Discussion Forums

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Is it possible to exclude a non-stock item like Freight on the line of an AP Bill from inclusion in the cash discount calculation?

I’m looking for the ability to create a bunch of DACs that all have the same fields without retyping the fields each time. So, for example I might have 3 different DACs that I want to bind to 3 different database tables. But the actual fields should be identical. Is there any easy way of doing this? My thought was to use DAC inheritance, where I’d have an abstract base class DAC A and then all my children DACs would automatically get the fields from DAC A added but still actually reference the different database tables behind the scenes. To be clear there wouldn’t actually be a database table for DAC A.If this isn’t possible not a big deal, it just means more copying and pasting for me.

We have a report in Report Designer where the results are not matching up with the GI. The GI is called CRRelation. There is a LEFT JOIN with SOOrder.NoteID and CRRelation.RefNoteID. The GI in the attached document shows that the LEFT join works as all the data across the board matches. Using the same type of LEFT join in the Report Designer and following it through various stages (also shown in the attachment) shows that everything appears to be matched up. The issue is that in the Notes field, section listed at the bottom of the attachment, the CRRelation.TargetNoteID  and the CRRelation.Description are suppose to match the top picture in the attachment. I’ve even tried using, in the Report Designer filter, a filter for the TargetType to be Sales Order, and again, no joy. I have not linked the CROpportunity to any of this as I didn’t think it would be necessary in this case.

I have been hunting for the access right that would hide the attached image totals on purchase orders in the header for a view only user that we do not want to allow to see cost of material. I am having a hard time locating the correct access right for this to revoke. Can anyone point me in the right direction? 

We ask customers to prepay for inventory items but not freight or tariffs.  Is there a way to include shipping on the Sales Order but not force the customer to pay for it till after delivery?

Is there a way to restrict users to only be able to edit activities created by them and not be able to edit ones created by colleagues i.e. you can only edit your own activities?

Acumatica and IMAPA few months back, IMAP stopped working, and I had to reconfigure the system email account set up in Acumatica to use POP3. We are using Acumatica version 2023 R1. Are there any issues I should know about with IMAP utilizing this version of Acumatica? If not, can anyone provide a link on how to properly set up IMAP to work with the 2023 R1 version of Acumatica? Thank you. 

How do I clear out the voided payments still sitting in the bank reconciliation screen.

I’m getting a ‘Location’ can be found in the system when trying to import Proforma invoices. Any ideas as to why this is happening? See below: 

Acumatica will offer the Controlled Release of Payroll in Canada beginning with the 2023 R1 release coming in April. The initial release of Acumatica Payroll will support:Federal and Provincial Tax Calculations T4 and RL1 tax forms (T4 summary and RL1 available in 2023 R1) PD7A remittance validation report for CRA (2023 R1) Record of Employment Final Paycheck Canadian Specific features Paid Time Off calculations Deduction and Benefits calculations  Payroll related features EFT (via Canada localization) T5018 (improvements in 2023 R1, ability to separate goods/services in 2024 R1) The following features will be supported in a future release:Multiple base currencies. Customers who want to run both US and Canada payroll need to implement 2 separate tenants PTO enhancements T4A (AP report)The table below outlines the stages and timelines of the rollout.Stage Tentative Date(s) Information/Activities Acumatica Demonstrations July 2022 Acumatica supervised demos using a previ

Can someone please assist? Thanks

When invoices are dragged and dropped in the “Incoming Documents” screen in the Payables module, sometimes they turn sideways. It appears to be happening when the invoice itself is created in Landscape orientation so Acumatica is attempting to align the image so it’s in Portrait orientation even if that turns it sideways.  Is it possible to have Acumatica align invoices so the verbiage is horizontal regardless of how the paper is turned?

Can anyone assist with why this error is occurring in our our system? We are two years into implementation with SWK Technologies and are still having basic errors like this pop up as we demo the system.  An error occurred during processing of the field Location value WARRANTY IN Error: Selected Location is not valid for receipts.

Hi I want to create same screen as Scan and Count Base screen.I will ScanPI Ref Nbr. Lot serial NbrI will not scan Warehouse and Location.I am trying to customize existing base screen. But After scanning PI ref nbr. i am not able to bring Lot serial Nbr. I have attached the Code of Maint and aspx code file.   

Hello,We are implementing Shiphawk WMS and having trouble with inventory adjustments.  Our stock items are valued as FIFO method, so I believe it is because the “Receipt Nbr” field in the IN303000 screen is not able to populate from Shiphawk.  Is there a workaround for this error so that we can make inventory adjustments from the WMS?

Production detail includes backflushed non-stock items for outwork so that the value of outwork is included in finished goods. Detail Lines are marked for PO and POs will be created from the production order. This does not work unless the non-stock item is not flagged to require receipt. You can create a purchase order outside of the production order as normal. There is no need to receipt the PO, it will be matched to an AP invoice. How to create POs from production orders for non-stock items without PO Receipting ? 

Hi , I Have Attached generic enquiry for three table i have created.Notification source, Notification Receipient , Customer But the customer table am not able to join with other two to display the customer id and name Anyone can suggest and help me to resolve this issue 

Does anyone else look at community posts on Mobile? I am unable to see others comments on Safari, Chrome, and Edge. 

Hi, I have a requirement as follows and need to know how this can be catered via customizing the action.When I click on “Generate Orders for Subassemblies” for a parent item such as given below with a qty to produce of 10.00 When the button is pressed the child items also need to be set to a qty to produce of 10.00, currently the system sets it to 1.00 as shown belowHow can I also copy over the qty to produce as well over to the child items once the button is pressed?

Can I set CMType to visible when selecting a specific option from the  DocType field?  for example i will choose credit memo on doctypeCM Type will be set to visible Is it possible

Hello all,I have been working with customization projects for some time, and I can’t quite seem to figure out why sometimes they publish to the database, sometimes to one tenant, and sometimes to multiple tenants? It seems to be almost random, and I can’t seem to find a pattern. I understand there is the “Publish to multiple tenants” option; however, when I do this in Test and publish to both Production and Test tenants, the projects sometimes don’t publish into the Production. The times they do publish into Production, they still seem to “live” in the Test Customization Projects screen and don’t update the customization projects in production. E.g.- I make edits to a side panel in Test, publish to Test and Prod. I go into the customization in Prod and the changes are not in the project; however, the side panel displays in Prod Acumatica where it needs to be.I have looked over the community, but I can’t seem figure out the best practice and explanation with these projects!Thanks,-RJ

We have a customer who manages some of their cases through our portal. When I try to give them rights to change the status on cases nothing happens the box is still grayed out. These are support users who are assisting us with cases for these customers so they need to be able to edit and close cases that they did not create. Is there anyway to give them these rights through the portal?

How can I disable or hide the Export to Excel button in the report launcher window?

Hi All, I have got in total 6 companies and currently any user that log ins has access to all 6 of them.  I want users to only have visibility of the company they belong to and restrict access to any other company. I know I will need to create a role, but not sure what settings to change about the role under Access Rights by Role. Thanks in Advance.