Discussion Forums

HI Acumatica users-Help!I would like to “explode” a Bill of material against a Parent (FG) quantity.    I have not found a way to do this- other requirements to run it through MRP.   My company uses contract manufacturers,   and we need to create scenarios on lower-level components. In Most ERPs systems this is a very basic function-so I am not sure what I am missing 

I know there is not a way to bill an appointment for a minimum set time of 15 minutes. For example if a technician completes a job in 8 minutes, system should set a minimum to 15 minutes unless manual intervention is done. Is it something under future product enhancement consideration?

Our IT wants to know which server port is used for file synchronization with shared folder method. Does anyone know?  

Hi there is there any ways to set default quantity to one when ever user input for details section in any module such as AP, AR, CB, GL. Because our daily transactions always involve 1 quantity (sometimes more than 1, but still user can override even there’s available setting default to 1. Thank you

I am trying to add a parameter that would let me choose a financial period range to a generic inquiry I created that pulls cost and revenue data from a projects. It’s basically a modifed WIP report but in a format I can download into excel. These are the tables that I currently have on the report:I can’t figure out how to link the table with the FinPeriodID to the project so I can set a parameter to run the report for a specific Fin period range.

IntroductionShopify provides Restock item option(as shown in the screenshot 1) when Refund is performed. When this is checked, it means that the returned items goes back to inventory.By default, the Restock item option is checked by Shopify. In some scenarios, the seller advises the buyer to keep the product or discard and not ship back the product because those are not resellable, return cost is higher etc.,In those cases, buyer would like to uncheck the Restock item option when refunding so that the item does not go inventory. ScenariosScenario Recommendation Buyer wants the seller to ship back the item that is returned. Check Restock item option Buyer while processing the refund, not sure what to do with Restock item option. Check Restock item option Buyer cannot resell the returned item so do not want the item to be shipped back.  Check Restock item option and put this item in the garbage location in Acumatica based on the reason code for accounting purpose. The corre

Hello, We have two Automation schedules for a custom Delinquency Process. Our first Process is a customer Block stage and the second is a Customer Warning stage.We want to schedule these to run nightly and the 2nd process should only start after the 1st automation schedule completesWhat is the best way to accomplish this without combining them to one?  

We have a custom GI which is showing this message in the status bar:Same query exists in two tenants but only one of them (the one with more data) shows the message.

We are designing a new form where by we need to have a FROM: and a TO: using the first of the current year and the last of current year for the period. We would like to use @YearStart, and @YearEnd but are not quite sure where and how to code it in the Report Designer, or if parameters need to be stated first in the Schema. Most, if not all, of our reports have a date already associated with the type of report needed, but in this case, none of that is present. The initial form will be a “blanket” form just to get started. My code in the groupHeaderSection1: I have one text box: [=’FROM:’ + [@DateFrom]], another text box: [=’TO:’ + [@DateTo]]. but these are not showing up on the report in preview at all. My Parameter Schema has DateFrom as Name, Data Type Date Time, Prompt: Start Date, Default Value @YearStart, Visible, Required, and the DateTo has its’ appropriate parameters set up also basically the same way.

Good day,I am developing a customization to make the selection of a Contact field required on both the Opportunity and Quote.  I know how to make the field required using the customizations.  However, I am concerned on how it could affect the workflow. Adding quotes, processing, action areas, etc.For example; Opportunity/Quotes.  Are their any issues or problems that could arise.  Management wants sales reps to have contacts on all their opportunities and quotes.  We also have an Approval process for large quotes. Since the documents are interconnected,  Should the customization be separate or together? I don’t want to slow down the Sales process; however it does present some issues with sales Approval process? issues Actions being affected; Convert to Order, etc.Does anyone have a better suggestion?  Or a better way to go?Thank you.

Is there a way to change the default project once the service order has been created? Sometimes the wrong project is selected and we need to update it for billing. Acumatica doesn’t seem to allow you to make any changes to the project once you have saved the service order.

Hello,I have a custom report to print a lable.  The physical label is being printed on a label printer.  The label is 4” wide by 6” tall.  I want to print the label landscape as the items on the label are wider than they are tall.I was hoping setting it to 4” wide and Landscape would accomplish this.  However, it does not. If I select portrait when printing, it prints the label information at the top of the label and does not turn the items 90 degrees to be properly aligned on the label.  Items are squished and use about half the physical label.If I select Landscape when printing, it does turn the items 90 degrees as desired, but does not expand out to use the entire label, it squishes it use about half of the physical label.  

I'm encountering an issue with the IMPORT SCENARIO feature in Acumatica where a hardcoded value (e.g., =CBool('false')) works correctly, but a formula (e.g., IIf( PMProject.IsCompleted = true, CBool('false'), CBool('true'))) fails to insert the record into the target object.Details:The import scenario is based on a generic inquiry resultset. The GI is based on a join between two objects (INLocation and PMProject). The target object is the warehouse summary and I am inserting records to the Locations → Location Table.Formula:IIf( PMProject.IsCompleted = true, CBool('false'), CBool('true'))Question:Has anyone else encountered this issue? If so, what was the solution? Are there any specific considerations or limitations when using formulas in IMPORT SCENARIO?

We recently came across an error when working in the Orders module. We have a Pop-Up note active for Customer A. When we create an SO order for Customer A, the Pop-Up note appears, passing along vital information. We also have a Pop-Up note configured for an Inventory ID - #5000.When Customer A is purchasing Inventory ID #5000, it attempts to pull up and show both Pop-Up notes simultaneously. This is giving an “error”, which keeps the user from viewing either note. Is there a way to have both notes show?The scenario more specifically this occurs with, is when you are converting a Quote to an SO using the “Copy Order” button. 

Why do Employees show as "the user is not active" but the Active check box is selected? How do I correct this?   

I realyl appreciate for any explanation in detail for this question. May i know what is the main function of the branch that we select on summary when doing data entry for Journal Transactions, where it will affect ? on the report part ? the rest i know like approval it may go the workgoup which assign to that branch, but for other purposes of selecting branch ? my concern was on reporting part. if anybody can explain in detail on other part also i appreciated very much.I mean as per below screenshot, Branch section . 

We just noticed our salespersons can change the customer credit limit and the amount of a customer bill that can be written off.  The salepsersons are not admins.  What security rights can I change so salepersons cannot do these two things?

I need to clarify a few points regarding the modification of an existing Bill:Is it possible to update the VendorRef field in an existing Bill? Is it possible to update the ‘Approved for payment’ checkbox in the Financials tab of an existing Bill? Can we change the status of an existing Bill via a REST request? The initial status may vary; what restrictions could there be ?

I have a question why it is not displaying the data of RefNBR

i am able to create check before one month but now i cant able to create checki have posted this data {"CuryOrigDocAmt":{"value":0},"CashAccount":{"value":"10060"},"Type":{"value":"Check"},"Vendor":{"value":"V001097"},"CurrencyID":{"value":"USD"},"Hold":{"value":false},"PaymentAmount":{"value":10.19},"PaymentMethod":{"value":"CREDITCARD"},"Details":[{"CashAccount":{"value":"10060"},"PostPeriod":{"value":"102024"},"BranchID":{"value":null},"InventoryID":{"value":null},"OrderQty":{"value":0},"WarehouseID":{"value":null},"AmountPaid":{"value":10.19},"Balance":{"value":10.19},"CashDiscountBalance":{"value":null},"DocType":{"value":"Bill"},"ReferenceNbr":{"value":"001301"}}],"PostPeriod":{"value":"102024"}}and my endpoint https://localhost//entity/acumaticalocal/1.0.3/Check

Hi I have a custom checkbox created in the Stock Items screen under the manufacturing screen, when this is checked I need the "Allow Preassigning Lot/Serial Numbers" to be automatically checked as well in the Production Order Maintenance screen. My code works but when the event handler is triggered it clears out the other header fields such as the Inventory ID. How can I fix this?Custom Checkbox FieldEvent Handler to be Applied to this Checkboxusing PX.Objects.Common.Scopes;using PX.Objects.PM;using IQtyAllocated = PX.Objects.IN.Overrides.INDocumentRelease.IQtyAllocated;using LocationStatus = PX.Objects.IN.Overrides.INDocumentRelease.LocationStatus;using LotSerialStatus = PX.Objects.IN.Overrides.INDocumentRelease.LotSerialStatus;using SiteLotSerial = PX.Objects.IN.Overrides.INDocumentRelease.SiteLotSerial;using SiteStatus = PX.Objects.IN.Overrides.INDocumentRelease.SiteStatus;using System;using PX.Data;using PX.Objects.IN;using PX.Objects.CS;using System.Collections;using System.Collec

We are going live with Acumatica and in the process of loading Closed Invoices for Historical Data load.We have migration mode ON. All our financial periods are closed and only 10-2024 is Open.When we import Jan-24 invoices, Post Period is defaulted to 01-2024 and the import scenario throws error that The 01-2024 financial period is closed. We hard coded post period in the Import Scenario to 10-2024 and still the same error. Acumatica is defaulting Post period to be same as Invoice Date. Are we missing a setting? We do not want to Open the financial periods.  

I would like the value to display as a currency with 0 decimal places and comma separators.However, when I used a formula like CInt(x), it still showed 1,111.00, so I would like it displayed as 1,111. I also created a new field decimal type (19,0) and selected it in the schema field, it still showed the same like1,111.00. Is there any suggestion? Thanks!

I am trying to update my references from Acumatica endpoint version 20.200.001 to 22.200.001 because only the later version contains mappings for Invoice line detail field Tax Category.Current ReferenceBut when I update these references to Acumatica.Default_22.200.001 (updated all versions to latest version 5.3) I get this error for the namespace using Acumatica.Auth.Api; which worked perfectly fine before.Reference ErrorError CS0234 The type or namespace name 'Auth' does not exist in the namespace 'Acumatica' (are you missing an assembly reference?) SkillInvestAPIIntegration C:\PROJECTS\MYOB\SkillInvest\CODE NOT MODIFIED\SkillInvestAPIIntegration\SkillInvestAPIIntegration\SkillInvestAPIIntegration\Rep\MYOBFunctions.cs 1 ActiveCould I please get some assistance on this, thank you!