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How to use Modulus (mod) expression in report designer?

Help! We added the second parameter today to fix the Approval GI (My approvals) filter because people could not see their subordinates expense reports because we made a change to the approval map for expense reports. That was this morning. Now this afternoon leaders are saying that they cannot see their Purchase Orders. The purchase order approval hierarchy is based on workgroup. Simple logic would say we have an OR statement. If we uncheck the second line, then the leaders can see their Pos. Very annoying. Any advice?   

Hello,I am having trouble with one of my reports that compares balance sheet accounts for the current financial period vs. prior financial period. The issue I’m running into is the the prior current period formula isn’t calculating to the last day of the prior month. It only seems like it happens when the current month has 30 days and the previous month had 31 days. Any help would be sincerely appreciated!! This is the formula that we are using:Financial Period for 11/2024Financial Period 10/2024Regards,Brandon McIlhargey

We have setup Acumatica to work with ACUPAY the test works fine but when we try to process a payment we get  UnauthorizedTimestamp is in the future (1736214460)0401.our system time and  client time is correct. Thanks

As we try to track down the root cause of performance issues (with limited tools, since we don’t have server visibility), I’ve considered moving us from Acumatica Cloud to a private cloud.  For the cost of adding dedicated resources to our Acumatica Cloud hosting, we could spin up some pretty substantial resources out in Azure that we could directly manage.I know there are license/subscription concerns to be addressed with our partners, and I’m not too worried about those right now.  I’m more curious if anyone has made this move, what led to the decision, what the process was like, and if you feel it was a good decision in the long run.

hi everyone,Can anyone give me insight about this kind of error in AP Bill module - CM Error: An error occurred while saving Currency Info for the table 'APAdjust'we are currently using Acumatica Cloud ERP 2023 R2Build 23.211.0017 +Please see attached screenshot for your reference of my inquiryHoping for positive replyThank you-ggil   

Hello!I want to create Prepayments for Suppliers using the Journal Vouchers window, but also does not let me release the transaction as Prepayment has approvals. Is there any way that we can release the voucher but without releasing the Prepayment and have it the approvals?Amanda

Reading the various entries with similar issues, this seems to be related to restriction groups.  However, my specific scenario is for Receivables > Invoices and Memos -- Credit Memos only. Same customer, same branch, etc. I can open the invoice.  Can open Invoices for other customers, but not Credit Memos.  Any ideas?  

I have requirement to import existing customer contracts for which I have already started billing. What would be the best approach to create existing contracts through an import scenario.  TIAMichelle

I am setting up FedEx and UPS integrated shipping, however, my team is needing to send Paks, which I don’t see the option to create within Boxes. How do I create this shipping “box” so the APIs detect the right shipping size?

I am trying to create a new processing screen which only shows sales orders with specific criteria.I have the following at the moment which works and allows me to process sales orders to assign the current user as owner. This is the start of a more complex process but I just need to get the basics working currently: using System;using PX.Data;using PX.Objects.SO;using PX.Data.BQL.Fluent;using PX.TM;namespace PPCustomOrderProcess{ public class AIProcessOrdersCust : PXGraph<AIProcessOrdersCust> { public class wOOrderType: PX.Data.Constant<string> { public wOOrderType() : base("WO") { } } public class paymentMethodAFFIRM: PX.Data.Constant<string> { public paymentMethodAFFIRM() : base("AFFIRM") { } } public class paymentMethodAFTERPAY: PX.Data.Constant<string> { public paymentMethodAFTERPAY() : base("AFTERPAY") { } } public class paymentMethodPAYPAL: PX.Data.Constant<string> { public paymentMethodPAYPAL() : base("PAYP

Customer is asking for guideline that things to review when users are reporting performance issue Is there a document available for this ?  Has anyone create one ? 

Example:We purchase feather meal in a pallet of 50 bags (that is one stock item), we then do production orders to create single bags of feather meal, and that feather meal is also used in mixes.If we want to purchase pallets of feather meal once a year, how do I tell what my demand is based on past sales orders of all forms of feather meal and all mixes that feather meal is used in? We have BoMs set up for all of this data.On a second note this is our first sales season with Acumatica so we do not have sales history in Acumatica. Is there a way to put that information in Acumatica to help calculate that total needed?I thought Forecasting was the solution for this but it doesn’t seem to be (but maybe I don’t understand forecasting well).Thanks!!

Hello, We have Shopify connected to Acumatica. I have the Sales order entity attempt 100 syncs for sales orders before the status changes to Aborted. Sometimes our stores get really busy and the inventory can be off, so a sale takes place when the inventory doesn’t show up in Acumatica, thus the order fails to sync. The staff don’t make the adjustments for a few days, so it fails 100 times. When they finally correct it in the system, I have to manually sync the order from the Sync History screen to get the order to go through. I want to automate this process using an import scenario, but it doesn’t appear to be working. Any help is appreciated! I have the data provider set up to look for orders on the Sync history screen that are in the Aborted Status. Then I take the External ID from Shopify, select it, and try to sync. The import scenario says it runs successfully with no errors, yet nothing happens. 

HI, We are trying to run a few import scenarios one after the other. We want to import customers then customer notes then customer locationsThere are 3 separate scenarios that accomplish this. What is the best way to accomplish this? Is scheduling them via the Process Import Scenario screen the best way? Or is running them one at a time the best way? Thanks in advance! 

Hi Everyone,I am currently facing an issue when inserting values into the database. The DAC has default values for certain fields, but whenever I insert new data, these default values are being overwritten, even though they should be retained automatically.Could you please advise on the best approach to ensure that the default values are respected during the insertion process, and are not affected by the data being inserted?Any assistance or guidance would be greatly appreciated.this my code int linenum = EstimatePriceBreaks.Select().Count(); AMEstimatePriceBreak PriceBreak = new AMEstimatePriceBreak {     EstimateID = row.EstimateID,     RevisionID = row.RevisionID,     LineNbr = (linenum + 1),     OrderQty = Total_Qty,     UnitCost = Total_Price,     CuryUnitCost = Total_Price,     CuryExtCost = sum,     ExtCost = sum }; EstimatePriceBreaks.Insert(PriceBreak); Base.Actions.PressSave(); Base.Caches.Clear();Thank you in advance for your time and support.

I’ve created a custom header/detail screen to help us with physical inventory review and reconciliation. Physical Inventory is always on a tight timeline, and we really need to somehow be able to have multiple users working on the same document simultaneously.Obviously they still shouldn’t be allowed to modify the same detail records at the same time, but I want to allow both to access and update different lines of the same detail document at the same time.  Is there any way possible to do this? I appreciate any ideas.

When reviewing the Cash Account Details screen, the beginning and ending balances change when the Include Unreleased checkbox is checked or unchecked.  The debit and credit amounts do not change and there is no change in the listed documents.The first test was to set the start date back before the initial go-live date through to tomorrow’s date.  In that scenario, nothing changed when the Include Unreleased checkbox was toggled.Moving the start date up to 10/31 through tomorrow’s date started the beginning and ending balances to change.  As the date is moved up closer to today’s date, the amount of the change in the beginning and ending balances changes. I have reviewed the reconciliation statement that is on Hold and could not make any changes there that affected the beginning and ending balances, but I did note that the earliest unreconciled document was dated 10/31.  The difference in the begging and ending balances did not equal the amount of the un-reconciled document.When I look

Hello,I am wondering if there are any recommended handheld computers that work with the Acumatica WMS app. I came across an article detailing the barcode scanning devices supported by Acumatica’s WMS, but the article is from four years ago, and we are now using Acumatica version 2024 R1.Article: https://community.acumatica.com/how%2Dtos%2Dand%2Dfaqs%2D240/warehouse%2Dmanagement%2Dfaqs%2Dscanners%2D462We have the Honeywell CT60 (link) that we purchased three years ago for our previous ERP system and recently used for an inventory count in Acumatica. However, we encountered issues with the number pad, and the Enter key did not function when setting the quantity.I am curious if anyone has tested other handheld computers that work seamlessly with all functions in inventory counting and picking process.

I'm getting a primary key violation on the CRCaseCommitments table in 24R2 when adding Activity. Has anyone experience this?

Has anyone found (or created) a Project Cash Flow report? It would be great to see payments received, and bills paid by project.

Meet Andre St. Amour our Acumatica Community Featured Member for December 2024. It’s great to have you as part of the Acumatica Community ​@andrestamour43!Hello everyone! I am Andre St. Amour, a Sr. Business Analyst for the Manufacturing team here at Acumatica. I have been with Acumatica for three and a half years. I originally started my career as a Manufacturing Engineer in the Cleveland Ohio area. I have gone through an ERP re-implementation and helped customize a different ERP system to meet the needs of that business.I Joined Acumatica in 2021 when I moved to be closer to my now wife in Columbus Ohio. I have enjoyed learning to think about software for a whole industry vs at the company level and the different challenges that this can bring. My favorite part of the job is getting to interact with our customers to learn about their unique businesses and products. I love to read and respond to posts on communities to connect and help others between each Summit.In my personal life, I

Hello,One of our customer has the below requirement.In the Bills and Adjustment form, we have enabled a new field to record the  contract number. Our customer is getting bills (Supplier invoices ) for utility expenses from their suppliers and our customer is recording each bill against a particular contract number. If the bill count is exceed 2 for a particular contract the user needs to get notified through an email. As an example:Lets assume we received a utility bill from supplier ABC for the contract 001. Then again we received another bill from the supplier ABC for contract 001. At this point, we have two bills against for the contract 001. Assume we are getting third bill for the contract 001. Once we entered the third bill to the system, system should generate and email.How can we cater this requirement?TIAMichelle

I am unfamiliar with anything involving the Microsoft SQL Server.  I have downloaded the Microsoft Server 2022 Developer from microsoft, but when I try to deploy a new instance of Acumatica it begins and then just disappears when it starts the DB install.

I’m try to add a user defined field to the production order page, so our employees can enter certain data on Production Orders. However, under the customization tab, I don’t see the option for user defined fields like in Sales Orders. Is user defined fields an option in POs, and if so, how can it be activated?