Discussion Forums

Is there an option to run the trial balance summary report for the entire year rather than one period? 

Hi team,When receiving drop ship items, I cannot add serial#’s.We need to be able to track the serial#’s also for drop ship orders.Thank you!Monika 

I am trying to understand the Entities sync settings better. We have Stock, Nonstock, and Template finished products with Export Mapping Active fields established. I noticed on older products mapped to the Website, the Export Map settings are not installed on the products in the BigCommerce. Is this due to the fact it only reads this mapping once when the External ID is assigned and the first sync occurs?  I went to the SKU in question in Sync History to manually sync it to see if the fields fill in on BigCommerce, and they did not.  I noticed this because some products have the fields filled in on BigCommerce, and others don’t. Yet, the Acumatica file has not been updated. I am guessing that the active export mapping settings were not active during the first sync. Any ideas?  

I would like to display the Day of the week in a GI,  Either display, Sunday, Monday, Tuesday, etc… or display, 1, 2, 3,   Where 1 is equal the first day of the week etc… So for Document Date,  I would like to see  Document Date   Document Day10/6/2023          Monday  

Hi, I’m trying to better format a Dashboard Table to show whole dollar rounding for some of our GI’s. I’ve been scouring different DACs and Community posts trying to find a ‘whole dollar’ schema that would provide a right aligned number with comma separators and no decimals. (#,##0).I’m able to use these parameters for Report Design and Pivot Views, but cannot find a schema to use with this format. I’m hoping I’m just way overlooking the solution to this and maybe someone could help me out. I’d really like to avoid creating a Customization to achieve the formatting.

I would like to create a report that includes Inventory ID, Description, Lot Number, Warehouse, Location and Ending Balance ONLY. The system seems to be only pulling transactions which ends up looking like duplicates on the report itself OR the lot number is completely empty. Is this a limitation?I found this previously posted:  

My team is wanting to add their Email Signatures to mass emails, but I am stuck on how to add them. So far I have enabled and created an email signature in the user profile, and I’ve also created a notification template the is just “((GeneralInfo.MailSignature))” to go at the bottom of the mass email body, but I am having no luck with it actually showing up. I’m wondering if it has to do with our mass emails only have the “Contact” datafield to pull from?Test Signature in User ProfileEmail Template in Mass Email and it’s preview screen.  Datafield Available in Mass Emails 

Hi All,We have added date filters and Location Filters to the Inventory Valuation report. Could you please assist us in resolving the data filtering issue specified below.If the date filters and the warehouse, Location filters all are selected, data is filtering properly and prompting expected results in the report. Whereas when only Data filters are selected, without Warehouse/Location, it is prompting incorrect results. (not filtered)We have attached the screenshots for the Relationships and filters tab in reports.Please review the report considering the issue and share your thoughts.Thanks,Swathi A.

Has anyone tried ACUMATICA integration with Rippling HRIS for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

The "From Date" and "To Date" fields have been added to the "Process" screen, automatically populating the date range from the current date minus three days. This is working as expected.When we select a specific date range, it resets to the default dates and retrieves data only within the default date range. Below is the screen shots for DAC and Events.   Could any one please suggest a solution

In the customer portal checkout page, I have made some of the fields mandatory. However, if I don’t fill them in, I get the below error message, instead of being prevented from submitting the order. And after the error, the sales order gets deleted. Is there a way around this to prevent the user from submitting the form without the cells being filled in.  

Hi Everyone,Has anyone worked with MT940 files to import data into the Import Bank Transactions screen in Acumatica?If so, I would really appreciate it if you could share your approach or any insights on how you handled the import process.Thanks in advance for your support!

Hi all,My team has asked for a mod that makes sense… with tasks that have opted to have a reminder, the reminder date defaults to today’s date (@today)… which doesn’t make sense for us. We would like to have the reminder date default to the set end date. Is there an easy way to customize this or low code it? Maybe with modified attribute?  

 Why is System.Net.Http.dll missing in 24 R1 when many variations are included?@Dmitrii Naumov 

Hi AllWe have a custom report in our instance (24R1) called ‘Quantity Sold Report’ it basically gives us how many items were sold, how many we have on hand and how many we have on order (see screenshots attached).The users wanted a bit more granularity to the report and asked if it was possible to include the brand of the products as well, since brand was an inventory attribute being used, I was able to add it as a parameter and it worked (see screenshots attached).We have another attribute that they would like to use as a parameter, that being the ‘Critical’ attribute to mark if the item is a critical item or not. I added the parameter to the report same as the brand attribute (see screenshot attached) but the items do not show how we wanted it to. If the critical item checkbox is ticked, then only the items marked as critical show up which is correct, however if the box is unticked only the items that are not marked at critical show up. I’m not sure if that is how the behavior is sup

Currently, we have a cash flow statement that works for the current year. The client wanted to add a column for the previous year which is easy enough to create the second column within the Column Set with and offset of -1. However, in row set they have created, there are two lines that also has an offset value to -1 as they need balances from previous year for the current year Cash Flow statement. When I created the Column set with an offset of -1, it will get the data from last year, however, the two lines within the row set still retrieves last year but I need it to pull 2 years back. Is there a way to do this in ARM?  Basically, if the offset within the Column Set is set to -1, I would need for the offset value within the row set to be -2.  Any help is greatly appreciated. Joey

When you create a PO, the Promised On date in the header transfers to any PO Lines that are added.However, if you update the Promised On date in the header, the Promised date in the PO Lines alters to the Promised On date PLUS the Item Lead Time in the Vendors tab in the Stock Item (in the example below, 7 days).Is this a setting we need to change, or a bug (as obviously the Promised On date is the date the Vendor is delivering their goods to us. It does not need a lead time adding to it)?Thanks,

Hi All,I need to create a GI based on the below info. I don't know how. Does anyone perhaps have a similar GI that I can use or give me documentation on how to do this. I am still new to Acumatica ThxDries

We are an MSP and one of our clients has a technician onsite that works cases from the customer portal. We need them to be able to edit the reason listed in the case to some of the custom options we have created. I was able to add these to the combo box values in the field section of the customization but they do not appear in the drop down only the combo values that exist in the base version of portal. If we change the reason in the main tenant it does change on the customer portal side but gives an exclamation stating that it is not set for this workflow. Unfortunately there is no workflow option with the customizations for the customer portal. Now they are set to be available in the workflow as it is set in the main tenant. Reason had its name changed to status 

I was wondering if there was a way to prevent a shipment from being created on a Sales Order that has no Ship Via and/or Shipping Terms selected? Unfortunately we have a problem with sales reps not doing due diligence to check the Shipping tab prior to creating a shipment and it creates confusion and time wastes in the warehouse when a pick ticket prints with no shipping information on it.

Hi there,  I have a requirement to default the Invoice Date and Post Period in SO Invoice as the current date and period and was able to achieve it as shown below: protected void ARInvoice_RowInserted(PXCache sender, PXRowInsertedEventArgs e) { ARInvoice doc = e.Row as ARInvoice; if (doc == null) return; // Ensure it's a Credit Memo created from a Sales Order if (doc.DocType == ARDocType.CreditMemo && doc.OrigModule == "SO") { doc.DocDate = PXTimeZoneInfo.Now.Date; FinPeriod currentFinPeriodID = PXSelect<FinPeriod, Where<FinPeriod.startDate, LessEqual<Required<FinPeriod.startDate>>, And<FinPeriod.endDate, Greater<Required<FinPeriod.endDate>>, And<FinPeriod.active, Equal<True>>>>> .Select(Base, doc.DocDate, doc.DocDate); if (curren

Hi,  I am having troubles converting my attribute value into a number for my expression.I have an attribute applied on some stock items that is called UNITCOUNT which is just a field where I can enter a basic number.Essentially a 10 count box the unit count attribute would be 10. Or in the same way, 10kg of powder would be 1000 servings so the unit count would be 1000.  I was told to pull in the CSAttributeDetail Data Source but I am not sure that I connected it correctly. The UNITCOUNT attribute displays in the GI perfectly, however, when I put it into an expression like:=([AMMTranSplit.Qty]/ (CStr([InventoryItem.UNITCOUNT_Attributes])) I then get an error when viewing the GI  I was told to use CStr() or CDec() to make sure the attribute was converted into a useable number for the expression, but it is not working. Any help on this would be greatly appreciated.  Here is my GI attached:

We have created an extra Credit WO transaction and I am not having any luck zeroing it out.  I have tried to apply it to a debit memo without success, When I try to reverse it, I get a zero transaction and it remains on the statement.  What would be the best way to get rid of this?

Hello,i would like to update a checkbox through import scenario based on some conditions.If Price class is “AMMFG” then set “Subject to Commission” checkbox to TRUE, please have a look at below screenshot and help me how to solve this.  

Hi everyone,We have a custom report titled "Freight Out Expense" that only has two parameters: From Date and To Date. However, the additional sort and filter options within the report don’t appear to be working when the report is executed.Has anyone encountered a similar issue or can provide guidance on how to troubleshoot this?Any help would be appreciated. Thanks in advance!