Discussion Forums

I’ve searched here but couldn’t see this specific question asked, but I have a customer who just went live and now they want to increase the length of the inventory ID from the current 15 to 25.  Can this be done safely with items already existing in the system?  Will those items be unaffected if this is done?  Thanks.

Anyone got a working import scenario to create a Project Cost projection that contains all the budget lines from the project that has Budget / Actuals? 

I am trying to connect APInvoice and EPAapproval tables in generic inquiry but both tables can’t be directly joined. I already read some topics here 3 years ago that they can directly connect two tables with note ID. Based on this photo.Is there some kind of modification or setups do I need to do. Thanks community

Hello everyone! I would like to gather some inputs regarding this scenario:Base currency = PhpClient creates a prepayment document directly from the purchase order being created (in $). Suppose that the prepayment created would have an exchange rate of 1$ = 56Php. The prepayment created that time is not yet processed with payment since they still have to buy dollar in their local bank.Now, after a week, they were able to buy a dollar but it is no longer 56php, it was already at 58Php. in the Checks and Payments screen, the cross rate column is changed to 58php but the payment cannot proceed since the system will not allow the prepayment valued at 56php to be paid at 58php. Is there any other way to process this kind of transactions? 

Is there an option in Acumatica to create a credit memo directly from the Sales Order screen using a Credit Memo order type or other suitable order type without generating any inventory transactions?The customer prefers not to use the Invoice screen, as they want the credit memo to reflect the exact customer pricing. Their goal is to issue a credit memo without affecting inventory.

Hello,I am need to definitions for the ItemCostHistory table.  Acumatica help does not have table definitions so I am reaching out to the community for some help.See screenshots belowThank you. 

We use a Sales Order Type with Automation Behavior = ‘Quote’ for quoting Parts and Service inquiries.  We would like to start using this functionality for quoting used product that we take in on trade.  These used products have many Lot/Serial Attributes (we use the GitHub customization) that define Year, Make, Model, VIN, Color, Specs, etc. that we would like to display on the Printed Quote for the customer.  However, it appears you cannot allocate a serial number to a Sales Order with Automation Behavior ‘Quote’ (in order to get those attributes to display on the Printed Quote, you would have to allocate the serial number to the document first).  You can only allocate to Sales Orders with Automation Behavior ‘Sales Order’ based on my testing.  Does anyone have a creative solution?

We have a business event which sends a notification to the Purchase Order Approver.We want the owner of the PO to be notified also. Which screen field should be used so that the PO owners email can be copied in the CC field on the email template? Regards

How can I configure PM301000 screen permissions so that a specific role can only:-Insert new projects (header level only),-Delete lines in the following tabs: Task, Revenue Budget, and Cost Budget,I’ve tried setting “Insert” access for the Projects screen and “Delete” for the related detail screens (Project Task, Project Revenue Budget, and Project Cost Budget), but users can still delete existing records.What would be the best way to achieve this behavior?Thank you!.PM301000 

I want to use rest API to upload item prices against a vendor, can I directly upload to the “Supplier Price” without going through the worksheet hold and release route?

For 24R2, Professional Services was a customization project.  For 25R1, I assume that is replaced by a feature (Enable/Disable Features)?

I’m using a join between ARInvoice & ARTran as well pulling data from FSAppointment. I need ARTran for credit memos detail lines because it wont always match the appointment detail lines. When activated ARInovice-ARTran join causes a duplicate of how ever many artran lines there are. Any workarounds? I cant group by ARTran ref number for some reason as it removes my billable Labour totals. For context RefNBR 008452 in the last picture should just be the first 3 lines but its doing 3x the return because there is 3 lines of ARTrans in the document. 

HI All,I have read the help topic from Acumatica system and read Processing Return for Credit Without Receipt (below link) mention “return without receipt and shipment’.https://aneximports.acumatica.com/(W(44))/Help?CompanyID=Anex+Select+Imports+Ltd.&ScreenId=ShowWiki&pageid=7251c08c-2dc9-4c25-9193-6bb81568e541I read through the whole document and the only suggestion is to turn off “Automatically Release IN Documents” in Sales Orders Preferences so it don’t issue automatically. This is a very tedious solution as I understand it as for all Sales Orders will now need to manually be issue, which will cause a lot more work then just do a credit memo then adjust the items that were return by the CM. Does anyone have a better way to solve this issue? I need to create Credit Memo that show the stock items while not return them back to the system. The old system I used would ask me if I want to return item back to stock which was a nice feature, and I am surprise Acumatica don’t have s

I am trying to get a report showing detailed BOMs including costing and I can’t seem to find how to do this? Can anyone help?

Hi, There is and GI Tax-AR TCS RMS Wholesaler. When i active the artra.invenotry id and inventoryitem.inventory id its giving me below error.Can any one guide me please. I have tried solution but did not work.  

I have a custom field that interacts with a query to count the number of production order materials with negative quantity requirements. We are using this to indicate byproducts. Here is the DAC for the custom field: Here is the code for ProdMaint:namespace PX.Objects.AM{ public class ProdMaint_Extension : PXGraphExtension<PX.Objects.AM.ProdMaint> { public PXSelect<AMProdMatl, Where<AMProdMatl.orderType, Equal<Current<AMProdItem.orderType>>, And<AMProdMatl.prodOrdID, Equal<Current<AMProdItem.prodOrdID>>>>> ProdMaterials; #region Event Handlers protected void _(Events.RowSelected<AMProdItem> e) { AMProdItem row = e.Row; if (row == null) return; AMProdItem prodItem = (AMProdItem)Base.ProdMaintRecords.Current; var amProdItemExtVar = PXCache<AMProdItem>.GetExtension<AMProdItemExt>(prodItem); var inventoryIDletters = ""; foreach (AMProdMatl material in ProdMaterials.Select()) {

I want to try something and im curious if anyone has tried this. We are using shopify plus and I am having a very hard time importing matrix items into acumatica. The complications I'm having is i don't want to break up my items into separate item classes for now, I simply have 1 item class for stock items and i have about 50 “Variant” attributes for this item class. But the problem is when i try creating matrix items it requires me to inactivate all attributes I'm not using on each template item, which is very annoying and complicated with an import scenario. Here is what I'm thinking to do to simplify. Since i’m never looking to have more than 3 variant types anyway (shopify limit), i want to create only 3 “variant” attributes lets say Varient1, Varient2, & Varient3 and add a regular (non varient) text field attribute right above each variant so lets say Varient1Name, etc. And have this replace the default mapping to shopify for the variant name. Anyone tried this or know if it w

Hi Everyone,We are making an API calls to Acumatica like below but creating lot of API sessions and not logging out from Acumatica. Can you please review and help us on this? Log into Acumatica - Working Creating Sales Orders - Working Logout from Acumatica - Not workingPlease find the screenshot for reference. 

For many in the service industry it is important to be able to fill out inspection sheets out in the field. While there are many providers of the fillable form concept (WorkMax,FastField etc.) none of them have the ability to save the inspection sheet (usually saved as a PDF) directly to a service order or appointment on the mobile app

Hi...we are in the middle of converting to Acumatica and I am just beginning to get into the API for integrating with our other internal systems.I have figured out how to use ODatav4 to read stock items.  I even figured out how to use a “Navigation Property” (by trial & error) to pull in the item class description. Below is the current request broken down for readability.But now I also want to pull all of the Cross-References (customer item numbers) for a given inventory item.  The Cross-References show as another DAC - INItemXRef - but there doesn’t seem to be any navigation property from the InventoryItem DAC to it.  Can I pull in this related information with an $expand clause?  Or do I just need to query the INItemXRef separately and combine them manually?Thanks!https://<company>.acumatica.com/ODatav4/<tenant>/PX_Objects_IN_InventoryItem?$select=InventoryCD,Descr,ItemStatus,BaseUnit&$filter=ItemStatus eq 'AC'&$expand=INItemClassByItemClassID($select=ItemClas

In 24R1, I created a new project.  When I open the project in the editor, the tree on the left looks normal.  As soon as I add the PO301000 screen, the tree is almost empty.I reset caches, restarted the app, recycled the app pool in IIS.  I deleted the project and started over, same thing happens. Any ideas?

When a new matrix item is synced to Shopify, the Variant Option Name defaults to “Title”.Is there a way in Acumatica to change the Variant Option Name to something else?

Is there anyone can help me to display 5 line items on the first page of the report then sixth or next line item will display on the next page of the report

When I uploading an image using the API, the following error message occurs: Error 500: Internal Server Error.  

We would like to be able to view Inventory Summary on the mobile app, is it possible for us to add that or does that have to be built in by Acumatica?