Discussion Forums

I have been using the Incoming Documents feature to bring in my invoices into Acumatica with the GL, however the subaccounts never populate even though I have it set up on the non-stock sku.

Hi! Is there a way to do dropshipments for service orders? We’re looking for functionality similar to sales orders where a line can be marked for PO and dropshipped.

Question for those of you in Distribution who have a custom website integrated with REPAY (or another payment provider).Our current process is that the customer enters their credit card information in the secure REPAY window on our website. The website then sends the sales order together with the payment token to Acumatica through the integration. We don't pre-authorize the card on the website. Instead, we pre-authorize it later in Acumatica as part of a scheduled process.The challenge is that if the authorization fails, the customer doesn't find out until later, which delays order processing and creates extra work for our Customer Support team.I'm curious how others handle this. Do you pre-authorize the card as soon as the customer enters it on your website, or do you wait until the order reaches Acumatica? If you do pre-authorize it right away, what amount do you use? Is there a common best practice for this?We're looking at moving the authorization earlier in the process so customer

Hello,There are two areas that I have questions about:1) My existing code logic locates my two action menu items "CREATE CUSTOMER TEST" and "CREATEVENDOR TEST" in the "Other" section of the "dot dot dot" menu (below). How can I relocate those menu items to the "Record Creation" section?2) The same code that adds the action menu items to the "dot dot dot" menu also adds the two menu items to the main toolbar menu.Is there a was to hide the menu items so that they are not visible on the main toolbar menu but still visible in the "dot dot dot" menu?Thank you in advance.Ken Severud  My code behind:  

I am working on a Field Services customization which adds an extra state to the appointment workflow for a particular service order type. The state, called “Ready to Bill”, sits between Completed and Closed. I have an action defined in a graph extension of FSAppointmentEntry which runs some custom billing logic. The intent is to have users run this action before they can close a completed appointment, so that the detail lines are updated based on our business rules and the charges are all correct. The action itself is working perfectly.The problem I have? No matter what I do, I cannot get the UI button for the action to actually transition the state of the appointment. I followed the instructions in the open university course W150 and the wiki:Extend System Workflow Add new state Add existing action (picked my action, defined in code, from the list) Add my action to the Completed state Add transition to the Completed stateThe instructions just end here, as if that is all you need to do

Hello,We’re still relatively new to Acumatica and are encountering some issues when attempting to update pricing on an existing Purchase Order. We’re following the below process:-Create the PO and move to Open status-Recognize a price update is required-Place the PO on hold-Attempt to update the price via item vendor prices (manually if only a few items)-Ensure effective date is before promised on date-Attempt to update price via worksheet-Select recalculate price to perform updateThis process has resulted in some successful price updates and some non-successful. My question is, are we following the correct process to update prices in already created POs?

Hello Everyone,We have a multi-company client that makes intercompany sales/purchases for the same items between multiple different companies. Intercompany Sales Order generation requires a default warehouse for the creation of the Sales Order.  Customer and Stock Item default warehouses do not work becuase the same stock item could be sold to multiple different intercompany customers.Is there a way to default the warehouse by the selling branch?   Thank you!Luke

Wondering if anyone has any customizations/add-ons used for container management in Acumatica that does not involve PC Bennett or IIG container modules? Looking for ideas on how others are handling.

Hey Community!I am looking to see if anyone has been able to use coding in the Description of a Column set that links to the Ledger ID that is chosen when running an ARM Report?  Instead of creating two sets of ARM Reports for comparing Actuals to Budget and Actuals to Reforecast, I would prefer to choose the Ledger (Budget or Reforecast) when running the ARM Report.  When the ARM Report is printed, then the column heading would reflect the Ledger ID/Description that was chosen when running the report.  The Actual column in the ARM Report would always run the Actual Ledger as that is set on the column in the Column Set.  Thank you! Ken 

Hello everyone, I wanted to share a tip on something that comes up quite often, issues regarding dialogue boxes in import scenarios. For this example, I will use mass processing with the ‘Change ID’ action on Stock Items. Import Scenario Mapping: Now to the detail:Stock Item Summary <Key: InventoryCD> =[Item.InventoryCD] & <Action: cancel> - These are added to the system by default and should be kept active. Stock Item Summary Inventory ID = InventoryItem_inventoryCD - This selects the inventory item by it’s inventory id from the data provider and the data you are importing. Specify New ID <Dialog Answer> = ‘OK’ - This selects the answer to the dialogue box, in this case we want it to be OK so that the action continues to execution. If the use case was importing contacts and you wanted to stop execution for records which were duplicates, you could mark this as =’Cancel’. Specify New ID Inventory ID = {New Inventory ID Value} - This assigns the new Inventory ID val

I am trying to figure out why my WIP report AM654000 is not corresponding to my WIP GL its not like i have multiple WIP accounts I have 1 but the ending balance on the GL is way less that the balance on the WIP report

Does anyone knows how to do 2 business events, one that fires when you put an attachment on the shipment and another one which fires when you put an attachment on the related invoice using the same GI (SO-SHP-INV GI) I am not concerened about the subscriber you can use any but I just need it to fire on both scenarios

I created a business event based on Vendor Price changes which executes an import scenariio to update a stock item custom field.  The user has delete access to both Vendor Prices and Stock Items however the business event does not fire.  If an admin changes the vendor price, the business event fires???Does a user have to have access rights to both the BE and the import scenario subscriber?  I an not aware this is required since other business event fire.

Is there a way to see the quantity as a supply on the destination warehouse on a transfer order.You can see the deduction on the source warehouse from the TR, but the destination warehouse doesn’t seem to account for the quantity coming in from the the TR order. For example, if one warehouse is sending 2 to another warehouse, you can see the 2 being deducted. However, I don’t see a column for the destination warehouse for 2 as a supply quantity. 

I’m trying to add a custom field in the mobile app to the Appointment Details screen, and I have not been having any success. I am able to add and remove existing fields, but the custom field will not appear. It is in the Web Service → Service description and its value is displaying in the field on the FS300200 web page.This is how I have been attempting to add it. I’ve been using the remove command to verify the mobile app is reading my latest update, so I’ve tried it without that as well.update screen FS300200 {  update container "AppointmentRecords" {      remove field "Other#Description"      add field "ServiceOrderHeader#CustomerJobName" {        displayName = "Job Name"        placeAfter field "Description"      }  }} This is the field in the FSServiceOrder DAC extension: public sealed class FSServiceOrderExt : PXCacheExtension<PX.Objects.FS.FSServiceOrder>{        #region CustomerJobName        [PXDBString(100, IsUnicode = true)]        [PXUIField(DisplayName = "Customer J

Hi, My first time posing a question so please bear with me.  We are still in the process of implementing Acumatica and are at the UAT1 stage.When sending Requests for Proposal the request is only being sent to one vendor and the file attached includes all other vendor requests.  How do I set this up so the email goes to each vendor with only the corresponding document attached? Thank youJacqui

I would like to be able to change values in one column at runtime. Is it possible to do that with a prompt or maybe in the Import by Scenario screen to change all the values in one column in the grid?AI suggested that this can be done by: Defining a Parameter on the Import Scenario Referencing that parameter in the Mapping (e.g., using a prompt variable) Having Acumatica prompt the user at runtime and inject that value into the mapped column for all rows It may be hallucinating since I wasn’t able to find any info on that.

Hi Everyone,I am working on Acumatica 25R2 and have added three custom unbound DAC extension fields to the Expense Receipts (EP301020) screen. [PXDecimal][PXUIField(DisplayName = "...", Enabled = false)]public decimal? UsrReceiptLimitPerBaseUnit { get; set; }[PXDecimal][PXUIField(DisplayName = "...", Enabled = false)]public decimal? UsrMaxReceiptLimit { get; set; }[PXDecimal][PXUIField(DisplayName = "...", Enabled = false)]public decimal? UsrReceiptLimitDifference { get; set; }These fields are calculated in a graph extension and display correctly in the web UI. They are added to the ASPX page under a custom group called Receipt Limit Details.I am now trying to display the same fields in the Acumatica Mobile App.I updated the Mobile Application customization with: update screen EP301020 { update container "ClaimDetails" { add group "ReceiptLimitDetails" { displayName = "Receipt Limit Details" collapsable = True collapsed = True templ

When I open the browser console and write something like:function disableBranchSelector() { console.log("Disabling branch selector"); $('.branch-selector__button.dropdown-toggle').prop('disabled', true); } it works from the console and the dropdown is locked. But when I write this code in the Customization Project Screen Editor (as I usually write JS), it doesn’t work. I think the Sales Order screen JS doesn’t have access to this part of the screen, and that’s why it doesn’t work. How can I disable or hide this dropdown? What can I actually do with it? 

How can I customize the system to not allow a user to change the Branch if certain conditions are met?  

I am creating a GI where I want to show GL account wise period wise and branch wise ending balance and turnover amount .Column A     |  Column B  | Column C |   Column D           | Column FGL Account  |  Period       | Branch      | Ending Balance    | Turnover amount   In the above GI (also attached the XML file ) , the ending balance and turnover amount for each GL account is not showing the correct data when compared with the Account Details screen.  

When entering a Clock Entry for Production Orders, the Order Type dropdown displays "No Value", even though there are two Production Order Types configured in the system.In the Mobile App, the Order Type is automatically populated based on the Default Order Type specified in Production Preferences. However, when creating the Clock Entry through the application, the system is not displaying the available Order Types and instead shows "No Value" in the dropdown. As a result other order type production Nbr is not visible in production Nbr field.Could you please confirm whether this behavior is expected and advise why the configured Production Order Types are not being displayed for selection?we can select the order type when we enter the Clock entry in web browser from drop down menu

Hello Everyone,We have one of our client working with 24R2 (24.212.0010) Shopify Connector and observed a discrepancy during Refund sync due to that the behavior is not consistent across RC orders created manually and synced through connector and this is specific for a serialized product associated with Lot/Serial number. Can you please review the scenario and help us with root cause identification and possible fix.Acumatica RC Order Reflection for a Serialized Product:• Created receipt with serial nbr 101. • Created order and selected serial. • Created & confirmed Shipment and released Invoice.• Created RC, selected this Invoice, Line Details pop-up updated with that serial. • Create Receipt, Confirm Shipment, and Released Invoice.Acumatica Connector RC Order Reflection for a Serialized Product is Not same as of Manual RC creation:• Created receipt with serial nbr 102.  • Created order in Shopify and synced to Acumatica. • Created shipment but on confirm Shipment got error for ser

Hi,We upgraded to Acumatica Cloud ERP 2022 R2 Build 22.212.0046, and since  then we are getting this error every now and then. Our users are getting tired of this already.Any one experiencing the same issue? 

I’m currently testing the ability to find out what lot codes of consumables (like glue, RTV, fujipoly) or serialized parts were used in a serialized product. When I use the As Built Configuration and type in the serial number of the product, I am only shown the details of the parent production order. I’ve set the “Levels to Display” to a higher number than 1, which should have expanded the view to include child production orders, but nothing changed. My company is currently on version 25R1. Would appreciate any assistance getting the As Built Configurator working! Thanks!