Discussion Forums

Hello Community,I am looking for the ability to have a company with multiple branches have the transactions created in said branches roll up into the main company ledger. Is this something that can be setup by default with intercompany\branch functions or another way? I understand we could accomplish something like this with ARM reports, but really, we are looking for journal entries to be created in the parent company for bank consolidation purposes. Does anyone know of an existing configuration that would allow this? Thanks in advance!

Hi All, @Naveen B ,is it possible to find a Shipment and update the lines and then confirm it in one Import Scenario?I have the attached import scenario but not successful.Cheers,Laura 

Hi Team,We're running into an error it I believe is related to the inter-branch mapping. See screen shot below. We are not able to transfer beer from BLBREW to BLREST. This is a critical process in our operation that needs to be rectified ASAP.

Hi all,My company I work for is looking for an Acumatica guru that knows a lot of technical details/knowledge around the system. From coding to Velixo to Generic Inquiries, we need someone who is super knowledgeable about these technical details to come in to help mentor me and my teammate on some more of the technical aspect. Any takers? This person would be there strictly to mentor and teach us the deeper technical aspects of Acumatica. 

I’d like to embed a report into an email.  After my set up, the report is attached as an html form to the email.  What am I missing?In the Report Designer, I’ve set the Mail Setting format to HTML: In the Email Template: In preferences of Receivables, Customer Class and Customer:  

 Hi,I am trying to create a Gi where I need Projects in progress with Project Balance. Condition is Projects that has purchase orders and Project Transactions. I dont want to diaplay Purchase Orders or Project transactions under the project. When I inner join PMProject.ContractId and POline.ProjectId and PMtran.ProjectId I am getting duplicate records and the Project Balance are summimg up based on number of POs and transactions. Please help to find a condition similar to SQl query > Select PMProject.ContractId, PMProject.Description , PMTaskTotal.CurryIncome, PMTaskTotal.CurryExpense Where PMProject.ContractId in (Select ProjectId from POLine) and PMProject.ContractId in (Select ProjectId from PMtrans)…. ThanksSR

Hi Acumatica Community,May I ask if there is a way to change the Void Bank Deposit Date?Here’s my scenario.Deposit Date When I click Void. The Deposit Date is not editable.Is there a way to make it editable?Thank you!

Has anyone been able to get a Project Name/Description in an ARM report of the PM type?I’ve tried a few different things using @StartProject in the column set, but so far, I haven’t had any success.

I am trying to add one custom field in Purchase receipt Line details dialogue 's split grid but that field is not visible on screenbelow is the dacpublic class TSPOReceiptLineSplitExt:PXCacheExtension<PX.Objects.PO.POReceiptLineSplit>{#region UsrTSLineKitNumber [PXDBString(100)][PXUIField(DisplayName = "KitNumber")]public virtual string UsrTSLineKitNumber { get; set; }public abstract class usrTSLineKitNumber : PX.Data.BQL.BqlString.Field<usrTSLineKitNumber> { } #endregion}  

Acumatica Outlook plug-in tool is not presenting when clicked.   Reinstall is not working…..  what is the issue and how do I resolve it.    

The API I’m trying to use:Custom API, Entity representing the “Employee” screen (EP203000), an Action mapped to the “GenerateTimeCards” action.The Request I’m using:A “POST request using this JSON:{ "entity": { "EmployeeID": { "value": "A real employee ID" } }, "parameters": {}}The Error:HTTP 500, with the words “PX.Data.PXInvalidOperationException” in the stack trace.The Question:If I try to use this action from the UI, I am indeed presented with a dialog box.  I’d love to be able to figure out a way to tell the API to accept the dialog box with no changes, like I just clicked “OK” in the UI. I can’t seem to find any reference to this on the internet.  Does anybody know if this is even possible?  Thanks if you can help!

We added a new branch and certain documents, such as Purchase Orders, are sending from the system email account instead of the user’s email account.   This causes issues with the buyer not receiving replies back from the vendor.   We have two other branches where this is not the case.   I cannot find a difference between the branches that are working and this one that is not.   Email settings and templates appear identical.Working example: Non-Working example: What am I missing??? Thanks,Brett 

Hello Experts, I am facing one issue in business event i need to trigger mail from labor or move screen once create and edit inspection datasheet button is pressed.1.Have taken type as trigger by action, but unable to trigger mail from this event .2.Create and Edit Inspection datasheet button is QC user defined custom button. 

A parent BOM has been configured with input material which has a separate BOM both BOMs are active but when I create orders for subassembly, the orders are not generating. Currently using Acumatica build version 24.104.0008.

Hello All , Is there any way to highlight only certain words inside a grid cell as shown in the screenshot .I have tried putting direct html <strong style=\"background:yellow\">DANIEL</strong> like this.But it did not work . And all other ways it changes the whole cell background colour or font colour . Not for specific word .Any help would be appreciated .Thank you 

I have a GI and want to include the adjdLineNbr field from the APAdjust table, however the column won’t show on the GI. It does have the exclamation point over the field and says “This field will not be displayed for the current user because the user has insufficient access rights or the required feature is disabled.” But I am logged in with the admin account. I’ve taken a snapshot of their tenant and imported it into a local test environment and I am able to add and see the field in a GI even though that error message remains.Can anyone think of any reason why it wouldn’t work in the Acumatica hosted instance?

Hi, I need some assistance on editing my Stock Item GI to track the # of FG that are currently allocated.I was able to add these in the image below but I can’t seem to get a table to work.  

I have a custom user role that is not allowing the users to send emails for RFI’s or Submittals. I have added delete privileges to this role under Hidden->Email Activity but I still get the following error when attempting to send emails. You have insufficient rights to access the object (PJ661000). Is there a way to set object permission by using the object ID?

Hi community,I'm customizing a report in Acumatica Report Designer. I have grouped the data by SOOrder.CustomerID because each customer can have multiple orders. Inside the group, I'm calculating the total order value per customer using =Sum(SOOrder.OrderTotal) and then multiplying it by a tax rate to get a field called "Order Value."Now, I want to sort the report lines (i.e., each grouped customer section) in descending order based on the total order value per customer.I tried adding SOOrder.OrderTotal to the sorting section, but it only sorts the individual orders, not the grouped result. Is there a way to sort the groups (customers) by their summed order total?Any thoughts or suggestions would be appreciated.Thank you!

I have created an extension for  ARRegister DAC as bellow.  public class ARRegisterExt : PXCacheExtension<PX.Objects.AR.ARRegister> { #region Activation public static bool IsActive() { return true; } #endregion #region UsrLinksoftARInvoiceNumber [PXDBString(50)] [PXUIField(DisplayName = "Linksoft AR Invoice Number")] public virtual string UsrLinksoftARInvoiceNumber { get; set; } public abstract class usrLinksoftARInvoiceNumber : PX.Data.BQL.BqlString.Field<usrLinksoftARInvoiceNumber> { } #endregion }In the ARPaymentEntry extension I have add an event as below  protected void _(Events.FieldUpdated<ARAdjust, ARAdjustExt.usrLinksoftARInvoiceNumber> e) { ARAdjust row = e.Row; var ext = e.Cache.GetExtension<ARAdjustExt>(row); if (ext?.UsrLinksoftARInvoiceNumber == null) return; //ARRegister arRegister

Hi community,I'm customizing the ARPaymentEntry screen in Acumatica and encountering an issue where a custom field update event doesn't fetch the matching RefNbr from ARRegister even though the data exists in the database.I’ve added two custom fields using DAC extensions:public class ARRegisterExt : PXCacheExtension<PX.Objects.AR.ARRegister> {         #region UsrLinksoftARInvoiceNumber     [PXDBString(50)]     [PXUIField(DisplayName = "Linksoft AR Invoice Number")]     public virtual string UsrLinksoftARInvoiceNumber { get; set; }     public abstract class usrLinksoftARInvoiceNumber :         PX.Data.BQL.BqlString.Field<usrLinksoftARInvoiceNumber> { }     #endregion }This field stores an external invoice number (e.g., from a third-party system like Linksoft). It’s saved directly in the ARRegister(ARInvoice) table and visible on invoices.public class ARAdjustExt : PXCacheExtension<PX.Objects.AR.ARAdjust>{    #region Activation    public static bool IsActive()    {     

In AP Bills and Adjustments, the AP Viewer default Role does not have the ability to reassign the Approver if the Approval Map is designed to allow for it. AP Clerk can do this. I reviewed the Security but can’t determine what allows the field to be modified. Currently, the AP Viewer gets the pop up window for the approval but can’t select a New Approver. I gave AP Viewer Edit access to Bills and Adjustments>>Approvals. I also played with some of the Approver ID fields in different sections.Appreciate any help, Chris

I made a report for the Opportunity screen and named it CR303002. The report by itself runs well, I can select the opportunity and it will process it correctly. I want to add it as a custom action on the screen but the navigation parameters are not available: Has anyone faced something like this before? Thank you!

As described in the blog post below, I’m exposing a Generic Inquiry (GI) to be retrieved by an external system via the REST API. We are using OAuth2 authentication with grant_type=password and scope=api.As shown in the blog post, I’m sending a PUT request to Acumatica with a {} in the request body.https://www.acumatica.com/blog/contract-based-apis-in-generic-inquiries/ Could you please clarify whether it is necessary to call a logout after performing the PUT request?     

Up until this morning, I was able to add user-defined fields to the opportunities screen without any issues but when I try to add a UDF to the screen, I get an error stating ‘Index was outside the bounds of the array’. I will post a screenshot of the stack trace.Any advice would be appreciated!