Discussion Forums

Has anyone integrated Bid to Win (B2W by Trimble) for brining projects into Acumatica Construction? Is it through an API or custom CSV? Would love to talk

I would like to add an step in the AP Bills approval when the difference in price between the vendor’s invoice and the PO receipt is greater than 10%. I can only find in the AP Bills approval map an option for PO PPV Amount is greater/less/ than a particular amount but not nothing that I can use for %. Any ideas on how to handle this?  

We’d like to have an email sent with project details upon activation of projects for certain customers.  Does anyone know how we could do that?

Hello everyone,I am currently working on implementing automatic printing using Acumatica Device Hub. My goal is to print a report when the user clicks the print action in the form.I have been exploring the options but haven’t been able to figure out how to accomplish this. Could someone guide me through the steps or provide a solution to achieve this?Any detailed instructions, tips, or code snippets would be greatly appreciated!Thank you!

Hi all,We are working on an implementation where everything is billed in advance.Projects is being used to track costs/revenue and margins and we would like to setup the Project to Bill in advance for next month.However, I cannot see an easy way to do this. We setup monthly recurring billing on our Projects and then when we go to the Run Project Billing screen, it only lets us bill retrospectively.I've tried changing the next billing date to today when setting up the project, which seems to work, but in the Run Project Billing screen the from and to dates show as being this past month. So it still looks like we are Billing retrospectively.As a bit of extra info, we are using Acumatica to track on monthly/quarterly/yearly Software subscriptions. We are billed by the suppliers in advance and need to ideally be able to Bill the Clients in advance.Any help and advice would be greatly appreciated.Many tha

In the situation above, I have manually changed the Constraint date for the Parent Production Order. Is there a process I can run that would have the system automatically change the Subassemblies based on this change? Our environment is heavily made to order and I am struggling to understand how to properly use APS. I already have been made aware that overlapping operations is not possible, but I would expect the system to at least adjust constraints based on linked order changes….Just showing here they are in fact linked as parent/child orders…. 

hello all,I have been working on creation of a GI to display the emails associated with the sales orders. So I am looking to display the list of the SO along with the mails associated. Below attached is the XML file for the same.Thanks in advance. 

Is there a quick way to identify all invoices that were not emailed?  The Process Invoices and Memos screen is displaying invoices that were emailed as invoices that can be emailed.  Not sure why invoices that were already emailed are still showing up on the list when I select Email Invoice in the Action field (not all emailed invoices show up, but the list contains many).Is this a known issue and if so, is there a fix coming soon?

Hello,I am trying to use an import scenario to import our initial inventory test tenant.Does someone have a .xlm import I could use as a template.Thanks

Hello,I am working on creating a home page for all employees, I would like the dashboard parameter to default value to equal the user ID. is this possible?Thank you,KT Screenshot 1: Dashboard Parameter Screenshot 2: Dashboard Screen 

How can we override convert to opportunity action in lead. because when convert I want to copy some data to opportunity.

Greetings all,I’m trying to mass update the value of a Business Account attribute, ideally through a Generic Inquiry. I’ve got the inquiry written, and it joins multiple tables including Contact (the ‘parent’ table) and Business Account. (I want to update the Business Account attribute values based on values at the Contact level.)But when I search the ‘Mas Update’ field list, I’m only seeing fields from the Contact table.Must I write a new inquiry with Business Account as the ‘parent’ table in order to see Business Account attribute fields show up in the ‘mass update’ area?I’m confused, because since my Inquiry returns Business Account attributes I assumed I’d be able to update them.Props to Sergey Marenich for writing this article 

I'm faced to a behavior in caches that I don't understand.I created a custom DAC, say MyDAC.In a graph, I create an instance of this DAC like this :PXCache myCache = myGraph.Caches[typeOf(MyDAC)];MyDAC myDacInstance = myCache.Insert(); So far, so good : at this moment, myCache contains one record in its inserted collection (I can check it via debug mode in Visual Studio).Then I modify the properties of the "myDacInstance" object :myDacInstance.xxx = 10;Finally, I update the cache with the following instruction : myCache.Update(myDacInstance); And then the magic happens: instead of having a single record in myCache, I have two ! Each of course has exactly the same characteristics (even for key properties), so on saving, the system throws an e

We have two different customer numbers set up for the same job location.  (One under the old owner name and one under the new owner name)  Both have have history so we cannot make one inactive or delete it.  Is there a way to merge the two customers together?

☘ Hoping I get lucky here!Has anyone developed a customization to purge the AuditHistory table?I’m thinking a simple screen called Purge Audit History with a PURGE button, a Days Old field, and a Save button so the Days Old value can be saved for the next time you launch the screen.When you press the PURGE button, it would delete records in the AuditHistory table that are more than the Days Old value that you input on the screen. The SQL Code would be something like Gabriel mentions here: Bonus points if you could add a schedule to this screen, but, honestly, I’d be perfectly happy to manually press the PURGE button. I just need a way to clear a table that has grown out-of-control.If no one has developed this, maybe

Hello,How can I add a new column for Employee ID selector field on the Line level of Invoices & Memos (AR301000) → Details tab. So when the user would manually select the Employee ID the system should automatically fill in the Employee Name in a second new column. Thanks.

Hello,Does anyone have an export scenario for EFT file for Canadian localization?Tried to use the base Acumatica export scenario, but that is throwing errors when exporting the file in batch payments screenAny help would be appreciatedThanks,Swetha Reddy 

I am having an issue where only the first line or second line of my import scenario is attaching to my case and not both.   

We have several vendors that will provide free freight if we order a specific dollar amount (ex. $3000).  Has anyone found a way to document this type of discount in the purchase order document so the buyer knows they can get free freight if they increase the PO amount to $3000. 

Hi ALL,With Analytical Reports. Which paper kind should I choose to be able to print on full A3 paper size with Portrait layout?  There is blank space that does not display data even though there are subsequent pages. Best Regards,NNT 

Hi,I need to retrieve the FinYtdBalance field value from the GLHistory table for specific AccountIDs (e.g., 10000 and 10001) and display these values in separate columns but in a same row within a report. Additionally, I want to calculate and display the difference between these values in another column in the same row.I have attempted to achieve this using variables, but it didn't work as the report designer processes line by line. When the report processes the values for AccountID 10001, it doesn't have the values for AccountID 10000, making it difficult to calculate the difference. I also tried using sub-reports to retrieve these values, but this approach was unsuccessful.Is there an effective method to accomplish this in Acumatica Report Designer? Any guidance or detailed steps on how to implement this would be greatly appreciated.Thank you!

I’ve imported various Excel spreadsheets of data (Customers, Vendors, Inventory Items etc.) but am having an issue when trying to import some finished goods. I can’t see anything obviously wrong with the import but I keep getting the error below. Any ideas on what could be causing this? 

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hello all,Can anyone guide me out as to where can  i find the company’s or branches’ bank account details? i know about how to set the up for Vendor part but for own company where I can setup?Thanks.

Hi everyone, I feel like this probably has an easy answer but I cannot find it anywhere. I have looked through the screens and the help files. Our customer is importing GL transactions through the GL file. This last one they sent failed. We realized it is because, on the import file, the transactions are not ordered by the transaction ID anymore. When the import scenario goes to import, it fails because it is only seeing part of the transaction (since the other part is farther down in the file). Is there any way to set in the import scenario that when the file is prepared, it rearranges the order of lines by the transaction ID number assigned to it?