Discussion Forums

Good dayI am trying to add additional filters to an AR Aging Report Template that is specifically for certain Customer Classes. It also adds and excludes certain customers from a different class.It worked before I tried to add additional customers, but no longer does.Is there a specific order that these filters must be added? Or are there too many criteria?Customer (alias).Customer ID EqualsCustomer (alias).Customer ID Does not EqualCustomer (alias).Customer Class EqualsCustomer (alias).Customer Name Does not ContainMany thanks in Advance 

Hi Guys,I have encountered an issue where in the customisation project editor, I am writing an extension for CROpportunityProducts and below is the declaration: #region UsrCloser [PXDBString(2)] [PXStringList(new string[] {"T4", "T2", "NA"}, new string[] {"TS4000", "TS2000", "N/A"})] [PXUIField(DisplayName="Closer")] public virtual string UsrCloser { get; set; } public abstract class usrCloser : PX.Data.BQL.BqlString.Field<usrCloser> { } #endregion #region UsrDoorHanding [PXDBString(3)] [PXStringList(new string[] {"LHH", "RHH", "LHA", "RHA", "BHA"}, new string[] {"Left Hand Hung", "Right Hand Hung", "Left Hand Active", " Right Hand Active", "Both Hands Active"})] [PXUIField(DisplayName="Door Handing")] public virtual string UsrDoorHanding { get; set; } public abstract class usrDoorHanding : PX.Data.BQL.BqlString.Field&l

Hi,Could please let us know that how add “Re open” and “Unlock” option to the manage financial periods form. Currently those mentioned options are not available.Thank you 

Hi all, I want to know how to change header value of a field based on currently selected row in the grid of a form. As an Example, if you select the 2nd line of the grid as below. It should change the header field value immediately. This kind of functionality already there in Acumatica. But I was unable to find logic behind there.As you can see in Production Details Screen, Materials Tab Grid is changing based on user’s selection of above grid lines.Do you have any idea about this?  Thanks

Hi. I have an issue in my report(Non PDF version) when converting into PDF version. Here i’m getting a value for the part number which has a quite long value. When i convert this into the PDF version, the full value doesn’t display as shown below. Is there any solution for this? I have set CanGrow to ‘True’ as well in the report designer.PDF versionNon PDF Version 

The help still refers to Tariff Code  

Hello,Does anyone able to manage sales categories in Acumatica and sync it to Shopify as product Collection?Thank you

Ok, this is a stupid question.  We recently implemented a new tenant on our Production system and I have a need to connect to the site using Report Designer.HOWEVER, because now we have multiple tenants the old URL format of “https://acumatica.xyz.com” does not work.  I know with OData you have provide the tenant name at the end of the URL like this, “https://acumatica.xyz.com/odata/tenant%20name”. I thought the format for the Report Designer would be similar such as“https://acumatica.xyz.com/tenant%20name”But that throws an error when I try to load reports. So, what is the correct URL format for Report Designer to connect to each tenant individually?Sorry again for such a stupid question

Hello All, Is there any integration between Acumatica & HeavyJob and/or HeavyBid? Or has anyone done something about it?I had a look at HCSS website and apparently they integrate with all ERPs but Acumatica.

Is there any way to get the SQL running behind the Pivot table? Also, if I have a SQL Script, how can I get the PIVOT to be created from that SQL?

We are getting this error while creating shipment from SO 

Hi Everyone, I wouldn’t mind some direction before I get stuck into this. In short I want a processing screen that performs a single action over all the selected records instead of one action per record.A bit of background first, our company doesn’t quite a manufacture our products, but we do build them using the kitting feature. (Packaging and labeling and basic assembly done in house etc) I have developed a customisation that takes a forecast of what we are expecting to sell (sale units) and it then calculates how much of the purchase components that we will need, compares this to our current inventory levels and then looks at things like the vendor lead time, safety stock etc and generates recommendations for what we should by and when. A small example of this looks like below (The actual run of this would have a lot more lines with larger spread vendors)

Hello, I am attempting to create an ACH Export to go along with the Wells Fargo Payment Manager through the batch payments screen. I found out from Acumatica that we cannot utilize the Cash Account Details, or VendorAccountDetails in an Export scenario based on the Batch Payment screen.The ticket was moved to Acumatica services, and they quoted an obscene amount to write this. Has anyone tied into WF Payment Manger? If so, would you be willing to give a little direction as to how this was accomplished?Thanks in advance!

Hi There,We have many companies in the same tenant with different financial year ends. Just wondering if there’s a report to view the current opening period/close period for all the companies. Just wanted to double check if all the periods are closed across all the companies at month end. Thank you. 

Hi all, I am planning and checking to find if there is a way to connect Acumatica with Zapier or MS Power automate to perform some tasks for eg if new customer added in acumatica so it should raise notification on teams to me and my Manager.  Note: This is just an example but I am planning to connect it for others tasks as well. Any guide will be appreciated. Thanks 

When you have a Shopify store, and you use integrated carriers, Shopify will update an order when the package is out for delivery and then when it’s delivered. In Shopify it will look this:So, apparently, by this time, the order is shipped and completed in Acumatica.  But these order delivery updates trigger the Shopify Connector to try to update the order in Acumatica, which returns an error: The status of the {{order number}} order does not allow modifications. Please synchronize records manually.Is there an elegant way to work around this?Thank you, friends!

I am trying to create an import scenario that deletes all Transaction line items in the Deferral Schedule. I keep getting the following error. I tested several different ways and I don’t know why this error is coming up. My ultimate goal is to delete all transaction table line items in the deferral schedule, then add 1 new line item, but I just want to test deleting first.  Can anyone spot something obvious that I am missing?  Note: The deferral schedule is Open and the transactions are editable.  

Client is running Device Hub to print checks on 22.212.0046. Recently (and intermittently) when printing checks by company (has ~130 companies in one tenant), the checks will print for 2 separate cash accounts in the same run. i.e. client prepares checks Company A for cash accounts CA-1 and CA-2 . Switches to Prepare/Print for CA-1 and clicks Process, the checks for both CA-1 and CA-2 print with the number sequencing from CA-1. They’ve been live for a year and this started 3-4 weeks ago, but frequency appears to be accelerating and affecting different companies. There is a customization, and I intend to restore a snapshot locally, unpublish and test, but wanted to see if anyone had seen something like this before.Thanks.

We noticed that when a payment is being created and the payment method needs to be changed, the next payment to use the Check payment has moved forward to the next check number despite not using it on the previous payment. Screenshots start with payment to vendor and check 3339, changed to fedwire. The next vendor is set up to be paid and the check has skipped the unused 3339 and moved forward to 3340.Has anyone seen anything like this?

I have a customer that would like to automate the creation of service orders from orders with a ‘Quote’ behavior using a Business Event with an import.For example, the RJ type order below is set up with the ‘Quote’ behavior. We need to copy this quote to a SV type order with an import. The import scenario is shown below as well. The import runs, but the new service order is not created.What are we missing? Is this possible?  

In order to create balance in PBI, I need beginning and ending balance of each period. However, there’s no generic inquiry that provides such information.  TrialBalance Odata is empty (no data pulled when connected to PBI via odata)GL Tran does not have beginning and ending balance Anyone had any luck? Thanks

Hi,I'm noticing more and more that there are big buttons in the mobile app. I wonder how to add some to my customization? for now the ones I'm adding are in the [...] button of top right.THANKSEmployee Time cardExpense Claim 

Has anyone found a way to automatically update the Location on the Material tab for a specific Inventory ID when the Default receipt to Location is updated on the Stock Item record?    

Hi All,Kindly assist, every time when the customer uses the write off function, they get the below error, GL error: the transaction can not be released because the currency of the ledger differs from the transaction base currencythxDries