in order to fill it out. it will still go to the next line like it should, but you have to click it before you can enter information. It doesnt do that on a regular computer or a surface. Is there a way to do this or will i have to add it to the acumatica app for it to work?  

Hi Community,I often am asked as part of the approval process to prevent users from approving their own documents.This can be done by setting an approval rule that the current employee is not a specific employee ID, but then I am stuck maintaining a list of employees on the approval rules.I could also find a way to exclude a specific workgroup, but usually an employee has multiple workgroups.This feels like it should be out of the box approval process.How do most people handle this situation? 

Hello - I am attempting to create Purchase Order Approval Routing by Project Task or Cost Code, however, when I choose those options on the ‘Purchase Order Line’, no Project Task IDs or Cost Codes will populate, despite us having those configured in the system.Am I missing a step here in order to get these to populate in the approval routing options?   

When releasing the Adjustment, an error will occur. InventoryID and Lot/Serial Nbr have already been received, This is standard Acumatica, How to found the issue? 

 Pop-up alert: Failed to convert parameter value from a String to a Decimal.Custom table decimal field created as selector column in UI.Dac:    #region DecimalField    [PXDBDecimal(0)]    [PXSelector(typeof(Search<TableName.decimalField>), typeof(TableName.decimalField),    Filterable = true )] [PXUIField(DisplayName = "DecimalField")]public virtual Decimal? DecimalField { get; set; }public abstract class decimalField: PX.Data.BQL.BqlDecimal.Field<decimalField> { }UI: <px:PXSelector runat="server" ID="CstPXSelector39" DataField="DecimalField" ></px:PXSelector>Created a GI with the same field and able to search and retrieve records. But from UI selector field search is not retrieving related records just display all records. Tried Search equal to current , search3….Also tried making other decimal fields as selector, on search retrieving records as expected not sure why only one field while is also parameter of GI is having issue. Any suggestions on how to solve t

There are so few optimization tips currently, that I wanted to share my recent resolution to a GI that was taking so long to load it would time out on data sets over a few thousand. I expect the specific use case is a bit niche, but hopefully someone can take the concept to speed up their own GIs.Abstract - TLDRA query that was joining SOLines onto a record using OR between two InventoryItem keys on a single record loaded significantly faster by joining SOLine twice - once for each key - and treating the tables as if they were unrelated using a limited cross join to keep them separated.  The situationWe have pairs of items which are related by a BOM which are essentially the same product but in different forms. Specifically, fabric that is either rolled on a tube in long lengths for manufacturing or already cut and rolled on a board for more commercial sale. The BOM is a simple 1-to-1 conversion. Both are available for sale. We like to see demand (sales and production) in terms of just

Hi all, We are currently into an issue where creating a Primary Contact does not update the Ship-to or Bill-to Info.I was expecting once a primary Contact is set-up that there is at least an option to bring in that Contact Info (even if Overwrite is selected):   I feel like I am missing something super trivial.Any ideas / thoughts?

In our customer portal, we have found that selecting a Sales Order brings up a random Sales Order. The sales order is the same regardless of which one we select on the list of orders. Whenever we filter, the order that displays is different. What could be causing this issue?Here’s the code for the OrderNbr. 

Does anyone know how to export the Property Management / Acumatica data for me to use for a different system? Thanks.

Hello,we are trying to send our first oder via API and the salesOrder endpint to acumatica\haufe x360.We are using the following JSON fileWe receive the following error response: 422Unprocessable Entity[...] I have tried to send the CustomerID in the CustomerID field and also the customer's internal UUID. I always get this error message.Does anyone have any idea what I am doing wrong with my request?Thanks in advance!Steffi#team aurebus

Since an update from 2024 R2 207 to 2024 R2 208, backflushed material transactions are pulling material from the wrong location.  The component is lotted.  When there isn’t enough material on a single lot in the specified location to meet the requirement, the split transaction takes material from a location other than the one specified on the production order detail.We’ve opened a support case and it is with R&D.Just wondering if anyone else has encountered this issue.  It’s causing some major inventory issues.​@angierowley75 Thanks in advance,Laura 

We are on 2024 R2, has anyone noticed that the ascending or descending selection is no longer available in the columns option selection. 

There aren’t any posts in the past year on this subject, and the few previous posts didn’t really show people using the system. The feature set for Lightspeed Voice looks great, as does the native Acumatica integration, but I’d like to hear from actual customers using their platform to know how well the VOIP service works. Thanks!

I am trying to run an import scenario for bills and adjustments with multiple lines. The first bill is imported correctly, but the second one throws an error: 'The Remove Hold Button is disabled.  I use a similar scenario with 1 line only and it works. 

I have employees that have entered timecards and which data I now want to use to process payroll.Can I directly use those time records as the basis for payroll batch data or do I need to export and reimport to a payroll batch?

Has anyone done any integration between Acumatica and Klaviyo (email marketing platform)? If so, I’d love to hear how you accomplished that. Thanks!

I’m curious if there is a way to change the default form that a link to a transaction (ie, sales order, invoice, credit memo, etc.) links to?  I know I can override default navigation on a GI, but I’m curious if I can change what a stock screen opens if I click a link.Specifically, I’d like to change Credit Memos to open in Invoices and Memos, not in Payments.  If we’re opening a credit memo, we’re either checking balance or application (which are available in either screen), or we’re checking the line item details or financial configuration (which is only visible in Invoices and Memos).

This may be a 2025R1 Service Pack 1 error.  When creating a new non-stock item, the IN Control Account cannot be specified in the Expense Accrual Account field. The Acumatica form reference specifies that this field is for the IN Control Account. Selecting the IN Control Account creates an error but changing the Type field in the General tab clears the error. It doesn’t seem to matter what is initially selected for the Type and the Type can be changed back to the initial selection without the error returning.  I created an import scenario for non-stock items and it can’t get past the error even after specifying Ignore Error and having the import scenario change the Type and then change it back.   Has anyone else encountered this? inventory

Hello,I am trying to add another line to existing Source Restrictions on an Import Scenario. Upon click save getting the following message. The business event, automation schedule, import scenario is all turned off and no other processes are running that uses the same field or running. Any suggestions on how to resolve this? Thanks in advance.Error: Another process has added the 'SYImportCondition' record. Your changes will be lost.

Get the purchase order promised date for production order material that is on order.I am trying to put together a generic inquiry that shows production order materials and the promised date for their delivery as shown in the purchase order detail for that material. How do I link the production order material record (AMProdMatl) to the purchase order detail that it is linked to?Thanks in advance!

HelloI need to generate barcode with tab character in itSay i have Filed1 and Field2 then i need to create the barcode of Code 39 which combine the two fields and tab character between them[Filed1] Tab [Field2]I need the formula to combine the three values in one stringThanksMagdy

I am used to seeing STD Unit cost details; Material, Labor, OH, Subcontract.  In Acumatica I am only seeing “Unit Cost”.  The issue I am finding is that for WO, Acumatica is showing Production variance detail, which is based on Production Quantity, not standard cost.  Therefore the posted variance break out is unknown as the variance is posted as one amount based on standard cost.If I can find the Std Unit cost details, we should be able to compare STD costs vs Actual Production costs. 

We are creating a GI that shows the information found in the Item Warehouse Details line by line for each item. The Inventory items appear to be showing multiple times for the same branch, as the last count date is pulling every time it was included in a count. We only want the items to show once per warehouse with the most recent count date. 

I am trying to create Customer Payment Method  - Error Payment Profile Id missing      var custPayMethodGraph = PXGraph.CreateInstance<CustomerPaymentMethodMaint>();    PX.Objects.AR.CustomerPaymentMethod newMethod = new PX.Objects.AR.CustomerPaymentMethod    {        BAccountID = CustomerID,        PaymentMethodID = "EBIZSB",        Descr = "Imported EbizCharge Card",        CashAccountID = 4,         IsActive = true,        CCProcessingCenterID = "EBIZSB",        CustomerCCPID = “123456”,     };    newMethod = custPayMethodGraph.CustomerPaymentMethod.Insert(newMethod);    PX.Objects.AR.CustomerPaymentMethodDetail detail = new PX.Objects.AR.CustomerPaymentMethodDetail    {        PaymentMethodID = "EBIZSB",        DetailID = "CCPID",         Value = “1234”            };    custPayMethodGraph.Details.Insert(detail);    custPayMethodGraph.Actions.PressSave();

We currently are using the 2024R1 version Acumatica Construction Edition and will be upgrading soon to a newer version. We have multiple companies. Our primary company is a general contractor. One of our smaller companies manufactures large concrete wall panels for fencing and concrete blocks for retaining walls. We are looking for a software that will integrate with Acumatica or we would like to see if Acumatica has the ability to track inventory and include a heavy duty scanner that is capable of scanning the heavy concrete walls and blocks after they are poured and updating our inventory count and where we can also scan the material as it is loaded on 18 wheelers and shipped out to projects to automate our process and track inventory and billing more efficiently. Can anyone recommend a software or has anyone had success using Acumatica’s inventory tracking for such heavy concrete products?  I would really appreciate any suggestions or experiences that can help us find the right solu