Discussion Forums

Hi all, I’m trying to summarize two columns from two different tables, but the GI is counting summing by the total number of rows in each of my many side tables. Is this something doable in a GI or should this be more of a report? Thanks in advanced!  

Is there a way to use Replenishment for ordering purchased products but filter the Quantity On Demand to show quantities on a SO with a Requested On Date less than a specific range?  For example, if we have a SO that the customer won’t need to product for 3 months, so the Requested On Date is 12/1.  We don’t want that quantity to be included in the Qty on Demand until it is needed to order, based on the lead time for the vendor.  I understand MRP looks at Requested On Date, but I wonder if Replenishment has that same capability.  Thanks

We work with construction companies that work on projects for Insurance claims. In these cases, part of the project is paid by the insurance company and part of the project is paid by the homeowner. Do you have any suggestion on how to manage this type of situation in Acumatica, where we need to invoice 2 different customers on the same project.Thank you

When using blank check stock with a stub, stub, check format I currently get skipped check numbers when the remittance needs to print to a second page, in our case 17 or more. While this behavior makes sense with preprinted check stock, when I need to void a check because I’m using the second piece of paper only as continued remittance advice it doesn’t make sense with blank check stock. In theory each instance of a printed check could absolutely be an increment of 1 from the previous check number. How can I get a page break in my remittance after x number of rows but still have my non voided check numbers be incremented in steps of 1. I am NOT interested in using a separate remittance advice on a separate piece of paper.  

When we refund Sales tax or a Freight only (no products) in Shopify it creates an RC Sales order and put those refunds in the appropriate places, freight or sales tax.  However with no line items the Sales Order cannot create an Invoice.  If a CM Order type is used, it does activate the Create Invoice button, but then gives the error that no AR Transactions were found in the system.  However this isn’t exactly true because it will should create ARTran lines for Freight and Sales Tax Payables.Current work around is to add a line with a quantity of 1 and 0 Price.  I can create a business event to do this as well, but it’d be nice if it can be handled by the ECommerce connector instead. What other work arounds or fixes do you have?

Hello, we have a prospect that loves Acumatica - except that the fixed assets system does not have the ability to perform a fixed asset inventory using scanning devices. I saw a 5 year old post in the community regarding this and I was hoping that someone has recently run into a third party or customization that allows for Fixed Asset inventories to be processing with a mobile device

Hello Community!I'm curious about the customizability of the "Recently Visited" tiles on the mobile application's homepage and to what extent they can be customized.For the tile labeled "Appointment," I would like to display an additional field - the customer's name - alongside the existing appointment number (refer to the attached image).Has anyone managed to customize these tiles before? What was your project like? Could you guide me to the correct section in the Customization Project Editor? Your feedback would be highly valued!

Hello all,We are a general contractor about to go live with Acumatica soon and I was wondering how people are handling revenue and cost recognition and accrual at the end of the period. Our current process for cost is issue POs/Commitments and “receive” them (even though there is no stock).  These receipts are three-way matched to AP bill.  We then accrue open receipts and the end of period and reverse the accrual automatically. The incurred cost is AP bill + Open Receipt.  Our current ERP lets us receive stuff without managing inventory.  Then the process for revenue is to calculate Earned Revenue as (actual incurred expense/budgeted expense * budgeted revenue).  We accrue (Earned Revenue - Billed Revenue) and reverse automatically, either as Revenue or Billings in Excess of Revenue.  This process is in-line with GAAP and is approved by our auditors.The above is mostly done via manual entries except accruing open receipts.We are trying to figure how to implement this in Acumatica.  It

I have created a custom screen with two tabs. But its appearance is different. and Details tab did not show the rows. I tried few times by creating the whole screen again. But end up same result.Following is my aspx page <%@ Page Language="C#" MasterPageFile="~/MasterPages/FormDetail.master" AutoEventWireup="true" ValidateRequest="false" CodeFile="MR300000.aspx.cs" Inherits="Page_MR300000" Title="Untitled Page" %><%@ MasterType VirtualPath="~/MasterPages/FormDetail.master" %><asp:Content ID="cont1" ContentPlaceHolderID="phDS" Runat="Server"> <px:PXDataSource ID="ds" runat="server" Visible="True" Width="100%" TypeName="MRN_Cust_V01.MRMaterialRequestNoteEntry" PrimaryView="MaterialRequestView" > <CallbackCommands> </CallbackCommands> </px:PXDataSource></asp:Content><asp:Content ID="cont2" ContentPlaceHolderID="phF" Runat="Server"> <px:PXFormView ID="form" runat="server" DataSourceID="ds" DataMember="MaterialR

Hello all,i have been trying to create a join between PMProject & PMRevenueBudget tables but not able to do so. Can anyone guide me out in establishing join between these 2 tables? Tried it via PMProjectRevenueTotal, PMTask but didn’t get the required results.

Is there a setting to allow using the same lot number for an item for multiple production orders?  I have a client that tracks the lot number of the component.  They usually create several orders to consume the component, but can’t use the same lot number across multiple production orders.  

Hi All,Wanted to get some opinions on the Manufacturing Data Collection module. What is your experience with it? Has it helped your operation? Is it worth getting? Would love to hear some scenarios where it helped.I was fond of the ‘Scan Material’ and ‘Scan Move’ functions, I definitely see that helping the team with minimizing manual data entry and all. Thank you!

Hi Team, I want to create approval process screen for Equipment and facing difficulties that EPEquipment Standard PrimaryDAC not implemented with IAssign interface. I am getting following error error CS0311: The type 'PX.Objects.EP.EPEquipment' cannot be used as type parameter 'SourceAssign' in the generic type or method 'EPApprovalAutomation<SourceAssign, Approved, Rejected, Hold, SetupApproval>'. There is no implicit reference conversion from 'PX.Objects.EP.EPEquipment' to 'PX.Data.EP.IAssign'. Regards,Sakthi

Hi there,I have a question: why is the customer inactive but still able to be looked up and selected in the request screen, while in the sales order screen, it does not appear in the lookup table? 

Hi Team,Currently, there is no Search function is available for the Work Group TreeView selector in Acumatica.Could you please help me, how we can configure the search function to the tree selector as highlighted below. Regards,Ramya

Hi,I have a small customisation to populate a few custom fields on PO505000 that works but I have a question on whether this is the most efficient way to achieve the outcome (from a database perspective).The custom fields are highlighted below:  Trans Desc is the TransDesc field from SOLineDescription and Reference are the OrderDesc and CustomerRefNbr fields from SOOrder The code in place to achieve this is shown below: My question is this:After the Unwrap statements on lines 41 and 42, the soOrder and SoLine objects are populated with sum data but no others.  How is this controlled?At line 43 the 3 fields I’m wanting to source are null.  So, as a work around I am explicitly querying the database to retrieve all the SOLine and SOOrder.  This results in a lot of additional queries, and this is what I’m looking to avoid.The DAC extension I’m using is:  Thanks in advance for any advice,John  

Hi,  How do I map Ship Via to the correct carrier in Shopify, i.e. I ship something with Estes trucking, I want Shopify to recognize the carrier. 

When I am running a local instance of my Acumatica site I am unable to view my ‘Trace’ log. When clicking Tools → Trace… I get the following blank screen :   I have the ‘ProfilerMonitorThreads’ key set to True in my web.config file which was previously needed for allowing access to the Trace page but now I am unable to access that page at all.

I would have sworn there was a preference setting to cause the update IN transaction automatically occur when you enter a shipment.However, I cannot find it now.Can anyone point me to the correct preference setting?We don’t want to hit the “update IN” button every time we ship as it will certainly be forgotten at times.Thanks!

Hi all,I’m a little confused about why template item variants are not configurable at the item level. Take, for example 2 shirts made by different manufacturers. Yes, the sizes will probably be the same (S, M, L), but the colors may be wildly different. So far as I can tell, I’m left with 3 options.Have a single COLOR attribute and add every color for every shirt we encounter. Create an item class for every distinct set of colors. Create an attribute for every distinct set of colors and add all of those attributes to a single SHIRTS item class.I don’t like any of these as it seems like it’ll lead to a lot of clutter on the screens. Are there alternative solutions here? Ideally, I’d be able to decide at the item level which attributes to include with the item but alas...

Our company (construction) is thinking about getting Velixo and there are a couple key things that Velixo could help us with, but wanted to hear what other things Acumatica users like to use Velixo for! 

Greetings Acuamtica Community,I am on 2024 R1 version . I do not have the WMS module as my business doese not require all the bells and whisltes. I am looking for a 3rd party, hand held scanners to work with Acumatica to perform simply tasks, issue material of production orders/ sales orders , transfers between locations, receipts. Can anyone recemmend anyone other than FUSION ? Does anyone have experience with Team Viewer?     

Hello,I am trying to pull the “CuryRevisedAmount” field into the PM632000 report. I added the PMRevenueBudget table in Schema Builder and now it duplicates lines. I cannot confirm this, but it appears that when the billing rule is TE, it duplicates the task and adds the “CuryRevisedAmount” data from the Cost Budget on one line, and from the Revenue Budget on the duplicate line. I am only after the revenue side. Any ideas? Thanks!

Acumatica has released an option on how to search which can be configured in Site Preference. We are trying to look for a way to change the search method locally. For example, the setup above would change how we search everywhere in Acumatica. I was wondering if we can change the way we search only for inventory items when creating Sales Order with “Contains” which override the existing setup to search “Starts with”. Thanks a lot in advance.