Discussion Forums

Hi!  I just took over AR and can’t seem to find an “easy” Excel report for my AR Aging.The ones I have pulled don’t have the Vendor Name on the same line as the invoice detail.  Does anyone have an easy solution?Thank you so much!

I am attempting to harden the IIS server for Acumatica. I’m following the CIS recommendation for this and similar instructions can be found here:https://www.tenable.com/audits/items/CIS_v1.8_MS_IIS_7_Level_1.audit:ecdf68afefe076d64ba1c06ce00fd629Upon doing this, I run into a problem within Acumatica, which is easily repeatable from the Sales Order screen. All records can be viewed with no problem, but going one layer deeper by attempting to open a specific sales order will result in a pop up error stating that “There was an error in the callback”. This occurs after editing the 64-bit version of the machine.config file.Doing some general searching on this, I cannot find anything that states that attempting to set this element to true will cause issues for Acumatica. Setting it to the default value of false, since the element does not actually exist to begin with, does not cause any issue.

Hi,  We are looking at the Replenishment reporting.  We need to plan for future orders, our lead times can sometimes take longer than 3 months to get a stock in. What we need is to be able to plan future requirements.Example:  We have 1 item in stock and 2 on order and there are 3 SO in the system 2 as back order but not showing up on the Replenishment section. So, in effect by the time, we receive the PO we are already out of stock.  So, we would like to be able to review everything in one place to plan future orders to ensure that we have SOH. Our Items are high value, so we don’t hold too many items at the same time.Is there another area of the system that we could extract this information without going through individual Stock items (Inventory Summary isn’t sufficient for our needs and SOH inquiry) Thank you in advance.

My company charges actual freight to our customers.  We collect payment for the product when the sales order is entered.  Freight is added before shipment is confirmed.  When the invoice is released a payment is created to cover freight.I get another process has updated the ‘ARRegister’ record.  Your changes will be lost error.  The following code does create the payment, but the payment staying in Pending Process status and the Invoice is not released.  I would like to be able to release the payment and the invoice.  Is there a way to do this?if (pay.PaymentMethodID == "TXCRCARD"){    if (doc.CuryUnpaidBalance > 0)    {        var invoice = Base.Document.Current;        var createPaymentDialog = Base.GetExtension<CreatePaymentExt>();        SOQuickPayment dialogInfo = new SOQuickPayment        {            CuryOrigDocAmt = balance,            PaymentMethodID = "TXCRCARD",            ExtRefNbr = Base.Document.Current.RefNbr,            Capture = true,            CashAccountID

Hi Team,Is there any report which can be used as GST return and schedules within Acumatica? One of our client’s need to get the GST returns and the relevant formats from Acumatica. Is is possible? Where to get? Thank You Yashodha

Hi,I am trying to export the formula which has 2 revisions created.When I perform prepare action on export by scenario it fetches records multiple time for both the revision.Is there any solution for not getting duplicate record on export scenario.See the attached screenshot for more clarification on issue: - 

I have create Process screen  I want to insert records in PXFilterProcessing view. But not able to insert records  

Hi I need to populate the value of the shipping terms field in the Customers screen into the sales order header in a custom field. How can I achieve this? This is my code so far.[PXDBString(100)][PXDefault(typeof(Search<Location.cShipTermsID, Where<Location.bAccountID, Equal<Current<SOOrder.bAccountID>>, And<Location.locationID, Equal<Current<SOOrder.shipToLocationID>>>>), PersistingCheck = PXPersistingCheck.Nothing)][PXUIField(DisplayName="INCOTERMS")]Please let me know if I’m implementing the right way, thank you!

Hi All,This may be something I am just missing or having a moment, but when I am trying to show an Account on a Balance Sheet and I put just Description, it is still giving me the Code. Does anyone have a way to get the code off the reporting, I want to show only the description? 

Trying to sync Sales Orders coming from Shopify and it has that error.I also tried for Customers created from Shopify. 

I think I’m not understanding the logic of the Process Invoices and Memos screen (SO505000) First - From the wiki, the only prerequisites mentioned for using this screen are:Email Invoice: Sends the selected invoices via email. The document selected for processing will be emailed only if the following conditions are met: This document has not been emailed before (the Emailed check box is cleared on the Invoices form). The customer account has the Send Invoices by Email check box selected. The Credit Hold check box is not selected for this document.  However - we are seeing that only invoices in a Balanced Status can be emailed from this screen. Once the invoices has been released, your only option to email the invoice using a process screen is from AR508000 This appears to be intentional, although not documented well in the Wiki. I have a hard time understanding why we could only send unreleased SO Invoices or released AR invoices Our issue - we would like to email the SO invoices da

Hello,I’ve not encountered this before.  Take a full snapshot of a tenant that does not contain the UOM “Bottles”.Restore the snapshot into a newly created test tenant.The Units of measure screen in the new tenant has “Bottles” (and a few more that do not exist in the source tenant.I have no idea where these UOMs could be coming from in the new tenant.

Hello all,I have been looking out for ways to find out the list of the transactions/master data where a specific subaccount has been used. How can I get the list?Any suggestions?Thanks.

I am creating forecasts for our revenue budgets by period. I would like a way to create a dashboard where you could see the project forecast visualized by period (i.e. by month).Has anyone visualized a project forecast within a dashboard?Thanks!​

Hi , One of our clients wants to integrate Acumatica with Sales Force, could you please help me with the steps to follow to sync both

I think I need to create a new column set but don’t know how to set up the formula so that in one single report I can view an actual vs budget. Also, not sure if I am able to do this in the ARM reports?

Hey Everyone, I have a unique situation I’ve never come across before. I have a client using the Shopify connector. In their Shopify store they sell the same product with the same SKU as a stand alone product as well as selling it as a part of up to 4 matrixed items. Acumatica only allows us to assign 1 Template item per product, however I need the ability to assign multiple template items to 1 stock item. Ideally I would also need the ability to sync the individual stock item by itself.The primary reason we need the ability to do this is to allow us to sync product availability to the stand alone product in shopify as well as the sock item that is a part of the template items in order for Shopify to have correct product availability for all the iterations that this 1 stock item is sold as in Shopify.I’m hoping someone else may have come across this and might have a workaround or solution. I created a case with Acumatica and they suggested a customization might be the only solution. An

Hello,We are trying to set up a process in Acumatica to send our customers a Courtesy Reminder 7 days before the due date. Initially, we considered creating a Dunning Level with a negative Due Date value, such as “-7,” but it defaults to 30 days, and it seems that the Dunning Level feature does not work with less than 1 day.We understand that another approach could be creating generic inquiries and using business events, but we want to confirm whether the Dunning Letter feature is intended only for overdue documents and not for those approaching the due date.I would appreciate any insights you can provide regarding this procedure.Thank you! 

Our clients use segments for a variety of things, customers, projects, product etc,When they add a new value to the segment they have to go into the segment value screen and make the entry.This is dangerous as all segments are available and they could make accidental changes.Moreover there is a great efficiency to be had by declaring that at segment refers to say projects or a customer class or a product code for example, and then have the system insert the segment whenever a new project./  customer class / product is created.Thanks 

Good morning all,  I want to run a report on the total $Dollar amount on all my registered materials based on minimum buy and maximum buy quantities.   Is Acumatica capable and how? Thank you 

      I am using a GI as data source, and trigger business event to email sales that some shipline is not shipped in full.      I will list all shortage ship lines in the email body.       It is working fine with the below method.          However, the sales are complaining it is not looked nice,        Like below        Can I make each field display in fixed length, just like what is showed in Report designer?

Hi all, I have a question. Sorry I am new hereI tried to add Workgroup field to the dashboard, but it does not appear, please refer belowWhat I did?I add Workgroup in the GI first, and its appeared in the GI successfully I add the Workgroup field to the rows in pivot table screen From the pivot screen, i can see the workgroup appeared there But using the same pivot to the dashboard, it did not appear. I tried to look for the filter but nothing seems related. What did i miss? Thank you in advance

I’m making a lot class change for a bunch of items and last area I need the clean up to allow it seems to be partially completed production orders.  Any suggestions on the best way to handle these so I can get them in a state I can change the lot class of the finished good?  Or are my 2 options complete or cancel if they still can be?  If so any tips on prep work to recreate the same status and links to POs. 

Hello-I have a custom field that I am trying to transfer from GLTran (Journal Transaction) to PMTran (Project Transaction) when the native conditions are met to create a project transaction on release of Journal Transaction. The issue I’m running into is that that I can’t find a viable method to attach my logic to- I have tried FieldUpdated and RowPersisting on the RegisterEntryGraph to no avail- releasing the Journal Transaction does not trigger any of the events. Anybody have any suggestions on where to tie my logic to transfer this custom field from the GL to the PM? I’m thinking I might have to override the ‘Release’ of the journal entry.. which I would rather avoid if all possible because that adds more complication if the Journal Transaction was created from a separate module first.Thanks in advance!

Hello, I have an entity mapping set up to map the location in Shopify to a specific branch in Acumatica. We use Shopify Plus for both ecommerce and point of sale. Each retail location is it’s own branch. Here is the mapping code to assign the correct branch:=Switch(    CStr([OrderData -> Transactions.LocationId]) = CStr('68260528265'), '10',    CStr([OrderData -> Transactions.LocationId]) = CStr('68260626569'), '20',    CStr([OrderData -> Transactions.LocationId]) = CStr('68260659337'), '30',    CStr([OrderData -> Transactions.LocationId]) = CStr('66861367433'), '50',    CStr([OrderData -> Transactions.LocationId]) = CStr('68260757641'), '60',    CStr([OrderData -> Transactions.LocationId]) = CStr('68260593801'), '70',    True, '00') This works for all orders EXCEPT if the order is discounted 100% so the order total is $0.00Then it appears to not follow any logic here. Any recommendations on how to fix this? Thanks!