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15621 Topics
A
Jr Varsity II
afranklinJr Varsity II
asked in Financials
Approvals for AP Bill to PO Discrepency

We are currently implementing Acumatica and just discovered from our consultant that there is no easy way to create an approval map to handle situations where an invoice doesn’t match the PO (i.e. price variance, freight charges added, etc...). In a perfect world, we would be able to replicate our current purchasing software which sends an automatic approval to the person who made the purchase order to approve the variance as AP has no idea if it is legit or not. Does anyone have any suggestions for possible workarounds to handle AP Invoice/Purchase order variances without us reverting to the old fashioned way of sending each invoice manually back to the buyer to ask for their approval?

6
Laura02
Captain II
11 months ago
nhatnghetinh
Captain II
nhatnghetinhCaptain II
asked in Develop Customizations
How to check the Serial number on the Case screen when the customer brings the device for warranty?

Dear Team, Please help us with the following situation.We will warranty equipment products for customers with our products sold. The product is only warranted if the customer's product Serial number matches the Serial number of the Acumatica system that stores Serial data when sold.We save the Serial number when products are Receipted/Issued through the field "Lot/Serial Nbr." on the Acumatica system.When customers bring the device in for warranty service. We need to first check the Serial number on the "Case" screen. We've created new fields on the "Case" screen as below to do this.  The results we expect are depicted as shown below: 1/. On the Case screen. When entering the Serial number in the UsrSerialNbr(Serial Check) field => press Enter. If Serial number is found in PX.Objects.SO.SOShipLine => The fields (InventoryID, Inventory Description, ShipDate, OrderNbr) will display the corresponding data taken from DAC SOShipLine.2/. Conversely, If the Serial number is not found in

11
Vignesh Ponnusamy
Acumatica Employee
11 months ago
H
Freshman I
helpdesk37Freshman I
asked in Distribution
One Invoice with multiple delivery note

Is it possible to create one SO invoice with multiple delivery notes in Acumatica when goods are delivered to separate customers but one customer pay for the products

4
H
Freshman I
11 months ago
T
Jr Varsity III
travislawson
asked in Other Developer Topics
DAC Schema Browser - Identify the code of an item

I see ShipmentType in the SOOrderShipment DAC.  It shows char(1) and the visual shows “Shipment, Drop-Ship,etc.”  How do I determine what the single character is that represents “Shipment”?   

4
C
Semi-Pro I
11 months ago
B
Freshman II
BobbySandhuFreshman II
asked in Configuration and Installation
New Site - Delete Tenant 2/ Remove Demo Data

Hi everyone, We have just launched a new sit for a client. Client has access to 1 licensed and active tenant. We had initially loaded demo sales data into the new site to allow for end users to play around, practice and test the system before we begin actual configuration and data load for the client.  We are now ready to load client's actual data from their old ERP. How can I remove the demo data from this tenant?Am I able to delete tenant 2? will I be able to create another active production tenant?What would be best practice for this situation?Thank you in advance. 

2
Manikanta Dhulipudi
Captain II
11 months ago
nhatnghetinh
Captain II
nhatnghetinhCaptain II
asked in Develop Customizations
How to change the default TAB on the Case screen?

Dear Team, When creating a new CASE or opening a CASE, the default TAB is "DETAILS".  How to change default TAB to "ATTRIBUTES" ?  Best Regards,NNT

3
Naveen Boga
Captain II
11 months ago
Sagar Greytrix
Captain II
Sagar GreytrixCaptain II
asked in Reports and Generic Inquires
Execution Timeout Period Expired" issue with a Generic Inquiry (GI)

Hi Experts,I'm currently facing an "Execution Timeout Period Expired" issue with a Generic Inquiry (GI). When I remove the grouping in the GI, it loads successfully. However, when I apply grouping, it takes an excessively long time to load and eventually results in the "Execution Timeout Period Expired" error.Interestingly, I tested this on my local instance, and the GI loads without any issues. But when I try it with the client's data, the timeout problem occurs. I suspect that I might have missed something in the joins, but I'm having trouble pinpointing the exact issue.I would greatly appreciate any assistance or guidance to resolve this issue.Best regards, Sagar

4
Sagar Greytrix
Captain II
11 months ago
G
gocchipinti
asked in Reports and Generic Inquires
Physical Inventory Review - Positive Variance is $0 unit cost

During the physical inventory review process, when we complete our count the unit rates are calculating properly for negative variances.. but for positive variances it returns the unit cost as $0?We are wanting the unit cost to pull from the average unit price that exists in that specific warehouse.  

2
R
Freshman I
11 months ago
R
Captain II
ray20Captain II
asked in Reports and Generic Inquires
Share a way to Calculate datetime intervals in GI style comlumn/Row style.

Hello,       Still in 2021R2, I don’t know if latest version still having this issue.The datatime manipulating functions like DateDiff( 'd', [DateFrom],[DateTo]) can work perfectly when put in data field like below. But when you put it in styles, it would run with error “mismatch type”       It probably due to Acumatica did not handle it in style columns.Luckily, we can handle this ourself.  Like below:(DateDiff( 'd', CDate( Replace( [DateFrom],' 12:00:00 AM', '') ),CDate( Replace( [DateTo],' 12:00:00 AM', '') ))     Firstly, you have to replace the ' 12:00:00 AM' with empty, note, a space is in front of 12:00:00    Secondly, you use Cdate to forcely convert the type.Then, you can use Datediff function as usual, no errors anymore.

0
R
Captain II
11 months ago
H
Jr Varsity II
hthuy24Jr Varsity II
asked in Financials
Why does quantity not show in the GL transaction when I create an allocation for a fixed asset?

Hi everyone,Below is my processStep 1: I have a bill to buy sth with qty 3, then I convert a purchase to a fixed asset and also calculate depre Step 2: I allocate this asset to small divisions by subaccountStep 3: I process that allocation, but in the GL transaction, the column quantity shows zeroI wonder why it does not show the quantity here. Please advise me if I need to correct the process.Thanks in advanced 

2
H
Jr Varsity II
11 months ago
F
Freshman I
Fie
asked in Financials
Access Rights - C&P Add Row

Hi,I tried to hide this button in a particular role, may I ask which field it needs to be revoked for this field?Thank you!

3
Laura02
Captain II
11 months ago
D
Freshman I
definitesteveFreshman I
asked in Develop Integrations with Web Services | APIs
Where to get status history of invoice or payment?

Is there a screen where I can see the status change history for invoices and payments? For example if I want to see on which day a payment was moved from Open to Closed status where can I see that? Would eventually like to access this through one of the API endpoints as well.

4
C
Semi-Pro I
11 months ago
antoons60
Jr Varsity III
antoons60Jr Varsity III
asked in Financials
Account summary is empty

Hi:There are no GL accounts in Account Summary for a company under a tenant. The tenant was created with the Sales Demo dataset. I specified the Actual Ledger for the new company. All the financial periods for 2023 are active for the new company. What did I miss? The master financial calendarCOA for James BicyclesAccount SryPlease help me asap since I have to get ready for a demo.ThanksToon SixAntoonS@ICGTechnology.comc: 973 727 9665

3
Kandy Beatty
Captain II
11 months ago
A
Freshman I
ahaslett00Freshman I
asked in Everything Else
Dashboard - Label above the column on a Stacked Column chart?

Is there a way to add a 'grand total' label above the column on a Stacked Column chart (like below)?I found how to create the legend, and there is one showing, but it’s not showing a ‘grand total’ for the Series.  

7
A
Freshman I
11 months ago
dougmcbride79
Semi-Pro I
dougmcbride79Semi-Pro I
asked in Reports and Generic Inquires
How to compare last year's particular week's sales to current year's week's sales

We need help creating a report that compares last year's particular week's sales to the same week’s sales in the current year.  I often hear about this report in the retail sales industry.  Any help would be greatly appreciated. 

3
dougmcbride79
Semi-Pro I
11 months ago
J
Jr Varsity II
jfarrellJr Varsity II
asked in Retail
Shopify Payments Integration - Fees Not Syncing

Good afternoon Acumatica community! We are hoping to get a question answered about the sync between Shopify and Acumatica for the Payment entity.We have one Shopify store connected. Every Entity other than Payment is syncing as expected. We are using ShopifyPay to process CC payments for orders through our website. At the tier we’re on, ShopifyPay charges 2.6% + $0.30 per order.This information doesn't seem to be imported into Acumatica for us at this point. The payment comes through like this:Image pulled from the Sync History (Commerce module)Image pulled directly from the payment entry generated by the sync We are sure the system is capable of importing the fee information based on the following screen shot from Shopify’s backend. Our VAR advised us to add Shopify’s fee manually later in the process, but this is cumbersome and ultimately not scalable. We are looking for advice about where to add these fees (potentially in the payment methods of Acumatica?) If someone has done this b

3
J
Jr Varsity II
11 months ago
kdavis45
Semi-Pro I
kdavis45Semi-Pro I
asked in Reports and Generic Inquires
Dashboard Parameter: Default SalesSubID

I’m trying to create a dashboard with parameters for project and/or subaccount. The project parameter shows a magnifying glass with available projects, but the subaccount does not. The parameters are setup the exact same way and I’ve tried multiple data sources for the subaccount (GL.Sub and PMProject, both ID and CD, and with and without “From Schema”) and none of them give me the magnifying glass. I added Project Template as a test and it behaved the same as the project parameter. What am I missing? 

2
kdavis45
Semi-Pro I
11 months ago
param2022
Jr Varsity II
param2022Jr Varsity II
asked in Develop Customizations
Not able to override the ConfirmShipmentAction

[PXOverride]        protected virtual IEnumerable ConfirmShipmentAction(PXAdapter adapter)        {            this.Base.confirmShipmentAction.Press(adapter);            return adapter.Get();        } I have written this code in my Graph extension to override the Base action but I get this error as soon as i click action button on the screen. And after that the shipment is confirmed.  Attempt by method 'Wrapper.PX.Objects.SO.Cst_SOShipmentEntry.ConfirmShipmentActionGeneratedWrapper(PX.Objects.SO.SOShipmentEntry, PX.Data.PXAdapter)' to access method 'MyCust.Acumatica.SOShipmentEntryExt.ConfirmShipmentAction(PX.Data.PXAdapter)' failed.

2
B
Pro III
11 months ago
L
Freshman I
lmayse38Freshman I
asked in Reports and Generic Inquires
Report Automation

How do I setup Project Cost Reports to generate automatically on a monthly basis and distribute via email?

2
Manikanta Dhulipudi
Captain II
11 months ago
Kandy Beatty
Captain II
Kandy BeattyCaptain II
asked in Field Service
Staff color coding- Calendar board

Can we change the color of appointments based on Staff on the calendar board? I know you can change based on the appointment status but nothing out of the box says by staff. I couldn’t find anything on it in the Help. 

2
Kandy Beatty
Captain II
11 months ago
A
Freshman I
annekseymourFreshman I
asked in Distribution
Easypost setup

We have been trying unsuccessfully for several days to get Easypost setup in our acumatica instance.  Anyone know a VAR or someone who can assist us?  Our Shipstation has been down for over a week and we need to ship.    

9
J
Jr Varsity II
11 months ago
B
Pro III
Brian StevensPro III
asked in Develop Customizations
PXSubstitute on PXProjection throws error when filtering on Warehouse (SiteID) in the result grid

I was asked to restrict results of the Add Item button of the SOOrderEntry screen to only non-stock items and stock items associated to the current branch, filtering out items of other branches that are not extended to the current branch.My PXProjection inherits from SOSiteStatusSelected and uses PXSubstitute to utilize my select instead of the one in the base projection.  This seems to work well, except when I apply a filter to the Warehouse (Site ID) column in the dialog’s grid.  Other columns seem to work fine, but not Warehouse.  I get the following error: This is because filtering the result grid injects the following into the underlying SQL statement which obviously won’t work because the projection’s class isn’t in the database. AND ((SELECT TOP (1) [INSiteExt].[siteCD] FROM [INSite] AS [INSiteExt] WHERE ([INSiteExt].[CompanyID] = 4) AND ([INSiteExt].[BranchID] IS NULL OR ([INSiteExt].[BranchID] IN (75, 79, 78, 80, 81, 82))) AND [INSiteExt].[SiteID] = [SOSiteStatus

9
B
Pro III
11 months ago
A
Varsity I
ashleybVarsity I
asked in Configuration and Installation
Azure Active Directory User/Access Set Up

Hello -Is there an easy way to bring in/import all active directory users? Or do these need to be added one by one from the Users screen? If import is feasible, can we “override AD roles with local roles” at the same time?Also, I am a bit confused on the AD Group/User Roles set up. Is this essentially redoing all access roles for every user? Is there no way to get the new AD users to default based on their current set up? Not sure what the quickest route is but as of now it’s sounding like I will need to manually tie the same Acumatica username roles to everyone’s AD user account.

3
hkabiri
Acumatica Moderator
11 months ago
T
Jr Varsity III
tommaricle43Jr Varsity III
asked in Construction
Want to have PM on Project approve Expense Receipts for that Project is this possible?

In Approval Flows a client wants to have the PM of a project be the approver for Expense Receipts tied to that project.  Seems very logical but I’m told that it is not possible.  Has anyone been able to do this and if so how? 

3
meganfriesen37
Captain II
11 months ago
S
Samantha
asked in Financials
AP Bill Routing

We have an approver map set up, but we’re finding several one-off exceptions to the rules we have built. Is there really no way in Acumatica to just direct a bill to a specific user for approval? Perhaps a customization, has anyone done this before? 

4
meganfriesen37
Captain II
11 months ago

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