Discussion Forums

Hi All,Is there anyway to get a defualt branch on either the customer contracts or contract items? We have multiple branches with different contracts, it currently defaults to the logged in branch when running the contract billing

I am trying to close financial periods in Finance → Manage Financial Periods.  I am unable to close September due to an open A/R credit.  Is there any way to process the closing of this month prior to the credit being used/applied?

Hi All,I have added data to Excel with a specific format. However, I am unable to change the font style to bold in Excel.Also, when downloading the Excel files based on vendors, only one file is downloaded while the rest are not.Can you please help me with this issue? I am unsure what is causing these problems.Plz find the below attached file for view code. ThanksNageswararao.

I am trying to create a new Workspace. However, when I click the 3 dots on the left menu, the only option I have is to collapse the menu. Is there somewhere else I can access creating workspaces, or is this a permissions issue for my user role?

Hello All! I am looking to combine our current users' roles into singular roles. For example: I am part of 5 roles. I created a new role; I want to copy everything that I am a part of and move it into this singular role. Is this possible without having to go through and copy all permissions from each role? I hope that was clear…  Thanks,Brent

We have the following inventory labels form, and it prints additional labels based on the number of cross-references on the item profile. If there are three references or alternate IDs, then it prints three labels automatically. It might do because we added this table (INItemXRef) to the Schema Builder, but when I remove the table, then the label does not work.   

Sales Order - > Create Purchase OrderIn the Create Purchase Order screen , click ‘Process ALL’Error: Inserting 'Purchase Order' record raised at least one error. Please review the errors.Error: 'Owner' cannot be empty.       at PX.Data.PXUIFieldAttribute.CommandPreparing(PXCache sender, PXCommandPreparingEventArgs e)   at PX.Data.PXCache.AttributeHandlersSquasher`1.<>c__DisplayClass2_0`1.<To>b__0(PXCache cache, TArgs args)   at PX.Data.PXCache.OnCommandPreparing(String name, Object row, Object value, PXDBOperation operation, Type table, FieldDescription& description)   at PX.Data.PXCache`1.PersistInserted(Object row, Boolean bypassInterceptor)   at PX.Data.PXCache`1.Persist(PXDBOperation operation)   at PX.Data.PXGraph.Persister.Persist(Type cacheType, PXDBOperation operation)   at PX.Data.PXGraph.PerformPersist(IPersistPerformer persister)   at PX.Data.PXGraph.TransactionalPersist()   at PX.Data.PXGraph.RetryTransaction(Action persistBody, Int32 maxRetries)   at PX.

A line of code like this will crash the code page in the Customization Editor in 22R2, after it is saved and reloaded:ApplyDocuments.SetCaption($"Apply Prepayment of ${amountOfPrepayments}");I believe the issue is the ${} within the interpolated string.

Hello all,I have the validate on totals entry activated and i am looking to import Amount - the field that requires the user to type in the figures manually if the Validate on totals entry is activated. Do we have any import scnearios in AR to import the Amount? or do we need to import the Invoices by disabling the amount checkbox? Regards.

Can a sales order has multiple lines of document discounts? Acumatica only allows one line of document level discounts. There is a requirement from my client to enter two lines of document discounts. How can this be handled in Acumatica? Is there a workaround to cater the above requirement. 

Hi Team,We have a requirement to load all account records from the Account Details screen without the Account ID filter. We are using the same graph as a reference and have created a new screen where we removed the Account ID filter and the respective conditions in the code. However, on the new screen, we are unable to load the Beginning Balance and Ending Balance values correctly for all accounts. Could you please share your thoughtsPlease Find the Screenshots for reference:Account Details Screen:New Custom Screen: Thank you,

I have an bill that has an unreleased retainage. When you look at this original bill the rounding diff is 0. Once I release the retainage which creates a new bill it now shows up with a rounding diff. The problem here is that although I can execute payment, the retainage bill stays open because of this rounding diff. And consequently by having the retainage bill open the original bill also stays open even though the full amount has been paid. How can I work around this? Retainage BillOriginal BillOriginal Bill 

How do you adjust total accumulated depreciation for an existing asset.  Our tax auditors are constantly changing the depreciation method at year end.  We get a depreciation schedule for the next year.

Hello,We recently been having this issue or every screen loading 10 secs before the next screen.Upon checking our AWS cloud we have never reached over 50% memory or cpu in the task manager.We still have 30% space left in our DB storage.Any advice on what should we do?This is how it’s like sometimes on a daily basis  Our version/build:Acumatica Cloud ERP 2022 R2Build 22.212.0046 +

Hello,Is it possible to have unit test cases in Acumatica for a hosted form? If so, how can we input data into the hosted form from the unit tests? I do have the hosted form tests using the Acumatica test sdk but I am hoping to work with unit cases.  Thanks

Hi, Is there a way to give rights to a user to just add/edit vendor item ID in the Stock items screen and save but not allow them to add/edit anything else on the stock items screen? 

We have a couple of End Period plus service contracts that we have been billing for nearly a year now. We now need to know how do we remove a piece of equipment from the service contract, but leave all others?  

Dealing with an odd situation where I have built a GI with parameters that looks at completed appointments but it is not pulling correctly based on the dates. The goal is to use the parameters to select a From Date and a To Date so we can see all the appointments within. The field we need to use however is the FS.Appointment.ScheduledStartDate - the scheduled start date is more accurate than execution date because our team does not necessarily update their appointments same day. When I filter between two dates (ex. Nov 11 - Nov 22), the appointments on November 22nd are not shown, they are filtered out. This appears to be because these have an execution date of Nov 25. My parameters and my conditions are all looking at Scheduled Start Date but they still seem to filter on/off based on an execution date. I’m unable to figure out why this is happening. Here is the table - you can see the To Date is set to Nov 22, but the data is shown only up to Nov 21.When I change the To Date to Nov 25

There are two columns, namely X and Y, in a grid. I need the following functionality: When the value in X is lower than the value in Y, the X field color should change to red. andWhen the value in Y is lower than the value in X, the Y field color should change to red.Example:For example, if X = 3 and Y = 6, the X field should appear in red.For example, if X = 8 and Y = 5, the Y field should appear in red. How to achieve this, I need steps on how and code if possible.Note: I do not want to highlight the entire row, only the specific field.

Hey folks,Looking to get some information for our Data Warehouse and came across a funky little calculation discrepancy that we can’t seem to figure out.  If you look at the SO Totals page in this example and you read the documentation it doesn’t seem that Unbilled Balance and Unshipped Amount are correct.   And can’t really figure out how these are calculated…   Also not sure how Order Level Discounts are factored in here, but any insight would be helpful.  We are trying to siphon out the unbilled/unshipped amounts for reporting and they do not match the SO values… 

I am trying to add Order Nbr.(ARTran-SOOrderNbr) to Prepayment and Application-Documents to Apply, the title shows up, but it did not bring the related Order Nbr to its invoice.What kind of update do I need to write for this attribute (ARtran_SOOrderNbr)

If we have our system set up to auto generate lot numbers for multiple stock items, will Acumatica create a unique lot number for a stock item compared to all other lot numbers or will it only be unique within that stock item?For exampleWe receive in stock item #1 and Acumatica assigns it a lot number of 0001, if we receive in stock item #2 will it receive a lot number of 0002 or 0001?Thanks!

I am trying to setup an import scenario to import stock images onto the attributes tab 23R2 - has anyone managed to be able to import the images.   Site I have has over 5000 Stock items and does not want to do this manually  

I am trying to use the Load Records from File function to import tasks into a project, however it appears as though certain properties cannot be uploaded such as Default Cost Subaccount… is there a way to enable those fields? 

I am developing a customization and would like to check if a user has access to a specific screen (or a Graph for that matter) in my code, I need to perform certain actions if they do not. How would I do that in my graph, which is not the same graph/screen?