Discussion Forums

We opted to use branches because we are technically a two branch company internally, however, as far as our customers are concerned we are one company, one branch. Because we opted for branches, the default customer statement (consolidated included) form wants to group AR documents by branch but this confuses our customers who expect all their documents in order by document date. This in spite of the AR Preferences consolidation setting set as below:  I attempted to remove the Branch group in the report designer, and while this fixed the sort order, the “...AgeBalance00-05” fields started calculating as though only for the first branch.Further testing suggests the report was using the groupOrganization footer which does use the OrganizationAgeBalance00-05 fields rather than the customer equivalents, but both customer and organization are higher level groups than branch, so I don’t know why they would be recalculating as though per branch. Does anyone know how to keep branch configurati

Customer has a legitimate reason to have production order qty exactly 1. I have tried setting Min Order Qty and Max Order Qty to 1 on the manufacturing tab, but when I create a production order from a sales order line with a quantity greater than 1, I still get that quantity in a single production order, rather than multiple production orders being created with a quantity of 1.Has anyone been successful getting MFG Max Order qty to work for this scenario? No success on 24R1 nor on 23R2. 

Please help to solve this error:“Error: An error occurred during processing of the field Amount value 6500 The document is out of the balance.”   

hi i just want to ask can i get the trans tax amount per transaction because i can only get the total[APInvoice.CuryTaxAmt] i have the solution but im having problems because if it has more than one taxid it duplicate its record based on how many tax ID it has  

I have 2 fields declared in DAC. Here is the part of codeAccount(DisplayName = "Offset Account", AvoidControlAccounts = true)]public virtual int? OffsetAccountID { get; set; }SubAccount(typeof(ARPaymentChargeTran.accountID), DisplayName = "Offset Subaccount")]public virtual int? OffsetSubAccountID { get; set; } As a result I have this.When I use [Account] attribute on both of fields, I am able to see the lookup, of course both are of Account data. The main problem is, that I have the correctly working lookup in another test Acumatica instance. The same package has different behavior in different instances. Both instances have the same options enabled on Enable/Disable Features screen, including the Finance - Advanced Financials - Subaccounts, both are of version 23.202.0026. Note, that the correctly working one was upgraded from 23.105.0016 and had a snapshot restored. If the problem is based on version, version upgrade, then we can do nothing, but if is based on snapshot, then I just

Hello,I’m creating SDK tests, and I need to know how can I use the "select all" option in a grid?Thanks  

Hi,One of our customer has below requirement to create the invoices for the contracts.If they are getting in to an agreement on 10th of august, first contract period should be 10th august to 10th September. where as second period should be from 11th September to 30th September and third period is from 1st October to 31st October. from 3rd month onwards invoices are need to generate for 1-31 period of each month. Here, in the contract management form, I have set the billing type ha as on demand. But I could generate only invoice for the first month. is there any way this can be catered.

Which web service end point should I access in order to do a Move transaction?Move Entry seems to be incorrect? 

Is there an example GI somewhere that provides me an example of how to list all of the “child” members of the company tree based on the ParentWGID of my Employee Account?

Per our internal Acumatica help wiki, I should be able to download the Acumatica Report Designer from http://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/<buildNumber>, but upon searching for my build number, I encounter a directory with no items.Has the Builds URL changed and is there an alternate URL to download this directly from Acumatica?

When Creating a new item, I select Planning Method - Inventory Replenishment for planning method but then I CAN NOT enter anything in the table for Replenishment Parameters in the Inventory Planning tab.  What is the cause?

I thought that the system would prevent me from posting a payroll transaction to a completed project (and completed task) but it allowed me to.  I noticed I had FA Supervisor role so I removed that role from my access and did it again.Does anyone know how to prevent this?  I’m aware there are customers that want to be able to do this, but I’m trying to figure out how to prevent it. Thank you

Good day,I set this import scenario in my test system  It worked no problem creating vendors.  New vendor IDs were created (Auto Numbered).  I added a complete additional fields.  Not it give the BA can’t be blank message.Help or pointing me the right direction would greatly appreciated.See XML Attached.Thank you.Evan

We have a BigCommerce store we are using with Acumatica and syncing using Acumatica’s BigCommerce Connector.  Within BigCommerce, we are using the B2B Edition module.We are seeing errors in the connector that are preventing the successful syncing of both orders and customer information.  The errors start with “Cannot deserialize the current JSON array”.  I don’t have a clue what this means or how to even begin to troubleshoot or fix it.  Hoping someone can help.Here are the full error messages:Sales Order:Cannot deserialize the current JSON array (e.g. [1,2,3]) into type 'BBTB.API.Helper.B3Order' because the type requires a JSON object (e.g. {"name":"value"}) to deserialize correctly.To fix this error either change the JSON to a JSON object (e.g. {"name":"value"}) or change the deserialized type to an array or a type that implements a collection interface (e.g. ICollection, IList) like List<T> that can be deserialized from a JSON array. JsonArrayAttribute can also be added to the

Is there a way to add report logic to pull the vendor type alternate ID based on the vendor on the purchase order? We have items with multiple alternate ID types, and in several cases there are multiple vendor numbers listed. I need some sort of logic to specify the alternate type, then match the Vendor ID with the vendor on the PO.Thanks in advanced!

I have added a custom field on the header of the Project Transaction screen, but I need this to be editable when the transaction is released.This screen has no workflow, so wondering if anyone can assist with how to do this please.Its all enabled, and I can update it on screen, but when I press save, it loses the data / does not actually save it to the PMRegister table.

I did Multi Level Cost roll for Sub assembly Item and then on the finished goods , however it shows VOH and VL on Subassembly item not on Finished goods   , Kindly advise

Hello,My task import process is only creating one record. Leading me to believe it is overwriting the record instead of creating multiple lines. I have attached an export of my import scenario as well as a screenshot below. Is there something I am doing wrong for this process? I have interchanged Subject!Subject and Summary and the results do not differ.Thanks,Tyler

I’m struggling to get the sales person Id to the the page. All I get is numbers and not an actual name.Can someone help me figure out what I did wrong?  

Hello, I’ve been trying to expose the Access RIghts of a Role by extending the Web Service Endpoint and adding the Access Rights by Role (SM201025) Screen ID to an endpoint named “AccessRightsByRole”. I’ve populated the fields n AccessRightsByRole with the Role Information mapped object. As you can see I’ve inserted a new field named AccessRights which should hold the detail of 0 to many Access RIghts, which is an object mapped from RoleEntities. Following the Acumatica Universities Advanced Data Retrieval with REST API 2024 R2 instructional video (19:39), I expected to see these Access Rights expanded for a role that was queried.Example: GET {baseUrl}/AccessRightsByRole/Administrator?$expand=AccessRightsNo matter which role I query, the AccessRights field is always an empty array. {    "id": "{some GUID}",    "rowNumber": 1,    "note": null,    "AccessRights": [],    "RoleDescription": {        "value": "{some role description}"    },    "RoleName": {        "value": "{some role name}

I need to create a new Email Activity for SOOrder, Shipment, and Payment and Applications in my customization code. Was wondering which method I would override for my requirements and what I need to pass into it in order to create this new record. I’m handling emails being sent out with a different provider so I don’t want the emails to be sent out from Acumatica.

Example: Total value is 30, Sales is 7. so when i check percentage calculation, Percentage  = (sales/total)*100. but output shown is 0. how to check percentage?

Hello!We require to view the company who has created the document on the “Approvals” (EP503010) form. Is there a way that we can add the information to this table?Also, the user who will be approving the document will not have given access to view the transactions of created company and only be given the summary information to approve the document. I tried to take the information from a GI connecting Approval table with the Invoice table for an example. But since the user has no access to the created company, results are not available for that particular user. Amanda 

We have one tenant, 3 companies and 4 branches. Is there a way to create a AR invoice in one branch and have the system automatically create the AP bill in the other? Due to tax and legal constraints we cannot use due to/from general ledger accounts. 

Hello!We create intercompany documents using “Generate Intercompany Documents” screen and require to automatically process the documents without user processing them manually. I’ve tried creating Automation Schedule, but it does not process any transaction. Amanda