Discussion Forums

I’m trying to default Use Customer Account to true or false based on the Shipping Terms via the Fields tab in the Customization Project. I’m using the code “=IIf([ShipTermsID] = 'PPA', False, True)” however, this doesn’t work. How can I get this to work.

Looking for some help understanding why when doing a Kit Disassembly some items do not automatically show a cost in them?  Cost appears when the Kit is Assembled, but when doing the Disassembly some of the kit components show a cost and some don’t. All stock items show costs in the Stock Items > Price/Cost tab so I’m having a hard time understanding what I need to fix to resolve this issue. Thanks in advance! 

many of our construction clients want to be able to use advanced warehouse management features like scanning, receiving, transferring material to projects / returning items from job sites.  Currently the only way I’ve been able to make this work with construction is via the incredibly clunky project location process that requires assigning each project to a unique warehouse location. Reason I've needed to do this is that the mobile issue, receipt, or transfer items simply do NOT allow you to code entries to project, project task, or cost code, and you are forced to have the warehouse fill that information for you. How are other people handling these needs? customization? Third party?

I need to add a field to Business Accounts header. I've extended the view responsible. I am trying to add the field in my html extension file. According to the help(step 4), I should structure it like this:<template> <field after="#fsItemDefaults-General [name='ItemType']" name="UsrRepairItem" ></field></template>Here is the CR303000.ts file for BAccount header:I would like to add my field after ‘Status’.Here’s my attempt:<template> <field // Here is my 'selector' statement after="#phF_form_PXLayoutRule#0 [name='Status']" name="XServices" ></field></template>Attempting to build results in: SyntaxError: '#phF_form_PXLayoutRule#0 [name='Status']' is not a valid selectorI’m wondering if the ‘id’ containing ‘#’ (like the ‘selector’ statements starts with) is causing this error. 

Is there a way to restrict access so that Project Managers can add projects and project tasks, but cannot change the status of the Task or Project to Complete?  We want the project and tasks status to be changed only by accounting.  I have tried to restrict this with the Access Rights by Role by changing the Project Management access to Insert for the Project and Project Tasks, but even after this change, it is still allowing them to change the project status.  Thank you!

In the condition tap in the GI my state field is blankSo, I'm trying to set the states to specific ones, but my state field is blank.I know the Address and ARAddress both contain all my states  

We upgraded a site from 23R1 to 24R2 and the EPView DAC is not providing the ability to query the “Read” status of the Activity any longer. It’s always marked as Read.The users were expecting to the new Tasks highlighted with the BOLD style, but the initial value for the Read field is always true.The EPViewMy DAC was made obsolete too.Is there another method to detect when the Task has been read by the users?Thanks   

We are trying to sync modifier options from BigCommerce to Acumatica. However, when the modifier type is ‘dropdown’ the value that syncs over to Acumatica does not match BigCommerce.  If we have the modifier type set to a text field, then the value syncs over just fine. but we need it to be a dropdown option, and would appreciate any insight into how to get the value to sync over correctly

In many industries (automotive,...) produced parts sent out in reusable bins and / or pallets. These reusable bins must be tracked, and ultimately, you need to know how many reusable items each customer still possesses in order to reclaim them if necessary. How do you deal with these requirements?

Hello all,How can I display the ending balance for a month instead of a year?So lets say if the income for March is 100$ and that of April is 50$. So if I enter the 04-2025 period in my parameter the ARM report should display only 50$ instead of the total, of 150$, that it is currently displaying.In my column set I am using the below amount type: Tried with Ending balance as the amount type but still it shows the same figure.

I’m trying to build a GI to show current Std Cost, with the Effective Date, and Last Standard Cost with the date of the last cost.  I can’t seem to find the date of the Last Standard Cost.  Am I missing a field/table somewhere?  I am looking at InventoryItemCurySettings and INItemCost. Should I just assume that the effective date is the Last Standard Cost Date?

Hi everyone,I’m looking for some community feedback on a challenge I’ve been encountering. I’ve tried to get this working 2–3 times without success.I’ve been trying to set up an Automation Schedule for the Run Project Billing (PM503000) screen to automatically bill certain Time & Material (T&M) projects — and to be honest, I find the process a bit tricky.Issues I'm facing: Either too many projects are being billed (not just the ones I intend to include), Or the schedule runs, but nothing happens — no projects get billed at all. I’m aiming to target specific projects only, and ideally, I’d like to achieve this without any customization or Business Events (at least not as a first step).Here’s how I currently understand the logic: The selection of projects for billing seems to be driven by the Billing Cycle set on each project. If a project has a cycle set to On Demand, it appears to be considered a manual billing project. When set to On Demand, the Next Billing Date is c

After attempting to embed Acumatica into an iFrame within an external company site, I noticed that it works well before the user is logged in, but once the user logs in the page no longer displays.Is there a control that would allow this?I doubt the html is relevent, but this is the core of what Iused<iframe src="https://acumaticasite.com/" width="50%" height="100%" frameborder="0" allowtransparency="true" marginwidth="0" marginheight="0" style="overflow: hidden; height:310px; width:100%;  margin-top:100px;"></iframe>

Hi there,I want to import data using excel file into Document Template.So, I trying to setup 'Load Records from File' button on screen SM209020 (Document Templates)I click upload for Excel but nothing happen ?ScreenId=SM209020 > tab Tasks ( Allow upload = true) https://stackoverflow.com/questions/45048040/nothing-happen-after-click-upload-excel/45059835#45059835 I have looked at this link. However, I still do not understand clearly about the public place PXSelectJoin<PMTask,....Please help me understand the problem I am having?

Hi,Is there a way we can generate Inventory Balance report for a sepcific date.As an example,  I want to see the inventory available balances as per the date of 5th April 2025. How can we fullfil this requirement?Thanks!

We are trying to  Extended DAC Fields in the Opportunities header section classic to Modern UI .DAC has 4 extended fields need to display it in the modern UI Sales order screen.  tried with below code, Unable to see fields in Modern UI, below screenshot red marked field need to display it in the modern UI Opportunities  screen header section.classic UI screen shot tried with below  After switch to modern UI showing like below 

If acumatica is in azure, how often do they give maintenance to sql server, or how often, maintenance I mean (statics, indexes and base objects).

It seems this has been asked similarly before but I didn’t see a complete answer.Our client employs a laser machine to cut metal sheets, generating components.Assuming each metal sheet produces 100 pieces of a specific component, for an order of 50 pieces, 0.5 sheets are utilized, leaving 0.5 sheets in stock. Subsequently, for a 75-piece order, 0.75 sheets are consumed, leaving 0.25 sheets in stock. Their software aids in optimizing sheet cutting for order fulfillment.In Acumatica, the current inventory balance is calculated by adding 0.5 and 0.25, resulting in 0.75 sheets on hand. While this is accurate mathematically, it lacks practicality for production planning or MRP.To address this issue, one potential solution is to establish distinct warehouse locations: "Main" for whole sheets and "Remnants" for partial sheets. The Remnants location will be excluded from available inventory calculations, allowing MRP to consider only the Main location. If Remnants need to be factored in, adjus

Process: Chemical Manufacturing Company wants to blend existing Lot controlled Inventory Qty into new Stock production order.Example: New production order to produce 5300 LB. We have 88 LB of existing inventory. When the production order is generated, the raw materials list is as expected from the BOM. We want the production managers to manually add the existing material, and increase the qty produced by the end of the production process.My first attempt was to increase the Qty to Produce, but this increases all raw materials equally.My second attempt was to simply increase the Material and Move transactions but the move transaction gave me this error:“The transaction cannot be created for Production Order RO PRD001117 because the item quantity exceeds the preassigned item quantity for the 2504154927 lot or serial number.”We are pre-assigning lot numbers.Anyone have any idea’s for best practice to included extra material and increase qty completed?

Would like to add the current balance for the Vendor in a Compliance Management GI.   GI shows the compliance information but would like it to also show the current balance.   Since there are 4 lines for each vendor, know there will be duplication if the balance can be displayed, but at least it would give our compliance person the info on who is expired and who has a balance.   Haven’t been able to find the correct relationship of tables between the ComplianceDocument table and Vendor/APHistory.  Is this even reasonable to do? 

How can I include date of last payment on our statements? There is currently a “last statement date” but I would rather change this to “last payment date”. I think I need to add a payment table to the schema (likely ARPayment) but I haven’t been able to figure out how to then configure it on the Relationships tab. I believe from there I could just use =MAX([ARPayment.DocDate]) to display the most recent payment date. 

I am working in Acumatica 24R2 Build 24.205.0015. Currently, I am trying to update my local instance to be more up to date with our live instance. I took a snapshot of my Local, using the “Exclude Wiki and Attachments” setting.  However, the snapshot file was larger than what is natively supported in Acumatica (My file size if 1.21GB). As a result, I followed the instructions from this link allow me to import larger snapshot files.https://community.acumatica.com/maintenance-and-troubleshooting-229/how-to-increase-the-size-limit-for-a-snapshot-file-being-uploaded-150?tid=150&fid=229 Now, I am able to upload the snapshot into my local tenant, however I am unable to actually restore the snapshot to the instance. Every time I try, I run into the following error. “An error occurred while importing data into the 'GLTran' table.”  With the error stated being “System.IO.IOException: Stream was too long.”. Below I will also post the trace log that occurs. Since the snapshot method did not w

I have a slightly weird question.Can I have multiple IIF expressions within one field? It seems possible, but I am not sure how to accomplish this. I would like to change the cell style based on the text inside of it. But the system does not like me adding another IIF statement within my expression. This is what I have right now to keep it simple, but once I can get it to work, I will add a couple more colors. =IIf( [InventoryItem.PreferredVendorID]='100045', 'purple20', 'default') ORIIf( [InventoryItem.PreferredVendorID]='100351', 'yellow20',' default')   The System doesn’t like my OR placement, does anyone know a better way to do this?

Does anyone have any tips relating to KPI Dashboards on a big screen TV?  Couple issues: The system will boot out the login after 15 minutes of inactivity.  Have setup a dummy login with limited permissions only to particular dashboard.  How to setup so don’t have to login every few hours?   Any hardware recommendations?  Mini-PC or Android something?  Thanks you

When trying to confirm a shipment I get the error: “Carrier Service returned error. FEDEX: FORBIDDEN.ERROR We could not authorize your credentials. Please check your permissions and try again.” The carrier page for FedEx says the connection is successful, so I’m at a loss of what the issue could be. The Error