Discussion Forums

Hi all,I was asked to write a GI/report and I’m banging my head figuring out how to do this.We want to write a sales order history report with a date range, say month to date. Easy enough I can setup parameters for that.What my sales director would like to see is -- for the items that were sold this week (or month), when was the last time that item was ordered?So for instance --ABC-123: 01/27/2025 - $3000 USDABC-123: 07/01/2024 - $1900 USDI’m trying to think of ways to limit showing just the last/previous sales in the result grid for that stock item (or I could show the last order date from that specific customer, we’re not really as concerned about the item itself, moreso about when the customer last ordered).Any thoughts? Could I do something in the results grid to show the previous order data and limit it to just that previous order?Thanks for any ideas! 

My team used to have word document that we would use to create shop employees' numbers for the purpose of operation scanning.  The document was erased, and we have to re-crate it.  Are there any instructions or template we can use to replace the lost document?  I tried a simple a word document with a barcode, but it didn’t work.  Any ideas would be helpful.

I received inventory in multiple UOMs using the conversion factor below my base UOM settings. Now I need to view the inventory summary in the two received UOMs. How can i see the 100M units and 1M units as two separate lines on inventory summary?    

For those of you that know me…. I will be retiring March 31 from Collins Computing and will be traveling, hiking, and trail ambassador on the Appalachian Trail.Thank you to everyone on the Acumatica and Collins teams for guiding me through the last 7 years Thank you Aliya and Luis for the start on my Acumatica journey Thank you L1, L2, and Product teams for your support and knowledgeThank you to Randy and Steve for the great team and experience at Collins Thank you to all my teammates over the years Feel free to reach out anytime @ facebook.com/hiker676  

Can anyone suggest a acumatica course other than the one being taught at https://openuni.acumatica.com/courses/development/t190-development-quick-start-in-customization/ I really wanna learn the whole framework ASAP.

I am running into an issue where when I access the Default BOM ID from the manufacturing tab within Stock Items it pulls up the archived BOM revision instead of the active BOM. From the active BOM, I have selected ‘Actions’ → ‘Make Default BOM’ however it still routes me to the archived BOM even after trying to log out and back in to see if that would trigger the change. Anyone else having this issue? We are currently on 2020R2

Hi,I am trying to reference a link to the audit history, specifically the key specified in the URL. I assumed it would be the NoteID of the referenced entity but that does not seem to be the case. For example, I ran audit history on SOOrder and the link was ‘http://localhost/mysite/frames/audit.aspx?key=1404011d-28a6-4cd1-bb92-f473716f2831&preserveSession=true’. I cannot figure out what the key represents.

Hello, When doing a git pull, the acumatica site goes offline and I would have to delete the app_offline file to restart. Why would that be happening? Is there a file I should be ignoring from my solution when pushing to git? Thank you

When I try to make a connection to live Acumatica instance (2023R2), I get this error. We just purchased and activated the Shopify connector last week.Acumatica Error: You have insufficient rights to access the ShopifyStore (BC201010) form.Is there a feature that I miss enabling? Thank you! 

I am looking for a way to look at a multi-level BOM that shows a complete breakdown of make vs. buy on all levels of each part within it.  Ultimately, I want to understand what the total standard time is for the BOM.  

Hi,We are trying to create a business event that sends and email when a shipment is confirmed. We have the business event working but for some reason the attached PDF of the Shipping confirmation is attaching without including any information about the shipment. I have attached a copy of the PDF that is being attached and one of what we would expect to see. Is there some step we might be missing that would allow the template to include the data in the confirmation PDF?

We have a user who’s last login on his user profile (SM201010) shows as two days ago, but the Status field on his user profile (SM201010) still shows as Online.  He is not currently doing anything in the system.   Just curious, does anyone know how/when that field resets to Active? Thanks,Andy

When running the 12-Month P&L Rolling ARM report in Acumatica based on the Budget Ledger, the report still displays values from the Actual Ledger. The Column Set or Row Set in the report is not specific to any ledger.Has anyone experienced this issue before? Could it be related to the report configuration or a missing setting in the ARM definition? Any insights or guidance on resolving this would be greatly appreciated!

Is there a method / config to restrict a ship via code for a warehouse.  That is warehouse A does not have ability to ship via carrier A but warehouse B can ship by carrier A therefore customer would like to restriction the use of carrier A (ship via) with order for warehouse A.I do not think this can be done out of the box  

My customer want to configure the users for they only can transfer to one location, this is possible?

I want to lock, not allowing further updates, to my forecast. 

How do we set up a Restriction Group for Business Accounts? It seems an Entity Type is required to set up a Restriction Group, but in Restriction Groups there is not an Entity Type for Business Accounts. We are trying to restrict view and access to the Business Accounts to only the Owner of the Business Account. Thank you. 

Hello,I am currently working on customizing the Acumatica mobile app and am trying to implement a PXCompanyTreeSelector attribute for the Workgroup field on my screen. In the web application, the field is configured correctly as a hierarchical tree selector, and it works as expected.However, when I add this field to the mobile app using the MSDL, the field appears as a simple text input, not even a dropdown or selector. I cannot see or interact with the tree structure at all.How does the Acumatica mobile app handle fields with a PXCompanyTreeSelector attribute? Is it possible to display a hierarchical selector in the mobile app? Are there any workarounds if the tree selector is not supported in the mobile app?I’d appreciate any guidance or examples of how to properly implement a PXCompanyTreeSelector field in the mobile interface.Thank you!

The out of the box system does not let you specify any other type of account for a Vendor on an ACH (NACHA) export from AP. Follow these steps to fix:Go to Banking → Preferences → Payment Methods Select the Payment Method ID of the profile that you want to update, mine is ACH Click the “SETTINGS FOR USE IN AP” tab Click the + to add a new line ID Description Entry Mask Validation Exp 5 Account Type (Chk=22, Sav=32) 00 ^\d{2,2}$   Save  Go to Integration → Profiles → Export Scenarios Select “Export AP Payment to ACH” or which ever one you use Click the + to add (3) new lines Field Values Source Object Field/Action Name Target Field/Value vendorPaymentSettings @VendorPaymentMethodDetail.detailID ='5' vendorPaymentSettings DetailValue CCD_TransactionCode vendorPaymentSettings =IIF([CCD_TransactionCode]=null,'22',[CCD_TransactionCode]) CCD_Transact

Is there a way to include the record note when Export to Excel? 

Hi! Right now we have a dialog box created for the ‘Close’ action on the cases screen for case owners to put in closure notes when closing a case.Is there a way to also add a pop-up note/reminder when user hit ‘close’? Are pop-up notes and dialog box the same in customization? Thanks!

I’m looking for a way to ensure that when I convert a project quote into a project, the descriptions of the cost codes reflect the individual cost code descriptions rather than being aggregated in the revenue and cost budgets. For instance, if my cost code 15-100 is labeled as “Hardware,” I would like the project to display “Hardware” instead of the “aggregated: material”. Is there a way to ensure the cost code descriptions are carried over from the quotes to the projects?Project Quote Project Cost BudgetThank you!Gisele

Hi!I would like to have the Purchase to Order po source set to create a Purchase Order with the Shipping Destination Type set to “Customer” rather than the default of “Warehouse”. Can anyone point me in the right direction on how to make this adjustment? Thank you   

Hi,Can someone help me find the way to delete the T4 batch for submission in Payroll ?I can delete these other batches but not this one.Picture below for referenceThanks

Hello all,I would like to know the steps to following after we setup the fiscal year, import the balances in the Journal transactions.Thanks in advance.