Discussion Forums

Acumatica standard behavior sets the Sales Order owner to the user who converts a quote to an order.  I’m unable to find a way to set it instead to the Sales Quote owner.  I looked in Customer Management and Sales Order Preferences, and in Order Types.  And there’s no ability to configure and use an assignment map for Sales Orders.  Can this only be done via a customization?

I am working on an import scenario to create new customers. The site has multi base currency and two branches AU and US. I’m feeding the Restrict visibility to field in the import scenario yet getting this error.    

Our company brings in sales orders via our homemade website. Quiet often we have to change the order quantity on a sales order. When we do that and press save we get an error that says “Applied Amount Cannot Exceed the Unbilled Balance”. We have been able to plug numbers into the payments screen until we are able to save but I don’t think we are doing it the appropriate what. What is the correct steps for changing the quantity ordered for an SO?

Is this possible ?There is a sales order from the customer and the client want to automatically create a requisition which they can then use to manage bidding and raise a PO ? ThanksJames 

Hi All,  We have seen discussions about how to do a bulk update by manually doing an import scenario on the Acumatica system. Is it possible to update a list of customers via a singular API call?  Kind regards, Alecia

I have a Production with 2 operations.  One operation does not have any inventory required while the other has inventory. I added a barcode for the inventory ID so that a barcode scanner can be used in the Materials Subreport.  However, the Subreport printed the barcode picture even though there is no inventory in the operation. I tried using the visible expression to only appear if there is inventory but no matter what I do, the blank subreport will still print the barcode picture.  The Visible Expression “[AMProdMatl.InventoryID]<>null” was entered into every field or sections with no impact. How to suppress the subreport when the subreport does not have any values?

When signing in on the system email accounts tab in Acumatica, I get the following error. “We're sorry! An error has occurred while processing your request. A report has been generated for our technical staff to investigate the problem. Please try to repeat your request later. Thank you for understanding. Show Trace404 - File or directory not found.The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.”Any thoughts on how to fix this issue?Regards,Richard.  

I’m looking for an example of GI that provides a global summary of project profitability (by project) where each column would include balances by account group type (i.e. Income, Expenses), for any given period, and filtered by Project Template.  Each row should contain balances by project/task with columns for Income, Expenses and net.  The challenges I’m encountering includes:Finding the appropriate table to provide an appropriate financial period selector for the query parameter. Establishing a parameter selector for Project Template that does not generate an “cannot convert <Project Template Name> to integer value”.  Any guidance (or even better, XML files) are appreciated.  

Hi - Is there a way on the compliance management screen (CL401000) to only show vendors that are active?  Our compliance list is showing many vendors out of compliance, but many are inactive vendors we are no longer seeking documents for.  Another layer would be the ability to add the last transaction date for that vendor to help determine if they should be active or not.  I’m unable to edit this since it is not a regular GI.  I appreciate any help you can provide.

My customer wants to require that their customer puts a down payment for items they are ordering.  The system will allow them to enter the payment when it comes in (as a prepayment).  They want to however to send an Invoice for the down payment. I am not seeing a way to do this.I found this article that implies you can do it, but it requires creating a shipment.  This is a manufacturer and they cannot create the shipment because they haven’t made the inventory yet.https://www.acumatica.com/blog/technical-tuesday-creating-installment-payments-using-payment-terms/Anybody have any ideas or am I not finding the documentation on how to do this?

We have this issue before in 23R1 version when changing email server and protocol for email accounts, We had to recreate the email accounts to solve the issue. But surprised that same issue happened after upgrading system to 24R2, scheduled receiving email action only download one email from server every time. The account is already have “Delete email on server” after receiving. is anybody having same issue? is there an easy fix without recreate email account (so have to adjust all default email options)

Each time we add a new scope (task) to our projects or make tasks that were in planning active, it makes all of the scopes in projects invisible in our time tracking in WFG. The work around is to make ALL scopes inactive and save. Wait for it to sync to WFG and then make them all active, save and wait for it to sync.  It seems each should sync independently of each other.   

I’ve seen a few other posts mentioning odd behavior with different time zones between employees.Here is what I need to resolve - User A - Eastern Time Zone. Branch A. They create a time card with 8 hours on Monday - Saturday, so 48 hours total.User B - Central Time Zone. Branch B. They view User A’s timecard and can see 8 hours Monday - Thursday but Friday is now showing 16 hours, nothing for Saturday. Tried creating a second work calendar with time zone of EST and work hours 9am - 6pm but same issue. This is causing issues because User B is the one that would be processing payroll and it’s posting incorrectly.  

We are having problems using excel on downloaded Acumatica information.  Right now, the problem is with pivot tables.  It won’t let us change what is in the table. We are having to copy the information and paste special in a new workbook and rebuild the pivot table.

Is there any option to download a 32bit of Device Hub?

In mobile app we have a appointment listing screen under services.We need to add project and default project task field in listing screen.I am able to open listing screen in app but I cannot find any existing listing screen in mobile app customization screen.Web portal screen ID: FS3002PL So, I added it. I am not following how can we access this screen and how to add fields.

Does anyone have a way to apply the depreciation cap for luxury passenger autos?  The IRS has guidelines they release each year with the annual limits for the depreciation deductions.  I do not see a provide method for this nor do I see a way to set a series of max annual deduction amounts in the method even if we created a new method.  Thank you,  

Hi,What can I add to this formula @StartProject to pull in both the Project ID and number in the header of the column set. This is for a PM ARM report I am trying to create. Thanks, Frances   

How can I fix the issue where a 2-step transfer purchase receipt document still shows the quantity in the "Transfer" stage even after the purchase receipt has been released?I checked the transfer document, and it shows the receipt quantity as zero, while the transfer quantity still has a value. The document is released.In the backend, the INItemPlan table has an entry for the lot/serial number(s) with PlanType 42.Additionally, the INTransitLine table contains an entry pointing to the transfer document related to the purchase receipt.I attempted to fix the issue by deleting the records from INItemPlan and INTransitLine tables and running "Recalculate Inventory," but this did not resolve the problem.How can I properly fix this issue?

Hi All,Trying to insert image to UploadFileRevision table via script. Converted the image to hexadecimal/base64 , though the script works without any issues unable to see the image on screen.Any thoughts?

 I have developed a custom report which takes shipment number as parameter. when the report is run manually it works as expected. I need to load this report via an action in shipment screen. to do that I added an action as bellow. when click on that action button it opens a new tab and give the null reference error. I tried changing the configurations f the parameter in the report, but nothings work yet. I have attached the report also with this.Following is the Action  

Hi Everyone,I’m creating a processing form to process SOLines based on some functionality, a part of the code is to set the Line note for each SOLine. i tried joining the SOLine to Note table on NoteID. and tried a second way to update the Note table on the database: var note = PXSelect<Note, Where<Note.noteID, Equal<Required<Note.noteID>>>> .Select(graph, soLine.NoteID) .FirstOrDefault()?.GetItem<Note>();var lineNoteText = "...........";note.NoteText = lineNoteText;a “Null Object reference” raised for the note variable. so i thought to use the seconde one: PXDatabase.Update<Note>( new PXDataFieldAssign<Note.noteText>(lineNoteText), new PXDataFieldRestrict<Note.noteID>(soLine.NoteID) );none of them worked…any thoughts?

We have occasional orders coming in from our eCommerce platform with addresses using foreign characters and erroring in Acumatica.  Is there a way to allow additional alphabet characters to be added to the allowed characters in Acumatica?

Acumatica ERP supports Multi-Organization Setup, Consolidation Hub, and Intercompany Transactions through its Financial Management module. Below is an overview of where each of these features is configured and managed in Acumatica:1. Multi-Organization Setup (Multi-Company / Multi-Branch)Acumatica allows you to configure multiple legal entities or branches within the same tenant.Where to Set It Up?Navigate to Configuration → Organization → Companies (CS101500) to create multiple companies. Go to Configuration → Organization → Branches (CS102000) to create multiple branches under a company.Key Features:✔ Supports multiple legal entities within the same tenant.✔ Each company can have separate financials and chart of accounts (optional).✔ User-based security roles restrict access to specific companies or branches.✔ Shared master data (customers, vendors, employees) is optional.2. Consolidation Hub (Financial Consolidation)Acumatica provides financial consolidation for organizations with m

Hi:I wonder whether any one has developed or is developing an application to manage a shuttle service company. The general business requirements are as follows:Enable a consumer to book a shuttle service from town A to town B on a particular day and time. For each route, all the available trips should be listed eg. Route:Morristown, NJ to NYC and the available trips: pickup times and ETAs Eg. Route: Cherry Hill, NJ to NYC Eg. Route: NYC to Cherry Hill, NJ Available seats for a particular trip.  Enable a consumer to pay online for the booked service. Enable discounts for a frequent booker Enable a consumer to see payments made and outstanding invoices. Enable the shuttle service company to assign a driver for a particular route and trip. I think a possible solution is as follows: Acumatica ERP  CRM Finance Order management for just services Customization needed for: Routes Trips Assign a driver to a trip Store the shuttle services booked in the Acumatica C