Discussion Forums

We have configured the project and payables settings so that the project and task segments are pulled into the sub account of any expense.However when creating the PO and adding a line with an item and project, the subaccount does not contain the project elements.  The same goes with the receipt created from the PO and the AP Bill.  They just use the same segment as the PO.It appears that the PO uses the subaccount definition from the Item.  But this definition does not include any project definition. Thanks James  

Hi - I’m getting ‘server response does not contain ssh protocol identification’ error when exporting file to SFTP server From Acumatica File Maintenance screen. I was able to send file yesterday without any issue. Nothing changed in the SFTP server,   

I have a customized workflow set up on SOOrderEntry and after doing work on a customization on that graph and DAC in another customization, the SO Order Entry screen crashes. If I unpublish the workflow customization project, no crash.I seem to recall a time when there was a coloured band across the top of the screen I could turn on to help debug workflows but I can’t seem to locate that now.The workflow customization was done all through the screen editor and not through coding so Visual Studio isn’t being of much help.I’d rather get the customization project running than to change course from my todo list and write it up in code.How do I debug a workflow error?

We want to be able to restrict selling certain item classes based on the customer class.  I have been trying to do this via row restrictions, but am not finding a way to set this up.  Anyone ever try this sort of restriction?  Thank you.

Working on using replenishment.  However the message references a screen we don’t have access too.  I believe that module was turned off in enable/disable, but Inventory Planning Should still work.  Is this just a bug?    

Hello all,I have been trying to get the billed qty rounded up by .10. How can I get the billable qty rounded up till this value?So lets say even if my billable qty is 50.30 it should get rounded up till 50.10 Thanks in advance.

Good day, We are currently using not all the futures in Acumatica and planning in the next couple of months to implement the Manufacturing module. Did anybody else ever tried to Invoice before shipment?Our company is invoicing the day after the product is produced and before it goes to our sister company to Powdercoat the product. The next day the client will be fully invoiced, the product will be then come back to our main company to be dispatched or fitted after its finished the next product step. Then the system can be marked for shipment. We are fully invoice it so not making a pro forma invoice because this doesn't show all the data on the journals/P&L. Issue we facing is with the ERP is that you can't invoice before shipment only after you marked it for shipment and in our case that isn't how our company is operating.Does anybody have any suggestion how we can solve this before we go live with the next phase

I have a custom selector created in the sales order line as below, which is a selector that filters the values from a custom table based on the UOM selected on the sales order line. (UOM selected filters the corresponding matching WeightUOM field in the custom table and displays selector values)[PXDBString(500, IsUnicode = true)] [PXSelector( typeof(Search<MWTPackagingOptions.packageDescription>), typeof(MWTPackagingOptions.packageDescription), typeof(MWTPackagingOptions.weightUOM), DescriptionField = typeof(MWTPackagingOptions.packageDescription) )] [PXRestrictor( typeof(Where<MWTPackagingOptions.weightUOM, Equal<Current<SOLine.uOM>>>), "The selected packaging option is not valid for the UOM on this sales order line." )] [PXUIField(DisplayName = "Package Type")]This works but if I update the UOM how can I ensure the selector is automatically refresh

I gonna process orders and choose create shipment option. after that I got such error message.Pls see the attached file.will anybody assist?

Main ReportSub ReportsExcel Sheets.When export this report to excel, sub report pages are need to show sheet by sheet.

We have a client with over 30 companies.  They would like to have a program that would print all financial statements once they enter the month parameter.Currently they have to go into each company, set the date, and print.How would you set this up?

I received a “Could not load type” error after upgrading from (2021 R1 Build 21.116.0049) to (2022 R2 Build 22.126.0004). The error showed while trying to access the login page.The specific error:Could not load type‘PX.Commerce.Core.BCProcessorDetailAttribute’ from assembly ‘PX.Commerce.Core, Version=1.0.0.0, Culture=neutral, PublicKeyToken=3b136cac2f602b8e’.[followed by much text in yellow highlight]When this happened I shut down the VM, and rolled it back to the checkpoint I took immediately prior to the upgrade. I tried the upgrade process again:       Uninstall the current version of Acumatica via Add Remove Programs.       Run the AcumaticaERPInstall.msiThis had the same result. At that point I had to roll it back, and I have been trying to replicate the problem on a freshly built VM. The thing is that my sandbox VM upgraded without any errors, and the newly spun up VM also upgraded without error. I need to upgrade my production server, but need a little help with troubleshooting

On a service order, if I use the MRO order type, I can select inventory item. However, using INT order type, this option is not available. Based on the Help file, I should still be able to select stock item for “none” billing option  

Hi everyone, i cannot find any upload mechanism to upload my icon for the workspace….and is there any standard size icon which i must use?Thank you

. My client has one tenant and one company. They have created a reporting ledger and need to transfer all transactions from the actual ledger to the reporting ledger, specifically for the period from 08-2022 to 08-2023.I attempted to use the consolidation feature by setting the reporting ledger as the consolidation ledger and the actual ledger as the source. I specified the start and end periods, then processed the "Import Consolidation Data." However, it returned with "no records to process."Could you please guide me on how to correctly perform this transfer or identify what might have been missed in the process

Hello! Do any of you use Acumatica for a Print Shop business? Thanks,Kay

Hello! We are a manufacturing company, and we currently use the Inventory Planning Display screen to view what finished goods need to be manufactured in order to meet sales orders and safety stock. I would like to have the same information pulled as a generic inquiry (no actions, obviously) for the potential to utilize it with business events for production planning down the road while also using it to build a dashboard. Has anyone ever tried to make the Inventory Planning Display as a GI? Could I see how it was created? Thanks! 

Good day,We are having strange issue with Quote that are approved, and the Covert to Order is used but it does not update the status to “Converted”.Here is the Salesperson processed provided for the screenshot.  Is there certain workflow?  Related to Opportunity.Step 1 - Opportunity Closed at Won.Step 2 - Open Quote and then Convert to Order (Saved)Quote is still in Approved status.  Does not change to converted.I did notice it was known issue in prior versions and build but we are on 2023 R2.Below shows that there is still something amiss.  Right now the salesperson has to go back and manually change the quote to Mark as Converted.Anyone have some suggests. Thank yiou.Evan  

Is there a way to use the shortened month name in a GI? I’ve tried using =MONTHNAME([ARInvoice.DocDate]) which gives me the full month name. I’ve tried using =MONTHNAME(‘mmm’,[ARInvoice.DocDate]) and that gives me an error stating invalid token at position 12 (or whatever the number is). 

Is there a way to ensure that the cost of goods on a PO that is linked to an SO is passed directly to the SO?Our client is a trader and generally buys for each customer order although they do keep some stock.  Their traders source the goods and then place the SO and PO and they want to ensure that the price of the goods on the PO is the cost that arrives on the sales invoice.  Is there a way to do this while having stock in the system of the same product which is valued according to Average or Fifo? Thanks 

I’m implementing  PX.CCProcessingBase.Interfaces.V2.ICCProcessingPluginAs per the documentation and description herehttps://help.acumatica.com/Wiki/(W(4))/ShowWiki.aspx?pageid=927a2a44-ebe5-4c98-a277-7027f4e073a0and the definition herehttps://help.acumatica.com/(W(8))/Help?ScreenId=ShowWiki&pageid=8e6c3962-2ae0-63b9-ab25-2e32abeb701f When I try to implement the functionIEnumerable<SettingsDetail> ExportSettings()I’m getting the below error, although I implemented it to return IEnumerable<SettingsDetail>error CS0738: 'CyberSourcePaymentPlugin' does not implement interface member 'ICCProcessingPlugin.ExportSettings()'. 'CyberSourcePaymentPlugin.ExportSettings()' cannot implement 'ICCProcessingPlugin.ExportSettings()' because it does not have the matching return type of 'IEnumerable<SettingsDetail>'.Not sure why I’m getting this error, here is my implmentationpublic IEnumerable<SettingsDetail> ExportSettings() { // Create a list of SettingsDet

I have the following posting class set up. However, every time I make an SO with that class, the Account does not pull over from the warehouse, and I get the following Error: 'SalesAcctID' cannot be empty.I do have the accounts set on the warehouse  

Hi everyone,I’m hoping this is a relatively simple question. I’m working on a Project GI and trying to set a condition that only includes projects with a booked sales amount greater than $1,000. We store the booked sales amount in a User Defined Field.The issue is that this field is a Text field, which causes problems when applying conditions. I’ve created a calculated field in the Results Grid that converts the text to a decimal (DEC) format, and I use this field for calculations and filtering in reports and dashboards.What I’m looking for is a way to handle this conversion at the Conditions level, so I don’t have to apply filters manually to every report and dashboard going forward.Thanks,Chris Lower

Hello all,I am attempting to utilize the Assign function in Report Designer to sort a series of variables.The basic concept is:=iif($Thing1<$Thing2,Assign( '$temp', $Thing1 ),'')=iif($Thing1<$Thing2,Assign( '$Thing1', $Thing2 ),'')=IIf($Thing1=$Thing2, Assign( '$Thing2', $temp ),'') While this works if Thing 1 is indeed less than Thing 2, as soon as Thing 1 is greater than Thing 2 it fails.I have been trying to trace the problem, and it seems that the Assign function is being triggered even if the first part of this IF statement is false. It is populating the $temp variable with a new number, when it should just do nothing.=iif($Thing1<$Thing2,Assign( '$temp', $Thing1 ),'')I have each section of the If statements above in a new group header, because I cannot utilize an assigned variable within the same section.I have double checked the values after each step to pinpoint the problem  I’ve tried placing something in the third section of the IF statement (just adding the word fai

Hello !My client use two differents ledgers.The first one is for accounting and official purpose.The second one is for estimation and subledgers corrections.  It doesn’t need to be published fot accounting autorities.  I need to consolidate both into a third that would give the real position of the subaccount.(Users would like to keep using the standard screens like GL401000 & GL404000 wich very convenient).At first, I thought use consolidation feature but is there any possibilies to make it work within only only one tenant ?  Thank for your help. Cécile