Discussion Forums

I have recently started using the physical inventory module and tried using the “by movement class” as the generation method.    When I prepare a physical count using a high volume movement class, I would expect that all of the items would be high volume items, but was surprised that some of the are stock that we dont sell much and therefore dont stock much.   Just wondering what type of generation method others are using and why you prefer that one?  

Hello,When I go to shop for rates, I am receiving this error -Autopackaging for UPS resulted in zero packages. Please check your settings. Make sure that boxes used for packing are configured for a carrier.CarrierRequest.Packages must contain at least one package. I have autopackaging turned off in the features, and I have created a package on the shipment. All ship vias have the packages. What could be causing this?

Is thre a way to add more details that will be printed on subcontracts? Or is the line description field the only space? Other softwares I’ve used include a scope of work summary that will print before the individual subcontract lines, as well as having specific fields where inclusions or exclusions can be specified. At the moment the character limit and lack of formatting available for the line description field is way too limited to enter all the necessary information for a subcontract. Note I am currently on 2023 R2 Thanks in advance!  

We have several text UDFs and are wanting to preview data, that is longer than the width of the field, by hovering over the field. The functionality exists in out of the box fields, so can this be extended to UDFs? With the character limit on UDFs being a lot longer than the width of the field, it isn’t very user friendly to have to use the cursor/arrows in order to read the data in full. 

I’m trying to build a GI that shows me Labor entries by Employee ID but that links back to the Clock Entry so I can see when the clock entry was made, not when the labor transaction was created/approved. I can’t figure out how to get that link working. Does anyone have any ideas?

A debit memo was entered in the system when it should not have been I was able to remove the invoices and attach them to the correct payment.  But now I have an Open Debit memo.  Is the best way to fix this is by doing a Credit Adj to clear this payment out?  

Hi Everyone,Whenever we select the Export action in the Payment Batches, receiving an error "Index was out of range. Must be non-negative and less than the size of the collection. Parameter name: index".Build VersionThanks

I am migrating a 2023 project from another developer to get it to work in 2024.Due to the requirements for this customization, the previous developer made a complete copy of the CreateShipment action and injected some changes to add logic to the action.The code in this action has changed from 2023.To start with, I “re-copied” the Acumatica source code for the action.  I have not injected any changes into the override at this time.  The signature of the action did not change from 2023 to 2024.When I attempt to Create Shipment from Sales Order Entry, I get this error message:At this point, I simply have an overridden action with no changes to the base code other than to put “Base.” in front of the various objects that need to reference the base graph.When I am in debug mode, I cannot hit a breakpoint at th

 Hi all,I have a question regarding the Project (PM301000) billing.For the progressive income of a task at the beginning of the project, we enter a Original budget, for example 100K, at 0% completion. For simplification purposes: we do not have a Change order so Revised Budget = Original Budget.Now, We invoice 80% completion, so 80K invoice :Someone makes a Sale Order on the side, on the task in question of 30K and invoices it.ImageIf the project manager returns to the Project (PM301000), in the Budget Income tab,

My custom field isn’t persisting to the database here: I’ve checked both the bAccount and customergroupid and neither of them are null. This is inside a method that gets called in a persist override.   

We are having issues in a project where we released retainage and then went and printed out an AIA report for this by running the project billing. What we are seeing is that the released retainage is getting applied to the invoice but not specifically on the line that was released. What we are seeing is that the released retainage was distributed across all lines that had retainage. How can we change this so that released retainage applies to the lines we are releasing from? 

We are looking to modify a Subcontract (add additional lines), and we typically do this by placing the Subcontract on “Hold”, modify, Save.  However, the “Hold” option is not available/greyed out for a specific subcontract.A bit of brief research indicates that Commitments with a Change Order are not able to be placed on Hold.  Is this true for Subcontracts?  If so, how would we modify a Subcontract to add lines that were not in the original Subcontract?  

We have an RMA Authorization form which needs to have an additional text box added. If there is room on page one, show the text box, if no room, then the text box would show on any subsequent pages but only on the last page.

I have created a button on the Process Order page What I want is that when I click the Demo Processing button, the Processing dialog should be displayed. To be able to control whether the insert Order was successful or not. Function GenerateNewLineItems will work on insert item in OrderLine.function GenerateNewLineItems.using System;using System.Collections;using System.Collections.Generic;using PX.CloudServices.DAC;using PX.Data;using PX.Objects.CN.Subcontracts.AP.CacheExtensions;using PX.Objects.SO;public class SOCreateShipment_Extension : PXGraphExtension<PX.Objects.SO.SOCreateShipment>{    public PXAction<SOOrderFilter> DemoProcessing;    [PXButton(CommitChanges = true)]    [PXUIField(DisplayName = "Demo Processing")]    protected void demoProcessing()    {        SOOrderFilter filter = Base.Filter.Current;        if (filter == null)

Hello! :) Does Acumatica have anything to streamline entry of deposits from scanned checks?  I'm looking for something similar to the inbound documents feature on the AP side.  Thank you!

I hope I stated my issue correctly above.  We are trying to figure out how to properly enter taxes on an invoice where we have partially invoiced but sales tax would not be applied until shipment has been made and the final invoice issued.  This is fairly common for us as we don’t always know the location of shipment prior to those final invoices (we are an Oil & Gas equipment manufacturer and our equipment will be sent to multiple locations in an oil field(s) ).  We are trying to figure out how to get the full amount of tax properly reflected on that final invoice. 

Dear all,Please help me in this case:The depreciation method used for the asset is SL, with depreciation spread over 2 months. However, after 2 months of depreciation (the last depreciated period being 08-2024), a net value still remains.Now, we want to clear the net value in the current month, how can we do?Thank you so much! 

Has anyone ever created an Import Scenario to import payments against invoices lines. We are using Pay By Line feature and I cannot get the import scenario to work.

hi All, I have a requirement where client wants to have a specific logo for some profit centers. Example if an invoice is issued to COA XXXX and Sub 100-00  then system pick logo 1. If it is to 200-00 then pick another logo 2. How do you maintain this in visible expression and linking them to embedded images? I appreciate your input. RegardsGhazal 

hello all,I have recently imported vendors of multiple branches and i am now looking that the employees of Branch A should only have access to vendors of vendor Class A. I tried to setup the restrict visibility to = Branch A but still the employee is able to see all the vendor records, even if that employee only has access to branch A. Any suggestions on this? or shall I setup restriction groups?

Hi, We are facing issue while exporting file in PDF from report output. Whenever we export report to PDF font in output file get compressed but whenever we print it and save as PDF it works fine. Kindly suggest to resolve. Output From Print option.   Output from Export option   

Hi All,I have 1 Tenant with 2 companies, with the master data (stock item info, warehouse info) are the same.I am doing Inventory Receipt IN301000. If the Warehouse are setup for specific Branch (as this is a required), it seems I cant use this warehouse for another Branch with feature Inter-Branch Transactions disabled?Current I always get the error message “Inter-Branch Transactions feature is disabled.” even I sign in the correct Company that I wanna create transactionAre there anyone knowledge in this can help me confirm if my concerns is correct?Thanks in advance,Yên Chi

 "Can anyone help me resolve this error? I have created an import scenario for bills and adjustments, and I want to attach a purchase Receipt (PR) to the bill, but I'm unable to get the input. Can someone please help me solve this issue?" i have attached this pic 

I’ve been working on Acumatica’s API and I’ve been able to create contact and customer records without issues. Right now, I’m also looking to create opportunity and relation records that will be attached to the contact. I’ve been testing out adding attributes and I was able to add attributes through the API earlier last month, but the same request does not seem to work now.  I’m looking into adding opportunities, and I’ve tried adding it with the contact record and adding it through the opportunity endpoint, both of these do not work, on the contact record, it simply does not map. On the opportunity endpoint, I’m presented with this error “Inserting  'Opportunity' record raised at least one error. Please review the errors.; AttributeTYPELOSS: 'Loss Type' cannot be empty.” but I was unable to find this exact field on the endpoints and on the JSON response.

We created an Import Scenario to read lockbox file and create payments and load documents. Worked fine in our test environment.Moved the same to PROD and now getting below error on the Import Scenario.The required configuration data is not entered on the XPMSetup form.  Please help me find what is XPMSetup form? Thanks,NB