Discussion Forums

Is there a way to directly invoice non-stock items through a Sales Order without creating a shipment? We have non-stock items that are job specific and need to be on the Sales Order. These non-stock items are not tangible products and do not require shipments.  We would prefer to steer clear from creating fake shipments and invoicing through AR since we would like to have a document that is connected to the specific Sales Order.  Thank you!

Hello,  This is a general FYI. I have found that the SOInvoice.PaymentAmt field is calculating the total balance of the SO Invoice, rather than the Payment Total applied to the invoice.  I created a scenario in my local environment shown below.  The SOInvoice.PaymentAmt and SOInvoice.CuryPaymentAmt should both be 100.00 to reflect the payment amount applied.   

When I Deploy New Application Instance, I see these Inner Messages and Call StackCan't grant permissions for the folder 'C:\Program Files\Acumatica ERP\PublishAndDelete_22_211_0034\App_Data', to user 'IIS APPPOOL\PublishAndDelete_22_211_0034'. You can do it manually. -------------------------------------- Inner Exception: This access control list is not in canonical form and therefore cannot be modified.    at ConfigCore.FileSystemManagment.SetRigths(String Folder, String User, FileSystemRights Rights)   at ConfigCore.VirtualSitesManagment.SetSiteRigths(VirtSiteInfo si, Boolean assignRightsToInstanceFolders) -------------------------------------- Inner Stack:    at System.Security.AccessControl.CommonAcl.ThrowIfNotCanonical()    at System.Security.AccessControl.CommonAcl.AddQualifiedAce(SecurityIdentifier sid, AceQualifier qualifier, Int32 accessMask, AceFlags flags, ObjectAceFlags objectFlags, Guid objectType, Guid inheritedObjectType)    at System.Security.AccessControl.Discretionary

Hello,When pushing a bill via the API. Is there an option to override a default vendor retainage? I m pushing a Debt Adjustment via the api and because the vendor has a default retainage it’ s auto being applied. Is there a flag I can set during the PUT to /bill to set retainage to zero?Thanks

Greetings,I working on some customized notification templates for Invoices in SO.30.30.00. I have 98% of the template completed, however the need for the Invoice.Note element is missing from the AR Invoice/Memo list of data fields.Can someone suggest how to obtain the Invoice.Note for utilization in the custom Notification templates?The use case so far is for referencing original invoice notes on credit memos. The note functionality is a powerful feature in Acumatica and having it available can greatly increase information to the end usernotification recipient.Thanks.

I’ve gotten feedback that percentage complete revenue recognition functionality imbedded in the Acumatica Project Accounting module defaults to calculating revenue at the project task level. I have always seen those calculations done at the total project level, in large part because project billing milestones don’t line up neatly with budgeted cost line items. As such, I am surprised that Acumatica defaults the calculation to the project task level. I’m wondering if I’m missing something. For anyone who has implemented percentage complete revenue recognition automation in Acumatica, are you doing it at the project task level, or the total project level? 

I built a Generic Inquiry with all available Production Orders ready to be stocked/put away.  The hope/expectation is they would print a report out with the From location barcode, To location barcode (physical locations not barcoded currently), and the Inventory ID (some Inventory is not labeled with a barcode).I exported it to a report and copied existing reporting logic to create a report.  GI Data:  Report designer: Acumatica Report: Expected:  I have added new fields to existing reports, but my first new report is giving me some trouble.  I verified my URL is the same, everything ported over from the GI as expected.  All the field names match the table/column targets.  It doesn’t appear to be a barcode issue since the basic data fields are not populating.

Is there a way to generate a sales order and attribute it to an ongoing campaign to it. We sometimes have orders come in over the phone where we directly put a sales order in instead of putting them in as a lead or opportunity. Is there a space on the sales order where this can be put to account for the sale and attribute it to the campaign to track the success of it?  

What is the best way to find the reason that an inquiry comes up empty for a user?I have an inquiry using the POReceiptLine, POOrder, and SOOrder tables to show all inbound inventory (Things on a PO and things on an SO of type TR).When I (admin) run this, I get data. When my user runs this, he gets the title of the inquiry and no data at all (he has Delete rights to the inquiry).My User’s Screen:My Screen:  He can access PO Receipts, PO Orders, and Sales Orders (all of the tables I’m using). If I give him Admin rights, he gets the data. I don’t have any restriction groups for him. Where would you all suggest checking for this issue?

Has anyone had experience in adding a discount on an invoice when using Avatax to calculate taxes?  We are testing and the discount is showing in Acumatica but it is not passing to Avatax.Has someone been successful in using discounts?Thanks

I am trying to modify the vendor shipments packlist. I do not want it to show the type WIP on the report. Any suggestions?

Hi all,I am trying to build a GI to monitor quantities being sold on our finished good products against the bulk being used in said finished good products. I am using the INSiteStatus table two times to see both QTY Avail. in one row. The issue I am running into is some items (doesn’t matter if it is considered a finished good or BULK item) are appearing multiple times due to being in multiple location IDs. I want to use the total summed QTY Avail. on each item. Is there a way I can do this using the current tables or am I using the incorrect tables? See below for my set up and results.  

We have discovered a bug with the product configurator on the portal where if the rollup method is parent there is no pricing generated in the shopping cart during configuration.  We have tested this in 23R2 and 24R1 and this is occurring in both versions.  We have a client that needs to be able to use standard price lists for items on the portal that require configuration.I can create a support case for this, but I thought I might get some good responses here first.Steps to reproduce with demo data in 24R1Enable the product configurator feature under manufacturing Note: Item AMSHOWERTR is a stock item with a $230 default price in the stock items screen.  Note: AMSHOWERTR is setup in the configuration maintenance with the price rollup as parent.  This means the price at time of sale should only include the parent price.  (Image 1) Add the item to the Other Sales Category on the stock items screen (IN202500) so it shows up on the portal. (Image 2) Create a base sales price (AR202000) fo

all the check mark place have been gray out.how do i get it working 

Hi Everyone,We have a requirement to display the cumulative revenue for a selected period. Currently, in the existing Generic Inquiry DB-DASHBOARD GI 2, there is a field named Revenue that calculates the monthly revenue using the following formula:=IIf(LEFT([Account.AccountCD],1)='4', [GLHistory.FinPtdCredit]-[GLHistory.FinPtdDebit], 0).We have now created a new field called CumRevenue and need to calculate and display the cumulative revenue for the selected period using this field. Could you suggest an approach to achieve the cumulative revenue calculation and display

How to Prepare Generic Inquiry to FInd Out Days of Stock & Avg Qty Sold Perday.

Dear partners and customers,Please share with us how are you using Project Drop-Shipment feature in Acumatica. Do you need a receiving document for the order in case of project drop-ship (Generate Receipt option) or not (Skip Receipt Generation option)? Can you share your use cases when receiving document (receipt) is required? We would really appreciate your feedback!Daria Chuprova,Business Analyst Project&Construction

I am trying to extract approval information for journals including amounts. Challenge is how to extract more that one approver in one row instead of multiple rows

Hi,I was wondering if there was a way to update only specific data against an employee using the RestAPI.I noticed that there is a PUT method on the Employee endpoint. The issue I have found is that if I do not pass all data in the PUT request, it clears the data out of Acumatica.Ideally I would like it to only update the data I send in the PUT request and leave the rest alone. Is this possible or am I doing something wrong?

I am trying to copy a User Defined Field (UDF) from the UDF tab to the main Document tab on the AP Bills and Adjustments screen. One of our UDFs uses the selector tool to pick an employee name. Thanks to @dgross’s videos, I can move the UDF to the main screen, but the selector field is not recognized. I am getting this warning when with the customization The UDF is set up like this and is working when in its own UDF tab In the Customization, the Attribute (APAPPROVE) control shows TextEdit not Selector. I have tried multiple times to change to Selector and save it, without success. In some instances, the ID under Base properties changed from TextEdit to a selector, but the Controls still showed TextEdit and that is when I would get the error noted above (PX Selector Attribute is missing). Any thoughts on how to fix this?    

Does anyone know of a way to have the cash account and payment method on a new bill/adjustment default to a specific account based on the financial branch selected?  

We found an item that has a phantom quantity stuck in-transit. - Not sure how this has not been caught prior, but this is a very slow mover item.  I have a 2 step transfer that was done from 1 inventory to another.  full quantity was received, but a balance still shows on the inventory allocation as an incoming amount still to receive.  Not sure how to clear this.  This one item has 2 transactions 59190 and 59972 that are stuck like this,  No adjustments have been done on this item.  Lot # matches everywhere also.  you can see on the transfer, it shows zero in-transit qty available. 

Dear ALL,Please help us how to disable "OPEN" button after closing the Case.Acumatica Version: 2020 R1 Regards,NNT  

We are on a SaaS instance. In System Monitor we have many pages of “Requests In Progress”Are these hung processes that are really still running and reducing system resources? Is there anything we should do to stop these processes?

Getting a connection timeout error when trying to test the outlook setup. I’ve gone through all the steps and can login but when I click ‘Test’ I get the following: Its not getting to the server at all, I’ve got port numbers 443 for incoming and 80 for outgoing (confirmed by the client) I tried changing them to 993 and 587 respectively but that yielded the same result. There is no MFA on the account either.Any ideas what I can try to fix this?