Discussion Forums

Hi thereI have created a Payment Statement report for suppliers, having one supplier payment statement per page. So if there are 20 suplliers, there will be 20 pages each with their specific data.We would like these to be sent as a ‘bulk’ emial, but each supplier should only receive their own statement and not the whole report.Is there a way to set this up?Thank you.

Hi All, @Tim Rodman , I have setup a Multistep PO Approval where I cant get the second step to work. The first step is for two users to approve where I have used the “Collect All Approvals….” (Rule Actions\On Approval which works fine).  If the PO is < $15,000 then it need not go further and can be approved.The second Step is where I am having the issue.  I have read the documentation and applied the rules but am still having issues. Please see attached for setup.Any help appreciated.Cheers,Laura

Hello,I'm seeking a method to determine the remaining balance of an invoice as of a specific date in a generic inquiry. Consider the following scenario:Initial Invoice Amount (01/01/2024): $1,000.00 Payment Made (02/01/2024): $400.00 Payment Made (04/01/2024): $200.00 Payment Made (05/01/2024): $300.00 Current Balance: $100.00My goal is to find the balance of the invoice on a past date, such as $400.00 on (04/25/2024).While I can join the ARInvoice with the ARAdjust table and filter by the ARAdjust entries made before my specified date (04/25/2024) to calculate the total amount paid, this does not provide me with the balance. Unfortunately, the ARAdjust table lacks a field that reflects the document balance after each transaction. Thank you for your help!

I am attaching the basic GI I am trying to create which all it is doing is displaying the PMActivity information and then simply converting the PMActivity.TimeSpent from Minutes to Hours by dividing the minutes by 60.  HOWEVER, Acumatica is NOT calculating this correctly, as you can see from the screen shot below.  One of the returned rows calculates 28800 / 60 correctly to 480 hours. But the OTHER two returned rows are NOT calculating correctly at all.  Not even close.  29070 / 60 should = 485.5 hours.  And 31920 / 60 should = 532.  NEITHER of those are even close to Acumatica calculating them to be 421 and 439 hours respectively. Is this a major Acumatica bug?  Or is this simply something that Acumatica cannot do, and is there some way to simply have it perform this automatically?Here is the equation from the attached GI

Hi all, I am developing integration with Acumatica for a 3rd party WMS. Currently, I am using the REST API to get all of the documents and stock items.What are the advantages of using OData over using the REST API?I am specifically curious about performance.  Thanks

Is there a way to change a who the customer is on a sales order after the items have already been received? The field is not greyed out, but when I try to change it I get an error that says: If anyone has a solution to this please let me know.  Or if there is a way to Merge Customers, that would also work. 

Hi We have just started using the customer portal for customers to use the portal for ordering. In the catalogue we have a checkbox for “Show Available Items Only”. By default this box in unticked, hoping there is an easy way to change this default to ticked instead. Have tried adding a field in the customization screen for that screen 70.00.00 and selecting “Required” as “True” as I think I found in another discussion  but when when i try to publish it says below. is there an easy/easier way to do this ?  

Hi all,I have a client who uses the degree symbol (°) in the long description field of their inventory items, which is then exposed via the API to their website. When this data is converted to HTML, the degree symbol remains as ° rather than being encoded in HTML format (e.g., ° or °). Consequently, the website does not recognise it correctly. Please see below; HTML I would prefer not to go down the customisation path if possible and wondering if there is any workaround for this. The challenge with a customisation is that there might be other special characters we haven't identified yet, and continuously updating the customisation to handle ea

I’ve run into an issue where particular inventory records are being ommited from the GI results when I turn on group by ARTran.InventoryID:   Ungrouped: Grouped on ARTran.InventoryID I’ve attached a copy of the GI.

Hi All,Please note I need to find way to change customized field type int to decimal. Int type doesn’t allow to enter decimal values. I have tried by changing original attribute but it’s not saving either. 

I’m wondering how to create a GI that will list all warehouse locations that are empty so we know where to put away newly received goods. 

Hi Team,Is it possible to create a grid within the sales order details section of the form view without displaying it in the grid view?Please see the attached screenshot for reference.Please suggest.

I’m not able to access the Acumatica API, through Postman and also Power Automate Tried with both OAuth2.0 and Standard Authentication.I’ll paste the sample below - ++++++++++++++++++++++++++++++++++++++++curl --location 'http://23.19.244.91/AcumaticaERP/entity/Default/20.200.001/Customer?%24select=CustomerName&%24top=10'++++++++++++++++++++++++++++++++++++++++"message": "An error has occurred.",    "exceptionMessage": "Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding.",    "exceptionType": "PX.Data.PXDatabaseException""innerException": {            "message": "An error has occurred.",            "exceptionMessage": "The wait operation timed out",            "exceptionType": "System.ComponentModel.Win32Exception",            "stackTrace": null        }++++++++++++++++++++++++++++++++++++++++++I

Hello, according to the below guide, I fully understand it is not allowed in some way to delete the "audit history".https://help-2020r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=5ce60e66-6997-4aa1-8496-b1bb106c41cfAuditHistory: Contains information about the database size used for saving the audit history. To review the audit history, you use the Audit History (SM205530) form. You cannot delete the audit history, so we recommend that you turn on the field-level audit for no more than few forms. But it is really large and obsoleted in database.  Can we delete, like more than 1 years old data? and how.The data is really large and grows rapidly. If the data can not be cleaned, it would be time consuming if we like to back up a snapshot, it would take hours.

Hello!On the invoices form, only one sales account can be mentioned for one invoice line. And the journal transaction will get created based on that sales account. But we want to divide the sales amount and pass it for two sales accounts. For this we though of using the reclassification function but it needs to be automated based on the given parameters. Has anyone done something like this? Or are there any other options than reclassifying?Thank you!Amanda

Hi,I run the profit and loss statements under “Finance/ Financial Statements”. There is no account number show in the report. May I ask what is the way to show account number in the report? Thank you.Raymond  

We accidently withheld a 401K contribution who isn’t currently enrolled in it pre tax. How do we fix this??? HELP

I have a bit of a complex task given to me that I suspect is reliant on Parameters but I have no idea on how to go about having multiple date parameters existing at the same time without causing conflicts or maybe I am going about this wrong.So in the report as it currently exist there is only a start date and end date Parameter, what I need to do is get another field within the report that pulls the net sales for a month prior to the selected start date/end date and then the net sales from the previous fiscal year.the Net sales is pulled from ARTran.NetSale like this =sum([ARTran.NetSalesAmount]) 

On the system monitor screen,In the “Running Processes” tab we see reports, but not GIs that are launched.In “Requests in progress” tab we see GI queries, but there is no button/action to abort the query, That is taking longer time to execute .  

Hey guys, I am having an issue with a custom action I have written, I think, in accordance with the T190 training course.Below is the error I get:This is my code for the method & the action://method declarationprivate static void createQCCheck(AMBatch batch){ using (var ts = new PXTransactionScope()) { var qCEntry = PXGraph.CreateInstance<GCQualityControlEntry>(); QualityControl doc = new QualityControl() { }; // AMMTran batch = new AMMTran(); doc = qCEntry.QCCheck.Insert(doc); doc.BatchNbr = batch.BatNbr; doc.Date = batch.TranDate; qCEntry.QCCheck.Update(doc); var batchEntry = PXGraph.CreateInstance<MoveEntry&gt

Hello,The column name shown in the image above is row 2 in the EXCEL file.  Row 1 is the column headers.  I have copied and pasted values into a new spreadsheet etc. trying to get past this.  Seems to be an EXCEL thing but I cannot find how to get past this.

I’ve created a report that groups Inventory Items so that I can sum Qty Produced for each item over a given time frame. The goal is to have a column for Inventory ID/Description, a Qty Produced Goal Column, and an Over and Under Column for the sum/difference where an item was over or underproduced where even if the item has not been produced, it would still show on the report. For instance, no CHOC400 had been produced, it would still appear on the report, where:Goal = 700Qty Produced = 0 Under: -2060Instead the report is only showing if the item has been produced. So, for example, an inventory ID, CHOC400 which has not been produced this month, isn’t showing at all. How can I fix this? I’ve attached a copy of the .rpx version of the report that’s saved as .doc so I could upload it.  

Hallo,und zwar ist uns aufgefallen, dass wenn ich einen Haupt Produktionsauftrag AM201500 habe, und bei diesem dann die Aktion “Aufträge für Unterbaugruppen generieren” ausführe, dass dann die Unteraufträge erstmal richtig Terminiert werden, gegen Unendliche Planung.Wenn ich jetzt jedoch “Produktiosaufträge Grobplanung” AM501000 verwende und z. B. den Hauptauftrag nach vorne verschiebe, vom Termin her, und dann den Hauptauftrag und alle dazugehörigen Unteraufträge (sind in Referenzen miteinander verknüpft) zusammen neu einplane gegen endliche Kapazität. Dann werden die Unteraufträge nicht wie erwartet richtig vor den Hauptauftrag Terminiert, sondern alle werden als eigenständige Produktionsaufträge behandelt und Nicht zusammengehörig eingeplant.Gibt es hier also eine Möglichkeit zusammengehörige Haupt und Unteraufträge ordentlich zu Terminieren?

ISSUE: Logged time from Service Appointments transferred to the employee time card is always not checked as “Billable”, so we manually have to check each line in order for it to be calculated correctly.POSITIVE POINT: Any logs coming from projects are automatically checked as billable. As you can see below, all items coming from appointments are unchecked. Those that have projects involved are checked.If I go into the Earning Type Codes, I can set the default coming from projects to be ‘Billable’, which is great! QUESTION: How can I do this for any logs coming from Service Appointments? Any ideas?Thanks in advance.

Is there a process to copy Access Roles between Tenants or sites?Thanks.