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I am looking for a way to bill time directly to customers. I noticed when creating an Activity for a customer (work item, phone call, etc.), you can check the activity as “Billable”. How do you bill these activities to customers? I am guessing the activity checkbox (Billable) is only for reporting on the timecard. I am trying to avoid creating a project and invoice for a 15 minute consulting phone call. I’d love to way to track all billable work items for a customer and then bill them at the end of the month / quarter with all these work items. Thanks,Paul
Good day,I want to update vendor classes. I can’t seem to find an action that will override the warning note which I want to set to NO. When I run import below; it has been to confirm if I want to update the vendor settings which is in all cases NO. Any suggestions? Or Which action I should use to answer the”warning”
Hi: I need to setup security by user in order to let some user create only 2-step Transfers. With this I can reduce the human error at the trasfer process. Please let me know if someone has achieved this or if there is a way to do it. Thanks, Jesus.
Hi, I’m looking to add an automation schedule to close production orders only when Qty to Produce and Qty Completed on the production order match. Would anyone know how I can achieve that in the conditions screen?Thanks.
Just looking for confirmation and clarification for my client. 1. WIP? I am looking for confirmation that once the ISSUE of components happens, the component is removed from the ON Hand Qty of the Component. And that there is NOT a step to verify the count of materials on WIP?So my client would count only the components NOT issued to production orders. 2.Shipments? -They WOULD count Finished Goods on shipments, that have NOT left the building, correct. They Update IN - has not been done, so these should still be ON HAND correct? Thanks - the documentation in Acumatica for the Physical count isn’t clear on these topics.
I wish to display a smart panel showing some fields of a custom DAC but I'm faced to an issue I don’t succeed to understand : none of the fields in the smart panel is editable whereas I'd like the user to be able to modifiy some of them.Note : The action calling the smart panel is invoked using the 'LinkCommand' attribute from one of the column of the grid.Has anyone an idea about what’s going wrong ?ThxHere is my code snippet :1) The DAC EAPInvoiceSee embedded file EAPInvoice.cs.Below, the declaration of one of the field I’d like to be updatable. [PXDBInt()] [PXUIField(DisplayName = "Branch", Visibility = PXUIVisibility.Visible)] [PXDefault(PersistingCheck = PXPersistingCheck.Nothing)] [PXSelector(typeof(Search<Branch.branchID>), typeof(Branch.acctName), SubstituteKey = typeof(Branch.acctName))] public virtual Int32? BranchID {get; set;} #endregion2) The view as declared in the BLCpublic SelectFrom<EAPInvoice>
Hello,Is it possible to sort on a GI by a formula in the results grid?GI Details:Tables: PMProject,PMHistoryParameters: PMproject.Default Branch, PMHistory.PeriodIDGrouping: PMProject.ContractCdSorting formula:The formula works in the results grid but when I turn on the sorting, I get the following error:Thank you,KT
We have identified an issue where when a technician adds a stock item to the appointment, and selects his van as the warehouse then when he adds it to the appointment, the warehouse changes to the MAIN warehouse in the company. Obviously this is very frustrating and means they either need to go back into the item and change the warehouse again or our scheduler has to make sure that before they send the appointment to billing that they have checked the warehouse is correct for that technician. Exact steps:Open appointment in tablet Click on Details tab Click + to add Add Items Select FILTER at top of screen and select technician van Select a stock item by putting a tick in the box that says 1 quantity on hand and warehouse is their van. Once you select the item it changes the warehouse to the MAIN warehouse and its quantity.I have a video of this happening but am unable to upload an MP4 video.
I recently became multi-tenant. Until now, I was using this odata url with an excel macro and it worked fine:company.acumatica.com/odata/Inquiry TitleI’ve since triedcompany.acumatica.com/odata/tenant/Inquiry Title -- trying both Tenant Name and Tenant Login Name.company.acumatica.com/odatav4/tenant/Inquiry Title -- with both Tenant Name and Tenant Login Name. They all return either invalid url or authentication failed. I have odata access checked off on the GI and odata permission on the user. This worked until we add a test tenant. Any ideas?
I can’t seem to figure out why this balance sheet variance column is blank - any suggestions?Here is row set:Here is snippet from statement:
I need to know how to close a AP Bill that has already been paid and closed, but reopened due to its Account being reclassified. I have listed the full process the Bill went through below.Billed Entered Approved Released Paid in full by a check, closing the Bill Bill was then reclassed using “Reclassify Bill” functions and specifically the Account was changed during the reclassification.The bill is still linked to the check and it shows that it was paid and the amount paid, but is in open status.The check that it is tied to still shows the full amount as well
HelloI’m trying to use a webservice endpoint with StorageDetailsInquiry and StorageDetailsLocationInquiry to get all the inventory from a specific warehouse, but it seems that those endpoints only give me the first row of data from each InventoryID if there are multiple lots worth of data.I’ve attached screenshots of the inventory rows that I need and my postman response when I try to get those rows.The endpoint we are using is /StorageDetailsInquiry?$expand=StorageDetailsHas anyone else had issues with this? Thanks
Hello,When are the “reorder point suggested,” “Safety Stock Suggested,” and “Max Qty Suggested” fields supposed to calculate? The goal is to use forecast orders (orders that are not meant to be fulfilled) to create demand within the system. We would like the system to provide the suggested values for the fields below. We are wondering why it’s not calculating these fields when the availability rules are set to include So prepared and booked.In the item class for the item, the demand calculation is set to “item class settings”Right now, there are several SOs within the calculation period that are creating demand
Hello there, Is it possible to attach a PDF to mass emails in Acumatica? We normally send flyers to our customers at the beginning of each month and I was wondering if I can accomplish that in Acumatica. I couldn’t find anywhere within the Mass Emails screen where I can upload a file to attach to the email. Thanks for the support!
We’re just rolling out Acumatica. We’re starting to utilize Template Items heavily. I’m wondering if there’s a feature we can turn on to just auto-generate the Template ID rather than having to enter something? It would save a lot of time!
We have a customer that has the incorrect Customer ID. We have attempted to change the Customer ID by clicking on the AR303000 screen and selecting Change ID. We enter the correct Customer ID in the Specify New ID windows, then click OK, and click Save, we receive an error message that readsError: Another process has added the ‘Customer’ record. Your changes will be lost.Can someone explain what the error message means, and if there is a way to change the Customer ID without having to create a new customer.Thank you!
