Discussion Forums

Hello,Our company has been using Acumatica for three months after transitioning from Sage 100. I'm reaching out to see if anyone has experience with AP automation for both standard purchase orders (POs) and dropship POs. We handle a large volume of both types, and the majority of our AP bills are generated from POs.For those using AP automation with standard POs, how do you manage the delay between receiving the AP bill and the PO receipt?Similarly, for AP automation with dropship POs, we usually create the PO receipt upon receiving the AP bill and then invoice the customer immediately afterward. How do you manage this process?Our AP department does not feel AP Automation is helping as we hoped . . . Any insights from the group would be greatly appreciated!Thank you,Andrew Paquette

Hello, we are wondering how we can change the fields that show on the Approve Time Activities screen, we need the bill rate per employee to show as well as the total amount that is being billed to the project for a specific date range.   

Hello Everyone,I am trying to make a  customer contact as primary through API call. But it is working for the first entered contact. Unable to set another contact. Could you please review and share your feedback?  

I set the inventoryid to required on the inventory screen. I want to still get the error message of “inventoryid cannot be found” if someone does fill in the incorrect inventory id.So basically if the inventory id is blank I should get this error: “inventory id is required.If inventory id is entered but does not exist in the system: “Iventoryid does not exist” Before making the inventoryid required, the “Iventoryid does not exist” error came through when trying to save. Now it is overiiden by the “inventoryid cannot be found”. I don't want this to happenPS I used PXDefault attribute to make the field required

Top Selling Items In a Generic Inquiry? Looking for your suggestions

hello, i want  make the filed  decimal places like thisi used the Floor() formula it rounded up to a whole ing. i used the Math.Round() and Round () formula and its still give me the same issue this is the function i have in my data fieldIIF([ARInvoice.DocType]='CRM', [ARTran.ExtPrice]*-1,  [ARTran.ExtPrice]) 

Can you increase the segment value of the Posting Class like you can for Item Classes

Client wants to require that a copy of the AP Bill is attached before allowing payment to be processed.  What would be the best way to accomplish this?

Hi! When I use an employee user in the customer portal, I am not able to view the item details, catalog, or checkout screens without associating the user with a business account. Do all users (even employees) need to be associated with a business account to view this in the portal? These users have the portal admin and system administrator user roles assigned.The user also doesn’t have access to view Sales Order or invoice printed form even given access and has report designer role. I couldn’t find any documentation that specifies this, is there a configuration I missed?Thanks!

I am trying to update the logs, and as part of this process, I need to update the "Actual Start Date" field of an Appointment in Acumatica. However, when I attempt to update this field, it neither throws an error nor updates the value.Interestingly, the "Actual Start Time" field updates correctly, but the date remains unchanged.Has anyone encountered this issue before? Are there any restrictions or system rules preventing the "Actual Start Date" from being updated? Any guidance would be appreciated.  

All,I would like the GIs to come over in descending order as the GI does.  Is this a customization? Thanks,Melissa

Can you provide basic step how to acumatica integrate with magento 2.

Hi there,I’m implementing for a client migrating from Dynamics SL.  The client is really struggling with the fact that all AP Bills and Adjustments for all branches show up in the GI regardless of which branch is logged into.  She wants a restriction so that only the current branch’s documents show in the list.  She has admin rights and access to all branches.I have figured out how to add both a Parameter and a Condition and it works well, EXCEPT for that fact that it doesn’t refresh the “Current Branch” value when I change branches, but rather it seems to cache the last value.  I need to figure out how to have the filter refresh to the current branch after changing branches.  For example, if I’m logged into Branch A and load the Bills and Adjustments screen, it’s comes up filtered for Branch A.  If I change branches to Branch B and go back in to Bills and Adjustments, it still has the Branch A restriction and that has to be changed manually.  This really isn’t any better than just fil

Hello,We have several sales quotes that are currently open in our system, and we are unsure how to mark them as "Expired" if they remain open for more than 30 days.There is an action “Expired” in the Quote Status, but we are unsure how to use it. Is there a setting in Acumatica that can automatically mark a quote as “Expired” after a certain period, such as 30 days?Alternatively, how and when should we use the “Expired” action on a quote? 

Seems like I am missing something. I’d like to add the Phone and Email to a vendor GI. I’ve added PX.Objects.CR.Contact but this will only show if the contact tab is filled out (for most vendors we don’t have the contact tab filled out) 

Hi,How can I add a customized payment method called Onlineach to the Check Register Inquiry under Payables? Is it only used for the payment method of checks? Let me know. Thanks, Frances Pantelidakis  

I was trying to use the Import Scenario with no luck; I must be missing something.  

I created an import scenario to create new Service Orders.  It only works when I run a row individually?  Does anyone know why this is happening??   

Hello,I am trying to hide the salesperson commission on the commission tab on a sales order invoice. I’ve revoked everything I can find. Can someone please help me on where to choose the correct permissions for it?Thanks!

Is there a way to produce statements by customer locations and also being able to send them via email based on the email field within the customer location? 

Greetings team, I am setting up the Check register to display ACH type from the Check and Payments. Recently I did some test but I can't identify what I need for it to reflect.test:Check register: 

I need to consume pots to make a finished good. I’m automating this process. I need to find the UNIT PRICE for these pots. I used INItemCost.AvgCost as my source for this data. Is this incorrect? It’s returning 0’s on items who have a cost that we hold a position on. What is the best table/field to use to get the current AVG unit cost for an item? Thank you for helping me along!

Hello,I am trying to add a user field (decimal) called UsrSalesCommPct  public class AMEstimateItemExt : PXCacheExtension<PX.Objects.AM.AMEstimateItem> { public static bool IsActive() => true; #region UsrSalesCommPct [PXDBDecimal] [PXUIField(DisplayName = "Sales Commission (%)", Required = true)] public virtual decimal? UsrSalesCommPct { get; set; } public abstract class usrSalesCommPct : PX.Data.BQL.BqlDecimal.Field<usrSalesCommPct> { } #endregion #region UsrContingencyPct [PXDBDecimal] [PXUIField(DisplayName = "Contingency (%)", Required = true)] public virtual decimal? UsrContingencyPct { get; set; } public abstract class usrContingencyPct : PX.Data.BQL.BqlDecimal.Field<usrContingencyPct> { } #endregion #region UsrMargin [PXDBDecimal] [PXUIField(DisplayName = "Margin")] public virtual decimal? UsrMargin { get; set; } public abstract cl

Hey All,I was wondering if there is any way (without a customization project), to filter the drop down options of a parameter based on the selected value of another parameter. In this case, I have selected the Inventory ID that I would like, then I want to select a BOM ID that is related with that Inventory ID.  But, currently, the parameter options are every single BOM ID. I have seen this a BOM Attributes Customization Project, where you pick the BOM ID,  and then you can pick a revision number, that is associated with that BOM ID.   But this is how my current parameter displays the drop down.  Does anyone know if I can get the BOM ID parameter to only show me BOM ID’s related to the InventoryID? Thanks for your help.

This question is a bit different from a prior question regarding how to reverse an inventory receipt.  In our case, we did an Issue out of inventory that reduced our Inventory account and went to our inventory shrinkage account.  We have to make some changes to the sku accounting methods, so we transferred it all out in order to make the change, then will move it all back in.After we issued it out, however, we received in via the Receipts transaction rather than do a corresponding inventory adjustment in. It correctly increased the inventory, but the other side of the transaction hit their finished goods control account rather than shrinkage.  Now we have an imbalance and we can’t determine how to reverse the purchase receipt so we can adjust the inventory in properly and make it all balance.The Issue out:The Receipt: Since accounts 1200 and 1202 are control accounts in our case, we can’t just reverse the batch for the receipt.Does anyone know how we can do a reversal of the Receipt su