Discussion Forums

Situation: sales order was changed to Credit Hold status when the SO was taken off hold. A user clicked the REMOVE CREDIT HOLD button and the order is now open.It appears there is no way to put that SO back on credit hold. If the order is put back on regular HOLD and then taken off hold. It does not go back through the credit checks, it just opens the SO.Is this how it’s supposed to function?How do I get the order back on credit hold?Thank you!

Hello all,I have setup a successful UPS integration, defined the ship via codes with no costs & just the packages.and the shipping terms so as to calculate the freight price.But still upon creation of the shipment, the freight cost is getting calculated which should not happenHow can I let the system to not calculate the Freight cost?Thanks.

Is there a way to only update the metrics in the Dashboard manually? I want the data to remain the same until I refresh it again at the end of the week, but the once a week refresh isn’t working, (set it to refresh once a week last Friday and it has already refreshed twice today.)

Has anyone encountered a customer request like this, and is it something Acumatica can support? The customer is asking for all invoices from the statement period to be sent attached along with the AR statement. Please share your experience.

Hello all!We recently upgraded to Acumatica 2023 R2 Update 13 (Build 23.213.0015) and have noticed a slight change in the data type of the Currency Rate field located in screens such as Funds Transfers and Bills and Adjustments. At the moment, it appears the Currency Rate is rounding up if we try to manually adjust the SPOT type. This causes a number of issues for us, as some of our accounts that may be labeled USD or CAD will sometimes be transferring EUR, and we need to change the SPOT rate for those specific use cases, which is why we can’t simply set the currency rate and rely on the value that auto fills.The issue arises where, we add a value with 8 decimal places, but the value rounds up to 3 decimal places instead, which creates massive issues for our final RGOL value. Where the field is located Setting the value to an 8 decimal place value Auto rounding after clicking “OK” I’ve checked the SQL table, and it appears the data type for this field is set to Decimal(19, 8), so I ass

Am i wrong why it is not working I would like to include the details of the TIN in my report by retrieving the CustomerMaster.ParentBAccountID and fetching the data for the customer where it matches the Customer.AcctCD. Is this possible?

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I’m trying to setup a GI that would allow me to update an inventory item’s Default Vendor through mass actions - however, because this is set at the Vendor ID/Location level, I believe I’m having trouble.Neither the Stock Items screen and Vendor Inventory screen allow me to  Is there an entry screen where I can assign the PreferredVendorID & PreferredVendorLocationID as the item default?  If not, is there another way to update an already assigned vendor on the stock item as the default vendor?  

Hi,Our company has many “purchasing contracts” with customers that renew on an annual basis that cover an approved total $ amount. This allows our customers to allocate funds within their annual budgets for us. Over the course of the year, we create orders and reference the above “purchasing contracts”. We generally refer to them as Blanket PO’s.Is there a way for us to utilize the BL order type to create a BL order for the total $ amount, but no specific item or qty???We would then create child orders against this BL that would give us visibility into how much money our customers still need to spend before the order expires. Any help is appreciated. P.S. - We current;y don’t have contract functionality in our system in case that is anyone’s suggestion. 

Hi, is it possible to overlap logo’s in Report Designer.  So I have a large company logo and the client wants the smaller accreditation to sit on top of the Company Logo.  Is this possible? Regards,Laura

I’m in the Report Designer. I have a barcode. How do I integrate the value of the barcode into the barcode as shown below. It doesn’t have to be nested into the code as shown below, underneath is fine too.My issue is that barcodes are variable in length and they completely ignore text alignment, so I can’t center the Item Number (my value) under the barcode. The barcode is always left justified making for some very ugly labels. Thanks!

Hello Community! I am trying to find a way to make the Description field on the GL Batch screen editable once it has been Posted/Released. I followed the instructions from this blog here but not sure what I missed because it isn’t working. Wondering if there is a way you can tell by looking at my screenshot below?https://asiablog.acumatica.com/2021/10/enable-customization-fields-when-document-is-completed.html  

Good day.I am having the strangest thing happening.  I have 7K work centers to update.  I am testing the attached import scenario.  I ran the below together; One was perfect.  The other only partly updated and missed a work center.Attached is the XML.  What could be wrong.  I tried to add a line number; that screwed up everything with updating the wrong Work center.Any thoughts.Thank you.Evan  

I have a Customer with Auto-Apply Payments selected on the Customers screen.I entered a new Invoice and a new Payment into the system, separately.On the Auto Apply Payments screen, I have the Customer's Statement Cycle ID selected.I click Process, but nothing changes on the Invoice or Payments screen (the payment is not applied). After clicking process on Auto Apply Payments, Invoice still shows a balance:And no Invoices were added to the Application History tab on the Payment: 

HI, I have set up allocation and billing rules based on the attached document to process project billing from field service appointments.However, when we run billing from the appointments, the system is not marking stock items as billable. As a result, these stock items are not being billed in the AR invoice when we execute the project billing    I've attached a document on the field service management demo script, which includes the setup process and a detailed transaction process between pages 58 and 95.Can someone please review and let me know why the stock item is not being marked as billable in the project transaction. Thanks.  

HelloAs I commented in other post I get this error while I’m trying to import my file. I don’t know how to fix it. Any idea?Thank you.  

Hello.Back in May, I was having issues getting the 4.1 REST API code to actually be able to log into my Acumatica Instance.Dmitrii provided me with a link to the 5.1.2-beta version and it worked like a charm.  I’ve been coding with it ever since and moving forward.Fast forward to today - I am trying to add code to the library to pass back more detailed error messages from the API, and the place I would normally do that is in the function VerifyResponse that is found in a source file named EntityAPI_Implementation.cs - however this file does not exist in the 5.1.2-beta code I have, so I cannot update it to pass back extended error info.Is there a replacement in the beta version for that function in that file?  

I am attempting to, via import scenario, create template items and create all their matrix items. I need to create hundreds if not thousands of template items. When assigning attributes to Item Classes and then assigning those item classes to the Template, all attributes are set as “Active” for that template item by default when creating the item. I want to set the checkbox in the header of that column to FALSE so that it ideally unchecks all attributes and then allows me to go set the appropriate attributes to TRUE again through import scenario.Attributes from Template ItemHow can I set the header column checkbox to FALSE and thus uncheck all attributes via import scenario. I don’t want to create 100s if not thousands of item classes just to use with the appropriate attributes. Some attributes in an item class don’t apply to all template items so I need to pick and choose which attributes apply to which template items. 

Is there a way to set up a maximum production amount for a single production order?Example:We have a custom seed mix that we make in house. Our mixer can hold up to 450 pounds total. I want to be able to limit a single production order to 450 pounds or less being made.Thanks!

Hello All,I have a very simple list grid with one DAC is assigned to it. The DAC only has one Key Field and it is correctly defined. My data loads correctly without any error. The Row Selected event is fired when initially page is loaded. The problem I am facting is that the RowSelected event is not fired when I chnge row. below is the page.<%@ Page Language="C#" MasterPageFile="~/MasterPages/ListView.master" AutoEventWireup="true" ValidateRequest="false" CodeFile="HC3080DB.aspx.cs" Inherits="Page_HC3080DB" Title="Untitled Page" %><%@ MasterType VirtualPath="~/MasterPages/ListView.master" %><asp:Content ID="cont1" ContentPlaceHolderID="phDS" Runat="Server"> <px:PXDataSource ID="ds" runat="server" Visible="True" Width="100%" TypeName="HCL.Custom.Stockmeister.HCLEPEmployeeTrainingMaint" PrimaryView="EmployeeTraining"> <CallbackCommands> <px:PXDSCallbackCommand Name="Save" CommitChanges="True" /> </CallbackCommands> </px:PXDataSour

I’m trying to get all inventory movements through a purchases accrual account in an inquiry. I can get the APTran joined nicely. I have about HALF of my INTran records showing as expected.The issue I have is that I “think” I need to use Line Number, but the Line Number on INTran is 1, but in the GLTran it’s 2 for a record (Purchases Accrual comes in as the 2nd line, the 1st line is the offsetting account). Without the Line Number, I’m concernced that a transaction could have two rows with the same Item and Account ID, thus creating duplicate entries. The DAC Browser doesn’t have anything regarding these two tables that I can find (hopefully those get more flushed out as we go along). Joins between GLTran and INTranThanks for looking/helping everyone!

Hi, We are trying to set up email configuration on one of the UAT instances. We have configured the external application and tested the email function on the TEST environment, where it is working as expected. However, we are encountering an OAuth connection failure on the UAT instance, which states: 'The provided anti-forgery token was meant for admin@RTU TEST, not admin@RTU UAT.'  The provided anti-forgery token was meant for user "admin@RTU TEST", but the current user is "admin@RTU UAT".    at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args)   at System.Web.Helpers.AntiXsrf.TokenValidator.ValidateTokens(HttpContextBase httpContext, IIdentity identity, AntiForgeryToken sessionToken, AntiForgeryToken fieldToken)   at System.Web.Helpers.AntiXsrf.AntiForgeryWorker.Validate(HttpContextBase httpContext, String cookieToken, String formToken)   at PX.Web.UI.PXPage.OnPage_PreLoad(Object sender, EventArgs e)   at System.EventHandle

I’m trying to prepare GI similar to the AP Register Detailed report. I tried copying the same relations as defined in the report designer for the GI but the results are not as expected. the date filter does not work well. I would really appreciate help on this one.

I was wondering if anyone has access to the business logic behind this button :-) as not all PO’s are displayed.I’m guessing, but need confirmation - it’s only PO's that have not yet been receipted, and I’m also guessing that there is some date logic behind it?  Like the date of the PO cannot be earlier than the date of the SO maybe?  The help file on this does not explain these rules and it would be helpful for it to be added there too!

We have a client with three main companies.  Each company has it’s own logo.  The logo’s are set up in each Companies profile.  However, on the printed AR invoice the logo is the same.How do you set this up so that when an invoice is printed for a company, that companies logo is displayed?