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Hello all,i have a scenario where I would like to release my invoices automatically the very next day whenever they are created. How can I setup an automation for the same?Thanks in advance.

There is a customized field named "New Discount Code" in the Details section of the invoice. There is a requirement to get the summation of this new "New Discount Code" discount amount with the Discount amount in the Discount tab to the Invoice report. Please check the attachments. Can I know if is it possible?Discounts in details sectionDiscounts in discounts tabI have tried some ways by creating a sub-report. But the expected outcome was not coming. I joined the two tables as follows. Please check the below attachment.

Hello all,Can anyone confirm me if the listed documents are the correct ones that get affected whenever a Purchase order is created & released specifically for Inventory Items.Purchase OrderPurchase ReceiptInventory ReceiptAP BillAP PaymentAre there any other documents, relating to Inventory Items getting affected?Thanks in advance.

Hi, In timecard Approval we use Task Approver if it exist, if not we use Project Owner.Is it possible to do this for Purchase order and AP bills? I can reach task approver(((Transactions.TaskID.ApproverID))) in Rules Actions but I cannot reach it in Condition (E.G: If no task approver then use Project Owner)?Thanks!

Hi All. I am using Post Man to create new records using PUT REST API in Acumatica. I have created new screen (grid view) and new table attach with Screen. I am trying to add new record but its not creating record but updating the existing one I have tried with if-none-match header but still the problem exist. The table have PK and Unique key. Any idea what’s going on? Thanks 

Is there a way to “Copy To” using the API? I have a Sales Quote and want to create a sales order from it using the API. Does the sales order has any relation recorded to the sales quote?I tried to use this below without success"OrderType": { "value": "SO" }, "customerId": { "value": "ABAKERY" }, "Details": [ { "OrderNbr": { "value": "000238" }, "OrderType": { "value": "QT" } } ] 

Hi there, My User-Defined Fields is no longer working for the form AR203500. It previously worked fine. The look-up is returning the relevant values, yet when one of them is selected, the above error occurs.Here is the associated attribute: (Out of curiosity, I created a new attribute to test this using a different DAC Schema, which did not return an error, below is the attribute that is working OK as an user defined field):

Thank you.

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 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. 

Good morning,I am curious if there is a tab or possibly a report already created that could possibly show me all my customers that have NO open orders in Acumatica but also paid via certain methods of payment (cash or check)?In short, I am looking for a shorter way to approach finding customers that I need to cut refund checks for because they paid via cash or check.I am currently just going through and Aging AR report and looking basically one by one at all the customers.  But the AR report also shows all customers but also customers that have available balances due to open orders in the system.

We have many customers set up with term cash discounts such as 1% 10 Net30.  We do not want the 1% calculation to include freight or tax.  The 1% should be on product only.  Is there anyway to accomplish this?

Hello,I am experiencing an error ("Index was outside the bounds of the array.") when trying to call multiple $expand items.GET Query:PX_Objects_SO_SOPickingWorksheet?$expand=SOPickerListEntryCollection($expand=InventoryItemByInventoryID,INToteByToteID)&$filter=WorksheetNbr eq '000001'Response: { "error": { "code": "", "message": "An error has occurred.", "innererror": { "message": "Index was outside the bounds of the array.", "type": "System.IndexOutOfRangeException", "stacktrace": " at PX.Data.PXXmlDataRecord.GetBoolean(Int32 i)\r\n at PX.Data.SQLTree.ProjectionConst.GetValue(PXDataRecord data, Int32& position, MergeCacheContext context)\r\n at PX.Data.SQLTree.ProjectionInitNew.GetValue(PXDataRecord data, Int32& position, MergeCacheContext context)\r\n at PX.Data.SQLTree.Project

Hello all,I have a custom field, similar to stock item description in the stock items screen and I am looking to fetch the value from the custom field to my PO screen under the details tab. I have a new field added under the details tab & now want to display in this. How can I do that?Thanks in advance.

Hi All,Is It Possible to 2-ways Data Exchange Between Acumatica and Sharepoint Via Microsoft Integration? I want to save uploaded files in Acumatica to the sharepoints. Do you know any possible ways instead of using Azure Bob Storage?Thank much

Hello all,Can anyone help me out in checking why the owner field is not getting updated with the employee ID who has been creating a PO?So who ever is creating the PO, the owner field should automatically insert the Employee ID/Contact ID or the person should only be able to view his name in the list, whereas at the moment he’s able to see all the employees’ name in the list.  

I need to create a method that is triggered by a button. I already have the button mapped, and I just need to complete the function, but I've encountered some complications.For example, I want to filter only the ones marked in red to show only '6', and if I press again, it should return to its original state. This data is in string format. [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "FilterGoformz")] protected void filterGoformz() { //Logic }Thank you for your attention

Hi Acumatica, I am in a bit of a pickle regarding a custom field that I have created for our client on the Project Transaction Details screen (PM401000). I have created this field via the Data Access class section in a customization project editor for customization  called APPSPOForProjects. After creating the custom field called "UsrPONumber" I converted the DAC field to an extension library and created an extension library on my local machine in order to reference the field in my business logic for graph "TransactionInquiry".  Afterwards I published the customization and the field was available to be added to the aspx of the PM401000 screen. During this whole process I was trying to play with Github Desktop as a source control option and was having trouble so I deleted the extension lib

Hi everyone,I'm looking for guidance on two tasks in Acumatica:How can I create a list of vendors that includes their email addresses? How can I generate a report that shows vendors and their associated subaccounts?Any detailed steps or resources would be greatly appreciated.Thank you!

in a report when I do few calculations always, I got incorrect values, I have posted another question in the community. Link is below. Error in Calculations of simple formular in ReportsI guess this occurred due to the variable is not reset correctly. So how to use this reset option, please provide few examples. 

I create a Report related to Project transactions; Following is a dummy implementation of that. I create two separate reports to calculate Income and Expenses, then embedded two reports in main report and calculated difference between income and expense. when i print the Income value and Expense value in the main report it printed some value. but when i calculate the difference using same variables it gives unexpected values.ResultReport design: Report designFormular: = $MonthlyExpenseRp_totalExpenses - $MonthlyIncomeRp_totalIncomei tried different formulars like,= CInt($MonthlyExpenseRp_totalExpenses) - CInt($MonthlyIncomeRp_totalIncome)

Is it possible to change a unit of measure conversion for a material item after a production order has been made with that item as a material? I am going to assume no but just wanted to check.We have completed and closed 1 production order that used a stock item as a material. The original conversion isFrom Unit: LBSMultiply/Divide: DivideConversion: 5To Unit: EA I want to change the conversion to 45. The production order has been completed and closed.

Our trucks don’t want to wait while we pull goods from our bins, so we pre-stage the loads on our shipping dock. Pick, Pack, and Ship allows us to move the goods for a shipment, but we pre-stage before the shipment is generated. How would we go about this with quantity/item validations like we have in Pick, Pack, and Ship? Ideally this would take in a sales order number, then we could choose the bins and transfer the goods. RIght now we’re using Scan & Transfer, but there is nothing guaranteeing that the team picked all the itmes or the correct qty of items for pre-staging. We only catch this at Shipment generation when we notice an item is missing or is shorted. Thanks! Edit: Wrong sub-forum, no idea how to move this, sorry.

Hey there, Trying to implement native Acumatica WMS currently.  One of the things I’m butting up against is being able to see what location has the oldest inventory.  Meaning, the oldest date that the inventory was put in that location.  I could have one stock item in 6 locations, but I want to know which one has been sitting there the longest. Earlier, I was directed to IN408055 - Storage Details by Item Warehouse Location.  But the flaw here is that if I don’t move all of the inventory from that location, it will change the date of the inventory in that location because activity occurred there. Has anyone else worked on this type of issue before?  How did you handle it? 

Hello,I have two sales orders where the serial numbers have been swapped. Both orders have already been shipped and invoiced. Is there any way to reverse or reassign the correct serial numbers to these orders?Thank you.

Has anyone else had the issue when using WMS on the mobile device with items that are lotted?When entering Pick Mode for single shipments paperless picking, I click next list and my location that I am starting. It then tells me the location to go to which is great. It then sometimes says “Pick Inventory ID X, lot number 123, quantity 2.” Which is exactly what I need it to do. But, usually after the first item it doesn’t include lot number anymore. It returns to just prompting to “Pick Inventory ID X, quantity 2”. Then it says, “Scan lot number”. I want it to tell the warehouse which lot number they need to be selecting. Is this a setting I am missing? It seems to be doing it randomly and I can’t pinpoint when it does or doesn’t.