Discussion Forums

I’ve used some of the samples for conditional formatting based on values, and I think I’m missing some small bit.I’ve added the code below.On the first field, referencing the custom field, it will always return “false”. That field is in the extended “CROpportunityHeader” which is the class for the view “Opportunity”. Slightly interesting point, if I intentionally misspell the custom field name it does the same thing, leading to believe that I need to do something to indicate it’s in a DAC Extension.On the second colored field, when I reference “CuryAmount” rather than the custom field it seems to works as expected.template>   <style>    [data-has-value="true"] input {    background-color: #d4edda !important;    color: #155724 !important;    }    [data-has-value="false"] input {    background-color: #2bb14a !important;    color: #155724 !important;    }     [data-rating="green"] input {        background-color: #155724 !important;    }    [data-rating="red"] input {        back

Is there a way to have an option on the Sales Order screen to print a copy of a Sales Order without any pricing? There are times when we may have an order that we have to give to an employee and we do not want any pricing printed on the SO. It would be nice to have an option called “Print Order - No Prices” as a menu option from within the Sales Order screen. Thank you!

I’m a wholesale distributor with my own fleet of delivery trucks and daily delivery routes. Is there a way in Acumatica to sequence individual shipments so they appear on the Truck Manifest IN THE SAME ORDER in which they would be delivered? OR since the Manifest is generated from a Picking Worksheet, is there a way to sequence shipments on the Picking Worksheet? Thanks.Mike PetersSanico, Inc.

We have a large customer that places multiple orders per week. Since the customer has central receiving we think it will make the most sense to create a bulk Batch Pick List for picking purposes. However, the delivery route that services this customer INCLUDES SHIPMENTS FOR OTHER CUSTOMERS as well. These “other orders” would be on a separate Pick List, and hence a different Picking Worksheet and Truck Manifest.In this scenario, Is there a way for us to create a Batch Pick List from one set of shipments for picking and then re-create another Pick List to include the batched shipments with the shipments for other customers? Or, can separate Worksheet #’s be combined into one Truck Manifest? I’d rather not have our drivers have to carry two separate manifests. THanks.mikeSanico, Inc.

We maintain a few different Shopify store that feed into Acumatica. One of them closed earlier this season and we had one store created to test out some functionality. As we are launching a few new stores we want to keep ACM clean. There is a delete icon in the Shopify stores toolbar but it is always greyed out. Is there a way to delete? 

Hi Everyone,I'm facing an issue while trying to import a snapshot in Acumatica.Environment:Acumatica Version: 25.101.0153 Deployment: Local IISIssue:When I navigate to SM203520 (Tenants) → Snapshots → Import Snapshot, select the snapshot file, and click Upload/Import, I immediately receive the following error:Error: The file is not found, or you don't have enough rights to see the file.I've attached a screenshot of the error.What I've checked so far:Running as an administrator. Verified that the snapshot file exists. Confirmed that the user has administrator privileges in Acumatica. Restarted IIS and the application.However, the same error still occurs.Any suggestions or guidance would be greatly appreciated.Thank you!

We set up a prepayment terms ID with the settings to require %100 prepayments for an order to be processed. When using integrated credit card processing for payments, such as Authrize.net, we find that the system will recognize transactions that have only been autrhorized (not captured) as paid and apply it towards the order.See the screenshot of such a payment in the sales order.  Is there a way to overwrite it and it should recognize it only when it’s captured? Below is a screenshot of the terms set up. 

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We have 5 Companies that have different cash accounts.  A payment was posted in Company 04, and a deposit was made in Company 04 in Acumatica.  However, when attaching the backup, it was noticed the checks we deposited into the wrong company at the Bank and went into Company 01.  Since the payment and deposit were all made in the correct company in Acumatica, as well as in the subaccounts, can a Transfer Funds from Banking module be used?  I was also thinking of using a Journal Entry and using our intercompany accounts. What is the best way to record a deposit posted in the wrong company with the bank.  Everything in Acumatica was correct.  

Does anyone know of a way to generate production tickets from MRP for the total quantities that are in demand for an item.  Currently it is showing the same item multiple times and if you generate tickets it will create one by one instead of a sum of the quantity.  If we manually sum the qty and create a work order for that quantity, mrp still shows the demand one by one until it’s complete.  Quite cumbersome to keep on track.  Any suggestions?

We are currently using the DocuSign integration, however, we find the workflow and click requirements to be extremely tedious and excessive. We are using it to send out rental contracts (through the Sales Order screen and form) to be signed by our customers. The form we send to be signed changes very little between customers, yet we still have to manually edit every form being sent through DocuSign to place the signature lines and initial lines on the document. There is apparently no way to create a template? It takes as long, or longer in some cases, to prepare the DocuSign document than it does to prepare the Sales Order. It should take almost no clicks or time to prepare the document for signature. It should be, at most, a toggle button to say “Send DocuSign” or “Require Signature” or something along those lines. A copy of the “signed” document does NOT get attached to the Sales Order automatically and there is no way to track the DocuSign envelope status from within Acumatica. It a

Hey team, did anybody found a way to change Service Order type after its created (even after appointment is created) without the need to cancel and re-create everything from scratch? This feature would be super helpfull!

Hi,I have a requirement to restrict users from viewing Workgroup Approval records.Although the My Approvals filter is selected by default, users can still switch the filter to All Records and view Workgroup Approval records that they should not have access to.Is there a standard way to prevent users from selecting All Records, or otherwise restrict them so they can only view their own approvals (or the approvals they are authorized to see)?TIA.

I have downloaded the msi package 3 times and cannot get it to unpack into a folder.​​​​ 

I’m fairly certain that this will require a customization, but I wanted to run it past brighter people than myself to confirm.We want to limit the STOCK ITEMS a customer can see and order in the self service customer portal.  I am aware we can set up restiction groups, but they are based on actually adding individual USER IDs to the restrictions group.  We want to be able to establish these restrictions on a number of attributes in the CUSTOMER.Fake examples of attributes in the customer record:Certified?Insured?Trustworthy?There will be about 10 attributes on the CUSTOMER, and they may have multiple attributes checked as “yes”.The standard restriction group requires that you enter users here rather than being able to read an attribute on the customer record.Is there a way to do this without a customization? 

Hi, I created 2 sales orders for the same customer and created 1 shipment and added those 2 SOs. Now, the shipment contains 2 different SO numbers (SO0001 and SO0002). It splits the items up between the 2 orders but fails to reference which items belongs to the SO.I’ve added a group called groupOrderNbr to show the SO number and customer order number above the detail section. However, I am a bit stuck on making it only visible if there are different SOs in 1 shipment.I can easily add a column to add the Customer Order No and SO number in the details section, but it looks ugly showing those information on each line item. Do you have any other suggestions or maybe adding the correct visible expression? I’ve attached the rpx. Feel free to modify and play around it.

Hello I am required to create a new customer location while creating the customer through Import Scenario.  I can see there is an action naming, ‘Add Location’ but it seems not working.  Can someone please let help me on this? Thank You!

Looking for a suggestion on what’s the best way to handle service orders that require multiple appointments spanning across multiple days especially when there is material involved that is marked for purchase order. It is not always necessarily the same tech. If we add the material to the service order, cloning the appointment will also clone the material.  Any suggestions on how to proceed with scheduling these appointments and where the materials should be marked for PO for the most efficient workflow?

We are implementing MRP / Inventory Planning / Production Orders / Bill of Materials in 25R2.  I want to exclude certain sales order types from creating demand.  I am not seeing anything in inventory planning preferences or in the order types to exclude from demand which was part of the original ask.  I do see on certain order types there is the include returns in inventory planning supply. Our use case is the company runs in multiple ways, we have production / manufacturing where we are using Inventory Planning we have those Sales Orders set up as a type where we allow production to be triggered, but we have plenty of other order types that we use in the Construction side of the business to move warehouse materials to site and we do NOT want those orders being included in our demand requirements.  Anyone else run into a similar issue?  How did you resolve?  My inventory ID can be used in BOM’s or Projects.  Warehouse locations are able to mark for IP use, but the Sales Order does not

Can we import the historical sales order into the system and Without creating Shipment and Invoice.

Hi Team,I am trying to update a custom field on the INTranSplit DAC from a custom graph. The update itself succeeds, but when I call Save.Press(), Acumatica throws the following validation errors:Error: Updating 'IN Transaction Split' record raised at least one error.Error: 'Source' cannot be empty.Error: 'Transaction Date' cannot be empty.The custom field (UsrPickedQty) exists on INTranSplit, and I am only updating that extension field. public class TestGraph : PXGraph<TestGraph>{ public SelectFrom<INTranSplit> .InnerJoin<INTran> .On<INTranSplit.FK.Tran> .InnerJoin<INLocation> .On<INTranSplit.locationID.IsEqual<INLocation.locationID> .And<INTranSplit.siteID.IsEqual<INLocation.siteID>>> .Where< INTran.tranType.IsEqual<INTranType.assembly> .And<INTranSplit.lotSerialNbr.IsNotNull>> .OrderBy<INTranSplit.lineNbr.Asc>

Hello, I checked, on Account receivable preferences , customer classes , customer it self, all mailing setting on invoice is using AR641000When  I print the invoice on Print/Email AR documents, ScreenId=AR508000, it is fine.But when I try to email the invoice on this same screen, it is attached PDF generated from SO643000 instead.The reason I can tell the difference is I made a little trick, on SO643000  the price won’t show this customer,on AR64100 it will always show price.My need describes here:Print and Send Email in Different Invoice Formats (Price Hidden)? | CommunityMy rpx is attached, please help. I need to email in format of AR641000

I have analytical report I created in the finance module.  There are several rows where I don’t want the last column to print.  It seems like this can be done through View conditions under column group.  However I can’t  figure out where I can define the column group to setup which columns I want to print for that row.   It doesn’t seem to take a  column range.   I searched beacon and this website and the documentation but I wasn’t able to find out where to set up the column range.  

Hello,  We know we can change a vendor prior to positng an AP bill but only if the detail lines are blank.  Do any of you know if it’s on the horizon to be able to change a vendor without having to remove the detail lines first? Thanks,Kay

We are excited to share an important milestone with the Acumatica community.S4 Consulting is now an Official Velixo Partner in Vietnam.As an Acumatica Gold Partner, our mission has always been to help businesses go beyond ERP implementation. We believe that the real value of ERP comes from enabling management to make better decisions through real-time data and continuous cost optimization.That's why we are delighted to add Velixo to our solution portfolio.Velixo extends the power of Acumatica by bringing live ERP data directly into Microsoft Excel, allowing finance teams to build financial statements, management reports, budgets, forecasts, and dashboards without exporting data or waiting for custom reports.#Acumatica #Velixo #ERP #FinancialReporting #Excel #CloudERP #Vietnam #DigitalTransformation