Discussion Forums

Has anyone encountered this issue in 2024 R2? I have a sales order marked for production, and after completing the associated production order and moving the inventory into stock, Acumatica doesn’t pull that specific inventory when creating the shipment. Instead, it pulls inventory using FIFO or location priority, ignoring the production order inventory.Example:Sales Order 123 has one line marked for production, with the Production Order linked - XYZ. Production Order XYZ is completed, and the inventory is moved into stock to location ABC (via the Move Transaction on the Production Order). When creating the shipment, Acumatica pulls inventory from another location, even though the sales order’s line details so the associated move.I don’t recall seeing this issue in 2024 R1. Has anyone else experienced this?

Hello - I released a credit card prepayment towards a sales order and only after did I realize it was the incorrect branch. How do I correct the branch without voiding the CC payment to avoid running the card again? I did already try to reclassify through opening up the journal transaction it created but I get the “Some transactions of the batch cannot be reclassified. These transactions will not be loaded” message and it does not allow me to change the branch on the ones that are incorrect.Thanks,Miriam

Hello everyone, I have a custom screen which uses the same view for multiple grids.I have converted the screen to the modern UI but only one tab actually has a grid:The others look like this:This is my html:<qp-tabbar id="CstPXTab13"> <qp-tab id="tabAssembly" caption="Assembly"> <qp-grid id="gridAssembly" view.bind="Details"> <field name="PressNo"></field> <field name="PressID"></field> <field name="Core"></field> <field name="BatchNbr"></field> <field name="StartTemp"></field> <field name="FirstTime"></field> <field name="LastTime"></field> <field name="FirstTime"></field> <field name="OpenTimeMin"></field> </qp-grid> </qp-tab> <qp-tab id="tabPressSettings" caption="Press Settings"> <qp-grid id="gridPressSettings" view.bind="Details"> <field name="Pressurepsi"></field> <field name="StartTimePres

I am migrating to Acumatica ERP and have lots of stock information i want to import to the Description found under the Description Tab.Is there any special way of creating the scenario

I’m working on a new project and I could use some help with the steps I need to complete.  I’m trying to automate the importing of data from an external source on a nightly basis.  Here is what I have:External system exports multiple files to an FTP location on a nightly basis. I configured a data provider to connect and sync to the remote FTP location. I wrote an import scenario to import the external file.Here is my problem.  I can successfully run the import scenario with a single file, but how do I do it for multiple?  When I perform the “File Synchronization", I end up as multiple versions (one for each new file).  How do I configure Acumatica to execute my IS nightly and to import all the new files it finds?  

Hello, our clients who utilize Shopify as order aggregator for Facebook, Instagram, etc. report that the following error happens often:The following tax IDs received from the external system are too long and cannot be saved: METROPOLITAN ATLANTA RAPID TRANSIT AUTHORITY Local Sales and Use Tax. Map these tax IDs to tax IDs of up to 60 characters in the SPCTAXCODES substitution list on the Substitution Lists (SM206026) form.Manually fixing these issues is time consuming and our clients fear to expand their marketing on the 3rd party platforms, because many orders will fail importing into Acumatica.Question:If we programmatically change the length of the TaxID field to 100 characters, will the error go away? Or do we also need to change some business logic in the code?Thank you!

We went live this week and have major issue with Marketplaces. We do not want our Marketplace orders to calculate tax in Acumatica but need our sales to report to Avalara for our automated remittances..Avalara has a set-up for marketplaces on their side but it is after taxes are calculated in Acumatica. We need to stop the tax from being calculated in Acumatica and still have the sales send to Avalara for our automated remittances. If we select: "Disable Automatic Tax Calculation" sales do not automatically send to Avalara and we need to find a manual export/import to resolve. If we select: "Override Tax Zone" sales do not automatically send to Avalara and we need to find a manual export/import to resolve. If we enter a "Tax Exemption Number" into Acumatica for that customer - it worked on staging. It did not calculate and sales sent to Avalara. In production it is randomly still calculating tax. PLEASE HELP!

Hello,I’m facing an issue which  I believe a bug in the system. Have you anyone experienced this? I would appreciate your comments. Test ScenarioCreate an Item with product configurator with few component items. Set the price of component Items in the price list. ( I have set a customer price class and price is based on price class of the customer) Create a sales order with the configurable item. The price of the configured item will be calculated when the item is configured. Then change the price of the component items in the sales prices and recalculate the prices in the sales order.This does not change the price of the configured items. I tried unfinish the configuration and finish again. It did not change the prices as well. Is there any other way to change the prices of the configured items upon price revision? And do you think this is a bug or what is the workaround?Thank you,Dulanjana 

The report only has one table, INLocation.  I want a parameter linked to LocationCD to be a lookup.  I cannot get that to work.  Here is my setup: What are the rules for adding a lookup parameter to a report?

Hi, I am trying to get the total of the sales order (together with all the charges/discounts) I tried using the field [SOOrder.CuryOrderTotal] but when I tried to get the sum, it seems that it is getting the sum of all the line items. Do I filter them and how?Thanks so much in advance!

Hi CommunityI imported some assets with GL Update off, but now need to post these transaction to integrate with GL. Plus the asset is showing unreleased transactions and I can't calculate the depreciation.I can't see any transactions to release although they are displaying as unposted. Is there any way I can correct this please? Many thanks 

I have code that opens a new tab to an external URL like this (builder.Uri is just referencing a url):throw new PXException($"Redirect0:{builder.Uri}$target=_blank")This fails on mobile. I assume maybe because the mobile browser doesn't recognize it? If so, does anyone know how to launch an external web app from the Acumatica mobile app?

Hello,Would someone kindly be able to assist me in creating an HTML If statement for an Email Template. I am used to creating them in Report Designer, and not in the HTML of an email template. I have tried using the Acumatica AI, but still no luck. This template goes out when a Shipment is Confirmed, and I have a table for the Tracking Numbers.I would like the statement to say, IF ((SOPackageDetail_trackNumber)) has a value, display the table, IF it does not have a value, do not display the table. <p class="MsoNormal" style="line-height: normal;"><font face="Arial, sans-serif">Dear Customer,<br><br>This is an automatic email to notify you that Order # <span data-field="yes">((SOOrderShipment_orderNbr))</span> has been shipped with Shipment # <span data-field="yes">((SOShipment_shipmentNbr))</span>. You can find a copy of the shipment confirmation attached to this email.nbsp;<br><br></font></p><p class="MsoNormal

Hello,I am creating a check layout, and I am running into an issue with the location of the Date field. I need to move the Date field up slightly to be above this line:but in Report Designer, it is already at the top of the layout and I cannot move it further up.   Any suggestions on how to get this field moved further up?Thanks!

We are using a subreport for a Packing List. There is one item, quantity of over 900, each with its own LotSerialNbr. When printed from the subreport, all of the LotSerialNbr’s print on one long sheet of paper and we would like to break that up into at least two or more pages. I’ve tried using “Keep Together”, “Page Break” to After, Before, BeforeAndAfter, including a =’Page: ‘ + [PageOf]] in the subreport pageFooterSection1.

Is there a report/ inquiry in Acumatica that shows the check# and invoices it was applied to by vendor? For example: 

Is it possible to change a description on an AP document once it has been closed, or do I have to reverse it and start fresh?

We are newer to Acumatica and our financial dept needs a report that gives them the vendor name address tax ID and sum of all purchases made. I am trying to build this in a generic inquiry based on the payments and applications inquiry but when selecting TaxRegistrationID from the Vendor object is shows up blank. Would anyone have any tips on how to create this report? 

Does anyone know if there is a specific setting so that the Email Template works the same on invoice screen from Actions > Email vs Actions > Print and then Email from the Invoice. I have set the template on the invoice in Report Writer and have the same invoice template set up on client and project and AR preferences. The Actions > Print and then email template is showing the DAC Labels instead of the DAC values. I have another tenant that works fine and the settings are exactly the same between, but this is a new template I have created and it just seems like it is a bug. I know I can build out the body, email, etc in the Report Designer and I have done that for some of the fields as simpler, but it seems I should be able to manager it in the Email Template.  First screen print is what is received via email (showing DAC Labels). Second screen print is the template itself. When on template I can click on Preview and it looks fine. Note when invoice is sent out via Actions &gt

HI,I’m wondering how I can use the Acumatica Apis to retrieve the price for an item based on the inventoryID and the CustomerIDI’ve found the /entity/Default/20.200.001/SalesPricesInquiry API - I can use this to get the base price and the customer specific price.From what I understand in the Acumatica ERP there is a hierarchy for the price as follows Customer SpecificCustomer Price Classand then finally Base priceSo it appears that I could figure out the price for an item by making an inquiry for each of those steps and using the first one that returns a price?I feel that this is not a great solution though because this is getting into the details of the business logic of Acumatica. Is there a way to send the information for the Customer and Inventory ID to the API and just get the price?

I have a new processing screen set up with a column for OrderNbr.  The view is created from: public SelectFrom<SOOrder> .LeftJoin<Note>.On<SOOrder.noteID.IsEqual<Note.noteID>> .Where< SOOrder.orderType.IsEqual<wOOrderType> .And<SOOrder.shipVia.IsNotLike<intlShipVia>> .And<SOOrder.shipVia.IsNotLike<dropShipStart>> .And<SOOrder.status.IsEqual<SOOrderStatus.open>> .And<SOOrder.ownerID.IsNull> .And<Note.noteID.IsNull .Or<Note.noteText.IsNull> .Or<Note.noteText.IsEqual<Empty>> .Or<Note.noteText.IsLike<signatureWaived>>> .And<SOOrder.curyOrderTotal.IsLessEqual<orderTotalMaxSpend>> .And< SOOrder.paymentMethodID.IsIn< paymentMethodAFFIRM, paymentMethodPAYPAL, paymentMethodAFTERPAY, paymentMethodCCARD>

Hello,I was wondering how it is recommended to set up third-party sick pay in Acumatica Payroll? For example, should it be an earning type, a tax attribute, both, etc?The third-party pays the employee, but we have to withhold appropriate taxes and report wages on both form W-2 and 941.Thanks!

I cloned and modified the Purchases GI. I need to modify this GI to pull only non-stock freight items that equal freight, the costs for that PO line and the Sales Order number linked to that PO Line. I attempted it but not having luck. Here is my GI attached. Any guidance would be appreciated. Thanks,Frances  

We often have multiple Vendors for an Inventory Item. The Stock Item / Vendors tab allows different Purchase UOM to be designated per Vendor however, these only apply to “the stock item in released AP bills”. “The UOM specified in this column is not copied to the UOM column on the Details tab of the Purchase Orders.”Does anyone have a solution to the problem of ensuring the correct UOM for a specific Vendor is set on the Purchase Order? For example.Vendor A only sells an item as a CASE or 4 EACHVendor B only sells the same item as an EACHVendor C only sells the same item as a BOTTLE, which is the same an an EACH.All vendors want the order to be in their specific UOM. If not shipping and / or billing errors occur.The item is purchased from Vendor A 90% of the time we set the Purchase Unit as CASE. However when a po for Vendor B or C is entered this auto sets the UOM to a CASE. The only way Acumatica seems to provide for this scenario is manually switching the UOM. However knowing which

Hi everyone,I’m new to Acumatica, i made a custom processing form, the grid of this from contains soLines fetched using this code:  public PXFilteredProcessingJoin<SOLine, SOFilter, InnerJoin<InventoryItem, On<SOLine.inventoryID, Equal<InventoryItem.inventoryID>>, Where<Current<SOFilter.orderType>, IsNull, Or<SOLine.orderType, Equal<Current<SOFilter.orderType>>>>, And<Where<Current<SOFilter.inventoryItem>, IsNull, Or<SOLine.inventoryID, Equal<Current<SOFilter.inventoryItem>>> SOLineFiltered;I set the DataMember for the grid to SOLineFiltered, and the records were fetched successfully.the problem is that the filter fields are not working, when i choose IN for example as ordertype and 11111 as inventoryID the grid is not updated.can anyone help me on this?