Discussion Forums

We deal with quite a bit of prepayments (actually milestone payments on long lead items) in our business and in testing the prepayment process I have noticed that I am unable to apply retainage to a prepayment request.  Is there a process for being able to do this?  Is there a fix or enhancement that is coming?  We are currently on 2023R2 but planning on upgrading to 2025R1 when available. Since it is related, I have also seen where it is not possible to apply retainage to a foreign currency PO/Bill.  Is there a roadmap for including this functionality?

The reconciliation is balanced and ready to complete but the Release option is disabled.  There are closed reconciliation statements for this cash account dating back to 2023 and this is the first time we have encountered this problem.  Any thoughts on how to move forward?

Hello,In sales orders I change the quantity, but the discount amount field remains $10 instead of changing value due to the appropriate sales order count, in this case it must be $100. In below screenshot you can see that the discount for total amount remains the same.The percentage-based discount works correctly, but the fixed amount discount is only applied to 1 unit. When the sales order quantity changes, the total discount amount does not update accordingly.Do you have any solutions about it? Thank you in advance for your answers.

I am trying to understand the process for Scan Labor for INDIRECT labor codes. Normally MFG employees will be scanning directly into production orders for Direct labor needs, but we want to track INDIRECT labor for activities such as SWEEPING, ORGANIZING SHELVES, etc that will not be posted to any specific work orders.I was able to use the SCAN LABOR function to enter the indirect labor code, shift, elapsed labor time, and the employee ID. I was able to release that record, but there is no financial impact of this, as the labor rate and labor amount are read only and are $0. How do we impact the Labor Rate for these Indirect Labor Codes? 

Hi All, I just want to ask regarding how to restrict the visibility of all sales order records and only show my sales order records? Please refer to the screenshot below. Regards,Nadia  

I am trying to collect strings for translation. I have created a Translation Set and added some screens which I need to translate. After this, when I click “Collect”, the process shows error after running for some time “Another process has added the 'LocalizationResource' record. Your changes will be lost.”

Good afternoon,Our company currently has it set up for all sales orders entered to go on an initial “On hold” status...but once thats removed, it moves over to “awaiting payment” status for payment collection.Is it necessary to have both of these set up or does it seem redundant?We have the parameters already set up for credit holds and everything as well...so orders wouldnt move past “awaiting payment” unless manually altered.

I want to be able to create a side Panel on the Vendor Form,  In the side panel i want to view the vendor Inventory.Display this as a side panel on the above. But when i go into the customization, and try to add the vendor Inventory in the destination this view is not available in the list.What do i need to do to have the Vendor Inventory as a Side Panel on the Vendor Form?    

Does anyone else run into the issue of not being able to use non-stock kits because any component that has user-enterable lots cannot be added to a Non-stock Kit specification?If so, what was your solution? This has been a huge pain point for us.

Good morning allI'm sure this is a simple question but currently I can't for the life of me think of what I should do.  I have 2 invoices that have been paid via BPay - so the payment has gone through as one.  It isn't letting me match the two invoices with the payment - even if I tick "Match to Multiple Payments".  Any help on this very wet and windy (Cyclone is coming) Friday morning. 

Is there a way to apply a specific certificate signature to a given report?Ideally a fully PAdES compliant PKCS#11 cert on a user by user basis instead of a global one.

Hi!I’m wanting to use audit history to report on when a Project Task went from Active to Completed or Cancelled for example? Has anyone does this before, or can recommend the right table to use in a GI?

I am trying to build an import scenario for using the “Generate Time cards” button on the History tab of an employee / Actions button on employee, but it says its run, but the timecards actually do not generate.I can do them manually so its not due to my user setup.  I have tried using Dialog Answer OK, and the actual button says GENERATE but that doesnt work at all.Has anyone done this sucessfully? 

We are currently in the process of upgrading our Acumatica instance from 22.120.0019 to 23.109.0023.During the testing of our API integration, we have noticed that we are no longer able to push through a Sales Order that has a negative value in the Unit Price field, and we are presented with the following error: Incorrect value. The value to be entered must be greater than or equal to 0. I tried to capture a SO manually, to check if the same issue exists, and indeed it does:If I attempt to save the SO, it changes the value to 0.00 Question:Is this ability now completely removed, or is

One of our reports, the print invoice report, is now showing multiple of the same item. I assume its from a bad join, but I’m not sure where it is or how to fix it. 

Good day,I have multi branch/company environment.  I have a new Canada Company starting shortly.  Based on what I read so far is the CA Company needs a based currency of CAD and a separate ledger.  All the CA company transactions will be done in our CA Company, separate customers, vendors, etc.  Also a new cash accounts.Ledgers:  Do I need two CA Ledgers:  One for Actual and One for Reporting? Translations:  I need to be able to report in CAD and consolidate/translate into USD for consolidated reporting.My overall needs are to have CAD reports for taxes and Consolidated reports for Overall company financials by branch.Thank you in advance for your assistance.Evan

If a WC has multiple machine, I cannot stop Acumatica from scheduling the one WO in multiple machines. My customer wants to schedule only one work order per machine, so we have each machine as a WC with only one Machine.Based on Demand and capacity analysis, we have fixed machines for each SKU. the client checks the WC capacity and updates the WO’s Work center before releasing and scheduling. I am able to update the work center manually in the production details screen after putting in on HOLD. But I need to update the Work Center of open Work order via import, because at any movement I can have hundreds of work order which are open and which need WC center update.

Hi,I have problem with PXSelector on acumatica 24 R2, bql query worked fine for previous versions but not on the 24 R2. Now it gives odd message “The method or operation is not implemented”. My query looks like [PXSelector(typeof(Search2<InventoryItem.inventoryID, InnerJoin<POLine, On<InventoryItem.inventoryID, Equal<POLine.inventoryID>, And<POLine.orderNbr, Equal<Current<MyDAC.poorderid>>>>>>), typeof(InventoryItem.inventoryCD), typeof(InventoryItem.descr), SubstituteKey = typeof(InventoryItem.inventoryCD), DescriptionField = typeof(InventoryItem.inventoryCD))] 

I have this formula that allows me to see the amount of the check like this= IIF([APPayment.ExtRefNbr]<>[APPrintCheckDetailWithAdjdDoc.StubNbr],'** VOID **',PadRight(UCASE(LEFT([APPayment.AmountToWords], 1)) + LCASE(SUBSTRING(replace(replace([APPayment.AmountToWords], '  ', ' '), ' Only', ' and Cents') ,1 , LEN([APPayment.AmountToWords]) - 1  )) , 60, '*' )) But I would like it to be presented in some way as Two Thousand Two Hundred Twenty Three And 00 Cents, what changes do I have to do on the formula?

I’m not sure why (another topic for another time) but I am seeing some astronomical unit cost and extended costs in some of our production receipts. What is the best way to adjust these to get a better inventory valuation?

Hello all,Can anyone let me know if there’s a specific field where I can find the original cost of the subcontract?In the above screenshot, the ext cost column get updated if there’s an increase/decrease in the amount.

The Staff Calendar board and Calendar board give a good illustration on Staff members not assigned to appointments for the day.Appointment Summary provide information on Appointments and can be filtered per Staff member.How do I get the field service staff members per day that has not been assigned to any appointments out in a GI    

Does anyone know how to get a report of line-item purchase history including item description?

Currently the Shipping Module when using integrated shipping creates the shipping labels in ZPL format. Many of our clients want the return label created by the shipment. Is there a way for the Shipping Module to create the Return Label in a PDF form?

Has anyone ever had a report parameter not show up in the navigation parameters on a GI? I made Two simple reports to be used for printing labels. I added a parameter on both. The parameter shows up in the report screens. But when I try to add it to the side panel of a GI, the parameters  arent populated in the navigation parameter pull down. i tried adding existing reports to the new gi and they go in just fine (last screenshot). I created two separate reports today and this happened on both of them. i tried comparing an older report to a new one and i cant find a difference. i also tried copying a report and making a slight change and upload with a new site location and it didnt work either.