Discussion Forums

We are a wholesale distributor in a B2B setting. We have a minimum order of $500 to get free shipping, and this is based on the actual available to ship inventory, not the order total. Basically, if you order $500 from us, and 1 item is backordered so the total available to ship is only $450, you will need to either add on more items to hit $500, pay the freight to ship to you immediately, or wait until the backordered item arrives in stock.In the Sales Order screen, Acumatica shows the order total. When a shipment is created from the sales order is there a way to get the dollar value of the shipment to show anywhere? We need to know the total value of what is actually shipping.I am hoping one of these options would be easy-ish to make work? Is there a way for me to do this, or has anyone had to create a report or GI that calculates this they can share?2 possible ideas?Thanks for any insight!

When we run MRP the Type of consolidation is often applied as expected but we are wondering if there is a way to dig deeper and see what Records the Consolidation consists of?Cannot seem to find anything for that

Has anyone runs into issues with cycle counts within Acumatica… we have more and more customer wishing to do specific cycle counts that Acumatica can not do…. 

My client would be sending several items to an outside processing center, on a purchase order/transfer, that would be assembling them in a kit, and then the client wants to receive the kit back into inventory.I liked Outside processing without manufacturing mode, except for it didn’t provide a solution for how to receive the processed item in as a separate part number, and I also need to assemble the kit, which I feel a business event could handle on receipt of the kit item number.

On the mobile app, on the Edit Main Screen section, users can hide the Recently Visited section. Is there way to have this hidden for all users by default?   

I’m creating doing label print for a shipments and I have an issue with margins. Please refer the design below:Report Page Settings:Label design:What you see when we print:Do you guys have any ideas to get ride of these margins?Thanks in advance.

Hello,I am trying to use Core.Comparator.Pdf.Compare that comes with Acumatica Test SDKBelow sample code that should compare PDFs created from the same report but for different shipments.MagickNET.SetGhostscriptDirectory(@"C:\Program Files (x86)\gs\gs10.03.1\bin");var file1 = new FileInfo("C:\\Users\\abaranov\\source\\repos\\gitlab-hemasource\\HSAutomatedTests\\HSAutomatedTests\\bin\\Debug\\SO642003_689445.pdf");var file2 = new FileInfo("C:\\Users\\abaranov\\source\\repos\\gitlab-hemasource\\HSAutomatedTests\\HSAutomatedTests\\bin\\Debug\\SO642003_689455.pdf");Comparator.Pdf.Compare(file1, file2);Comparator executes without error, but all I see in the log is just saying there is data mismatch (see screenshot)Is it all I should be hoping for?I expected images of both files with highlighted regions showing where exactly mismatch isBest regards,Andrey

Looking for some advice to re-create a sales order confirmation with OOB options. I’m trying to create a sales order confirmation that shows the sales UOM total, and how main containers that would create. For instance, a 55 gallon drum = 1 each. If the sales UOM is gallons the sales order will say we sold 55 gallons. I would like the confirmation to also show that we sold 1 each container. The pricing for the material only needs to show in the sales UOM so i don’t need any additional pricing structures. The photos below illustrate how the shipment confirmation would read left to right but the stock item ID and/or description would be in line somewhere  Packaging information sales uom quantity and pricing  

I have a user who needs to log in and view only two specific dashboards, both of which are powered by a single generic inquiry (GI). While everything is functioning correctly in terms of dashboard access, the user is also able to access the GI directly, which I would like to prevent. Is there a way to allow the user access to the data from the GI without displaying the GI itself on their screen or allowing them to click into it? I tried unpublishing the GI from the UI, but this removed my ability to manage access permissions.

I have a customer on 23R2 trying to calculate depreciation for 8400 assets.  The process times out every time, they have to break it into smaller batches with inconsistent results.  Are others having this issue?  Any suggestions? Thanks,

Hi Everyone, I am trying to create a GI for YTD Sales vs PY YTD Sales and need the tax value in another column. I found out that ARTaxTran would be the right table to use but I am not able to join it with the ARInvoice. Any help on how to add a relation between these two would be appreciated. Thank you!

Hello!  I just attended @Igor.Leybe webinar (which was excellent!)I am looking for clarification.Portal Payment | Community (acumatica.com) The explanation on the link above sounds different than what heard on the webinar. On this link, it sounds like you need CRM and the Portal to enable the Portal Payment. On the webinar, it sounded like it was a less costly option if you don’t need the full portal?Please clarify - can you get the Portal Payment (with Acumatica Payments) only - without the full Customer Portal.  Is there a cost to this?This is a screen shot I took from the webinar:  Thank you! 

Hello, I use environnement Acumatica version 23.213.0015.In the page Employee Time Cards (EP305000), i would like to be able to approve the Materials tab like the Detail tab in the page Approve Time Activity Summaries (EP507030). I would like to know if someone already added an approbation for Material or have a better idea than to add the EPTimeCardItem in PMActivity. Thanks,

Hello Acumatica User World! Reaching out to see if anyone has experience integrating with parts suppliers into Acumatica. We run an internal equipment repair shop and frequently buy parts from recurring vendors, one of which being Napa (and I believe their online parts counter is integration-friendly).  Just looking to see if anyone has successfully integrated a parts supplier’s catalog into Acumatica as non-stock items. We do not have the inventory module but typically create a minimum of 5-10 new Non-Stock Items daily.  I appreciate the feedback! 

In a relatively recent version of Acumatica, the “External Applications” screen was added, adding in an easy way to connect to OAuth 2.0 Applications.There is a relatively short list of “Types” of applications that can be used with this screen. But how would one perhaps add their own custom type to this drop-down list? In this blog post, I will show you how.IExternalApplicationProcessor, the interface that defines the class that handles the OAuth Processing, implements two important fields, TypeCode, which corresponds with the drop down value in the “Type” field, and TypeName which is the label that corresponds with the drop down value.Acumatica automatically detects all classes that implement this interface and injects them inside of the ExternalApplicationProcessorFactory, and makes them available for choosing in the Type dropdown and also makes them available for use.Now with your new external application using your custom type, you can leverage the functionality by using the method

Hello, I created a report that print labels for items on purchase receipts. I want to have the ability to select one inventory item off of that PO receipt to be reprinted. I added a parameter for InventoryID from the POReceiptLine.Inventory ID field. However, when I open the dialog window, the system shows all the items in the system and not just the items on that Purchase Receipt. I would like to filter the Inventory ID field to just the items on the Purchase Receipt. Is it possible without customization?   

 Our team begins an Acumatica API project shortly.  Questions arose around the tools.  I expected Visual Studio/C#, but since we are having a discussion I thought I would poll this forum for their thoughts and experiences.Please share your wisdom and suffering. Thanks,Tom Morris 

On the Run Project Billing, if you open the screen and there is an item in the grid for a branch you are not part of, you get an error that the branch cannot be found.  I believe this is sort of a bug in Acumatica.  That screen should allow a user to run project billing for “their records” if they have permission to that screen.I overrode the Initialize for that screen to restrict the three PXSelect’s to only include records (contracts) with branches that the user is a member of.I have added a WhereAnd to the select statement for the grid on that screen that restricts the results to only records that have a branch that the user is a member of.With no customization, the screen returns 3 records when you open it.  You have to be logged in as Admin to see them.  If you log in as Joe, you get the error that a branch cannot be found.  Joe is in a branch for one of the Contracts in the grid.  It is BranchID = 7.In my override, if I put a whereand for the current logged in Branch ID, Joe can

I do not plan to attend Summit this year, but wanted to generate some discussion around what I feel are critical “must-haves” for manufacturers (perhaps that could be asked in the “Ask Us Anything Manufacturing” session at Summit), especially those with configurable products, deep BOMs and complex manufacturing processes:Engineering Change module to include the ability to tie together changes in multiple BOMs under one ECO. Production module to include a formal, documented Production Change Order process.  Our production process is very involved and spans 3-4 weeks.  We often have change orders where we need to swap out several parts and change operations, and we would like to have a formal, documented process showing original specs, changes, and final specs. Would be interested to know Acumatica’s native configurator roadmap - are significant renovations in the future?  We’ve heard from multiple sources that Acumatica’s native configurator is a weaker product.  If no significant renov

We are finding that when users create a shipment from an order and try to save a record-level note, they intuitively think that saving will both create the shipment and attach the note. The best option we can have found to successfully attach a record-level note is to have them create the record (save), enter the note, then save again.Any suggestions that would make this process more intuitive would be very welcome.

Hi,We are starting to use Landed costs. I would like to make a GI that will show all inventory availability and the total cost (purchase receipt and landed cost (if there is a landed cost for the purchase receipt).Similar to how the inventory lot/serial history works. it will show receipt cost, then if you check the box it will so the cost with landed cost included. I would like that cost with landed cost included.Does anyone know the best way to get that total cost?   

Need your help please.I’m trying to remove a quantity of one scanned material but when i scan the quantity to be removed, i get this message “The item is not found in the issue.” Does anyone know how to resolve this or the reason why it happens?Regards.

We just upgraded to 2024r1 and now that I can use GIs as tables to look up against within GIs, I was trying to build some more complex reports set up that my sales team requested.They want to view, by customer, the Count of Invoices, Sum of Units Sold, and Sum of Dollar Sales for Last Year’s Month to Date, side by side with This Year’s Month to Date.I can get this information for one time period in a GI pretty easily.  So I set up two GIs for the two different time periods, and then built a 3rd GI to combine the data from both GIs by linking them to the customer table.  Everything seems to work correctly except that the Count of Invoices is coming up blank on the combined GI.  They show up on the “child” GIs properly.  Anyone have a solution to getting the count data to show up?Image of Child GI Results, Count circled:Image of the combined GI, Count Fields coming up blank: Image of the combined GI.  Note: I’ve tried Aggregating by Count, Sum, Max, <Blank>, and tried different Sch

I have published a customization project to one tenant (projecthas 3 custom forms and Sales Order Screen customized), and I select the Publish to Multiple Tenant Option and selected the tenant I wanted the customizations to be seen. The 3 custom forms are not seen as expected in my other tenant but the Sales Order Screen customizations are still visible. Any idea why this occurs?Thanks.

Hi Please assistWe have a Pro Forma page generic inquiry page that lists Pro FormaOn Click of the reference number can navigate to edit a single pro forma invoiceWe have added a customization that allows us to send pro forma invoices to finance department and then updates the pro forma extension which contains fields : UsrSubmitToFinance:bool; UsrSubmitToFinanceLastUser:string and UsrSubmitToFinanceLastUser: datetimeon click of the submit to finance bool field it updates the database extension fine sets the date and who updated.The issue i am having now is that i cannot seem to select multiple proformas from a new screen i created that lists the proforma invoices and do a mass update.I know there is a action you can set on the generic inquiry but issue with that is has update all which can be clicked by mistake and end up sending everything throughSo that is why we took the approach to have another screen which when it is successfull we will deactivate the generic inquiry When i do mul