Discussion Forums

I am setting up FedEx and UPS integrated shipping, however, my team is needing to send Paks, which I don’t see the option to create within Boxes. How do I create this shipping “box” so the APIs detect the right shipping size?

I am trying to create a new processing screen which only shows sales orders with specific criteria.I have the following at the moment which works and allows me to process sales orders to assign the current user as owner. This is the start of a more complex process but I just need to get the basics working currently: using System;using PX.Data;using PX.Objects.SO;using PX.Data.BQL.Fluent;using PX.TM;namespace PPCustomOrderProcess{ public class AIProcessOrdersCust : PXGraph<AIProcessOrdersCust> { public class wOOrderType: PX.Data.Constant<string> { public wOOrderType() : base("WO") { } } public class paymentMethodAFFIRM: PX.Data.Constant<string> { public paymentMethodAFFIRM() : base("AFFIRM") { } } public class paymentMethodAFTERPAY: PX.Data.Constant<string> { public paymentMethodAFTERPAY() : base("AFTERPAY") { } } public class paymentMethodPAYPAL: PX.Data.Constant<string> { public paymentMethodPAYPAL() : base("PAYP

Customer is asking for guideline that things to review when users are reporting performance issue Is there a document available for this ?  Has anyone create one ? 

Example:We purchase feather meal in a pallet of 50 bags (that is one stock item), we then do production orders to create single bags of feather meal, and that feather meal is also used in mixes.If we want to purchase pallets of feather meal once a year, how do I tell what my demand is based on past sales orders of all forms of feather meal and all mixes that feather meal is used in? We have BoMs set up for all of this data.On a second note this is our first sales season with Acumatica so we do not have sales history in Acumatica. Is there a way to put that information in Acumatica to help calculate that total needed?I thought Forecasting was the solution for this but it doesn’t seem to be (but maybe I don’t understand forecasting well).Thanks!!

Hello, We have Shopify connected to Acumatica. I have the Sales order entity attempt 100 syncs for sales orders before the status changes to Aborted. Sometimes our stores get really busy and the inventory can be off, so a sale takes place when the inventory doesn’t show up in Acumatica, thus the order fails to sync. The staff don’t make the adjustments for a few days, so it fails 100 times. When they finally correct it in the system, I have to manually sync the order from the Sync History screen to get the order to go through. I want to automate this process using an import scenario, but it doesn’t appear to be working. Any help is appreciated! I have the data provider set up to look for orders on the Sync history screen that are in the Aborted Status. Then I take the External ID from Shopify, select it, and try to sync. The import scenario says it runs successfully with no errors, yet nothing happens. 

HI, We are trying to run a few import scenarios one after the other. We want to import customers then customer notes then customer locationsThere are 3 separate scenarios that accomplish this. What is the best way to accomplish this? Is scheduling them via the Process Import Scenario screen the best way? Or is running them one at a time the best way? Thanks in advance! 

Hi Everyone,I am currently facing an issue when inserting values into the database. The DAC has default values for certain fields, but whenever I insert new data, these default values are being overwritten, even though they should be retained automatically.Could you please advise on the best approach to ensure that the default values are respected during the insertion process, and are not affected by the data being inserted?Any assistance or guidance would be greatly appreciated.this my code int linenum = EstimatePriceBreaks.Select().Count(); AMEstimatePriceBreak PriceBreak = new AMEstimatePriceBreak {     EstimateID = row.EstimateID,     RevisionID = row.RevisionID,     LineNbr = (linenum + 1),     OrderQty = Total_Qty,     UnitCost = Total_Price,     CuryUnitCost = Total_Price,     CuryExtCost = sum,     ExtCost = sum }; EstimatePriceBreaks.Insert(PriceBreak); Base.Actions.PressSave(); Base.Caches.Clear();Thank you in advance for your time and support.

I’ve created a custom header/detail screen to help us with physical inventory review and reconciliation. Physical Inventory is always on a tight timeline, and we really need to somehow be able to have multiple users working on the same document simultaneously.Obviously they still shouldn’t be allowed to modify the same detail records at the same time, but I want to allow both to access and update different lines of the same detail document at the same time.  Is there any way possible to do this? I appreciate any ideas.

When reviewing the Cash Account Details screen, the beginning and ending balances change when the Include Unreleased checkbox is checked or unchecked.  The debit and credit amounts do not change and there is no change in the listed documents.The first test was to set the start date back before the initial go-live date through to tomorrow’s date.  In that scenario, nothing changed when the Include Unreleased checkbox was toggled.Moving the start date up to 10/31 through tomorrow’s date started the beginning and ending balances to change.  As the date is moved up closer to today’s date, the amount of the change in the beginning and ending balances changes. I have reviewed the reconciliation statement that is on Hold and could not make any changes there that affected the beginning and ending balances, but I did note that the earliest unreconciled document was dated 10/31.  The difference in the begging and ending balances did not equal the amount of the un-reconciled document.When I look

Hello,I am wondering if there are any recommended handheld computers that work with the Acumatica WMS app. I came across an article detailing the barcode scanning devices supported by Acumatica’s WMS, but the article is from four years ago, and we are now using Acumatica version 2024 R1.Article: https://community.acumatica.com/how%2Dtos%2Dand%2Dfaqs%2D240/warehouse%2Dmanagement%2Dfaqs%2Dscanners%2D462We have the Honeywell CT60 (link) that we purchased three years ago for our previous ERP system and recently used for an inventory count in Acumatica. However, we encountered issues with the number pad, and the Enter key did not function when setting the quantity.I am curious if anyone has tested other handheld computers that work seamlessly with all functions in inventory counting and picking process.

I'm getting a primary key violation on the CRCaseCommitments table in 24R2 when adding Activity. Has anyone experience this?

Has anyone found (or created) a Project Cash Flow report? It would be great to see payments received, and bills paid by project.

Meet Andre St. Amour our Acumatica Community Featured Member for December 2024. It’s great to have you as part of the Acumatica Community ​@andrestamour43!Hello everyone! I am Andre St. Amour, a Sr. Business Analyst for the Manufacturing team here at Acumatica. I have been with Acumatica for three and a half years. I originally started my career as a Manufacturing Engineer in the Cleveland Ohio area. I have gone through an ERP re-implementation and helped customize a different ERP system to meet the needs of that business.I Joined Acumatica in 2021 when I moved to be closer to my now wife in Columbus Ohio. I have enjoyed learning to think about software for a whole industry vs at the company level and the different challenges that this can bring. My favorite part of the job is getting to interact with our customers to learn about their unique businesses and products. I love to read and respond to posts on communities to connect and help others between each Summit.In my personal life, I

Hello,One of our customer has the below requirement.In the Bills and Adjustment form, we have enabled a new field to record the  contract number. Our customer is getting bills (Supplier invoices ) for utility expenses from their suppliers and our customer is recording each bill against a particular contract number. If the bill count is exceed 2 for a particular contract the user needs to get notified through an email. As an example:Lets assume we received a utility bill from supplier ABC for the contract 001. Then again we received another bill from the supplier ABC for contract 001. At this point, we have two bills against for the contract 001. Assume we are getting third bill for the contract 001. Once we entered the third bill to the system, system should generate and email.How can we cater this requirement?TIAMichelle

I am unfamiliar with anything involving the Microsoft SQL Server.  I have downloaded the Microsoft Server 2022 Developer from microsoft, but when I try to deploy a new instance of Acumatica it begins and then just disappears when it starts the DB install.

I’m try to add a user defined field to the production order page, so our employees can enter certain data on Production Orders. However, under the customization tab, I don’t see the option for user defined fields like in Sales Orders. Is user defined fields an option in POs, and if so, how can it be activated?

In the  code I’m trying to Extend InventoryItem DAC to include the AlternateID from INItemXRef I created a customization project, and added the required code, the new field showing in the InventoryItem fields,Code:  public class InventoryItemExt : PXCacheExtension<InventoryItem> { #region CustomAlternateID [PXString(50, IsUnicode = true)] [PXUIField(DisplayName = "GTIN/EAN/UPC/ISBN")] [PXSelector( typeof(Search<INItemXRef.alternateID, Where<INItemXRef.inventoryID, Equal<Current<InventoryItem.inventoryID>>, And<INItemXRef.alternateType, Equal<INAlternateType.gIN>>>>), typeof(INItemXRef.alternateID), SubstituteKey = typeof(INItemXRef.alternateID))] public virtual string CustomAlternateID { get; set; } public abstract class customAlternateID : PX.Data.BQL.BqlString.Field<customAlternateID> { } #endregi

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share  Andre St. Amour - Acumatica Community Featured Member for December 2024Meet Andre St. Amour our Acumatica Community Featured Member for December 2024. It’s great to have you as part of the Acumatica Community ​@andrestamour43! How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. Announcements, Hot Tips, Known Issues and Blogs Shoutout to the following members who provided t

Is there a way to print multiple customer invoices from Receivables → Customers → Customer Details without opening each invoice first?  Or is there a better spot to go to in order to print multiple invoices for a customer?

I am trying to troubleshoot an issue with the way the sales details panel displays:In my screen below, I can clearly see a yellow icon and the quantity in red for items we will not be able to fulfill: But not all my users can see it. I thought it was a security setting but even after I gave the other user the same roles I have, they still cannot see it.I thought it was a resolution problem but again, no luckAnyone knows how to make this warning show?

Hi all, I have a customization project where I have added custom fields to PMTASK and Project Address.I have them on the screen and they work fine. The 2 Fields that I added to addresses appear and I can add to the extended endpoint. For the Project Task I do not see it in Task Summary or Summary→ Task Properties.  I can see it in the DAC.Any Ideas?  I created the fields the same way. Thank you

Hi Community, I was referred here by someone from support. Does any one have already experience an issue on the invoices after the upgrade? The invoice from service order has a direct link which shows on the related document of the invoice. After our upgrade, the related svc doc nbr (related document) is still showing on the invoice, however, you cannot use this as a reference in generic inquiries or reports. Is this a known issue on 2024 R1? Does anyone have a resolution to fix this?

I am trying to configure my stock item’s (Item A) inventory planning settings to create a single production order based on available inventory of the item being used to create Item A (Item B) and open sales orders for Item A.According to current sales orders I need manufacture 16 Item AItem A has the current Inventory Planning Settings (I have double checked to make sure the warehouse details for this item are the same)Planning Method: MRPSource: ManufacturingMin Order Size: 0Max Order Size: 1000Lot Size: 0I have tried a wide array of settings and so far haven’t been able to reach my goal.Thanks! 

I have custom fields setup on DAC extensions for our sales orders and invoices.  I am trying to update our SOShipmentEntry graph to copy the custom field from the Sales Order to the Invoice that is being created.   I haven’t added many custom fields to Invoices so I used the customization UI to create the new field.  That new field ended up being added to an extension on ARRegister.  In the customization I’m working on we already have an InvoiceShipment Delegate setup that is responsible for copying an Address Line 4 for both Billing and Shipping addresses.  This delegate does exactly what it should and has been working for a long time.  I’ve found a number of other posts here covering a similar concept from the SOOrderEntry side of things but so far haven’t found something that works when invoices are created from SOShipmentEntry.  Given that we’re already successfully copying Address Line 4 to the addresses on invoices, I didn’t think I’d have a big problem making this work.My proble