Discussion Forums

Why does this ‘Error Processing PO’ in EDI Status column and ‘Error’ in Error Status column appears ?How to ged rid of the this error ?  

Hi,I want to calculate the payment/Credit terms based only on the working days. Better if it is based on the work calendar we define.  Is it possible?Best Regards,Dulanjana

Is there any way to force the User Customer’s Account box to be checked, by default, when the Ship Via selected is related to the Carrier where the customer has an account setup?  

So normally when you want to require a field that’s a fairly simple task. But what can you do when you want to require a record to exist in a detail grid? For example, on the Customer maintenance page there is a SalesPersons tab. I want to make sure at least one record is in that grid before allowing the customer to save. Is that an easy task? I didn’t see anything in the grid properties that would make sense and figure it will likely have to be done with a graph extension, but not sure how to go about it. For example, there is no salesperson record saved here so saving the customer should result in an error: Thanks for any recommendations or tips!

Good day. Is it possible to do customer journal from one customer in branch A to a customer in branch B like we do with journal transactions? So far all i can see is that you will have to do 2 separate transactions.I have tried to document the issue in the attached file, hope it’s clear.Thanks!

Is it possible to stop selection of all incl. serialized items with 0 balance on the SVO/Appt.. Or highlight that entry in red when someone picks that item on the Service Order or Appointment?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Upcoming May and June 2024 Acumatica User Group MeetupsCheck out these meetups happening in May and June. If you’re a customer in any of these areas, please think about joining in!Join the SE Acumatica User Group and then RSVP 

I have a report that I created a couple months ago that I need to make some changes to. When I click on Edit Report, I get the normal Report Designer pop-up to login. However, as soon as I login I get the error message that the report does not exist. The report runs, so I know it’s there. I just can’t figure out why I’m not able to open it in Report Designer. I haven’t had any issues with opening other reports, so it’s something with this one specifically. Has anyone else run into this or have any suggestions? Thanks! 

Can someone please assist with this error. I get this error when trying to reimport file to update changes. Please check my XML file.

Any suggstions ?

Hello all, What ID do I put in the Owner Field of a PO. When I use the Employee id it does not work. "error": "'Owner' cannot be empty."   "Owner": {        "value": "4264",        "error": "Owner 'E00003    ' cannot be found in the system."    },

Hi! is it possible to always set certain items to dropship on the sales order line? I’m aware you can flag Mark for PO and select dropship but we have certain items that are always dropship.

Is anyone working with Pacejet and received this notice ?  

Hello community,I have been working on an import scenario of Purchase Receipts, where I am looking to import the lines using Add PO button → Under the Details tab, but the scenario isn’t working. Can anyone let me know what is it that I am missing here?Have attached the XML file of the import scenario. Thanks in advance.

Hi all,I have created a custom screen as seen below, showing payment reciepts for corresponding invoices. I have added the syncPostion attribute to the grid in order to be able to select and open the various payments via the provided link. However this is not happening.see below KIndly assistAny kind of response will be highly appreciated.Thank you

Hi, I am trying to access a variable in my graph extension from the script on my page, can someone please help me achieve this. Trying to build a URL in graph extension and sending it Javascript to render it in an iframe.This is the code, where i want to access the key field from this GraphExtension in my javascript function #region Selects public PXSelect<SOOrder> AllRecs; #endregion #region Event Handlers #endregion [PXString] [PXUIField(DisplayName="API")] public virtual String vartanaKey {get; set;} public PXAction<SOOrder> VACreateOrder; [PXButton] [PXUIField(DisplayName = "Create Order")] public virtual IEnumerable vaCreateOrder(PXAdapter adapter) { try { usrVAVartanaConfigGraph configGraph = PXGraph.CreateInstance<usrVAVartanaConfigGraph>(); VAVarta

Hi All, We are trying to expose File names and potential other Data to a GI.One usecase is Shipments that are being signed on Delivery through the native Mobile App.I don’t see a Flag indicating it was signed in the DAC Schemas but a signature file is attached.We would be able to utilize this for our Reporting and Analysis if we can expose the File Name. I tried joining PX.SM.UploadFileWithIDSelector and PX.SM.UploadFile via the NoteID field but just got blank results in the Inquiry for the file Data. Any ideas how this can be made happen?

Where can I modify / add “Opporunity Stages”?

We have a production ticket report for production of canned beverages.There are 50+ product specifications. These are 1 page documents/images. Is there a good way to display a specific product spec that is pulled from the inventory ID stock item description and matched with the 1 page image?The only way I can think to do this is have 50+ sections with visibleExpr that would each display the image only if the statement below was true:=iif([InventoryItem.ItemClassID_description] = 'BERRY LEMONADE', 'TRUE', This would require a lot of work to set up and maintain 50+ image files.If these product specs were to change every month or so, what would be the best way to update or set up these reports? Would a database setup allow for the image files to change without having to change anything in the report? 

Hi All,I want to add & show the content of Shipment Notes on Generic Inquiry.As I know from version 2021 R1 (we use 2022 R2) we can choose which notes can be attached to GI by Attach Notes toAfter viewing GI, I don't see it appear and even though the content of notes can be seen on screen also.Do you have any idea? 

We are on Acumatica 2022 R2 and use EBizCharge for credit card processing. We have multiple warehouses that may be shipping from the same sales order.When a shipment is completed, we have an end-of-day process that will prepare the invoice for each shipment that was completed and capture the credit card transaction for the amount that was completed (possibly multiple invoices applied to this payment). Our warehouses are 98% able to fulfil shipments same-day unless something is backordered so this works for most orders. Shipments that span over several days, such as backorders, will NOT be able to authorize charges to that same card transaction - the process that runs on that first day will consume that transaction. This will result in the backorder getting stuck in “Awaiting Payment” until the card is reauthorized. During this time, the order is also not considered for fulfillment because it’s Awaiting Payment.If a card is reauthorized too quickly, the

Hello,I am in the process of setting up several new companies for demos. We would like to set up an undeposited clearing account for AR payments. I am not clear on how this works in Acumatica. I found documentation on how to set up the accounts, but what is the actual processing to resolve the undeposited funds account?1.How are the funds moved out of the undeposited funds and where to? 2. Is it before or after the bank reconciliation? 3. How are check batches deposited? 4. Which account is actually reconciled with the bank reconciliation?  Please help me get a clear picture of this process. Thank you,Barbie Jeter

Hello, For the past several months, we’ve been able to start the real-time sync on the Salesforce Sync screen. a known issue was posted about it but the updated versions did not fix the issue. Is anyone else experiencing this too? 

I have import scenario for change orders commitments, but I can’t find a way to update selected commitment.My import scenario: Now with active checkboxes it create new change order and add to it my subcontract, but I can’t update it’s amount. May be someone know how change it for update line amount? when i try to use not selected lines- it create new line or do nothing.For example my result if I enable “Commitments” - it seems it can’t find this line from “Select Commitments” dialog and just create new lineHow I can select and update amount for the line from  “Select Commitments” dialog and not create new line?