Discussion Forums

I have created an action in a custom screen graph which is responsible for setting some field values base on few complex conditions. These conditions are based on DACs except the main DAC of the screen. Since it does few DB updates can’t use the Row Selected event also. is there any way to call that method just after initialization of the screen?Note: Topic Should corrected as “How to call an action just after initialization of a custom Screen”

I have created an email notification in Email Notification for ACH payments that includes the date and amount of the bills and payments in the email, but the formatting is not carrying over from the formatting on the records in Acumatica. An example of my email is below: Payment of $2850 is in process from via ACH for the following transaction details:    Bill - 123456 - 9/2/2021 12:00:00 AM - Services Provided - $1500    Bill - 123568 - 8/23/2021 12:00:00 AM - Services Provided - $1350  Is there a way to get the date formatted without the timestamp and the numbers to format with a comma and decimal point along with the zeros?

We have large service orders with many lines - each line represents a task at an appointment and we can have up to 20 appointments. There are often times when a task can’t be completed at an appointment. We want our service techs to be able to indicate a reason code when a task is not completed, and a free text field to indicate the reason - and of course we want to be able toe easily report on these reason codes on a weekly basis. See example of an appointment task and what we would like to see: Inventory ID - Service L1 - Status - Not Performed - Reason Code - 04 Wrong Measurement - Reason Description - “Client provided wrong measurement”. Is there any way I can get a field like reason code in the Detail section of Appointment/Service Orders without a customization?  I see there are attributes associated to the SKUs which are used in the Detail section but I don’t see any way of adding those attributes to the Detail section. I am also able to add attributes to the overall SOR/Appoint

Has anyone created an integration with Vena Solutions? https://www.venasolutions.com/

Hello! Is there a way that we can get a status changed date into a report not viewing by the Audit History? Amanda

Hello everyone,I'm facing an issue with a custom Acumatica screen that involves managing customer records (SanitationCustomer). I have a custom graph (SanitationCustomerMaint) and DAC (SanitationCustomer) that allow users to select a different ClientID using a selector. The main problem occurs when switching between tabs and updating the ClientID.Here is the specific issue: When I update the ClientID from the General tab, the customer information is correctly updated for fields such as name, address, city, etc., and all the related views are refreshed accordingly.   However, when I switch to a different tab (e.g., Brewers or Invoices) and change the ClientID, the new ClientID appears to be set, but when I navigate back to theGeneral tab, the customer information shown is still from the previous ClientID.  Additionally, if I save a new record to a related view (e.g., AssignedBreweries), it gets associated with the previous ClientID instead of the newly selected one. using System;using

HiMy asset already fully depreciation with 100 salvage value. After that, i want to change the salvage value to 1. Is there any option to trigger depreciation for amount 99. Asset with fully depreciation status, we cannot trigger Calculate Depreciation process.  Thank you,Nas 

How can I retrieve the date when the status of a sales order changes from 'Open' to 'Completed' using a Generic Inquiry.

We’re using the ShipEngine carrier integration - the only options allowed for insurance ‘Carrier’ and ‘Shipsurance’. Curious what others are using for insurance outside of these options?  

I'm trying to set up an import by connecting to an Amazon S3 bucket via SFTP. However, I keep encountering an error stating that the openssh key type is not supported.The key was uploaded to the Encryption Certificates screen as a text file. The File Synchronization was configured with the SFTP details to connect to the Amazon S3 folder.  I tried ssh-rsa and ecdsa key formats but Acumatica rejected both. I am able to access it with no problems using FileZilla, but I am not sure how to configure it in Acumatica. I couldn't find any Acumatica documentation on configuring SFTP or what file transfer policies are supported.Has anyone successfully configured SFTP in Acumatica?

When setting up a 1099 Vendor where do I put the D/B/A info to correctly print on a 1099 form? Thanks!!

Hi! Is there a way to identify $ amount of what is shipped on a SO and the $ amount of what is not shipped on the SO and put them both in one GI? I am guessing you can’t do this but would like to be confirmed. Any ideas on if this is possible?Right now I have a GI where I’m using the formula qtyhardavil >= openqty to determine where an item on the SO is Shippable or not. Not what has shipped and not shipped from the SO.Thanks!

Hi, is there a way where I can show all stock items their QTY on hand, available, location, and lot/serial number all on 1 GI? similar to inventory summary screen (whether it has a lot/serial or not) but in GI form? It seems like they are two separate tables being I would like to show lot/serial number as well. any thoughts are appreciated.

When looking at the MRP display, there is an item that is on there for a base qty of 5,000. I have a few questions in regards to it. There is a Sales Order for 5,000, however this item has no Safety Stock and no min/max order qty. There is also nothing on the replenishment tab. There is also nothing on the Vendor tab. So, how does Acumatica calculate this? I know it is demand based but if you do not want to carry 5,000 in a warehouse, how do you get this to not show up on the MRP display? Will a Purchase Order clear this?  

We have setup an AWS server per Acumatica’s Instructions, we have our sales Demo installed and working.   Now we are trying to connect velixo to the salesdemo data and recieving this error.  What changes do we need to make to get this working?See Attached picture.

Is there a way to set up a hierarchy of locations within a BoM.Our company makes seed mixes and often times end up with a “partial” bag of a seed mix, for example 5 pounds remaining from a 50 pound bag. We often set this bag aside away from the retail location to use in the next seed mix.Is it possible to set up the BoM to say “use all that is in THIS location first, and then pull from a secondary location if needed”? I would like it to show up on the production ticket if an employee needs to pull product from 2 different locations.

For some sales offers we need to show optional or alternative articles or positions in the sales offer. For example: Position 1: 1x Notebook A  1000 USDPosition 2: 2x Bag for Notebook as option 100 USDPosition 3: 1x Notebook B als alternative for 1500 USD The total amount of the sales offer should be still 1000 USD as position 2 is only an additional option for the customer and position 3 is an alternative for position 1.  I am not sure how to set this up in an sales offer as all 3 positions are priced and the total sum of the offer should be 1000 USD, means the price without the options.  Has anybody the same topic solved ?

Is it possible to automate the printing of production label with help of business event?I’m trying to automate label printing from production order details screen when certain operation status got changed to completed. 

Hi Team,We are getting the below error while upgrading db from 2022r1 - 2023 r1. Any thoughts.MySQL version - 5.7.1System.NotImplementedException: MySqlScripter: There is no conversion from logical data type Udt to MySql physical type   at PX.DbServices.Points.MySql.MySqlScripter.scriptColumnDataType(TableColumn col, String& comment)   at PX.DbServices.Points.MySql.MySqlScripter.getColumnDefinition(TableColumn col, String tableName, DefaultScriptingMethod scriptDefault)   at PX.DbServices.Points.MySql.MySqlScripter.<Script>d__40.MoveNext()   at PX.DbServices.Points.DbmsBase.DefaultExecutor`1.Execute(Func`1 cmdProvider)   at PX.DbServices.Points.DbmsBase.PointDbmsBase.executeCommands(IEnumerable`1 commands, ExecutionContext context, Boolean withoutUsingDb)   at PX.BulkInsert.Installer.PointInstallationExtensions.RunSchemaFirst(PointDbmsBase point, DataSchema schema, ExecutionContext context, Boolean customScript, Int32 timeoutMultiplier)   at PX.BulkInsert.Installer.PointInsta

Hi!Does anyone know the easiest way to check if a bank is compatible with Plaid prior to setting up bank feeds?  Thanks!

Is the Blanket Purchase are calculated for the supply in inventory planning (MRP). I tried to do that but it is not working as expected. Can anyone have idea, will the Blanket purchase order calculated for MRP?

What does this AM Error mean? I am receiving it with trying to release receivables transactions in Acumatica.

Hi, For the AR Aging report, there is an option in the Statement Cycles screen shown below that allows this report to display by Financial Period. Is there a way for this same setup to be used for the AP Aging report? If not, is there another way this can be implemented in the system, or would it need to be done via a customisation. Kind regards,Andrew 

Hi ,I have a requirement to create a generic inquiry to see the projects revised budget (Original + Change Orders) for a given date. It needs to be able to select the date as a parameter and system show the total revised budget for the parameter date. I tried creating a GI but it was not successful. Do you anyone know a table to fetch this data or way of creating a GI to get this results?Thank You,Dulanjana

Good day, we have a client that has suddenly received an error on one of their Generic Inquiries.On the Main GI there is an exclamation mark that states System was not able to get record count and there’s an exclamation mark in the top right corner indicating that the number of records is capped at 50,000On one of the exisitng filters it states: The exact number of records cannot be retrieved. During export to Excel top 1000 transaction records will be exported.See screenshot below.Version 2024R1 PCS on an Azure server