Discussion Forums

On the Run Project Billing, if you open the screen and there is an item in the grid for a branch you are not part of, you get an error that the branch cannot be found.  I believe this is sort of a bug in Acumatica.  That screen should allow a user to run project billing for “their records” if they have permission to that screen.I overrode the Initialize for that screen to restrict the three PXSelect’s to only include records (contracts) with branches that the user is a member of.I have added a WhereAnd to the select statement for the grid on that screen that restricts the results to only records that have a branch that the user is a member of.With no customization, the screen returns 3 records when you open it.  You have to be logged in as Admin to see them.  If you log in as Joe, you get the error that a branch cannot be found.  Joe is in a branch for one of the Contracts in the grid.  It is BranchID = 7.In my override, if I put a whereand for the current logged in Branch ID, Joe can

I do not plan to attend Summit this year, but wanted to generate some discussion around what I feel are critical “must-haves” for manufacturers (perhaps that could be asked in the “Ask Us Anything Manufacturing” session at Summit), especially those with configurable products, deep BOMs and complex manufacturing processes:Engineering Change module to include the ability to tie together changes in multiple BOMs under one ECO. Production module to include a formal, documented Production Change Order process.  Our production process is very involved and spans 3-4 weeks.  We often have change orders where we need to swap out several parts and change operations, and we would like to have a formal, documented process showing original specs, changes, and final specs. Would be interested to know Acumatica’s native configurator roadmap - are significant renovations in the future?  We’ve heard from multiple sources that Acumatica’s native configurator is a weaker product.  If no significant renov

We are finding that when users create a shipment from an order and try to save a record-level note, they intuitively think that saving will both create the shipment and attach the note. The best option we can have found to successfully attach a record-level note is to have them create the record (save), enter the note, then save again.Any suggestions that would make this process more intuitive would be very welcome.

Hi,We are starting to use Landed costs. I would like to make a GI that will show all inventory availability and the total cost (purchase receipt and landed cost (if there is a landed cost for the purchase receipt).Similar to how the inventory lot/serial history works. it will show receipt cost, then if you check the box it will so the cost with landed cost included. I would like that cost with landed cost included.Does anyone know the best way to get that total cost?   

Need your help please.I’m trying to remove a quantity of one scanned material but when i scan the quantity to be removed, i get this message “The item is not found in the issue.” Does anyone know how to resolve this or the reason why it happens?Regards.

We just upgraded to 2024r1 and now that I can use GIs as tables to look up against within GIs, I was trying to build some more complex reports set up that my sales team requested.They want to view, by customer, the Count of Invoices, Sum of Units Sold, and Sum of Dollar Sales for Last Year’s Month to Date, side by side with This Year’s Month to Date.I can get this information for one time period in a GI pretty easily.  So I set up two GIs for the two different time periods, and then built a 3rd GI to combine the data from both GIs by linking them to the customer table.  Everything seems to work correctly except that the Count of Invoices is coming up blank on the combined GI.  They show up on the “child” GIs properly.  Anyone have a solution to getting the count data to show up?Image of Child GI Results, Count circled:Image of the combined GI, Count Fields coming up blank: Image of the combined GI.  Note: I’ve tried Aggregating by Count, Sum, Max, <Blank>, and tried different Sch

I have published a customization project to one tenant (projecthas 3 custom forms and Sales Order Screen customized), and I select the Publish to Multiple Tenant Option and selected the tenant I wanted the customizations to be seen. The 3 custom forms are not seen as expected in my other tenant but the Sales Order Screen customizations are still visible. Any idea why this occurs?Thanks.

Hi Please assistWe have a Pro Forma page generic inquiry page that lists Pro FormaOn Click of the reference number can navigate to edit a single pro forma invoiceWe have added a customization that allows us to send pro forma invoices to finance department and then updates the pro forma extension which contains fields : UsrSubmitToFinance:bool; UsrSubmitToFinanceLastUser:string and UsrSubmitToFinanceLastUser: datetimeon click of the submit to finance bool field it updates the database extension fine sets the date and who updated.The issue i am having now is that i cannot seem to select multiple proformas from a new screen i created that lists the proforma invoices and do a mass update.I know there is a action you can set on the generic inquiry but issue with that is has update all which can be clicked by mistake and end up sending everything throughSo that is why we took the approach to have another screen which when it is successfull we will deactivate the generic inquiry When i do mul

This webinar continues the focus on some of the do’s and don’ts of publishing, creating actions and conditions, adding new fields, modifying workflows, combining customizations and business events, and understanding the makeup of a screen.  Tips and tricks will be sprinkled throughout.Please note this is a continuation of the May 22, 2024 session David gave. If you haven't already seen that one, please check it out here: Acumatica Community Webinar - Demystifying No Code Customizations - Wed, May 22, 2024 - RecordingPresented by David GrossAbout David: I have been an Acumatica business consultant and implementation specialist since 2018.  My areas of expertise include Distribution, Manufacturing, Field Service, CRM, and Ecommerce to name a few.  I can create complicated GI’s and Reports (ARM and regular) and I am able to guide my clients through complicated needs assessment and create the solutions required to satisfy those business needs.  My interest in customizations was borne out o

Hi,Does anyone know how to change the Message on the Scan and Count screen? i want to change this in the mobile application as well. Thanks.

Hi ALL,We have recently encountered many cases. The “VAT Taxable Total” field on Invoice is not displayed correctly as shown in the screenshot below. If you delete all the lines in the "DOCUMENT DETAILS" Tab, The "VAT Taxable Total" field is as shown below (it should be = 0) This is the Sales Order of the Invoice. The “VAT Taxable Total” field on Sales Order is displayed correctly. We would like to know the causes of this error. Is it an Acumatica system error? or a User error? or some other cause? Note: Acumatica Version 2020.R1 Best Regards,NNT

Is it possible to populate the Customer/Vendor field in the detail section of the Journal Transaction through an import scenario? I cannot get the filed to populate - if it is possible am I using the Customer ID or BAcctID?Thanks for the help! ~Coleen

I am trying to setup Audit History on the Access Rights by Role form.  I have the Audit form configured and active. When I view the Audit History on the Access Rights by Role I am not seeing the changes that were made to the role.  I am receiving the dialogue box that appears when audit is not setup? Any help would be appreciated. Thanks..coleen

Hello!I was wondering if it is possible to partially invoice a Sales Order of the IN Order Type? I have a customer not shipping order in Acumatica so they are importing them as the IN order type so they can invoice customers as items are shipped on their external system. Most of the time they are partially shipping items and therefore need the ability to partially invoice only the items that have been shipped. Thanks!

While creating sales order and adding line items in so line i am encountering this error. Below is the screenshot of the error. I am not able to find out the actual cause of the error. Please help.Details : Name: Aggregate Validation: PX.Objects.SO.SOOrder+orderQty. Below is screenshot.We already upgraded within R2, both 206 and 209 but still issue remains there. Please help how to debug this issue as in my code there’s no exception throwing. Let me know if there’s any specific settings or locations to look out for.

We have template items setup with matrix items that map to the BigCommerce variants. Client does not want price or weight to populate BigCommerce from Acumatica. They want to maintain that in BigCommerce only. I’ve set in both the Stock Item and Template Item entity to unmap these fields yet the variant in BigCommerce is updating the price/weight based on what is on the variant in Acumatica. Is there a better way to accomplish this? This is 22 R1 for reference. 

Above you can see that each line item is showing 5 in the qty and in qty shipped. These are individual items with the same sku and should be listed as one.We have dug though the report builder and can get the qty right in the line details but when we try with the shipped it will display the correct amount if the skus are all the same but when adding multiple skus it zeros out. Any ideas?  

Hello,I have a custom table that I am showing on the ‘Employees’ screen as a new tab. It has one key ID designated with the [PXDBIdentity(IsKey = true)] attribute in the DAC. It worked in 23R1 but now that I have it published in 24R1 none of my event handlers are firing on the tab and when I attempt to add a value in one column the row effectively resets and I lose all my data.I should note that I also have a maintenance screen with the exact same logic pointing to the same DAC- just not filtered by the employee- and all the logic works and saves to the DB without any error.Since 24R1 added a bunch of permission defaulting, my first spot was to check there but no luck. I have the rights on the view set to DELETE so it shouldn’t be a permission issue.I also deleted all my event handlers to where the only code I had in my employee graph ext was the view itself and I am still getting the error. I ran the request profiler and have not been able to get consistent results but a few times I h

I have try to override ShowSplits mehod of LineSplittingExtension abstract class but debugger not coming on my method ShowSplits which I have overirde.   public class EWQCLineSplittingExtension:LineSplittingExtension { public static bool IsActive() { return EWQCFeatureSetHelper.IsEWQCManufacturingECCFeatureActive(); } //override ShowSplits to update lot on line detail click public override IEnumerable ShowSplits(PXAdapter adapter) { lsselect.View.AskExt(true); //base.showSplits(); MoveEntry moveEntryGraph = PXGraph.CreateInstance<MoveEntry>(); EWQCAMMoveEntryExt moveEntryGraphExt = moveEntryGraph.GetExtension<EWQCAMMoveEntryExt>(); moveEntryGraphExt.InsertLotsInLineDetails(false); return adapter.Get(); }}

Currently, I doing this PUT method but it doesn’t do anything but return the sales order object:https://sandbox.com/AcumaticaERP/entity/Default/22.200.001/SalesOrder?$expand=Payments&$select=Payments/AppliedToOrder:{    "OrderType": {"value": "WB"},    "OrderNbr": {"value": "WB00159383"},    "Payments": [        {            "ReferenceNbr": {                "value": "598095"            }        }    ]        }I’m expecting it to return the unpaid balance on the order so I can use this amount to call the same method with the following body:{    "OrderType": {"value": "WB"},    "OrderNbr": {"value": "WB00159383"},    "Payments": [        {            "ReferenceNbr": {                "value": "787266"            },            "AppliedToOrder": {                "value": 55.5900            }        }    ]        }

Hi, I have a client in Canada who wants to use the declining balance but it seems the calculation method is being based on the useful life. Is there a preconfigured method that is already setup in Acumatica that simply just depreciates the NBV by a percentage?  Any help would be greatly appreciated.  

Hi everyone, Does anybody have assets that they manage but do not own? We are trying to figure out where to put them in the system. Since we do not own them, they would not be a fixed asset.  Revenue would be received to manage the asset, which in this case would be a Cell Tower. We are in the wireless communications business. All input is welcome!! Thanks!  

Hi,I have an issue which is when an opportunity is converted to a sales quote it does not create the total in the summery area. Once an amount is entered to the freight (Value or Zero) the total showing up. Any possible reasons? Thanks,Dulanjana

I know this has been asked before but i want to be able to restrict items to certain branches so a user can not add them to a sales/purchase order in a different branch. I would like to do it by branch but if a solution worked for warehouse then that is fine too. I tried following this post below but it did not work.  

anyone know to set this up?