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Hi All, Just exploring the Capable to Promise Functionality.While looking at the screen it seems that the system can do this for all Sales order Types if the Item is a CTP Item.When creating a SO and a QT for the same item, only the SO Order Type shows up as available for Processing. Does anyone know if only certain Order Types are eligible for this?Not quite sure why the Quote would not be available when that is the most common stage needing a Date for the Customer.
Hello,Trying to come up with an easy way to see all activities created under Leads, Opportunities, and Business Accounts. When an activity is created the user enters a Summary, but then also types up details in a separate box. Does Acumatica allow for these details to be put into an Audit? I put a picture to show the spot I am looking for. I am trying to save clicking around to read every report all my salesmen enter daily. Best regards, Aaron Abner
Hi,I tried to create an import scenario for the Sales Order Bulk update. Here in the Sales Orders there are some items that price need to be taken from the Sales prices setup system and there are some items that price need to be taken from the Excel. When uploading Sales Orders through the import scenario I tried to write the Logic in the import scenario as =IsNull( [Unit Price],[Transactions.CuryUnitPrice]), But the system does not take the price when creating the Sales Order if the unit price is not avaialble in the excel file. How can I solve this?Thanks in advance.
Hello we have a bit of a unique scenario. We primarily dropship all our orders. Due to inventory restraints at times one of our vendors allows us to purchase inventory ahead and store as “virtual” inventory till we need it. We then submit a PO to this vendor for shipping and they return a 0.00 AP Bill (since we already own the product) for the items + freight charges and any serial numbers that may apply to the product shipped.We would like to be able to monitor our inventory at the vendor for proper financial reporting, but would also like to be able to process the order as a drop ship PO instead of a shipment from one of our warehouses as we also drop ship other items from this vendor in the normal drop ship fashion and depending on the combination of items the PO would need to be shipped from the vendor’s stock instead of our “virtual” stock switching SO lines between Drop Ship and Shipping from our warehouse will be difficult.Has anyone done anything similar to this?
Hi, When using the Create PO process to create drop ship purchase orders from Sales orders that are Marked for PO what is the logic for selecting the Supplier location. Item Warehouse replenishment is configured with a “Drop-shipment” replenishment source and an Override Supplier and Override Supplier Location, but the Supplier location is not always correctly used. The supplier location can be changed in the create process but we need to automate the process.
I am not sure about configuration of Inventory, and it is Modern Kitchen and had organized categories as below: Prep Tools & Essentials: Chef's Knife, Small Knife, Bread Knife……., Cutting Board, Cutting Board (Premium)….. Cookware & Bakeware: Stainless Steel Skillet, Stainless Steel Skillet (Premium), Sauté Pan, Small Saucepan….. Cooking Tools & Kitchen Utensils: Spatula, Stirring Spoon, Slotted Spoon, Tongs…….. Appliances: Immersion Blender, Immersion Blender (Premium), Kitchen Scale……. Other Kitchen Essentials: Food Storage Containers, Food Storage Containers (Premium), Aluminum Foil, Parchment PaperHow should I set up about posting, Item Class, Chart of Account, Define Availability Calculation Rules, Inventory, Sales, PO? Do we set up depend on organized categories or each Item of product?Thanks so much for your help and support
Can this process below actually be automated?I have setup a schedule to process all materials purchased from production order and received but there is no Material batch created despite schedule already run.
Hi Everyone,We would like to know if there is any way for lines to be “lazy loaded” on Acumatica screens?What do I mean by that? As the definition is:Lazy loading is a technique used in computer programming, especially web design and web development, to defer initialization of an object until it is needed. It can contribute to efficiency in the program's operation if properly and appropriately used. This makes it ideal in use cases where network content is accessed and initialization times are to be kept at a minimum, such as in the case of web pages.So I currently understand that Acumatica uses pagination for everything, this has been a particular pain for users and I do see where they are coming from, especially as we have web platforms that implement infinite scroll where the content is Lazy Loaded as required by the scroll down.We currently have an option implemented on some screens where the pagination has been turned off by a no-code customization, however we were looking for a b
I have a POOrder object which contains both the ShipContactID and ShipAddressID. How do I obtain POShipContact and POShipAddress using either BQL or PXSelect?
Hello :)I’m trying to override the ReleaseClaimDetails method under the EPReleaseProcess graph using the code below. public delegate List<APRegister> ReleaseClaimDetailsDelegate<TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension>(ExpenseClaimEntry expenseClaimGraph, EPExpenseClaim claim, IEnumerable<EPExpenseClaimDetails> receipts,string receiptGroupPaidWithType, string transactionType)where TGraph : PXGraph, new()where TAPDocument : InvoiceBase, new()where TInvoiceMapping : IBqlMappingwhere TAPDocumentGraphExtension : InvoiceBaseGraphExtension<TGraph, TAPDocument, TInvoiceMapping>;[PXOverride]public List<APRegister> ReleaseClaimDetails<TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension> (ExpenseClaimEntry expenseClaimGraph, EPExpenseClaim claim, IEnumerable<EPExpenseClaimDetails> receipts, string receiptGroupPaidWithType, string transactionType, ReleaseClaimDetailsDelegate<TAPDocument, TInvoiceMapping, TGr
When trying to add Data scripts getting an error - Stated - Error Code - 406 while clicking on OK after adding Scripts
TLDR; How can I avoid time zone issues with Plan dates on Production Order Details when they are created via API? Due to the long JSON blocks, this question split over the first few comments as well.Configuration:My Site Preferences ‘Login Time Zone’ is blank My logged in UI user is also set to a blank Time Zone My API user’s Time Zone is blank I am using infinite scheduling with a Finish On Constraint The Work Calendar is M-F 11 hour days in UTC-08:00Request:I log in via Postman to the API user for my local Acumatica instance. Then I PUT a Production Order (entity/MANUFACTURING/23.200.001/ProductionOrder?$filter=ProductionNbr eq 'DATETEST'):{ "OrderType": { "value": "RG" }, "ProductionNbr": { "value": "DATETEST" }, "InventoryID": { "value": "018954" }, "OrderDescription": { "value": "test product" }, "Warehouse": { "value": "PBNW" }, "Location": { "value": "*MFG" }, "OrderDate": { "value": "2025-0
Hi everyone Is there a way to include configurable components to subcontract shipment?This item we are trying to set up has fixed materials and configurable components. Once partially assembled, all parts are to be shipped to client site for installation by a subcontractor. The fixed components are can set up as subcontract - ship to vendor as outside process. But there is no way to set up the configurable components to subcontract - vendor shipment. Everytime a production order is created with configuration, we have to manually update the configurable materials, for them to be included in vendor shipment and show up the packing list. Is there a better way to do this?Thanks in advance.
Does anyone know how to build a Generic Inquiry to show the inventory that is currently in process on a production order. like Storage Details by Location but for inventory that all the operation on the bill of material has been completed yet. we are new to Acumatica and need this when confirming our on hand inventory counts.
I recently noticed somewhere that you can add {br} to an expression in Report Designer to add a line break. I’m curious what else you can do like that within the expression editor, however I can’t find any documentation on this functionality. Does anyone know if this is documented anywhere and, if so, where that is or what other things you can do like this?I’m just curious what else I might be missing because I’m trying to format a field, but trying to format different parts of the field different ways (in Report Designer you can apply formatting changes to an entire textbox but cannot make formatting changes to substrings within the textbox as far as I know). So I was just curious if that could potentially lead me to anything that could help.For example, I have a large textbox with this data (see below). It’s one blob of text that has different fields/values so it’s not something that can just be split up into custom fields. If I wanted to format it in Report Designer it would be an a
Can a debit adjustment in AP be applied in any way when the amount owing to the vendor is zero (0)?The credit for the bill in questions has already been settled.
In Service Orders (or appointment's) I have found that when I add an item that has a new stock item + warehouse combination the Item Warehouse Detail for the new warehouse is not added to the stock item..This is causing it to not appear on my Prepare Replenishment screen.If I manually add the warehouse detail to the stock item, I will have to also have toggle the Override Replenishment Settings for the Replenishment Source & Replenishment Warehouse to load from the defaults outlined on the Stock Items screen.I hope this makes sense, I can provide screen shots if needed for more explanation.Acumatica 2023R2 Build 23.212.0024
i have a Generic Inquiry that i have been using for a few months now and all of a sudden the Value for the Default Receipt to is showing up as a number. I also have a problem with my filters using this same field so i think i may be related. how do i get it to show the actual field value. thank you in advance. Below is the Stock Item and below is a screen shot for the Results Grid.
Hi There,I’m trying to release a AP batch payment, but system only allow to export. When I hit export, an error message came up . “CA Error: The batch cannot be exported. An export scenario is not specified for the payment method.” Could you please advice how can I release the payment in Acumatica ? Thank you.
Hi There,I’m in Acumatica R2 2023 version and tried to deactivate one of the old cost code which is not applicable anymore. I’m not able to uncheck the active box. Please advise the steps to inactivate a cost code. Thank you.
