Discussion Forums

There’s not a whole lot of information on adding the Add Items dialog/action to other screens. I see that the interface has been generalized to make it easy to implement the functionality across different screens. Just wondering if someone’s implemented it on another screen and has some advice or code they’re willing to share.

Hi All,I have a customer that want to have their statements send to a specific email address. When I send the customer statement it send it to the Account Email? What am I doing wrong?  ThxDries

This is our 3 months on this system so still a lot to learn. We're using internal approval workflows in Acumatica. My question is: is it possible to modify specific document attributes after an initial level of approval has been granted without triggering the entire approval process again?For instance, if a Project quote is approved by a manager, can we update the attributes without requiring re-approval by the manager or subsequent approvers?Additional Information:Acumatica version Acumatica 2023 R2 Build 23.211.0017 Looking at Project quotes attributes and updating the yellow highlighted fields.   Hope my question is making sense and that someone can be able to assist me.

When in a separate window or list, how can I scroll instead of using the Next or Previous pages buttons?

Hi, I have a requirement to create Issues, Receipts and Warehouse Transfers using Import scenarios. How can I right the logic when there are multiple line for a particular Issue or warehouse transfer.Thanks in Advanced.

Hello all,I have been working on Rate tables for Project module and have defined some rates for lets say Project A & Project B for Employee 1 & 2.The rates setup are as :Start Date: 01/01/2024; End Date: 12/31/2024; Rate: 10$; Project ID: Project A & B; Employee ID: 1 Start Date 01/01/2024; End Date: 12/31/2024; Rate: 20$; Project ID: Project B; Employee ID: 2Now I am looking to import new rates for the year 2025. So the scenario would be:Start Date: 01/01/2025; End Date: 12/31/2025; Rate 15$; Project ID: A ; Employee ID: 1 Start Date: 01/01/2025; End Date: 12/31/2025;; Rate: 25$; Project ID: B; Employee ID: 1.Eventually when I am trying to create a new rate code for the 2025 scenario, Acumatica displays an error stating the Rate Code, Project ID & Employee ID has already been used. Now if I go ahead to delete the 2024 Rate Code and try to create for 2025, it doesnt tr

Hi,I tried to create an import scenario for the Sales Order Bulk update. Here in the Sales Orders there are some items that price need to be taken from the Sales prices setup system and there are some items that price need to be taken from the Excel. When uploading Sales Orders through the import scenario I tried to write the Logic in the import scenario as =IsNull( [Unit Price],[Transactions.CuryUnitPrice]), But the system does not take the price when creating the Sales Order if the unit price is not avaialble in the excel file. How can I solve this?Thanks in advance. 

I am not sure about configuration of Inventory, and it is Modern Kitchen and had organized categories as below:  Prep Tools & Essentials: Chef's Knife, Small Knife, Bread Knife……., Cutting Board, Cutting Board (Premium)….. Cookware & Bakeware: Stainless Steel Skillet, Stainless Steel Skillet (Premium), Sauté Pan, Small Saucepan….. Cooking Tools & Kitchen Utensils: Spatula, Stirring Spoon, Slotted Spoon, Tongs……..

Hi Everyone,We would like to know if there is any way for lines to be “lazy loaded” on Acumatica screens?What do I mean by that? As the definition is:Lazy loading is a technique used in computer programming, especially web design and web development, to defer initialization of an object until it is needed. It can contribute to efficiency in the program's operation if properly and appropriately used. This makes it ideal in use cases where network content is accessed and initialization times are to be kept at a minimum, such as in the case of web pages.So I currently understand that Acumatica uses pagination for everything, this has been a particular pain for users and I do see where they are coming from, especially as we have web platforms that implement infinite scroll where the content is Lazy Loaded as required by the scroll down.We currently have an option implemented on some screens where the pagination has been turned

I have a POOrder object which contains both the ShipContactID and ShipAddressID.  How do I obtain POShipContact and POShipAddress using either BQL or PXSelect?

Hello :)I’m trying to override the ReleaseClaimDetails method under the EPReleaseProcess graph using the code below. public delegate List<APRegister> ReleaseClaimDetailsDelegate<TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension>(ExpenseClaimEntry expenseClaimGraph, EPExpenseClaim claim, IEnumerable<EPExpenseClaimDetails> receipts,string receiptGroupPaidWithType, string transactionType)where TGraph : PXGraph, new()where TAPDocument : InvoiceBase, new()where TInvoiceMapping : IBqlMappingwhere TAPDocumentGraphExtension : InvoiceBaseGraphExtension<TGraph, TAPDocument, TInvoiceMapping>;[PXOverride]public List<APRegister> ReleaseClaimDetails<TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension>    (ExpenseClaimEntry expenseClaimGraph, EPExpenseClaim claim, IEnumerable<EPExpenseClaimDetails> receipts,    string receip

When trying to add Data scripts getting an error - Stated -  Error Code - 406 while clicking on OK after adding Scripts 

Hi everyone Is there a way to include configurable components to subcontract shipment?This item we are trying to set up has fixed materials and configurable components. Once partially assembled, all parts are to be shipped to client site for installation by a subcontractor. The fixed components are can set up as subcontract - ship to vendor as outside process. But there is no way to set up the configurable components to subcontract - vendor shipment. Everytime a production order is created with configuration, we have to manually update the configurable materials, for them to be included in vendor shipment and show up the packing list. Is there a better way to do this?Thanks in advance. 

Does anyone know how to build a Generic Inquiry to show the inventory that is currently in process on a production order.  like Storage Details by Location but for inventory that all the operation on the bill of material has been completed yet.   we are new to Acumatica and need this when confirming our on hand inventory counts.   

I recently noticed somewhere that you can add {br} to an expression in Report Designer to add a line break. I’m curious what else you can do like that within the expression editor, however I can’t find any documentation on this functionality. Does anyone know if this is documented anywhere and, if so, where that is or what other things you can do like this?I’m just curious what else I might be missing because I’m trying to format a field, but trying to format different parts of the field different ways (in Report Designer you can apply formatting changes to an entire textbox but cannot make formatting changes to substrings within the textbox as far as I know). So I was just curious if that could potentially lead me to anything that could help.For example, I have a large textbox with this data (see below). It’s one blob of text that has different fields/values so it’s not something that can just be split up into custom fields. If I wanted to format it in Repor

Can a debit adjustment in AP be applied in any way when the amount owing to the vendor is zero (0)?The credit for the bill in questions has already been settled.

i have a Generic Inquiry that i have been using for a few months now and all of a sudden the Value for the Default Receipt to is showing up as a number.  I also have a problem with my filters using this same field so i think i may be related.  how do i get it to show the actual field value.    thank you in advance.   Below is the Stock Item  and below is a screen shot for the Results Grid.     

Hi There,I’m in Acumatica R2 2023 version and tried to deactivate one of the old cost code which is not applicable anymore. I’m not able to uncheck the active box. Please advise the steps to inactivate a cost code. Thank you.  

I have a couple of questions regarding sales persons that are linked to employees which are linked to a user and how to use this set up conveniently in Acumatica. Basically I want the ability for the logged in user to only have access to the orders and customers which they are the default sales person for. This could be in reports, dashboards, GI screens, etc. @ME does not work as a value in the default sales person field.How can I set up a filter on the sales order screen to view all sales orders with my logged in user as the sales person. I want this filter to automatically default to show the logged in users customers and sales orders without having to set the filter explicitly to that sales person. I’d like the system to detect the salesperson based on the logged in user and reflect this in filters for sales orders. I’ve tried setting Default Sales Person = @ME but that doesn’t work.My Goal is to provide a filter to my sales persons so they can see all of the order

We are a manufacturing company with a heavy drop shipping business. While we have materials that come into our building that are purchased, received, and paid via the AP process, we are struggling with a streamlined process for drop ship POs. Currently, our purchasing department enters the PO and once the Accounting team receives the invoice, we enter the PO Receipt and creates the AP bill manually. We cannot auto-create the PO Receipt once the PO is printed/emailed to the vendor because we need the “proof” it has been sent to our customer. How are other Acumatica customers handling a similar process? Ideas?

I have the SiteID, SiteCD (Warehouse ID), BAccountID.   How do I grab the address information, using C#, from the Address table on the Warehouse (IN204000) page?

Looking for some assistance in the correct API method to  create a POST for a Production Order Move Entry.

HiHow can I pass Class Item description of the inventory id and the sum of  projectreveneue budget.Amount based on the project and customer id in a sub report that is needs to be passed in the group footer of the main report which contains the project revenue budget details based on project id and customer id.I struggle to apply the variable declared in the detailed section of subreport to use it in main report to display     Item Class description     Sum ($ Subreport_amount)Thanks

Hello, We recently changed the Inventory Account on a Stock Item, but the change is not reflected when we run the inventory valuation report (it still shows the old account it had before).Any ideas on why this is happening?Thanks, Ruben.

Hi! I have a GI created where it shows all items on landed cost transactions. I am grouping by inventoryID because I only want to see one line per item. With this, if the item shows on more than one landed cost, I want to sum up the allocation amt field, and I do not want to sum up the qty and ext cost field. Right now, when I group by inventory, qty and cost field automatically sums up too. Is there a way to prevent these two fields from summing when I group by the item?For example:this item is on three different landed cost with different LC allocated amtwhen I group by inventory, I only want LC Allocated Amt to sum, I do not want the qty and cost fields to sum