Discussion Forums

I have an bill that has an unreleased retainage. When you look at this original bill the rounding diff is 0. Once I release the retainage which creates a new bill it now shows up with a rounding diff. The problem here is that although I can execute payment, the retainage bill stays open because of this rounding diff. And consequently by having the retainage bill open the original bill also stays open even though the full amount has been paid. How can I work around this? Retainage BillOriginal BillOriginal Bill 

How do you adjust total accumulated depreciation for an existing asset.  Our tax auditors are constantly changing the depreciation method at year end.  We get a depreciation schedule for the next year.

Hello,We recently been having this issue or every screen loading 10 secs before the next screen.Upon checking our AWS cloud we have never reached over 50% memory or cpu in the task manager.We still have 30% space left in our DB storage.Any advice on what should we do?This is how it’s like sometimes on a daily basis  Our version/build:Acumatica Cloud ERP 2022 R2Build 22.212.0046 +

Hello,Is it possible to have unit test cases in Acumatica for a hosted form? If so, how can we input data into the hosted form from the unit tests? I do have the hosted form tests using the Acumatica test sdk but I am hoping to work with unit cases.  Thanks

Hi, Is there a way to give rights to a user to just add/edit vendor item ID in the Stock items screen and save but not allow them to add/edit anything else on the stock items screen? 

We have a couple of End Period plus service contracts that we have been billing for nearly a year now. We now need to know how do we remove a piece of equipment from the service contract, but leave all others?  

Dealing with an odd situation where I have built a GI with parameters that looks at completed appointments but it is not pulling correctly based on the dates. The goal is to use the parameters to select a From Date and a To Date so we can see all the appointments within. The field we need to use however is the FS.Appointment.ScheduledStartDate - the scheduled start date is more accurate than execution date because our team does not necessarily update their appointments same day. When I filter between two dates (ex. Nov 11 - Nov 22), the appointments on November 22nd are not shown, they are filtered out. This appears to be because these have an execution date of Nov 25. My parameters and my conditions are all looking at Scheduled Start Date but they still seem to filter on/off based on an execution date. I’m unable to figure out why this is happening. Here is the table - you can see the To Date is set to Nov 22, but the data is shown only up to Nov 21.When I change the To Date to Nov 25

There are two columns, namely X and Y, in a grid. I need the following functionality: When the value in X is lower than the value in Y, the X field color should change to red. andWhen the value in Y is lower than the value in X, the Y field color should change to red.Example:For example, if X = 3 and Y = 6, the X field should appear in red.For example, if X = 8 and Y = 5, the Y field should appear in red. How to achieve this, I need steps on how and code if possible.Note: I do not want to highlight the entire row, only the specific field.

Hey folks,Looking to get some information for our Data Warehouse and came across a funky little calculation discrepancy that we can’t seem to figure out.  If you look at the SO Totals page in this example and you read the documentation it doesn’t seem that Unbilled Balance and Unshipped Amount are correct.   And can’t really figure out how these are calculated…   Also not sure how Order Level Discounts are factored in here, but any insight would be helpful.  We are trying to siphon out the unbilled/unshipped amounts for reporting and they do not match the SO values… 

I am trying to add Order Nbr.(ARTran-SOOrderNbr) to Prepayment and Application-Documents to Apply, the title shows up, but it did not bring the related Order Nbr to its invoice.What kind of update do I need to write for this attribute (ARtran_SOOrderNbr)

If we have our system set up to auto generate lot numbers for multiple stock items, will Acumatica create a unique lot number for a stock item compared to all other lot numbers or will it only be unique within that stock item?For exampleWe receive in stock item #1 and Acumatica assigns it a lot number of 0001, if we receive in stock item #2 will it receive a lot number of 0002 or 0001?Thanks!

I am trying to setup an import scenario to import stock images onto the attributes tab 23R2 - has anyone managed to be able to import the images.   Site I have has over 5000 Stock items and does not want to do this manually  

I am trying to use the Load Records from File function to import tasks into a project, however it appears as though certain properties cannot be uploaded such as Default Cost Subaccount… is there a way to enable those fields? 

I am developing a customization and would like to check if a user has access to a specific screen (or a Graph for that matter) in my code, I need to perform certain actions if they do not. How would I do that in my graph, which is not the same graph/screen?

One thing I have found with Acumatica is that there is no easy way to track missing time entries for each of our ~50 employees. Furthermore, we would like to see a report on how people are allocating their time to projects and tasks, without the bulkiness of the Employee Hours report. Does anyone have any recommendations for a third party that we can outsource the building of these reports to? I have tried my hand at this, but would rather rely on an more knowledgeable person.Thanks!

Is there anyone here that can guide me how am I going to create an email notification when there is a new case created in Acumatica?

Is anyone else using the True Commerce EDI solution with Acumatica 23 R1?  Our integration is being logged off constantly...sometimes once per day, sometimes once or more per week.  So far, no real solution from Acumatica support.  True Commerce support says this is not an issue on their side.  Any insight is appreciated.Thank you.

How can we handle items that have been ordered and received into the system but not used on the service order or appointment? We would like to have the item to show in our stock for the specific warehouse. We attempted to use the cancel process, but that did not work as expected. Thanks. 

We are using a GI to pull an inventory sheet and one of the columns has a name of Class for the grouping of items with specific INItemClass.ItemCLassCD such as 001-01-01, or 002-06-01. Items beginning with numbers such as 001, 002, 003, or 006 should show up as Class Items A or 010- - as ‘Other’ or 010-0- as Other. My SWITCH looks like this:=SWITCH(LEFT([INItemClass.ItemClassCD],3) = 001 OR LEFT([INItemClass.ItemClassCD],3) = 002 OR LEFT([INItemClass.ItemClassCD],3) = 003 OR LEFT([INItemClass.ItemClassCD],3) = 006, 'Class A',LEFT([INItemClass.ItemClassCD],3) = 007, 'Class B',LEFT([INItemClass.ItemClassCD],3) = 005 OR LEFT([INItemClass.ItemClassCD],3) = 013, 'Class C',LEFT([INItemClass.ItemClassCD],3) = 004 OR LEFT([INItemClass.ItemClassCD],3) = 008, 'Class D',LEFT([INItemClass.ItemClassCD],3) = 012, 'Class E',LEFT([INItemClass.ItemClassCD],3) = 010, 'Other')The code does pass Validation, the Class column just doesn’t show even though there are at least three pages of mixed classes. I a

Hello everyone!I’m trying to add a column from the BAccount table to the AR.52.10.00 Prepare Dunning Letter screen in order to provide more information.I wrote the following code, which publishes without errors. However, when I check the screen, the data doesn’t appear, and I can’t figure out where I might have gone wrong or if I’m approaching this incorrectly: using System;using System.Collections;using System.Collections.Generic;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.CM;using PX.Objects.Common.Extensions;using PX.Objects.GL.FinPeriods;using PX.Objects;using PX.Objects.AR;using PX.Objects.CR;using PX.Objects.CS;namespace PX.Objects.AR{  public class ARDunningLetterMaint_Extension : PXGraphExtension<PX.Objects.AR.ARDunningLetterMaint>  {  protected void  ARDunningLetterList_RowPersisting(PXCache cache, PXRowPersistingEventArgs e)    {        var row = (ARDunningLetterProcess.ARDunningLetterList)e.Row;        if (row == null || row.BAccountID ==

Hi, I’m trying to create a unit test for my Extension Library, but getting the error “PX.Data.PXException : CS Error: Numbering ID is null”. Here is the code snippet: protected virtual OpportunityMaint PrepareGraph() { Setup<OpportunityMaint>( new CRSetup { OpportunityNumberingID = "OPPORTUNTY", QuoteNumberingID = "CRQUOTE", CaseNumberingID = "CASE", MassMailNumberingID = "MMAIL", CampaignNumberingID = "CAMPAIGN", }); var graph = PXGraph.CreateInstance<OpportunityMaint>(); return graph; } [Fact] public void CalculateMarkup() { //arrange OpportunityMaint graph = PrepareGraph(); var graphExt = graph.GetExtension<OpportunityMaint_Extension>(); CROpportunity item = (CROpportunity)graph.Caches[typeof(CROpportunity)].Insert( new CROpportunity { OpportunityID = "OP000401",

Hi Experts,I have a requirement from a client regarding custom fields on the Customer Details (AR402000) screen. Specifically, the client wants the ability to filter and sort unbound custom fields directly in the grid.Here is the scenario:I added two unbound custom fields, Location ID and Location Name (both string data types), to the grid. The client wants to: Filter records in the grid by typing a value in these custom fields. Sort the records in ascending or descending order based on these fields. What I've Tried So Far:Added the custom fields (UsrLocationID and UsrLocationName) to the FastFilterFields property (along with fields like RefNbr, ExtRefNbr, and DocDesc). Set the AllowFilter and AllowSort properties to true for these fields in the customization editor.However, the filtering and sorting functionality is still not working for these unbound fields.Question:Is it possible to enable filtering and sorting for unbound custom fields using Acumatica's built-in attributes or cust

Have configured a Fixed Price Project with Allocation rules to correct recognize revenue. The project task specifies the same Non-Billable WIP Account as the allocation rule. When project billing is run the allocation transaction(s) are reversed correctly. I note that 100% of the allocation is reversed with the first billing regardless of the Completion % and invoice amount. I presume there is no apportionment possible?My problem is that if I have two Revenue budgets and project billing runs on one of these, then although the allocation transaction is on the same task there is no reversal. Even when the entire project is 100% complete/billed there is no reversal. The PM allocation transactions can be reversed manually. Is this correct behavior of can allocations somehow be reversed in this case? 

StepsCreate the purchase order for the non stock item created for FA purchases. Enter the PO receipt Create the AP bill Convert purchases to Fixed Assets Assign the PO to the already created FA Release FA transactionsI followed above steps to do the FA purchase and to convert the Purchase to an existing Fixed Asset. But even after releasing the transactions, the PO details, receipt details, bill details are not getting automatically updated in the designated fields. Has anyone faced the same issue? Is there a way to get the above issue sorted?  

Hi,I’m having an issue with a customisation.  Not sure if this is relevant, but this is the first customisation I have done in build 2022. All previous have been in 2021 builds and I haven’t seen this issue before: I have a processing form.  When I Update all, after approx. 4 seconds the dialog below pops up The processing form keeps running until it gets to 18 seconds, and then freezes.  Any further interaction with screen results in a request to reload the page  I think that the screen expirying is probably due to the debug message.   I have tried, click “yes, debug wp3.exe” with the following result:Clicking “New instance of Visual Studio Community 2019” results in the below:  Also, when debugging in Visual Studio, after approx 4 seconds I’m getting:Everything appears to be behaving normally up until this point eg. I can set break points, and execution stops on these as per normal. Thanks in advance for any help on this.JOhn.