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10000 Topics
V
Freshman II
vannakheng66Freshman II
asked in Distribution
Want to hold sale order over 7 days

How to hold sale order when it’s over 7 days. I try to find solution like business event and scenario but I don’t make it work. Please advise me

779
V
Freshman II
bwhite49
Captain I
bwhite49Captain I
asked in Everything Else
Adding User-Defined Fields/Attributes to a Web Service Endpoint

Can attributes/user-defined fields be added to a web service endpoint? I would expect to see them under “Order Summary,” but I’m not having any luck. I’m able to find usr fields (custom fields), but not attributes. Thanks!  

5533
S
Jr Varsity I
A
abdulkariyn
asked in Configuration and Installation
Why is my Local Acumatica Test Environment taking forever to load or timeouts al together

Hello,I have installed a Acumatica local instance on my laptop and it was loading up my U100 and S100 data in the first couple weeks just fine, but it seemed to get slower and slower every time I launched the instance to input data from the training manuals. Now the instance has started to time out when I attempt to launch it from the Acumatica configuration wizard. What can I do to speed up loading the instance Should I be using a laptop How can I create a reliable an stable test environment for low to no cost?Thanks for your help. Abdul

3651
Laura02
Captain II
R
Freshman I
rashmi96Freshman I
asked in Reports and Generic Inquires
Sub report works correctly but once sub report connect to the main report it doesn't show any values

In AR Register Detailed report, my client has report fully modified according to their requirements. in their report they calculate total amount based on CuryOrigDocAmt field in ARInvoice table. when calculate total they add 10% vat to the total. They request to modify it when customer is non taxable , the 10% vat must not add to the total. only taxable customers should billed 10% vat. In their AR Register detailed report, I tried to do the mentioned modification. I consider the ARInvoice.CuryTaxTotal field to identify weather customer is taxable or non-taxable. But with existing relations on their AR Register Detailed report , it doesn’t retrieve data of ARInvoice.CuryTaxTotal field. Beacuse of that i implement two sub reports get values to the main report.The question is two sub reports retrieve data successfully. when i connect it to the main report the main report not display any values. Here i attached two sub reports and main report  

1163
Y
Jr Varsity I
R
Freshman II
ryonxanFreshman II
asked in Reports and Generic Inquires
Change Attribute from Text to Datetime field

When we had some attributes created 2 of our date fields were created using Text rather than DateTimeI have been through some articles mentioning using CDATE, however I have not been able to get this to work yet. The final aim is to be able to sort by Contract End date DESC in the Customers GI.Is there a way to do this without recreated the fields? 

791
darylbowman
Captain II
L
Captain II
ltussing03Captain II
asked in Manufacturing
Release AM documents not displaying balanced Move transactions

Hello,I have balanced MOVE transactions.  I want to release them via the “Release AM Documents” screen.  However, when I open the Release AM Documents screen, nothing is displayed for me to release.Any thoughts? 

656
L
Captain II
gmast
Freshman I
gmastFreshman I
asked in Reports and Generic Inquires
How to locate deleted Sales Orders with a GI?

We noticed recently that we have had a few sales order #’s skip in sequence.  This only happens if someone deleted a Sales Order. While we probably need to tighten up our security to prevent this from a broader set of team members, I’m wondering if we can create a GI that is able to identify deleted sales orders?  We have been able to do so with deleted Stock Items and notice that some records have an “IS DELETED” field.  We cannot locate this on the Sales Order table - PX.Objects.SO.SOOrder?

4032
darylbowman
Captain II
S
Varsity I
sbond84Varsity I
asked in Financials
1099 for 2020R1 with 3 Vendors

Hello CommunityDoes anyone have a 1099 report they could share that works with Acumatica 2020R1 and has 3 vendors per page?Checking here before I have to create one.Thank you!Sarah

120
S
Varsity I
C
Jr Varsity II
CJohnson15Jr Varsity II
asked in Payroll
Timecard Approval Map workflow

I need assistance setting up approval map for time cards. Our current system is that the Foremen creates and approves the timecards on behalf of the field. Once they approve the timecard it should go to the project manager for approval/release. Trying to set up where the Foremen can create timecards for any employee so i made sure they have access to the all employee group, I tried to set the rule that they are required to approve the document if its created by them (document > credted by > equals > foremen user) and the project managers will approve based off the project number using timecard detail > project > equals project number. I need help please. 

2583
Laura02
Captain II
kyoung14
Varsity I
kyoung14Varsity I
asked in Reports and Generic Inquires
Warning in Generic Inquiry RESULTS GRID

I’ve been testing 23R2.  In many Generic Inquiry definitions I get the warning shown below.  The message makes no sense, when I run the inquiry it does display these field and my user has sufficient rights and there was no warning like this in 22R2.  This issue introduced in 23R2.  Anyone else seen this or have an idea what cause sthis?  

3516
A
Freshman III
M
Freshman I
mikegrciFreshman I
asked in Construction
Business Event for AR Invoice Application

Hi,I need to create a business event to notify the Project Manager on a project when a payment is received on an invoice that had been sent for his project.  I’m looking at using the Release action on the AR Payment to fire the scenario, but it does not appear to allow me to reference anything in the “Application History” of the invoice to look up the project-related information or the Project Manager.  Has anyone accomplished anything similar to this? Thanks,Mike

802
M
Freshman I
dcomerford
Captain II
dcomerfordCaptain II
asked in Develop Customizations
URL field

I have added a URL field to the Sales Order Details tab and it works correctlyIs there a way i can hide the URL itself as some of them will be very long and instead just display an image or the word URL in the column so the column width can be kept small. If the user clicks on this then it will take them to the embedded URL

892
jinin
Pro I
A
Freshman II
asnell64Freshman II
asked in Reports and Generic Inquires
Reports - using payment DAC selector as payment parameter selector (APPayment.RefNbr) - modifying AP Payment Register Report

Hi, I am making an EFT only report of report AP Payment Register. One of the changes includes wanting change the RefNbr parameter to use the APPayment DAC to select a payment rather than from APRegister. Currently, the report parameter is defined as follows: And parameter Doctype is this: When you select a doctype first, the RefNbr parameter selector then displays all AP register records for the doc type you’ve chosen. So I naturally figured I’d change the RefNbr view name definition simply to the following below so that it works like the selector in bills and adjustments: =Report.GetFieldSchema('APPayment.RefNbr,DocType')  However, when I go to select a payment using the new selector, while the payment selector pops up, it’s always empty. There are plenty of EFT payment method records listed with Doctype Check. Going to the bills and adjustments transaction and using the selector is proof of this. Is there something I’m doing wrong or does APPayment selector simply not work properly w

780
A
Freshman II
jionymacabuhay
Varsity I
jionymacabuhayVarsity I
asked in Financials
Taxes do not appear in the Chart of Accounts for AP

We have setup tax and it is calculating correctly in the purchase order and the bill. However, rather than going to the 23000 account, the tax is going to the inventory expense accountThe account 23000 is designated for taxes.We are unsure whether we missed any setup since this is working fine in AR, but not in AP where the tax entry is not being entered.

574
jionymacabuhay
Varsity I
N
Freshman I
NachtigallFreshman I
asked in Low Code | No Code Customizations or Integrations
Display URL images in Notification Templates

Hello, Im trying to Display an icon in one of our notification templates. I tried a few methodes but nothing really worked out. On the one side I got the image on the template but I also got it attatchet to the Mail, on the other side I tried it with google API and URL, but the image wont even show up. Does anyone know what I could do? (As informatoin Iam using Outlook as the E-Mail provider)

1294
N
Freshman I
C
Semi-Pro I
chidao
asked in Financials
Withholding Tax

Hello All,I have a case where I must record withholding tax and submit it to the government.Ex: Bill from Vendor is 100$ (does not include any taxes), withholding tax is 15%.As document F335 - Value Added Taxes. there are 2 ways to record withholding taxes.Option 1: Enter directly to GL through Journal Transaction, the entry included:  Debit Credit Payable Account   100 Withholding Tax   15 Expense Account 115    Disadvantage: The system doesn't calculate tax amount. The user needs to manually calculate and input it.Option 2: Create Bill and apply Bill with Payment → Tax Amount will be automatically calculated and booked to GL after Payment is released.Entries on Bill  Debit Credit Payable Account   100 Expense Account 100   Entries on Payment  Debit Credit Bank Account   85 Withholding Tax   15 Payable Account 100    Because the system defaults to the withholding tax will be extracted tax amount from the Amount on the Bill,

3325
Laura02
Captain II
Sagar Greytrix
Captain II
Sagar GreytrixCaptain II
asked in Configuration and Installation
Inspect element feature enable from Access rights

Hi community,I'm working on enabling the inspect element (CTRL + ALT + Click) feature for non-admin users who don't have the Customizer role. Wondering if I can handle this through Access Rights by Role or Access Rights by User settings.I found This link, but it's still pending review, so I'm not sure if it's feasible or not.Thanks,Sagar

3822
Sagar Greytrix
Captain II
H
Semi-Pro II
HarrySemi-Pro II
asked in Construction
How to mass update Project Task Subaccounts

Hello all,I have been looking for ways to mass update the subaccounts for Project Tasks & then in the Projects too. I only know of the import scenario for now. Are there any other ways to achieve this? Thanks in advance.

892
YasasWithanage76
Acumatica Employee
A
Freshman I
AFILIPOVAFreshman I
asked in Develop Customizations
Error CS Form

Hi, I get the following error when created a Sales Order and not sure how to resolve this. “An error occurred during processing of the field InventoryID: Invalid mask specified in segment 1 for Combine Sales Sub. From..”Can you, please, help

1596
Laura02
Captain II
M
Freshman I
Mayssa2Freshman I
asked in Distribution
Management Event & Warehouse

Hello,I need to make warehouses inactive via a management event if there has been no stock movement for more than 6 months. Which screen do you think I should use?Any ideas for the conditions to be set on the management event? Version Flex : Version 23.1.2312.120 [23.111.0026]Thanks in advance.

383
dcomerford
Captain II
Y
Varsity II
ygagnaire12Varsity II
asked in Other Developer Topics
How to hide the context menu appearing when hovering over screen names in workspaces ?

Hi,I have a very basic question, but I’m struggling to find the anwser. We created a new screen where we do not allow inserts and updates. The properties AllowInsert, AllowUpdate and AllowDelete are set to false for the main view of the graph, However, when the users hover the name of the screen in a workspace, a contextual menu apprears with item “+NEW”. How can I prevent this menu to popup or at least, remove the create item from it ?  

620
Y
Varsity II
O
Freshman I
ocarvalhoFreshman I
asked in Develop Customizations
SO error

Hey guys, So whenever I try to add an inventory ID to a sales order - I get the following error: Error: An error occurred during processing of the field InventoryID: CS Error: Invalid mask specified in segment 1 for Combine Sales Sub. From.. But I can use the inventory in AR no problem - can someone help with this 

2185
Manikanta Dhulipudi
Captain II
H
Varsity I
hotdokVarsity I
asked in Develop Customizations
BQL get all vendors by all items in sales order

Good day,I need to build PXSelector BQL to get all vendors for current sales order. Something likePXSelector(typeof(Search2<Vendor.bAccountID, InnerJoin<PO.POVendorInventory,                On<PO.POVendorInventory.vendorID, Equal<Vendor.bAccountID>                    , And<PO.POVendorInventory.inventoryID, In<SOLine.inventoryID>>>>>)

494
Chris Hackett
Community Manager
J
Freshman II
jorgep17Freshman II
asked in Financials
Report to show details about AR Transactions

Hello Guys, as always thanks in advance for any help provided here. My controller is asking if there is a way to look at a report that just show AR transactions, and NOT   “SO transactions”. He says that all orders originate from SO, then they go to AR, and from there they end up in GL. He wants to know a way to pull JUST transactions that were done in AR (modifications, dollars changes, etc) that were done specifically in AR.  He wants to be able to filter out by the Types or AR transactions done in AR, linked to the SO transaction.... so he can then compare, and match with GL. That shows the SO that originated from, but shows the changes made in AR.Does that makes sense? We have another Vendor we use for reporting called DataSelf that is only looking at the SO, not the AR. And they are having some discrepancies

1063
K
Semi-Pro II
N
ncarrier
asked in Low Code | No Code Customizations or Integrations
Project Management Software Integrations with Acumatica?

Hi there,Is there any project management software that integrates with Acumatica? I have seen the community-supported Smartsheet integration and a reference to Assignar but nothing else. We are investigating options.We are not using construction edition - we need project management for product development projects.Thank you!

5124
A
Freshman I

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