Discussion Forums

Is it possible to use a contains filter in an ARMS report Profit and Loss like you can use with a GI? My client heavily uses sub-accounts and they want to be able to use "contains" filters with sub-accounts. For example, they want to be able to filter for the second segment in the subacount. So if they filter for '10' they would see the selected rows as you can see: 

Does anyone know if it’s possible to modify the list of options (without a Customization) in the Document Type field on the COMPLIANCE tab on the Vendors (AP303000) screen? I see on the Compliance Preferences (CL301000) screen that you can add attributes using the CUSTOM ATTRIBUTES and COMMON ATTRIBUTES tabs so I’m considering setting Document Type to Other for everything and using an attribute for a custom drop-down list, but I wanted to see if it’s possible to modify the Document Type list of options.

Our users (but not administrators) are experiencing the following.They run the profit and loss statement (we have various formats but this problem occurs in all, also standard Acumatica P&L report) They try to drill down on a figure They all get the same error - Error:  You have insufficient rights to access the object (CS600000).The screen that the error is referencing is not related to financials at all, it is a configuration screen.  Any ideas what access is required for this drill down to work?Edited to add - my apologies, the screen that it is trying to reference is this one: However this is not in the Finance Workspace of Access Rights by Screen.  How do I find it?

We received a pallet of good that were damaged upon arrival. How should we deal with this in Acumatica? Should I receive the items in full in Acumatica and then do an adjustment or should I NOT receive the items in Acumatica at all?Thanks!

Our Customer want to reverse inventory that has not been invoiced, however the shipment returned.We can reverse the Inventory by placing return orders in Acumatica.Create a Return type of orderStock Item is Lot tracked item.On the Sales Order, the option to add Invoice Details exist. On this screen it only give an option to add Lot Inventory items that has been issues with InvoiceThe customer has not been invoiced. On Shipment the Update IN action complete (It post the Inventory GL transaction)To return the Lot Nbr Item it will help to get the correct lot number from the Sales Order.This does not seem to be possible as I cannot link the Return order to the Sales OrderWhat do I miss? Is there another method to return Lot number stock that has not been invoices, but the Stock movement  GL is complete?From the Return Type order we proceed to the Shipment type as a Receipt.Create Receipt for this order (From Actions)It will create shipment type as a “Receipt” and then click on Update IN (I

I received the following content in an email from the Acumatica Team: The Acumatica SaaS team will be carrying out an emergency maintenance with the below details: DATE: 11/5/2024 7:00:00 AM UTCAFFECTED INSTANCE: -------------.acumatica.comEXPECTED DURATION: We expect the maintenance window to end within 2.5 hours of the start time.DETAILS: We must transfer the customer's database to a new node to preserve our functionality commitments and SLA.I would not expect this to make any issues for us, but now this morning there have been multiple problems. The main one that needs to be resolved as soon as possible:We are not able to access the employee time cards except for our own.As you can see here, there are no other employees listed for me to choose from:My first thought is that it is related to the company tree, but as you can see here nothing has changed and those of us who need to access them are still listed above the employees on the tree. Any thoughts or suggestions on what could be

Is there a standard report or inquiry that will show Sales by customer by month by GL account?

Hi Team,We are encountering an issue with the financial period. When we call the GetFinPeriodByDate method, the system returns an error indicating that the financial period for the specified date is not defined in the system. It suggests generating the financial period, even though the financial year is already open in our local environment.Could you please review this and suggest a solution    

When creating a Return for Credit and adding a line item from an Invoice.  If the original UOM is a Case and it will convert to Each and then it will multiply the discount by the Quantity.  Which is incorrect and your Credit Memo will be much higher.Example1 case of 6 units - total discount is 2.55 and total case is 48.45Credit Memo for the 1 case of 6 units, it converts to Each (base uom) 6 units but it does not divide the discount instead it multiply the discount of 2.55 * 6 = 15.30InvoiceCredit Memo Please fix this bug ASAP, impacting the credit memo process.The original way is to just keep the some UOM when creating Credit Memo.

I’ve tried “database maintenace” and “rebuilding my solution” it works sometimes but after a while no matter how many times I do either fix I still get the error. Wondering if there’s an underlying problem that’s causing this error to propagate. Running it locally with a local sql database.  

Hi All,Is it possible to add an Import button that allows uploading an Excel sheet directly into the Documents To Apply tab on the Payments and Applications screen?Thanks.

Is this code correct? It currently hides the footer when the count exceeds 3. I tried using <= 5, but it still hides the output when the count is 3 this record data is only 4 but it hides the footer 

Can anyone guide me on how I can create customer using postman api endpoint. I am new to acumatica. 

Does someone have a example of a GI condition that provides the option to select multiple parameter of the same field?  That is customer want to be able to built result for 1 customer or 2 customer … up to X customers and wants to be able to select 1, 2 up to X but not all 

 Unable to override the CreateShipmentIssue

Hi All, I wanted to know how to retrieve as much information as possible for a stock item.  At the moment I am using the StockItem end point, but it only returns the QtyonHand which is only partially useful. When I go to Inventory Summary I see the following fields.   This is great because I can see the full picture of the item’s allocation. I can also see if the Item is already on a PO.  Unfortunately this screen does not tell me which PO’s the item is on.  The Inventory Allocation Details screen will tell me PO’s the order is on.  The goal here is that when orders come in a quick way to analyze if we have the part in stock.  If we dont what is the ETA.Are there other end points besides stockitem that will get me more of this information for an inventory item?  

In our business we have thousands of finished goods that we sell. However, a large number of them have the same manufacturing method e.g. all straight lengths follow the same process, all elbows follow the same process etc. the only change is the material that is used i.e. larger sheet blanks for larger finished goods. We can create 1 x BOM for each item, but that makes future potential modifications laborious e.g. if we change a manufacturing process by using a different machine, we’d have to change hundreds of affected BOMs. Before we create thousands of BOMS unnecessarily, are there any best methods of practice that fellow Acumatica users are adopting that could help in this scenario?Thanks,

Hello, Is there a way to not allow the system to allow us to over pick an order? If an SO line is 10 items, then no more than 10 can be scanned / picked  etc. We currently use the Fusion WMS and have been seeing this as an issue periodically.  Has anyone experienced this or if there is a setting that controls this?

We have an attribute we use for cases to classify the type of work we are doing on said case i.e. Microsoft Office, Hardware issue, User Error, or Server Down to name a few. Is there a limit to how many values you can add to an attribute? For further clarification, this is a combo control type.  

I have a page called "QCC Order Review" it was created using Generic Inquiries. On the page where the option is Update I want to update the Order's Status from On Hold to Open.  I use Mass Update Files in Generic Inquiries to do this. I have updated one more field Status.  However, when I Update Status, I get an error: Error: The field Status cannot be updated in this record because the field is disabled.   I don't know where to enable the Status field. Please help me and advice for this problem.?

Getting an error when publishing “customization project” .Says error is happening in: PX_Objects_SO_SOOrder_extensionsIt’s in \App_RuntimeCode\PX_Objects_SO_SOOrder_extensions.csand there doesn’t seem to be any issues,I recently did open project from folder as well for this instance and binded it to my external code library that I pulled from GitHub not sure if that makes a difference .

Hello everyone. I am trying to see how to modify the GI for Non-Stock items to include the GL Codes/Accounts for Expense and Sales.  I don’t see any other report I could manipulate and that’s why I thought I could get that through the Generic Inquiry by Editing the Generic Inquiry.  I cannot seem to find what fields should be added to the Results Grid.  Currrently on 2023R1.Any help in this regard would be greatly appreciated. 

Use Case: Tracking Adjusted Sales Order Line Items for External System SyncWe have a situation where customers need to view their sales orders on our website. Unfortunately, direct access to the API isn't feasible due to high traffic, so we need to sync the data. The challenge is that sales orders (SOs) are frequently adjusted — items are added or removed up until shipping. When items are "removed" from the SO, I need to reconcile these deletions in an external system.Goal: Capture deleted line items on Sales Orders to track and reconcile them with our external system. Initially, I considered using push notifications, but they can sometimes be unreliable (e.g., missed messages). Instead, I'm looking for a way to export all Sales Order Line items to an external table (Azure SQL Server) on a nightly or weekly basis. I’d then run a reconciliation job to manage the deletes.Current Approach & ChallengesI attempted an export scenario that includes NoteID, InventoryID, Branch Name, Create

Is there a setting I need to look at?  Or is it that the system wouldn’t allow to ship anything prior to the schedule Shipment date unless I adjust it to the current ship date?Thank you

Hi,I am creating a business event to add time card entries through an import scenario.It gives me an error which says - Employee not found in the system. It seems there is some sort of an access issue. Could anyone please help?But the employees are present in the system. I can manually add time card entries. And also I can add through a stand alone import scenario (That’s not connected with business event/automated schedule).  ==================================================== Thank you!