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Hi, There is a requirement need to issue Inventory items for appropriate projects.But there are few resistance we faced and the following steps we mention what our requirement should be.(01). Create a Project with Track by Project Quantity and cost. (02). Under the Cost budget tab we have created a Task and cost codes. (03). Created a PO with appropriate Project. Mentioned Project, Project Task, Cost code.This PO is not showing committed Column as well. We did not attach the projects to Locations in Initial configuration. (04). Enter Receipt to Warehouse Location.User practice is need to Receipt to Head office and then Transfer to Project Locations.Ex. As mention example, we receipt to Head office Location. Qty = 50Unit Cost = 100 Then User need to Transfer to Site Location. Ex: We Transfer to Site Location as follows. Now User need to Issue the Items, Appropriate Exact Cost Codes.Ex. They need to Transfer this to Different Task and Cost Cods. Because The people who Creating the
Hi All, I have select wrong fixed asset in convert purchase to asset. How can I reverse it? I try to create FA Transaction with transaction type purchase + with negative amount, and it FA Accrual is on debit and asset is on credit (batch nbr FA000155), the asset balance is deducted but it showing error on fixed asset reconciliation tab “The current cost of the 00000026 fixed asset and its unreconciled amount must have the same sign.” and in the convert purchase to asset is not showing the journal of batch nbr FA000155).fa adjustment purchase + with negative amounterror info reconciliationgl journal from fa adjustment convert purchase to asset not showing the FA000155 journal Regards,Sergius Ketaren
I have two variables (_approvalBase & _approvalLast) both of the same type but they should be keeping different values. But when I assign value to one, another one changes too. Why?dialogData = RoutingPanelDialogData.Current;EPApproval _approvalBase = SetApproval(Base, approvalBase, dialogData, EPStatuses.Approved, PXDBOperation.Update);EPApproval _approvalLast = SetApproval(Base, approvalLast, dialogData, EPStatuses.Skipped, PXDBOperation.Insert);
There are only 2 choices to show available for the web store. My client would prefer that negative available is ignored and factored into the calculations. In the example below, they want to see 10.This is an example I set up and tested with the store setting for Availability Mode for Available and Available for Shipping.When set to Available the store shows a qty of 8 When set to Available for Shipping it shows 20 If I allocate the sales order for the 10 pieces it changes to either 8 or 10. Generally, we do not set the sales orders to allocate because it ties up inventory you could use for orders with earlier ship dates. Unfortunately, there is no way to allocate orders based on date.
I may have missed how to do this. What I would like to be able to do is have a setting or popup when the Import Scenario is run to be able to be used as part of the import. For example, we currently have a situation where they would like to set the date on incoming AR invoices versus using a date from the data from the other system.Is there a way to accomplish this?THANK YOU!Jim
Hi, I am trying to make API calls with O Auth 2 Authentication but facing some issues, previously I used Authentication based on Cookie. So I followed the steps to create an O Auth 2 connection, create a client id, client secret with O Auth 2 Flow as ‘Resource Owner Password Credentials. The Bearer token is getting generated when I hit this access token URL “/identity/connect/token”. The issue is whenever I make an API call with the generated token I get a 200 response with No data (image attached). First I got a response something like this :<script> window.open("/Main","_top");</script>So I passed the Accept and Content-Type in the header and then started getting an empty response. (Note: A bulk import is happening from Acumatica using APIs, so is this because of API usage limits? I am not sure about this)I'm new to this system and wonder if I'm missing something. Thanks
Hi, Does anyone have a generic inquiry I can use to calculate Paid to Date (with ability to view a range of time)?I have been attempting to calculate Paid to Date for our Billings Cost Recap. I can use the Invoices and memos to calculate a “real time” paid to date (doc amount - Balance = Amount Paid to Invoice). To get this in a date specific manor, I am attempting to use ARRegister & ARAdjust to be able to link the payment amounts to specific projects BY PERIOD. I have not been successful and would appreciate guidance to producing a paid to date that can be used for historical periods. The amounts must be Project specific. *I am surprised that Paid To Date is NOT an “out of box” report for the Construction edition. * Please reach out with any questions if you need more information to advise.
Hey all, We are seeing an issue in 2021 R1 where if an order comes in with a future date, it messes up the sort order on the Allocation Details screen. Because the sort doesn’t take into account the date, it just sorts by order number and so you have 3 orders together in the list but the middle one has a date 3 months in the future so users are accidentally printing pick lists for orders that don’t need to be filled. The way that Acumatica returns the filterable ResultRecords dataset, it re-populates the list every time a filter is selected. Trouble is that the CalculateResultRecords that it uses to filter the Result Records is protected. I have tried overriding the ResultsRecords sort but it doesn’t get applied. Can anyone help me figure out what is the right way to override the sort on this?
I am trying to expand the Inventory Valuation Acumatica report to offer Inventory Valuation by Storage Location. I have made a copy of the report and the information I need appears to be located in the INLocationStatus table but I am having troubles with the join. Has anybody created such a report? I am wondering if my path is possible or if I need to refactor the report?Thanks for any help you can offer!
About: We would like to gather your feedback regarding our credit card authorization and re-authorization process. This is important for commerce and distribution companies which process special orders or take orders with a long lead time before the order is shipped.In this focus group we will:Providing a short demo of credit card authorizations and how it works today Discuss how to manage expiring authorizationsAudience: Customers and partners who need this feature or have knowledge of workflows and how it can be delivered.Date/Time: Dec 16 @ 8:00 a.m. PDT / 11:00 a.m. EDTRegistration: https://webinar.ringcentral.com/webinar/register/WN_ExcQopQXSO6qE_bAsksWQg
I need to programmatically tie an email to a Case. The code I have makes some kind of association, because the email will display in the Case activities. However, the email ‘Related Entity’ field remains blank. Here’s my code:Base.CurrentMessage.SetValueExt<CRSMEmail.refNoteID>(email, taxCase.NoteID);email = Base.CurrentMessage.Update(email);Base.Actions.PressSave();In the database, the field is being correctly set, but the UI does not reflect the change.
Some financial reports in Acumatica use the COA order value in the chart of account for sorting. One of this is the Trial balance summary and detail reports. Do you know where I can modify it? I have Expenses and Revenue accounts with COA Order 3 so revenue accounts print after expenses. This because having the same COA order and Expense alphabetically before Revenue.
Hello I am working with Acumatica Version: 20.213.0026. Every time I publish any customization, it takes forever to complete the process, it keeps on loading for more that 30-40 minutes. Regardless how loaded the customizations are, it shouldn’t take this long.Action after this:For local instance, I have to restart the service in IIS.For live environment: Create a ticket and let Acumatica support to forcefully stop and restart the service.(Happened twice on live and site was down for more than an 40-60 minutes.)I am not sure If anyone else encountered with similar issues and have a possible solution that I can try.I have already generated a ticket and support is looking into this issue.Any advice will be appreciated!Thanks
Running version Build 21.115.0017.I looked at vendor which indicated that I was the last one to make the change via the Audit History… screen menu option.My co-worker logged on and looked at the same vendor and looked at the Audit History and it showed that they made the last change at the same time.Then we looked at the same customer record with the same results. His view of Audit History showed that he made the last change and my view of Audit History showed that I made the last change.Has anyone else seen this?(note that the user timezone has not been set so the difference in the times are due to timezones)
Hi guys,I was trying to generate a report to see our employees’ time spent on projects. There are two reports that I tried. Using “employee hours”, I got the right information as below:And then when I tried “employee hours by project and task”, there’s nothing. Could someone please tell me what’s the problem? Thanks!
I am printing the notes of a sales order quotation at the end of the totals. I have put it into it’s own group footer as follows: And the settings of the group footer are as follows: And the properties of the text box are as follows: I’m expecting this note to print only once, over two pages (not on each page). But this is the result: Can you see how the note cuts off? It is two lines. Then it prints again on the next page: Also not both lines.Please help with the correct settings so that one line of this note prints on page one and the second line prints on page two :-)
I have a method which is called after Acumatica original method is invoked. I know Acumatica’s base method when invoked, updates an existing record, creates another record with ifferent status and saves the changes. What I’m doing is to run some additional validations and if validations passed then allow to Acumatica’s base method be completed. To make this happen, I have enveloped everything into a TransactionScope. At the end either the whole process will be commited or rejected. I have put partial my code below. My problem is when I run the code outside the PXTransactionScope I can access both updated and inserted record and modify but when it is run inside the TransactionScope as they are not saved to DB after Acumatica’s base nmethod is invoked i can not access them and modify. I need this to happen inside a TS. I tried to access the Cache to see if the inserted and updated records are in Cache (Base.DACView.Cache.Cached) but I do not see the modification is passed to Cach either.
The way credit terms with a cash dicsount works in Acumatica is that if customer pays within the fixed amount of days set they get a cash discount when a payment is enetred.Is there a way that if they pay with a specific payment method (in my example CC) that the cash discount should not apply?I know i can manually override the ‘cash discount taken’ field on the item line to 0, but im looking to see if there is a way in Acumatica to have it done automatically.
I have enabled field level auditing.In the Audit screen, I selected the following:When I change the name of a vendor and save it (changed name to eQ Bank Test)then click Tools - Audit History, there are no changes shown:It looks like I’ve done everything correctly.I’ve tried this in multiple installations of Acumatica on different versions but no luck.~Joe
How to define an inventory account for a non-stock labor item (problem with releasing employee time card)
Hi guys,When I tried to release an employee time card, the system raised an error as below (INV0000006 is the labor item assigned to this employee):But then I checked INV0000006 in non-stock items (IN2020PL), I couldn’t find anywhere to define the inventory account. Could anyone please help me with it? Thanks!
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