Discussion Forums

hi! is there a side panel we can set up on the project level for change orders? I know there’s a tab for it but wanted to see if that would be added as a side panel as well? i was able to add it to the project inquiry screen but it didn’t show up at the project level.  would this be a customization?

Whether Employee time is entered or imported to Employee Time Card, Employee Time Activities, Weekly Crew Time, mobile app, Payroll Batches, Paychecks and Adjustments it should be reflected on the DFR for that day IF a DFR for that day has been created.  Ditto for Equipment.  Ideally it would be reflected with its “Status” upon “saving” the record or whatever action has been taken.If necessary, depending on needs, scenarios could be created to “omit” certain Employees (or EQ) from appearing if desired.  Perhaps with an “omit” checkbox on the Employees and Employee Payroll Settings forms (similar to exclude from OT rules or excluded from Certified Payroll Report).

Hello I m not seeing a default action in the web service endpoints for bills to allow an apply action on a debit adjustment type bill. Can I accomplish this action via the rest api? Applying this debit adjustment to another bill.  

We want to provide access for customers to certain data via the API using the resource owner password credentials flow.  We can successfully login to get a token if the login type is UI or unrestricted, but we need to limit the user to API so they can’t login directly through the UI.  Is this possible?DetailsThe first screenshot shows the normal token request when the username has a login type of UI or unrestriced. The second screenshot we limit the user type to API only The third screenshot shows how the same Postman request from #1 now provides an error that only API requests are available for the user.Is it not possible to lock the user account down to only allow API access but also get a token? 

We have lots of items that need to be marked for production, but I don't want our sales team to have to understand when to do this and when not to. I've utilized the "Make to Order Item" checkbox on the stock item screen and that works great. However, when placing an item on a quote, it does not automatically mark for production. No problem because it's just a quote at this stage. However, when we copy the quote to a sales order, I want all items to automatically mark for production. Is it possible to do this?

I am trying to set up a customization side panel on the Shipment Entry Screen (SO302000), and it will be linked to a report. This report uses SOOrder to join with other table to pull relevant data related to the Order and Shipment (img 2), and it uses ‘Order Type’ & ‘Order Number’ to generate the report.My challenge is that when setting up the parameters for the side panel, I cannot find value from Sales Order to match with ‘Order Type’ and ‘Order Number’ (img 1).   I am assuming it’s because this side panel is set up on Shipment Entry screen instead of Sales Order.Question:  How do I get the parameter value to show up that’s needed from the Sales Order instead of Shipment?Any help would be really appreciated!! (Img 1) - Customization Side Panel Set Up(Img 2) - Linked Report’s Table & Relationship 

I want to conditionally hide a tab in the Production Order Maintenance form. To achieve this, I followed Option 1 in the following Acumatica Community Portal article.https://community.acumatica.com/customization-tools-and-framework-245/how-to-conditionally-hide-a-tab-on-the-entry-form-4310First, I created an unbound DAC in the AMProdItemExt DAC as follows. #region UsrCustomField01    [PXBool()]    [PXUIField(DisplayName="Custom Field", Visible = false)]    [PXDefault(false)]                    public virtual bool? UsrCustomField01 { get; set; }    public abstract class usrCustomField01 : PX.Data.BQL.BqlString.Field<usrCustomField01> { }Now, I want to change the value of the UsrcustomField01 based on a field in the Stock Items screen. This field is also custom field in the InventoryItemExt DAC.I tried using event handlers, PXFormula, and PXDefault, but it didn't work.We can create a connection between the AMProdItem and InventoryItem DACs using the InventoryID fields of both DACs.

Hello Community, I have added a custom unbound field to APInvoice DAC. I see the field in the “Result Grid” of the Generic Inquiry I want to design and it shows the result as I expect. My problem is I do not see this field in the "Condition" and "Grouping" tabs of Generic Inquiry Design. I have other custom bound fields which are shown in these two tabs. Am I missing something or Acumatica doesn’t show the unbound fields in these two tabs and if ths is the case any idea why? Im testing on 2023R2 23.206.0006

We have a subreport that displays the correct values when the parameters are manually put into it. When the subreport is added to the main report with the same parameters, the detail lines are out of wack, as in they repeat themselves several times. The very first item should only have a quantity of three with three LotSerialNbrs but end up repeating as single lines with LotSerialNbrs that didn’t belong to the item(s). Then it was decided to try the report without a subreport, and while it looks nicer, the results are still skewed. I’ve included in the zip file the main report and just in case the subreport. If the main report can show items with the proper quantity and LotSerialNbrs without the subreport, that would be great. 

Hi, I’m trying to access the ability to change a subaccount ID via REST API. The default endpoint (current version in my environment is 23.200.001 doesn’t have this action available, and it does not appear in the list of actions I can pick from when trying to extend the endpoint (as opposed to, say, StockItems where it is available to select and add). If we are synching subaccount data from an external source where subaccount values can change (and we know the old > new values for each change), how can we go about making sure we change the existing record in Acumatica instead of inserting a new value and keeping a now obsolete subaccount? Thanks!

I have Purchase orders where we have prepaid the invoice with the freight.  I had to add the freight as a line item, in order to make the prepayment match what the PO.  But on the SO I do not have it as a line item as I want it to show up in the freight at the bottom, not as a separate line item.   Now that I have prepaid the PO it will not let me receive the PO, and it has a status of Awaiting Link.  How do I complete the PO so that I can invoice the customer, since the SO will not let me invoice because the items have not been received.  I think this should be a high priority for Accumatica to fix as one of their upgrades as it does not operate properly.  The freight costs should always have it’s own field for cost and sell so that it is easily tracked through accounting.  I do not know why a freight cost field was not added to the shipping tab on the Purchase order in the first place.  If someone knows of a way for me to be able to get these items processed in our system. Thank you,

Hello, I need to present data received from a REST call from an external source. Most probably using PXGrid. My understanding is that I need an unbound DAC class to provide the data to the grid.But I can’t find any documentation how to define the unbound DAC class and how to fill it with the data.Thank you for any hint.

Vendor charges Freight for Drop Ship on PO.Auto shipment created for drop ship receipt on sales order:Sales order gets completed upon auto receipt and no opportunity to charge back freight to customer on sales order:Freight can be added manually to Sales Invoice before release but the freight charge backs can be missed which happens most of the time.Any way to have freight populate on the Sales Order upon release of receipt?

Problem: When a production order is created for a configured item, the “Mark for PO” box does not get checked on production materials that have the “Dflt. Mark For” value set to “Purchase” on the inventory item record. This means that no purchase demand will show up on the “Create Purchase Orders” screen and the purchasing manager will not be aware of any custom order materials that are required until production employees are ready to perform the operation and discover that materials have not been ordered.Affected Versions:2024R2 (all builds, as far as I am aware)Simple Workaround:Immediately upon learning of this problem, I created a Generic Inquiry to enable a user to easily view affected records. This displays Production Material lines where Mark For PO is false, but the Dflt Mark For value on the inventory item is Purchase. This is great, but potentially a lot of work, since it has to be reviewed regularly and requires a manual correction. I’ve attached the GI below, in case any ot

In a report I had add a parameter as bellow. Here I need to list only the Vendors which Vendor.VendorClassID = ‘xyz’. But currently it loads all the vendors. How to apply a filtering condition to a parameter

Hello, I can see the Bill To on the Report Layout, and there are visible expressions.First header has:  =[FeaturesSet.VendorRelations]<>1 or [POOrder.PayToVendorID] = [POOrder.VendorID]Second header has: =[FeaturesSet.VendorRelations]=1 and [POOrder.PayToVendorID] <> [POOrder.VendorID] I understand the =1 and not =1, but can someone please explain what these mean? And what do I need to do to get the second header to show up with the Bill To? Thank you!

Hi All,This is basically just a curiosity. We noticed that Acumatica automatically pads the InventoryCD field out to the maximum length in the database. We have the standard nvarchar(30) datatype for this key, so we typically have 15-20 characters of trailing whitespace.Is there a reason that this is the default functionality? It isn’t a really big deal since I can clean strings downstream, but it seems like an odd choice to me for a key field.Since it’s so easy to “fix” this, it seems like there must be a reason why they haven’t. Does anyone know if this feeds other functionality?Thanks,Aaron

We have a bunch of stock items that are physically stocked in multiple locations between our Warehouse and Factory. Is there a way to create a GI that can show the Inventory ID, a totalized On-Hand qty, and its breakout quantities per the location its stocked in? I tried to use the InventorySummaryEnquiryResult table to pull in the Location IDs but no dice. Anything would help! Thank you!

Hello All, I have a custom screen that is built with a grid and allows deleting the row of the grid when a condition is met. I have had this code (sample below) for a while which worked fine but when the same code was upgraded to 24 R1 it stopped displaying the delete button on the row entirely. Can you please point out what could have changed with 24 R1? This code is both in the RowSelected of the header DAC and grid DAC:if (true) {this.Caches[typeof(DAC)].AllowInsert =this.Caches[typeof(DAC)].AllowUpdate =this.Caches[typeof(DAC)].AllowDelete = false;View.AllowDelete = false;View.AllowInsert = false;View.AllowUpdate = false;}else {this.Caches[typeof(DAC)].AllowInsert =this.Caches[typeof(DAC)].AllowUpdate =this.Caches[typeof(DAC)].AllowDelete = true;View.AllowDelete = true;View.AllowInsert = true;View.AllowUpdate = true;} 

Hi everyone,If you’re headed to Acumatica Summit 2025, we’re hosting an Ask the Experts session for the Distribution edition.  If you would like to submit your questions ahead of time, you can do so by posting them here:https://forms.office.com/r/AXBfc5E1YTYou’ll also be able to ask your questions live.Kelly and Dana will be facilitating the session this year and we look forward to meeting you in person!-Dana 

How can a Calendar Fiscal Year be changed to a Non-Standard Fiscal Year?

We are a civil construction company 80% done the implementation of our project. Is there shared knowledge on commonly used project profitability reports in construction. We dont want to reinvent the wheel here as there must already be a best practice which can be our starting point. Any help through sample files or or reosurce tips appreciated.

We purchased a new vehicle and I do not know where in Acumatica to enter it. Where do I find the Vehicle (FS203600) form?

I’m looking for ideas on a simple way to manage royalty fees that we will owe to a 3rd party licensing agent for stock items we are purchasing from a vendor (a separate entity from the licensing agent). Ideally these costs would be added to the inventory asset value but also generate an accounts payable due to the third party anytime the inventory item is received. We do this in other cases, but in those situations the licensor is supplying us with a royalty tag that is applied to the stock item and we’re using manufacturing to assemble a new stock item from the item we purchase and the royalty tagIn this new situation, the vendor we purchase the stock item from will apply the royalty tag on our behalf, but we need the liability costs to hit our AP as soon as the goods are received.  I believe we might be able to use landed costs, although that is somewhat complex to manage and I’m not sure it would automate the AP upon receipt. We could also dummy this by following the production work

Hello JAMIS Community,I am working on a project where I need to create Power BI reports based on data from JAMIS. To facilitate this, I plan to extract specific tables from JAMIS into an SQL Server database and connect Power BI to SQL for reporting.Could you help me understand the best practices for this process? Specifically:What are the recommended methods to extract data from JAMIS into SQL Server?Does JAMIS provide direct access to the database via ODBC/JDBC, or is OData the preferred approach for exporting tables?thank you!