Discussion Forums

Hi Community,I'm trying to transfer three unbound custom fields from the Stock Items screen to the Sales Orders screen. These fields are non-persisting and should only be displayed in the Sales Orders screen without being saved in the database.What I Have Tried: PXDBScalar Approach: I used the [PXDBScalar] attribute in the SOLine DAC to fetch values from the InventoryItem table, but the fields return null. Example:   [PXDBScalar(typeof(Search<InventoryItemExt.usrTI, Where<InventoryItem.inventoryID, Equal<SOLine.inventoryID>>>))] [PXInt] [PXUIField(DisplayName = "TI")] public virtual int? UsrTI { get; set; } public abstract class usrTI : PX.Data.BQL.BqlInt.Field<usrTI> { }   FieldUpdated Event Handler: I created a PXGraph instance within the SOLine_InventoryID_FieldUpdated event to fetch values using PXSelect, but the fields still remain null. Example: protected void SOLine_InventoryID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (SOLine)e

Hello!We are calculating Depreciation for number of days from the Placed-in Service Date. I want to know how the depreciation is calculated as seems it does not calculate depreciation based on 365-day calendar. Depreciation per Day = Acquistion value / (365 * number of years)First, I thought of above but seems is takes days around 371. Can anyone please help me with this?Thank You! 

Hello,We are a construction subcontractor looking at this platform. It appears Acumatica is geared more towards operations at the GC level. Are there any subcontractors, construction or other trades, currently using the system that could offer and insight/pro’s, con’s, etc.?Thanks,Jeff

Hi, I have added a condition under row style to highlight records based on the profit margin. However, I have noticed that this condition is not working for those lines where revenue budget exists, but it is working fine if revenue budget doesn't exist under the project's Revenue Budget. For instance, in the below attached screenshot, you can see that the revenue to date is 0 for project P10221, and the cost to date is 487.50 which is highter than revenue to date. However, it is not highlighting this record based on the row style condition set under the GI. attached GI for your reference. 

Is it possible to use a GI as part of the data source / table in another GI.Background:We sell our products in an online store, we also have a customer that sells our products on their online store and we fulfill and ship these orders. This customer is also a distributer for us. At the end of each month we report the total sales (wholesale and online store) for this customer. The issue is the Online store orders come into our system as retail orders. We currently manually combine the sales numbers at the end of each month. I have a GI that pulls the Wholesale sales and a separate GI that pulls the online (retail) sales numbers.Is there a way that I can use the online (retail) GI as one of the data sources (tables) in the wholesale GI, similar to a nested query in SQL, so we just have one GI to run that give us the combined sales numbers?Thank you!

Meet Josh Wright our Acumatica Community Featured Member for January 2025. It’s great to have you as part of the Acumatica Community ​@jwright!Hi everyone, I’m Josh Wright! I work for HemaSource, a customer of Acumatica’s Distribution Edition - distributing medical supplies.Here are the top 3 things I’m excited about heading into 2025:Order processing improvements – I’m hoping to leverage newer features like Manage Sales Allocations and Order Orchestration. We’re still figuring it out, as our current process is pretty complex with multiple warehouses and fulfillment strategies. Migrating our customizations to the new UI in the next upgrade. It’ll be a fun challenge to simplify and improve our custom work. Meeting more of you in person at Summit this month, in addition to my regular meetings with the Distribution CAB and the in-person Utah User Group!Personally, I like building and being outdoors —whether it’s home renovations, woodworking, or electronics. I also enjoy spending time wit

We currently have our Empty Item UOM in our Project Preferences as HOUR. We are trying to change this so our Empty Item UOM will be EA. When we try changing this, we get an error message saying that the Project records could not be updated due to at least three fields being empty; Allocation Rule, Billing Rule, and Branch.Going through all our projects, the only project with empty values is Project X, the Non-Project code Project.We are unable to update the fields of project X since it is a non-project, and were unsuccessful in trying to make the three fields not required through a customization project by both removing the PXDefault from the fields and trying PersistingCheck = PXPersistingCheck.Nothing. Any help would be appreciated, our next step is putting in a ticket.

Hello Everyone,We have a scenario where our client has multiple Companies within a tenant and processes invoices for Vendors across these Companies. When making a payment in the "Checks and Payments" screen, the "Reference Nbr." finder under the "DOCUMENT TO APPLY" tab currently displays all open bills for the selected Vendor across all Companies.The client would like the system to show only the open bills related to the Company/Branch they are currently working in (as selected in the top menu).Although the filter option is available on the "Reference Nbr." finder , managing it becomes impractical since the client operates over 20 companies, requiring them to set up and maintain more than 20 filters. Ideally, the "Reference Nbr." finder should automatically display only the open documents for the currently selected Company/Branch.is there any way to restrict the "Reference Nbr." finder to show only open bills for the active Company/Branch?Any suggestions on system configurations or alt

Any ideas on this one?  I’m trying to login to Report Designer and getting this error: Client found response content type of 'text/html', but expected 'text/xml'  

I appears that the Report Designers for 2024R2 is not backward compatible. This means a VAR that supports multiple version needs to reinstall Report Designed based on the customer version since you can not have multiple versions of Report Designer installed.

I have found this similar error for other transactions but has anyone specific seen it when Confirming a Shipment? i have only had this issue with production parts and recalculating the inventory does not remove the negative qty in our shipping location.   

We are using Version 23.211.0017 22R2.  This upgrade changed the way retention was released.  When we upgraded, we had some open invoices that did not have retention released.  We released retention in this new version.  Once that retention was eventually paid for those existing invoices, the original invoice (not the retention invoice) never closed.  The whole project has a Zero AR Balance but it is still showing Open Invoices.  Any ideas?  It won’t let me write it off because there are no open line items and that is required for the write-off.  

 Hi there,I’ve been trying to test allocations following the video on YouTube:Set up Allocation Rules to Recognize Revenue - Acumatica Construction EditionI used REVREC allocation rule and UNRECREV billing rule in the demo tenant. It works fine, billing reduces 21050 as shown on the video and other steps are good. However, when it comes to out of the box reporting it doesn’t work well. For example, Construction Bonding Report shows revenue recognized (earned revenue) as Earned Revenue = % Complete * Contract Amount. I guess that makes sense as it’s just multiples total % complete by the total contract amount. But it does look weird and inconsistent. In this example below, the system automatically recognized 25% of task revenue based on the 25%cost task completion.   However, on the bonding report it calculates the earned revenue using total contract (not task revenue or sum of income recorded).  Question, is it possible to design an allocation rule that will actually calculate recogniz

Mail sent by Automation schedule is still in pending process and not processed why?How to overcome this issue? I need your inputs to resolve this issue.

How do we reverse an invoice or bill that has data in custom fields in the transition details. We can reverse an invoice or bill that does not have data in the custom fields, but an transaction that has data in our custom fields we cannot use the reverse button under corrections. This is the error message that displays.  Was something missed during initial set up of the custom fields? 

Hello all. I am using an import scenario tied to a Business event to update Project tasks. If task A gets completed, tasks B,C and D get completed as well.  This works great except not all Projects have task B,C and D. If I run it and a task is not there it errors our.  Is there a way to suppress the error and continue? Is there a way to see if the tasks exists first and if not skip?I unchecked the “Break on” Check boxes but it still does not work.My rules for task completion are long, and creating filter/rule and scenario for each possible combination would be almost impossible. Thank you all  

Hi all,I am trying to publish a customisation with a custom table, but keep encountering the error in the screenshot attached. There is a column in the custom table named ‘InvCNModule’, but I have no idea why ‘RemovedInvCNModule’ is being defined as the column name. Is this something Acumatica does to keep track of column changes?Cheers,Ben.

I created a view using the AMProdItem and AMMTran DACs with the following code and added it to the summary area of a form. In this scenario, fields from the AMMTran DAC are editable, but fields from the AMProdItem DAC are not editable.        public PXSelectJoin<AMMTran,    LeftJoinSingleTable<AMProdItem,        On<AMProdItem.orderType, Equal<AMMTran.orderType>,        And<AMProdItem.prodOrdID, Equal<AMMTran.prodOrdID>>>>>    Document1;Later, I created another view using the SOOrder and Customer DACs with the following code. When I added this view to a form, all fields from both DACs were editable.        public PXSelectJoin<SOOrder,            LeftJoinSingleTable<Customer, On<Customer.bAccountID, Equal<SOOrder.customerID>>>,            Where<SOOrder.orderType, Equal<Optional<SOOrder.orderType>>,            And<Where<Customer.bAccountID, IsNull,            Or<Match<Customer, Current<AccessInfo.userNa

I’m trying to create a generic inquiry for all related activities in my leads but only the work items shows. I’ve tried to use the Activities module but only my activities for both “all activities” and “my activities” shows. 

2024R1 Unable to locate Construction>Transactions>Subcontracts>Form Toolbar: Delete on Access Rights by role description   Restriction to “Revoked” Delete action on the Subcontracts form must apply to a specific access rights by role 

Hi:Our Acumatica Hackathon 2025 team 10 aka Funnel Cake plans to create an application that will enable a construction/field service company to create a site and then for each site the required projects.From my observations, construction companies have several projects on a site. For instance, a college campus needs two new buildings: one for the dept of engineering and one for the dept of mathematics. The college campus is a site and there is a project for each building. The construction company wants to see the total actual revenue and the total actual cost of the site. It wants to see the status ( in process, on hold, completed, cancelled). It wants to see the address, contact information, start date, target end date, etc. of the site.This will be an application that will be free on Github. Any Acumatica Partners and customers will benefit from it.Please give me your feedback asap since the Hackathon starts on 1/24/25 at noon.Thanks. ToonSix@intercs.com

I am testing the import of historical fixed asset data. Client uses SL with Mid Month convention. We do not want historical depreciation adjusted in the first month depreciation is run in Acumatica so all historical assets are imported using the RV method. The problem I am running into is that there are assets depreciating to a negative value and some assets that will not fully depreciate. I have used RV plenty of times however this is the first time I am running into this. My understanding is the RV method with historical assets should ignore what the system thinks should be the correct A/D and depreciate the remaining value of the remaining life. I thought that RV may only work with full period Averaging Conventions so ran another test asset using the same values however the remaining months were not calculated equally.  Any ideas if my theory is correct or why this may be occurring? 24R2 Build 24.204.0004

Hello all,I thought it will be beneficial to share the below yesterday drove me crazy. We have configured the Inventory Code to be 20 unicode character. We imported the stock items without any issues. When we tried to import our opening inventory we started receiving some wierd errors like “the record couldn’t be imported due to an error in the next record” and this would repeat until the very last record in the import file. We tried importing through the upload button in “IN Purchase” but there we received an error that “Inventory ID can not be null” and we had no null value in the file.Long story short I did a lots of trial and error to figure out the errors all are misleading. What has happened we had “/” and “\” in our part numbers. Although we had successfuly imported them as Stock Items but the other import referencing them was failing to import. When we changed these two charcters to “-” all worked out just fine. There could be other special characters potetially causing problem

Currently, when we process payments in the Process Payments/Print Check, it defaults to Check Form. We want to print the Remittance as well. Is there a way to change the process to default to Check Form with Remittance?

Efficiency of Picking and Packing I am looking about a Generic inquiry that gives the same information to Efficiency of Picking and Packing. Any suggestions on this.