Discussion Forums

We have a report that generates from the Daily Field Report and it automatically emails a pdf to a project distribution list.  The report shows as many as 8 images on it, and because Acumatica can’t render HEIC files on the report, our users are uploading 5MB+ pictures to their daily field report.  The file that’s created for the DFR PDF is now in excess of 25MB and creates issues trying to distribute to external mailboxes.  How do I get the PDF to not be so big? 

Hi everyone,I have a customer who has a requirement like this. After they setup the project, they want to create a project budget, review it and then lock it. At the same time, they want to create a project budget forecast for this same project. If there are changes to the Revised budgeted quantity and Revised budgeted amount values in the project budget forecast, can they update the same columns in the project budget ? I have tried doing this, but when I click on the “Update project budget line” command in the project budget forecast, it does not update the same values in the project budget. Is there a way to achieve this functionality ?  ​Please advice. Thank you,Ashani Dias

How can we display due dates for Prepayments? Any suggestions ?

Good day,I’m having an issue with one of my sales orders. There is an unshipped amount outstanding in the sales order and I want to know where I can find the missing amount to fix it. Attached is the sales order and below it is the invoice for the order.Sales order Totals: Invoice Amount:  Thank you in advance for your valuable insights and assistance.

Hi,I am trying to set up an automation where, once a day, all opportunities with their stage set to Won will automatically have the Close As Won button triggered to change the status to Won and close it off.I am testing this in an Import Scenario and I received the following error. I have pasted the error at the bottom so it can be copied if needed.Is there a way to resolve this error? Let me know if you need any other information.Kind regards,Andrew   The document cannot be saved because the OpportunityAddressID (Opportunity Address) field in the database record that corresponds to this document is corrupted. Please try to save the document again. In case the issue remains, contact your Acumatica support provider for the assistance.

Hi,We are building an integration to Acumatica from iPaaS.com and are encountering an issue - we are not able to attribute payment to an order. We have tried multiple sets of sample data, but still can not figure it out. Here are some notes related to the sample data sets we have tried: u100 basic company - has cash accounts but sales orders are not enabled u100 has sales orders enabled but cash accounts are not displaying in UI Neither has existing sales orders to attempt adding a payment to Here are screenshots of the demo cash account configuration:Unfortunately, its the same as our original company:It cannot be added as payment:We created another account which is not defined as a cash account, but the same error occurs. We looked through the documentation and found https://help.acumatica.com/(W(2))/Wiki/Print.aspx?pageid=29cf6881-e21f-4130-94fb-f10bfd511ff7 where it says:  "You indicate that an account is used as a control account for a particular subledger by selecting the sub

Add new options in the source field but they are not reflected on the screens.these are the options I add for example:  

 How to get this Acumatica URl in code Currently i use System.Web.HttpContext.Current.Request.Url.AbsoluteUri.ToString() But some time it is null. So it not solve my purpose to get URL. Also some time PX.Data.Update.PXInstanceHelper.HostName is null

Hello, I’m looking to pull together a report or GI that can show our PM team the inventory that has been consumed (issued) by each of their projects. The report/GI would need to group together each SKU that’s been issued. For our company, we are issuing material as a way of consuming it out of our inventory and into either production in the factory or directly sent to the job site. For example, we have project A and B and inventory items 1,2 and 3. I need something that shows us for project A, how much of items 1, 2 and 3 have we Issued and the same thing for project B. I have looked into the Project Cost History report, but this doesn’t show us the SKUs that have been issued. Thanks!

When making a two-step transfer, there are more lines in the journal entry than the lines in the transfer, which are divided into many lines. 

Hello,Is there any way to add this table to the sales order GI? We want to add the shipping contact on the sales order screen SO3010PL, and I was not able to find this table in GI. We have the following tables on sales order GI now, and I don't know which one is the main table for shipping contact. 

Hi!I need a function than calculates the difference between two dates (in hours or days) taking into account the hours and work days, and exeptions (holidays) established on the calendar screen. Does anyone have something like this?I don’t want to make an overkill if someone already has it, if not, I’m planning on creating a function (code) that does that and can be used in the attributes of a custom field (self calculating), I will then use that custom field in my generic inquiry, the main issue is that I have to create a new field for every DateDiff that want to calculate…Would anyone find this useful?Thanks!

Hello,Is there a way to translate text attributes? I’m currently working on a translation project and was able to find, for example, how Acumatica saves translations for item descriptions and where translations for multi-combo attributes are stored. However, is there a way to translate text attributes?We have multiple text attributes assigned to different stock item classes:  I tried collecting unbound strings in the screen SM200540, but the values for the text attributes are not showing up:  I believe that Acumatica DB is prepared to store translations for this kind of attributes, but not sure how to do it:  I need to create GIs to export the original text in English along with the translations. So far, I’ve created views for the KvExt tables to use them in DACs and have the information available in the GIs. However, I would like to understand if I can populate the translation somehow using the standard solution for text attributes

To our clients looking to move to Acumatica, the Employee Time card function in Construction seems pretty cumbersome.   But I hope someone can point me to better ways to do the following:How do you enter a note for a specific day of the week that can appear on invoices?   The only workaround I can think of is to enter a line for everyday… OT entry seems cumbersome - Is adding a new line with the OT earnings type the only way?   Thanks.

Can anybody help me create a GI that will list Sales Order Numbers in the first column, then all related shipments in the second column, preferably in a comma separated list and hyperlinked back to the shipment.  I have seen this done in the MRP Screen Under Related Documents.  I will try to upload an example.  Sales Order Number Shipments SO00001 SH0002, SH0003, SH0004 SO00002 SH0005, SH0006, SH0007 SO00003 SH0008, SH0009  

IntroductionI am excited to share with you the Acumatica Business Events and their powerful capabilities for automating business processes through configuration. Typically, Business Events are utilized to trigger various actions such as Email notifications, Import Scenarios, and Mobile Push Notifications. However, during my recent exploration, I came to know that we can also invoke custom code alongside these notifications.In one of my projects, I encountered a unique requirement that I would like to share with you today. The scenario involved sending an email notification while simultaneously executing custom code to update specific details in custom tables. To achieve this, we can leverage the flexibility of Business Events by incorporating our logic within a custom subscriber. By doing so, the Acumatica framework seamlessly handles the functionality, eliminating the need to write the logic within the Confirm Shipment button or other areas.By taking advantage of Acumatica Business Ev

Running version Build 21.115.0017.I looked at vendor which indicated that I was the last one to make the change via the Audit History… screen menu option.My co-worker logged on and looked at the same vendor and looked at the Audit History and it showed that they made the last change at the same time.Then we looked at the same customer record with the same results. His view of Audit History showed that he made the last change and my view of Audit History showed that I made the last change.Has anyone else seen this?(note that the user timezone has not been set so the difference in the times are due to timezones)

Hi EveryoneRecently We observed the Negatie qty and amount while creating a RMA Order using Add Invoice. I verified in another 23R2 206 Instance and did not observe the same issue. Any suggestions

Any idea how to tie out consolidated Cash Flow to Balance Sheet with multi-currencies? We have a client having branches in two different countries and trying to build consolidated reports.

I need some help with managing serial numbers in Production Orders. I've generated serial numbers for a Production Order (see Line Details in screenshot 1). As I perform moves or labor transactions, I want to move these serial numbers to the next operation. However, I can't seem to select these serial numbers during a move transaction.For example, we might have three serial numbers for a job, but only two of them move on to the next operation while one remains for further processing.Can anyone guide me on how to track and move these serial numbers, assigned at the Production Order level, through different operations? These serial numbers are for the finished goods, not the materials.Thank you in advance for your help!  

We are experiencing an odd behavior related to the cost projections module, Projected Completed (%), and importing previous revisions. I’ll try my best to explain this one…When I import an Excel file that has Projected Completed (%) already populated from a previous revision… certain rows (screenshot below) aren’t adding up properly. It shows 100% complete, but why is there still values in the Projected Quantity to Complete (11.22)  If I manually override that 0 and enter ‘1’  in the Projected Cost to Complete, this happens. Gets closer to the real number.  Then if I switch it BACK to 0… it’s correct. I have seen other odd behaviors where it’ll be marked as 100% completed but there is still a Projected Cost to Complete therefore it throws off quantities remaining…Like this one - because it’s 100% there shouldn’t be anything in the Projected Cost to Complete column? The reason we’re exporting / importing right now is so that project managers can create a revision each week and not have

Hi all, I have this formatting for the Customers PL/GI -- if a customer status is One-Time, then highlight the row red: =Iif ([Customer.Status] = 'T','red20', 'default')But I would like a similar formatting in all Customer selection dialogs, like in the screenshot below. It would be great for our customer service reps to see One-Time customers highlighted red in dialog selections:Do I need to accomplish this with a customization? Is this where I do it?Thanks for any suggestions/pointers, this is all new to me! :D

Hi All, How or where do I fix a spelling mistake 

I’m trying to import around 20 to 50 items with different weights and lot codes into a Purchase Receipt. I seem to be blocked at the Lot Code Splits. I have included a screenshot of my Import Scenarios and my XML file. Am I able to adjust my Import Scenarios to include Line Splits for lot codes? 

Hello,We would like the user to have rights to change the shipment date in this pop-up box.Shipping from sales order screen.This date is not editable by the customer.The user does have rights to change the date here on the sales order which accomplishes the same thing.  We just prefer to edit it in the popup box. I can’t find the pop up box in the security tree to ensure it is enabled.Any suggestions? Thanks!