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Hi! I have a sales order with an item with FIFO valuation that is being drop shipped. When I invoice the customer it uses the cost from the linked PO, which is correct at $100. However, when trying to figure out margins on the SO, I can’t find the correct cost. Both the Unit Cost and Average Cost fields show $18 which is wrong. Also, the margin calculation fields don’t populate. Any ideas where I can find the correct cost on the SO? 

We’re trying to build a inquiry/report that displays the following:From Project Summary:Project number Project description Project Manager (owner)From Project BalancesOriginal Budgeted Amount Revised Budgeted Amount Actual Amount Actual + Open Committed Amount Variance Amount Performance %All the data is in the system but we’re struggling to find the correct tables/fields to pull this data from. Has anyone out there developed something like this? 

Hello, I would like to know if it would be possible to create a new account group that would only be available to selected projects (therefore, restrict the account group or GL account to specific projects).  For example, I would like to create the account group X (GL 9999) that would only be used in project ABC. The accountant would only be able to select the account group X (GL 9999) when they are recording a transaction in the ABC project. If they record a transaction in project DEF, the account group X (GL 9999) would not be possible to select (ideally, it would not even show up). Is there a way to do that?Thank you!

Hi everyone,I’m looking for some advice on how to handle a Max Cost issue in Acumatica related to a bad receipt entry.Here’s the situation: We use Max Cost for quoting purposes in our system. Unfortunately, one part was received with an incorrect unit cost (~$1,041 instead of ~$45), and this error was not corrected at the time.  Long story short, someone used the wrong part number to order a part and receive.  As a result, our Max Cost is now significantly inflated, and we need to correct this so our quoting reflects the true cost. I experimented with doing a return on that po receipt, hoping that would purge it from the list of actual costs but that did not seem to do the trick.  Appreciate the help!

In printing a check, I want to add the attention field of the person receiving the check. I completed the override in the remittance tab of Checks and Payments screen and the payment tab of Vendor prolife. However the attention field does not print on the check. What am I doing wrong? Please help. Thank you. 

I have set up a business event to notify approvers when they have a timecard that is pending approval. The business event has one trigger and that is: I’m not sure why it is sending 2 emails. In the email history, one email is created by the user that created the business event and one email is created by the person submitting the timesheet. Can someone tell me what I am doing wrong? Any help would be greatly appreciated. 

We are new to Acumatica and would like to know how to change a Non-Stock Item into a Stock item.  Have attempted to delete the item and re-enter but cannot delete due to the item stating it is in multiple tables.  Have changed the posting class and still cannot change the item to a stock item.  Have attempted to fix the issue via Bills of Materials to to avail.  Thanks in advance for any information you can provide to help correct the issue.

In this topic, I want to share how to create a customization to export matrix item cost info to Shopify product variant. This customization can work well on 2023R2.Create a customization project Create a new code file, and extend the Graph from “PX.Commerce.Shopify.SPTemplateItemProcessor”.     Select the “OVERRIDE METHOD” from the menu, and then select the Method “SaveBucketExport” from the list.      Modify the code as below. Create the new instance of ProductRestDataProvider and InventoryItemRestDataProvider object Use the ProductRestDataProvider instance to get the existing Product/Product variant info from Shopify, cost info doesn’t save in Product variant object, it’s in the InventoryItem object, so we need to get the InventoryItemId from the variant object. We save the variant mapping info(ExternID is Product variant ID, LocalID is the Matrix item NoteID) in BCSyncDetails, so we can find the associated Matrix item by NoteID. All matrix items are saved in Bucket.Product.Local

We are trying to create automatic invoices for customers that are on a subscription service and automatically charge them. I know there are ways in Acumatica to create recurring invoices and release them on a schedule but is there a way to automatically authorize and capture customer credit cards against those invoices in Acumatica?

In version 24R2, I am trying to figure out the menu chain to create reports showing sales taxes collected. Any help would be very much appreciated. 

Hello all,I have been working on a GI where I am referencing a sub-GI. But whenever I apply any filter it throws me the following error: How to resolve this?

I am designing a report to spit out a label I think I have all the joins correct and the parameters appears like I want them to but all I am getting on the actual report is blanks instead of actual data. I am not certain what I am not doing correctly here.I am trying to get these 3 things to show our Item Number, the description for the item, and what Location the item is in for the Warehouse. I have 2 parameters the item number and which warehouse we are looking at but all i get in return is the Text box you can see in this screenshot none of the actual data I entered or the Location display. Any help or advice here would be great I feel like I am just missing one small thing to make this work. 

Hello fellow Field Service users,Do you know if there is a way to communicate with field service employees about appointments or issues with appointments in Outlook or Teams?Thanks,Kay Howe​@gball 

Hey everyone,Quiet some time ago I found this fantastic report that showed a lot tracked item and every transaction (sales order, receipt, production order etc) with it’s lot number. It was FANTASTIC and I can picture it but I can’t find it in ACU hoping someone can rattle off the name of it with that very vague description. I know the report lines were collapsible and expandable and there were some icons/images on the report. *sigh* Anyone have ANY ideas?

Hello,We are experiencing some issues on our development machines.I open a report from the live tenant. Then I modify it and save it as new version in test tenant. The report is saved as new version in the live tenant.Client’s Acumatica version: 24.108.0034My Report Designer version: 24.207.0011Does anyone know what may be causing this issue? Any help will be appreciated. :)

Hello,I am trying to have a GI show the value for ARSalesPrice.PriceCode and I keep getting no results.We have two codes (Default and Westcoast).  The “Sales Prices” screen (AR202000) shows them perfectly fine.  But it requires the user to choose from all of the filters. I have tried all kinds of joins and conditions, yet they just will not display.  I have attached the GI and any help would be greatly appreciated.

Hi guys, I'm hoping someone can help me with this.I'm following this document (https://help.acumatica.com/(W(4))/Wiki/ShowWiki.aspx?pageid=2cdef9b1-d4ef-48b4-8a92-093e7ea39552) to create a Custom Destination Type.Below is my implementation for IPushNotificationSenderFactory and IPushNotificationSender, after publishing, I can't find the new destination type when finding it for the new notification hook.As in the document I don't see any detail in testing step, so I'm stuck at this point.Any idea what could be the cause of this issue and what can I do next to resolve?Thanks

Hello,I have some issues when customizing the Prepare Payments screen. I had to make the Pay Date Within checkbox unchecked by default. So I opened the screen in Customization Mode and selected the Override on Screen Level option.Then I removed the following code: [PXDefault(true)]This is the final code of the customization: When the screen is opened, the checkbox is unchecked, but the data that is loaded is incorrect. Some of the documents are missing.I have to check and uncheck it in order to show all documents. Any help will be appreciated. :) 

Hi guys,I'm trying to mass update the "Shipping Terms" field via a Generic Inquiry, but I can't find the field in the mass update options.What can I do?Thanks in advance!  

Hi, Does anyone know of a way to automatically add a drop ship fee to an order that is coming from a 3rd party such as SPS?The item is a Non-Stock item and they want it added just for certain customers.  Thank you. 

When running the inventory planning module, I create the transfer order from the inventory planning screen. No matter what status I have that order in, Open, On Hold, Back Order, the inventory planning does not count it as supply. I know this because when I regen the inventory planning the demand comes back like it is not fulfilled. Why is this a problem?Sometime, the transfer order cannot be fulfilled right away. Then the regen happens and another transfer order gets created and now we have too much supply coming to fulfill that order once we do get stock. Has anyone else seen this as a problem for them? How do you handle it?

I have a new workflow that I’m working with in a sandbox environment before I implement in our production environment but for some reason it keeps disabling the functionality of the entire site after a few hours have passed. It’s not just breaking the actions that I have added in the customization package for the workflow but every action in the site. I cannot save or delete anything or republish the same customization package without an error. The only thing I’ve been able to do to get it working again is to unpublish the package, reset cache and restart the application before I publish the customization again, then the workflow and everything else in the site works again which is great but it will not be in any way a sustainable solution if this happens in production. The workflow is pretty dense, I had to add 24 new states with new workflow actions for each as well as a few record creation actions, I’m not sure if that has anything to do with the site breaking, just trying to includ

I’m getting the following error when I try to create a Sales Order:Document cannot be saved. Document number (<NEW>) equals to the New Number Symbol of a Numbering Sequence. Please change document number.This doesn’t make sense since I want the system to set the Sales Order Nbr so I need to use <NEW> for the Order Nbr.  Is this a configuration issue?

We are looking for a credit card solution that integrates with Acumatica for a client in the Bahamas.  Ideas?

When a customer makes a warranty claim, we replace the item for free. We want to ship the replacement out immediately and don’t want to wait to receive the defective product. I am using the RR (return with replacement) order type but am unable to Create Shipment without first running the Create Receipt process and confirming that the return shipment has been received. Am I not able to use the Return with Replacement order type to ship out a replacement product before receiving the defective product? If not, what is the best process for handling this scenario? Process:Create new RR order In the details section, use the Add Invoice button to select the invoice containing the item that needs replaced Click the Create Shipment button to send out the replacement itemThis results in the error “Order RR does not contain any items planned for shipment”.