Discussion Forums

Hi all, How do I access the link I posted to acumatica without having an acumatica account to log in. I have successfully attached the link to the email, but I don't know how to let people outside access itThanks in advanced

Hi Team, Can some help in showing some examples how to modify a Production ticket that once printed will also print a PDF file attached to the releviant BOM ie Part Drawing!I understand the BOM Schema needs to be included in the Production Ticket Form, but how to link it to the BOM.

Our client has SSO installed, and have more than 30 users with the SSO, but seems that 2 users are not receiving any emails, there is an error for Full mail box, but this is not the case for the 2 users that are having the issue. Acumatica emails are being sent and processed with no issues, our client reviewed the users and nothing seems to be out of order with those users. If someone has had a similar issue and was able to solved it let us know, I appreciate the help.Error: ‎554 5.2.2 mailbox full; STOREDRV.Deliver.Exception:QuotaExceededException.MapiExceptionNamedPropsQuotaExceeded; Failed to process message due to a permanent exception with message [BeginDiagnosticData]Cannot get ID from name.

Hi! I saw this post on how to enable modern UI for 2023 R1: New UI in Acumatica 2023 R1 (23.100.0138) • Everything Else • Acumatica User Group ForumsIs this how to enable modern UI in 2024 R2 as well? If not, what is the correct way to enable the modern UI?Thanks!

Hi all,We have some timing issues in some European countries where we need to report VAT and Acumatica is using the Invoice date to make the reports, so we end up “sending” some late invoices to the next period. We are wondering if we can configure Acumatica to prepare Tax Reports based on the Invoice Posting Period instead of Doc Date?Thank you,a.

Hello, I've added two push notification of type WebhooksThe first One working perfectly and it's set to read data from the Genric Inquiry  the push notification is firing and the webhook URL receive response without issues.The other one whch read inventory updates and available qty is the one that we have a problem with and can't make it work,  this one was created also based on the generic inquiry this one is set to push notification to the same end point as the first one I see that the generic inqury working well and grap data, but the push notifications is not firing. The push notification has beened added and configured the same way as the first one but not sure why the second one doesn't work, is there any reason on why this happening Best regards

I have developed a custom report which display data related to CashAccount. I need to sort the Cash Account according to the alphabetical order of the [CashAccount.Descr] field. But it is do not works as expected. I have added a grouping according to the CashAccountID. I tried changing the sorting field with few other data fields. But nothing works as expected

Has anyone had any luck printing a label per package on the Acumatica shipments screen? Looking to print a custom shipping label per package. 

Hi I want to modify the Parent Lot/ Serial Nbr to only show selector records where the value is greater than 0 in remaining quantity.I’ve tried to modify the selector using this approach below and it does not filter as expected.[PXSelector( typeof(Search<INLotSerialStatus.lotSerialNbr, Where<INLotSerialStatus.qtyOnHand, Greater<decimal0>>>),Any help would be appreciated, thank you!

I need to restrict purchase orders to only those a user created or owns. I’ve put conditions on PO primary list and restricted access to certain buttons on the PO entry screen. This works, but there are several loopholes. One is that user can still use search bar to find any PO. Is there a way to restrict access to search for certain user roles?Thanks in advance for input. 

Hi everyone,We’re experiencing an issue with one of our GIs where we need to filter for empty lines in a specific column. We’re using the ‘Is Empty?’ filter, but it doesn’t seem to display all the empty lines.For context, we know there should be 10+ empty lines, but only 1 line is being shown.Has anyone else encountered this issue? If so, do you have any suggestions or fixes?

Hi, we are trying to delete a Tax Zone but encountering an error that it is related to a tax transaction that I cannot seem to find. Is there a way to deactivate it instead? Thank you so much in advance. tax 

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.  

There will be no "Ask a Question, Get an Answer" for this week. We will try and get a catchup one done next Friday. Please check out last weeks’ to see if there are any remaining to help with. Ask a Question, Get an Answer - December 9 - December 13, 2024 - Can use some extra help this week! Thank you everyone for your efforts and Happy Holidays!

Is there any way to view Cost Layers for a given inventory item? We are looking into switching to FIFO from AVG and we need a way to be able to view all cost layers for an inventory item.

Good afternoon!I wanted to pass along a “How To” for a great/simple (and underutilized) feature in Acumatica Generic Inquiries that allows users to add the functionality to run reports directly from the Generic Inquiry Results grid.In the process below, a report has been added to print PO Receipt Line Labels, on demand, directly from a Generic Inquiry. Please see the following steps. Create the Report (ex. Receipt Labels) Create the Generic Inquiry. Under the “Navigation” tab, add the report and assign the needed “Navigation Parameters” from the GI Results to run the report.  Under the Results Grid tab of the Generic Inquiry, create a new line, and assign the “Navigate To” for the screen added in the step above. (you can also add the “Navigate To” report to an existing field in the report if you prefer) When you run the Generic Inquiry, you will see the hyperlinked option, at the line level, to immediately run the report on demand.  Hope you find this helpful!

Client entered a sales order for quantity of 96 with a linked PO to the vendor for 96.  They received 90 in on the PO.  They shipped 90 and invoiced 90.  The SO & PO shows the remainder of 6 as still open.The issue is the shipment SO302000 shows a shipped qty of 90, an ordered qty of 90 and 0 Open quantity.  On reading the help menu, the open quantity should be the true open quantity of 6.When the client did a similar scenario but with NO linked PO, the shipment showed the open quantity amount.I have reviewed both the vendor and customer set up to see if a setting was causing this issue, but cannot find what is driving the open quantity to be 0 on the Shipment.  The client is on 2024 R1 build 24.114.0020.Any help would be greatly appreciated.

Hello! I am trying to create a GI that shows Non-Stock Kit Availability based on the availability of the component items.Where if at least on component item is not available, then when you filter by the kit item, either nothing shows up in the GI or there is a field that display a zero availability of the kit item. This is the formula I am working with: = IIF (Floor((IsNull(  [INSiteStatus.QtyAvail], 0 )  / IIF ([INKitSpecStkDet.DfltCompQty] > 0,[INKitSpecStkDet.DfltCompQty] ,1 ))) < 0 , 0, (Floor((IsNull(  [INSiteStatus1.QtyAvail], 0 )  / IIF ([INKitSpecStkDet.DfltCompQty] > 0,[INKitSpecStkDet.DfltCompQty] ,1 )))))Picture below, because the component items shows zero in the available column, nothing should show up for this kit inventory item.  Does anyone know if this is possible? My formula currently returns zero for all items, any idea on what it should look like? Any suggestions are appreciated!Thank you!

I cannot seem to work out the correct syntax for using “Is In” in a GI condition. For example [ColumnX] is IN (‘ValueA’, ‘ValueB’, ‘ValueC’).For ‘Value 1’ in the GI condition tab I have tried:(‘ValueA’, ‘ValueB’, ‘ValueC’) ‘ValueA’, ‘ValueB’, ‘ValueC’ “ValueA”, “ValueB”, “ValueC” ValueA, ValueB, ValueCI have even tried creating a COMBOBOX parameter and assigning that as the Value.Nothing works, the resultant SQL in the Trace is not want I am expecting and there is nothing returned. Any know what to do?  

Hello- Hopefully this is relatively easy fix and I’m just missing something. So, we’re creating appointments and using the buttons to start travel, begin work, stop work, etc. When the Travel portion of the appointment is completed, the box is checked for Add to Actual Duration. However, when we Start Work, the box is not automatically checked for the work line item:When this box is not checked, the line item in the Details tab defaults the Actual Duration to the value in the Estimated Duration. It could be a setting in the Service Order Type, but is there a way to have this Add to Actual Duration box checked for all log items? Thanks in advance for any help!

How do we create a Service Appointment invoice (billing) for the total only? We want to summarize rather than itemize the invoice to the customer to include only a total for the service provided.The  Log captures each step of the process. We want to capture all of this info, but bill only for the combined total and summarize the invoice rather than spell out each separate line-item and charge. How do we do this? 

I’m reworking the AP check form (AP641000) for a client and for some reason the standard $Paid00 variable is multiplying the payment amount by 10.When $Paid is assigned a new value in the report, it uses “=IIF($LineNbr = 0, Sum([APPrintCheckDetailWithAdjdDoc.AdjdInvtMult]*[APPrintCheckDetailWithAdjdDoc.CuryAdjgAmt]), $Paid00)” which I didn’t change. I know that APPrintCheckDetailWithAdjdDoc.AdjdInvtMult is 10 but I can’t find any documentation about what that field is or how it’s defined. I have voided and recreated this check multiple times so I suspect that may have something to do with it. I unfortunately cannot share the .rpx file because it contains sensitive client information. 

what is the formula for counting the RefNbr based on Tran.Typefor example i choose CRM the count will be two=Count([ARTran.RefNbr ])  it is not working 

I am trying to create a GI in Acumatica to display all Vendors and the total sum of all PO $ amounts by item. Here is the result I am looking for, but as I investigated each PO and item, the totals are not correct for the Sum of Gross $.Here is what currently exists in the GII also tried using AVG aggregate function and that did not work either. Any suggestions/advice on how to pull the proper amounts?  Thank you!

We went live with our inventory system in Acumatica in January of 2022 and every single month we have dealt with unreleased production transactions against jobs that are already closed. We found out that when you approve the last step of the production order it automatically marks it complete. I believe this should not be possible, especially if there are unreleased transactions against it.Acumatica has tons of checks and balances before marking anything complete and I think that a production order should not be able to go into complete status until everything has been released. Just like Acumatica won’t let you release an entry without matching debits and credits, this should also be implemented for Inventory.