Discussion Forums

hello all,i have been trying to make an adjustment for the month of Dec-24 for a Fixed Asset but when I try to create a transaction it throws the following error: The period is active in all the modules, still receiving the error, Whereas Acumatica generate a depreciation transaction for Jan-2025.

Hi I have created 2 selectors in material wizard 1 screen (AM300010) as belowIf the selector gives one record after putting the production number in the filter it should automatically press the Select All button.How can I achieve this, I have tried using  Base.Actions["SelectAll"].Press(); but i get the error:System.NullReferenceExceptionMessage: Object reference not set to an instance of an object.using System;using PX.Data;using System.Collections.Generic;using PX.Objects.CS;using System.Collections;using System.Linq;using PX.Objects.IN;using PX.Objects.AM.Attributes;using PX.Objects;using PX.Objects.AM;namespace PX.Objects.AM{ public class MatlWizard1_Extension : PXGraphExtension<PX.Objects.AM.MatlWizard1> { #region Event Handlers protected void AMProdItem_Selected_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated baseHandler) {baseHandler?.Invoke(cache, e); var row = (AMProdItem)e.Row; if (row.Selected == true) // Only i

there is available inventory but i am still getting this message.    There is enough availability on hand.  i am only allocating 2 pcs and the system shows 5 available between my two shipping locations.  i’ve checked Inventory Allocation Details but i'm not sure how to read it.   but i did check all the sales orders with this part number and i don't have any allocated as show in Inventory summary above.    Any help in pointing me in the right direction would be great.   

We are receiving error on billing rule after creating new tenant by restoring snapshopt of the business accounts and settings of the previous. We dont have any problems encountered when time activities are released but when attempted to run proforma billing, this error keeps on showing. Failed to calculate the amount using the 1 step of the TM billing rule. Line Amount Formula: =[PMTran.BillableQty]*@Price Error: Object reference not set to an instance of an object.  Thank you.

Is it possible to Create Employee Time Cards and/or Submit Employee Time Cards in batches rather than one employee and pay period at a time?

Hello,While adding new products to Shopify(template items), we kept getting errors on some of the metafields syncing to Shopify.We getting getting errors like:Error on type : 'single_line_text_field' must be consistent with the definition's type: 'list.single_line_text_field'.;Error on type : 'single_line_text_field' must be consistent with the definition's type: 'multi_line_text_field'.;Error on type : 'single_line_text_field' must be consistent with the definition's type: 'metaobject_reference'.;Existing products are syncing just fine(and their metafields), in fact I can copy the values from the non-working product and push a sync on an existing product and it sync just fine.But if I do the opposite and take the values from a working product and copy them to the non-working, it gives the same errors.I also cloned one of the existing working template items(that i confirmed I could resync) and when I tried to sync the clone, I get the errors on the metafields again.It really seems like

Hello all,I am finding ways to display the cash at the beginning of the period in Acumatica ARM report - Cash flow statement?  

I’m working on setting up the Fixed Asset Module in Acumatica, and we are deciding on if we have value in using the Department filed.  Currently it is a mandatory field:I am trying to figure out how to disable the mandatory attritube on that field inside of the Customization Project, but not having any luck.  Any insight would be nice.

We have a walk in retail location and use Acumatica to record these transactions. We have a clearing account set up so that cash and check transactions enter the clearing account and at the end of the day a worker creates a bank deposit based on the transactions.But as most retailers have it, sometimes we have a variance between what we expect to have and what we do have.What is the best way in Acumatica to record this variance? The workers are creating individual bank deposit slips at the end of the day (saving but not releasing) and then our AP person will do a bank run 1-2 times a week. At the time of the deposit the AP person will release the bank deposits created by the workers.Thank you!

We have recently upgraded our client to Acumatica 2023R1. Since the upgrade we have noted that the transactions posted in the GL related to Projects is not accurately reflected with the exchange rates defined in the GL transaction. A transaciton is created and released in the GL to reclass project costs from one project to another, and a specific exchange rate is updated in the transaction. GL Transaction in MYR with the exchange rate override 1MYR = 27.3973 JPYGL transaction in JPY (base currency) at JPY445,590 However, in the Project Transactions, the exchange rate used is the current rate based on the transaction date and post period: This therefore raises a discrepancy for the same transaciton within the GL compared to the Project Balance. Prior to the upgrade, users could update the exchange rates as necessary and the same rate would be used in both the GL and the Project transaciton for each transaction.Please advise if we have missed something. We have turned on Multi-Currency f

Hello Community,I need to add two nearly identical actions to the move screen. Each one points to a specific printer. I am then going to have a business event execute the action. I am having issues with getting both to show up. I have tried a few different ways to make it work and they arent both posting. Only one will post. i tried separate customization projects (with different names) and i tried putting them both in the same project but only one will be available. Could someone tell me what i need to do so that both will show up? Code is below.  Any help would be greatly appreciated. Im pretty sure its something simple that i am just overlooking.using PX.Data;using PX.Objects.CS;using PX.Objects.AM.Attributes;using System;using System.Collections.Generic;using System.Collections;using PX.Objects;using PX.Objects.AM;using System.Threading;using PX.SM;namespace PX.Objects.AM{            public class MoveEntry_Extension2 : PXGraphExtension<PX.Objects.AM.MoveEntry>  {    #region E

Has anyone seen this error before? We use the Acumatica Native solution for Ground Collect. I have some shipments that will release while others get this error. I cannot find where the issue lies on this one.  

How can we remove the “Create Payment” button for Sales users while still allowing our users (Salespeople) to create pre-payments?   Our goal is to allow prepayments, but prevent the team from using the standard payment processing flow.Thanks!

I am currently doing a number of changes on a report in report designer.One of those changes was to remove a subreport that was two pages long. First I tried simply hiding it, setting visible to false. But that did not work.Next I tried deleting it completely.Once deleted, the report is no longer showing the 2 pages, but I now have 1 blank page at the end with only header/footer displayed - how do I get rid of this? 

Hi Team  hope you are doing well, POST /Release i’m trying to release refund type in the payment object using rest api  { "entity": { "Type": { "value": "Refund" }, "ReferenceNbr": { "value": "000077" } }}the response is {  "statusCode": 202}  but when i check the page in Acumatica the refund the release button is still there Thanks

We are working on updating our Business Continuity Plan and the question came up about Acumatica’s treatment of our system and how backups work, where they’re stored, etc. Where is the best place to go to understand all of the mechanics of how our data is stored, how often it’s backed up and what the process would be to retrieve in the event of an incident?

Currently working on setting up a GI to use for a dashboard for our sales reps. On the dashboard properties I'm using the “attributeQUOTED” field as my “field to aggregate” and using a sum function. The problem lies when I try to use an “inquiry field” as my alarm level type. I entered the alarm level integer in our GLTran DAC but the data is not behaving as I expected (I’m obviously missing something). I can either pull the correct number for the quoted sum amount or correct alarm amount, but never both. I’m assuming this may have to be because of the relationship between the two DACS. I can only get the correct alarm amount to diplay when I group the data by Gltran.AccountID, the project quoted amount wont sum when this group is applied. Same goes for the quoted amount. I can only get the correct amount displayed when I group the data by PMProject.ContractCD, when this grouping is applied the Gltran amount duplicates for each row.Is there any way I can get both values to be displayed

Has anyone ever run across a production order that will not come off hold status? I click the button, and it will not release.   

Our Approval Map for PO Requisitions has been working well, until we wanted to wait until after bidding is complete.  Desired process is:Requisition Created Sent for Bidding Bidding Complete, Price Finalized, and Vendor selected Management ApprovalSo far we’ve been unable to delay triggering the approval to after bidding is complete.  We’ve tried several combinations of Steps and Rules, but it appears to want to go directly from On Hold to Pending Approval.Is there a way to accomplish the flow outlined above?Thanks very muchAndy

Has anyone successfully written a Cash Flow Statement in ARM with a YTD column? Am stuck and would appreciate any help!

Hello Everyone,Can anyone tell me what happened to the POOrder.UsrVersion Field? I am showing it as needing to be refactored (working in 2023R2) but cannot find anything similar or mention of it in release notes. My Customer is using it track if PO’s have been updated since originally sent and it is no longer working on reports. Thank you!  

I have DocuSign configured and working.  Here is my question - when processing a document, such as Subcontracts, do I have to print the subcontract to a .pdf, then attach the file to the form in Acumatica, then click Files, then Edit then ESIGN?Is there an easier way to get the document attached to the Files without saving as a pdf first? 

I have a custom action on the Sales Orders screen.  If the order is a Quote and it has been saved, the user can click my custom action button and it will create a Quote PDF and attach it to the current record.  The customer uses Acumatica ESign.The next step is to get the user over to the ESign screen.  I’ve tried two ways to do it. Redirecting the user to the File Maintenance screen and populate it with the Quote file.  From there they could click the ESIGN button. Redirect the user directly to the ESign screen.  The 2nd option is preferred.  After the PDF is attached to the record on the Sales Orders screen, you CAN click Files at the top of the screen, then click the Edit link on the Files dialog.  That will take you to the File Maintenance screen where you can click ESIGN. My customer want a “one click” operation.  That is why option 2 is preferred.  But if that cannot be done, I will take option 1.At the end of my “Create PDF Quote” action, I have the following code to create an i

We are getting more and more customers that are requiring us to upload our invoice into their third party vendor.  Too many to remember.  We have been putting a pop -up note on the customer so when a service order is created the service getting a pop up regarding the requirement for the invoice to be uploaded.  The problem is sometimes it’s weeks before the work is completed so at that point the service dept forgets that the invoice needs to be uploaded.  Has anyone figured out a easier way of flagging it on the service order or when it comes time to billing it’s not overlooked? 

Hello, Is it possible to have Acumatica post payroll transactions based on the date worked rather than the period end date or the pay date?   We pay employees bi-weekly, and there are instances where the majority of the hours worked fall into the month prior to the end date/payment date, but the entire payroll is posted in the following month.  It affects job costing and WIP calculations and makes month over month comparatives look questionable. Our previous system did this through an option in the payroll preferences, but I can’t find a way to do it in Acumatica without having to do allocation entries, which is incredibly time consuming.  I’m hoping I’m just missing something. Thank You :)