Discussion Forums

We are mainly using invoices from project pro proma. One objective of our company would be to create one pro forma per week in order to follow correctly our pucoming sales and wip (from pro forma, we can decide if the actual transaction is billable, or a write off)On the client’s side though, we would like to compine multiple pro forma into one invoice, in order to bill our client twice or once a month, without having to redo the whole proforma process Is it possible in acumatica? Thanks  

I have an invoice from a supplier that was shipped in multiple pieces.  Consequently they charged our credit card with multiple charges.  But, we only have a single invoice entered in AP.When trying to clear the bank transaction I can select “match to multiple invoices”, enter the vendor’s name into the “business name” and I see the single invoice.  If I select that invoice it correctly shows me an “unmatched amount” but I can’t figure out how to them match this to the second credit card charge.This doesn’t feel like an unusual practice so I’m assuming that I’m doing something wrong. 

Hello, We would like to export 1000+ invoice PDFs and are attempting to use an Export Scenario to do this.  We cannot use the existing filters on the Print Invoices/Memos screen as we need to filter on ship-to state as well. We have a list of invoices in a data provider, and are using the Print Invoices/Memos screen for the export scenario.We are struggling to find any documentation anywhere on how to use this screen in an export scenario so below is what we have in the Export Scenario so far:Does anyone have any experience with exporting PDFs in bulk like this?RegardsPatrick

Hi everyone,Testing bank feeds for the first time. Connected to a real bank account with years of history. After running Retrieve Bank Feed Transactions, it only goes one month back from current date. Does anyone know if possible to go back further?The Import Transactions From field was originally 1/1/2024. It updates every time process is run.   

Hi Acumatica community members, In one of my customers environment , I have created a sales order for a customer .In the customers screen I have defined the shipping rule as ‘Back Order Allowed’. In the sales order screen when creating a new sales order for this customer , the shipping rule in the sale order shows as ‘Back Order Allowed’ which is the expected behaviour.Then I created a shipment for this sales order for partial quantities , and confirmed the shipment . The sales order status shows as ‘Back Order’ which is the expected behaviour but the Shipping rule in the shipping tab  of the sales order and also the detail tab shows as ‘Ship Complete’ which is not the expected outcome. This should be ‘ Back Order Allowed’.I tested this in the default local instance , the behavious is the shipping rule kept ‘Back Order Allowed’ when the sales order is in the ‘back order’ state.In other words , I could not replicate the issue in my default local instance.Is there any reason for this beh

We have matched all our bank feeds in Banking > Process Bank Transactions.However, when we process the Reconciliation Report, the clear date on the transaction does not match with the date of the bank feed transaction line item that it was matched to.  Also, once reconciled, the reconciled transactions are still appearing in the bank feed. Is this a bug, or is there a step that has been missed? 

Hello Everyone,I have a custom field on the sales order header where users can enter a value. This same custom field is also available on all activity screens (Task, Email, Chat, Note, etc.). If a user creates an activity from the sales order, I need to pass the value of this custom field from the sales order to the activity screen.Additionally, this logic should also work for the shipment and invoice screens.In Acumatica, the activity screens are handled by the ActivityDetailsExt generic graph, which contains several virtual methods used for creating activities. I tried overriding these methods in the SOOrderEntry extension, but while there are no errors, the overridden methods are not being executed.Can anyone suggest how to pass the custom value from transaction screens (sales order, shipment, invoice) to the corresponding activity screens?Acumatica base code for activity logic is in below class. public class SOOrderEntry_ActivityDetailsExt : ActivityDetailsExt<SOOrderEntry, SOOr

Hi Community, Seeking your assistance for reference to set up POWER BI in Acumatica

Hello all,I have been trying to setup integration between Stamps.com & Acumatica but upon testing the connection it shows the following:How to resolve this?Update:Found the below info on Stamps.com website:I tried to test the connection using the Staging Endpoint URL as highlighted above, but now it displays “Authentication failed” error message. I also found out that i needed to register for a developer account. So just waiting to get it started and again test the connection.

I retreive a list of shipment numbers that i need to confirm in Acumatica I created an import scenario that accepts a csv file with “Shipment Nbr.” as the header. I created a web service endpoint mapped to Import By Scenario Screen I created an action called prepareImport The action has a parameter called Name which is the Import Scenario name Is it possible to send a list of shipment numbers in JSON format instead of csv through postman? What would the payload look like? Ive tried: {     "entity" : {         "ShipmentNbr" : {"value": "SHIP-0000002"}     } } {     "entity": {         "Name": { "value": "LA - Confirm Shipments" },         "parameters": {             "Shipment Nbr.": {                 "value": "SHIP-0000003"             }         }     } } Ive tried changing the url to pass the Name as a filter How can I acheive this? Thank you.

I’m working on a report based entirely off of PMTRAN (with PMCOSTCODE linked in to give me access to CostCodeCD).  I’m starting with parameters for project, startperiod & endperiod.  I’m then trying to filter so that I only select records from PMTRANS where PMTRAN.ProjectID = @project and where PMTRAN.FINPERIODID is between @startperiod and @endperiod.I can’t seem to get my date parameters into a format that is consistent with PMTRAN.FINERIODID.  I’ve triedcreating the parameters as ‘string’, ‘date’, and ‘integers’. creating a variable based on the parameters to put them in yyyymm format. creating variables to put all of the dates into yyyymm format.nothing seems to work.This is how I’m defining the parametersview name=Report.GetFieldSchema('OrganizationBranchReportParameters.FinPeriodID')default value=Report.GetDefExt('OrganizationBranchReportParameters.FinPeriodID')But I’ve also triedview name=Report.GetFieldSchema('PMTran.FinPeriodID')default value=Report.GetDefExt('Organization

​@Dmitrii Naumov - I wasn’t sure where to report this to. 24.204.0004Using the built in customization interface I asked it to create an override of the SOInvoiceEntry.InvoiceOrder method and it produced this:public delegate void InvoiceOrderDelegate(InvoiceOrderDelegateArgs args);[PXOverride]public void InvoiceOrder(InvoiceOrderArgs args, InvoiceOrderDelegate baseMethod){ baseMethod(args);}But should have produced this:public delegate void InvoiceOrderDelegate(InvoiceOrderArgs args);[PXOverride]public void InvoiceOrder(InvoiceOrderArgs args, InvoiceOrderDelegate baseMethod){ baseMethod(args);}It inserted the word “Delegate” into the name of the data type of the delegate’s parameter declaration.

HI, Having successfully sync imported some balances for a period, it is now possible to import balances from a prior period? Getting “There are no records to process.” error.  

I am trying to add the following two fields to the Expense receipt on the mobile app update screen EP301020 {  update container "ClaimDetails" {        add field "DetailsFieldServiceDetails#RelatedSvcDocType" {          placeafter field "DetailsFinancialDetailsExpenseReceipt#Location"          pickerType = Searchable          }        add field "DetailsFieldServiceDetails#RelatedSvcDocNbr" {          placeafter field "DetailsFieldServiceDetails#RelatedSvcDocType"          pickerType = Searchable          }   }   }The fields appear on the screen but when i select a Service or Appointment document it throws an error. I suspect it is because the field is a NoteID but it is trying to save the Order Reference. 

can not open multiply companies in Acumatica app for ios ?

We are seeking suggestions to modify an existing generic inquiry designed to retrieve the discount percentage based on the InventoryPriceClassId and CustomerId. While it functions correctly in most cases, we are encountering an issue where, for a specific InventoryPriceClassId, we receive four results instead of the expected single result. We require assistance to ensure that only the relevant '15PCTUP' discount code record is returned, corresponding to our specific Item Price class.  

We have an automation schedule that prints our shipping labels every minute after the shipments have been confirmed.  These prints are sent to our zebra printers and usually work without issue.  Some cases the label does not print and there is no error.How can we reprint a label for a confirmed shipment?  If we can identify which print job it is we can reprint it that way, but there is no way to preview the label and there are no identifiers in the print job screen to know which label is correct

Hi All, Sometimes I receive this error during authentication of system email. However, Sometimes, it works. Can you please help me to find the root cause of this error? I am trying to setup a system email. 

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?