Discussion Forums

Please kindly give me the sample to customize the Report P&L Actual VS Budget has add more Variance Amount. Thanks for your support and sharing 

I have two dropdowns/combos I’ve added, and would like to control the visibility of the second menu based on the value of the first:I would like the second dropdown (Shot Peen) be visible if the first dropdown (Mold Part) = 1/YesWould I set the visibility like this?[PXUIVisible(typeof(Where<TSMIGOpportunityQuotePricingExt.UsrCMoldPartTexture.IsEqual<1>>))]So the final would be something like this:[PXDBInt][PXIntList(new int[] {0, 1}, new string[] {"No", "Yes"})][PXUIVisible(typeof(Where<TSMIGOpportunityQuotePricing.UsrCMoldPartTexture.IsEqual<1>>))][PXUIField(DisplayName="Shot Peen 330 or Less?")]Any help appreciated… the first time I tried this I got an error but I think because I got the dac/field name wrong.  

Is there a way to detect a current open blanket order for the customer for the line item being keyed?  Example, there is blanket sales order for ABC Company for Item#AS625 Qty 100.  Customer calls to order 25 but does not reference the blanket order. We enter a new sales order and key item#AS625 for a qty 25, is there a way for Acumatica to alert the processor that there is an existing blanket order. 

Hello quite new to acumatica, currently I am trying to add a field onto the Project Quotes screen however the field will not hold any data entered if I save and then leave the page and return to it. Anyone able to help?

Can someone tell me  how to import snapshot into our test tenant?  

Hi,I've created a custom export scenario for BNZ Bank in New Zealand and mapped it to the payment method NZBNZDD. This setup is configured for exporting batch payment files from the AR module for direct debit processing.The setup appears to be correct, but for some reason, I'm encountering the following error:"An error occurred while trying to retrieve 'Unique' part from specified."I'm unable to identify the cause of this issue.  Does anyone have any insights? I've attached the export scenario and error log(SQL Profiler) for reference. 

I am posing this as a question to see if there is anyone who is using Acumatica Compliance to meet DOT requirements.  Use case is a field service company, approximately 250 trucks and crews.  I do not have all of the specifics, and I am learning about the requirements at this point, some of the requirement areas are:Driver Certifications DOT Records for Fleet DOT Driver Maintenance MVR Drug Screen Phyicals  + may be othersSome of these items are documents with occurence date and/or expiration date.  I am also certain that there would need to be some level of reporting required. There is a DOT software in place today but the desire is to use Acumatica if it is feasible. The feedback I am seeking is as follows:Experience shares from SME’s knowledgealbe of DOT requirements Usage of Acumatica compliance for DOT requirements Gaps that have to be covered that are not available in Acumatica Or straight up not a good fit and bad ideaThank you in advance.  

I’m trying to make a GI that shows the total, probability, and weighted total for an opportunity. The total and probability show in the GI, but the weighted total is blank. In the form, all 3 are populated. The total is a manual amount, probability comes from Stage (out of the box functionality), and weighted total is calculated. In the form, it’s all there, but in the GI, the weighted total is blank.    

Hi everyone,I'm having trouble because I submitted a third-party service request to Acumatica and, using the information, created a selector control, but this affected performance and slowed down the system.The selector's instruction was:PXStringListAttribute.SetList<MyDac.field>(sender, row, values.ToArray(), values.ToArray()); Then, I used the RowSelected method where I requested the WS and set the information in the control, but it is very heavy because I need to make 4 different requests in this event handler.Do you know of any other ways to do this?I'd appreciate any help! :)

Hi all, I tried a low code customization to set a dropdown menu’s default value, and for some reason it’s not working. So I’m attempting to set the default via customized attribute like this:[PXDBInt][PXIntList(new int[] {0, 1,}, new string[] {"No", "Yes"})][PXDefault[(0)][PXUIField(DisplayName="Mold or Part Texture?")]I’ve tried setting the default to 0, to No (no quotes) and “No”, and none of them seem to work… I must be doing something wrong! :) Any help appreciated.

I am very familiar with Generic Inquiry.I am trying to create a new one, even getting down to a very basic request, such as list AssetCD’sI get the result “error has occured”… generic inquiry does not exist anymore.I checked another one that worked, copied and pasted to a new GI and the same error message result….We recently upgraded to 2024R2.Anybody else having that issue?   

During implementation and testing, we discovered that the new Manage Sales Allocations screen is not compatible / not properly functional when Sales Order Approvals are required.With Sales Orders approvals are required, only lines from On Hold sales orders show up in Manage Sales Allocations, despite no order type filters being used on Manage Sales Allocations. This is not acceptable, as unallocated lines from Open status sales orders are not showing and will be bypassed by the Manage Sales Allocations processing.This was reported on an Acumatica support case - and I was told this functionality is “by design. I understand technically why it is not working; as when using Require Approvals, orders must be put on hold in order to make any changes.I feel that inventory allocations should be allowed to be modified on Open Orders, even if approvals are required. Does anyone else have opinions that allocating to approved open orders should be expected? Thank you.

If a company has two domains, meaning their email addresses can end in @ABC.com and @XYZ.com, and they use Azure AD, can both domains be allowed to login to Acumatica via AD?Currently, the users with emails ABC.com are successfully logging in via AD, but not the XYZ.com users. The error they get is “Error: Login failed” beside the AD login in icon.(I can login as the XYZ.com users from the Users screen and can see the screens to which they have access, so I know the Acumatica access side is OK.)I read the in the S200 course guide that the web.config file has to be configured for AD access, and the specific domain name is a part of that, which is what leads me to believe that either the second domain hasn’t been added to that file, or that only one domain can be allowed in via AD.  Or maybe I’m misunderstanding that altogether.Thank you!

If we change the length of a standard Acumatica field, is there a risk that the field length will be reverted back on the database with an upgrade? Causing the extra characters to be truncated?

Hello,I have been trying to setup an assignment map for biz account class, based on the class condition. So if any account is created under Class A it should be assigned to Employee A etc.. But I am not able to find the exact entity to which I can apply the condition in Assignment map, where i am searching for Field Name = Class. 

Hi, I am needing to get the Unbilled Quantity left on a Receipt.I can only get the total of all lines, but not the breakdown.Is there a way to do this?/entity/Default/22.200.001/PurchaseReceipt/?$expand=Details&$filter=VendorID eq 'V000000001' and ReceiptNbr eq '000092'here is my API Call URL. I have expanded details. there is nothing in custom etc  

Hi,How can i GET PurchaseReceipt - List of Lines that are for a certain PO number?I cannot seem to filter by expanded objects. Otherwise to get all Receipt Lines against a certain PO I will need to dig out all receip[ts for a supplier and loop through all returned lines to get my filtered list. here is my API call returning a 500 - "The parent value for a property access of a property 'POOrderNbr' is not a single value. Property access can only be applied to a single value.",/entity/Default/22.200.001/PurchaseReceipt/?$expand=Details&$filter=VendorID eq 'V000000001' and Details/POOrderNbr eq '000018' or is there a way to query ReceiptLines seperately? 

Is there a way to reopen a purchase order that was set to “completed” via the API? I have some tests that are cancelling line items and some of the POs are being closed automatically and I can’t delete them when I run my cleanup script.

I had a request to add a stock on hand to the Pick list which was done successfully.Post this development my non stock item don't show on the picklist.I am aware that this is because of my join as below:I have tried a full join against inner as below to no avail. Not sure what could be a good workaround for this.SOshipline inner Insitestatus (last screenshot)Any guidance would be appreciated. ​​​​​​​ 

We’re trying to print FedEx labels as ZPLii files, however there seems to be a problem with the LBL Stock Type. When its set to a Paper Type, we get the error: “FEDEX: INVALID.STOCK.TYPE Invalid values in Label Stock Type for LABEL,” however, when it is set to Stock, we get the error “Unsupported file type. Supported types are: .als, .cer, .csv, .dat, .doc, .docx, .epl, .exe, .gif, .ico, .ics, .jpeg, .jpg, .js, .mdb, .msi, .ofx, .pdf, .pfx, .png, .ppt, .pptx, .qbo, .qfx, .rar, .rtf, .sql, .swf, .tif, .txt, .xls, .xlsx, .xml, .zip, .zpl.” How can we get around this issue?

Good day,  I have question.  Basically it is confirmation.  We have set up the Worksheet ID with all accounts either set up as YTD/PTD.  When we run the translation the 35000 accounts comes out as a GAIN/LOSS.  35000 is the account on the currency as the translation  Gain and Loss Account.Is this the reason why the translation changes the Translation Method? I have to explain this to the CFO.  Or there a set up issue?  I believe it overrides the translation method on the worksheet because it on the currency GL Accounts.Thoughts?  Confirmation.  I can’t fine anything in the documentation about this.Thank you  

Issue: when you pull the [ARPayment.CuryUnappliedBal] or the [SOAdjust.CuryDocBal] you get all sorts of balances that don’t show up in Sales Orders → Payments → Balance.How do I get only the balances that show up on the SO? I’ll attach the mess of a GI I’ve made trying to figure out how to find what’s what.

HelloFirst, I’m sorry if someone else asked this before, but I didn’t find my answer.My company has an excel file where we do this for all plant and 3 separate branches:Orders $ Sales $ Scheduled sales $ Total backlog $ Total past due $ # Employees Weight shipped The file has other columns as well, but this is enough for an example.There is some math behind those columns, taking the total from a week or the total from a report, for each branch.Is there a way of creating this in Acumatica? What I do today is filling the excel with the results I take from Acumatica. Thanks in advance, have a good day.

Hello Experst,I have developed a customized report which display all the Items Costs, On Hand Qty, 3 months usage, 6 months usage based on different warehouse and added a condition to display only certain product workgroup item.Issue:I want to display the last year (2024) total sales based on above condition.Points:As same as for 3 months usage and 6 months usage we have created a viewAnd same view i have tried for previous year but it is not working.Any help.Thanks in Advance.Datascripts for 6 Months: Code:  

I would like to add two selector fields that are in the equipment module Manufacturer ID (Manufacturer) and ManufacturerModelID( ManufacturerModel) to the Purchase Order Grid on the details tab.  I know how to add a field in general to the PO grid.  The question is if I say new field and use the exact field name will it pull it in or do I need to somehow link the tables together since I want to use the selector list from the equipment module.