Discussion Forums

Is it possible to change a custom user-defined field to utilize an auto-numbering sequence?For example, I have the following user-defined fields:Receipt Selector:Acknowledgement Receipt Collection ReceiptThen I have another user-defined field:Ref. Number: An auto-number generated based on the selected receipt.

I have create a new screen and showing wiki help of it, when I click on the (?) help button on my screen getting error ‘Object reference not set to an instance of an object.’   

Hi All,Hoping I can get a hand with an issue. When changing some settings in the warehouse I accidently said yes to this prompt. Now all of our purchase receipts and transfers are defaulting to the location set at the warehouse level instead of the defaults set at the item level. Does anyone know how to reverse this or fix it?

BackgroundThe Customer Statement only prints adjustments if the customer’s statement type is Balance Brought Forward. The ARStatementAdjust table is not populated if the customer’s statement type is Open Item.Business CaseCustomers with statement type of Open Item have requested their (monthly) statements to include lines that show adjusting document(s) which explain the difference between Orig. Amount and Balance statement-columns.   Note: We are aware of AR Balance by Customer that can show these details.QuestionsIs there an easy customization to make to populate the ARStatementAdjust table for statement type Open Item? Has anyone modified the Customer Statement report to use other AR adjust tables? If so, how did you handle ARStatementAdjust fields that drive critical calculations in the Customer Statement report, that do not exist in the other adjust tables? Are there any other options?Thanks,Dan

Something has changed with my site maps or with access rights. On some customization projects in the details I only see “SCREENS” in the left navigation. When I add a new project then save a Screen all navigation items besides “SCREENS” disappear. Any ideas as to why?Here is before save:  And, immediately after saving:  

Does anyone have a list of the financial institutions in Canada that are currently integrated with Acumatica for bank feeds? Thanks in advance,Kevin

I’m trying to create a report with sub reports, however despite my best effort, massive space shows up between the values. This is how I design the report.But it comes out looking like this.The 100 value is being drawn from this supreport.I’m honestly not sure where all the excess space is coming from, but it is making it hard to make a concise report. Is there a way to fix this?

We have created a special field for displaying the Inventory description on the Create Purchase Order screen (ID:PO505000).The standard Acumatica form will simply show the Inventory Item’s description field. However, since for special orders our customers frequently override the description on the sales order (or service order) we created an extension which is used in POCreate Graph.Basically, it will check to see if there is a value in the soline and use that if needed, and if not, it will take the inventory item’s description.The Field is defined as: #region UsrPOFixedDemandLineDescr public abstract class usrPOFixedDemandLineDescr : PX.Data.BQL.BqlString.Field<usrPOFixedDemandLineDescr> { } [PXString(256)] [PXUIField(DisplayName = "Line Description")] public virtual string UsrPOFixedDemandLineDescr { get; set; } #endregionThis is working fine in the PS505000 screen -- on my development computer.However, at the customer site, the field i

Hello,We are trying to customize our Acumatica login page. We would like to hide the native login box from the main login page, create a separate page for this and have it as NativeLogin.aspx, we were able to do this in our testing environment and a login box popped up and it was working. When we replicated this in our production environment it was not.We are using SSO with Azure AD, our tenant url is https://erp.sitelogiq.comAny help to get this resolved is greatly appreciated. Having the login page simplified will greatly improve user experience.

Hello, We have our Shopify store setup to use Available for Shipping. The On Hand amount is 1,423 but it’s in a quality location and cannot be sold. The available for shipping amount is 0. However, in Shopify it’s showing the total amount on hand. Does anyone know what can be done to fix this? Thank you!   

Hey team, I have just update to the latest of 2023R1 build 23.120.0004. Now I have downloaded 2023R2  23.206.0006 and installed it on the server, however, trying to run the update via erp config wizard, but im getting error that this build is newer and is not supported. What am I doing wrong? Im trying to update to 2023R2 and after move to 2024r1. Upgrade process has been interrupted. The database cannot be upgraded because your current build (23.120.0004) is incompatible with the build (23.206.0006) you want to install. Wait for the next update package that will be compatible with your current build.

Is there a way to assign a PI Cycle at the warehouse level, or is it only at the Inventory ID level?We would like to combine ABC Codes (inventory value) and Movement Class (inventory turns) calculations to assign counting classes.  Aside from calculating on our own and populating the ABC codes with an import scenario has anyone else done this?

We are getting this type of error on almost everything that needs to be processed. Users try for many times receiving the same error and eventually it goes thru and process. Sometimes it processes right away sometimes it takes several tries. Any idea what can be casing this behavior?Sample screenshot:   

Is it possible to automate the update In action along with the Confirm shipment action? I am able to see there are few topics related to this. But don't have luck to complete to full process.Please let me know if there is any chance.

hello all,I have been working on production orders. I have an item that has been received in the qty of 377, and then when I went ahead to create prod orders out of this 377, it shown me out of stock item.Highlighted below.Item ID : 00031381: The first line has the available qty of 272 which is fine, but for the one that is highlighted it shows incorrect release & avail qty. whereas out of 377, 270 has been used in the Prod order no. 1506 so I still have 105 available. But it doesnt show up in the highlighted line.But if I go to manually add up the item in the Material transaction it allows me to add up the figure same as that of required qty. for highlighted prod order.

I cannot seem to find anything on the API that returns currency exchange rates.  Is it possible to get to these?I have come across an answer stating that Acumatica uses https://openexchangerates.org/ internally as the source of exchange rate data, but if we have the exchange rates already it seems superfluous to have to subscribe to another service to get them.

Remove WMSHEADER Table in 2024 R1 - What is the replacement of this table? 

I added some custom columns to SOOrder in a customization project (under Database scripts) and they’ve been created in my database correctly in the SOOrder table.  I’m also able to view/modify these columns in the PXCachExtension with my C# code.  However, when I run a SQL query in SOOrder on these new columns, they always return as NULL.Question: How do I save updates to these new fields in the database?I’ve tried the following without luck:                    Base.Document.Update(Base.Document.Current);                    Base.Document.Cache.Update(Base.Document.Current); 

HiIs there anyone know how to add in a new Tax ID?Currently , we need one more new Tax ID , not sure where can we add in ? Is there any effect that we add in one more Tax ID?Thank you 

Hello! We are just starting to use the Advance SO Invoices for our Sales Orders and we are coming to an impasse when we go to release these SO Invoices. Receiving the error message “Object reference not set to an instance of an object” and we are unsure how to proceed.When I view the trace I see this error:Does anyone know how to get around this error?Thank you!

I am using multi base currency and it enforce restrict visibility to specific companies or group of companies, Is it possible to create a supplier or customer without this restriction being enforced. I extended the companies on the tenant as customer and vendors and the system does not force this restrict visibility rather it create a tab for balances with multiple currencies. Standard Vendor Extended Company as Vendor, the restrict visibility no longer has the asterisk  

Hello,could someone explain what is the difference between the sales quote created in screen CR304500 and the sales quote created in screen SO301000? When I should use which screen?

Hi AllIs there a way to configure Multifactor Authentication for Acumatica contacts on the Acumatica Portal?

Hi all, We are implementing the manufacturing module in about 3 weeks and had a scenario come up that I’m unsure of the best way to handle.  We use production orders for sampling new products.  We need to be able to log material and labor transactions against the production order, but we do not want the parts to stock into inventory.  I tried to adjust some settings but haven’t found anything that lets us do this.  Any ideas?  Thanks!

Hello - We recently upgraded to 24R1 and now seem to be experiencing issues when trying to import AR Invoices with Doc Descriptions exceeding 512 characters. I started looking into how to create a customization to expand this, but noticed it says the limit should be 4000. When I test importing via postman or manually entering myself, it continues to stop at 512. Does anyone know why this might be and how I can go about expanding?