Discussion Forums

We are using the manufacturing edition. Reference is drawn to Transfer documents, Pick List and/or Shipment Confirmation. These documents are printed to confirm physical transfer of goods. The frequency of such transactions is quite high even on a daily basis. So, is it possible to connect a biometric device to replace a printed document in such a way that the person receiving the goods uses a biometric fingerprint signature instead of using a printed document (to confirm the transfer/receipt/handover)? These documents have to be filed and are rarely referred to again. The same can still be achieved by simply registering the transfer through an unique biometric signature attached to a particular document/record. This will save a lot of paper and print costs as well.Comments/suggestions and/or solutions are welcome!Manish

Hi,Anyone know why all DACs not showing in left side of this screen? I have tried to restart application but still its not showing. Can you help us on this? 

Hi all, I would like to set up a contract that solely uses cases from the CRM module in a similar way to “beginning-period plus” billing from the service contract module. For example: The contract bills 5 hours up front each quarter, and at the end of the quarter, the hours that were actually spent on cases - if they exceed the 5 hours - should be billed as well. I couldn’t figure out a good way to do this. Any suggestions would be appreciated.Best regards,Aaron

Hello - I am trying to get a prior period depreciation amount added to the FA Balance Projection by Class report but can’t seem to get it to work. Any ideas on how to work this in report designer? 

 Hi team,Recently migrated to 2023R1, while publishing customizations on local env validation is failing.But the same works on a site deployed on test server.Any thoughts?Screenshot of a test customization. 

Overview Modern UI Files Support PX.CommandLine Tool - General Information Command Line Syntax Shared Arguments Methods Description ValidateExtensions

Hello all,I have been trying to update the line in one of the screens but unable to do so.I have been trying to update the End date for the second line in the below rate table,  And the import scenario: 

Working Scenario (Inventory → Activity): When navigating from Inventory > Stock Item (IN2025PL) to the Activity screen, the Related Entity field is enabled and functioning as a lookup. This suggests that the field is dynamically activated based on some context (probably related to the inventory item or another entity tied to the stock item). Non-Working Scenario (Opportunity → Activity): When you go directly from Profiles (Opportunity) > Activity (CR306010), the Related Entity field is not editable or available as a lookup. This indicates that certain context or conditions (present in the inventory scenario) are missing when you access the screen from the Opportunity profile.

Is anyone currently using Big Commerce B2B version successfully? I would love to meet and discuss if so. We are experiencing a lot of issues with the Business accounts and contact synchronization and I am curious if others are as well, or if you found solutions that are successfully working for you.Would love to connect! 

Dear Support,I have created usrLookup (Part No) field on Inventoryitem and I want this field to add on column Sales Order Line.Please advise. Thanks,Idrus

We have several business units, setup as branches, which share numerous customers and vendors in common.  We are looking for a way to control which customer and vendor discounts are applied based upon the branch of the order. For example, Branch A is extending a 25% discount to Customer A; Branch B is extending a 20% discount to Customer X.I understand that Acumatica uses a 2-factor matching strategy and our current customer discount setup is ‘Customer and Item Price Class’.  Does anyone have a manageable method that might help extend differentiation to include Branch?  We have hundreds of discounts and 7 branches (currently) that we would need to manage.TIA!Eric

Project templates upon saving errors. 'Contact' cannot be empty. 

Hi everyone,I'm facing an issue with a production order where the total quantity to produce was set to 11 units. However, the system shows that 22 units have been completed, even though the operator only received 11 units.Does anyone have insights into why the completed quantity is doubling, or what might be causing this discrepancy? Any advice on how to resolve this would be appreciated!

We come from a version update to 2023R2, and in tables like the original acumatica PREmployeeDeduct, when updating it the following error appears, which did not happen in the previous version 2021R1, for the migration we logically made 2 jumps, the database is in sql server 2017, please have any clue PD. I've checked other posts, but I can't find any clues.

We have merged 3 companies together in one instance for the same stock item list and range. Our historical data had incorrect costs in the system and incorrect UOMs and conversion factors. this has all been changed now and the reports going forward are going to be better. Is it possible to correct the historical data to get better sales and margin analysis. we are sorted going forward but we have minimum of 4 months of bad data that the costs and margin need sorting on.

We undertake periodic air-condition units’ maintenance for clients and the norm is the service and spares prices are agreed on annually. These negotiated prices differ from client to client and the AR sales worksheet handles that nicely. Expectation: All inventory hitting a client’s project either from inventory issue or project drop-ship should pick it prices from the agreed figures in the AR sales worksheet. These pricing will feed into the project billingQuestion: Can 2024 R1 handle that or this should be treated as an idea?? 

I have Added Tab in Acumatica Stock item Wiki page.Now i want to save this changes in my visual studio   

Hello community, I am looking for some guidance on how to “reset” a few custom fields on a sales order if the related shipment entry is deleted. I was able to get these fields to update when creating a shipment. However, I am a little lost on how to get them to clear on a shipment deletion. For inserting them I wrote an override to “CreateShipment”. For the deletion, I tried to do a SOShipLine_RowDeleted, but cannot reference the SOOrderEntry due to the “PX1045: A PXGraph instance cannot be created within an event handler.” Any help is much appreciated!Thanks,Adam

Hi Acumaticans.Looking for a check format as noted above.  Client refuses to buy new check stock and would be great to not have to reinvent the wheel.  This report design is too painful to work with when it comes to making these kinds of layout changes.

Hello I am new to Acumatica and looking for a report to show projected depreciation for next year as I complete 2025 budgets. Can anyone share what they use for this reporting? Preferably by the COA and subaccount would be best

When trying to create a new customer I keep getting this error message:“Customer ID is formatted incorrectly” Here is a screenshot:Creating this same customer works in our development environment which has the same version as our live environment.  Is there some configuration setting I’m missing somehow?Thanks!

Is there a way - either as a parameter or GI filter - to filter the view of a generic inquiry by item workgroup that I am a member of?  We are not looking to set up restrictions, just filter a list of items on a few GIs. We’ve setup each item with a workgroup and can assign employees to one or more workgroup. We’d want to then add a filter or T/F parameter to view only items in “MyWorkGroup” in the same way you can on other process screens like Prepare Replenishment or similar to how @me can be used   

Hey there, I have a clunky process that I’d love to get thoughts on how best to improve: Shipment confirmation emails for some of our order types.I’ve always been confused by Acumatica’s out-of-the-box “Email Shipment” Action on the Process Shipments screen. There are some major defects to it:When rows are processed, they don’t drop off the queue. So you cannot schedule this screen, at the risk that the same email could be sent more than once (which is a bad customer experience). Rows drop off this screen once the shipments get invoiced. So if they get invoiced prior to getting emailed, we’ve lost our window to email those out. Can the email template associated with this process action capture all the necessary fields that we want to include in our email? Tracking numbers, tracking URLs, etc. I honestly don’t know.So I guess Business Events come to the rescue...except:They are notoriously frustrating to get working

We are using the date in the Billing Rule, Invoice settings, Line Description formula.  We are using [PmTran.Date] and it give me the MM/DD/YYYY HH:MM:SS AM.  Is there a way to format this with just the date?

Hi, We’re relatively new to Acumatica having only gone live earlier this month. We’re currently in the process of configuring everyone’s access rights.  We started strict with an aim to control access, and then we’ll lift restrictions as it becomes apparent the requirement for the user is there. My question is, is there a reference list of Screens to User Rights?  I know if you hover over the options the screen number is displayed, but trying to find some of the more obscure access rights is simple a trial and error exercise in futility.  A search functionality would be really helpful 🙂 Any help would be gratefully appreciated!