Discussion Forums

Hello, me again 😅 In the file I'm working on, I have a situation where the warehouse for some part numbers is not displayed.I added a formula to replace the blank spaces with the selected warehouse, but it gives it to me in the form of a number.Is there a way to change it to text?Can this formula be defined from the table relationship? 

Hello, i am trying to update multiple field values using a business event action attached to a GI. My Import Scenario has all necessary fields, but my business event won’t work.I always get the following error and we can’t see why he would need this. The Formula for “Type” returns the Shortcode for Dropship - so just DP.  I created:Generic Inquiry Data Provider (Business Events) Import Scenario Business EventAny ideas? We are clueless.

While confirming shipment i am getting below error how to fix this so it could not replicate in future as well.“One or more lines for item '202-00113-102' have quantities that have not been packed.”  

When we try to scan and receive non-stock items, we are getting stuck on the step where it asks for a location of the product. These products are non-stock, thus no inventory location to receive to. Are you able to use the scan feature for non-stock items? If so, what are we to put i the location field when prompted?

How do we unlink a Sales Order from a Service Order? The Sales Order should not have been created in the first place, but it was - and 2 lines linked from the Sales Quote and the Sales Order are linked to the Service Order. Both the Service Order and Sales Order are “stuck”. We want to only bill the customer off the Service Order and cancel the Sales Order all tyogether, but Acumatica will not allow this. The Service Order is Complete but cannot be billed because of the link to the Sales Order. Suggestions? 

Here is the URL that has been working for well over a yearhttps://companyx.acumatica.com/ODatav4/companyx/PX_OBJECTS_AR_ARADDRESS?$format=jsonStarting on October 8th, 2024. the Azure Data Factory pipelines started failing with the error ”ErrorCode=RestCallFailedWithClientError,'Type=Microsoft.DataTransfer.Common.Shared.HybridDeliveryException,Message=Rest call failed with client error, status code 404 NotFound”I am hunting for a change notification or something regarding the URL needing to be updated or something, but I am not having any luck. Thoughts? 

We have a customer that requires the use of data matrix barcodes containing multiple pieces of data (Item barcode and serial number). The Acumatica WMS will read this type of 2D barcode, but we are not able to print them in order to label items.What solutions or ISVs are available to allow us to print the product labels?

We are likely using Workato for our HubSpot/Acumatica syncing.  I am looking for suggested scenarios and triggers if anyone has planned this out.  We will not be using the CRM module in Acumatica.;• Customer Data to/from• Company Data to/from• Quotes to update deals in HubSpot• Big Commerce also will be in the mix. 

One of my clients recently had a very significant issue due to the way the Acumatica Customization Projects screen works when publishing customizations to the Customer Portal.  Because of the behavior of the publishing screens, a mistake was made that unpublished the portal project and opened up some security issues as the customization on the portal is used to restrict user’s access to Acumatica data based on some items such as the class of the user.Here is the scenario:We have a large number of projects published in ERP.  We have ONE project published in the Portal.  When you open the Customization Projects screen in the Portal, it shows all projects, both ERP and Portal.  The same is true in the ERP screen.  It shows everything.In ERP, we have the Selected checkbox saved next to all projects EXCEPT the portal project.  If you try to publish a portal project in ERP, you will get an error, which is good.If you open Customization Projects in the Portal, i

Good day CommunityMy client wants to change the rate of depreciation from 1 year ago, so I need to reverse the depreciation for the entire year and recalculate it. There are about 250 assets, so unless absolutely necessary, I don’t want to have to reverse and recapture them all.I also know I can reverse the batches one by one by copying them and making the depreciation a minus in each batch, but that will also take forever.I can’t see a way to use an import scenario to reverse each month, but maybe one of you has some ideas? I especially appealing to you, Laura02 as you’ve been so helpful on Fixed Assets in the past.Many thanks

I created a sales order, and the shipment has been confirmed with an attached inventory reference. Now, I need to delete the shipment, but since the inventory reference is in a released status, I'm unable to proceed. Is there any way to resolve this?

What are the ISVs available for Advanced Material and Production Planning and quality control for manufacturing client?

Has anyone been able to create supply type purchase orders without creating production order?Example:You have a raw material (stock item) You send this raw material out to get modified by a vendor (let’s say adding color to it) They do whatever they need to do to modify it They send it back to you and you receive it in as a different stock item (for us it’s another raw material we will then use for a production order) I understand creating the bill of materials with the service and the raw materials, but creating a production order to do this does not align with what we are doing (that is suppliers responsibility to have a production order).  So this is creating additional work for something that is a rather simple process. We simply want to create a vendor purchase order, pick the material needed to the purchase order and then receive it in as another item. I can’t find a way to pick raw materials to purchas

Hi All,Please note that the blanket order cannot be canceled due to the issue mentioned below.All child orders have been canceled in the system, and there are no remaining related document links.  

Hello,I’m configuring Landed Cost in Acumatica for the first time. (version 2022 R1)The process seems clear but the end result is $0 adjustment to my item.  What am I missing?My example is applying insurance costs weighted by Cost Amount across 3 items on a PO Receipt.Purchase Order (notice, 2 non-stock items on lines 1, 3 and one Stock Item is on line 2):PO Receipt: All Items Received.Landed Cost:

I’m trying to produce a list of project transactions with the related attachments.  I know I’d have to link PMTran to NoteDoc but once I’ve done that I don’t know how to add the attachment to the report.The construction module has a report that’s suppose to do this but it runs off of invoice dates instead of financial periods and seems to miss a lot of invoices that I know have attachments.Any suggestions?

After converting from 22R2 to 24R1, I’m now getting this error:The method or operation is not implemented. I’m not sure why since my class is deriving from the PXBqlTable class as required:https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=0f93d1d7-e0e5-b731-8677-4fb4fe145e0c Am I supposed supposed to implement the GetBqlTableSystemData() method?  How?Here’s my class:[Serializable]    //[PXHidden]    public class InventoryItemPrintSelectFilter : PXBqlTable, IBqlTable    {        #region Selected        [PXBool]        [PXUIField(DisplayName = "Selected")]        public virtual bool? Selected { get; set; }        public abstract class selected : PX.Data.BQL.BqlBool.Field<selected&

I am prepping to launch an additional Shopify store and would like to complete some integration testing with other customizations in a recent copy of our production tenant. I just want to be sure that activating a store in the Test Tenant will not count towards our Max Number of Stores of our license, preventing me from enabling in Production at go live.  Can anyone confirm this? The test tenant is in the same SaaS instance as our production tenant (not a stand alone sandbox).    

Please note,Shopify does not immediately fulfill gift card orders automatically. It is by checkout settings. Even if fulfilled, Acumatica will import these orders. Acumatica will not import only the Archived orders.  So with that, what I would suggest you is either you should make Gift Cards not be fulfilled automatically or make the order not to be Archived as soon as it is fulfilled. I would go with the former.Please see the below screenshot for more clarity. It is excerpt from Shopify Checkout settings.  

How can I link AR Prepayment to a project in the beginning of the project without making invoice first?

On SOOrderEntry the Contact field has AllowAddNew set to True in the aspx. I’d like to default the BAccountID field value on the screen that pops up (CR302000).When you click the + button on the Customer screen under contacts, I see that button is really a PXAction hiding as a new record button. In that case, the contact that is created is automatically assigned to the Customer’s BAccountID.Is there an event that I can intercept when the AllowAddNew button is clicked? Or should I add my own button and hide the existing button?

Hi All, Close financial period in payable for 10-2024 Not able to close the period even all unreleased documents are cleared , But for other workspace all are closed only for AP  iam not able to closeattached screenshots for your reference

We’ve had contracts set up after a number of bills have been entered so I now have a mix of costs in a cost code - some recorded to a contract and some not.Since the contract was set up for it’s full value I now have open commitments that will never be release.I’m trying to find a query or a report that will show me all of the transaction for a project/cost code AND include the subcontract number for each line.  Once I’ve identified transactions that should have been part of the contract I can enter a reclassing entry reducing the amount recorded without the contract and increasing the amount billed to the contract.Here’s the kicker, I can’t find the subcontract number captured in PMTRAN nor GLTRAN.Besides the billing screen of the project, the only other place I see the subcontract is on the bill input screen.Can anyone point me to where this data is stored?

Hi,I am trying to setup a financial report template for a client and I am trying to have a different formula for the expenses. Currently, the budget variance is currently set to subtract the Budget amount from the YTD amount. However, they would like to have it set the opposite for only expenses. Is there a way to achieve this?   Thank you,Joey