Discussion Forums

I am new to this topic and I would like to know what is the easiest way to update the information in this column. I have followed some tutorials but in the end I only get this error  

Looking for a customization on attaching files to Purchase Order Receipts. When we enter Receipts for our Purchase Orders, looking to see if there is a customization that will automatically match up the packing list with the receipts?

I’m working on a GI that will have show in a line or partial line on a sales order is allcated.  We use the Product Configurator so if we have a order with 10 configured products on it and one of the 1 is allocated the report will show a line for the one that is allocated and separate line for the 9 that are not.   i can’t see to find the table name for the “Line Details” table on the SOLine that shows if a item is allocated or not and if that is the right table.I’m currently using the SOLineSplilt and getting the duplicates.   Below are the Relations that i currently have but i have changed each one to no avail. any help would be much apricated.Our Production Team uses this report to keep track of what they have and have not build and sent to shipping.  Shipping allocates the Non Configured Products and the Production Order auto allocates them as they are completed on the Prod. Ord.   either way they drop off the Production list to build. 

Our client has a specific requirement to set the Shipping Address to the Branch Address for Purchase Orders that are of the Type = Project Drop Ship.  Currently, users are manually overriding the Ship To Address for these types of Orders and they have asked us to code it such that if the type of the Purchase Order is Project Drop Ship, then to set the Ship To Address equal to the Branch Address from the OTHER tab of the PO.  The following code does what we need it do; however, upon clicking save an error is generated.  The error is:Error: Inserting ‘PO Shipping Address’ record raised at least one error.  Please review the errors.  Error: ‘RevisionID’ cannot be empty.The following code does what it needs to do, but for the error when saving:protected void POOrder_ProjectID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler){  if(InvokeBaseHandler != null)    InvokeBaseHandler(cache, e);  var row = (POOrder)e.Row;  var po_branchID = row.BranchID;  var

The Versioned selection box still exists on the Wiki Properties tab, but the History tab and it’s functionality no longer appear and when I search the Acu help articles, I can see the relevant help articles exist is v2023R1 but not in v2023R2.  We’re currently upgrading to 2024R1 and this is functionality I use regularly.  Is it entirely gone, or been moved to some other feature?  I can’t find anything related in the release notes.  Perhaps I’m just missing something? the help articles available in v2023R1 and earlier  The history tab of a wiki article and the actions available on it 

Looking to set up an inventory count in one of warehouses where:Count A - Certain Item Classes are counted in Full (every month) This one is easy - choose warehouse & by Item Class and choose the applicable item classes for full count. Count B - All remaining items are included in the population of a random spot count of 20 items (every month). For Count B - I’m looking for the easiest way to set it up so the specified item classes from count A are not included in Count B population. We have >25,000 skus so hoping to avoid select the items one by one.  

Hi I am trying to update the Item attribute for a stock item and it is not ediable.The attribute category belongs to “ Variant” and not a child item. Any Suggestions @KarthikGajendran 

If alternate IDs with the Global and Vendor part number types were specified on the Cross-Reference tab on the Stock Items (IN202500) form for a stock item and a purchase order was created for a sales order with this item, the system inserted the global alternate ID instead of the vendor part number in the Alternate ID column on the Details tab of the Purchase Orders (PO301000) form for the item Fixed in 22R1 Update 10 Build 22.110.0018.

Looking for a source code on the below Matrix Import scenario packages, Since we are facing an issue with validation of UOM between parent and child where the Acumatica allows to map the template items irrespective of UOM in below mentioned,ImportMatrixItems2022R2 ( But it is not allowed to do in 24R1 where Acumatica is not designed with out validation,I would like to compare the code between the packages to overcome the validation which is not happening in 24R1.

Hello all,I have been looking for ways where I can setup an individual email template for the Order Type = QT. I tried the following: But no use. Regards.

I’m recording a change order to impact costs but I can’t seem to control what period they are reflected in on the Project Cost Reports.  I’ve set both the Change Date & the Approval Date to 7/31/2023 but when I run the Project Cost Report the change only shows if I run it for the period 8/31/2024 (the current period).I need to be able to see this change reflect in the prior year’s period (July 2023).I don’t see a finperiod on the change order.  That’s why I assumed it would be driven by the Change Date or the Approval Date. 

I need some help here on finding a right way to do this.I had originally asked this question about awaiting the completion of a long running operation. That question was answered, but it didn't solve the issue. I have a custom action that opens a Smart Panel to capture some data from the user, which is then passed into a long running operation to fetch physical inventory count data from Zoho and update the INPIReview document.This all works. However, when processing the import, an important step is to record any items that were counted in Zoho, that do not exist on the Physical Inventory Review document so the user can be alerted that some additional items were counted.There won’t be many items, so we simply opted to write the details of those extra items to trace, and then notify the user with a dialogue box warning them that extra items were counted and they need to review the trace log. This also works - kind of.After clicking “OK” on the dialogue box that pops up, the original Smar

Hi All,I need to do a bank reconciliation for EURO currency. But my base currency is USD. Could you please let me know  that should I convert my EURO figures to USD before import my bank statement to the system or system automatically converts it. Thank you

While having employees marked true for pay-by-line (employee profile-financial tab), when submitting expense claims and converted to AP bills, the pay-by-line on the AP bill document header is not marked pay-by-line. When manually marking the claim/bill to pay-by-line, the bill is then not available for payment (does not appear in prepare payment Payables process). Is there somewhere else to setup the employees/expense claims for pay by line?

Here is my use-case: a user changes a drop-down value (UsrShipStatus)I need that value to update another field (UsrDfltWarehouse), this field will then create a dialogue box where I need to select “OK”This then calls the function private void setWarehouses(POOrder row).Below is the code in use here, I’m just lost on how to even interact with a dialogue box, or if I even need to (see comments below).    public class POOrderEntry_Extension:PXGraphExtension<POOrderEntry>  {      protected void POOrder_UsrShipStatus_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler)    {      if (InvokeBaseHandler != null)        InvokeBaseHandler(cache, e);      var row = (POOrder)e.Row;      if (row == null) return;      POOrderExt pOOrderExt = cache.GetExtension<POOrderExt>((object)row);      if (pOOrderExt.UsrShipStatus == "POE")      {        const string CUSTOMER_TYPE = "C";                        /* PORT LB - Port Long Beach */        const int PORT_

I’m trying to create a report designer that contains data for specific measurements from multiple different periods, (such as monthly, quarterly and annually.) Is there a way to filter for these time periods within a equation since the overall worksheet seems to be going off of one time period?

Hi, We created an attribute as a DateTime control type. This is attached as a user defined field to the PO Receipt. I am trying to print a report that is sorted by Item & then by the PO Receipt attribute. This is not working. If I sort by the PO Receipt Date, the sort does work. I saw an AUG forum post about using the CSAnswers table.but the data is not in that table. Is there a different table we should be linking to? Can a DateTime attribute be used to do the sorting?  

Hi. We have a client requiring setting up of company tree for 156 branches.We believed we can expedite by either using import scenario or, worst case scenario,do a direct SQL.Anyone encounter such experience before?Thanks in advance.

Is there functionality in Acumatica that allows a user to add notes to a certain type of sales order (like RR) that would trigger a pop-up message with indications when creating a shipment?

We would like to be able to have two additional columns in a Daily Sales GI. This GI will eventually become a pivot table. One column will have the sales in the US column if the ARInvoice RefNbr starts with an INV, the other will be an INT if the RefNbr starts with INT. My initial thinking for the formula is:=IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', ([ARInvoice.OrigDocAmt] - [ARInvoice.FreightTot] - [ARInvoice.TaxTotal])) for the U.S. and =IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', ([ARInvoice.OrigDocAmt] - [ARInvoice.FreightTot] - [ARInvoice.TaxTotal])). Both of these formulas would be in their own columns which I have as U.S. in one caption, and INT in the other caption.Date          U.S.                 INT             Total09/01/24    $12,345.00   $460.00      $12,805.00etc.The pivot portion shouldn’t be that difficult, just the part separating the U.S. from the INT.

Hi all,I am trying to figure best way to handle the following.Let’s assume that a new Project (related to construction edition with Progress Billing) is opened to manage the installation of HVAC and electrical installation. This project needs to monitor both costs related to equipment and labor. It would be ideal when new equipment is to be delivered and installed on site, a Service Order and related appointment is created to manage both the issue of the equipment from store to site and also to manage the time it takes to install the equipment and employees who are doing such service and capturing all related costs directly on the Project. The question I am trying to resolve is how best to record the issue of equipment  and capture all costs on the Project as there seems to be 3 possible optionsThrough a Sales Order linked to Project - Seems strange and not logic to use this especially since billing of both equipment and service will be done directly through the Progress Billing functi

Is there a specific security access required to enable the “Enter PO Receipt” button on the Purchase Orders screen? I have some user roles with full delete access to the PO and Receipts but they don’t see this option...  

We received some special pricing for an inventory item that we also carry some stock on hand.  The special pricing is for a certain project and it’s a onetime deal at a much lower cost level.  I had assumed that by using mark-for-po functionality on the Sales Order line, it would carry the cost layer to the PO receipt and ultimately through the Sales Order and not affect Avg Cost once inventory is shipped/invoiced.  After testing, I was wrong.  It looks like the Acumatica is using FIFO for managing cost layers, regardless if some of it was mark-for-po and linked.  This is now impacting our current inventory on-hand by updating its cost even though the lot of inventory that was received has been physically sold already. Does anyone know of a way overcome this without changing it to drop-ship?  I’m trying to protect the current costs on the inventory that is on-hand since this is a special situation for lower pricing.  Thanks

I have a report in which there are vertical lines for the various columns spanning from detail section to footer. There is one column which should not show under certain conditions. I am able to use the visibily condition for the column header and detials, however, when applying this to the vertical line for the column, the report ignores this and prints the column line anyway. Is it possible to do this on a vertical line whch spans more than one section? Thank you in advance.

I have a list of accounts and sub-accounts that flow into the Finance/Admin line item on the FS. It is accounts 63000 to 71300 (sub account 700-000) as well as accounts 72300 to 72303 (sub account 000-000).How can I set up the Data Source in Row Sets to include both of these in the same line?