Discussion Forums

I am looking to see if anyone else has explored or built a solution for the following idea. When working on enhancements and customizations for altering how we use a certain field or what values we use, I would like to have the ability to find all processes and screens where that field is used.Example use case: we are working on reducing the number of sales order types we use and introducing a new sales order type as part of a process improvement project. I know that we use the sales order type in many processes to determine the type of order and actions needed to be taken. I don’t want to miss any of the GIs or business events dependent on the sales order type - and I would rather catch this before testing every process in the system.My current idea is to create a GI for each process and search all the DAC fields that could reference a table or a field in that process configuration. So, in the dependency check for GIs, I will have a GI for the tables, relations, conditions, parameters

I am trying to create a very simple custom report, i based it on a GI that works just fine. The goal is to first put in a customer, then to select one of the customers locations. (all based on the SOOrder table)However, in the report i cant get a simple Parameter dependency to function even after following several online threads on how to update the report from the GI.I added the “,CustName” reference to the end of the GetFieldSchema, just as suggested in topics and as I saw it done on some stock reports, but the field never populates no matter what customer is selected.I have this sneaky feeling that i’m missing something obvious/simple and I hope some fresh eyes will be able to point out what I missed.Edit: The CustName parameter works fine, it filters the report as intended.

Hi Everyone,In the Shipments screen, I have introduced a new custom field i.e ShipmentNbr (Text Field) to scan the Shipment Barcode. In the Desktop, when we enter a value in the ShipmentNbr custom field, then in the field updated event, I’m updating the value in the actual Shipment Nbr field and details are loading properly.  (Please find the screenshot for your reference). Where as in Mobile, when we try to scan the Shipment Nbr using Custom Field (Barcode scanner field), it is scanning successfully but not updating the value in the Shipment Nbr (Default Acumatica field). Can you please help me with this?     add screen SO302000 { add container"ShipmentSummary"{ add field"ShipmentNbr"{ special = BarCodeScan } add field"ShipmentNbr_" add field"Type" add field"Status" add field"Operation" add field"ShipmentDate" add field"Customer" add field"Location"{ special = BarCodeScan } add field"Workgroup" add field"WarehouseID" add field"Owner"

My team is beginning to implement production and purchase orders into the company, however, we have discovered that both are defaulting to the same location: receiving. This is fine for the purchase orders, however, the production orders need to go to shop done, but are defaulting to receiving despite not belonging there. Is there a solution to fix this?

Unable to Map the Template Item to a child items even I selected the ‘ Allow Edit Template “ in item class and No open Orders as well. 

the two companies need to have independent Customers, Vendors, invoices, PO etc…  How can this be setup  

When doing an Import Scenario creating Contacts is there a way to make sure it does not create Duplicates if the Contact already exists?

Does anyone know if there is a way to require Sales Allocations in order to create a shipment but prevent the auto allocation during order entry?I’ve tried utilizing the SO order type and enabling the “Require Stock Allocation” but that just makes it function like the SA order type which will allocate at entry time.This is causing issues where production could receive in production orders creating inventory on hand for an item. Then a new order is entered and consumes the new inventory before the allocation process allocates to a back ordered line.

Hello Everyone,We are working on a custom screen with 2 dropdowns, to load attributes as multi-select Combo.If we try to load all attributes, able to select save as expected. When we try to load the dropdown with some filter like load attributes based on Item class selection(Other field), dropdown values are loading as expected, however, while saving the record, selected values are getting cleared. Any input on this behavior is much appreciated.Thank you !! Best Regards,Vidyakeerthi K   

Hey, So I am creating a dashboard for individual sales representatives at the company and we need to have them able to view key performance indicators but would like to not allow them to view this data for sales reps other than themselves. Is there a way to use a GI for the widget without them being allowed to go to the GI and access the data of the other users?

I want to schedule the day and hour in Planning Board of Mnaufacturing Order manually! This is posible. But here comes the problem:Each time after saving the new scheduled date the System is reset the date and time on original values? (System is not keeping the manually changed dates!)I am using Acumatica 2021R2 (21.209.0034) Does anybody have some idea what could be wrong? Thanks a lot! 

Trying to make a Import Scenario that deletes old, outdated Sales orders.  When I run the Import, i get the following message:What is a View Name: Document error?  I’m assuming it is something tired to the refernce for the Key item Order.Type and Order.Nbr, but not sure what the fix is.Also, is there any good training out there on Import Scenarios?

I have created several stock items using the create template item functionality.  I set the pending cost and pending cost date on the template.  The items are created with the pending cost and pending cost date, but they don’t show in the Update Standard Cost process list.  Items created normally are listed in the Update Standard Costs process window.

Hi!looking at the project dashboard in the sales demo, I am getting this error when switching between projects.  I have a feeling this is in regards to a table but I am not sure.  Has anyone seen this and been able to resolve? 

While working on entering the employees into "Employee Payroll Settings", there are a couple of setup concerns/questions: The system is allowing me to enter all Social Security #s as the same number. I'm not getting an error message that the number is a duplicate or already used.  One of our employees' tax setups in Sage has their Federal Withholding at an "Additional 25%"...not a dollar amount.  The PR Settings does not allow a percentage...only an amount.Please refer to the below screenshot 

MRP/Inventory Planning Display shows the demand type and related transaction, whether a sales order, forecast, safety stock, production order, etc. for the recommended supply order to be created. However, once the supply order is created, the demand type and related transaction do not follow with the related supply order. I have dealt with several clients who want this logic in MRP especially for created production orders (which sales order and customer?) and for create purchase orders (which production order or sales order?) The create purchase orders and create production orders are not great solutions, because they would like to have everything work through MRP and without the auto-allocations of the other screens.

I’ve done this but there is one problem.  This is in reference to a custom PRO/Invoice report (PM641000).BACKGROUNDProject Transactions are being used to record time expenses from another software - no GL, just charging the project.  There are three custom columns on the Project Transactionsone for the Retail/Rack Rate of the time being spent one column for the rate that the customer will be charged for the time one column for the BTA ID (block time agreement ID). The Block Time Agreement lowers the Rack Rate to the Customer Rate.Data in all three of those columns is to show on the PRO/Invoice. The custom columns are not pushed to the invoice. The Customer Rate is being used in the T&M Billing Rule. That’s working nicely.The T&M Billing Rule has two steps that use the same Income Account Group.  The first step charges the Customer Rate and produces a positive row on the invoice. The second time it is used, the T&M Billing Rule checks to see if a BTAID exists on the PMTran a

Vendors have some general purchasing requirements that are indicated in Attributes on the vendor profile:We need to display these values in the summary area on the Purchase Order form for comparison as POs are being finalized. We know doing so on the main summary area would require some customization, but we were trying to figure out if we could tie a UDF to that attribute based on the vendor indicated on the PO.Any thoughts would be appreciated. The hope is we are missing something simple...

Hello,I am attempting to create a GI that will tell me how many quotes have been generated from opportunities and what was the dollar amount of each of those quotes.When we quote from opportunities, we are often bidding. As such, our first quote isn’t always accepted, but the door is still open if we gain approval to drop the price.When this happens we generate another quote tied to the opportunity and mark that quote as the primary, so to maintain the full history of the opportunity.However, on my GI, I only want to count the primary quotes. When I attempt to do this in conditions, I can not filter the CRQuote.IsPrimary data field. So, my GI is essntially totaling the dollar amount of all quotes instead of the primary.I feel that this is surely possible, so I must be missing something? Any help would be greatly appreciated.This is the quotes tab under the opportunityThis is my GI. Skips orginal quote nbr. Sums total under most recent quote nbr. 

How do I deactivate a branch that is no longer being used in a live Tenant.I have gone into the branches and uncheck the active box for the branch I want to de-activate, BUT when I do that and SAVE it goes back to active.

Getting this error when trying to add SalesOrder , not sure what is meant by this errorTax DEFAULTID was not imported. Error: The DEFAULTID tax cannot be applied to the document because there are no document lines whose tax category contains the DEFAULTID taxI already have  the  DEFALUTID tax defined and linked to the Tax Category correctly

I am trying to solve this below problem on the Project quote form and seemed to be going in circles for some time now hence posting this.I am trying to Print a project quote and group this based item classes. This is grouping correctly, however the issue I am having is to print the description of the parent item class description in the group header. This is currently printing child item class description.Because the way the lines are being sorted the child item class is picked based on the line sequence.The outcome I am expecting on this is the first image the item class should be Video conference equipment, second image should be source equipment.Any suggestion would be appreciated. Following things I have tried are as below (Images as below)Different sorting used to sort based on Qty and Total amount. change groupings   Grouping and sorting as below.   

I want to split the description as below.“Video Conference-Non stock” item.I am not sure as to how do I split this or get data to the left of ‘-’I did try using the Instr and Strrev function to no avail.Can I please receive some suggestions on this.