Discussion Forums

I’m trying to build a GI to show current Std Cost, with the Effective Date, and Last Standard Cost with the date of the last cost.  I can’t seem to find the date of the Last Standard Cost.  Am I missing a field/table somewhere?  I am looking at InventoryItemCurySettings and INItemCost. Should I just assume that the effective date is the Last Standard Cost Date?

Hi everyone,I’m looking for some community feedback on a challenge I’ve been encountering. I’ve tried to get this working 2–3 times without success.I’ve been trying to set up an Automation Schedule for the Run Project Billing (PM503000) screen to automatically bill certain Time & Material (T&M) projects — and to be honest, I find the process a bit tricky.Issues I'm facing: Either too many projects are being billed (not just the ones I intend to include), Or the schedule runs, but nothing happens — no projects get billed at all. I’m aiming to target specific projects only, and ideally, I’d like to achieve this without any customization or Business Events (at least not as a first step).Here’s how I currently understand the logic: The selection of projects for billing seems to be driven by the Billing Cycle set on each project. If a project has a cycle set to On Demand, it appears to be considered a manual billing project. When set to On Demand, the Next Billing Date is c

After attempting to embed Acumatica into an iFrame within an external company site, I noticed that it works well before the user is logged in, but once the user logs in the page no longer displays.Is there a control that would allow this?I doubt the html is relevent, but this is the core of what Iused<iframe src="https://acumaticasite.com/" width="50%" height="100%" frameborder="0" allowtransparency="true" marginwidth="0" marginheight="0" style="overflow: hidden; height:310px; width:100%;  margin-top:100px;"></iframe>

Hi there,I want to import data using excel file into Document Template.So, I trying to setup 'Load Records from File' button on screen SM209020 (Document Templates)I click upload for Excel but nothing happen ?ScreenId=SM209020 > tab Tasks ( Allow upload = true) https://stackoverflow.com/questions/45048040/nothing-happen-after-click-upload-excel/45059835#45059835 I have looked at this link. However, I still do not understand clearly about the public place PXSelectJoin<PMTask,....Please help me understand the problem I am having?

Hi,Is there a way we can generate Inventory Balance report for a sepcific date.As an example,  I want to see the inventory available balances as per the date of 5th April 2025. How can we fullfil this requirement?Thanks!

We are trying to  Extended DAC Fields in the Opportunities header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Opportunities  screen header section.classic UI screen shot tried with below  After switch to modern UI showing like below 

If acumatica is in azure, how often do they give maintenance to sql server, or how often, maintenance I mean (statics, indexes and base objects).

It seems this has been asked similarly before but I didn’t see a complete answer.Our client employs a laser machine to cut metal sheets, generating components.Assuming each metal sheet produces 100 pieces of a specific component, for an order of 50 pieces, 0.5 sheets are utilized, leaving 0.5 sheets in stock. Subsequently, for a 75-piece order, 0.75 sheets are consumed, leaving 0.25 sheets in stock. Their software aids in optimizing sheet cutting for order fulfillment.In Acumatica, the current inventory balance is calculated by adding 0.5 and 0.25, resulting in 0.75 sheets on hand. While this is accurate mathematically, it lacks practicality for production planning or MRP.To address this issue, one potential solution is to establish distinct warehouse locations: "Main" for whole sheets and "Remnants" for partial sheets. The Remnants location will be excluded from available inventory calculations, allowing MRP to consider only the Main location. If Remnants need to be factored in, adjus

Process: Chemical Manufacturing Company wants to blend existing Lot controlled Inventory Qty into new Stock production order.Example: New production order to produce 5300 LB. We have 88 LB of existing inventory. When the production order is generated, the raw materials list is as expected from the BOM. We want the production managers to manually add the existing material, and increase the qty produced by the end of the production process.My first attempt was to increase the Qty to Produce, but this increases all raw materials equally.My second attempt was to simply increase the Material and Move transactions but the move transaction gave me this error:“The transaction cannot be created for Production Order RO PRD001117 because the item quantity exceeds the preassigned item quantity for the 2504154927 lot or serial number.”We are pre-assigning lot numbers.Anyone have any idea’s for best practice to included extra material and increase qty completed?

Would like to add the current balance for the Vendor in a Compliance Management GI.   GI shows the compliance information but would like it to also show the current balance.   Since there are 4 lines for each vendor, know there will be duplication if the balance can be displayed, but at least it would give our compliance person the info on who is expired and who has a balance.   Haven’t been able to find the correct relationship of tables between the ComplianceDocument table and Vendor/APHistory.  Is this even reasonable to do? 

How can I include date of last payment on our statements? There is currently a “last statement date” but I would rather change this to “last payment date”. I think I need to add a payment table to the schema (likely ARPayment) but I haven’t been able to figure out how to then configure it on the Relationships tab. I believe from there I could just use =MAX([ARPayment.DocDate]) to display the most recent payment date. 

I am working in Acumatica 24R2 Build 24.205.0015. Currently, I am trying to update my local instance to be more up to date with our live instance. I took a snapshot of my Local, using the “Exclude Wiki and Attachments” setting.  However, the snapshot file was larger than what is natively supported in Acumatica (My file size if 1.21GB). As a result, I followed the instructions from this link allow me to import larger snapshot files.https://community.acumatica.com/maintenance-and-troubleshooting-229/how-to-increase-the-size-limit-for-a-snapshot-file-being-uploaded-150?tid=150&fid=229 Now, I am able to upload the snapshot into my local tenant, however I am unable to actually restore the snapshot to the instance. Every time I try, I run into the following error. “An error occurred while importing data into the 'GLTran' table.”  With the error stated being “System.IO.IOException: Stream was too long.”. Below I will also post the trace log that occurs. Since the snapshot method did not w

I have a slightly weird question.Can I have multiple IIF expressions within one field? It seems possible, but I am not sure how to accomplish this. I would like to change the cell style based on the text inside of it. But the system does not like me adding another IIF statement within my expression. This is what I have right now to keep it simple, but once I can get it to work, I will add a couple more colors. =IIf( [InventoryItem.PreferredVendorID]='100045', 'purple20', 'default') ORIIf( [InventoryItem.PreferredVendorID]='100351', 'yellow20',' default')   The System doesn’t like my OR placement, does anyone know a better way to do this?

Does anyone have any tips relating to KPI Dashboards on a big screen TV?  Couple issues: The system will boot out the login after 15 minutes of inactivity.  Have setup a dummy login with limited permissions only to particular dashboard.  How to setup so don’t have to login every few hours?   Any hardware recommendations?  Mini-PC or Android something?  Thanks you

When trying to confirm a shipment I get the error: “Carrier Service returned error. FEDEX: FORBIDDEN.ERROR We could not authorize your credentials. Please check your permissions and try again.” The carrier page for FedEx says the connection is successful, so I’m at a loss of what the issue could be. The Error 

I’ve scoured this forum and can’t find any suggestions, so I’m hoping someone can offer suggestions. We are 2 years into Acumatica and still struggle to find very simple reporting that was readily available in QuickBooks.We are filing personal property taxes and need a snapshot of the quantity of items in inventory as of 1/1/25 AND the valuation of that inventory. Is there something like that already built out in Acumatica? It doesn’t seem like a huge ask, and I’m sure we are not the only company who would need this kind of data, but I can’t find it. Inventory Balance - gives me a current count of thousands of inventory items, no total count, no valuation, no way to filter by date Historical Inventory Balance - allows me to pick a MONTH, not a specific date; no total count, no valuation Inventory Valuation - gives me a total quantity and total cost, however I can’t backdate it at all  Historical Inventory Valuation – if I tell it to pull 01-2025, that doesn’t necessarily give me data f

On the Inventory Transaction History screen, there is a handy button to ‘Include landed cost in unit cost’. Interestingly, this also updates the impact of any PPV cost adjustments on the receipt.Without PPV (original PR price) & with PPV (after PPV revalued)Is there any easy method to retrieve this additional cost layer information through a GI, so we can push it through an import scenario? Specifically, we need to update the Last Cost of specific valued items so that it reflects the actual receipt cost with PPV revaluation included. Otherwise, our cost rolls are taking the incorrect last cost sans-PPV revaluation.

I’m trying to create a new Customer from a custom screen and button, but having an issue when setting the CustomerClassID on the new Customer object:                         CustomerMaint customerMaint = PXGraph.CreateInstance<CustomerMaint>();                        Customer newAcumaticaCustomer = new Customer();                        newAcumaticaCustomer.AcctCD = "RC1111";                        newAcumaticaCustomer.Status = "A";                        newAcumaticaCustomer.CustomerClassID = "REC01";                        newAcumaticaCustomer.DiscTakenAcctID = 103;                          newAcumaticaCustomer.DiscTakenSubID = 29;                                newAcumaticaCustomer.StatementCycleId = "01";                        newAcumaticaCustomer.StatementType = "O";                        customerMaint.CurrentCustomer.Insert(newAcumaticaCustomer);                        customerMaint.Save.Press(); The problem is that there is a popup about changing the Customer Class and p

Two new fields were added to the Activities screen. “Promised to Pay Amount” and “Promised to Pay date”. These were added by a customization project. When a generic inquiry is created the values do not display. But if a sum is done on the column. It shows the total. Any thoughts?

Good Morning, Does anyone know how to remove these saved templates on journal transactions?   

Hello Everyone, I am trying to add a file upload button in the Modern UI screen. I have a Button called browse button in custom screen, when I click on the button a pop will appear and in the popup we will have “Choose File” button to upload the files. The file upload button is not working for me on button click in Modern UI as it worked in Classic UI Below is the the image of the screen for reference. Below is my ts and html codeimport { Messages as SysMessages } from "client-controls/services/messages";import { createCollection, createSingle, PXScreen, graphInfo, PXActionState, viewInfo, } from "client-controls";import { KNCFBulkBatchSyncFilter, KNCFItemCategory, KNCFAttributeGridSyncFilter, KNCFBulkProductDetails } from "./views";@graphInfo({ graphType: "KNCFCore.KNCFBatchProductSyncProcess", primaryView: "Filter", })export class KNCF5141 extends PXScreen { LoadRecords: PXActionState; ResetFilter: PXActionState; browse: PXActionState; @viewInfo({containerName: "Selection"}

Hello Everyone,In default Item sales category screen we have a grid called Category members I want to add this grid under the new tab by extending the existing IN204060.ts and IN204060.html files. Please refer the below image Thank you in advance.

Good afternoon, fellow community members,I'm importing invoice documents from AP using import scenarios. Everything worked correctly for the first 22 invoices, but on invoice 23 and later, I get the following error:Another Process has added the 'APTran' record. Your changes will be lost.I'm attaching the image and the scenario in XML format so I can see who can help me resolve this. I've tried everything and so far can't find a solution. I urgently need a solution to import because there are almost 700 AP documents in total, and I can't upload them manually either.   Thank you very much in advance for your help.

Hi All, New to Acumatica here! I am trying to complete some certifications through the Acumatica Portal → Learning Paths → Partner University but when I click on the hyperlink for the Partner University I get a pop up that says my Partner University account is in an ‘inactive status’. I tried escalating this to the recruiter that created my Portal account for me but they could not do anything about it as they have no control on the backend of things.. I tried creating a ‘New Education-Related case’ through support tab but as soon as I clicked on it it just brings me back to the ‘Welcome to Acumatica’ Homepage. Any ideas as to what I can do here? Thanks in advance!

Is there a way to schedule an email to be sent at a later date from a sales order from the Activities option?