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I create a Report related to Project transactions; Following is a dummy implementation of that. I create two separate reports to calculate Income and Expenses, then embedded two reports in main report and calculated difference between income and expense. when i print the Income value and Expense value in the main report it printed some value. but when i calculate the difference using same variables it gives unexpected values.ResultReport design: Report designFormular: = $MonthlyExpenseRp_totalExpenses - $MonthlyIncomeRp_totalIncomei tried different formulars like,= CInt($MonthlyExpenseRp_totalExpenses) - CInt($MonthlyIncomeRp_totalIncome)but any of them did not works

Is it possible to change a unit of measure conversion for a material item after a production order has been made with that item as a material? I am going to assume no but just wanted to check.We have completed and closed 1 production order that used a stock item as a material. The original conversion isFrom Unit: LBSMultiply/Divide: DivideConversion: 5To Unit: EA I want to change the conversion to 45. The production order has been completed and closed.

Our trucks don’t want to wait while we pull goods from our bins, so we pre-stage the loads on our shipping dock. Pick, Pack, and Ship allows us to move the goods for a shipment, but we pre-stage before the shipment is generated. How would we go about this with quantity/item validations like we have in Pick, Pack, and Ship? Ideally this would take in a sales order number, then we could choose the bins and transfer the goods. RIght now we’re using Scan & Transfer, but there is nothing guaranteeing that the team picked all the itmes or the correct qty of items for pre-staging. We only catch this at Shipment generation when we notice an item is missing or is shorted. Thanks! Edit: Wrong sub-forum, no idea how to move this, sorry.

Hey there, Trying to implement native Acumatica WMS currently.  One of the things I’m butting up against is being able to see what location has the oldest inventory.  Meaning, the oldest date that the inventory was put in that location.  I could have one stock item in 6 locations, but I want to know which one has been sitting there the longest. Earlier, I was directed to IN408055 - Storage Details by Item Warehouse Location.  But the flaw here is that if I don’t move all of the inventory from that location, it will change the date of the inventory in that location because activity occurred there. Has anyone else worked on this type of issue before?  How did you handle it? 

Hello,I have two sales orders where the serial numbers have been swapped. Both orders have already been shipped and invoiced. Is there any way to reverse or reassign the correct serial numbers to these orders?Thank you.

Has anyone else had the issue when using WMS on the mobile device with items that are lotted?When entering Pick Mode for single shipments paperless picking, I click next list and my location that I am starting. It then tells me the location to go to which is great. It then sometimes says “Pick Inventory ID X, lot number 123, quantity 2.” Which is exactly what I need it to do. But, usually after the first item it doesn’t include lot number anymore. It returns to just prompting to “Pick Inventory ID X, quantity 2”. Then it says, “Scan lot number”. I want it to tell the warehouse which lot number they need to be selecting. Is this a setting I am missing? It seems to be doing it randomly and I can’t pinpoint when it does or doesn’t.

Hi All, I have a requirement as given below,We have an API to integrate data from customer website into Acumatica. The API will create new Customer and Sales Order in Acumatica. In addition Payments will be created and attached to the Sales Order if provided. We now have another custom field added called ParentKitID in sales order line which needs to be updated from the API. How do I achieve this, I have already configured the endpoint in Acumatica for the field.Any help would be appreciated, thank you!

Is there a project summary table by period?   Currently using PMTaskTotal  for a backlog GI but it is project to date and I am looking for a summary table by period.     

Hi, I’d like to extend the InventoryAllocDetEnqResult DAC which provides data to the grid on the ‘Inventory Allocation Details’ screen.I’ve used the following code to extend the DAC and extend a method on the graph.public class InventoryAllocDetEnqResultExt : PXCacheExtension<PX.Objects.IN.InventoryAllocDetEnqResult>{ public static bool IsActive() => true; #region UsrUOM [PXString(10)] [PXUIField(DisplayName = "UOM")] public virtual string UsrUOM { get; set; } public abstract class usrUOM : PX.Data.BQL.BqlString.Field<usrUOM> { } #endregion}public class InventoryAllocDetEnq_Extension : PXGraphExtension<PX.Objects.IN.InventoryAllocDetEnq>{ public delegate IEnumerable<InventoryAllocDetEnqResult> CalculateResultRecordsDelegate(); [PXOverride] public IEnumerable<InventoryAllocDetEnqResult> CalculateResultRecords(CalculateResultRecordsDelegate baseMethod) { IEnumerable<InventoryAllocDetEnqResult> p = baseMethod(); foreach (InventoryAllocDetEnqResult

We have a client with a configurator with lots of attributes. The key format is currently set to Formula. There are so many attributes, they want to change to a system generated key format to be more usable. But when copying an existing configuration, there isn’t an option to change the key format on the newly created configuration. Does anyone know of a way to change the key format either on a new or existing configuation?

 My simple, first Import by Scenario import fails but there is no error message.  I’m not sure where to look. Where do I look? Thanks, Tom

Yes, I’m having the same problem I had here:I have the simplest processing screen and I cannot get the delegate to fire.  If you select an item and click Process, it DOES SOMETHING, but the delegate does not fire.When I select the first item in the list and click PROCESS, the screen changes and shows just the item I selected:I used a PXProjection and added a selected checkbox to the INKitSpecHdr tableusing PX.Data;using PX.Objects.IN;using System;namespace Cummings{ [Serializable] [PXCacheName("INKitSpecHdrProjection")] [PXProjection(typeof(Select<INKitSpecHdr>), Persistent = true)] public class INKitSpecHdrProjection : IBqlTable { #region Selected [PXBool] [PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)] [PXUIField(DisplayName = "Selected")] public virtual bool? Selected { get; set; } public abstract class selected : PX.Data.BQL.BqlBool.Field<selected> { } #endregion #region KitInventoryID [PXDBInt(BqlField = typeof(INKitSpecHdr.kitInventoryID))] [

In this report if i select the document type as “Credit Memo” and a Ref Nbr related to that and run this report, I want to output a different report(Credit Note Report) that has the same parameters as this. If i select “Invoice” doc type then i want this report(Sales Invoice Report) it self to output. Is that possible to do ? If so then how ?Thank you in advance! 

Hello Acumatica Team,I am wondering how we can attach emails sent from the system to a purchase order as an activity. In the notification template, there is an "Attach as activity" checkbox, but it doesn't seem to add the sent email to the purchase order. How can we achieve this?This email is supposed to get sent once a purchase order needs approval from another person, so it is not connected to a report.Greetings

Hello Acumatica Community,We occasionally encounter an issue where a line break causes the text in the second line to start indented, with the first letter beginning further to the right. Is there a formula or method to prevent this from happening, as the break seems to be made before a space? See Line 2 

My company is wanting to add a non-stock item/expense, in our case Lab Testing Cost, to the Bill of Materials for all our items we have tested, so the cost of the testing is applied to each lot of an item.  We plan on then entering a Purchase Order for the Lab Testing expense and then “receiving” it in order to create an AP Bill to attach a payment to.  My problem is Acumatica is asking for an Expense Accrual Account for the Lab Testing Cost, which I don’t think I need because we are entering the Purchase Order instead of an Invoice. Is there a way to not need the Expense Accrual Account?   

Is it possible to display the discounts created by line level discounts from the sales order on either of the invoice printed documents?

Hi all,After configuring as above, but PROCESS ALL  not filter data in condition and filter values.I haven't found the cause yet. Has anyone encountered this problem, please help me!Thank you.  

Hi,Is it possible to change the post period for an vendor bill after it has been approved?Thank you.Regards,Raymond 

Outside of Approval Maps, is there a way to restrict Users to post their own Transactions (without Review from others)?I think Approval Maps is probably the best way to go, but wondering if anybody encountered this before and solved it? Thanks!

Hi,I have used bonus option in for the fixed assets which needs to be fully depreciated at purchase in Tax book. Once purchased it is fully depreciated and the net book value is zero .Now I want to change the depreciation method of the tax book to the same depreciation method as actual (Accounting) book. That means the asset needs to be depreciated same as accounting depreciations. I cant remove or edit the bonus field. I did a depreciation adjustment and re-ran the depreciation, but still it depreciates fully because bonus is applicable. Is there any way that I can remove the bonus method and let the asset depreciate over it’s useful life? Thank you,Dulanjana

We are using Average Cost on our invoicing. However the issue with this is the service orders only show the costing from when they were created. This means the totals tab calculates the estimated profit and loss from this. Shouldn't this be calculated off the average cost or am I missing something ?

Hello all,Trying to build something based on a concept from a great session at Summit 2024 - open to any ideas on this.Goal: Capture the value(s) from fields presented in a workflow dialog box and present them in a generic inquiry.I created the dialog box within a custom Case workflow in Acumatica CRM. The dialog box has 3 different prompts, all of which I would like to capture.The mission is to join that dialog box info with the PX.Objects.CR.CRCase DAC. I believe this is possible based on @Doug Johnson ‘s session :) but I can’t seem to find details on how to configure this when I check the documentation, but I might be looking in the wrong spots. Investigation so far:If I try to inspect the element (1) upon launching the dialog box I see that the business logic is part of CRCaseMaint. But if I attempt to (2) View Data Access Class Source ….   I get crickets:  So, if they’re not here, where can I find them, and then join them to the Case in a Generic Inquiry?Thank you for any input.Ar

We’d like to “Update Matrix Items” with the attribute values that we’ve added to our Template Items. We learned, after selling some items for free, that it also over-writes the default price with the 0.00 from the Template. Our Matrix Items represent sizes and are each their own price, so we’d like to NOT update the price when we use the “Update Matrix Items” function. Is this possible?