Discussion Forums

      In 2024R2, we customized a report based on Acumatica's built-in Inventory Balance (IN615000) page. The main change was to group by a custom field of the stock item and then count the quantity of each group.           I added a variable here. Strangely, only the value of the first group was correctly summed. The values of the next two groups were both 0.Can anyone give me some guidance?The customized report is attached.

Where on the invoice/AR transaction can I find the SoLine.UsrCustomerConfig field equivalent?

In Customization project of Acumatica. I need to add the color the orderQty field to the screen SO30100 based on the condition of ordeQty > 1000, when ever the page loads or the field is updated. How can I fix it using Graph?

Hi Acumatica,May I ask if there is a way to create a shipment even if the quantity on hand is zero?Is there a setup needed to procced the transactions?Thank you!

Hi, Can anyone provide to me step by step instructions in how to remove an inventory stock item that posted to a project using a PO of the normal type. Any guidance would be appreciated. Thanks, Frances    

I’m trying to capture the update in price class when changing it in customer. I can capture the customer updating in persist method but I can’t capture the new price class value only the old one. I need to capture both the oldvalue of the price class and the new one.  

Hello Everyone!I’m trying to import credit memos to apply to prepayments and have created an import scenario but it doesn’t seem to work. I’ve search on the forum to try various solutions but I can’t seem to get this to work. Here is my import scenario and the error I’m receiving. Any advice would be greatly appreciated! Thank you!I’ve also included the xml for the IS.  FYI, I use a similar IS to apply credit memos to refunds and it worked without any issues.

How can I create a GI for AP Tran with all of the data fields without manually having to select them all in results grid. 

We are creating a business event to trigger an email if a POLine Promised Date changes by more than a certain amount. The logic for the comparison is, if the change in date of the Promised Date is greater than 20% of the difference between the old Promised Date and Today() we want to trigger the email. I cannot figure out how to reference both the old and new value in the Trigger Conditions to achieve the desired result. I can’t be sure, but from my testing, if I chose Operation: New Field Value or Old Field Value, the value of Promised Date field on both sides of the Condition are value as specified in the Operation. How can I get both new and old values together in an expression to compare these to decide if the date change was significant enough to trigger the Email Subscriber?

Is there a way to add the Hire and Termination dates from the Employee Payroll Settings Employment History tab to a generic inquiry?  Our client is needing this information for an audit.  If we use the Start Date and End Date of the positions we do not get accurate information if the employee had a position change.  The DAC indicates these fields do not exist in the database and are part of the application code.  The client is need the hire date field to populate the original hire date of the employee and the termination date only if the employee has been terminated.  They do not need the end date of a position change.

HiI have an import scenario that imports/updates existing customers in the system. Its fairly complex with a lot of lines.  Its been working well for weeks.Suddenly it stopped working and I get the dreaded “Object not set to an instance of an object” error.  That’s often a very hard error to diagnose.I did the standard things to try to debug it.  Set the import to break on error.  Deactivated all but require field lines in the import scenario.  Visually checked every line of data mentioned in the import scenario.  Nothing looks wrong.First thing that I found odd…  I thought to delete the scenario to just recreate it one bit at time to test it incrementally, but it won’t let me delete it.  Second thing I noted… if I simply open the customer record that it fails and stops on, it will succeed in the next ‘Import by Scenario’ on that line.  For example, it fails on line 1 with the error mentioned before.  I open that customer’s existing record in the system without making any changes to it

I followed a couple of posts on Kit Specifications, this is working except for the first line selects a random item, then the following lines are correct.  Appreciate it if someone could show me what is wrong with this import.    

All,We’re SaaS 24R2. I spun up a localhost to create a custom snapshot. I modified a snapshot here:D:\Acumatica ERP\Files\App_Data\SnapshotConfigsSo far, so good. The plan is to create a local customization package that can piggyback this custom .esc file into our SaaS.When I go to files, I can’t see my new .esc snapshot config. When I click Detect Modified Files, I see no new or modified files (I also modified a default .esc to see if modification would be detected).I’ve saved the .esc as both ANSI and UTF-8, and have restarted Acumatica a few times.Any idea of what I’m doing wrong? Is this even possible? Thanks! See screenshots. :) 

        We are long-time users of Acumatica. Users have gotten used to the Dark theme style of print forms in the past. After we upgraded to 24R2, one of the print forms started throwing an error, and I don’t know how to fix it. The only way to make printing work normally was to delete the customized version and enable the default version—but this uses the Light theme style, and our clients still prefer the previous Dark theme style.    Is there a way to switch themes quickly? Or do we have to manually modify the styles one by one?

We are currently testing the new B2B features of 23R2.In Shopify, using the “Payment Due Later” checkbox and setting Payment Terms doesn’t seem to matter when the order is pulled into Acumatica. The order will sync with Payment attached as a Check & the Financial terms set to Prepayment- see below. Is this the expected behavior? $0.00 paid by customer, Terms set to Net 30: Order in Acumatica with terms shown as Prepayment: Order in Acumatica with full Payment applied: 

I recently upgraded my work PC and downloaded Report Designer first thing after receiving it- we are utilizing SaaS, not a local instance. Every since getting the new laptop, I cannot open reports from Server in Report Designer, despite using the exact credentials that I used before. I am truly at a loss and cannot figure out what is wrong. Any help would be appreciated! I am getting the following error: “Authentication failed. The user with the given login and password was not found in the system.” For URL, I still use https://xxx.acumatica.comFor Username I use login@Tenant NamePassword is simply the password.  I have even attempted to create a new user, with Report Designer as the only User Role granted, and it still gives me the same error.  

I just upgraded from 23R2 to 24R2.. In 23R2, the employer contribtuion did not calculate correctly but I was able to do an ajdustment for that after the paycheck was released (which wasn’t a big deal).. However, now that I have upgraded, I have 3 employees who all have the following in common:participate in the SIMPLE IRA (3% employer match) Have medical, dental, and vision insurance withheld from their paychecks Have IRA amounts that do not match and are also not the correct (3%) amountsOur Medical, Dental, and Vision insurance are a SECTION125 Cafeteria plan. How do i get the IRA deductions and benefits to calculate correctly?Do i have to change some settings on the codes? Any help would be greatly appreciated! Below are the screenshots of the settings i have.. 

Hi, Good morning.  I was wondering if the deductions and benefits being set in the Union local can be link to the employee payroll record in the Deductions and Benefits tab.  Thank you for your help. 

I have an import scenario for projects and it is erroring on “Country” cannot be empty. I have tried several settings on the Address fields, including the following setting and it will not allow the import. It is requiring the project address country to be filled in. I have also tried using the CountryId=US On the task setup, if there is one task for each project what is the best way to add that task to every project created?

I love that there is now an option to adjust for PTO adjustments that is separate from Paychecks and Adjustments screen. However, I just entered a bunch of carryover adjustments, and it does not update to the user profile screen under the Dashboard. Is this a glitch? Something that will need to be updated by Acumatica to reflect real time PTO balances? It appears that they reference numbers that I see are related to PTO adjustment are not being reflected in the User Profile screen. Any ideas? 

Is there a way to title box 14 to read FAMLI when showing on the W2? It’s showing as box 14 other right now.

Has anyone enabled staff to purchase additional leave through payroll?

We have an employee that was on leave for a few months and is now back and I need to create a new time card for this week.  When I go into Time and Expenses, and Employee Time Cards and pick this employee, it only allows me to create the next time card after the employee went on leave.  Surely I do not have to create each time card individually until I get to this week?  

The PTO bank accrues the hours correctly; however, I am trying to configure the system to also accrue the amounts and create the corresponding entry in Journal Transactions.  Does anybody have a suggestion on how to do this?  

Acumatica will only allow us to add 10 payment methods per customer. This is an issue as some customers have more than 10. All of them are not active, but even if a payment method is inactive, it cannot be deleted if it was used on an invoice.