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I have a Pivot Table that compares the monthly number of orders from last year to the monthly number of orders for this year (See Pivot Table.png).The attachment Pivot Setup shows how I set the pivot table up.What I would like to do is add Yearly Totals to the far right of the pivot table (See Desired Pivot Table.png). This would show the Total Number of Orders for last year as the Total Number of Orders for this year.I have tried adding Totals to the Rows, Columns and Values but the only totals I am able to come up with is a combined total of both years.Is there something I am missing, or can’t this be done in Acumatica?Thanks you!  

hello all,I am learning development basics in Acumatica and I am looking steps/guide on how & what to install for Acumatica apart from the configuration wizard.Any help would be grateful. Regards.

Hi, So I try and stay up to date with release notes but there’s always a confusing part to some of it.For example, if the release notes mentions a bug fix but then mentions a workaround underneath, is it fixed for this build and the workaround is for older builds or was it just identified and do this workaround for now?Here’s a good example from 2024R1 build 115. A KB article from a while ago said this bug would finally be fixed finally in build 115. The release notes make mention to it but then put a workaround. So was it fixed or not?  Regards, Andrew 

Hi I have a question I’m trying to change the labels display names in Easy Post but I’m not sure on how that works. I copied someone’s code from over 5 years and but I tried using it and it’s not working on my end can does someone know how to change the display name from Acumatica. Shipment shipment = new Shipment() { to_address = toAddress, from_address = fromAddress, parcel = parcel};//DO THIS BEFORE CREATING!shipment.options = new Dictionary<string, object>();shipment.options.Add("print_custom_1", "this is some sample text");shipment.options.Add("print_custom_2", "abc");shipment.options.Add("print_custom_3", "xyz");shipment.Create();var lowestRate = shipment.LowestRate(includeServices: new List<string>() { "First" }, includeCarriers: new List<string>() { "USPS" });shipment.Buy(lowestRate);shipment.GenerateLabel("pdf");

Hi!I have a requirement where Stock Items are usually purchased to inventory, but sometimes times they are purchased for specific project(s).When purchased to specific Project the stock should not come into inventory and just hit project as Expense.Project Drop-Ship PO works well for this scenario.BUT Project Drop-Ship can only be raised for ONE Project at the time. This client, more often then not, purchases across 2-3 projects on one PO. I am thinking I could customise the Project on line to be editable? Has anybody done this before? We have customised AR Invoice before and allowed Project Edit on lines, and it was small customisation, would it be the same here for Purchase Order screen? Thank you in advance. 

Hi! has anyone experienced this where for the same item if you create a GI with table INLocationStatus it returns a qty on hand different than querying for the same table using SSMS. I’m not doing any joins or anything complex. Simply selecting Inventory ID, Qty on hand from INLocationStatus: 

Hi, All I am trying to update the UDF in the customer form. But when ever I am trying to use PUT API. It showing me the the Customer.AttributeAGDCRAN is not available in data set. I have also extend the API and populate this field in customer>>Attributes As you can see in below screenshot. I create AGDCRAN from attributes.   Can anyone help or guide me how can I update this UDF using PUT API.   http://accumaticaInstance/AcumaticaSB/entity/AGRAN/22.200.001/Customer?$select=CustomerID&$custom=Customer.Attribute.AGDCRAN” but this query is not updating the UDF. There are other Attributes also.Below is the body AGDCRAN is the udf{ "CustomerID": { "value": "0018293851" }, "custom": { "Customer": { "AGDCRAN": { "type": "CustomStringField", "value": "Apple jam 8 oz." } } } }  

When cycle counting, we were under the impression that there was an option to create a physical inventory type that would include all items in a location every time even if they are newly created item.

I have Develop two reports as CA650000 (main report) and CA650001 (sub report) Both the reports has Date parameters. CA650001 report is used as a sub report inside the CA650000. This sub report takes two parameters as CashAccount and DueDate.  when I run the sub report individually it works fine. when I add the DueDate Parameter it did not pass the values to the main report. when removes the DueDate Param it works fine. DueDate which is get as a parameter in the main report passed as a parameter of the sub reportThis is how I pass the parameter to the sub report. Following i have attach the reports also 

Hello,On my payment plugin I’m getting the errorValue cannot be null.Parameter name: source at System.Linq.Enumerable.Where[TSource](IEnumerable`1 source, Func`2 predicate)   at PX.Objects.Extensions.PaymentTransaction.PaymentTransactionAcceptFormGraph`2.GetTransByDoc(ICCPayment payment, IEnumerable`1 trans) in C:\build\code_repo\WebSites\Pure\PX.Objects\Extensions\PaymentTransaction\PaymentTransactionAcceptFormGraph.cs:line 1033   at PX.Objects.Extensions.PaymentTransaction.PaymentTransactionAcceptFormGraph`2.<>c__DisplayClass29_0.<CheckPaymentTransaction>b__0(IEnumerable`1 i) in C:\build\code_repo\WebSites\Pure\PX.Objects\Extensions\PaymentTransaction\PaymentTransactionAcceptFormGraph.cs:line 617   at PX.CCProcessingBase.RetryPolicy`1.DoExecute(Func`1 execAcion)   at PX.CCProcessingBase.RetryPolicy`1.Execute(Func`1 execAcion)   at PX.Objects.Extensions.PaymentTransaction.PaymentTransactionAcceptFormGraph`2.CheckPaymentTransaction(TPrimary doc) in C:\build\code_repo\WebSit

Hi,I added 2 new fields to Inventory Adjustment, both decimal UsrQtyThirdParty and UsrQtyUSN. I added them to the extended endpoint.I created an adjustment, the 2 fields are inserted correct, I retrieve the record and change the values of the 2 new fields and do a PUT, the values stay the same, not updated.Get the adjustmentUpdate the adjustmentResult after update 

During 2024R1 launch it was demoed an option to Offset AP and AR Documents.  Was this included on 2024R1 version?  If so, what are the steps to make it active?Image from 2024R1 launch presentation. 

Hi I have done a customization where I set the required qty to 1.00 in the material wizard 2 screen which works, I now need to make sure the release qty field also reflects this change where release qty needs to be the 1.00*the BOM, it still seems to be the original qty * the BOM with the logic I have written below.using System;using PX.Data;using System.Collections.Generic;using System.Collections;using PX.Objects.Common.Extensions;using PX.Objects;using PX.Objects.AM;namespace PX.Objects.AM{ public class MatlWizard2_Extension : PXGraphExtension<PX.Objects.AM.MatlWizard2> { #region Event Handlers // Use RowSelected to update QtyReq when the row is selected or edited protected void AMWrkMatl_RowSelected(PXCache sender, PXRowSelectedEventArgs e) { var row = (AMWrkMatl)e.Row; if (row == null) return; // Force QtyReq to 1.00 whenever a row is selected or edited row.QtyReq = 1.00m; sender.SetValue<AMWrkMatl.

I’m formatting my checks for use with AvidXchange so that up to 35 invoices show on the check stub. It’s working for the most part except that  I have this issue that the last Doc Type and Payment Amount are not showing up. If I have 20 invoices, invoice 20 won’t show a Doc Type or Payment Amount. If I have 15 invoices, invoice 15 won’t show a Doc Type or Payment (but will show the Date and Invoice Number). Any ideas? Thanks

We have a customer that is fast approaching 9999 on their auto incremental value numbering?  I would like to know what happens in Acumatica when this happens.  Does auto numbering stop? Does it continue counting?  We want to have a plan in place if needed?  

Hi, I am trying to update custom fields within the Leads aspect of acumatica.  My payload works fine for the fields listed, plus I am able to update notes.  My issue comes with trying to update multiple custom fields.  Whenever I can successfully submit my jSon, only one of the fields updates.  This is what I have:'"custom":{"Lead": {"AttributeFOLLOWDT": {"type": "CustomStringField","value": "12-10-2024"}},"Lead": {"AttributeWRSOURCE": {"type": "CustomStringField","value": "Andersen" }}},' 

Hello Experts,I have encountered a scenario where I need to export stock items from one tenant to another. To achieve this, I have successfully created export and import scenarios for stock items, and they work well. However, I now have an additional requirement to add a fixed quantity to each exported stock item.To address this requirement, I created a new import scenario to add quantities to the exported stock items. However, when I attempted to upload a file containing 200+ records, the process took an excessive amount of time and ultimately resulted in an error.I also tried using the upload file feature (Excel file) on the Receipts (IN301000) screen, but I encountered the same issue of extended processing time and failure to proceed. I have attached the file which I am using for uploading quantity.If anyone has insights or ideas on how to overcome this issue and improve the efficiency of the import process, I would greatly appreciate your assistance.Thank you in advance!Best regard

We have a report that serves multiple functions. There is a NOTE field that we would like to display if the [SOOrder.OrderType] <> ‘RQ OR [Note.NoteText] <> “”. ChatGPT search came up with recommendations, but none of them are working. The formula that I have so far is =IIF([SOOrder.OrderType] <> ‘RQ’, OR [Note.NoteTest] <> “”) then the NOTE field should appear, if the [SOOrder.OrderType] = ‘RQ’ the NOTE field should disappear. The NOTE field is showing up no matter what the condition is. The Visible condition is set to True. If I run the code =[SOOrder.OrderType] <> ‘RQ’ the NOTE field does not show up. There is only an issue when there are two (or more) conditions.

Hello all,I’m running into an odd issue with AR Invoice imports. I have tried to use the base scenario as well as created my own and I’m still getting an error stating ‘Project Task’ cannot be empty.I have confirmed, the project and task is active and that the formating is correct on the import file. I’ve even copied and pasted the project task from the task window.I can enter this sample invoice directly and it doesn’t give me any errors.Any help is greatly appreciated.  

I am just new on customization and I need to insert total row to the bottom of the Cost Projection (PM305000)  DETAIL grid, any suggestion or code I can use?  

Just as in Advanced manufacturing and for the same reasons, it would be useful to create a Kit Assembly from a Sales Order.  i.e. Mark for Kit.

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 Essential Resources to Help You Unlock the Power of Acumatica - Presented by acu-connect 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 - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. 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! Announce

We have over 30 service techs and they all drive a van that is stocked with parts they may need. Is there a way to set a default so when they use one of those parts it auto populates to there warehouse(VAN) when posting it to their appointment?

Trying to create cash basis P&L in Acumatica.  Has any one been able to do this without using a 3rd party add on? 

Hi All, I have created one user define field and I want to get/put from Acumatica API but the problem is I dont want other data to be look in API. I have created User Define field in Customer Screen So how can I give permission to someone to just read and write That field and nothing else. Please help