Discussion Forums

My customer have some short terms Projects . Projects Last for 2 ,3 days . They uses employee and Equipment time cards for Posting project costs. The Challenge is since the Acumatica Time sheet is Weekly , they are not able to bill (T&M) the Customer when the project is complete . They have to wait until the week is closed.How others are managing this type of projects  ? Any suggestions ? 

I’m trying to setup integrating FedEx, and I’ve been trying to setup the RestCarrier setting. All of the guides I’ve seen are just for PX.FedExCarrier.FedExCarrier, and don’t work for PX.FedExRestCarrier.FedExRestCarrier.

I am trying to make a copy of the Sales Orders GI that is in Acumatica but I want the GI to display the Inventory ID of the items in the Sales order, I tried adding the SOLine table to the GI and relating it to the SOOrder table but the Inventory ID result tab just shows up as blank for all sales orders despite having multiple Inventory items and Inventory ID codes in each SO. has anyone else ever done this before and could show me what I need to do to get those ID codes to display in the GI?

Hello,Has anyone encountered the following - If I copy the Item Class name from different places it gives me different values and I’m wondering why, and which one is the appropriate one to use if I’m trying to use the Item Class name as a FILTER for my Ecommerce Export Filter.I have a class ID defined as such:: Now...if I copy the value from different places, I get the following ‘versions’: “PURCHASED -MISC”  (If I copy from the Stock Item Summary Screen)“PURCHASED_-MISC______ “ (if I copy from the Item Class)“PURCHASED MISC”  (If I copy from the Stock Item General Tab of the item).why does this happen?

When I create a Production Order for a specific assembly, the system grabs a BOM that is NOT set as the default. What am I doing wrong? Why doesn’t the RO use the default BOM? I’m assuming there is a setting somewhere I’m missing...Thanks!! 

Hi team, is there by default, or has anyone had success customizing a ‘first sale date’ on the stock item profile? This would function as the date of the first sales order released which contained that SKU.  The idea being we could use this to report on product lifecycles. For instance, products are tagged as ‘Launch’ if their first sale date is <12months ago. We would then run a scheduled automation monthly to switch SKUs into the next sales phase at 13 months.Thanks!

When I run Allocations by Project,  I am getting an error message of  “ The given key was not present in the dictionary.” but only on one project.  All of my other allocations ran without an issue.  The project was setup from a template like all the projects are.  It only has one cost on it for the month. I checked the one cost that hit and there was nothing unusual about it.  Everything except the amounts and the customer appear to be the same on this project versus the other projects that ran without issue.  Any ideas of where to look for the issue?

We will be creating Blanket Sales Orders, after being on Acumatica for a while.I noticed that Blanket Sales Orders show up alongside the child sales orders on the SOOrder and SOLine DACs, which causes lines to duplicate in GI’s using these tables (For each child sales order line, a blanket order shows).My current plan is to filter each GI (we have hundreds affected) where the order type’s SOOrderType.Behavior = “Blanket order” as a future proof if the order type id or additional blanket order types are introduced. (DAC)Is there another route that doesn’t require a change to every GI?Anything else I should be thinking through?

Wir haben mal im Arbeitskalender CS209000 der Ressource Unterbrechungszeiten hinterlegt, diese sollten Pausen darstellen.Ich habe diese Zeiten in ALLEN Kalendern und Ressourcen wieder gelöscht und auch neue Aufträge damit erstellt.Trotzdem habe ich in der Ressourcen Planung AM000001 seit dem bis 2029 alle Pausen eingeplant und angezeigt. Auch “Planung und Kapazitäten aktualisieren” AM512000 hat diesen umstand nicht mehr ändern können.

I am using version 24.106.0018. I created a date field named UsrXYZ. Below is my code:#region UsrXYZ[PXDBDate][PXUIField(DisplayName="Date")]public virtual DateTime? UsrXYZ { get; set; }public abstract class usrXYZ : PX.Data.BQL.BqlDateTime.Field<usrXYZ> { }#endregion However, in SSMS, it showed as below: SELECT DATA_TYPE, CHARACTER_MAXIMUM_LENGTH, NUMERIC_PRECISION, NUMERIC_SCALEFROM INFORMATION_SCHEMA.COLUMNSWHERE TABLE_NAME = 'RQRequisition' AND COLUMN_NAME = 'UsrXYZ';

I want to use the Unit Rate to allocate billable expenses to a COGS account but the Unit Rate does not get pushed to the Project Transaction. I can’t find a “Known Issue”.  Is this standard Acumatica?  

Hi everybody.I’m trying to modify a GI but i cannot get it to work the way i want.what I want is for this column to be displayed as the "mold" column (with dashes) 

Hello Community! I have not had any luck in finding a clean answer to this, but I am hoping somebody has a good quick and painless answer lol. We have a customer that has multiple branches, and when using Dashboards and their widgets, those numbers are being pulled from every branch. We need a way to have the Dashboards/widgets only pull the information based on the branch that they are currently in. How can we do that? Thanks in advance. 

Hi,@Omar Ghazi We started to use Team notifications since Acumatica Upgrade, and we started to receive this message below ’Action Required: O365 connectors within Teams will be deprecated’. I know that we can pass tough Power apps as a workaround but does Acumatica plan to adapt this so that it is still simple and easy to create a notification with Team in the future?Thanks 

Attempting to import some additional warehouse locations and I was noticing that “Include in Qty Available” box was not being checked even though my import records all say “True” for this setting.After some clicking around in the locations table I noticed that if I had “Sort Location” checked the “Include in Qty Available” box was grayed out and unclickable. But if I unchecked “Sort Location” I could select “Include in Qty Available”BUT if I tried to select “Sort Location” when “Include in Qty Available” was checked, that would uncheck the “Include in Qty Available” box.I don’t remember this being an issue during my first import and as far as I can tell comparing to a location that has both boxes checked off, nothing seems different (other than the description naming convention)Thanks! 

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When you export reports from Acumatica to excel, the headers of the report are repeated at every screen break.  How do you stop these headers from repeating in excel?  There are no page breaks in the column sets or row sets.  This is something that annoys many clients, as they have to manually remove the headers from the excel file every time they export a report.

I am new to shoplifty I am trying to help customer map new fields from the Shipment to Shopify Is this done on Entities as below ? 

Does anyone know of an iquiry that can give me a list of open service orders that have items on them from a specific warehouse? For example. I would like to list open/completed service orders that have items on them frome warehouse 03 within a specific time period.

In a report I need to fetch data from GLHistory DAC, in my report table schema I have join GLAccount also. I need to get the sum of GLHistory.FinBegBalance where the Account Id is equal to 7000. for that I add variable and set its value base on a IIF condition. but it is not working.Herewith I have attached my report, inside the details section I have define the variables. currently I have changed the if condition as bellow for debugging purposes=IIf( [Account.AccountCD] = '7001',True, False) I tried different ways such as=IIf( [Account.AccountID] = 7001,True, False) =IIf( [Account.AccountCD] = 7001,True, False) etc. but nothing works

Good day,I want to create a customer through Acumatica Web service endpoint, and I get this error:"error": "Inserting  'Address' record raised at least one error. Please review the errors.; CountryID: 'Country' cannot be empty.",Country is required to create the customer, so I have the field added in the web service endpoint and I have tried using CountryID or Country, but it gives the error.Any suggestions?{ "CustomerID":{"value":"TESTCUSTOMER"}, "CustomerName":{"value":"Test Customer"}, "SendDunningLettersbyEmail":{"value":false}, "SendInvoicesbyEmail":{"value":false}, "SendStatementsbyEmail":{"value":false}, "Address":{ "AddressLine1": {"value": "123 Main St"}, "City": {"value": "Random city"}, "Country": {"value": "US"}, "State": {"value": "CA"}, "PostalCode": {"value": "00000"} }, "Attributes": [ { "Attr

In the Acumatica Construction Edition, how would I create a ‘punch list’ for projects?  Is that something done through Cases?

Hello all,I am wondering how we can configure the system Purchase Order/Receiving/AP Bills to conditionally calculate tax or make exception based on the Company/Branch buying from a vendor? Vendors profiles are shared between all companies but some of our companies have tax exemptions, and some don’t. So, when we purchase stock/nonstock items using PO to AP or direct AP Bill, depending on what company/branch is the buyer, taxes should be added to the items or be exempted. How can we do this?

Most screens with grids have an option to import from an excel file.  Specifically I am talking about the SO entry screen below I have a customization where I customized and added an event handler on this screen and it fires fine when users are entering data in the grid.  But when they load records form file, it doesn’t handle.  Never fires the event from what I can tell.  I stripped it bare to see if the code was having an issue, but even the simplist code never fires as below:  protected void SOLine_RowUpdating(PXCache cache, PXRowUpdatingEventArgs e){    var row = (SOLine)e.NewRow;}But the same event fires when modifying the data in the screen. Any thoughts?  

I have had to change the URL of our production instance, and now I have no way to update the URL in the configuration wizard. Does anyone know where the configuration wizard stores its data?