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This is not currently turned in my configuration, if I do make it active, am I liable to get charged more?

Dear ALL,We have an AP transaction that was released but unposted and we do not want to post this AP transaction.How to close Financial Period with unposted batch ? Best Regards,NNT

We are using the nuget package Acumatica.RESTClient.ODataApi version 4.1.0.  We are trying to call a generic inquiry via OData v3 using ODataApi.GetOData().  However, the $orderby parameter is not listed as a parameter for this method.The method includes the following parameters:select, filter, expand, skip, and top - but not $orderby.Is there a way to make an OData v3 call using an $orderby parameter?

I have a negative quantity available and am trying to figure out what is causing it.  I went through the history of the inventory transactions and everything seems to be ok.  I have an FS Booked quantity of 1 in the inventory allocation and wondering if this could be the reason? 

Hi All,We’ve been successful in implementing popular git strategy and DevOps principles for Acumatica ERP, by utilizing Gitlab CI/CD pipelines, and Customization API.We are client of Acumatica with in-house customization development department, but I believe our experience can be expanded to multiple other scenarios and settings.Please leave your comments under this post, if you are interested in this topic, and specify which parts of the solution would you be most interested in me explaining, to help me shape the content of the larger article.Setup:3 Acumatica instances - DEV, QA, PROD Self-hosted Gitlab server Self-hosted Windows gitlab-runner In-house built C# CLI client for Acumatica Customization API supporting all main methods (import, unpublish, publish)Process requirements implemented:SCRUM-friendly development process Controlled git flow to prohibit unverified changes from going into PROD Manual deployment to PROD and scheduled/manual deployments to DEV/QA Scheduled nightly de

Hi,I have a requirement to default the tax category based on the entry type selected. Currently following options are available. My tax setup includes multiple tax categories under one tax zone. System picks the default tax category for the tax zone attached to the entry type.Use can manually change it. we can use a non-stock item to default the tax category. Use has to select the tax category and also the  entry type in the cash transaction. Is there any way that I can set the tax category to pick automatically connected to an entry type?Thank you,Dulanjana

Hi,In the sales orders screen, the “Print Sales Order” button is disabled when the SO is in backorder status. Does anyone know what is the reason to disable the report when the order is in the back order status?Thank youmDulanjana

I have these lingering tabs on a GI I’m working on and can’t delete them. This is the error message I get when when trying. Any ideas on how to clean this up?  

Hi,Is there any way we can remove few lines from the Transfer Reciept when processing 2-step Transfer method.  I tried to remove few item lines but delete (X) icon is freezed.  Thanks!

Hi Everyone,We are working with subaccount segments and row level security. Let’s say we have 2 segments in the subaccount , XX-XXX. Both of these segments have a 1 for 1 on row level security groups, group ABD and group IPE. Both groups are type A. Both segment 1 and 2 will have subaccounts in group ABD and group IPE.       What we are trying to achieve is if we select subaccount segments from group ABD on the first segment, we segment 2 to only show the ABD subaccount segment value (and not see IPE). For example below, we select ABD in segment 1, but we also see subaccounts from IPE. -- We want to restrict this to only ABD in the second segment. For this testing, our user is part of both group ABD and IPE.  Currently I have not figured out a way to do this on GL Account Access. Is this possible in Acumatica?Thanks

Is there a way to add a column for cost of FS Allocated items to the Inventory Allocation Details page?  

Hello everyone!I’m trying to create a Generic Inquiry that produces a report listing the materials contained in a multi-level BOM and some information about those materials. The difficult part is that many (but not all) BOMs contain BOMs within them, which themselves can also contain BOMs, and I want those material items to be listed as well.I’m able to get the first level BOM materials in one report, and I can get the second level BOM materials in another, but not at the same time in the same report.I’m looking at the tables “AMBomItem”, “AMBomMatl” and “InventoryItem”, which I believe are all the tables I need, and have Inner join types between them based on bomId and InventoryId.So, my question is this: how do I write the GI in such a way as to get all the layers of BOMs and their material constituents? Is there are way to recursively go through each BOM item to check if it contains a BOM itself and if so get those items?Any help is appreciated!

To properly account for payroll related expense, we would like to:Account for non-project (non-billable) labor in 3 distinct buckets Indirect Labor (Overhead): Supervision, Maintenance, Engineering  Direct labor (direct employees nonbillable hours) (not Labor COGs) SG&A labor Differentiate straight time, premium time, vacation time, and holiday timeIt would look something like this.  Reg Time OT Holiday Vacation Bonus Benefits Work Comp Project/ Billable Direct 61010 61020 62800 62710 61030 62110 62400 52000 Indirect 61040 61050 62800 62710 61060 62110 62410 52000 SGA 71010 71040 72810 72710 71030 72110 72410 52000

I’m working on a PO approval map. There are many approvers with various approval limits. I need to require two approvers for PO’s over 50K. I understand that a specific number of approvers can’t be specified for a single step, it’s either 1 or ALL.So, I’ve created a 2nd step for PO’s over 50K. Needs to have the same group of approvers though. This presents a problem, because having the same approvers in both steps basically causes it to skip the second step. I thought I could solve this by using “Approver ID does not equal ___” in the rule conditions. But it doesn’t work. Wondering if I’m using it wrong, or if not, what is the point of the Approval entity in approval maps?Here is a dumbed down version I tested without success. Step 1: Two rules, CEO and CFO, both with specific employee specified. No conditions. Complete step on approval. Step 2: Same as above except each rule has a condition to require employee’s approval if they did not approve in step 1 (goal anyway). Screenshot belo

Is there a better way to do this? I don’t see an option for “one-time upfront”. The best it looks like we can do is to bill a Service Contract yearly. Here’s my workaround. Please let me know if any has alternative suggestions.  Duration = x years Billing Period = Year Service Per Period - adjust line item to the x-year total  Deferral Code - add x term deferral code (e.g. 3 years/36 months)  Run Service Contract Billing  Deferral Schedule created after AR Invoice processing Should accurately recognize revenue across x terms (in this case 36 months)  For years 2, 3, etc. - modify services period and zero out prices so no billing/revenue generation occursIt’d be ideal if there was a Period option of “one time” or “only once” for upfront billing. I can submit an idea if there isn’t one already and if others believe that’s needed.  

What data tables hold the items currently in totes? I’d like to list all the totes active in the system and then display their contents. I just can’t seem to find the data tables holding this information. Anyone know where to look? Thanks!

Greetings, it is possible for the variables of Alternate ID to be reflected as for example in excel, individual columns?  example: 

We create a Sales Quote, mark lines Require Appointment;  create Field Service Order.The order is created, but the lines are marked and Nonbillable.  The detail lines are non editable. How to resolve.  

Is there a way to make the “Parent” field on Tasks editable? It would be extremely helpful to be able to add a parent to an existing task. Or change the parent task after the task is saved.  

I have added a Numbering Sequence to my changes, but I cant see how to put this in my Customization Project to have everything deployed together to other instances. Am I missing something or do I need to do it in SQL. Any suggestions please.

I want to have the Scan Move screen create a new line and serial number each time a round of scanning finished. I want this to be compatible with a printed QR code, which currently works apart from the issue with the lot number. Manual entry of lot numbers won’t work when using a static QR code.Currently, doing 2 or more rounds of scanning with the same data will combine the quantities into one line instead of creating an additional line.Ultimately, it should work in the same way Receipt or Move does, where a uniquely generated lot number will be assigned for every line, even if all of the other details of the line are identical to an existing one. I am more than willing to implement some kind of Customization since I am familiar with that interface and system, I would just need some guidance on the implementation. Also, I am doing this on a test tenant, so I can afford to break a few eggs here.Current outcome: Desired outcome: 

Hi All,I have a goal of getting orders out in three days. I am trying to make a dashboard view that over a given amount of time it calculates the percentage of orders that have went out in three days or under. Any guidance would be greatly appreciated on this, or feel free to ask questions if I am not being clear.Thanks!

I’m overriding the Print Shipment Confirmation menu option on the Shipments screenIn my code, I want the option to use my override, or use the base method.When I call the BaseMethod from my delegate, it is null.  I’m not sure what to do.Here is the code for my override: [PXOverride] public delegate IEnumerable PrintShipmentConfirmationDelegate(PXAdapter adapter); [PXButton] [PXUIField(DisplayName = "Shipment Confirmation")] public IEnumerable PrintShipmentConfirmation(PXAdapter adapter, PrintShipmentConfirmationDelegate BaseMethod) { try { SOShipment shipment = Base.Document.Current; string screenID = "SO302000"; string reportID = "SO642000"; string printerName; ICSPrintHubActions iCSPrintHubActions = SelectFrom<ICSPrintHubActions> .Where<ICSPrintHubActions.screenID.IsEqual<@P.AsStri

Hi, I have a requirement to record expenses for a customer contract. I see in AR invoices, there is a field to enter the contract for revenue, but in AP Bills I cant find the contract ID. Is there anyway that we can enable entering contract ID in AP bills or any other transactions similar to entering the project ID?Thank you,Dulanjana

Hi,I’m trying to make some generic inquiries available for customer portal users. All indications from the help guide make it seem possible so I suspect that I’m missing something out.The GIs appear on the portal for our admin users but not customer (contacts linked to business accounts) users. The access levels to the GIs are the same. Is there anything I’m missing out? Any help would be greatly appreciated!