Discussion Forums

I have a list of purchase receipts . I guess some of those purchase receipts are manually created in Acumatica in the Purchase Receipts screen. How to segregate the purchase receipts that was created manually from the list of all Purchase receipts.

We have a situation where purchase orders have to be generated based on sales orders, however the purchase order cannot be made until after the sales order has been invoiced.  Only after the invoice has been generated and sent to the client is the purchase order made.  This means that we need to sell the item before it is received.  However if you mark for PO a line in the sales order, you cannot invoice that sales order line until the purchase order has been received. I am wondering if anyone in the community has run into this before.   Any suggestions on how to generate purchase orders from invoiced sales orders without having to create the purchase orders manually.Thank you.

Hi,I have a question. I have multiple tabs in my screen, also all the tabs have different table. ( multi-DAC Scenario) and when I have use PXOrderedSelect  on the multiple tabs so that I can perform drag and drop on tabs., but still it works for single tab only.As you mentioned in above solution that PXOrderedSelect  can be use for multi-DAC scenario, but in my case it is not working.Any suggestion or solution for PXOrderedSelect  to be worked for multiple tabs. Thanks,Dhruv

 Hi~I was trying to reopen the lost Opportunity from Import Scenario, But I faced the error below.I tried to manually reopen it, and it succeeded. I also tried to add Detail Dialog, but it failed.Shall I try to add Transition Parameters for ‘Reasons’ and ‘Stage” to figure it out? or what should I do?    here is the error shown on the trace.

In some past release the ability to edit the Tax Zone on Business Accounts was apparently disabled.  My “forever a prospect, never a customer” Business Accounts have the proper Tax Zone set (but now not editable) while new prospects stuck without Tax Zone.  When creating the Opportunities for these extra care must be taken to set the Tax Zone there.  As this is normally populated automatically, it is often missed.  Quote (in our case Project Quote) generated before the missing taxes becomes evident.Was the Tax Zone disabled by design?  ...and for what reason?If not, is there an easy fix?

Hello,        Does someone know how can I use the translation directly on report?          I mean the user does NOT have to select the run with locales,             Every time, he run the report by default, the item description will display both Chinese and English

Is there a way to list the file names of attached documents that are under “Files”.? My ultimate goal is to be able to filter appointments that have signatures attached since the naming convention of signed appointments have the work “signed” in it. Or is there an easier way to achieve this?

Hey all trying to modify the ScanMove Screen in two ways;Combine the Production Order ID and the Operation ID in a single scan.  Currently you are prompted first for the production order id then for the operation id.  So the change would be to maybe add a new scan item that parses to the two fields and then skips the two fields after populated, or anything that would combine the two.  Don’t care just need it to work Add the Scap quantity into the grid on scan move.  Its not there.  Its there on the move screen but we forgot that one for some reason.  Both of these tasks sound very simple but access to everything in the Automated Warehouse Operation Engine it is not.  Everything seems to be in a sealed class or so far abstracted down the line that I can’t get to it. Examples are skimpy to say the least and none Add a new barcode scan item (there is one that you add a cancel button scan but thats not what I am looking for).   Injection is used to modify code and I can change the order of

When editing a purchase order, the order needs to be put “on hold” before the edits can be made.Its super easy to forget to “remove hold” after the order has been saved. Is it possible to change the config so that when an order is saved after editing, the hold is automatically removed?  If someone forgets to remove the hold, the order is essentially invisible which can result in another order being placed as Acumatica thinks the stock is no longer on order. 

 Hi Team,We don’t want to scan the Original location. Directly scan the destination location, and then scan the item.  When we scan the Item, it should take the default location from the item as the Original location.We are trying to override the ScanMode related methods, which doesn’t help.Any inputs or references on this are much appreciated !!  Thanks & Regards,Vidyakeerthi K  

Can someone confirm if this is the correct QtyOnHand calculation? We encounter the following scenario frequently and it seems like a bug.When a shipment is invoiced and the invoice is created with the “Credit Hold” status because of the customer payment terms, the stock item from the shipment still shows On Hand at the origin warehouse of the shipment until the Invoice is Released.I’m not understanding it what scenario a company would want to report already shipped inventory as still at the origin warehouse, just because the invoice has the Credit Hold status. What am I missing here?

I have done some significant testing of MRP. I am unable to find a way to honor a Max Qty of an item. MRP is only suggesting orders for safety stock up to the Reorder Point. I have two clients that would really like to be able to populate both a Reorder Point (min qty) and a Max Qty for their items. Once they drop below Reorder Point, they would like a suggested order up to the Max Qty. Otherwise, as soon as you issue or sell one unit, you are back below Reorder Point and MRP suggests another purchase of 1 unit. This will lead to many additional purchase or manufacturing cycles. Inventory Replenishment handles Reorder Point (min) and Max Qty as expected.Is there anyway for MRP to honor a Max Quantity on its suggestions? How are others handling this?Thank you,Greg

Does anyone know if you check the box for use catch up contributions if it will look at the birthdate in the system? So, if you check it for everyone, even if they are not age 50 or older, it will look at the birthdate and NOT the check box? 

In Acumatica 2024 R1, has the feature of using two Generic Inquries with each other been implemented? I was reading the Developer PDF for 2024 R1 and nothing was mentioned about having the ability to use two Generic Inquiries with each other.

Hi all,I’m trying to set up an email template for our users so when they receive a Task notification, there is a direct link to the Task for tasks listed on ScreenId=EP4040PLI have this dynamic link in the body of the email:((GeneralInfo.NotificationSiteUrl))/Main?ScreenId=CR306020&NoteID=((PMTimeActivity.NoteID)) However, PMTimeActivity.NoteID doesn’t pull the specific note.When I drill down into a specific Task, here’s what the NoteID looks like in the URL:How do I dynamically load a specific task using something like ((GeneralInfo.NotificationSiteUrl))/Main?ScreenId=CR306020&NoteID= Thanks!

Good day,  Is it possible to add multiple payments ex 100+ via a singular api call? We’ve had a look at the following api call (screenshot attached) which supports the addition of a singular payment on the system. Our goal is however to add payments via a batch process. Kind regards,Alecia 

Client is doing testing from 22R2 to 23R2 and came across the warning “The selected project is billed using pro forma invoices. Manually created AR document will not be tracked in the project budget on the Projects (PM301000) form and will not be shown in the project-related reports.”We see the data on the budget lines of the project so we are wondering what this warning means. After doing some research in the community and release notes I don’t see what they are talking about. Could someone enlighten me? 

Hi there. My company lately has been working on getting our customer portal up and running. As of now we are really only focusing on making it so that customers can view their Invoices/Statements online and make payments online.  I have been working on getting everything up and running by using a local sandbox to test out the portal and see what we would need to do before going live.  I was planning on using Authorize.Net since it seemed to be the most compatible payment gateway.  I have unfortunately just been made aware that as of 2025 R1 Authorize.Net will no longer be supported, and that Acumatica Payments will instead be supported for versions after 2023 R2. (See page 7 of the 2024R1 build guide: https://acumatica-builds.s3.amazonaws.com/builds/24.1/ReleaseNotes/AcumaticaERP_2024R1_ReleaseNotes_full.pdf) Unfortunately, we just upgraded to 2023 R1 around this time last year, so that puts a bit of a damper on our plans. Regardless, I am prepared to start from scratch and get to work

Dear community, The product engineering team is investigating various situations and real-life scenarios that happen around tax calculation upon purchase and use of material for projects.In particular, we would like to hear from you what’s a typical practice today in the following cases:What does a construction company do, ifThey bought material for a specific project, paid use tax for it. After the work was completed, they returned the remainder material to the vendor. Will the construction company claim the respective portion of the use tax from the tax authority? They bought material for a specific project, paid sales tax to the vendor. After the work was completed, they decided to sell the unused remainder material on the market. Will the construction company claim the respective portion of the sales tax from the tax authority?Your thoughts and feedback will be greatly appreciated.Thank you in advance! 

Hi Guys,I am working with 23R2.I have encountered an error where my custom action, in an extension of the MoveEntry graph, gives me the error:Cannot insert duplicate key row in object 'dbo.PressGlueLogHeader' with unique index 'PressGlueLogHeader_NoteID'. The duplicate key value is (b74bff6a-8e54-ef11-af2d-b81ea4b981b6, 2).The statement has been terminated.Below is my MoveEntry Extension:public class MoveEntryQCExt : PXGraphExtension<MoveEntry>{ public static bool IsActive() => true; #region Actions public PXAction<AMBatch> StartQCChecks; [PXButton] [PXUIField(DisplayName = "Start QC Checks", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] protected virtual IEnumerable startQCChecks(PXAdapter adapter) { var moveEntry = PXGraph.CreateInstance<MoveEntry>(); if(moveEntry == null) { return adapter.Get(); } var qcEntry = PXGraph.CreateInstance<GCQualityControlEntry>()

Hi Community,here I have a requirement to add a external link to the email template. for an example, i need to add a link where customers can view the quotation and approve it or reject it. is it possible to do with the system. is there any feature for such requirement. refer attached email template sample.     

I acumatica how to get Bussiness date with time in our graph on button click  

For example : customer wants to buy 500 items , but we have only 499 in the warehouse (500-499 = 1 item out of stock) . We would like to record this as lost sales.

If I set moving average for Replenishment source : PurchaseWill the same moving average also be automatically considered for Replenishment Source : TransferIn the below , if moving average is set for warehouse 1 , will the same moving average apply to warehouse 2 , 3 and 60 ?  

Hi there, I have a requirement to read the Production Order Nbr. from Excel file and update the Select checkbox accordingly. I tried adding a ‘Load Records from File’ function to Release Production Orders screen by setting the ‘Allow Upload’ in Customization Project Editor to true and extended the graph by adding the PXImport as shown below:public class ReleaseOrd_Extension : PXGraphExtension<ReleaseOrd> { public PXCancel<AMBatch> Cancel; [PXImport] [PXFilterable] public PXProcessing<AMProdItem, Where<AMProdItem.statusID, Equal<ProductionOrderStatus.planned>, And<AMProdItem.hold, Equal<False>, And<Where<AMProdItem.function, Equal<OrderTypeFunction.regular>, Or<AMProdItem.function, Equal<OrderTypeFunction.disassemble>>>>>>> PlannedOrds; public PXSetup<AMPSetup> ampsetup; } However when I tried to upload the Excel,