Discussion Forums

How do users manage tooling?  For instance, I’d like to understand which parts use specific manufacturing tools.  Like a where used for tooling?  I see where others suggest incorporating tools, templates, jigs and fixtures into “stock items” (this a hokey solution and not how to use an ERP).  Additionally, I see where certain parts or BOM’s can “consume” tooling (assume that this is for machine tooling consumable cost capture), but how do non-consumable tools get cost accounted and managed long term for inventory and tracking within Acumatica?   In short - there should be a backend tooling data base and a way to pull a “where used” to see which parts tools are tied to.  

Hello,The cost statistics within our Stock Items and Item Warehouse Details are not updating at all.  We are on average cost.  Receiving/adjusting/selling/Recalculate Inventory/Update Standard Costs don’t have any impact on the statistics. I can look at our valuation reports and work out what the average cost of something is, but where is this value actually stored?  Can I get it on a report or inquiry anywhere?Additionally, we allow our inventory to be sold negative, but when that happens, it uses this “Last Cost” field.  Problem is, this thing looks like it was only populated from our initial imports into Acumatica and hasn’t updated since (and many part #s have $0 for the Last Cost).We’re on an older version of Acumatica, but I’ve been testing our environment on 2024 R1, and it doesn’t seem like this works there either.Any help is much appreciated!  

Is anyone aware of any integrations that Acumatica has done with Spiceworks? 

I am trying to figure out a following scenario for Fixed Assets using DV as Depreciation method.I have Assets With Following details:When I perform the First depreciation it has posted negative value which has essentially increased the net asset value from its last depreciation amount before migration.Is this Normal to have a negative value posted to the depreciation ?Please also note the client has currently amended from AUS financial year to US financial year.           True 1 10 141.43 01/07/2020 01/07/2020

We have customers that approve a stock item; however we may have similar item that could be picked when entering in an order. This similar item should not be used as the customer has not approved it. Is there a set up in the system currently on stock items were we can pick the customer that has approved it.Or on the other side in customers is there something in place that we can add the stock items that are approved for that customer.Ideally, I would like to have a table on the customer account were you could add stock items that are approved, date of adding item, with a note field. And then if the customer is added to a sales order and an item is used that is not on this table it couldn’t be used. 

Good day, I developed the the below approval condition and maps.The user enters the bill and then releases it and that point the Status should be pending approval.  It is not working.  I thought it was a timing issue related to the date but I tested that; still not working.  it is not inactive and put back the old version which did work.Your assistance is greatly appreciated. 

I am calling a REST API and receiving the error “Form key or value length limit 2048 exceeded”.The body of the request is about 75KB.This seems to be controlled by a setting in IIS. Is there anything I can do to get around this? 

We handle the 10x10 frame and various colored covers separately in Acumatica. When a customer orders a tent, frame and cover is bundled manually and shipped together. (a) I have included all covers in the template item using color as a variable attribute. How can I add the frame to the matrix item?(b) If I want to use the 10x10 frame in a second template item, can this stock item be utilized across different template items?Thank you!

MRP/DRP seems to ignore the lead time for kits with dependent demand.  The promise date for a subassembly used in  kit should be the action date of the parent item.  In my example, the AMSUBKIT promise date should be the Action Date of AMKIT1 

Dear Experts,I need to insert “Upload Excel file button” on  Requisition’s detail screen, It’s always showing all requisition detail at details tab, when create a new Requisition doc. Below is the Code, In Aspx:AllowUpload=true for details gridIn Graph Extension:namespace PX.Objects.RQ{  public class RQRequisitionEntry_Extension : PXGraphExtension<PX.Objects.RQ.RQRequisitionEntry>  {        [PXImport(typeof(RQRequisitionLine))]        [PXViewName(Messages.RQRequisitionLine)]        [PXCopyPasteHiddenView]               public PXSelect<RQRequisitionLine, Where<RQRequisitionLine.reqNbr, Equal<Current<RQRequisition.reqNbr>>>,         OrderBy<Asc<RQRequisitionLine.reqNbr, Asc<RQRequisitionLine.lineNbr>>>> Lines;    }} Can anyone suggest on this to import / update all lines in detail grid. Thanks in advance. Cheers,Iko

Hello - We currently have custom Start and End date fields on the sales order screen and also on the AR invoice screen. However now we would like to be able to send values from the SO fields to the AR invoice fields. Can someone please tell me how we can achieve this?

We recently upgraded to 24R2 and when I was trying to complete a move transaction on a lot of material, it would throw the below trace error. I was able to successfully complete both labor and material issue transactions with out any issues, but it seems like the move function is simply no longer functional.  

Hi, Client has raised a scenario where the current approval workflow is set to require approval by the project maanger. However, due to the high transaction volume, they are seeking an alternative solution. Specifically, they want a shared approval process where some AP bills can be approved by the Project Admin, while others can be approved by the Project Manager.Essentially, they are requesting a shared approval mechanism where either the Project Admin or the Project Manager can approve transactions.I have reviewed the system settings and, aside from the option to reassign approvals, I couldn’t identify any other configurations to accommodate this scenario. Is there a system setting or alternative approach we can implement to support this approval workflow?  

It is my understanding in Acumatica Labor Overhead is not calculated unless you apply a qty to an operation. It is also my understanding that this qty triggers a “move” (but not into inventory) operation which kicks off the Labor over head calculation. Which is fine in many cases however in some case you have long run assembly time where you might be on an operation for a long period of time. The pitfall here is you will not be able to track the labor dollars effectively until you post a qty complete to an operation (even if that operation may not be complete in reality).  Couldn’t this behavior just be a preference to allow the labor transaction to trigger the overhead? Even if the qty complete it posted as 0?  I hope that all makes sense. 

I am trying to set up the customer portal, however, I am getting the error: “The Base Currency of the Customer associated with your user profile differs from the base currency of the default portal branch” whenever I go to the catalog, (My orders works fine.) I have checked, and both the client and the company are both set to USD. What could be causing this issue?

Hello everyone,I’m exploring the idea of integrating ChatGPT with Acumatica to streamline workflows and enhance system interactions. For example, I want to enable employees to interact with a chatbot for tasks like uploading vendor invoices pics. The goal is for the chatbot to process these invoices and update item details in Acumatica automatically.I’d like to know:Has anyone implemented a similar integration? What APIs or tools would you recommend to facilitate this connection between ChatGPT and Acumatica? Are there any best practices or challenges I should be aware of?Looking forward to your insights!

Hello,Is there a way to set/show expiration date on the sales order of type “QT (using order template Quote)? There is a way to setup a “Days to Keep” but looks like cannot be shown on the sales order screen.

Template items is working just fine on first attempt. How to create color swatches for items with color variants synced to Shopify? Thank you!

I've encountered a couple situations recently where I needed to extend an action where a PXLongOperation was running and do something after it was completed. I can use PXLongOperation.WaitCompletion(Base.UID) to wait for it to finish, but it seems to break the operation (the processing indicator doesn’t appear until the operation is complete). I think this makes sense, since it's blocking the UI thread until the background thread is complete.What is the proper way to execute additional code after a PXLongOperation is “finished” without blocking the UI thread?

Hi All,Is this possible to setup for user only see the transaction and info belonging to the company that they sign in to?There is 2 companies in my tenant, and user have access to both companies. When open the generic enquiry such as Sales Orders SO3010PL, I can see transactions of both companies in a place even I sign in to Company A.I expect that can setup for user to see only the transaction of the current company that they are working on.Are there any way to set it up?Thanks in advance.Yên Chi

Hi, We want to create a new Purchase Order type in the system i.e. Group Outlet PO, so instated of adding new PO type can we rename the existing PO type Standard to Group Outlet PO. Please find the below screenshot for reference and advice.  

 I am wondering what could have caused this. I have a Sales Order with Inventory reference number but do not have an Invoice. I found no audit history enabled.how is there no invoice but there is a inventory ref number?  

Is there a way to limit line items on an expense claim without customisation?

I dont believe this is possible but going to ask. Can you allocate an items quantity on a sales order to a location (like how the Shipment does it when it is created). I know you can allocate it to a warehouse. The Location field exists on the Line Details tab of the Sales Order but it is not editable.

I am assuming that this exists.