Discussion Forums

Hi Everyone,For the Generic Inquiry, we would like to provide parameters like below and seems it is not working in Acumatica generic inquiry. Can you please review and provide your inputs. Acumatica's Business Date : 03/07/2025 We need to populate the From Date and To Date like belowFrom Date: @weekStart - One Day (Acumatica always start the @weekStart as Sunday but we need Saturday instead)To Date: @weekEnd + One Week - One Day 

i am trying to divide 1 the result 1 column using 2 formula for 2 row of different values and this is column  column c ‘% NS’ value is =Value('0030','B')/Value('0020','B')and this is the result : How do I use a different formula =Value('0030','B') / Value('0030','B') * 100  for the '% NS' column I highlighted in green? Thank you.

why im getting this tax id even though its not in the list of tax category 

Hello All,I have been trying to fix this one for a long time but I need some help! I have setup an automation schedule on the Process Import Scenario Screen. This Automation schedule is set up as follows:  The schedule history looks as follows:  The Result states Processing is completed but with errors but when I check the for the records on the screen it is supposed to be imported, I cannot find it. It has not been processed. What am I missing out on? When I run this manually on either Process import scenario screen or Import by scenario screen, it runs just fine but not processing the same through Automation. Can someone please help? Regards,Ameya

I’m stuck in this insane situation:I had a released budget line with the total amount originally $3,213.86 that was only allocated in Period 1. I then went to upload some adjustments to multiple line items, but I had a typo in the subaccount for this particular line item in my upload. So I deleted the error line, and I manually adjusted the amount and the period amounts. The Distributed Amount is still picking up my original amount in Period 1 and I cannot save without adding that amount to Period 1 to get the Amount and Distributed Amount to balance. I’ve tried deleting the line and starting over, but I cannot delete without zeroing out the periods, and I can’t zero out the periods because the Amount and Distributed Amount do not match.Screenshot below of my released budget line item that clearly is not really balanced and screenshot of what period 1 should be but is not in balance. Please someone help!  

I’m getting this error message when running the Cost Roll.  The message says to check the Trace, but nothing is populating in the trace.  Has anyone come across this before?  Is there a quick way to look at BOMs to see what BOMs may be causing the issue?

I am trying to release a payment using rest apiI Created invoice by calling put request and was successful and get the reference Nbr I called release payment object  Payment soPaymentToBeReleased = new Payment {     Type = new StringValue { Value = type },     ReferenceNbr = new StringValue { Value = paymentRefNo } };created release object  var releasePayment = new Models.AcumaticaModels.Actions.ReleasePayment(soPaymentToBeReleased);then I called post requestvar token = await acumaticaTokenHelper.GetAccessToken();using var httpClientPost = new HttpClient();var requestMessage = new HttpRequestMessage(HttpMethod.Post, "https://acctqa.nabp.pharmacy/entity/NABPR2/24.200.001/Payment/ReleasePayment");requestMessage.Headers.Add("Accept", "application/json");requestMessage.Headers.Add("Authorization", $"Bearer {token.AccessToken}");requestMessage.Headers.Add("PX-CbApiBranch", branch);requestMessage.Content = new StringContent(JsonConvert.SerializeObject(soPaymentToBeReleased ), null, "applicat

I have an import scenario that creates a new record (in this case, it generates a PO based on the lines selected in a GI from the Project Budget).  The current downside, is that I don’t know how to make the Import Scenario automatically open the PO that was just created (because the user still has more work to do after they first create it).  Is there an action of some sort to open the new saved record created in a pop up window?

In our system, we utilize sales price breaks (1, 10, 14, 28, 42), we are getting rid of an old price break (56). How can we get rid of that price break when updating pricing using the sales price worksheet or another method? Prefer not manually as we have 3,000 SKUs to update for pricing.Thank you.

Hi everyone! My AR Aging and AR Aged Period Sensitive reports do not sort in alphabetical order by customer name but rather by the Customer ID in chronological order and it drives our accounting team crazy. We have a bunch of customer names that are everywhere on the report instead of them being laid out in a concise manner. Tried to reach out and have this fixed but I am having no luck. Can someone advise on this please? Thank you!

We have some purchase receipts that have been entered and released incorrectly. I see that the best way to handle is a return, but by doing so, they sit Open unless we move forward and create a erroneous Bill and Debit adjustment. Is there a way to pair just the receipt and the return without effecting AP?  I also would like to suggest a way for an administrator to correct a receipt/bill - if it is in the same financial period and unpaid - even if that has to be administrator access. Being new to acumatica, it seems odd that some of these transactions cannot be edited easily.

Is there a way to correct a Purchase receipt when it has been released? What if there was a typo, how can we adjust the quantities received?

Is there an existing integration to AutoCrib and Acumatica? 

Is there an prebuilt integration with / connector to Constant Contact or Mail Chimp?

Hello, I am having some issues with the U100 training data set. When trying to log into the admin account with the default account info - admin for username and 123 for the password, I keep getting an error message of Invalid credentials. Please try again. Is there any way for me to create an identical role/sign in with the same permissions within the U100 dataset in a local host without having to sign in with this account? I am trying to use this set for testing purposes. I tried redownloading the U100 dataset and creating a completely new instance with the configuration wizard, but the same issue is occurring when I attempt to complete it this way.Any advice/work-arounds would be appreciated 

I can GET custom values using the REST API but when I trying setting, they remain NULL.Question: what JSON structure do I use to set custom values?Here’s an example when I use GET:    "custom": {        "Document": {            "UsrDeviceIPaddress": {                "type": "CustomStringField",                "value": “100.99.777.55”            }        }    }However, when I use this same structure during a PUT to create a SalesOrder, the value is always null.

We have a GI-based Import Scenario to change the sales account on the sales order lines that says it’s completing, but is not actually making the change. I have tried changing different things (looking for line number rather than inventory id & vice versa, or selecting/deselecting commit on different fields), and cannot get the change to actually happen. What am I missing here?  

I am trying to create a customization that requires an attachment on the Bills and Adjustment screen for certain roles. How should I define the roles that require an attachment and check if that user is in the role?How do I check for attachments?  Here is the base code I'm using namespace PX.Objects.AP{    public class APInvoiceEntry_Extension : PXGraphExtension<APInvoiceEntry>    {        #region Event Handlers        private void _(Events.RowPersisting<APInvoice> e)        {            if (e.Row == null) return;            // Get the current user roles for the AP301000 screen            PXRoleList rolesList = PXAccess.GetRoles("AP301000");            // Extract role IDs  using the Roles property           var roles = PXAccess.GetRoles("AP301000");            // Define roles that require an attachment            string[] requiredRoles = { "APClerk", "FinanceManager" };            // Check if the user has any of the required roles            if (requiredRoles.Any(role =>

I am not sure if this is possible, it seems I would need two value options for this. I would like to create a combined chart that would shows a Sales Persons Monthly Revenue and Monthly Margin Dollars.I have both these amounts already stored in a UDF Field in projects.UDF Fields that are Important:Booked DateMargin $Quoted Amount Is this possible to create a report that would show these data by month side by side.   

Hello all,I have been trying to create an import scenario for SO where I have 4 columns from which the data is to be inserted. Out of these 4 columns it is not necessary that the data from these 4 columns are required to be inserted.So as per the above screenshot, for row 1, the value under book1 should be inserted. Similarly, for last row the value under book1 & book2 columns should be inserted while the other should be skipped. For a single row an individual order would be made.What condition can be inserted so that the cells where ‘-’ sign is inserted will not be inserted and be skipped in the import scenario?Thanks.

I want to grant access to an existing Acumatica User Role to View Only rights for Bill of Material.  I grant that access via Bills of Material > Bill of Material.  However, the owner doesn’t want the users to see the Unit Cost and Planned Cost data fields for Materials.I have come at this from both Access Rights by Role and Access Rights by Screen.  Locating the target fields is straightforward in Bills of Material > Bill of Material > BOM Material.  Revoking those fields via either Access Rights forms makes no difference.  Acumatica always displays the cost fields.I feel like I have accomplished quite a bit via Access Rights, but this just doesn’t seem to work.  How can I revoke access to these fields?

Can any one help to understand How to Reconcile WIP Report with WIP GL Balance 

Please kindly advise how can create Budget vs Actual by % .Thanks so much for helping and support 

Having an issue when creating creating an Service Billing. Item used in the service are non stock service items but getting an error line Lot or Serial not assigned. Error: Inserting 'AR Transactions' record raised at least one error. Please review the errors. One or more lines have unassigned Location and/or Lot/Serial NumberBut only service item used in this appointment. Customer recently upgraded to 24R2.

I want to show a book mark history notes fetch from API call in customer screen (AR303000)I added the below grid <px:PXButton runat="server" ID="btnBookMarkHistory" Text="Book Mark History"><AutoCallBack Command="BookMarkHistory" Target="ds" /></px:PXButton> <px:PXGrid ID="PXGrid2" runat="server" DataSourceID="ds">     <Levels>         <px:PXGridLevel DataMember="BookMarkHistoryView">             <Mode AllowAddNew="False" AllowDelete="False" AllowUpdate="False" />             <Columns>                 <px:PXGridColumn DataField="Type" TextAlign="Left" />                 <px:PXGridColumn DataField="ShortNotes" TextAlign="Left" />             </Columns>         </px:PXGridLevel>     </Levels> </px:PXGrid>And my DAC is [Serializable] [PXCacheName("BookMarkHistory")] public class BookMarkHistory : PXBqlTable, IBqlTable {     #region Type     [PXString(10, IsUnicode = true)]     [PXUIField(DisplayName = "Typ