Discussion Forums

Hello all,Can anyone guide me on how one can make use of Acumatica for cheque printing. I am looking out for start till end steps & how to test it & process in real scenario.Thanks.

I see there is an option under the customer to have a default project but when I add a default project I do not see where that comes into play anywhere when I create the service order. What is the purpose of having a field to select a default project for an individual customer if it doesn’t default to the service order being created?

EndpointCheck PUT Request Body{"CuryOrigDocAmt":{"value":0},"CashAccount":{"value":"10600"},"Type":{"value":"Check"},"Vendor":{"value":"AASERVICES"},"CurrencyID":{"value":"USD"},"Hold":{"value":false},"PaymentAmount":{"value":500},"PaymentMethod":{"value":"AMEX"},"FinPeriodID":{"value":"12-2022"},"Details":[{"PostPeriod":{"value":"122022"},"FinPeriodID":{"value":"12-2022"},"BranchID":{"value":null},"InventoryID":{"value":null},"OrderQty":{"value":0},"WarehouseID":{"value":null},"AmountPaid":{"value":500},"Balance":{"value":500},"CashDiscountBalance":{"value":null},"DocType":{"value":"Bill"},"ReferenceNbr":{"value":"004212"}}],"PostPeriod":{"value":"122022"}}  Response Body{"id":"00f6eadd-6293-ed11-bb54-000d3a19a590","rowNumber":1,"note":{"value":""},"error":"Inserting  'CA Transaction' record raised at least one error. Please review the errors.; FinPeriodID: 'Post Period' cannot be empty.","ApplicationDate":{"value":"2023-01-13T00:00:00+00:00"},"CashAccount":{"value":"10600"},"Currency

Currently in Acumatica, when you are trying to receive an item with serial numbers from a 2 step transfer, the document already comes with the serial numbers from the original transfer.I’ve tried to remove them from the Cache objects and views y different ways but ultimately it doesn’t work.  Is there a way to clear or remove all line details records when the Transfer number is selected? This way the user validates the physical serial number and enters it in the system.  Here is my code with all the ways I’ve tried. Any help will be much appreciated. protected void INRegister_TransferNbr_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (INRegister)e.Row; // this.Base.Caches<PX.Objects.IN.INTranSplit>().Clear(); //this.Base.Caches<PX.Objects.IN.INCostStatus>().Clear(); // this.Base.Caches<PX.Objects.IN.Overrides.INDocumentRelease.ItemLotSerial>().Clear(); //this.Base.Caches<PX.Objects.IN

Hello All,We are using Production Orders to complete a good. Note when the Production Order is set up, we have selected the Project WHS, Location to place the finished good in. (Note this project WHS is for government materials that have already been invoiced to the customer)  On the reference tab we also will add the project # and task to tie the project to the production order.  The materials added are coming from a main warehouse while some of the other materials bought to that project are coming out of that same project WHS, location where the finished good will be placed. When using the material wizard, the materials being released from the main warehouse there are no issues, the materials released from the project WHS location are being removed from the warehouse, however the materials are not appearing as a credit on the project?  Using the wizard there is no option to add the project? Is there a different way we should be going about this? Trying to accomplish:taking the invoic

Error: The Confirm Shipment action is not available in the Shipment: Shipment Nbr. = 000009 document at the moment. The document is being used by another process.When i am conforming the shippment the following error has occured.

I want to use rest API to upload item prices against a vendor, can I directly upload to the “Supplier Price” without going through the worksheet hold and release route?

Hi Team,In my screen there is a PXSelector control, Once I fill the relevant information and press the Save button or after save Press the Add new record button, that PXSelector values are not refresh. It only changes after manually refresh the web page by browser refresh button.Can someone help me out?UIDAC Field [PXUIField(DisplayName = "Vendor", Required = true)][PXDBInt]        [PXSelector(typeof(Search2<BAccount.bAccountID, LeftJoin<HMRCVendorRegisterDetail, On<BAccount.bAccountID, Equal<HMRCVendorRegisterDetail.bAccountID>>>, Where<BAccount.type, Equal<BAccountType.vendorType>,And <HMRCVendorRegisterDetail.bAccountID, IsNull>>>),typeof(BAccount.acctCD),typeof(BAccount.acctName),SubstituteKey = typeof(BAccount.acctCD),DescriptionField = typeof(BAccount.acctName))][PXCheckUnique(typeof(HMRCVendorRegisterDetail.bAccountID))][PXDBDefault(PersistingCheck =PXPersistingCheck.NullOrBlank)]public virtual int? BAccountID { get; set; }public abstrac

I have a client that wants their report titles to include the following verbiage:“For the X Months Ending DATE”Where X equals the number of months (in words, not number) the report represents, and DATE is the period end date (in standard MMMM d, YYYY format). What is the best formula/format to attain this outcome?Thank you in advance.

I am looking to see if it is possible to create an excel export for ACH batch payments and get it to export an excel file instead an txt file. Thank you.   

Why it cannot be shipped in full. Only 10 items that I want to ship and 13 available for shipping but still the error comes. 

Need the ability to clock in/clock out of projects in time entry screen. Today, you need to manually calculate the time and it is very cumbersome. Should be a fairly straightforward enhancementLink to product feedback:  https://community.acumatica.com/ideas/clock-in-clock-out-on-projects-2960 

I want to filter a report based on the CreatedDateTime and adjust for UTC.  I have the filter working properly in the body of the report but how can I use it in the filter of the report overall?Here’s what I want:=dateadd([EPActivityApprove.CreatedDateTime],'h',-6) = Today()or as another option, how can I filter so [EPActivityApprove.CreatedDateTime] = Today(UTC)

Hello All,When Acumatica’s Copy/Paste engine is running and the Graph’s IsCopyPasteContext is true how we can access the current record which is used as original record to create copy from it? In the event handlers as platform starts defaulting, inserting, … we can access the copy of the record but I don’t know how I can get the original record that drives the copied one.

Hi,I’ve recently started a new job, and this is my first experience working with Acumatica. Since we do not have an internal team for Acumatica, I’ve taken on the task of modifying a Generic Inquiry to better suit our needs.Currently, I’m facing an issue with a Generic Inquiry for Sales Orders with multiple shipments. The problem is that we are seeing duplicate lines in the inquiry. Specifically, the Sales Order lines are not being correctly linked to the Shipment lines, resulting in each item being displayed multiple times—once for each shipment associated with the order.I have attempted to adjust the table relationships in the Generic Inquiry but have not been successful in resolving the issue. The duplicate lines are causing discrepancies in quantities and amounts, leading to overages in our reports.Could someone please provide guidance on how to fix the table relationships to avoid these duplicate lines? Any assistance or advice would be greatly appreciated.Thank you in advance for

Hello,Does anyone know much about the Welcome Notification?  Now that we’ve switched to SSO with Google, the link sent to new users technically only works for users who have already established their external identity for SSO.Trying to figure out where UserList.RecoveryLink is stored in ACU so I can update that reference when the welcome notification is sent out… and how do you edit the ‘LOG IN’ button to use the right link as well?  seems like everytime I try to update that button it doesn’t accept my new link: 

HelloWe are trying to delete a Bank Transaction Rule that was setup for Bank Feeds. However, we are getting this error whenever we try to delete it.    We tried clearing the rule by selecting the transaction and also tried to uncheck the “Active” check box for the corresponding rule. Is there a procedure when it comes to deleting a Bank Transaction Rule? I believe we can make another rule and use it instead of this one, but it would be nice to just have a list of rules that we actually are using.  Thanks!!

Hey guys,Hope you are all well, I am working on including some of our ISO records onto Acumatica. I have created a new from for Non-Conformance entries and a substitute GI for the entry screen.However, I keep receiving the error ‘Error: Another process has updated the 'NCRLog' record. Your changes will be lost.’ The first save works fine, however any actions thereafter, e.g., save, delete, cancel, all give that error. Has anyone encountered this before?I have attached my code files here.NCRLog.csGilcrestMaint.csThanks,Aleks 

On Account payable preference, Bill Numbering sequence.Currently can only allow a maximum of 15 characters.Kindly assist on how I can change that so as to allow 19 characters.Any kind of response will be highly appreciated.

We use prefixes on our Stock Items to indicate the condition of products. I’m trying to use the LEFT function on the ARTran.InventoryID field in a GI to return the first 3 characters of the InventoryID but it is instead returning 3 numbers.I’ve tried using all the conversion functions and they all return a string of numbers from the ARTran.InventoryID field.Any suggestions?

Hoping someone has some ideas on how to accomplish a data request! Client needs to be able to print invoices over xyz date range and include invoices that have items that fall under xyz item class parameters. I’ve seen how to pull a date range consolidated invoice but havent quite figured out how to tackle the added layer of reaching into the invoice detail and looking to see which invoices have a certain item class on them. Any ideas are appreciated!

When an approval map condition is set to "AP Transactions > PO Number > Is Not Empty", the approval map engine is unable to assign the approval. Have I done something wrong in the approval map? This started after we upgraded to revision "20.217.0022". Could this be related to the known issue on approvers? Step 1 is never assigned: Step 2 is reached instead: Thank you for your help!

Hi All, We are currently working with Related items for a few Customers and we run into some unexpected behavior (which could be intentional by Acumatica). Basically, when we add Items via Related items and save the Order, the Related Items feature is still indicating that Related items are available rather than disappearing or changing its state. I added Poweraid as a required related Cross-Sell Item for AALego500.Is this intended that the Related Items flag stays red for required? The confusion our Users run into is that multiple people can look at or touch the Order.When the order gets more complex, there is a loss in visibility if the Item has been added already or not. Any insight on this?We would just need to know at this point on how this is intended to work.

Hi,  We’re running into an issue when doing inventory counts and using the Scan and Count automated function. If an item doesn’t exist in a location and we try to add it, the system flags it and asks if we want to add it. There is no way to confirm that we want to add it, the system will just stay stuck on that question. See below a screenshot of the error (while using it on the PC, same thing is when using it via mobile app)  

After upgrading to 22R1, for some of our Self-Service Portal users, their cases queries (Open Cases in particular) are showing incorrect results.  For some users, they aren’t seeing any of their cases.  For some, they see Closed cases in the Open Cases query.  Any thoughts?  I also can’t figure out how to even debug the query since it’s Portal, if anyone has any tips.  I guess I could do a SQL trace.