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We have several items where we stock in 2 or 3 Box Qty Sizes.For example item 1. is available in Box10 and Box18.We have three thousand product lines so don’t really want to add in new descriptions.How can I manage the sales team to sell the two sizes so we clear the suppliers stock.And secondly but related, one warehouse we don’t want to break Pack Sizes but sell in full pallets or Large case sizes of Case1000. How do we (Against the same stock item) manage the sales team that if they select that warehouse to ship from that it is only available in the 1 bulk Case Size.?

Hi ,I got the desired results by adding variable in detailSection for displaying sum in Pagefooter. However, I added the variable in Pagefooter and placed the variable in Report Footer I am not getting the value. Am I doing anything wrong here. My variable has the properties as Value Expr : Revenue amount + $SumRev  and Rest Expr :InvItem.Item Class Description. Can you please help me understand where I am going wrong?I tried it through sub report still not retrieving the item and its total.In the detail section it is as below:Item          Desc           AmtI1             InvItem1    10000.00I2             InvItem1    10000.00I3             InvItem1      $999.00I4             InvItem2    $10,000.00Further, I need to display in the Report section as:InvItem1    $20,999.00 ($RevenueAmt).  InvItem2    $10,000.00Total:         $30,9999.00. How to achieve this?

I have set up bank rules for a range of different transactions. When processing these transactions, I always get a 1 cent variance due to the tax calculation. Is there a way to automatically apply a rounding account? 

Hello, is there anyone here who enabled there External File Storage in Acumatica SaaS?

On the Projects screen, I want to do some work when the Contract Total changes.In the project editor, I generated the extension for the FieldUpdated event on this field.  This is the signature that was created.   protected void PMProject_ProjectRevenueTotals.CuryAmount_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) I moved this code from the project editor to my VS project.  I got compiler errors.  I changed the signature to:        protected void PMProject_ProjectRevenueTotals_CuryAmount_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) It compiles and I get no errors on the screen.However, when click Include CO, the value in the field changes to 12,500.  I was hoping my extension would fire but it does not.I set CommitChanges to true for the field but it still does not fire.Any ideas on how I can trigger an event to fire when the value in the field changes? 

Just a quick question asking about the best way to process a failed vendor payment from the bank when matching payments.We have voided the failed payments as we were shown but need to know do we still remove that payment from the payment batch so it can be reconciled?  And, then what do we do with the new receipt from the bank that is the return of the failed payment?  Do we just create a transaction in the matching payments screen and then journal that back to the bank when done to make sure the balances match?

Hi,In shipments screen Details Grid, I added Upload button and trying to update Existing data through Excel, It updating for only first line. Not updating for remaining lines.Below is the Code I gaveIn Aspx: AllowUpload=true for details gridIn Graph Extension:[PXImport(typeof(SOShipLine))]        [PXViewName(Messages.SOShipLine)]       public PXSelect<SOShipLine, Where<SOShipLine.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>>, OrderBy<Asc<SOShipLine.shipmentNbr, Asc<SOShipLine.sortOrder>>>> Transactions;Can anyone suggest on this to update all lines in grid.         

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share What you may have missed in the Acumatica Community! November, 2024With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.  Andre St. Amour - Acumatica Community Featured Member for December 2024Meet Andre St. Amour our Acumatica Community Featured Member for December 2024. It’s great to have you as part of the Acumatica Community ​@andrestamour43! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - -

I had an employee leave the company who had several hundred open tasks assigned to them as the owner. This is the first time I have had to deal with this since we are relatively new to Acumatica so I was thinking there was already a system tool to do that. I didn’t find one and I was told that Assignment maps might be the way to go but I didn’t see where I could do an assignment map for task ownership. That leaves me with an import scenario.I have created the following import scenario.  Every time I try to run the import scenario I get an error that says “Error: “’Summary’ cannot be empty.”Not sure what I am doing wrong, I am just trying to change the ownership of an existing open task to a different owner. Any help on this would be greatly appreciated.I used another post in the community to try and figure it out but I am still having the issue.How create a Import Scenario to update Owner on the Task Screen CR306020

I want to add a 'Project' filter to the Calendar Board screen (FS300300), as shown in the image. I’ve searched and only found information on modifying the Service Orders bar, but I haven’t found anything related to the Dashboard in my case. 

Is anyone having success exporting sales orders and/or invoices to Shopify? We can export Acumatica sales orders to Shopify, but the problem is that it creates a new Shopify order for processing. Our goal is to give customers visibility to their Acumatica sales orders and invoices in their Shopify account.  

When we apply invoices to Prepayments, we expect that the cash account would be debited, and our suspense account would be credited.  We are new to Acumatica and all of our knowledge on what should happen is based on the system we are moving from soon.  Any feedback would be greatly appreciated. 

Hey guys, this is my first time playing around with views for a generic inquiry we will be requiring for a new legislation coming in.I have used the view in a GI and it has given me the error: ‘Error: An error occurred during processing of the field Base Item Weight: Specified cast is not valid.’.This is my view:CREATE VIEW CBAMCalculator ASSELECT Inv.CompanyID, TranLine.DocType, TranLine.BatNbr, Inv.InventoryID, Orders.OrderNbr, Line.LineNbr, Inv. BaseItemWeight FROM [InventoryItem] AS InvINNER JOIN [AMMTran] AS TranLine ON Inv.[InventoryID] = TranLine.[InventoryID]INNER JOIN [AMBatch] AS Batch ON TranLine.[DocType] = Batch.[DocType] AND TranLine.[BatNbr] = Batch.[BatNbr]INNER JOIN [SOLine] AS Line ON TranLine.[OrderType] = Line.[AMOrderType] AND TranLine.[ProdOrdID] = Line.[AMProdOrdID]INNER JOIN [SOOrder] AS Orders ON Line.[OrderType] = Orders.[OrderType] AND Line.[OrderNbr] = Orders.[OrderNbr]WHERE Batch.[DocType] = 'M'GOThis is my DAC:#region DocType [PXDBString(1, IsFixed = t

Does anyone know of a way to manage sales tax in a multi company scenario?  Scenario:  Shared customers (customer 123 is used by both company A and B).  Company A sells item Z to the customer - not taxable, Company B sells item Z to the same customer - it is taxable.I've considered having multiple locations... ie: Customer would have same location, listed twice with an indicator that one location is for company A to use and the other for company B to use.  But this redundancy seems like lots of opportunity for user error. Thanks!

hi! is there a side panel we can set up on the project level for change orders? I know there’s a tab for it but wanted to see if that would be added as a side panel as well? i was able to add it to the project inquiry screen but it didn’t show up at the project level.  would this be a customization?

Whether Employee time is entered or imported to Employee Time Card, Employee Time Activities, Weekly Crew Time, mobile app, Payroll Batches, Paychecks and Adjustments it should be reflected on the DFR for that day IF a DFR for that day has been created.  Ditto for Equipment.  Ideally it would be reflected with its “Status” upon “saving” the record or whatever action has been taken.If necessary, depending on needs, scenarios could be created to “omit” certain Employees (or EQ) from appearing if desired.  Perhaps with an “omit” checkbox on the Employees and Employee Payroll Settings forms (similar to exclude from OT rules or excluded from Certified Payroll Report).

Hello I m not seeing a default action in the web service endpoints for bills to allow an apply action on a debit adjustment type bill. Can I accomplish this action via the rest api? Applying this debit adjustment to another bill.  

We want to provide access for customers to certain data via the API using the resource owner password credentials flow.  We can successfully login to get a token if the login type is UI or unrestricted, but we need to limit the user to API so they can’t login directly through the UI.  Is this possible?DetailsThe first screenshot shows the normal token request when the username has a login type of UI or unrestriced. The second screenshot we limit the user type to API only The third screenshot shows how the same Postman request from #1 now provides an error that only API requests are available for the user.Is it not possible to lock the user account down to only allow API access but also get a token? 

We have lots of items that need to be marked for production, but I don't want our sales team to have to understand when to do this and when not to. I've utilized the "Make to Order Item" checkbox on the stock item screen and that works great. However, when placing an item on a quote, it does not automatically mark for production. No problem because it's just a quote at this stage. However, when we copy the quote to a sales order, I want all items to automatically mark for production. Is it possible to do this?

I am trying to set up a customization side panel on the Shipment Entry Screen (SO302000), and it will be linked to a report. This report uses SOOrder to join with other table to pull relevant data related to the Order and Shipment (img 2), and it uses ‘Order Type’ & ‘Order Number’ to generate the report.My challenge is that when setting up the parameters for the side panel, I cannot find value from Sales Order to match with ‘Order Type’ and ‘Order Number’ (img 1).   I am assuming it’s because this side panel is set up on Shipment Entry screen instead of Sales Order.Question:  How do I get the parameter value to show up that’s needed from the Sales Order instead of Shipment?Any help would be really appreciated!! (Img 1) - Customization Side Panel Set Up(Img 2) - Linked Report’s Table & Relationship 

I want to conditionally hide a tab in the Production Order Maintenance form. To achieve this, I followed Option 1 in the following Acumatica Community Portal article.https://community.acumatica.com/customization-tools-and-framework-245/how-to-conditionally-hide-a-tab-on-the-entry-form-4310First, I created an unbound DAC in the AMProdItemExt DAC as follows. #region UsrCustomField01    [PXBool()]    [PXUIField(DisplayName="Custom Field", Visible = false)]    [PXDefault(false)]                    public virtual bool? UsrCustomField01 { get; set; }    public abstract class usrCustomField01 : PX.Data.BQL.BqlString.Field<usrCustomField01> { }Now, I want to change the value of the UsrcustomField01 based on a field in the Stock Items screen. This field is also custom field in the InventoryItemExt DAC.I tried using event handlers, PXFormula, and PXDefault, but it didn't work.We can create a connection between the AMProdItem and InventoryItem DACs using the InventoryID fields of both DACs.

Hello Community, I have added a custom unbound field to APInvoice DAC. I see the field in the “Result Grid” of the Generic Inquiry I want to design and it shows the result as I expect. My problem is I do not see this field in the "Condition" and "Grouping" tabs of Generic Inquiry Design. I have other custom bound fields which are shown in these two tabs. Am I missing something or Acumatica doesn’t show the unbound fields in these two tabs and if ths is the case any idea why? Im testing on 2023R2 23.206.0006

We have a subreport that displays the correct values when the parameters are manually put into it. When the subreport is added to the main report with the same parameters, the detail lines are out of wack, as in they repeat themselves several times. The very first item should only have a quantity of three with three LotSerialNbrs but end up repeating as single lines with LotSerialNbrs that didn’t belong to the item(s). Then it was decided to try the report without a subreport, and while it looks nicer, the results are still skewed. I’ve included in the zip file the main report and just in case the subreport. If the main report can show items with the proper quantity and LotSerialNbrs without the subreport, that would be great. 

Hi, I’m trying to access the ability to change a subaccount ID via REST API. The default endpoint (current version in my environment is 23.200.001 doesn’t have this action available, and it does not appear in the list of actions I can pick from when trying to extend the endpoint (as opposed to, say, StockItems where it is available to select and add). If we are synching subaccount data from an external source where subaccount values can change (and we know the old > new values for each change), how can we go about making sure we change the existing record in Acumatica instead of inserting a new value and keeping a now obsolete subaccount? Thanks!

I have Purchase orders where we have prepaid the invoice with the freight.  I had to add the freight as a line item, in order to make the prepayment match what the PO.  But on the SO I do not have it as a line item as I want it to show up in the freight at the bottom, not as a separate line item.   Now that I have prepaid the PO it will not let me receive the PO, and it has a status of Awaiting Link.  How do I complete the PO so that I can invoice the customer, since the SO will not let me invoice because the items have not been received.  I think this should be a high priority for Accumatica to fix as one of their upgrades as it does not operate properly.  The freight costs should always have it’s own field for cost and sell so that it is easily tracked through accounting.  I do not know why a freight cost field was not added to the shipping tab on the Purchase order in the first place.  If someone knows of a way for me to be able to get these items processed in our system. Thank you,