Discussion Forums

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 :)

Hi,I just realized that we can edit the Debit/Credit amounts when reversing a Journal Transaction. So we can reverse the transaction for a different amount than the original. Does that make sense?What is the best way to disable that ability? Thanks.

Hello Everyone!When you create a BL Sales Order, the details will automatically get the sales account and the sales subaccount from the products,.There is no way to change this from the Order types screen.How can I set the account and the sales account values automatically from the Customer in a BL Sales Order? Thanks in advance. 

Hello all,Can anyone let me know how can I add branch ID column in the Release Time Cards screen? The Employee Time Cards screen doesnt have a branch ID. So how can I add the same in the Release Time Cards screen?Thanks.

I’ve created new email template for sales quotation (QT). in the sales order preference form I selected that new email template as the Quote email. but when I’m sending the email it send the Quote as per the system by default email template. what are the other configuration do I have to do?  

Should the Stock Item Inventory Planning Settings > Manufacture Lead Time affect the Action Date in Inventory Planning if the Source method is Purchase? Currently, it appears that it does. However the field is defined to only be accessible IF the manufacturing feature is enabled. My concern is this is a bug. Before we populate this field for General Item Lead times, id like to know if this is intentional or not. Stock Item SettingsInventory Planning DisplayAMMFGLeadTime 

I would like to make a generic inquiry similar to “Bank Transactions History”, without doing any customisations if possible.The purpose:  I want to see all matched and unmatched bank transactions, and then also add information to the inquiry about voided payments.  (Users want to quickly see which matched transactions need to be unmatched due to payments being voided).I want to use this CABankTranHistory.MatchedRefNbr but I can’t add this table in a normal generic inquiry.  Is that because it only exists within this customisation? I’m looking for guidance either in adding this CABankTranHistory to an ordinary generic inquiry, or how to link the tables that make up this information.

A user is getting the error below when clicking Export on a batch payment. When I log in as an administrator, I do not get the error. Thoughts anyone?  

Hi,We have just switched to Acumatica from Sage and my first bank rec was a disaster!I have 2 different banks to reconcile in 1 company. I was reconciling Bank A, but I used Bank B closing balance for this current bank reconciliation starting balance. Because it was the first month-end we hade to make some out-of-the-norm adjustments which is why I didn’t really understand or notice what I had done until closing the current period.I want to know how to reverse October 2024 bank rec, so the starting balance on November 2024 bank rec is correct. I hope this makes sense.  Thank you!

Hello. Having an odd one with AutoNumbering. Below is the Numbering Sequence, the New Number Symbol is <NEW> like others.  The custom screen is below. When I click add, the Car ID is set to ‘NEW’ not ‘<NEW>’.There are also 2 spaces before the value NEW.If I enter car details and click save, the auto numbering works.  The DAC is below[Serializable][PXCacheName("PinnCar")]public class PinnCar : IBqlTable{ #region Carid [PXDBString(15, IsKey = true)] [PXUIField(DisplayName = "Car ID", Visibility = PXUIVisibility.SelectorVisible)] [PXSelector(typeof(PinnCar.carid), typeof(PinnCar.carid), typeof(PinnCar.make), typeof(PinnCar.model))] [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)] [AutoNumber(typeof(INSetupExt.usrCarNumberingSequence), typeof(PinnCar.createdDateTime))] public virtual string Carid { get; set; } public abstract class carid : PX.Data.BQL.BqlString.Field<carid> { } #endregion //make, model and reg field //Acumatica fields.}The graph code is very s

Hi everyone, it's me again and I want to know if anyone had this problem before.The following  situation is … I need to change background color in a field using a validation method in my graph extension but I don't know how to do it. In the past you could change the color of a button using JavaScript, but it would be helpful to know if it's possible using VS.Any help will be of great help.Thank you for reading. 😎

Hello-I’ve created a custom screen where auto numbering is used. When I access the screen I get the following message.  The DAC for the AutoNumber field is below.[Serializable][PXCacheName("PinnATWDW1")]public class PinnATWDW1 : IBqlTable{ #region RefNbr [PXDBString(15, IsKey = true)] [PXUIField(DisplayName = "Ref Nbr")] [PXSelector(typeof(PinnATWDW1.refNbr), typeof(PinnATWDW1.refNbr), typeof(PinnATWDW1.hMRCWarehouse), typeof(PinnATWDW1.period))] [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)] [AutoNumber(typeof(PinnATWDSetup.w1NumberingSequence), typeof(PinnATWDW1.createdDateTime))] public virtual string RefNbr { get; set; } public abstract class refNbr : PX.Data.BQL.BqlString.Field<refNbr> { } #endregion ...other fields...It has a child table, the DAC for the key fields are below. [Serializable][PXCacheName("PinnATWDW1Line")]public class PinnATWDW1Line : IBqlTable{ #region RefNbr [PXDBString(15, IsKey = true)] [PXUIField(DisplayName = "Ref Nbr")] [PXDBDefault(ty

I have a report created in Report Designer (an .rpx file) within Acumatica 2023 R1.I would like to ask:Is it possible to export an .rpx report directly to a CSV Excel file?is CSV export is supported,

When we click CONFIRM SHIPMENT, we get the following error:Carrier Service returned error. USPS:The request could not be understood by the server due to malformed syntax. ProviderEndShipper address.name or address.company requiredCan anyone tell me what needs to be entered in Acumatica to avoid this error and allow confirming the shipment?Thanks,David

Hello everyone - does anyone here have feedback and/or experience with the following integrations.  We are interested in a time keeping and payroll solution.  My understanding is that these two both run on Kronos so there are many similarities.  I also like that they both have a scheduling element - something our team will rely heavily on.  Any insight?Inova - https://www.acumatica.com/acumatica-marketplace/inova-payroll-hcm-for-acumatica/WorkForce Go! - https://www.acumatica.com/acumatica-marketplace/workforce-go-hcm/

Hi all,Is it possible to create a BOM for a non-stock item? As my team described it to me, they want to do this as it’s not an “item” per se but more of a “service” with no on-hand inventory levels. Is this possible? Any docs/tutorials on this if it is possible?

Acumatica allows expired materials to be used in production despite the fact that an expiration date is set. No warning to user or hard stop.Does anyone have a workaround for this other than a custom inquiry that allows to find expired material and remove it from the shelves?We are in a regulated industry (medical device) and current feedback from Quality is that the workaround is not sufficient and an active warning, if not a stop, from the system is the minimum that has to be implemented.

StateColumn property of PXToolBarButton, it disable the custom action button on grid header based on assign field value true/false, in Modern UI is there any substitute code or solution 

A previous discussion identified the Cash Account Balance on the Reconciliation Statement Report as the “Cash Account Balance on bank Statement date”.  I would expect that to tie to the ending balance per the Trial Balance, but it does not.  Do I have an error somewhere, or just a misunderstanding?Thanks 

Hi, I've joined the APInvoice table with the APTran table to display the line-level tax amounts in the Project Transaction Register report.However, I’m encountering duplicate records, and I’m unsure which join might be missing or if there’s an additional table that needs to be included to eliminate the duplicates.I’ve attached project transaction register report for your referenceIf anyone has any insights, I would appreciate your help.   

Hi Community,Is there any way to get a side panel on this Inventory Allocations screen via Customization projects? It does not seem to have the option under the Action Types. Thanks,RJ

Hello, I’m looking for a way to make matrix items with only one variable. I have a product that comes in 4 colours, but doesn’t have any other variables. Is this doable? 

I am trying to create a Sales Invoice with a Payment but i get the following error: "An error occurred during processing of the field CuryAdjdAmt: Nullable object must have a value.."I am using the /Default/23.200.001/SalesInvoice endpoint and this is my request:What am I missing or do i need to create first the Sales Invoice, then the Payment and then apply it? {     "ReferenceNbr": {         "value": "<NEW>"     },    "CustomerID": {        "value": "ABAKERY"    },     "ExternalRef": {        "value": "801PM00000DhqGnYAJ"    },       "Type": {        "value": "Invoice"    },    "IsSpecialOrder": {        "value": false    },    "Date": {        "value": "2024-04-22"    },       "ShipToAddressLine1": {        "value": "Test"    },    "ShipToOverrideAddress": {        "value": true    },    "ShipToOverrideContact": {        "value": true    },    "ShipToCity": {        "value": "Test"    },    "ShipToCountry": {        "value": "US"    },    "ShipToPostalCode": {        "value":