Discussion Forums

Is there a way or can it be added to see the Operation Description on the Clock Entry Screen (mobile app) instead of just a number..? We are using the clock entry on the mobile app for the employees in our shop, however since they just see Operation ID 10, 20, 30, etc. and not a description it is causing quite a bit of extra work on our managers to make sure their time is coded to the correct ID. Any suggestions welcome. 

When using the Receive and Put Away screen is it possible that when you scan a barcode of an item it will default to the qty on the PO. Then if the order was not filled the user could set the qty to actual received. I feel that it's an extra step to set the qty every time or scan each barcode. It would be nice if this was a setting that could be turned on or off. 

I can find a lot of information about gateways, but not any about hardware. Anyone have advice? 

For some reason, the “Add Link” function is no longer working for me. I use this to pull the attachments/Files from the requisition to the Purchase Order. It is no longer giving me access to the requisitions when I click on it. When clicked, it takes me to “Approvals”. See screenshot.

I am having an issue just with my own account. I have full allowances in Acumatica, but for some reason, only I am unable to view this Tab. Please see the attached screenshot. This tab is used to compile detailed specs on the individual items being requested. This screenshot is a copy of a requisition. Not sure how my setup changed or how to fix it.

I’m posting here to try and find someone who is finding success with ProjectManager.com integrated with Acumatica’s construction edition.  Specifically, pushing data to and from Acumatica (bonus points if people are doing predecessors / successors across multiple projects.

I need to send a report on a Schedule in 2022 R2.I was told that the Send Reports screen should not be used anymore.  (Although the referenced article says Automation Notifications have been changed to Business Events: https://help-2020r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=59d32d60-ccc5-471e-bb6a-b03ef60a3318)This report just needs to be emailed to a person (or various people) on a scheduled basis.  The Business Event screen requires a Generic Inquiry to create a schedule but all I want to do is email the report to an email address that may not be set up in Acumatica).  This was being done with a Template on the report and then scheduling it with the Automation Schedule screen using the Send Reports screen.  Can someone confirm whether or not this is still supported as it has been working but we are upgrading them to 2022 R2 and I don’t want to run into issues that I can’t get support for.Thanks for any information!

Hi Everyone! I’m trying to create a Generic Inquiry that shows the Shipment Quantity, Price, FX rate with reference to the customer as well.  I have created the attached but it doesn't load. Is there something I’m doing wrong?

Hello - I'm struggling to figure out why the “Pick List” report is printing with the huge space underneath data, then will have a page 2 with more of the data. Any thoughts on what I am missing? to condense it all to one page?  

Requirement is something like we need to read files from given SFTP credential and path. (Need to read files 4 times per day)After reading file we need to create stock item in Acumatica.I try to search this type of requirement but cannot get success.I found some help from various blog / question. According to that we need scheduler process and custom data provider.But I don’t know flow. Can anyone explain me steps? 

Hey Everyone, I recently created my account using my company email but for some reason I can’t access the product ideas section on here. Everything else is fine but when it comes to this area of the community I get the following message:   Have anyone experienced this before or could give me a hint on how to get access to the product Ideas? I shared this message with some of my colleagues here that also have access to the portal and they don’t recall going through this error. Thanks y’ll in advance!Brian 

Hey everyone, Here’s a community usage tip that I don’t think many folks know about. I know I didn’t so wanted to share😀The system only sends an email for the first reply since they last viewed the thread. There’s a setting in email preferences that allows you to switch it to every reply.  

I have a rather strange situation that may or may not have an answer. I’ve reached out to the Report Design community before and while there have been some very good responses, none of them are working for what we are trying to accomplish. We have International and Domestic Invoices. One in a while the International invoices will have a free item (Item A) on it along with an associated LotSerialNbr. If there is a similar item (Item A) that is also on the invoice that is a purchased item(s), then the LotSerialNbr of the purchased item and free item are listed together (which we are pulling from a subreport), and the free item will also show the paid item LotSerialNbr along with it’s own. I’ve tried using two different subreports, using a condition, ARTran.IsFree = True for the free item, or ARTran.IsFree = False. I have tried ARTran LEFT with SOShipLine and so far have not been very successful. I am attaching the main (SO643000.rpx) and the two subreports (SO6430C8Sub.rpx, SO6430C9Sub.r

I grew up and still live in Calgary, AB, Canada and work for Contego Software Solutions as the VP Operations.  One of the best parts of my role is ensuring that our customers are having a positive experience with Acumatica.  I oversee our implementation and support teams, but I still enjoy jumping in to solve problems, build reports, and improve business processes.I went to school in Calgary and started out with a degree in Business Administration and from there I completed my CGA designation (now CPA).  One of the courses I enjoyed the most during my studies was a course on ERPs and system change management.  But that’s not where my career started.  I started out in the oil and gas services industry, first in accounts payable, then corporate accounting, and finally in project accounting.  After being a part of two system conversions first from SAP to JE Edwards and then from JDE to Oracle I was fully bitten by the ERP bug and made the switch over to Contego in 2019. My accounting back

I’m working on a customization for the project screen to expose two amounts from the Balances screen (1) Income Totals - Actual + Open Committed Amount and (2) Expense Totals - Actual + Open Committed amount. I can’t seem to figure out how to reference this part of the schema as the data field for my custom field.I’ve tried various iterations the last of which looked like….                          Balances.Income.CuryActualPlusOpenCommittedAmount    and                          Balances.expense.CuryActualPlusOpenCommittedAmountThose did not work. Any thoughts would be appreciated.  

I’m trying to put together a SQL View on CRM Quote data.  In the DAC, CRQuote has an OpportunityID field that ties it back to CROpportunity.  It turns out that field isn’t in the database.  I looked at CRRelation (since I know that ties CRQuote back to SOOrder), but I can’t find a common thread in there either.  I picked an opportunity with multiple quotes and tried to find every NoteID field on the Opp on every NoteID field in CRRelation with no luck.This isn’t an end of the world thing--I can just go back to doing what I’m trying to do with a GI.  But at this point it’s more of a quest--I know that those two tables are somehow related because they get related in the DAC, and I’m really hoping to find out how they are related.

Is there a function in Acumatica similar to C# where I can return the total number of days in a month for a GI Column?For example, I want to return the number of days for May of 2018.  Using C# I can use the statement below to do that.  Is there a function in Acumatica that I can do the same in a GI? This function returns the value of 31.int days = DateTime.DaysInMonth(2018,05); Would also be great if I could also determine the weeks in a month returned as an INT.  But I really need the days.

Hey there, The access rights for various forms, such as the Wiki form is showing numbers instead of "Granted” or “Edit” for example.  Here you can see that numbers should not be showing up. Thanks!

Want to share with you the way to handle Made-To-Order Products with BigCommerce Connector.Made-To-Order products are special types of products where each item may have a specific unique attributes like text, or painting, or style. I will show you an example of gift spoons with special graving. Step 1: We have we need to create a new Stock-Item that will represent the spoon in Acumatica.For testing purpose you can receive a couple of spoons on your warehouse using the Inventory Receipts form (IN301000). Step 2: Prepare and Export Stock Items to your BigCommerce instance. If you manage images/availability in Acumatica, you should also Prepare and Export Availability and Images entities. Step 3: Since Acumatica-BigCommerce Connector cannot manage Product Modifiers, we should go and configure Made-To-Order product in BigCommerce directly. There we want to create Product Modifier Options with allowed values and combinations. For my spoon, I want to allow 2 fields: Message Font and Message

Has anyone set up a Budget to Actual report by detail transactions? I have a F/S set up - but need to see comparisons on a line item basis. We do not user Project accounting - which is the only place I can see this as maybe being an option.

Has anyone experienced an issue with using notification templates attached to a report (via report designer) when sending emails? In 23R1 I attached the notification template to a report, which when the report was emailed it would include the notification from the template. In 24R2 this does not include the notification from the template and is blank as shown below.  I cannot seem to find any difference in setup and wondering if it is a bug.  

Hello everyone,I want to customize the ship date by adding a new field from the SOShipment and transfer its content to the Invoice.Does anyone know how I can link the SOShipment and Invoice screens to include this field from the Shipment note in the invoice?I tried to connect the screens using this formula.  Best regards,Pantea 

Hello.We would like to know if it is possible to import sales orders via Excel that contain multiple rows per order and use the automatic numbering feature. We have found several topics on this in the community, but none of them have worked for us yet.Any help would be appreciated.Thank you.

Hi,I am trying to use the “Quick Process” in an import scenario.   The SO already exists in Advanced.  The import contains only the Sales Order Nbr.   The SO has he “Quick Process” actions to “Ship” and “Invoice”.  The Import Scenario comes up with an Error “View: Name Document”.Import Scenario is very basic.  It is attached.I would really appreciate any assistance.  A Sales Order just needs to exist in MYOB. Add the Sales Order no. i the Import Scenario .  And the quick action turned on in the SO Type. Regards,Laura 

Trying to show debit adjustments as negative values in my existing GI but I can’t figure out how to target them specifically. Below are the formulas I am attempting to use: =IIF([APInvoice.DocType] = 'DebitAdj', -[APTran.CuryLineAmt], [APTran.CuryLineAmt]) =IIF([APInvoice.DocType] = 'Debit Adj.', -[APTran.CuryLineAmt], [APTran.CuryLineAmt])Thanks