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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.

Hello - we are trying to figure out how to make it so that an attachment is required for each expense receipt that is created. How would we make that a required field? 

Does anyone have any experience connecting one Shopify Store to multiple different tenants in one Acumatica instance? Just checking to see if anyone has experience, Acumatica told me it was possible but working with someone who is experiencing some issues. Thanks for any input.

In the service order module in the Target Equipment ID field it has a magnify glass with a pulldown list.1- How do I add a plus button so that you can add a piece of target equipment from that screen? I can’t figure out if it’s buried somewhere in permission or I have to do something in customizations.We would like to have the technicians in the field be able to add customer equipment when they are in the appointment without having to get out of the appointment and go to the equipment module.  2- Is there a way to make so the list it is restricted to the equipment from the customer on the service order? I know they could always use the filter on the customer columns but with the technicians it would be easier for them not to have to. 

Hi! I’m dealing with a requirement that needs some User Defined Fields to appear based o the value of another User Defined Field. The use case is as follows:In an opportunity, my customer must gather a set of documents, but this documents vary depending on if their customer is a person or a company. We’ve created a User Defined Fields (Customer Type) combo selector to chose between the customer being a person or a company. We’ve created the document list checkbox using user defined fields, but it would be great to be able to hide the ones that are not being used, depending on the value of the customer type.It would be great to be able to do it from a Low-Code/No-Code project.Thank you for your support. 

After the 24R2 upgrade, the billing postal code value cannot be entered in the Carrier Account section of the Customer screen for the "Billing Type: Receiver." However, this was possible in version 24R1.I am unable to find any changes in the Release notes, is it a bug?  

Hello Guys Can you help me with these issuesuddenly had rounding diff. the first picture is correct but the 2nd picture had rounding diff.     Thank you 

Hi, I would like to make the greeting in the email template for a sales order gender specific. Depending on the title it should be Mr oder Mrs for example. I tried to use it Document.ContactID.Title with if and then logic but somehow I failed.Has anybody done this before or an idea how the HTML code should like?Acutally I am not sure if Acumatica understands if and then in the HTML code for templates. Lars 

We are new to Acumatica and trying to wrap our heads around how branches and subaccounts work. Our use case is this:One company, one warehouse with inventory. We sell B2B, B2C - Shopify, B2C - Amazon. We would like the ability to run a P&L based on sales channel and by product line. For example: P&L for B2B channel for product line X. From what I understand, only one subaccount can be used per line so we would have to choose whether we want to classify the line as a channel or a product line. I think if we create combined subaccounts, where channel and product line are combined, it would create major difficulty in data entry, along with preventing us from running a P&L based on just product line or just channel. Would adding a branch for each sales channel make sense? Then each transaction would have a branch and then a subaccount for the product line? Again, we would only have 1 warehouse shared across the company, so I’m not sure if this method would work. Happy to hear s

Can anyone share how they get a zero dollar pro forma invoice on a project if it has an on demand billing period? And how you create your AIA invoice showing all retainage released on invoices? Thank you!! 

Hi there,For a test site on 2024R2 version we have enabled 2FA. But when try to login it says invalid code, after entering the credentials we were expecting a 2FA prompt to select different options but instead we are getting the below error. 

Hello - is there a way to prevent employees from being able to edit their time entries (by putting them back on hold) after they have been approved? We have employees who use time cards and time activities and would want to prevent this under both options. 

I was in the process of reconciling a Credit Card and the Reference Number generated matched, for some reason, a previous reconciliation statement for a different cash account.Now the process is locked into a cash account that is not correct, it will not let me delete the report, and if I create a new one it tells me that the previous statement was not reconciled. Also, the transactions disappeared for that time frame and I have tried everything to get rid of the incorrect reference number. Please help!

Hi - we are trying to make the description field under Time Activities be blank by default. Currently, it is pulling in the task description. How are we able to change that?   

With regards to this topic top-selling-items-in-a-generic-inquiry-27114.We have followed this reply: SoLine TableSo far so good, except we would like to accurately display the quantity based on a given time period (specifically for the past year to date). If we just add OrderDate as a column it doesn’t display the correct quantity for that time period when filtered.What is the best way to accurately display the quantity for a certain time period (instead of just all time quantity totals)? 

Good day Community I have a client who has been calculating their depreciation on a spreadsheet for years and now want to use Acumatica. Here is my challenge - in 2021 they changed the useful life of the assets from 25 to 40 years. In 2023 they increased the value of the assets. I imported the assets in the current financial year in initialization mode, including the YTD Accumulated Depreciation. Most assets have been depreciating for about 5 years, 2 years @ 25 years and 3 @ 40 years. I am really struggling to assign them useful life years that would calculate at the correct rate.  If I use 40 years, it reverses a portion of the Accum. Depr so that the remaining amount is over 40 years from day 1. If I use 35 years and amend the start date to the current year, the calculation is correct by month going forward, but it amends the Accumulated Depreciation YTD that was imported.Any advice as to how I could get the system to calculate the correct amount going forward without changing the t

Hello, We’ve noticed when processing offline Shopify orders with cash that the log in Shopify shows the amount of cash paid and then the change given to the customer. When this order syncs into Acumatica, the payment total is the amount of cash the customer gave and doesn’t account for the change, leaving a balance on the payment. Is this a known bug, and is there a fix or workaround for this?   

We need some clarification for Minimum Order Quantity and EOQ (we think this mean Economic Order Quantity).  We think Minimum Order Quantity for an Item / SKU is the minimum amount that must be ordered to order the Item / SKU from the supplier.  So, if I have a Max Replenishment of 20, and a reorder point of 10, (and I have 10 instock) and a Minimum Order Quantity of 50, when I run replenisment the amount to order will not be 10 (20 - 10 = 10) but will be 40 (50 - 10 = 40).  Is this correct?   How does EOQ figure into this math?  I do not know what EOQ does.  Any help is greatly appreciated. Thank you

I just learned that shopify for some reason does not support multi select dropdown out of the box.I’m interested in using the commerce connector to map Text, Combo and Multi Select Combo product attributes to Shopify metafields.I was recommended https://apps.shopify.com/metafields-editor-2. The Metafield Guru supposedly supports multi-select metafields.Does anyone recommendations/experience for syncing single and multi select stock item attributes in acumatica with shopify using the commerce connector?