Discussion Forums

Hi, We have a large number of Warehouse locations (over 500) and at present we are having to manually Transfer Receipt Transfer Orders into those warehouses.  Is there a way of completing these Transfer Receipts in bulk (same as Confirm Shipment) or an automated process that can be scheduled? Thanks in advance, Ben

Meet Heidi Dempsey our Acumatica Community Featured Member for November 2024. It’s great to have you as part of the Acumatica Community @Heidi Dempsey!Hello everyone.  I am Heidi Dempsey, Subject Matter Expert for Construction and Projects.  I have been with Acumatica for over 6 years since the beginning of the Construction module.  I was raised in California and started my career in accounting after college.  In the 90’s I had 4 kids within 5 years and stayed at home with them for many years.  When I returned to the workforce over 20 years ago, I was able to combine my accounting and computer skills to enter the accounting software industry.  It has been a joy to work with partners and customers on the functionality and seeing the software improve over the years.  I live in the great Pacific Northwest and enjoy biking, kayaking and hiking.  Some other passions are my family, travelling, baking, gardening and recently I have taken up playing piano. 

Do you have any suggestion what is the best option where to put the sharepoint link in Acumatica instead of the actual file? What I’m going to do is in order for us to lower the cost in terms of storage in Acumatica, my workaround is to put the files in sharepoint then get the link in the sharepoint and save it to Acumatica. Any suggestion where to put the sharepoint link?

Does any one know how to reverse a Landed Cost? We had an entry with a clerical error and the amount was incorrect. Now inventory is overvalued and we have the amount sitting in the accrual account. The AP bill should address the accrual balance but will create a credit on the P&L variance account. Not sure how you address the inventory valuation. So looking for ways to edit, delete or otherwise correct the LC transaction. 

Is it possible to have a part default in the configuration?  We have a client who uses the same door 95% of the time but needs the option to select a different door.

Hi all,     I have created one simple business event with generic inquiry (AM3010PL - AM-Labor) which is already available in the acumatica, but business event is not working while adding (active) the below highlighted condition in generic inquiry .Screen shot is attached here. if we are not adding (Inactive)  highlighted condition , then business event  have been triggered.Any ideas on why this business event not trigger while adding below highlighted condition in Generic inquiry?  

Hi Guys, How Can I print a Tick Box in My Reports, ie ☐   I can add this symbol to my Steps in BOMbut the PX.ReportViewer.axd  removes it, or does not display it?  even printing to a PDF it is not Visual?any help appreciated!

Is there a report to print a carton content label for orders being shipped.This report would would show each shipping carton / pallet along with the item and quantity for each carton / skid. Example:Carton 1Item 1 qty 300Item 2 qty 500 Carton 2Item 2 qty 500Item 3 qty 75 Thank you

How to get production URL end points?  The documentation leads us to UPS developer site.  I have spent an hour trying to figure out where to find the URL Endpoints.  Can someone please help!  Thank you

I am currently configuring an Email Account with Office 365 OAuth.I also configure an Api on Azure, create an External application to authenticate the email account.When I Sign in there is no problem, but when I run the Test this is the error that keeps showing.IMAP and POP are also enabledAPI Permisssion is selected  What else can be? 

I am wondering if it is possible to display a Google Maps map generated from the Maps JavaScript API in an ASPX page.Does anyone have experience with this or something similar?

I’ve been considering the difference between setting up restriction groups for Customers and Vendors versus using the Restrict Visibility To field in Acumatica. My thinking is that restriction groups might be more useful when there’s only one company/branch.Personally, when restricting Customers or Vendors, I prefer using the Restrict Visibility To field and specifying the company or branch. This involves creating the necessary access roles and applying them to the relevant company or branch. When a user logs in, they’ll only be able to see the Customers or Vendors associated with their assigned company/branch.In comparison, I find that restriction groups are more complex to set up and maintain. They can be applied to all customers or vendors using the "Apply" button under the customer or vendor class, but it’s more tedious.In your experience, when do you choose one method over the other?

How can you limit the visibility of User-Defined Fields so that it doesn't appear on other companies?I have companies XYZ and OMP but I don’t want to show in XYZ to OMP 

Hi I have a requirement where I need to default the qty to produce to 1.00 in material wizard 1 screen which I have implemented as follows: namespace PX.Objects.AM{ public class MatlWizard1_Extension : PXGraphExtension<PX.Objects.AM.MatlWizard1> { #region Event Handlers protected void AMProdItem_Selected_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated baseHandler) {baseHandler?.Invoke(cache, e); var row = (AMProdItem)e.Row; if (row.Selected == true) // Only if the item is selected { row.QtytoProd = 1.0000m; } }This works but when I select a record to be sent to Material Wizard 2 screen this grabs the value based on original logic. How can I make sure the value is set to 1.00 across both screens? As a side note I have also tried implementing field defaulting event handler but this universally updates AMProdItem.QtytoProduce which is not required because only these 2 screens need to be updated.Thank

Use CaseThis article demonstrates how to update fields in a Sales Order upon confirmation on its shipment. In this example, we will add the "Expected Delivery Date" field to a Sales Order header,and will calculate it as adding some constant days number (7 here) to the shipment confirmation date.PrerequisitesThe attached customization adds the  "Expected Delivery Date" field to Sales Order header (SOOrder database table, DAC, and aspx). It should be used as a starting point for implementing the logic described in the Use Case section.SolutionThe described solution uses the structure of the Confirm Shipment action delegate:protected virtual IEnumerable ConfirmShipmentAction(PXAdapter adapter){ PXLongOperation.StartOperation(this, delegate () { SOShipmentEntry docgraph = PXGraph.CreateInstance<SOShipmentEntry>(); SOOrderEntry orderentry = PXGraph.CreateInstance<SOOrderEntry>(); foreach (SOShipment shipment in list) { docgraph

Hi,In one of customer’s environment I do not see the line level discounts in the sales order document summery area. But all other , and Local environments shows the Line discounts at the document summery area. Is there any place that I can enable it? Thanks,Dulanjana

In construction edition, the Retained Amount in Revenue Budget should decrease after releasing retainage. It does not always. Anyone know how to get it to decrease every time?

We are mainly using invoices from project pro proma. One objective of our company would be to create one pro forma per week in order to follow correctly our pucoming sales and wip (from pro forma, we can decide if the actual transaction is billable, or a write off)On the client’s side though, we would like to compine multiple pro forma into one invoice, in order to bill our client twice or once a month, without having to redo the whole proforma process Is it possible in acumatica? Thanks  

I have an invoice from a supplier that was shipped in multiple pieces.  Consequently they charged our credit card with multiple charges.  But, we only have a single invoice entered in AP.When trying to clear the bank transaction I can select “match to multiple invoices”, enter the vendor’s name into the “business name” and I see the single invoice.  If I select that invoice it correctly shows me an “unmatched amount” but I can’t figure out how to them match this to the second credit card charge.This doesn’t feel like an unusual practice so I’m assuming that I’m doing something wrong. 

Hello, We would like to export 1000+ invoice PDFs and are attempting to use an Export Scenario to do this.  We cannot use the existing filters on the Print Invoices/Memos screen as we need to filter on ship-to state as well. We have a list of invoices in a data provider, and are using the Print Invoices/Memos screen for the export scenario.We are struggling to find any documentation anywhere on how to use this screen in an export scenario so below is what we have in the Export Scenario so far:Does anyone have any experience with exporting PDFs in bulk like this?RegardsPatrick

Hi everyone,Testing bank feeds for the first time. Connected to a real bank account with years of history. After running Retrieve Bank Feed Transactions, it only goes one month back from current date. Does anyone know if possible to go back further?The Import Transactions From field was originally 1/1/2024. It updates every time process is run.   

Hi Acumatica community members, In one of my customers environment , I have created a sales order for a customer .In the customers screen I have defined the shipping rule as ‘Back Order Allowed’. In the sales order screen when creating a new sales order for this customer , the shipping rule in the sale order shows as ‘Back Order Allowed’ which is the expected behaviour.Then I created a shipment for this sales order for partial quantities , and confirmed the shipment . The sales order status shows as ‘Back Order’ which is the expected behaviour but the Shipping rule in the shipping tab  of the sales order and also the detail tab shows as ‘Ship Complete’ which is not the expected outcome. This should be ‘ Back Order Allowed’.I tested this in the default local instance , the behavious is the shipping rule kept ‘Back Order Allowed’ when the sales order is in the ‘back order’ state.In other words , I could not replicate the issue in my default local instance.Is there any reason for this beh

We have matched all our bank feeds in Banking > Process Bank Transactions.However, when we process the Reconciliation Report, the clear date on the transaction does not match with the date of the bank feed transaction line item that it was matched to.  Also, once reconciled, the reconciled transactions are still appearing in the bank feed. Is this a bug, or is there a step that has been missed? 

Hello Everyone,I have a custom field on the sales order header where users can enter a value. This same custom field is also available on all activity screens (Task, Email, Chat, Note, etc.). If a user creates an activity from the sales order, I need to pass the value of this custom field from the sales order to the activity screen.Additionally, this logic should also work for the shipment and invoice screens.In Acumatica, the activity screens are handled by the ActivityDetailsExt generic graph, which contains several virtual methods used for creating activities. I tried overriding these methods in the SOOrderEntry extension, but while there are no errors, the overridden methods are not being executed.Can anyone suggest how to pass the custom value from transaction screens (sales order, shipment, invoice) to the corresponding activity screens?Acumatica base code for activity logic is in below class. public class SOOrderEntry_ActivityDetailsExt : ActivityDetailsExt<SOOrderEntry, SOOr

Hi Community, Seeking your assistance for reference to set up POWER BI in Acumatica