Discussion Forums

Hi,I have recently set a client’s AR Aging report to display by Document Date, as shown in the second image below. However, in the AR Aging report, they have noticed that credits are still showing in the current column when they should be showing in a different column. For example, the image below shows how both the credit and invoice have the same document date. However, the credit is sitting in the current column and the invoice is in the last column.  Is there a reason why credits would be sitting in the Current column? I was thinking it could be because they were not yet applied to an invoice, but wasn’t sure if this was the case. If these credits are in fact displaying in the wrong column, what would you recommend I change in the AR Aging report to amend this? Kind regards,Andrew  

Looking for report ideas or recommendations to get to close rates by customer (Percentage of opportunities are being won by customer in quantity and dollars).  Thoughts? 

Will someone tell me your best process for moving revenue from 1 project to another project?  We need to do this in a way that will have the Project WIP Billed to date report correct as well as the AIA reporting. Example:Project XYZ has revenue (billed to date) recorded to it from migration and should have gone to Project ABC Currently the AIA and Project WIP reports are reflecting that Project XYZ has the revenue (billed to date) We want the AIA and Project WIP reports to reflect the Project ABC has the revenue (billed to date) Thanks

Does Acumatica save the release date of AR invoices when using the "Release" button?In Acumatica, the "Save Date of Release" button for AR invoices is a feature that allows users to record the date when an accounts receivable (AR) invoice is officially released. This date can be crucial for tracking the invoicing process and ensuring accurate financial reporting. By saving the release date, businesses can maintain a precise record of when each invoice was finalized and sent out, aiding in compliance and financial audits. This feature helps streamline the invoicing workflow and ensures that all invoices are processed and recorded in a timely manner.

Hello,We have two retail stores that are setup as two separate Branches in Acumatica - say Branch1 and Branch2. On Shopify POS each retail store is a separate Sales Channel - say Channel 1 and Channel 2. I have been unable to find a way to map or tell Acumatica that Shopify POS Sales from Channel 1 belong to Branch1 and Channel2 to Branch2. All Shopify POS Sales fall under the same Acumatica Branch. Is there a workaround or a setting I am missing? Thank You

Hi,I want to create a Generic Inquiry (GI) to retrieve the "External Link" associated with a file from the File Maintenance screen. I tried the "UploadFileWithIDSelector" DAC, it doesn't display the external link for the file.Ultimately, i would like to have an Active Link on my GI, allowing users to click on the External Link to view the attached file.Many Thanks   

I have been asked to create an Activities tab on the Service Orders screen.  The customer doesn’t need everything that is on the Projects Activities tab, but I thought it would be a good place to start.There are several Acumatica screens that have an Activities tab.  I’ve looked at the graphs for them and they each point to their own respective tables.  It doesn’t look like there is a default table(s) that is used to house Activities.  The ASPX looks very similar in them, but the code to drive them is definitely different.I can only imagine that the Activities tabs on the various Acumatica screens utilize common code for events.  It seems like if I add the ASPX from one of the existing screens and tweak it to remove the things I don’t need, I would still have to create my own SQL tables and DACs for this.  I am at the “can this be done reasonably easily” phase.  I need to know if this is a feasible thing to do so I can go back to the customer and give them a quote for the project.  I d

Hello,I was wondering if there was a way we could have the Activities Tab on the Customer Master sort by Start Date “Descending” by default.  That way our sales team doesn’t have to do that to see their most recent activities every time they open the Customer Master screen. 

Is there a way to add a rule that is applicable to bills for a new vendor? 

Hi All,Are there any guidelines/recommendations around custom DB Triggers in Acumatica tables that would help me assess whether it is a good or bad idea to add them?I have another team at my company that develops custom web application that integrates with Acumatica.They need fast sync of data from and to Acumatica, and they have already built a process that relies on LastModifiedDateTime of a record (such as SOOrder, SOShipment, InventoryItem, etc).What they don't like is that LastModifiedDateTime seems to be calculated by the code, not assigned by SQL, and this makes rear cases when record updated later can get LastModifiedDateTime which is not the most recent one.To "overcome" this issue they want to add new custom DateTime fields in Acumatica tables and add triggers that will populate them as soon as update/insert has happened.I’m looking to hear from community about pros and cons of this type of changesBest regards,Andrey

How do I enable a document-level discount code for a Customer that must be manually entered on a Sales Order?I created a Discount Type (Group), a Sequence, and applied it to my customer. Now it auto-applies this discount on every sales order for that Customer. I just want it when it is asked for directly by the user. I assume I’m just overlooking a toggle somewhere. Thanks!

Hi,Is there a report in Acumatica that show a summary of payment and by types made for a select period of time?Thank you.Raymond

Recently came across a webinar on YouTube regarding Avalara integrations hosted by Evgeny Kralko from Acumatica:  I’m reaching out because we’re facing a challenge with our tax reporting. Specifically, our customers require detailed line item taxing information for audits, and we currently use Avalara for tax calculations. However, it appears that Acumatica may not store line item taxing details, although we have seen this feature available in other systems.Could you confirm whether line item taxing details are part of Acumatica’s roadmap? If not, are there any known workarounds that we might implement to achieve this functionality? We have a team of in-house developers who could assist with this.Thank you,Anna  

We send out a survey to our customers when a case has been closed and currently, the survey is sent every time the case is closed. So if someone reopens a case then we close the case again it sends them a second survey. To try and get this to happen only once we tried creating a custom field checkbox called do not send survey but we want this field to be checked by a business event once the case is closed. I tried setting up this business event but wasn’t sure how to get the field to auto-check as we want this to happen on record change and the import scenario is not available on that type of event. Any help would be greatly appreciated. 

Need to add a new column to the Details tab of the purchase orders screen and display the item class (ItemClassID) in it. item class belongs to InventoryItem DAC. in the Details tab use a View called Transactions, but that View didn’t contain the InventoryItem DAC,public PXOrderedSelect<POOrder, POLine, Where<POLine.orderType, Equal<Current<POOrder.orderType>>, And<POLine.orderNbr, Equal<Optional<POOrder.orderNbr>>>>, OrderBy<Asc<POLine.orderType, Asc<POLine.orderNbr, Asc<POLine.sortOrder, Asc<POLine.lineNbr>>>>>> Transactions;so, I need to override this, View. I just need to add this column to the Details tab, other functionalities should keep same. I create a Graph extention and create a View with same name, Transactions as bellow.  public PXSelectJoin<POOrder, InnerJoin<POLine, On<POLine.orderType, Equal<Current<POOrder.orderType>>, And<POLine.orderNbr, Eq

I forgot to lock the period for AP and there were some transactions posted AFTER the cash reconciliation was completed.Is there a report that can be run to see what entries were made after the cash recon was completed? 

Hello Community,I just have installed a new Acumatica instance, but I am not able to login as it shows the following error messages: And the logs for this are: i tried to restart my DB, still not able to resolve the issue

Good day,I developed a Dashboard for my Sales Director.  However, when make changes to titles, filers, etc..  He is not seeing the updates/changes on his dashboard.  He has access to the dashboard.  None are locked.What can I do to make sure that changes are sync so he see the updates and changes.  ( We I move a tile, it doesn’t change for him or update the filter.)  The plan is to set-up access for the Salespersons next.The dashboard owner is the Administrator Role.  His role is granted access.Your assistance is greatly appreciated.  Thank you@Evan G 

Would like to change the standard cost on a stock item, but we get the following error if there is a quantity in inventory.  I believe there is no away around this other than to adjust out inventory, make the change, then adjust it back in.  “IN Error: There is non zero Quantity on Hand for this item. You can only change Cost when the Qty on Hand is equal to zero” Is this correct?

Hello,I have created some custom validation fields that are specific to an order. When I conducted my testing, it brings these fields over. I figured out how to disable the native ‘Copy/Paste’ functionality, lots of good information here from the community on that, however, sales orders have one other option- ‘Copy Order’ action. I have tried field defaulting, field updating, and row inserted  event handlers. None of them trigger to nullify my target fields. I have looked through the source code and tried to attach to the IsCopyOrder attribute, which I think would work- but I don’t think any of the events are firing.. any help would be great. One of the ways I have tried doing it below- it prevents the Copy/Paste perfectly, but no luck with the IsCopyOrder side of it. protected void SOOrder_UsrBlyReviewedBy_FieldUpdating(PXCache cache, PXFieldUpdatingEventArgs e) { if (e.Row is null) return; var row = (SOOrder)e.Row; if (Base.IsCopyPasteCo

Is there a process that allows us to create a shipment document out of a return to vendor? Once the “return to vendor” process has been completed, our warehouse needs the ability to physically ship the products back to the vendor. We are currently using the ShipEngine integration and therefore would need a Shipment document created so we can create the shipping labels for the return.

Has anyone out there developed a functional supplier scorecard highlighting delivery, lead time, cost, etc.? We are only 6 months into our Acumatica journey, so have plenty to learn but thought I would reach out to get a little direction to start this project. 

Is there a way to directly invoice non-stock items through a Sales Order without creating a shipment? We have non-stock items that are job specific and need to be on the Sales Order. These non-stock items are not tangible products and do not require shipments.  We would prefer to steer clear from creating fake shipments and invoicing through AR since we would like to have a document that is connected to the specific Sales Order.  Thank you!

Hello,From the Cases screen, we added a selector-type attribute to connect to the equipment screen as a UDF.  The value shows up in a GI OK, but when I try to join on the value, it does work. The below join should be working, but it’s not. I can’t find the value in the CSAnswers table for this type of attribute. Anybody know where the selector attribute value is stored? 

Would like to print blank forms and reports to be used for ISO documentation.For instance, print a sales order confirmation form, but with no actual data on the form. I believe we’ll be printing these to PDF and blanking out the displayed values using a PDF editor. Any thoughts?