Discussion Forums

I would like to add another field to the equipment list on the mobile app so that it appears in the list and is searchable.  The field is available on the web version. How can I do this?Also does anyone know what GI is used for this equipment list? 

Currently the appointments shown on the Appointment List on the mobile app shows all appointments allocated to that staff member.  We would like to only show appointments that has the ‘Not started’ and ‘In Process’ statuses.  How do we do this? Also I believe the Appointment List on the app is the ‘Appointment Summary’ on the web version.Is this correct?

We have an Import scenario for AP Bills and Adjustments to pull in large numbers of payments. But the import fails with the following error. “Field: Subaccount, Value: 605 , Error: 'Subaccount' cannot be found in the system. Please verify whether you have proper access rights to this object.”The vendor has a default Expense and Expense Sub Account set on the vendor record. We are trying to override those in this case using the import scenario and can’t without getting this error.  If the record is entered manually we can override it just fine without error. Removing the default Expense and Expense Subaccounts also allows the import to work without error, but it’s pointless to have to do that. The import scenario is very basic for importing AP Bills:My question is, has anyone experienced this and what can we do to allow the import scenario to override these account values without getting the error? 

Client is preassigning auto numbered lot numbers for manufacturing. The original RO is for a qty (48), but because less material was scrapped, they were able to make 49. Trying to update the qty to 49 on the Move looks like it will work:But it makes this error:Any ideas or settings we are overlooking?

Hey, team - I’m a little new to allocation rules so any assistance would be AWESOME! Got a client who is applying Labor at a standard rate and then replacing the standard amounts from payroll.  They are getting a negative value in the balances for the APPLIEDOVH Expense and want this to zero out.  They have a credit account associated with this step of the allocation rule - is this as simple as removing that account?  Thanks! Here’s the task Here is the allocation rule.  

I have created an Export Scenario that uses a GI. My GI gives me the results I need, but the Export By Scenario screen will not output any results.  I have followed the I100 course instructions, but am obviously missing something.  Any help would be much appreciated. Here’s my GIThis is my output, as expected.This is my Data ProviderThis is the export scenarioA CSV file exports with no results, only the header row.  What am I missing?  

Hello!Can you please help me with the issue of customizing the Help side panel?I want to add this panel to my custom screen and display there some articles related to it - references to some custom Wiki pages that I created as well as some Acumatica predefined.Worth noting that default workflow after clicking ❔ button is a redirection to default Help page with a list of all Wikis.I created a wiki page that is structured in the way I read on a help portal - here - to somehow bind screen and wiki page.And now if i press ❔ button on my custom screen only that bound wiki page opens.If possible, how could I configure system to open that side panel instead of a wiki page? Furthermore could I also create content of Help side panel myself? Thanks for your answersHelp side panel on Carriers (CS2077PL) Acumatica screen as an example 

We converted 500 items from Non-Stock to Stock without any issue. However, one item is throwing the following error: SO Prepared. How do I know where to go to fix? The error is so vague.  

Hello! A client just upgraded to 21 R1 from 20 R1, and it seems there is a slight process change that I’m looking for insight on how best to handle in the new version.Previously the client would Prepare Invoice and then on the Process Invoices and Memos screen, they would click Create and Capture, then Email Invoice, then Release. In this new version,  the invoice does not show on the create and capture process list because it’s pending email first and not in balanced status. They like to create and capture prior to emailing because their form marks the invoice as paid. Also, they do not want to release prior to emailing the invoice and have the setting specified to not allow release until email.So, they are now stuck with how best to work through the steps in this new version. Anyone have any thoughts on how to handle?

I have some confidence issues with what our MRP is suggesting. I want to figure out a spreadsheet or series of reports/GI’s to Audit the results. I would love to understand what folks have used in the past to perform this type of operation.  I have reviewed the training and Whitepaper as outlined here.   

How to Add Customer Statement along with Sales order Confirmation

Hello Community,I have customized the Relase AR Documents screen and showing the total (Amount column) at the Footer but screen is taking long time to load and gettting performance issue. Can you please review and help me with the code changes? public class ARDocumentReleaseNB_Extension : PXGraphExtension<PX.Objects.AR.ARDocumentRelease> { #region Event Handlers protected virtual void BalancedARDocument_Availability_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e) { BalancedARDocument row = e.Row as BalancedARDocument; e.ReturnValue = string.Concat("Total Amount: ", +Math.Round(Convert.ToDecimal(Base.ARDocumentList.Select().FirstTableItems.ToList().RowCast<BalancedARDocument>().Select(x => x.CuryOrigDocAmt).Sum()), 2)); }   

Is it possible to use a contains filter in an ARMS report Profit and Loss like you can use with a GI? My client heavily uses sub-accounts and they want to be able to use "contains" filters with sub-accounts. For example, they want to be able to filter for the second segment in the subacount. So if they filter for '10' they would see the selected rows as you can see: 

Does anyone know if it’s possible to modify the list of options (without a Customization) in the Document Type field on the COMPLIANCE tab on the Vendors (AP303000) screen? I see on the Compliance Preferences (CL301000) screen that you can add attributes using the CUSTOM ATTRIBUTES and COMMON ATTRIBUTES tabs so I’m considering setting Document Type to Other for everything and using an attribute for a custom drop-down list, but I wanted to see if it’s possible to modify the Document Type list of options.

Our users (but not administrators) are experiencing the following.They run the profit and loss statement (we have various formats but this problem occurs in all, also standard Acumatica P&L report) They try to drill down on a figure They all get the same error - Error:  You have insufficient rights to access the object (CS600000).The screen that the error is referencing is not related to financials at all, it is a configuration screen.  Any ideas what access is required for this drill down to work?Edited to add - my apologies, the screen that it is trying to reference is this one: However this is not in the Finance Workspace of Access Rights by Screen.  How do I find it?

We received a pallet of good that were damaged upon arrival. How should we deal with this in Acumatica? Should I receive the items in full in Acumatica and then do an adjustment or should I NOT receive the items in Acumatica at all?Thanks!

Our Customer want to reverse inventory that has not been invoiced, however the shipment returned.We can reverse the Inventory by placing return orders in Acumatica.Create a Return type of orderStock Item is Lot tracked item.On the Sales Order, the option to add Invoice Details exist. On this screen it only give an option to add Lot Inventory items that has been issues with InvoiceThe customer has not been invoiced. On Shipment the Update IN action complete (It post the Inventory GL transaction)To return the Lot Nbr Item it will help to get the correct lot number from the Sales Order.This does not seem to be possible as I cannot link the Return order to the Sales OrderWhat do I miss? Is there another method to return Lot number stock that has not been invoices, but the Stock movement  GL is complete?From the Return Type order we proceed to the Shipment type as a Receipt.Create Receipt for this order (From Actions)It will create shipment type as a “Receipt” and then click on Update IN (I

I received the following content in an email from the Acumatica Team: The Acumatica SaaS team will be carrying out an emergency maintenance with the below details: DATE: 11/5/2024 7:00:00 AM UTCAFFECTED INSTANCE: -------------.acumatica.comEXPECTED DURATION: We expect the maintenance window to end within 2.5 hours of the start time.DETAILS: We must transfer the customer's database to a new node to preserve our functionality commitments and SLA.I would not expect this to make any issues for us, but now this morning there have been multiple problems. The main one that needs to be resolved as soon as possible:We are not able to access the employee time cards except for our own.As you can see here, there are no other employees listed for me to choose from:My first thought is that it is related to the company tree, but as you can see here nothing has changed and those of us who need to access them are still listed above the employees on the tree. Any thoughts or suggestions on what could be

Is there a standard report or inquiry that will show Sales by customer by month by GL account?

Hi Team,We are encountering an issue with the financial period. When we call the GetFinPeriodByDate method, the system returns an error indicating that the financial period for the specified date is not defined in the system. It suggests generating the financial period, even though the financial year is already open in our local environment.Could you please review this and suggest a solution    

When creating a Return for Credit and adding a line item from an Invoice.  If the original UOM is a Case and it will convert to Each and then it will multiply the discount by the Quantity.  Which is incorrect and your Credit Memo will be much higher.Example1 case of 6 units - total discount is 2.55 and total case is 48.45Credit Memo for the 1 case of 6 units, it converts to Each (base uom) 6 units but it does not divide the discount instead it multiply the discount of 2.55 * 6 = 15.30InvoiceCredit Memo Please fix this bug ASAP, impacting the credit memo process.The original way is to just keep the some UOM when creating Credit Memo.

I’ve tried “database maintenace” and “rebuilding my solution” it works sometimes but after a while no matter how many times I do either fix I still get the error. Wondering if there’s an underlying problem that’s causing this error to propagate. Running it locally with a local sql database.  

Hi All,Is it possible to add an Import button that allows uploading an Excel sheet directly into the Documents To Apply tab on the Payments and Applications screen?Thanks.

Is this code correct? It currently hides the footer when the count exceeds 3. I tried using <= 5, but it still hides the output when the count is 3 this record data is only 4 but it hides the footer 

Can anyone guide me on how I can create customer using postman api endpoint. I am new to acumatica.