Discussion Forums

I know I have asked this before but I am just curious if Acumatica has made it to where you can default a warehouse to each employee.We have a warehouse for each van we have on the road. We want to be able to have the tech that drives that can defaulted so when they use parts off the van it is already selected for them.

Hello,We are new to Acumatica, and we are using Replenishing for our purchases. We ran into an issue, and it looks like it does not take into consideration UOM or conversion factor. For example, it asks us to order 20 each of a part or product, and we enter a PO for one case. It still asks us to order 19 more even though the conversion factor is already defined on the item profile to 1 case = 20 each. We cannot enter a PO for 20 each because our supplier does not sell it by each.In addition to that, it does not round the UOM. For example, if it asks us to order 30 each of a part and the conversion factor is 1 case = 20 each, it creates a PO for 1.5 cases. It does not round it to 2 cases. Is there any option or field in ACUMA to fix it?

Hi all,We currently use core Acumatica as an our ERP and are moving to utilise the Manufacturing module. I’ve created all the cost drivers, the bill of materials, etc for our testing and the BOM calculated cost all matches our Manufacturing models, however, when we generate a sample Production Order against that same BOM it generates a difference in the Variable OH attached, and we can’t determine why.So, the BOM has a single operation with the following configuration:Setup Time: 00:00 Run Units: 384.00 Run Time: 01:00 (labour is backflushed) Machine Units: 1,978.710 Machine Time: 01:00 Queue Time: 00:00 Finish Time: 00:00 Move Time: 00:00 Ignoring Materials because the match the BOM Labour is attached via a shift at a Diff Type = Rate, and a rate of 44.690173/ hour. Overhead is attached via a single Overhead rate, which is variable by Machine Hours, has a factor of 1.0000, and has an overhead rate of $1,957.4300. Typical batch for this BOM is 384 unitsUsing the BOM Cost Summary calcul

Hello-We have a report in the workspace menu that uses the typical behavior:Click the Workspace Click on the Report - Navigates to Parameters screen Click on Run ReportWhat we are trying to eliminate is skipping over the Parameters screen and by clicking on the report, it runs automatically.We have only one parameter called “User”, and here are the settings for that parameter:Prompt: Empty Default Value: =Report.GetDefUI('RowAccessInfo.UserName') Allow Null Value = Checked Visible: Unchecked Required: UncheckedSo, the user is literally entering the Parameter screen with no parameters showing and clicking Run Report. They do this many times throughout the day. So far, I have tried:Using a ‘ReportViewer’ URL in the Site Map - Takes me to a blank screen with the Tenant name in the top left corner There are 15 Report Versions, could this be the trigger taking me to the Parameter screen? Print and Email tab is pretty standard “No Records Found” appears under the Additional Sort and Filters

Good day,I am looking for some advice and directions or suggest on how to automate the updating the Item last cost with the tariff %.  It is important the salesperson realize that the cost of the item now includes a tariff amount/percent that needs to be included in the sales quotes pricing to customers.Any thoughts or questions.  The company management is discussing it.  The current environment seems to expect this not to change any time soon;  we order from Canada, and China mostly.  Our vendors are starting to pass on the tariff on the purchase order/freight, etc.Logic.Add a checkbox on the stock item profile to identify the specific items. ( We will need to identify the specific Canadian items or other countries.) Write the script to update the last cost with the tariff percentage after it the product is received into inventory. (Last cost is updated after each purchase order/purchase receipt is released) The script updates the last cost plus the 25 percent tariff. (Temporary chang

I recently upgraded from R22 to R24v2.  I have several custom reports that have charts embedded in them.   Many of these charts now crash the report at runtime.  It is a known issue.  has anyone created a workaround? 

Good day We run the company by using calendar years (For management accounts purposes), however the reporting on the budgeting side only allows for financial years, my question is, is there a way to use Calendar years when creating and reporting on the budget function? 

I am trying to group and count rows but am unable to. PXResultset<GSDocSyncState> goodSel = PXSelectGroupBy<GSDocSyncState, Where<GSDocSyncState.sFDocumentType, Equal<@P.AsString>>, Aggregate<GroupBy<GSDocSyncState.sFDocumentType, Count<GSDocSyncState.sFDocumentID>>>>.Select(graph, type); us.updates = goodSel.RowCount ?? 0;What am I doing wrong?Thanks 

I tried to extract a generic inquiry and was hoping I could convert it into a report where they are print horizontally. I was wondering if you guys would have any insights how just like transpose in MS Excel.  For example, I am printing a list of Branches and the time they are created and it is currently printing like this:  However, I want them to print like this: It is not a transactional DAC and only have a certain number of entries so I don’t have to worry about printing outside the width of the page.  Attaching the report just in case but this report is an export of the generic inquiry.    Thanks so much in advance.

Hi Acumatica Community,May I ask if there is a setup of this field to make it automatic enabled upon creation of Production Order Maintenance?  Thank you!

Hi Acumatica,Is there a way to restrict the order type per user or the default order type per user? Thank you!

When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below). Thanks!Pete  

Hello. I am looking for anyone who uses the system to estimate freight quotes for potential sales opportunities or quotes.  We are working on uploading the weights and dims for products currently, but interested in ideas for sales to use the system to quotes vs requesting shipping for quotes.   Thanks. 

I am trying to create a report that will list vendors with and without balances but once Vendor DAC is joined with APHistoryByPeriod, only vendors in APHistoryByPeriod are shown. I am not sure who to translate such condition to the report designer. Like if [Vendor.AcctCD] found in [APHistoryForReport.VendorID] then show $VendorBegBal otherwise 0. I have attached report for reference. Thanks so much in advance.  

Hi! We have a customized table that holds historical sales order data. The goal is to create a GI that displays the historical SO data and current live SO data, where the doc id will show in the same column. Is this something possible to create? I’ve tried joining the DAC with business account ID field, but because the document number on the historical table is ‘DocID,’ and on the SOOrder it’s ‘orderNbr.’ the two fields show up in two different columns instead in the same column.Any suggestions/ideas on if this can be done? Thanks!

Hello All,In Events Handlers, I am wondering how we can locate fields that business logic has raised and/or set error/warning for them. Basically what are the fields that have Red crossed circled or yellow exclamation?

Use Case: Users would like to sell in Commerce sites the same product in different UOMs than the default Sales UOM in Acumatica. Example, merchant could sell apples in Kilogram(KG) and also in Pounds(LBS). In Acumatica, the user could have the Sales UOM as LBS but sells in Commerce site as KG. Most of the sites do not support UOM. Both Shopify and BigCommerce does not support it. Solution: Provide the SKU code of the product in Commerce site in the Cross-Reference tab in the Alternate ID field with the required UOM in the Stock/Non-Stock forms in Acumatica. Commerce Connector, will get the SKU code from the Commerce site’s sales order product and checks in Acumatica if there is a matching Inventory ID, if it finds, then it will be used with this UOM in Acumatica SO Line. If not, connector will check the Alternate ID from the Cross-Reference tab with Alternate Type as Global. If it matches, then the UOM will be taken from the cross reference tab for the SO Line. Please see below screens

Hi everyone, Is there a way that the condition @me in the generic inquiry be turned off if the login is not equal?  I have created a generic inquiry to see Sales Orders however we want to limit it in which if the Salesperson of the Customer in the SalesOrder is @me, I would only be able to see orders where I am the Salesperson. If not, I am able to see all sales order. I hope I explained it clearly. (Note: I’ve included the GI in question. Thank you so much in advance.)

Hi Everyone, We have some generic inquiries that were published with view only access to some users.  At times, it seems like the parameters on the inquiries malfunction and are read-only.  It seems that changing the access to Delete on the generic inquiry resolves this, but I want to understand if this is by design or is a bug and what the best practices are for permissions on published generic inquiries.  It doesn’t seem to me that assigning Delete permission on a GI has any potential issues with data being modified since the user would need the appropriate actions on the underlying screens (I believe), but looking for some confirmation here.Thanks,Mike

When exporting orders from Acumatica using the Shopify connector, it is requiring that the sale be > 0.   Error on order : Transactions is invalid; Error on transactions : Amount must be greater than zero for sale transactions We use Acumatica to create replacement orders, giveaways, affiliate orders that have no revenue. Acumatica makes it easy to use Reason Code, plus it’s quicker to order from Acumatica than Shopify. We would like these orders to be in Shopify so the customer can see the history and so our 3PL can fulfill those orders using our current workflow.  Has anyone experience this or know of a work around, other than creating the order in Shopify.   

We need to display the whole Production Ticket report (AM625000]) in the Spanish language. Could you please guide us on the best practice to localize this report

I’m starting in on code customizations with this simple project, but I don’t know how to do the last step. In brief, I have added a PXDBScalar field to an SOShipment extension which pulls in the External Status field from SOShipmentCarrierData. The code displays correctly (C, S, or N), but I would like it to show the more user-friendly descriptions of ‘Completed’, ‘Workbench Processing’, or ‘Not Submitted’ respectively. Is there a way to have that display instead of the underlying code? Context:The goal is to have the PaceJet processing Status visible on the Process Shipments screen (SO503000) so that we can distinguish between shipments which have finished processing in the external carrier and those which have not; We don’t want to prepare invoices on shipments which have been confirmed but not fully packed through PaceJet.To accomplish this, I extended SOShipment with a Scalar value using the following code (adjusting the code from another post)public class SOShipmentExt : PXCacheEx

Hello,I want to add some data fields to the fop of the project form, but I am not sure where to get the data.  I figured out how to add the data in a customization project, but I am not sure where to get the data.  Any suggestions on how to find the following data? I want to add 3 columns, one for current totals, pending AR and Pending APCurrent Totals AddActual Subcontract AmountUnreleased RetainageOpen Amount duePending ARPending invoice amountPending RetainagePending amount duePending APPending APPending SubcontractsSimilar to this, a financial summary tab would also be nice, almost a dashboard page.This data would be nice because non-financial literate people can see the status of the project, is retain still released, etc.  When working through payments, there is a lot of time we have pending subcontracts for approvals, its a good way to see what is sitting out waiting for approval.  Gives a better read of the project. Thanks for the help!

In the course of attempting to add an unbound field to the grid of the ‘Critical Materials’ screen (CriticalMaterialsInq), what should have been a simple task turned into much more. Here’s my assessment of why, but I would love to hear some feedback from people who have a more thorough understanding of how the Acumatica cache works.The grid is based on the ProdMatlRecs data view, made up of SelectedProdMatl records. The SelectedProdMatl records are created from AMProdMatl records and inserted into the cache in a data view delegate (prodMatlRecs()). Here’s where things get interesting.If the cache contains records marked as inserted, these records are ‘yielded’ and that’s itbool itVar1 = false;IEnumerator enumerator = this.ProdMatlRecs.Cache.Inserted.GetEnumerator();while (enumerator.MoveNext()){    SelectedProdMatl itVar2 = (SelectedProdMatl)enumerator.Current;    itVar1 = true;    yield return itVar2;}If there aren’t any ‘inserted’ records, the results are selected and constructed fro

Hi community, Has anyone tried adding the Excel export/import functionality on the Attributes tab? I am trying to enable this on the Projects form but the Attribute column is not visible and so,  the import does not update the recordsThis is what I have done On the Customization project, set AllowUpload true and InitNewRow TrueTo allow importing and expose the AttributeID I added the following code public class ProjectEntry_Ext : PXGraphExtension<PX.Objects.PM.ProjectEntry> { #region Event Handlers [PXImport(typeof(PMProject))] [PXViewName(Messages.ProjectAnswers)] public CRAttributeList<PMProject> Answers; public void PMProject_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { PXUIFieldAttribute.SetVisible<CSAnswers.attributeID>(Base.Answers.Cache, null, true); } #endregion }but still the Attribute is not shown on the import settings  Attached is the customization if anyone wants to take a peek(I am testing on 24R1)