Discussion Forums

Staff Member had Staff schedule for 2 different Branch location and showed on both locations on the Calendar boardThe Staff member was “rolled back” on one of the locations and no longer showed on the Calendar board for that branch locationMy problem is that when I look at the Schedule Rule there is no indication that any record was rolled back and this is confusing for the customerHow do you know a schedule is rolled back ?  

I have seen a few post about not being able to include equipment in cases.  The fixes are janky with no real relationship between the case and the equipment.  How has this been overlooked by Acumatica?It’s just such a common situation to have a customer call and as their describing the problem the tech wants to track the serialized piece of equipment they are helping the customer with.  Not because it needs to be replaced, but because it’s the equipment the customer is troubleshooting.  Has anyone found a way or used a 3rd party software that offers this functionality with a true link between case and equipment.  We are capable and have customized Acumatica using code but for this use case it seems silly.  

We just updated to 24 R1 and we can no longer remove POs from the service order. Does anyone know a work around or a way to fix this?

Hi, Looking for help with a client request to print the staff name from all the appointments on an Email Template. I am able to print the staff from the first appointment using the field “ ((ServiceOrderAppointments.PrimaryDriver.AcctName))” but I need to print  all the staff from all the appointments of the that Service Order. Please advise if any one has worked on something similar. For example SO# XXX has  appointments/Staff on the appointments  - A01 - Jhon, Tina A02 - Jhon, Jeff A03 - Chris So I want print Jhon, Tina, Chris 

Implementation questions What is the simple most effective way to import 100s of Live projects into our customers new environment? Is it import scenarios and then some manual work project by project for balances etc?   Is it possible to bring over projects which are midway complete into Acumatica? I.e., a project 6 months into 12-month schedule and on claim (proforma invoice) no.6 - How do we import and indicate or make the project start in Acumatica from that same reference no.6?

I am in the middle of physical inventory count and I am trying to close out the count. However, there are items that show up as FS Allocated that is interfering with us closing it as it will draw our available qty negative. How can I remove the FS Allocated items?  

Good afternoon everyone, I'm trying to customize the Request for Information email template, however I'm not able to customize the subject of the template, this is what I'm doing:Open the email template “E-Mail Request For Information RFI” Customize the template subject with this expression: “RFI #((RequestForInformation.RequestForInformationCd)) - ((RequestForInformation.ProjectId.Description))” Open the “Project Management Preferences” Set the “Default Email Notification” to “E-Mail Request For Information RFI” Create or Open a RFI Click on Email action The Subject, To, CC, and BCC fields do not equals the same as the “E-Mail Request For Information RFI” template, the message however is the same as the template.Do you know why this is happening? Or where can I edit these fields?

I’ve completed the Avalara installation for Acumatica.  When I go to run a test transaction, I get the error:  TX Error:  The Tax Payable account should be specified for tax agency ‘Avalara’I went into the Tax Zone and changed it to Sales Tax since that is ideally what we are trying to do.  Still getting the error.  Any suggestions?

Hello,I am trying to add a sub account 15-0000 as the Main Branch in ANT3 and this is the error message I get. Where do we set up the branch of the subaccount to fix the error?  Hoping the acumatica community can help?      

We have a custom publicly available filter. public PXFilter<ShipperTankFilter> showShipperTanksFilter;The filter is defined as follows: [PXHidden] [Serializable] public class ShipperTankFilter : IBqlTable { #region TankSerialNbr [PXString(20)] [PXSelector(typeof(Search<SOShipLineSplit.lotSerialNbr>))] [PXUIField(DisplayName = "Tank Serial Nbr", Enabled = true)] public virtual string TankSerialNbr { get; set; } public abstract class tankSerialNbr : PX.Data.BQL.BqlString.Field<tankSerialNbr> { } #endregion }We have an action called createBoxes.  We’ve exposed this action as a REST API endpoint named CreateBoxes, mapping the TankSerialNbr parameter. When we call the CreateBoxes action via Postman, we receive a 422 Unprocessable Entity error. By way of troubleshooting, we create another field TankSerialNbr2 on the filter as shown: [PXHidden] [Serializable] public class ShipperTankFilter : IBql

I have formula that can grab all the differences in expected vs real dates, but how do I tell my AVG() aggregate to ignore any zero values in the formula (i.e. the false branch of the statement below)? =AVG( iif(DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate])>6 OR DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate])<-6,DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate]),0))I tried using the empty set instead of zero, but it gets angry about it not being a number. There has to be a way to just say “Skip this row” based on a condition. Can someone save me?

Is this expected?It takes a frustrating amount of time for the build process to run for frontend source code.I was hoping development would be faster on the new UI, but so far it has been very slow. Every time I make a change to the typescript or html files, rebuilding the source code takes approximately a minute, even for a simple screen. Anyone have any ideas?

Hi, I am building a report for my client. They want to see the AR aging based on invoice date, not due date. For example, the current column shows invoices created during the past 30 days; 1-31 Days column shows invoices created during the past 31-60 days. I copied the standard AR Aging report and edited formulas on it. I used Iif(CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )<61 AND CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )>30,iif([ARInvoice.DocType]='CRM',-1*[ARInvoice.DocBal],[ARInvoice.DocBal]),0). It works for details. However, when it comes to totals, I used =sum(Iif(CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )<61 AND CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )>30,iif([ARInvoice.DocType]='CRM',-1*[ARInvoice.DocBal],[ARInvoice.DocBal]),0)). This sum function only works for invoices don’t have credit memos/partial payments applied. When there is document applied to the invoice, the total doubled (for1 document applied invoice) or trippl

Has anyone had success with filtering the BigCommerce Shipment export based on specific line item details from the sales order?  The business case is as follows:Customer places an online BigCommerce order for a kit.In Acumatica there is an import scenario that expands the kit onto the sales order and updates a user defined field with the parent kit inventory id.  The exploded line items have a non-zero quantity and the price is $0.   When the shipment is synchronized back to BC, the sync returns an error because the kit components were not on the original sales order.  We would hope to skip over those items and only update the items that were originally on the order.  Any thoughts on how to handle this scenario?Thanks in advance!

Hi, I’ve created a custom screen (table, graph screen definition) and associated a sequence number to the reference number field (hence the <NEW> showing). The key is Reference Nbr + Revision. For whatever reason on save (or if I say change commithchanges to true for Vendor ID), it always throws this unhandled exception error about the Reference Nbr not existing. I assure you its both the database and DAC  DAC (I confirm it’s reading that sequence number, I tested changing it’s placeholder value to ensure its reading the correct one):  Screen: Database:  Trace:  Has anyone encountered this or know how or why this would happen and how to fix it? It surely must be some mapping I missed in the screen definition or something. Using 2024R1 Build 24.109 Thanks. Regards, Andrew

We are looking for a solution to be able to enter and edit Service transactions when there is no internet or wifi available. Our customer’s service techs are often working in cooler where it is very difficult to get service on their mobile devices.Any guidance is greatly appreciated!

Hi All,Does this function available on 23R1 (23.105.0016)?

Hello,We are currently using the Send email function and selecting a notification template to build out the email body and file attachment. The body and to/cc from the notification template are working correctly just not attaching the invoice.Notification template:Email activity: no file attachment Thank you,KT

The PXDBWeblink field currently opens as a new tab.Does anyone know if it’s possible to have it open as a new window?

Good day! Have you guys encountered any issues when unable to delete the on hold issues document?Basically, we wanted to delete issues document because of incorrect branch. Our organization doesn’t apply the inter-branch mapping in Acumatica. Therefore we would like to correct this issues document. If we create issues document directly, we don’t have any issues to delete it.UpdateIN has been performed and the shipment has been confirmed. We had even tried to cancel the Sales Order but unfortunately system says: SO Error: The 20SO2024-000041 sales order cannot be canceled because some items have been shipped. No invoice has been created and released yet. The issues document seems like floating and we are unable to delete it.Anyway we can resolve or reverse the document apart from apply inter-branch mapping?   

Dear all,Is there any specific license for additional users in Non Production Environment of Acumatica?We needed 5-10 users for like 1-2 months only in Non Production Environment. Our current version is Acumatica Cloud ERP 2023 R1 Build 23.112.0032 +.   

Hello, I am trying to update Vendors. When I try to import it, it pops up with an error saying “The key cannot be updated at this time. Try to save your previous changes first.”.Here in my mapAnd the errorThere are no errors showing up on the lines of the import.What could be causing this? Thanks!

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 Upcoming October | November 2024 Acumatica User Group MeetupsNovember 6th - Join the NE Acumatica User Group and then RSVP HERENovember 20th - Join the Wisconsin Acumatica User Group and then RSVP HERE 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. Dipak Nilkanth - Acumatica Community Featured Member for October 2024Meet Dipak Nilkanth our Acumatica Community Featured

I made an import scenario that creates production orders. Is it possible to have it release the production order in the same import scenario? I added “Release Order” to this import scenario and it will error and say “The Release Order button is disabled”. It seems to me that it needs to wait a moment after creation before it becomes available but I dont see a “Wait” or “Sleep” option in there. Am I missing something in my import scenario to make it work? Or do I need to have a separate import scenario to release them after they have all been created? I am using 2024R1 build 24.112.0026. 

Should CTP work with configured items?  The items are manufactured and have the BOM and Configuration ID included on the Manufacturing tab of the item.  The item’s source is Manufacturing.  When we try to process CTP from the sales order we get the error message, “Changing the source will delete the current configuration.  Are you sure you want to proceed?”, as seen below in the screenshot.  We would like to utilize this feature so the person keying the sales order can verify the item can be produced by the requested date while speaking with the customer.