Discussion Forums

Hi community members! I am looking to build a GI that lists all Vendors and the Date the Last PO was placed with them. It would be nice if the last PO number also was returned. I have left joined the Vendors to the PO’s and have the dates and fields mentioned above but, of course, the vendor repeats with each different date. I tried to use a Max formula on the PODate field to get the most recent but, no luck. I also tried grouping but the date returned is not always the Last PO Date in the system. Any ideas on how to accomplish this? 

Hi Sir I have set a recurring transaction , start date is 1 Nov , run at every month and end of the day.However , i did not see any recurring transaction generate on 30 Dec 2020 for the below, does it mean i  need to go recurring transaction to “ RUN NOW” instead system can run it for us?  

We have a few of our generic inquires that have disappeared on our favorites screen and we are now unable to even search for them. We now have to go to generic inquires, type in the inquiry title, and view the inquiry to get the needed information pulled up. Any advise on how to fix this or how this may have happen to begin with?

Hi, We are trying to create a process similar to the Dunning Letter process for a client as it is unavailable in their current license level, and they understandably don’t want to upgrade just for a single feature. I have created a generic inquiry that finds all the customers with overdue invoices, and then created a business event that sends out reminder emails based on the records in the Generic Inquiry. The client would like this to function like processing screens such as Print Statements where they see a list of the customers who are overdue, tick a box next to the onces they would like to email, and then trigger the Send Email action. The closest I have gotten to this is shown in the images below. The first image shows how I have set up the Entry point of the Generic Inquiry to be the Invoices and Memos screen, and ticked the 'Enable Mass Actions’ checkbox. The second image shows how I have added the Send Email function to the Mass Actions tab. The third image, which is the final

As a new user to Acumatica I am trying to figure out how the software works and there is one thing that I just can’t figure out. I was wondering if there was a way to run a sales report. Specifically is there a way to see what the sales are by day/month/year?Basically a report that shows the date, and how much was sold that day/month or year? After looking all over the place on the Acumatica software I can’t find it anywhere. If it isn’t possible then I will save a ton of time looking for something that isn’t there. Thank you very much.

We recently upgraded to 24R1, Build 24.109.0016.  We have a cloud installation.We are trying to copy Live information into our “Test” tenant.Normally we would export the snapshot, and then delete a few of the big files (like audit and emails), then upload the zip file.  This time however, we could not edit the zip file.  So we extracted it, removed the two xml files, and then zipped it again.  We couldn’t upload the zip file.This has never been a problem before, and we have tested this problem on two PC’s.Any idea on why this problem is occurring now and not in previous releases?  Also, a local copy of 24R1 doesn’t cause this problem, it’s when we are uploading it to cloud that we have an issue. 

Hi All,When performing multiple publish, most of the access roles are affected, and previous access configurations are removed. Can’t identify reason for that. Could you please advise why this is happening and how we can resolve it Thanks

Hi All,Please be aware that I need a comprehensive access report from Acumatica. Currently, there are no reports available that provide field-level access rights; the only existing report covers screen-level updates.Thanks 

Here’s what I’m doing now in SOAP to Record a CC payment:            var pymtSchema = _context.AR302000GetSchema();            _context.AR302000Clear();            var commands = new List<Command>();            try            {                _context.AR302000Clear();                commands.Clear();                commands.Add(new Value { Value = "Payment", LinkedCommand = pymtSchema.PaymentSummary.Type });                commands.Add(new Value { Value = paymentRefNbr, LinkedCommand = pymtSchema.PaymentSummary.ReferenceNbr });                commands.Add(new Value { Value = bt_transactiontoken, LinkedCommand = pymtSchema.PaymentSummary.PaymentRef });                commands.Add(new Value { Value = bt_transactiontoken, LinkedCommand = pymtSchema.RecordCCPaymentCCPaymentData.PCTranNumber });                commands.Add(new Value { Value = "OK", LinkedCommand = pymtSchema.PaymentSummary.ServiceCommands.DialogAnswer, Commit = true });                commands.Add(pymtSchema.Actions.R

Since converting from SOAP, I’ve run into C# issues related specifically to the Sales Price (AR202000) page.  For instance, when using a PUT method to create a brand new Sales Price row, I need to use a CancellationToken to timeout after 5 seconds.  Otherwise, I need to wait 5+ minutes to get a response back (InnerException: Error while copying content to a stream).  This is very strange since there is no wait time at all using Postman.  This isn’t my biggest concern since I’ve worked around it with the timeout/cancellation.My biggest problem occurs when using a PUT method just to retrieve a Sales Price row (using InventoryID/PriceType/PriceCode).  This can take anywhere between 1 second to 5 minutes just to retrieve a response.  I need to do this to retrieve the RecordID, which is a new REST requirement for deleting specific SalePrice rows.  I don’t receive any response errors like I do trying to create the Sales Price row.  This is drastically increasing the processing time compared

Here’s the URL I tried with a POST method in Postman:https://sandbox.com/AcumaticaERP/entity/Default/22.200.001/Payment/ActionName Question: is there a way to pass a value to the popup window that is display when the Action is invoked?  maybe I also need to pass something so it can submit this value?I tried to add the popup box field name but it’s not working...{    "entity": {        "Type": {            "value": "Payment"        },        "ReferenceNbr": {            "value": "598035"        },        "PopupFieldName": {"value": "abc12345xyz"}    },    "parameters": {}}

Client wants to drop licensing for a couple of items.  I have not had this before.  Are there issues/concerns or does ACU just give them a new license and the feature is disabled?  Any data concerns etc.?•    Looking to remove CRM and Case Management •    Looking to drop multi-currency as well

 Hi Community,The error i am getting, is when my service order record has records under the details tab. When i go to the Financial Tab and try to change the billing customer field i get the following error:  Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field BillCustomerID: Unable to cast object of type 'PX.Objects.FS.FSSODet' to type 'PX.Objects.FS.FSSODetEmployee'.. This version of acumatica is 2024R1 and is one of acumatica screens where i have not done any customization to it. Any help will be appreciated. Regards,Joshua

We have an income statement that is using a Unit Set.  We have multiple branches within our organization and many of our reports use the =Report.GetDefUI('RowCompanyBAccount.AcctName')  to retrieve the correct branch name on the report.  After going thru this upgrade last week, I ran the report for this period and it shows the correct name on the consolidated report, but when you click on the symbol to retrieve the Unit Set breakdown, it renders the wrong company name.  I fixed this by hardcoding the name on the report (we don’t usually share the column sets between branches), but am curious if anyone else has encountered that or had it fixed.  Is it a GI issue that is easily modified?

Hello Acumatica Community,What service have companies used for “simple” sales tax rate updates in Acumatica?  We are not looking for something like Avalara but just simply update the rates inside Acumatica for the states there is nexus.   Thanks,Nirav Shah

need to create a custom format AP Aging Report and change the cheque print layout. Both items are purely formatting. can you walk me through how to do this and help out with code?

I have created a few fields in BAccountExt as shown below and placed them under a custom tab in Customers screen:UsrValue1 - string UsrValue2 - string UsrValidValue - boolean (field disabled to disallow manual update) UsrValue1ValidatedDateTime The flow of this customization is when validateValue action button is pressed, it will trigger validation on UsrValue1 and UsrValue2 via API and return the status (true/false). The status will then be saved to UsrValidValue field, and the validation date time will be recorded in UsrValue1ValidatedDateTime field. The action button code is as shown below: protected void validateValue(){ bool flag = true; Customer customer = (Customer)Base.CurrentCustomer.Current; if (customer != null) { // Retrieve customer's BAccount from the current context BAccount customerAccount = Helper.GetCustomer(customer.BAccountID); BAccountExt customerAccountExt = customerAccount.GetExtension<BAccountExt>(); // Retrieve comp

We automatically updated to 2024 R1 last night. Since then, the quote screen PM304500 is no longer linked to a printable report, as you can see here:Has anyone else had this problem? Any simple solution?

What if the vendor charged tax is different form the ISV calculated tax?  How does Acumatica handle that?  Is there a setting or configuration to do a tax adjustment?

We are a Canadian company, and we started taking orders from the US.  Our default currency is CDN; We have enabled multicurrency in Acumatica.  We are using Shopify for the POS and the online store; the Sales Orders sync just fine; however, the payment part is failed to sync with the error “Inserting 'AR Payment' record raised at least one error. Please review the errors. ARAccountID: Denominated GL Account currency is different from transaction currency.” We are not sure if we have missed configure anything in the Payment entity.  Hopefully, someone has successfully configured to sync for multicurrency ie. Shopify and Acumatica.  Any suggestions would greatly appreciate!

The feature to convert stock to non-stock (and vice versa) was added a few releases ago, but with significant limitation (the function is unavailable if any of the following are enabled: Manufacturing, Projects, Time Management, Service Management, Payroll) When will this be available with these enabled functions? 

Hello  Some users are experiencing the error below when trying to export Batch Payment files.  Admin is able to do this so I believe it is a permissions issue.  I have gone through to test giving access to screens like files, file maintenance, export scenario and have not had any luck.   Has anyone else out there experience/resolve this error?   

I’m playing around with extending workflows. In this case I’ve added an Action to SOOrderEntry in my graph extension. I’ve created a workflow extension as well. While my code compiles, I get an error displayed on the login screen:When extending a cache, cross references are not permitted: CustomerOEMods.Workflow.SOOrderEntry_Workflow -> CustomerOEMods.Workflow.SOOrderEntry_Workflow. The class definition for my workflow class is as follows:public class SOOrderEntry_Workflow : PXGraphExtension<SOOrderEntry_Workflow, SOOrderEntry>{}The definition of my graph extension of SOOrderEntry is:public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>{}Are these definitions incorrect? I’m following T270 as it covers adding an action to the SOInvoiceEntry workflow.I’m not sure what I’m missing.

Hello,I am trying to update the Latitude and Longitude on the Customer Master screen under the Shipping Tab via Import Scenario.  If I choose 1 record to process, it works perfectly fine.  If I try to do more than that, it says it processed them but the data is blank.  I have no clue what is causing this as I’ve done other imports for other aspects.  Any help would be greatly appreciated.  I have attached the XML of the Scenario.

We have a report that prints the pack list along with Lot Serial Nbr. Currently the items on a shipment are repeating multiple times because the items are located on multiple locations.   Current OutputHow can we display items along with lot serial number, total shipped qty but not have it split these lines based on location? We currently have it grouped by Sales Order Nbr and Order type.    I have also attached the rps file of the report for reference. Thank you for the help in advance!