Discussion Forums

we are trying to do our physical inventory count for year end.  we have about 9 count that when we try to complete we get the error “Unable to create adjustment for line ‘121’ Insufficient Qty. on hand for item ‘1234’’ in warehouse’  this warehouse hosts all our truck, so each truck is a location and all have the same part numbers.  i understand that as a whole based on the book qty the adjustment will cause the that item to go in the negative.  The solution would be to update one of the other trucks with this sku that would make this sku go positive first.  The problem is that we don’t know what truck that would be, and if we did, we get the same error with a different sku. it there for becomes one big circle with the same error. My only thought now is to make an one big adjustment dated before year end to every truck by adding 1 item of every sku to each truck, then update the physical inventory count to hopefully bring the inventory back in line. Any suggestions would be appreciated

We have added a new URL field to the Opportunity screen and on the mobile app we have it set to open the URLupdate screen CR304000 { update container "OpportunitySummary" {   add field "GoogleDriveLink" {   special = 'UrlOpen"   placeafter field "Contact"   } }}The url requires a username and password and on an Android device the URL opens and once the user has logged in once and saved the password they are never asked for the login again when the open the URL.On an Apple Device it asks for the username and password everything. Is there anything we can do to make the Apple Device behave the same way as the Android device. We tested it with a Google Drive link but also using the facebook URL as an example also.

Hi all, we recently added a new order type because we changed e-commerce platforms. Previously, our web orders were prefixed with “SO” like our normal phone orders. With our new ecom orders, we created a new “WO” order type so we could reset the numbering sequence, and also to differentiate from our regular SO orders.The issue -- when we go to choose a web order from the Package Label report (ScreenId=AM625006)When I type “SO” into the search field, I see all available SO orders… when I type in WO, it shows no results. HOWEVER -- if I type in the exact WO order number, I can print the associated… it’s just that it doesn’t show in the search results. Any thoughts/ideas?   

I created a custom processing screen.  At the end of the processing, I want to create a results report. public static void DoIt(List<UploadFileRevision> lineList, RecordsToProcessFilter currentFilter, bool isMassProcess = false) {DO ALL MY PROCESSING HEREAt the very end: if (results.GetRowCount() > 0) { throw new PXReportRequiredException(results, "IC604010", PXBaseRedirectException.WindowMode.NewWindow); }}If I have the PXReportRequiredException, the processing screen does not show the processing popup.  It also does not refresh the grid of items that are available to be processed (remove the items that were processed).  The report opens in a new window and it looks great.If I comment out the report redirect, the screen works perfectly.  Is there a way to create my results report and not break the standard processing screen?  I don’t absolutely have to have the report, but it is a nice feature.I am wondering if I can

I want to filter a report based on the CreatedDateTime and adjust for UTC.  I have the filter working properly in the body of the report but how can I use it in the filter of the report overall?Here’s what I want:=dateadd([EPActivityApprove.CreatedDateTime],'h',-6) = Today()or as another option, how can I filter so [EPActivityApprove.CreatedDateTime] = Today(UTC)

Hello,I’m working on a custom Commissions Report that shows Paid invoices in the Top section and Not-yet-fully-paid invoices for the same Salesperson, as of the same Period-end in the bottom section -  “Future Commissions”.The report works well until I connect the sub-report. One colleague helped me try the following ideas for passing the financial period to the subreport:Ideally we will pass the report parameters provided by the users - @Salesperson and @FinancialPeriod. Any period the User chooses upon printing, that value should pass to the subreport. When @Financial Period did not work, we tried a database field in the Parameters collection, [ARInvoice.FinPeriod], with no success. We tried hard-coding a Period that we know has commission activity in the Parameters collection.  We tried two different formats:  09-2024 and 202409, with and without quotes. We tried several fiscal periods, and the error presents for all periods we tested. When we remove the Sub Report Name, the report

On a project drop-ship PO, the Account Name on the shipping tab is showing as the Vendor's name. Is one able to change this to default to the Branch name?I see there is a customization for the setting of the shipping address on a purchase order. Would such a customization be possible for the Account Name on the PO?

Hi Everyone,I am working on a requirement to automatically change the status of a stock item to inactive once its quantity reaches zero across all warehouses. I successfully created a business event that triggers when this occurs, and I added an email notification as a subscriber, which is working fine. However, I am facing an issue with the import scenario that should automatically update the item's status. Does anyone have any suggestions on how to achieve this?This is how the BE is set up 

Hi everyone,May i ask for your help/insight with regards to this kind of inquiry in Sales Order > Shipment moduleScenario:I got two different SO transactions(SO#014067 & SO#014068) in one Shipment transaction, then I made the first shipment  of SO#014068 all the way to invoicing and payment of it, then the status of shipment transaction is Partially Invoiced.Now, my question is how can I edit the Shipment QTY(because I want to ship some SO lines in a partial) or how can the CORRECT SHIPMENT field can be use in this kind of scenario?Please any insight will be appreciatedPlease see screenshot for your referenceggil SO#014067 014068 Shipment # 002064  

 I am wondering how to add the running total of amount (PMRevenvueBudget) in the report footer based on the inventory Item ClassID description of the inventory id in the detailed section. 

Hi everyone,Can anyone enlighten me what is the problem why is it when i create a dashboard for our HR manager using the the generic inquiry of Purchase Order Summary, the dashboard doesn’t have a content just a symbol of LOCK after all i set up the widget propertiesPlease see screenshot, we are currently using Acumatica 2023 R2Appreciate your replies.Thank youggil      

Hello. Im trying to remove image file from stock item using api.Trying to process DELETE request to url /entity/Default/20.200.001/files/85c85649-8fbc-4a31-b8ce-5380ac3730fbbut getting an error “You are not logged in.”. But there is access token in request present and all other requests work fine. Could you help me with it? Thanks.

Hi,To get our inventory transactions to have correct financial coding, we were told to:Set Project-Specific Inventory = True on the Enable / Disable Features (CS100000) form Activate all the warehouses on the Warehouses (IN204000) form (there already is a related bug for correcting this behaviour ) Initialize Stock on the Recalculate Project Balances (PM504000) formWith the feature enabled, the project keys are correctly filled in the inventory GL transactions and the corresponding PM transactions are generated as expected.During the change we also updated warehouse GL fields.However, transactions are erroring due to inventory going negative which is not true since we can see the inventory.Any leads would be greatly appreciated as always.Thank you,Dave Z

H there,I‘ve been giving some thought to Favicon’s (the little logo that appears in the tab bar of a site).I’m wanting the ability to make individual screens within Acumatica surface a different FavIcon, based on the tenant in use, or the screen selected, for example. I’m aware that you can customize the favicon for a whole siite by just replacing site.ico But I’m having trouble trying to figure out how to do this at a deeper level.I was looking into using TamperMonkey to override the favicon for specific sites without having to work with Acumatica code, but I’ve gotten blocked on that method. (Suggestions for how to do this would be appreciated.  I have scripts that work for _other_ sites, but while the header > icon link has been overridden with a new URL/encoded image, the page itself seems to be overriding my changes at a different level.  Ditto for overwriting the Title of pages)

We have a custom field that we’ve added to a page and the client wants to make it required, but only require it based on the company they are in. So it would not be required if they are in Company A, Company B, or Company C but it would be required if they are in Company D. Is there an easy way to accomplish something like this?

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Is it possible to exclude a non-stock item like Freight on the line of an AP Bill from inclusion in the cash discount calculation?

I’m looking for the ability to create a bunch of DACs that all have the same fields without retyping the fields each time. So, for example I might have 3 different DACs that I want to bind to 3 different database tables. But the actual fields should be identical. Is there any easy way of doing this? My thought was to use DAC inheritance, where I’d have an abstract base class DAC A and then all my children DACs would automatically get the fields from DAC A added but still actually reference the different database tables behind the scenes. To be clear there wouldn’t actually be a database table for DAC A.If this isn’t possible not a big deal, it just means more copying and pasting for me.

We have a report in Report Designer where the results are not matching up with the GI. The GI is called CRRelation. There is a LEFT JOIN with SOOrder.NoteID and CRRelation.RefNoteID. The GI in the attached document shows that the LEFT join works as all the data across the board matches. Using the same type of LEFT join in the Report Designer and following it through various stages (also shown in the attachment) shows that everything appears to be matched up. The issue is that in the Notes field, section listed at the bottom of the attachment, the CRRelation.TargetNoteID  and the CRRelation.Description are suppose to match the top picture in the attachment. I’ve even tried using, in the Report Designer filter, a filter for the TargetType to be Sales Order, and again, no joy. I have not linked the CROpportunity to any of this as I didn’t think it would be necessary in this case.

I have been hunting for the access right that would hide the attached image totals on purchase orders in the header for a view only user that we do not want to allow to see cost of material. I am having a hard time locating the correct access right for this to revoke. Can anyone point me in the right direction? 

We ask customers to prepay for inventory items but not freight or tariffs.  Is there a way to include shipping on the Sales Order but not force the customer to pay for it till after delivery?

Is there a way to restrict users to only be able to edit activities created by them and not be able to edit ones created by colleagues i.e. you can only edit your own activities?

Acumatica and IMAPA few months back, IMAP stopped working, and I had to reconfigure the system email account set up in Acumatica to use POP3. We are using Acumatica version 2023 R1. Are there any issues I should know about with IMAP utilizing this version of Acumatica? If not, can anyone provide a link on how to properly set up IMAP to work with the 2023 R1 version of Acumatica? Thank you. 

How do I clear out the voided payments still sitting in the bank reconciliation screen.

I’m getting a ‘Location’ can be found in the system when trying to import Proforma invoices. Any ideas as to why this is happening? See below: