Discussion Forums

This webinar continues the focus on some of the do’s and don’ts of publishing, creating actions and conditions, adding new fields, modifying workflows, combining customizations and business events, and understanding the makeup of a screen.  Tips and tricks will be sprinkled throughout.Please note this is a continuation of the May 22, 2024 session David gave. If you haven't already seen that one, please check it out here: Acumatica Community Webinar - Demystifying No Code Customizations - Wed, May 22, 2024 - RecordingPresented by David GrossAbout David: I have been an Acumatica business consultant and implementation specialist since 2018.  My areas of expertise include Distribution, Manufacturing, Field Service, CRM, and Ecommerce to name a few.  I can create complicated GI’s and Reports (ARM and regular) and I am able to guide my clients through complicated needs assessment and create the solutions required to satisfy those business needs.  My interest in customizations was borne out o

Hi,Does anyone know how to change the Message on the Scan and Count screen? i want to change this in the mobile application as well. Thanks.

Hi ALL,We have recently encountered many cases. The “VAT Taxable Total” field on Invoice is not displayed correctly as shown in the screenshot below. If you delete all the lines in the "DOCUMENT DETAILS" Tab, The "VAT Taxable Total" field is as shown below (it should be = 0) This is the Sales Order of the Invoice. The “VAT Taxable Total” field on Sales Order is displayed correctly. We would like to know the causes of this error. Is it an Acumatica system error? or a User error? or some other cause? Note: Acumatica Version 2020.R1 Best Regards,NNT

Is it possible to populate the Customer/Vendor field in the detail section of the Journal Transaction through an import scenario? I cannot get the filed to populate - if it is possible am I using the Customer ID or BAcctID?Thanks for the help! ~Coleen

I am trying to setup Audit History on the Access Rights by Role form.  I have the Audit form configured and active. When I view the Audit History on the Access Rights by Role I am not seeing the changes that were made to the role.  I am receiving the dialogue box that appears when audit is not setup? Any help would be appreciated. Thanks..coleen

Hello!I was wondering if it is possible to partially invoice a Sales Order of the IN Order Type? I have a customer not shipping order in Acumatica so they are importing them as the IN order type so they can invoice customers as items are shipped on their external system. Most of the time they are partially shipping items and therefore need the ability to partially invoice only the items that have been shipped. Thanks!

While creating sales order and adding line items in so line i am encountering this error. Below is the screenshot of the error. I am not able to find out the actual cause of the error. Please help.Details : Name: Aggregate Validation: PX.Objects.SO.SOOrder+orderQty. Below is screenshot.We already upgraded within R2, both 206 and 209 but still issue remains there. Please help how to debug this issue as in my code there’s no exception throwing. Let me know if there’s any specific settings or locations to look out for.

We have template items setup with matrix items that map to the BigCommerce variants. Client does not want price or weight to populate BigCommerce from Acumatica. They want to maintain that in BigCommerce only. I’ve set in both the Stock Item and Template Item entity to unmap these fields yet the variant in BigCommerce is updating the price/weight based on what is on the variant in Acumatica. Is there a better way to accomplish this? This is 22 R1 for reference. 

Above you can see that each line item is showing 5 in the qty and in qty shipped. These are individual items with the same sku and should be listed as one.We have dug though the report builder and can get the qty right in the line details but when we try with the shipped it will display the correct amount if the skus are all the same but when adding multiple skus it zeros out. Any ideas?  

Hello,I have a custom table that I am showing on the ‘Employees’ screen as a new tab. It has one key ID designated with the [PXDBIdentity(IsKey = true)] attribute in the DAC. It worked in 23R1 but now that I have it published in 24R1 none of my event handlers are firing on the tab and when I attempt to add a value in one column the row effectively resets and I lose all my data.I should note that I also have a maintenance screen with the exact same logic pointing to the same DAC- just not filtered by the employee- and all the logic works and saves to the DB without any error.Since 24R1 added a bunch of permission defaulting, my first spot was to check there but no luck. I have the rights on the view set to DELETE so it shouldn’t be a permission issue.I also deleted all my event handlers to where the only code I had in my employee graph ext was the view itself and I am still getting the error. I ran the request profiler and have not been able to get consistent results but a few times I h

I have try to override ShowSplits mehod of LineSplittingExtension abstract class but debugger not coming on my method ShowSplits which I have overirde.   public class EWQCLineSplittingExtension:LineSplittingExtension { public static bool IsActive() { return EWQCFeatureSetHelper.IsEWQCManufacturingECCFeatureActive(); } //override ShowSplits to update lot on line detail click public override IEnumerable ShowSplits(PXAdapter adapter) { lsselect.View.AskExt(true); //base.showSplits(); MoveEntry moveEntryGraph = PXGraph.CreateInstance<MoveEntry>(); EWQCAMMoveEntryExt moveEntryGraphExt = moveEntryGraph.GetExtension<EWQCAMMoveEntryExt>(); moveEntryGraphExt.InsertLotsInLineDetails(false); return adapter.Get(); }}

Currently, I doing this PUT method but it doesn’t do anything but return the sales order object:https://sandbox.com/AcumaticaERP/entity/Default/22.200.001/SalesOrder?$expand=Payments&$select=Payments/AppliedToOrder:{    "OrderType": {"value": "WB"},    "OrderNbr": {"value": "WB00159383"},    "Payments": [        {            "ReferenceNbr": {                "value": "598095"            }        }    ]        }I’m expecting it to return the unpaid balance on the order so I can use this amount to call the same method with the following body:{    "OrderType": {"value": "WB"},    "OrderNbr": {"value": "WB00159383"},    "Payments": [        {            "ReferenceNbr": {                "value": "787266"            },            "AppliedToOrder": {                "value": 55.5900            }        }    ]        }

Hi, I have a client in Canada who wants to use the declining balance but it seems the calculation method is being based on the useful life. Is there a preconfigured method that is already setup in Acumatica that simply just depreciates the NBV by a percentage?  Any help would be greatly appreciated.  

Hi everyone, Does anybody have assets that they manage but do not own? We are trying to figure out where to put them in the system. Since we do not own them, they would not be a fixed asset.  Revenue would be received to manage the asset, which in this case would be a Cell Tower. We are in the wireless communications business. All input is welcome!! Thanks!  

Hi,I have an issue which is when an opportunity is converted to a sales quote it does not create the total in the summery area. Once an amount is entered to the freight (Value or Zero) the total showing up. Any possible reasons? Thanks,Dulanjana

I know this has been asked before but i want to be able to restrict items to certain branches so a user can not add them to a sales/purchase order in a different branch. I would like to do it by branch but if a solution worked for warehouse then that is fine too. I tried following this post below but it did not work.  

anyone know to set this up? 

Hi All,Is there a way to get the list of published customizations on an ERP site via an APi call?For example, there is Site A which has 2 customizations and Site B has 5 customizations, we need to get the list of published customizations on each site without logging in to the site i.e. via an API.Is it possible? 

Is there a way to add compliance rows as part of the Project Templates?

At transition, the team made several errors when posting invoices and payments.  And when correcting the errors, additional issues were created.  Scenario:  AR Invoice was posted for $354k - invoice was paid by client in two payments.  When the 1st payment was applied, the Amount was not changed and the payment was posted as the full inv amount, but the payment was for $256k. Transactions were posted 11/2023. When the second payment was posted, it resulted in a negative AR. To correct the issue, the 1st payment was voided, but the void was posted in the wrong month.  Voided posted in 03/2024. To correct the incorrect month, the re-posted payment was voided (2nd Void posted in 03/2024) and reposted in the correct month 11/2023. Learned through this that you can’t void a void.  And have since reviewed a post on this forum how to correctly move an incorrectly posted voided payment from month to month. But the result of these voids is a discrepancy in the AR GL account.  It is overstated b

We have a client that has a financial period as user defined field that is receiving an object reference error when upgrading to 24R1.  I have verified the data is saving in the database, and I have tested different FinPeriodID selectors on different screens with the same issue.  We have a case open, but I wanted to see if anyone else has a workaround. 

Hi ,I have made a mistake and I’m trying to correct it. I would appreciate some help here. Error - I have created some fixed assets with wrong class, wrong cost account and accumulated depreciation account. The fixed assets are active from 01st of July and the depreciations are perfumed for the past month. (July)Correction -  I need to transfer the cost, Accumulated depreciations to the correct account while adding the FA to the correct class affecting to the period of July. Blockers -I tried to change the class (Transfer between classes) which transfer the cost, acc dep. But it post the transaction into August. I changed the system date to July 31st but still the transfer entry posted to 1st of August. I tried Transfer assets option, but assets are not visible in the transfer form as of 31st of July. Kindly expect some help here. Thank You,Dulanjana 

Meet Debbie Baldwin our Acumatica Community Featured Member for August 2024. It’s great to have you as part of the Acumatica Community @Debbie Baldwin!Here is a little bit about Debbie:Hello everyone! I am Debbie Baldwin, the Director of Product Management for Manufacturing at Acumatica. I have been with Acumatica for over 5 years. Originally from Columbus, MS, I moved to Atlanta, GA in 2002 to start my career in the software industry. Over the past 22 years, I have learned a lot, faced challenges, made great friends, and had many laughs. One of the most rewarding aspects of my job is interacting with and learning from our customers. I find it fascinating to see the unique ways in which each customer operates their business and the products they create.In my personal life, I have a 32-year-old daughter, 4 stepdaughters, and one granddaughter. Needless to say, my husband doesn't stand a chance!Competitiveness has always been a part of me; I used to play basketball and softball in colleg

I have an Generic Inquriy column called orig_ord_type which, depending on the ARInvoice.DocType could either be a ‘C’ for Credit or an ‘O’ for Invoices and Debit Memos. My logic for this  is =IIF(LEFT([ARInvoice.DocType], 6)  =  'Credit', 'C', 'O') which accounts for Credit Memos and Credit WO (Write Offs) which should be coming up as ‘C’, but everything is coming up as an ‘O’. I’ve even tried using =IIF([ARInvoice.OrigDocAmt] < 0.00, ‘C’, ‘O’) and anything listed as a Credit still had an O in the column. If anyone has other ideas, they would certainly be appreciated, even using the =SWITCH function. I’ve tried the =SWITCH and I received an error about the MEMO token. 

Hello Support Team,1.After successfully publishing the 2023R2 package, I encountered the following issue when restarting the site.I went to the config file under the sitemap section and set the enable option to true.. After reloading the site, I encountered the following issue. I've double-checked my connection string, and everything is defined correctly. Is there anything else that needs to be added to the web.config file?