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Hi All,I need to do a bank reconciliation for EURO currency. But my base currency is USD. Could you please let me know  that should I convert my EURO figures to USD before import my bank statement to the system or system automatically converts it. Thank you

While having employees marked true for pay-by-line (employee profile-financial tab), when submitting expense claims and converted to AP bills, the pay-by-line on the AP bill document header is not marked pay-by-line. When manually marking the claim/bill to pay-by-line, the bill is then not available for payment (does not appear in prepare payment Payables process). Is there somewhere else to setup the employees/expense claims for pay by line?

Here is my use-case: a user changes a drop-down value (UsrShipStatus)I need that value to update another field (UsrDfltWarehouse), this field will then create a dialogue box where I need to select “OK”This then calls the function private void setWarehouses(POOrder row).Below is the code in use here, I’m just lost on how to even interact with a dialogue box, or if I even need to (see comments below).    public class POOrderEntry_Extension:PXGraphExtension<POOrderEntry>  {      protected void POOrder_UsrShipStatus_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler)    {      if (InvokeBaseHandler != null)        InvokeBaseHandler(cache, e);      var row = (POOrder)e.Row;      if (row == null) return;      POOrderExt pOOrderExt = cache.GetExten

I’m trying to create a report designer that contains data for specific measurements from multiple different periods, (such as monthly, quarterly and annually.) Is there a way to filter for these time periods within a equation since the overall worksheet seems to be going off of one time period?

Hi, We created an attribute as a DateTime control type. This is attached as a user defined field to the PO Receipt. I am trying to print a report that is sorted by Item & then by the PO Receipt attribute. This is not working. If I sort by the PO Receipt Date, the sort does work. I saw an AUG forum post about using the CSAnswers table.but the data is not in that table. Is there a different table we should be linking to? Can a DateTime attribute be used to do the sorting?  

Hi. We have a client requiring setting up of company tree for 156 branches.We believed we can expedite by either using import scenario or, worst case scenario,do a direct SQL.Anyone encounter such experience before?Thanks in advance.

Is there functionality in Acumatica that allows a user to add notes to a certain type of sales order (like RR) that would trigger a pop-up message with indications when creating a shipment?

We would like to be able to have two additional columns in a Daily Sales GI. This GI will eventually become a pivot table. One column will have the sales in the US column if the ARInvoice RefNbr starts with an INV, the other will be an INT if the RefNbr starts with INT. My initial thinking for the formula is:=IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', ([ARInvoice.OrigDocAmt] - [ARInvoice.FreightTot] - [ARInvoice.TaxTotal])) for the U.S. and =IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', ([ARInvoice.OrigDocAmt] - [ARInvoice.FreightTot] - [ARInvoice.TaxTotal])). Both of these formulas would be in their own columns which I have as U.S. in one caption, and INT in the other caption.Date          U.S.                 INT             Total09/01/24    $12,345.00   $460.00      $12,805.00etc.The pivot portion shouldn’t be that difficult, just the part separating the U.S. from the INT.

Hi all,I am trying to figure best way to handle the following.Let’s assume that a new Project (related to construction edition with Progress Billing) is opened to manage the installation of HVAC and electrical installation. This project needs to monitor both costs related to equipment and labor. It would be ideal when new equipment is to be delivered and installed on site, a Service Order and related appointment is created to manage both the issue of the equipment from store to site and also to manage the time it takes to install the equipment and employees who are doing such service and capturing all related costs directly on the Project. The question I am trying to resolve is how best to record the issue of equipment  and capture all costs on the Project as there seems to be 3 possible optionsThrough a Sales Order linked to Project - Seems strange and not logic to use this especially since billing of both equipment and service will be

Is there a specific security access required to enable the “Enter PO Receipt” button on the Purchase Orders screen? I have some user roles with full delete access to the PO and Receipts but they don’t see this option...  

We received some special pricing for an inventory item that we also carry some stock on hand.  The special pricing is for a certain project and it’s a onetime deal at a much lower cost level.  I had assumed that by using mark-for-po functionality on the Sales Order line, it would carry the cost layer to the PO receipt and ultimately through the Sales Order and not affect Avg Cost once inventory is shipped/invoiced.  After testing, I was wrong.  It looks like the Acumatica is using FIFO for managing cost layers, regardless if some of it was mark-for-po and linked.  This is now impacting our current inventory on-hand by updating its cost even though the lot of inventory that was received has been physically sold already. Does anyone know of a way overcome this without changing it to drop-ship?  I’m trying to protect the current costs on the inventory that is on-hand since this is a special situation for lower pricing.  Thanks

I have a report in which there are vertical lines for the various columns spanning from detail section to footer. There is one column which should not show under certain conditions. I am able to use the visibily condition for the column header and detials, however, when applying this to the vertical line for the column, the report ignores this and prints the column line anyway. Is it possible to do this on a vertical line whch spans more than one section? Thank you in advance.

I have a list of accounts and sub-accounts that flow into the Finance/Admin line item on the FS. It is accounts 63000 to 71300 (sub account 700-000) as well as accounts 72300 to 72303 (sub account 000-000).How can I set up the Data Source in Row Sets to include both of these in the same line?  

Hi team,We need to increase the length of the 'Equipment Type' field. Currently, it is set to 15 characters, but we want to save up to 30 characters.We replaced the code as shown in the attached screenshot.After making this change, we successfully added the 30-character limit. However, if we select an attribute in the Attribute tab, the value automatically becomes blank after saving. Please provide a solution to address this customization issue. Regards,Sagar

I have a Projection DAC (HCLEPEmployeeTraining) that only has 3 bound fields (EmployeeID, CourseID, ExpiryDate). What I would like to do is to show the EmployeeID in Rows, value of the CourseID as Columns and ExpiryDate as value in the intersection of EmployeeID and CourseID. This is a Grid and not a PivotTable but basically, I am making a PivotTable from these three columns. I am not using Acumatica’s Pivot Table because I have further developments on this screen. So far, I have added the CourseIDs as Columns dynamically to my grid.See below screenshot from the Screen columns dynamically are added in my Graph Constructor and Code-behind the Page.Init.Also, I have written a view Delegate that loops through the existing records and sets the Dynami

Is there a way in Acumatica to create a Shipment without a Sales Order? For example, we want to create a shipment for a personal item - could be a nonstock item or stock item but no sales order just a request to ship to a location. 

I'm experiencing an issue with field level auditing in the account payable preferences. I have enabled field level auditing in the enable/disable feature and also checked the related table of AP preferences. However, when I try to tick and untick some setup, there are no changes shown. Here are the steps I've taken so far:Enabled field level auditing in the enable/disable feature Checked the related table of AP preferences and set it to active Despite taking these steps, I'm not seeing any changes when I make updates to the setup. Has anyone else experienced this issue? Are there any additional steps I need to take to get field level auditing working in account payable preferences? 

I have setup a BE with a GI so when the appointment closed status,  it will email a notification. It is working fine if the appointment changes to Closed status. However, if after Closed, users Unclose it and Closed it again for multiple time and it will also trigger the BI multiple times. How do I make it to trigger only 1 time? I tried using Once for all records but it is not working. Can anyone explain how do we use Once for All records? and what is the difference with For Each Record? Thank you. 

I am using MYOB Advanced (Australia’s Acumatica).  I have setup and successfully tested SMS notification which is based on Service Orders (FS.30.01.00) on a user defined field called “Service Status”.   I was able to get an SMS for the change in the status.However, the SMS notification only worked once and does not get triggered after this.  There are 3 Business Events.  One where the Phone type = Cell, Old value = New and New Value = Booked in.  Another Business even is Phone type= Cell, Old Value = Booked in and New Value = Repairs in Progress.  The last business event is New Value = Ready for Despatch/ Pickup (this would be from any other status as this is the last status).Busi

Hi, there are a few options for defining the format of a lot number but I need to try and extend the options. The screen shot below shows a date based setup. This leads to a lot number like 2408In the INLotSerClass table on the database you can see the format, which is : {0:yy}{0:dd}I want to add a new option called DayOfYear, there are a few challenges to getting this into the UI but if this worked I might end up with a format like {0:yy}{0:w} and this would provide a lot number like 24221w isn’t a valid datetime formatting string so I would need to adjust the Acumatica code. In the Acumatica source code in class Attribute.cs I can see that GetNextNumber is how the format is translated into a value to create a lot number. The code is below.public static string GetNextNumber(PXCa

Hello Everyone, we are trying to associate Credit Memo with sales order, I have created an SO extension graph and in persist inserting the credit memo details based on the order total, with this approach if we are creating an order manually and saving, the implementation is working as expected. But when any order is synced from BigCommerce, it is not updating as expected and we observed discrepancies in Credit Memo applied to order total and balance amount.public class KNBCBRSOOrderEntryExt : PXGraphExtension<SOOrderEntry> { public static bool IsActive() { return true; } #region Views public PXSelect<Customer> CustomerUpdate; #endregion public delegate void PersistDelegate(); [PXOverride] public void Persist(PersistDelegate del) { del(); List<ARInvoice> cur

Is there a way to set a minimum purchase order amount per vendor with Acumatica?

Has anyone seen this error? “An error occurred while polling the print queue: Value cannot be null”This is the error shown from device hub on the end user’s computer, but sounds like the file or a related field data is just missing when device hub is trying to poll it to print.  This is occurring when trying to print shipping labels.  I may restart Acumatica to see if it clears the queue and new documents succeed.

hello all,Can anyone guide me as where can I find the Reorder level/point or safety stock in Stock Items screen. I know it can be found under Inventory Planning tab, but this tab only gets enabled if the Manufacturing feature is disabled. Now I have Manufacturing as the required one, so where can I find the reorder level or safety stock in the same screen?24R1.

EP507030 & EP507010For now someone can go and choose any other employee in “Approver” and approve, is it possible to restrict this? from the company tree or something else? Did I miss something?Thanks!