Discussion Forums

Is there any way to do a contains or starts with in an expression? Google gave me some suggestions like using ‘LIKE’ or StartsWith([Field], ‘value’) but acumatica says its not supported. I am trying to do a parameter for IIF the location ID contains or starts with a Q, then Remove the Q, and if not, leave it as is.  Like this:=IIf( ([INLotSerialStatus.LocationID] LIKE 'Q'), ([INLotSerialStatus.LocationID] - 'Q'), [INLotSerialStatus.LocationID] ) Or this:=IIf( (StartsWith([INLotSerialStatus.LocationID], 'Q')), ([INLotSerialStatus.LocationID] - 'Q'), [INLotSerialStatus.LocationID] ) However, I cannot seem to find a way to do a contains expression. Is this possible?

Hello,  I am trying to create a report to return SO lines related to production orders.  The AM Tran table contains a custom field which flags each item that needs to be printed on the report so I need that table in the report.  That table is causing duplications based on production transactions related to the items.  I was able to get rid of duplicates by adding a condition to join on lot/serials and a grouping on AM Batch number, but our client wants the grouping on SOLine.InventoryID, Alt ID, and a custom field on the SO Line.  When I changed the groupings it began duplicating the lines when the Lot/Serial was the same but the items appear on different labor tickets.  Does anyone have any suggestions on what I can add to the join or grouping to get rid of duplicates? I am unable to share the XML due to sensitive data.  

Does anyone use factoring for their invoices? I have a client that uses a factoring company and would like a standardized process in Acumatica. Possibly an integration, otherwise ideas how to record this other than JE’s. 

Anyone willing to help out with MS Teams integration. Azure Item is complete but not clear on the next steps regarding this. Would need to get this completed asap. Thank you you wonderful community! :)

In Employee Time Activity screen (EP307000) we can select project and project task in grid area.Now we need to restrict project task selection base on login user’s roll.In other word if login user have XYZ role then he can able to view only those task which contains “Labor” word in it. So, basically PXSelector should be dynamic.

Hello Acumatica Community!  I am Tara, Acumatica’s new Technical Product Manager for CRM.  I’ve been here a little while but wanted to take a moment to say hello and introduce myself.  I come to Acumatica with ample CRM Product Management experience - having previously managed Dynamics, Salesforce, Sage and a complex homegrown quoting system. I love meeting with users to understand their needs and training to assure the enhanced in-app user experience is understood.I look forward to getting to know everyone.  Please feel free to reach out if you need anything. ~Tara 

Hello!I want to create leads using Excel import and I’m required to update the Lead information with the contact information if Contact is given for the lead. Also, I’m using the import scenario provided by the standard. But the scenario does not pick the Contact ID and auto fill the information, instead it requires all the fields to be entered using the excel. Is there any way that I can update information of contact in the lead using the excel?Thank You! 

Hey Everyone,I’m Mike - I live in Jacksonville Beach, FL and joined Acumatica last month as the new Technical Product Manager for WMS. I’m looking forward to catching up on where we are and where we need to go with respect to the WMS functionality and how it can help our customers and partners.My wife and I like to start our day with a 3 mile walk on the beach and say hello to our friends the sea turtles, dolphins, and shore birds. Have a great day! 

I’m playing around with customizations and trying to add a sales order reference to the Production Order Maintenance screen.  When I open the selector, it’s not only showing the results that are open or on hold.  How can I have it filter the results just to those two values? What am I doing wrong? namespace PX.Objects.AM{ public class AMProdItemExt : PXCacheExtension<PX.Objects.AM.AMProdItem> { #region UsrSOReference [PXDBString(30)] [PXUIField(DisplayName="Reference")][PXSelector( typeof(Search<SOOrder.orderNbr, Where<SOOrder.status, Equal<SOOrderStatus.open>, Or<SOOrder.status, Equal<SOOrderStatus.hold>>>>), typeof(SOOrder.orderNbr), typeof(SOOrder.orderDesc), typeof(SOOrder.customerID), typeof(SOOrder.orderDate), typeof(SOOrder.status), SubstituteKey = typeof(SOOrder.orderNbr), DescriptionField = typeof(SOOrder.orderDesc))] public virtua

I want to combine the below the Statement into a single one as it contains the same Where Condition and Column   Update<TableName>   .Set<TableName.OrderNbr.EqualTo<@P.AsString>>  .Where<TableName.id.IsEqual<@P.AsInt>>  .Update(Base, new object[] { orderNbr, Account.Id });  Update<TableName>.Set<TableName.Review.EqualTo<@P.AsBool>>.Where<IAAccountAllocation.id.IsEqual<@P.AsInt>>.Update(Base, new object[] { 1, Account.Id });

I’m trying to make an import scenario that will update individual lines on a sales order to set the requested ship date to a date further in the future. The issue I’m having is the scenario will only add a line to the order instead of updating the corresponding line despite using linenbr and InventoryID as custom keys. I did have a working scenario like this previously before updating to our current Acumatica version (2023r1 build 23.115.0031) so I’m wondering if there was a change or something related to this functionality? Or am I missing something else? 

Hello, I am trying to troubleshoot an Import Scenario where we are updating all of our Vendor ID’s. We’ve been able to successfully complete this in a Test environment, but for some reason I am unable to in our production instance. Any assistance would be appreciated! We have a custom import scenario that uses the “Specify New ID” target object. In Test environment, it works as intended - updating only the Vendor ID.In Production, we’ve replicated the scenario, and the import reports it completed successfully and with no errors, but the Vendor ID remains unchanged.What am I missing from the scenario in order to update the IDs? 

Hi, I'm encountering an issue when importing sales orders using the import scenario. I receive an error if the project task is marked as the default task for the project.However, if I untick the default task option, the import scenario works fine and successfully imports all the sales orders.   Does anyone know how to resolve this issue? Thanks

I have a client currently who does Vendor Pricing and they need to update sometimes over 100,000 records. I know this isn’t feasible with the Price Worksheets as they have a limitation. I am looking to see what others have done to get around the limitation in Acumatica. Obviously using the Vendor Prices is not ideal because it would take too long to update.  Thank you!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Samvel Petrosov - Acumatica Community Featured Member for April 2025Meet Samvel Petrosov our Acumatica Community Featured Member for April 2025. It’s great to have you as part of the Acumatica Community ​​@Samvel Petrosov! Acumatica User GroupsNew! Michigan Acumatica User Group, Northern New England Acumatica User Group, NorCal Acumatica User Group Request to join today!Upcoming meetup! NE Acumatica User Group Meetup – May 6th, 10:30am-2:00pm ET Note - You need to be a member of the group in order to access/RSVP. If not a member, go to the  NE Acumatica User Group site, Request to Join, once approved, RSVP there to the event.Upcoming meetup! SAVE THE DATE: SE Acumatica

Hello,I am configuring security settings for different user roles and we are limiting a role to be able to create a PO from an SO only. IE: They can not create a PO from “Create New PO” button and cannot order things to stock. They can only order a PO from an SO.They need to be able to update the Ship-To Address and for some reason the Ship-To Contact is allowing the override but the address is not. The checkbox will allow me to check it and then it will auto deselect without opening up any of the fields to be edited. See the GIF below for what I mean.I have tried going into the Override button directly and given the maximum security setting allowed for the button and that still does not work. I am not sure why the Contact override would work and the Address would not. Any help is appreciated -- Thank you!!  

Looking for assistance on importing information to vendor details tab on stock item screen. There could be multiple data scenarios, and I can’t seem to get the import to work for them all. Possible scenarios:Add vendor detail to item with zero vendor details currently Add vendor detail to item with existing vendor detail (vendor is different vendor from existing) Updating vendor ID on existing vendor detail line Combo of adding a new vendor line and updating an existing within the same importImport Scenario Setup and Outcomes:This import accomplishes adding to a record that has zero vendor details currently. I imported two lines with different vendors, and it imported both and marked the second instance as the default. This import also works with adding a new vendor detail line to the record. I imported one line where the vendor did not match the existing vendor detail vendor. This import cannot update existing vendor detail when vendor and UOM match.When there are zero vendor detail l

Hello,I am trying to remove a lot of my Sales Prices that has an expiration date 01/31/2024, I am trying to create an import scenario to expire them unfortunately not working. Any tips on the above would be greatly appreciated. 

We are transferring inventory from a non-project to a project within the same warehouse (same location). The quantity is moving correctly, but the cost is not following — instead, it's being posted to the PPV (Purchase Price Variance) account.Later, when we invoice the project (sales invoice), revenue is booked, but no cost appears, resulting in inaccurate margin reporting.Has anyone faced a similar issue? Could this be related to how the project account groups or inventory posting classes are set up? The  cost is not getting capitalized into the project correctly during the transfer.Would appreciate feedback or best practices for handling inventory transfers into projects to ensure costs are correctly posted and reflected in project billing/COGS.

hi Guys, I am working on report and everything looks perfect the only problem is when i exporting into excel the Order QTY values disappeared from the column.  I am only tring to export two Columns other is working fine but this OrderQty is not showing any data in the excel but present in reports.  Before that it was like this i only changed the order columns  

I have been given a request to add an extra field to a “Production Order Material Summary” GICurrently the GI will display a summary of all the materials that were used in a Production Order. But my coworker wants, on that same GI, to also have a link to that Production Order number that the Material was created from. For example, we blend powder through a production order, then that powder is used as material for a Packaging Production Order. And they would like to have a link back to the creation of the material.  I attached my current GI, I have seen duplicate Data Sources before, but I have never used them myself. I assume I would need a second AMMTran to pull the creation transaction. But I have no idea how to relate it to the material instead of the Production Order that the material was consumed in. Any Help would be much appreciated. 

We have a repair facility where we need to start with a repair quote (RQ) and move to an Repair Order (RO) once we receive authorization to proceed with repair from customer.  I need to open a production order on the Quote as I need to post labor right away for the evaluation.  When I start in quote, the mark for production box is grayed out. We are currently on release 2024 R2. Do I have a setting wrong?  Is this even possible?  Will the production move from quote to order properly?  Anyone doing something similar that has come up with a way to do this or a work around?

Hello, Is their an easy way to automatically calculate a 20% surcharge on the sales order / invoices in Acumatica.  We do not want to update our all prices if Trump reduces the Tariffs soon.Currently we created a item called SURCHARGE and manually calculate the 20% tariff surcharge. Thanks!

Hello Acumatica Community,We are paying vendors using the ACH NACHA file process.  The bank itself posts the total of the file to our checking account.  Acumatica is posting each vendor amount separately in banking.  Have any of you found a solution for this so that it posts as the total amount in banking?Thanks!Kay

Hello,I am able to successfully log in after setting up the new system email and external application in Acumatica.  They have 2 factor authentication and as I said, I was able to do the initial sign in from Acumatica.  When I hit TEST of the system email it fails with this message. Any thoughts?