Discussion Forums

I have a customer who has been anxiously waiting for the ability to complete a 2-step transfer on the mobile app. I see now that you can actually select Transfer Receipt as on option under Purchase Receipts:However, all I seem to be able to do is create the record. I can’t find anywhere to enter the Transfer Order to receive. Help?Thanks!   

Hi Community,Could someone please assist with the following situation:I have a Sales Order for 5 items Marked for PO, Purchase to Order. I create the PO, and I increase the quantity from 5 to 50. I try to Receive these 50 into my warehouse, and I get this error. Error: IN Document has been created but failed to release with the following error: 'Error: Inserting  'Sales Order Line Split' record raised at least one error. Please review the errors. Error: 'Lot/Serial Nbr.' cannot be empty.'. Please, validate a created IN Document This is the Lot/Serial Class associated with the item: Thank you,RJ

Hi everyone.I’m trying to pass a “notes” field in when creating or updating Employee Time Activities. Below is an example of my request: PUT "/entity/Default/22.200.001/TimeEntry"{ "note": "Some notes", "BillableTime": { "value": "01:00" }, "Date": { "value": "2024-02-16T06:00:00-08:00" }, "Summary": { "value": "Hours from Timesheet" }, "EarningType": { "value": "RG" }, "Employee": { "value": "EP00000002" }, "LaborItem": { "value": "CONSULTSR" }, "ProjectID": { "value": "X" }, "TimeSpent": { "value": "01:30" } }The Time Activity gets created, but the notes do not get passed through. Also, I’m trying to run the CompleteTimeEntry action on the PUT "/entity/Default/22.200.001/TimeEntry", but I always get the “Invalid uri structure” error even though I have this as a mapped action:Any ideas what’s happening?

How do we use the two-factor authentication on the mobile app? The box opens to enter a two-factor authentication code on the mobile, but no way to request the code. 

I have a field hidden via Low Code… do I need to set a condition and/or workflow to dynamically make it visible?

I want to filter out some specific data out of a table on the coding side so that users can’t see it. How would I go about setting filters, so specific information is excluded?

Do the Generate intercompany document (AP503500) is supposed to generate AP/AR for a interbranch timecard ?Thanks

I’m trying to create a Business Event, that when it triggers, it changes some information in a specific Sales Order Record. I presume it is using a Action Execution, but I’m not sure which Action Name needs to be used. The few I tried didn’t work.

We are just starting to configure a site for a customer that will be using service management, project management and inventory. Our service order type is set to generate project transactions upon invoice Our projects will be percentage completion billed When a service order appointment is created with inventory lines, and is invoiced, Acumatica creates an IN transactions to reduce inventory (this seems correct). However, the inventory transaction that appears on the project has no quantity or cost related to it. So while inventory is correct or job/project has not absorbed the inventory cost and is therefore incorrect.It seems silly to me that a service order tied to a project would not update the actual cost of the inventory to the project system. Am I missing a setup/configuration or perhaps a business process work around?I did see that there was this:AC-256292: If in the Generated Billing Documents box on the General tab of the Service Order Types (FS202300) form, Project Transacti

Hey there, We’re working on migrating to Acumatica. We uploaded our stock items, but the move to new system has been delayed, and the data is outdated. I’d like to just mass delete the records, and do a fresh upload, rather than go and update 100’s of products.  How do I mass delete records? Deleting 10,000 products one at a time would take a long time. Thank you!

There is a ‘Print Quote’ button on the mobile Acumatica app. Has anyone gotten it to work?Just got a notification ‘Uploading to Acumatica...’, apart from this nothing happens. 

Hello Acumatica Community,I am currently working on customizing the Tickets Screen (CR306000) in Acumatica and have added the following toolbar button within the aspx file: <px:PXToolBarButton Text="NOTIZ ERSTELLEN" Tooltip="Eine Interne Notiz erstellen" Key="AddActivityEN"> <AutoCallBack Target="ds" Command="NewActivityEN" /></px:PXToolBarButton> However, when displayed in the UI, the button text does not reflect "NOTIZ ERSTELLEN" ("Create Note" in German). Instead, it appears as "Create Notiz", where "Create" remains in English while "Note" is translated to “Notiz”. He seems to use the Activity Description here.I can’t seem to find out where i can translate this - or get rid of the “Create” as this doesn’t seem to appear in Translation Dictionaries. Any insights or suggestions would be greatly appreciated!

What I want is for these fields and button to be disabled or, rather, in read-only mode. Not like in this case, which is due to validation:https://community.acumatica.com/develop-customizations-288/why-is-the-kit-line-detail-form-always-disabled-24699?tid=24699&fid=288  

I am building a GI that would link service orders with sales order. In this case, the service order is not created from the sales order, so they are not inherently linked. Instead, the sales order number is entered manually in the description of the service order.So I am looking to join the service order and sales order tables through the service order description text field. How would I do this join?The join above is not getting me any results. 

I am trying to create a projection query this is the sql query which works. I tried something like this[PXProjection(typeof(Select4<    PMBudget,    Where2<        Where<PMBudget.type, Equal<AccountType.income>>,        Or<            Where<PMBudget.type, Equal<AccountType.expense>,            And<ParentChildContractExt.usrIsChildProject, Equal<True>>>>>,            And<PMBudget.accountGroupID, In<            Select<ProjectTransferRequestSetup,Where<ProjectTransferRequestSetup.transferAccountGroup, IsNotNull>>>>>>>>,    Aggregate<        GroupBy<PMBudget.projectID,        Sum<PMBudget.curyRevisedAmount,        Sum<PMBudget.curyAmount,        Sum<PMBudget.curyInvoicedAmount,        Sum<PMBudget.curyActualAmount,        Sum<PMBudget.curyInclTaxAmount,        Sum<PMBudget.curyTotalRetainedAmount,        Sum<PMBudget.curyAmountToInvoice,        Sum<PMBudget.curyChangeOrderAm

When I attempt to release a purchase order from hold via the API, sometimes I get the following error:Operation failed: At least one line is not present in the cost budget of the project. Either add the corresponding budget lines to the project or select the Allow Adding New Items on the Fly check box on the Summary tab of the Projects (PM301000) form I get the same error when try to do so from the user interface:Oddly, if I try a second time, either via a repeating the API request, or by pressing the button again, the error does not occur. What could be going on?   

I have customized the mobile application screen for Scan and Issues screen (IN302020) to include the selectors Reason Code, Project and Project Task as below which are existing fields in the screen,update screen IN302020 {update container "Issue" { fieldsToShow = 6 add field "Project" { listPriority = 50 listDisplayFormat = CaptionValue selector { fieldsToShow = 2 add field "ProjectCD" add field "Description" } pickerType = Searchable } add field "ProjectTask" { listPriority = 40 listDisplayFormat = CaptionValue selector { fieldsToShow = 2 add field "TaskCD" add field "Description" } pickerType = Searchable } update field "ReasonCode" { listPriority = 30 listDisplayFormat = CaptionValue selector { fieldsToShow = 2 add field "ReasonCodeCD" add field "Description" } pickerType = Searchable } }}But the issue is that the selector values ar

How can a mass update of Vendor payment type be done, if at all?  Import Scenario? Generic Inquiry?Several vendors were set up with this informaion missing and instead of opening and updating one by one hoping a mass update can be done.  I am new to working with mass updates in Acumatica so any and all help/instructions is greatly appreciated.

Hi,I created Sales Order 01 last month for a customer with the credit term A (the customer's default credit term is A). This month, I created another Sales Order 02 for the same customer with the credit term B (the customer's default credit term is now B). I created separate shipments for both sales orders. When creating an invoice that includes both sales orders, which credit term will be automatically selected by the system? I observed that the system prioritized the credit term from Sales Order 01 instead of the customer's default credit term. Is this correct?Regards/Prasad

Hello all,I have been working on report designing and have not been able to figure out how can I print the content to the next pages. I have a word doc of as long as 20 pages. and I am looking to get these into report designer and the output should be printed in 20 pages as it does in word doc. No tables joined. It is just a simple form with 20 pages. I am currently adding the content in detail section bar but we can stretch the height as long as we want which is then making the report long. I am designing this report in A4 size.Thanks.

Hi,One of our customers practices the following scenario.They buy an insurance policy prior to the Receipt of goods and create a bill to make the liability for the insurance company. But does not pay that amount until the goods are received. When the goods are received this amount needs to be allocated to the inventory appropriately. In Acumatica we couldn’t find a way to create a landed cost/bill prior to the purchase Receipt and attach the Bill to landed cost lately. Since the customer is not paying the amount, we cannot assist them to use the prepayment request method, pay the amount and create a prepayment and apply the landed cost once the goods are received.Is there a way to handle this kind of scenario? Please assist me on this regard.Amanda

SHO-ACC inventory ID is not supposed to be used on POs, however it was and not some of the POs have already been receivedwhat is the best way to be able to pay these bills and not mess up PO Accrualsome of the POs have already been received

When I click ‘Add PO’ or ‘Add Receipt’ nothing shows up even when there are received POs for this Vendor and Stock Item.

I have been hired as an accounting consultant to clean up several accounts and I am brand new to Acumatica.  One mystery is the Purchase Accrual Balance by Periods Report.  There are issues that are almost 5 years old.  I see purchase orders that say that they aren’t received, but the PO has a receipt.  I also see PO’s that show that it hasn’t been billed, but I see a bill with that PO number in the system so I’m at a loss on how to proceed.  Does anyone have any ideas on how to proceed?

Hello! I have created two generic inquiries to be pulled into a main one. Numbers on the subqueries are correct, however the numbers are being pulled into the Main GI incorrectly. Any ideas are appreciated! I have tried changing the join type for some tables and changing aggregated functions but has had no luck. The goal is for the GI to display amount applied to invoice, payment amount, amount applied to SO, $ value of shippable items, and $ value of non-shippable items, all grouped by SO. This is the main GI - SOByLineItem and PaymentGi are two separate GIs used as sources. These are the fields being pulled from the other GIs.This is the payment GIThis is the SOByLineItem Gi