Discussion Forums

We are using a subreport for a Packing List. There is one item, quantity of over 900, each with its own LotSerialNbr. When printed from the subreport, all of the LotSerialNbr’s print on one long sheet of paper and we would like to break that up into at least two or more pages. I’ve tried using “Keep Together”, “Page Break” to After, Before, BeforeAndAfter, including a =’Page: ‘ + [PageOf]] in the subreport pageFooterSection1.

Is there a report/ inquiry in Acumatica that shows the check# and invoices it was applied to by vendor? For example: 

Is it possible to change a description on an AP document once it has been closed, or do I have to reverse it and start fresh?

We are newer to Acumatica and our financial dept needs a report that gives them the vendor name address tax ID and sum of all purchases made. I am trying to build this in a generic inquiry based on the payments and applications inquiry but when selecting TaxRegistrationID from the Vendor object is shows up blank. Would anyone have any tips on how to create this report? 

Does anyone know if there is a specific setting so that the Email Template works the same on invoice screen from Actions > Email vs Actions > Print and then Email from the Invoice. I have set the template on the invoice in Report Writer and have the same invoice template set up on client and project and AR preferences. The Actions > Print and then email template is showing the DAC Labels instead of the DAC values. I have another tenant that works fine and the settings are exactly the same between, but this is a new template I have created and it just seems like it is a bug. I know I can build out the body, email, etc in the Report Designer and I have done that for some of the fields as simpler, but it seems I should be able to manager it in the Email Template.  First screen print is what is received via email (showing DAC Labels). Second screen print is the template itself. When on template I can click on Preview and it looks fine. Note when invoice is sent out via Actions &gt

HI,I’m wondering how I can use the Acumatica Apis to retrieve the price for an item based on the inventoryID and the CustomerIDI’ve found the /entity/Default/20.200.001/SalesPricesInquiry API - I can use this to get the base price and the customer specific price.From what I understand in the Acumatica ERP there is a hierarchy for the price as follows Customer SpecificCustomer Price Classand then finally Base priceSo it appears that I could figure out the price for an item by making an inquiry for each of those steps and using the first one that returns a price?I feel that this is not a great solution though because this is getting into the details of the business logic of Acumatica. Is there a way to send the information for the Customer and Inventory ID to the API and just get the price?

I have a new processing screen set up with a column for OrderNbr.  The view is created from: public SelectFrom<SOOrder> .LeftJoin<Note>.On<SOOrder.noteID.IsEqual<Note.noteID>> .Where< SOOrder.orderType.IsEqual<wOOrderType> .And<SOOrder.shipVia.IsNotLike<intlShipVia>> .And<SOOrder.shipVia.IsNotLike<dropShipStart>> .And<SOOrder.status.IsEqual<SOOrderStatus.open>> .And<SOOrder.ownerID.IsNull> .And<Note.noteID.IsNull .Or<Note.noteText.IsNull> .Or<Note.noteText.IsEqual<Empty>> .Or<Note.noteText.IsLike<signatureWaived>>> .And<SOOrder.curyOrderTotal.IsLessEqual<orderTotalMaxSpend>> .And< SOOrder.paymentMethodID.IsIn< paymentMethodAFFIRM, paymentMethodPAYPAL, paymentMethodAFTERPAY, paymentMethodCCARD>

Hello,I was wondering how it is recommended to set up third-party sick pay in Acumatica Payroll? For example, should it be an earning type, a tax attribute, both, etc?The third-party pays the employee, but we have to withhold appropriate taxes and report wages on both form W-2 and 941.Thanks!

I cloned and modified the Purchases GI. I need to modify this GI to pull only non-stock freight items that equal freight, the costs for that PO line and the Sales Order number linked to that PO Line. I attempted it but not having luck. Here is my GI attached. Any guidance would be appreciated. Thanks,Frances  

We often have multiple Vendors for an Inventory Item. The Stock Item / Vendors tab allows different Purchase UOM to be designated per Vendor however, these only apply to “the stock item in released AP bills”. “The UOM specified in this column is not copied to the UOM column on the Details tab of the Purchase Orders.”Does anyone have a solution to the problem of ensuring the correct UOM for a specific Vendor is set on the Purchase Order? For example.Vendor A only sells an item as a CASE or 4 EACHVendor B only sells the same item as an EACHVendor C only sells the same item as a BOTTLE, which is the same an an EACH.All vendors want the order to be in their specific UOM. If not shipping and / or billing errors occur.The item is purchased from Vendor A 90% of the time we set the Purchase Unit as CASE. However when a po for Vendor B or C is entered this auto sets the UOM to a CASE. The only way Acumatica seems to provide for this scenario is manually switching the UOM. However knowing which

Hi everyone,I’m new to Acumatica, i made a custom processing form, the grid of this from contains soLines fetched using this code:  public PXFilteredProcessingJoin<SOLine, SOFilter, InnerJoin<InventoryItem, On<SOLine.inventoryID, Equal<InventoryItem.inventoryID>>, Where<Current<SOFilter.orderType>, IsNull, Or<SOLine.orderType, Equal<Current<SOFilter.orderType>>>>, And<Where<Current<SOFilter.inventoryItem>, IsNull, Or<SOLine.inventoryID, Equal<Current<SOFilter.inventoryItem>>> SOLineFiltered;I set the DataMember for the grid to SOLineFiltered, and the records were fetched successfully.the problem is that the filter fields are not working, when i choose IN for example as ordertype and 11111 as inventoryID the grid is not updated.can anyone help me on this?

Since we updated to 2024 R1 and checks now print in whatever order, they are no longer showing up in the Checks and Payments screen in numerical order (in the payment ref. column) See attached.Is there a way to fix this?Thank you,Gretchen 

Hi there, I’ve noticed that GI’s such as Customer Details (AR402000) and Invoices and Memos (AR3010PL) as well as the grid in general does not always show the icon when an attachment has been uploaded against the record.For example, this invoice has a file uploaded against it, but the icon is simply the paper clip with no yellow square behind it. However, when I filter specifically for the invoice number, the icon does show up:  There is definitely something attached:  Any thoughts on why this is happening?

Hello all,I have been working on a DB where I am looking to add the parameter’s default value = @me. But it triggers an error - not accepting @me value. is this a bug? As of now I needed to add the parameter in individual widgets.Also I am trying to add a parameter where if the parameter is empty it should take the value as @me.version - 24R1   Thanks in advance.

Hi, I have a client that just started using Canadian Payroll in Acumatica this year. Basically, I thought I was just able to use the PTO Adjustment Screen to enter the opening balances for their vacation and then jsut run payroll. However, when we go to use PTO hours for their first pay, it says that PTO does not allow negative, which is in fact the setup the client wanted.  My question is what are the steps to have the opening balances of a PTO bank entered in Acumatica? Thank you,Joey

Hi there! Right now we are printing Shipping label on Pick, pack and Ship screen using devicehub. We added the Shipment Confirmation so that it will print as well along with the shipping label, but it will only print when we use 2 separate printer for each of the forms.   Can we print both of the Shipping Confirmation and Shipping label using devicehub on the same printer at the same time? 

We activated Shipped Not Invoiced account for our Sales Orders and it is now causing us problems. We have two entities. Entity A buys from Entity B and sells to end customer. Entity B sells to Entity A and sells to other customers. When Entity B sells to Entity A - it should hit account 50110 - COGS. When Entity B sells to any other customer, it should hit 50940 - Finished Goods COGS. We had set this up by assigning COGS based on item class, which was set to 50940, but in the customer record for entity A we set the COGS account as 50110.  However, now that we have started using a Shipped Not Invoiced account, the system seems to ignore the COGS settings per above. All shipments are flowing to 50940 and is no longer considering the configuration above? Is this a known issue? Does the Shipped Not Invoiced functionality prevent you from specifying the COGS accounts at the customer records levels? Could my set up be wrong somewhere?

I am sure I am missing something. We have a customer who sells items in a different Sales Unit to the Base Unit. We have set up the Sales UOM price in Sales Prices of Price Type Base and Synced to BigCommerce which is now showing the default price as the price on the inventory item (in terms of base units) and the Sale Price as the price from Sales Prices.This all works well when a customer is logged in to the store they see price on the item as in the price from Sales Price asd that is what they will be buying it in. However if the customer does not login the price they see on the item is the item default price which is not correct as they cannot buy it in that UOM.They want to allow prices to be visible to customers even if they are not logged in.  

When I try to connect my bank feed for our Wells Fargo operating account that we access through the Wellsoffice.ceo.wellsfargo.com website it brings me to the wellsfargo.com login which doesn’t work with our CEO credentials.  Anyone know how you connect to the CEO platform?  

Greetings, by any chance is there a formula that allows me to import invoices separated by a comma??from here: Invoice Numberto import like: 

Good day Team, I have a business event that is sending remmitance reports to our vendors when paid by ACH, but some of those emails were not generated, and due to the Payment Method being a ACH, cant print AP642000 Additional Remittance Form, is there a way to make it work for manually running it for ACH?i am talking about this part of the Report Specs: To use this report, on the Payment Methods (CA204000) form, select the Print Remittance Report check box and select this report as the Remittance Report. Check stubs will be printed for the specified payment method and cash account for printed checks, starting with the check with the selected number.

Hello!I’m trying to do a generic inquiry that shows me the sales order and the qty on hand, but some lines repeats.Can you help me?Thanks a lot!  

Hi All. I want to customize the Kit screen to include a barcode reader. Upon scanning the UPC code, the corresponding item should be identified, similar to how it matches the inventory ID. What steps should I include in this process? I am new to working with barcodes, and your guidance would be greatly appreciated Thanks

I am running 2024 R1 and i thought at one point Open Purchase Orders would should up in the grid.   i have open purchase orders.   if you could let me know what areas to check it would be very much appreciated.  we are fairly new to Acumatica and want to get all the value we can from the tool. .    

Hi everyoneI am experiencing an issue with Cost Roll. based on documentation, we should be able to use Cost Roll to update standard cost of BOM item has valuation method set to standard, including material, labour, overhead etc.When we used Cost Roll, it only seems to roll material cost into standard cost, not labour cost. Could you please help me and advise what I might be doing wrong here?Many thanks.