Discussion Forums

Hi All,I am planning to create a report using user-defined fields in the report parameters. My idea is that the user can select the desired fields from the report parameters and then click on "Run Report." The report will then be generated with only those selected fields and values, without including any other tables.Is this possible, or do we need to have predefined fields on the screens?Thank you.

Hi, I’ve created a Generic Inquiry titled “Project (Cost & Revenue),” and it runs smoothly. However, the pivot table takes a considerable amount of time to load.Could anyone provide insights or assistance on how to improve the performance of the pivot table? I’ve attached the GI and pivot table XML for your reference. Thanks 

We have a requirement to add a checkbox to the grid in Employee Time Activities. It needs to be enabled and editable and thus, persistable, when the activity is released.Standard SetEnabled in RowSelected does not work. Enabling the entire column in header also does not work. Overriding the original RowSelected event, where the row is disabled for released activities also does not work for some reason. Any ideas?

Does anyone have a good method of copying a sales order line with a configuration? We have a client who often needs to copy a configuration and then make a small change to that configuration. They are looking for a way to easily copy the configuration instead of have to go through the selections again. Anybody have any ideas? They were also lookin to try and get a report of the configuration output but also not sure if anyone has done anything like that?

Good morning,I am curious if there is already a report in Acumatica available that would show me an accurate AR aging for customers.I currently utilize the AR Aging Period - Sensitive report...but that will give me customers that still have open orders on their account, thus creating a “credit” on their accounts on the report. I would like to see a report that just shows invoiced customers basically...is there already a report available or have you found that you need to customize a report? 

I would like to discuss the details of syncing template items’ options with Shopify in this post.First, some background.ShopifyIn Shopify, we have products with variants. If a product has variants, it is done through options. For example, you can have Color as an option, and that option can have different values: Red, Blue, White. At the same time, a product can have another option - let’s say, Size, with values 2, 3, 4, 5, 6.AcumaticaIn Acumatica, we have Template Items with Matrix Inventory. Matrix Inventory (matrix items) are variants of the Template Item. The way they are connected is through Attributes. Attributes are first created on screen CS205000. The type of this attribute should be Combo. Then the attribute is added an Item Class with the type of Variant, and then we can generate matrix inventory on the Template Items screen or connect existing items to an existing template item, by filling out attribute values.ChallengeFor online stores, it is sometimes important to assign

I am just learning Acumaitca Payments and trying to document the process for our customerAt the very beginning of the documentation it says  “contact the Acumatica Payments sales team”Here the link where that is found…https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=7f8613be-52c8-444a-9048-dcaece4aaad3How do I “contact the Acumatica Payments sales team”  or does the end customer do this ?  

Hi All, I have an ARM P&L report that is using unit sets that allows selections by Company and branches.  The report is structured to enable the selection of accounts by sub accounts. However, the headings are only printing the sub account code (which is meaningless to the recipient| and the site have 90 sub accounts used for reporting). Is there a way that I can get the actual sub account description to print  in the heading as shown below (where administration is sub account 09) and North Shore, Warkworth etc is the branch name.Below is what is actually printing.Any advice would be much appreciated.thanking youSally

When printing a Sales order (particularly large orders) we have a sub report that summarises by Item, Colour and Size. This was made up of a sub report within a sub report which was then added to the sales order form as a footer section. The issue is that for large orders, there is no page break in the summary section and the remaining information is not printed. When changed to a header section, the system is printing a line of the detail section, followed by the summary table and continues that way for the entire report. How can I get the summary information to print on multiple pages and then print the normal sales order lines. I have attached the forms and sub reports being used.

What could be the reason between a binary file in a package being different from the file that is published to the Bin folder?I had done a MD5 hash comparison and the file in the Bin folder (after publishing) differs from the file in the Package. The only fix was to download the file from the Custom Package Files grid and copy it to the Bin folder.Has anyone experienced this before? What could cause it?

Our client has many PO receipts from when they went live where the received quantity does not match the order quantity or billed quantity, but the dollar amounts match.  The client has created returns for these receipts that also have quantities that do not match.  Will Acumatica allow them to create a bill for the receipt and create a debit memo to apply to the bill if the quantities are off?  Is the PO link truly broken so it would work?  They currently do not have a test environment-space issues to test it out.                            $              -                              $          (256.50)  $               -      $              -  

I can no longer override the ConfirmPackage method when pressing the Confirm Package Action on the Pick, Pack, and Ship page (SO302020).  What method is being called now when that action is being selected?error 

When I select Print Quote and then SEND, the Sales Quote email template no longer appears for me. When I login as any of our other Users, it works properly. 

I’m looking for a two step allocation where the first step posts a correction the sub account, then the second step would allocate to WIP. Then when the invoice is release have it auto release the WIP allocation, but not reverse the first step where the sub account was corrected.  I can get it to do multiple steps and post the first correction, then the second WIP Entry, but it’s combining them into a single Allocation and Journal Entry.I have it set to never reserve the first step, only the second step, which seems like should tell Acumatica those need to be 2 separate Project Allocation transactions.

Via a customization I have a Webhook that is trying to create a lead, but prior it try to find an existing contact or account with a matching phone number.In the UI when I assign an existing contact or Business Account to a lead a series of dialogs popup asking how best to associate the records.How do I deal with the dialogs? Some of them are multi step. 

Hello!I’m working to clean-up old/abandoned production orders from years ago. I just came across one that is linked to a SO, but that SO is completed. I cannot seem to break the link to the SO, and therefore cannot cancel or delete the unnecessary RO. What should I do?  

Is there a trail to show time entries that were deleted?  

Has anyone found a way in the browser settings (Chrome, Edge, etc.) to set up an automatic refresh on the calendar board?  We have clients who open the calendar board in a new window and then drag it to a 2nd or 3rd monitor. They want to view it throughout the day as they are working.  But if they are idle for several minutes and others are changing the board, their page doesn’t refresh unless they force it to or unless they make a change.  Is there a way to set it up so that it can refresh automatically every 5 minutes (like dashboard widgets)?  

I would like to get some help with a conversion issue in the Results Grid. I have a Generic Inquiry that I was able to successfully pull in the customer name as the parent name if that field is empty (parent and child are the same company in some cases). I attempted to do something similar with the parent account number using the customer number in place but we have several parent accounts that are not “standard” numerics such as ‘AAMBER’, ‘INTMISC’, ‘C000012’, ‘C000013’, with several others similar to those few. My logic for the parent name substitution is: =ISNULL([BAccountR.ParentBAccountID_description], [BAccountR.AcctName], [BAccountR.ParentBAccountID_description]), the the logic for the Parent Account number is: =ISNULL([Customer.ParentBAccountID], [BAccountR.AcctCD], [Customer.ParentBAccountID]). A conversion error is popping up which I do understand why, but if there is a workaround I would appreciate any help. 

Is there a way to change the Display Value of a data value added via customization project, or is there a way to edit the Display Value of an existing data field?I added a checkbox for ‘Urgent PO’ to the Purchase Order Screen PO301000 and I want to change it to ‘Critical PO’ 

I wanted to embed an External Images on the Report Designer, Is there a way to do it?

I am trying to set up a dialog box that can contain links to different versions of a Quote/SO print out.I am open to different variations of how this can be done but this mockup is the rough idea... Salesperson hits the Print Quote button as usual A Dialog box opens and has all of the options of the report to choose from which then will populate in a new tab as it does now. Does not have to be a checkbox option - can be dropdown. They will likely know which one option they want to print. I am also open to avoiding the dialog box at all if there is a way to list all of the versions as links under the printing & emailing header. Each version has been mapped to the Site Map. I just need them to be able to choose which version they want printed based on their sales scenario. While they could do this from the workspace menu under Printing, I’d prefer them to be able to utilize the Print Quote button from the SO screen.   Any ideas are appreciated! 🙂 

How can I remove the access to set the option of ‘Close’ as a status for most users in an Appointment or a Service Order? We would like most users, like data entry or service technicians to be able to set the status of ‘Complete’ but not ‘Close’ - We want to control this option to 1 person that will review the Service Orders/Appointments before billing and closing them. Is there an easy way or do we need to make edits/changes in a customization project?Thank you in advance!! Appointment State Diagram 

We make use of a few branches, and our setup is done on several subaccount levels, I want to find out if it’s possible to set up rules that will accommodate an employee of a branch, to book transactions or time on the same branch but a different subaccount and then allowing the cost the be transferred to the subaccount used. 

Does anyone know where I can find the Access Rights needed to allow a Role to Recalculate Price on a Sales Order?As an Admin, I have this permission, but the Sales Base Role we have doesn’t have the option.We are currently on version 2023 R1.