Discussion Forums

I’m trying to modify the existing Journal Transaction report to ignore subaccounts.  We have subaccount enabled in our set up but it is only meaningful in certain situations.  When I want to look at the activity in an ACCOUNT, I don’t want it broken up by subaccount. I know the GLHistory tables are used to pull the opening balances and they are organized by account & subaccount.  When I try to collapse the grouping around subaccount I get garbage for opening balances.I’ve also tried abandoning the GLHistory table and have built up the opening balance by pulling in all records from GLTRAN and totaling all of the DR/(CR)’s prior to the period I want.  But, I can’t get that calculated variable to pass from the detail section of the report to the header section for the account.  Can anyone suggest an approach to either pull the combined records from GLHISTORY or how to pass a variable from a detail section BACK to a header section.Thanks in advance.

Are there any solutions out there that would allow for upwards of 5000 task lines on a project? We realize there are limitations based on tiers, but we are getting stopped when we upload a certain number of rows to populate a cost budget. Are we misunderstanding the line upload limitation as an upload is the same as a “commercial transaction”?Or is there a way to do Parent Projects and Subprojects? Are there any solutions out there that would tackle that? Would love to hear anyone’s ideas. Thank you!   

      There is a known issue in Acumatica that has persisted for a long time, and the official team has not fixed it yet. We hope the official team can fix it as soon as possible.       If the official team does not fix it, I will find a way around. However, I found that the program sometimes automatically reverts the link of PO3020PL back to the original (which gets timeout)      Therefore, for the convenience of users, I want to modify the navigation link in the upper-left corner of the Purchase Order entry screen (PO302000)  so that clicking it will not return to PO3020PL but to my custom screen GI009999, for example. Can anyone give me some advice?

How to upload some SO to delivery from new screen ?

I cannot find the appropriate configuration that would allow us to release invoices for sales orders that pre-dated the credit hold. We want to avoid fulfilling new sales orders entered against a customer with a credit hold, but we still want to bill them for product already provided. I have tried the this option in Accounts Receivable Preferences:Hold Document on Failed Credit CheckA check box that indicates (if selected) that new invoices and memos are placed on hold and cannot be released for customers that failed the credit check. If the check box is not selected, new documents can be saved and processed regardless of the credit check result, although the system warns users about customers that failed their credit check. I have tried this option in Sales Order Preferences:Hold Invoices on Failed Credit CheckA check box that indicates (if selected) that an edited invoice can be saved only with the On Hold status if the customer fails the credit check. Neither have allowed me to rele

When creating a kit assembly, we’ve found that lotted components are automatically allocated based on the FIFO setting on the Serial/Lot class.  However the not tracked components require a Default Issue From value on the Item Warehouse Details form, or the Line Details need to be specified manually.When a shipment is created from a sales order and includes these same not tracked components, the components are automatically allocated based on the pick priority of the locations on the warehouse.  Is this the expected behavior for kit assemblies?  Any ideas how to automate this so that the location can be dynamic, similar to how it already works for shipments?Thanks in advance!Laura

Hi!I am trying to create an import scenario that will create a shipment in acumatica.  i had tested this out before and managed to get it to work with one line but it’s not working with multiple lines (pretty sure i broke how to do it for one line too 😅).the import scenario attached creates the shipment but it doesn’t add the lines to the shipment and save.  I have actions to confirm and prepare invoice too but at this point, i am just trying to select the lines and save the the shipment. here’s the add order screen with what it looks like when i manually try to process this shipment, however, i cant seem to get the import scenario to select all the lines i appreciate your help in advance!

Hi Team I am trying to send an email to contact → Email defind as below.I have used below option contact-email, def contact email from the template but the email is still trigger to billing email. Please assist in using write data field in email template?

Hi AllI am using Acumatica version Build 2024.114. I have written an Import scenario to import Template Items. I want to apply a validation on Template ID field i.e. if the value being imported already exist as a Template ID, the row is not imported. Is it possible? Any help appreciated.Below is the screenshot of my import scenario.  

I created an import scenario to mass create refunds in the AR payments and applications page. The actual creation of the refund has worked but I was also attempting to pair the refund with a SO of the CM type that is already created. Below is the error I am getting: This is my import scenario (XML is also attached)  

I have multiple companies set up as branches under the same tenant in Acumatica. I need to ensure that a user can only see and transact within their assigned company and not access others.

We’ve configured our Acumatica instance to use Microsoft Entra SSO. It works well, except when there are nested group assignments in our Active Directory groups. How do I get Acumatica to recursively find users assigned to a group. Here is a scenario:User: BillyBilly’s Direct Group Membership:   grpBranch1   grpFieldLevelAuditBilly’s Nested Group Membership:   grpInternalUser is a member of grpBranch1Acumatica Linked Active Directory Role Assignments:   Branch1 linked to grpBranch1   Field-Level Audit linked to grpFieldLevelAudit   Internal User linked to grpInternalUserWhen Billy logs in, he only gets these role assignments:   Branch1   Field-Level AuditHowever, even though Billy is a member of grpInternalUser through group nesting, he doesn’t get the Acumatica Role: Internal User.I can confirm that the nested group assignment works with the on-premises Active Directory nested group membership. How can I get it to work when Acumatica uses Microsoft Graph?

Hello community,How can I setup and test an FTP connection in acumatica?Is this only via File Synchronization?

I am trying to automate the creation of a Sales Order and Shipment, I have a GI with the lot serial information and the customer linked to that item, and a business event to trigger when I want it to. I would like for a Sales Order to be created for the same item, and the lot serial shipped so that all that we have to do is invoice the customer. I am using an import scenario and a business event to get this to happen, but I am stuck on literally the first thing.  I keep getting the error of ‘Customer ID cannot be empty’ and everything I have tried will not fill in the customer for some reason?  I haven’t even been able to test the rest of the import scenario because I can’t get past the customer. Here is my import scenario, is there something I am doing wrong on the first line? Why is it not able to get the customer filled in?  

Use case: We have some expense items configured to post to job-related GL accounts and others configured to post to G&A GL accounts.  How can we enforce the correct pairing of these expense items with projects on expense receipts?Scenario 1: A user creates an expense receipt for the purchase of job materials and enters an expense item that posts to a job-related GL account.  How can we make the entry of Project/Project Task/Cost Code required for this scenario and prohibit entering Project X - Non-Project Code?Scenario 2: A user creates an expense receipt for the purchase of office supplies and enters an expense item that posts to a G&A GL account.  How can we force the entry of Project X - Non-Project Code?  

Hey community,I have a scenario where my file would be imported via ftp. Everyday one single file will be imported but the name of the file would be in the following format: file-import-<datetime>So in this file name <datetime> is variable. So will acumatica import the same file into the same import scenario with the variation in the ending name of the file? if no then what are the possible ways? Is there any option to define an expression or maybe just before the import it changes the file name and then import it ? 

Hi everyone,I'm looking for a way to audit a specific user's activity in Acumatica. Ideally, I want to view a detailed history or trail that includes all screens the user interacted with and any changes they made across the system (such as record updates, document edits, field-level changes, etc.).Is there a Generic Inquiry or report that provides this kind of audit trail? Or is there a recommended approach or customization to capture this level of detail?I’m using 2024R1

The user would enter the serial number when it is received, but I want to limit the length and format of the number.

In this Coffee & Code session, we will be joined by Nicholas Bova (Acumatica) to discuss Dependency Injection. We'll explore how Acumatica developers can use the Autofac framework to manage and resolve their external services. We will also demo a logging service that showcases how the dependency injection design pattern can be used to write more modular and testable code. We hope developers of all experience levels will gain practical insights that they can apply to their everyday applications.Nicholas BovaSenior Software Developer 

Does anyone have experience accessing the following internal field while importing?CurrentDocument.CuryUnbilledOrderTotalI need access to it because I want to remove a cancelled order line, get the new unbilled $ amount, and then enter that number into the “applied to order”I BELIEVE I can’t simply do math on what I am removing, as there’s an external tax calculation that needs to happen after removing the line and saving the order  

Acumatica markets its software as being sold based on the number of transactions the customer performs. So in theory, it should not care about the hardware specs of an individual client server that is running Private Cloud, as long as they are operating within the limitations of their transaction count (Acumatica will care with regards to servers it hosts on clients’ behalf, because there is a cost impact to Acumatica of provisioning more performant/expensive servers).However, if you look at the help documentation, you get statements like this with regards to Private Cloud subscriptions (https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=54ef574c-0adf-48a0-b5be-d3438a6e5400):When your organization purchases a Private Cloud Subscription (PCS) or Private Cloud Perpetual (PCP) license for Acumatica ERP, your purchase manager selects a License Tier, which limits the parameters that influence system performance. The License Tiers are grouped into the following series:S Series: Inc

I need to press the CAPTURE button on code level.I found its action method is declared in CreatePaymentExt class, so I call it from the extension. I tried to access the method hardcoding the name. SOInvoiceEntry soInvoiceEntry = PXGraph.CreateInstance<SOInvoiceEntry>(); var paymentExt = soInvoiceEntry.GetExtension<CreatePaymentExt>(); paymentExt?.captureDocumentPayment?.Press(); //soInvoiceEntry?.Actions["CaptureDocumentPayment"]?.Press(); As the CAPTURE is a background operation, I added this after Press(), but noting actually happens.  PXLongOperation.WaitCompletion(soInvoiceEntry.UID);I tried also PressImpl(), again no result. I try to run this logic from a Processing screen. Here is its view. The filter DAC has Serializable attribute. [PXFilterable] public PXFilteredProcessingJoin<ARAdjust2, BZWoocommerceOrderFilter, InnerJoin<ARPayment, On<ARAdjust2.adjgDocType, Equal<ARPayment.docType>,

The Additional Sorting condition does not seem to be working.  To explain further, here is the sorting/ grouping done in the report designer. However, when we tried to use the ‘Sales Order.Sched. Shipment’ in the Additional Sort and Filters: Additional Sorting Condition which doesn’t seem to be working. I even tried to output the Sched. Shipment Date in the report itself. I hope you can help Identify what I am doing wrong. I have attached the actual report just in case you may want to take a deep dive on the report. Thank you so much for your time in looking in to this. 

We have several assets with NBV of $0.00 and beyond the end of Useful Life, but the status of the asset is still Active, while the status on the Balance tab shows Fully Depreciated. See below: How do we get the statuses to synch up? This is not the case with all assets with no NBV.Thanks.

Hi, we are in the situation where we often have 1 quoted amount for multiple items. We are not provided per item pricing and some items are not in our inventory.Items are typically shipped over time, so we are receiving incrementally.We have need to track the quantities with descriptions, so we’ve set up non-stock “quoted lot” for items not currently in inventory, and use stock part numbers if existing. These are on the PO at zero cost. We have found that when received, the line items with $0 cost are not flowing into the project cost code transactions. How do we pass this info to the project without requiring a cost to be received on the PO?