Discussion Forums

We use Acumatica in retail, receiving inventory and matching bills later to receipts. How to reconcile balance at the end of the month of clearing account to Balance Sheet? I cannot see any generic reports that will allow me to do that. Any ideas? 

Hello Everyone, Please advise on how to hide the list of other tenants from the customer portal login screen?Thank you,Jennifer

Hello! I am trying to use an input mask to allow for numerical entry only where the number has two decimal places. For instance, we manufacture parts that have dimensions such as 68.50” and 82.25”. I tried using the input masks ##.##” and 90.99” on the attribute itself but when I enter the values above I get the following results:68.50” → 68._5”82.25” → 82._2”. I had figured out that we could use something such as 90.99#” but it then returns values as: 82.25” → 82._25” This isn’t ideal and could get confusing. Is there anyway to force a number right after the decimal?Also, I believe I found a bug in the system when it comes to these input masks. Using the 90.99#” input mask above, it registers the number but every time I click on the attribute and click off it reduces the number and adds a space. Thank you!

If you all have any good tried and true examples for Customer Statement forms in Acumatica please post them here. We are a pool company who does Sales, Field Service, Equipment Service Contracts, and Projects (New Pools and Renovations). Our Customers are constantly complaining about our Statement Form. We are currently using a modified version of the “Open Item” Customer Statement. We want to be able to show a clear snapshot of everything that occurred for a Customer on one form. Both for the Month and a specified period of time. Any suggestions?

Hi, I am adding a few custom fields to ARInvoice and ARPayment. How can I prevent these fields from being picked up in the copy/paste functionality? I tried redefining the data view in a graph extension with a new PXCopyPasteHiddenFields attribute, but it did not work.

I created a generic inquiry that pulls data from the Purchase order module. I pull that data into excel and use with an import scenario to create records in the equipment module.Now that the report is created and import scenario is mapped and setup, I would like to have another dept at the company do the import monthly but I am concerned about giving them full access to the import scenarios.  Is there a way to limit access so they can run this one scenario but not have access to others?

We had an invoice 400.94 and our customer paid 400.95 what is the best way to correct this in our system? Do we create a credit memo on the invoice or can we do a -.01 in the write off amount?

I have a mobile App that has a custom action which will redirect to an external Web Page.It was working a week ago. The customer was playing with creating their own customization, and mucked things up and asked our admin to restore a snapshot. When they did this, the customization that calls the external web site stopped working.I cannot figure out why.The call to the Redirect is: // Everything is gathered up. Time to send it var redirectException = new PXRedirectToUrlException(fullURL, PXBaseRedirectException.WindowMode.NewWindow, "This is a Message, which gets ignored in this case", false); throw redirectException; // call URLThis works when run from the browser. However, not from the mobile device.In the Customization, this action is defined like this:update screen FS300200 { update container "AppointmentRecords" { add recordAction "ASGExtForms" { behavior = v

We are planning to introduce a custom frame order for our Online store on Shopify. The customers will pick the pre-configured sizes for their custom orders. Right now, our staff will create a custom Sales Order in Acumatica then create a Production Order. Wondering if it's possible for the custom orders to be auto create as Production Orders once they have synced to Acumatica? 

A custom field was added to AMProdItem and am trying to update via import scenario, but I only see a handful of field on the table. Is my syntax wrong or does it need to be exposed via another method? 

Does Acumatica or any partner have documented best practices for managing the publishing of customizations that can be shared with me?  I am looking for a customer facing document to explain the need for discipline and coordination where customizations are created by multiple sources. Edit, I did find this blog post https://www.augforums.com/publishing-an-acumatica-customization-project/.  However, may main point is that I need to reinforce rule #2.

Today all our PUT requests regarding Appointments seem to have stopped working via the REST API.  We’re using a custom endpoint.  Has anybody seen an error like this before?  We are a bit stuck, as all the endpoints were previously working."message": "An error has occurred.","exceptionMessage": "Sequence contains more than one matching element","exceptionType": "System.InvalidOperationException","stackTrace": at System.Linq.Enumerable.SingleOrDefault[TSource](IEnumerable`1 source, Func`2 predicate)at PX.Api.ContractBased.EntityExportContextBuilder.GetDescriptorKeys(EntityImpl entity, String baseMappingKey, Boolean includeNulls) in C:\\build\\code_repo\\NetTools\\PX.Api.ContractBased\\EntityExportContextBuilder.cs:line 2064at PX.Api.ContractBased.EntityExportContextBuilder.TryDetermineDescriptorFromValues(EntityImpl entity, String baseMappingKey, EntityDescriptor& entityDescriptor, Boolean includeNulls) in C:\\build\\code_repo\\NetTools\\PX.Api.ContractBased\\EntityExportContextBuil

I have a custom field UsrLotNumber in the POLine table.  I want to update that field to the PO Number.  Please don’t ask why the customer wants to do this…The issue is that the PO Number is “<NEW>” until after you save the PO.I put code in the RowPersisting handler of the POLine table.However, the OrderNbr field is “<NEW>” at this point.  I tried putting the code in the POOrder rowpersisting, but it still doesn’t save to the DB.This is my POOrderRowPersisting code.  It shows the value in the grid after saving, but no update to the DB.protected void POOrder_RowPersisting(PXCache cache, PXRowPersistingEventArgs e){ var row = (POOrder)e.Row; foreach (POLine line in Base.Transactions.Select()) { BSPOLineExt ext = line.GetExtension<BSPOLineExt>(); if (ext == null) return; InventoryItem inventory = SelectFrom<InventoryItem>.Where<InventoryItem.inventoryID.IsEqual<@P.AsInt>>.View.Select(Base, line.InventoryID); if (inventory == null) return; INLotSerCl

Hi We would like to know how to business manages with Blank PO,  Essentially we would like to have a lean process of which everyone goes througe a request process, and then it is the purchasing department that manages the rest. In certain cases, there are blank PO that are arranged with certain supplyers. What i would like to know is from the request, is there a way to link that request line to a blank PO Line, to it would deduct the total quantityfrom the blank PO. The inly way i have found for now is that from the request, i would have a quantity with a price of 1$. We thansform the request to a purchase requsition, and then a purchase order. From that order, we put the item price at 0 so there is no cost involved in that line transaction, and then in the same PO, in add the blank PO Line, and input the same quantity as the Request line, but at a 1$ unit price. This gives me the final amount identical from the request, and the “infant” PO is still attached to the request (so i have a

Hello! We have created few customers, and we have created transactions against these customers as well. But now we are required to establish these customer IDs as companies. We want to have the same ID for both Customer, Company and in created transactions. Is there any way of doing this? Best Regards Amanda

Hi everyone,I'm working on a customer invoice import scenario, and I’d like to know if it’s possible to use the "InvoiceNbr" field as a unique key to identify invoices.At the same time, I would like to keep the automatic numbering for the RefNbr field, and use InvoiceNbr to detect duplicates too.Ideally, if an invoice with the same InvoiceNbr already exists in the system, the import scenario should raise an error and prevent the duplicate from being imported.how can it be configured?

RS201000.ts codes:import {    PXScreen, graphInfo, createCollection,    PXView,PXFieldState,    gridConfig,PXFieldOptions,GridPreset } from "client-controls"; @gridConfig({    preset:GridPreset.Primary})export class RSSVRepairService extends PXView{    ServiceCD : PXFieldState;    Description : PXFieldState;    Active : PXFieldState;    WalkInService : PXFieldState<PXFieldOptions.CommitChanges>;    Prepayment : PXFieldState;    PreliminaryCheck : PXFieldState<PXFieldOptions.CommitChanges>;} @graphInfo({    graphType:"PhoneRepairShop.RSSVRepairServiceMaint",    primaryView:"RepairService",    hideFilesIndicator:true,    hideNotesIndicator:true})export class RS201000 extends PXScreen{    RepairService=createCollection(RSSVRepairService)}RS201000.html Codes:<template>    <qp-grid id="grid-RepairService" view-bind="RepairService"></qp-grid></template>

Hi everyoneWe have an issue with reversing migrated fixed assets in bulk. hoping that someone could offer some ides. We have over 100 fixed assets migrated that need to be reversed. The issue is that these assets contains fixed asset transactions that had both no GL batch (from migration - purchase+ and depreciation +) and GL batch (depreciation + after migration).If we reverse this fixed asset with GL turned on, it will also create GL transactions reversing purchase and depreciation from migration. solution 1) Reverse with GL turned on, find a way to journal back the purchase transactions that should not have GL batch.  Issue: unable to identify reversal transitions against original. system does not create a reference. solution 2) reverse with GL turned on. when fixed asset is migrated again correctly, leave GL on. system will create purchase transaction with GL to make up for the asset account balance. issue: will not be able to migrate “depreciation to period” and “accumulated depre

I am no sure what I am missing in configuration but I cannot select a project on an expense receipt or claim. I can see the project field but only default X is listed. Furthermore, the project task field does not display. I have configured a corporate credit card and non project related expenses are working as expected. Any ideas as to what I am missing?

Is there a report to use to pull vendors not used within a date range?

Hello all,I have been wondering if its possible to enable UDF for the Stock/Non-Stock Items screen. If not then how can we get this. We are not looking to make use of Attributes tab & apart from customization what are the other options? Thanks in advance.

Hi all,Is there a low code way to restrict the visibility of cases based on certain criteria?Our quality cases usually come in two varieties: application (ie, the customer didn’t apply the graphic properly) and other reasons (these are internal production issues on our end).We want our Sales team to be able to address the Application issues, as they know how to walk the customer through the process of application.For the rest of the cases, they are not relevant to our Sales team.Can I low code something like “if Workgroup = Sales, then restrict visibility to UNASSIGNED or APPLICATION”?Can I do this low code? Customization? Row level security? Something else?  

Do we have an import scenario for customer restriction group? How to setup customer restriction group manually?

how do i get the “Download Outlook Add-in Manifest”its not displaying in my profile page. 

Good day,I want to change ID on some of inventory items.  Questions:  Does this change id update all completed production orders, and sales orders?  It does work on Open Sales Orders, BOM and Production Orders that are in planning.Thank you.Evan