Skip to main content

Discussion Forums

Get inspired and gain all the knowledge you need

16089 Topics
G
Freshman I
gcarneiroFreshman I
asked in Construction
PO not processing - See screenshot for details

Hello everyone. This is my first time posting here and I have been working with Acumatica for only a month with little training, so please bare with me. We have an existing PO for a project that is generating the following error when trying to enter a PO receipt: “One purchase order line or multiple purchase order lines cannot be added to the bill. See trace log for details”. See trace log screenshot attached.After trying to read the trace log, I noticed an issue pointed out to one specific inventory ID item (108-12) but I have no idea what is the issue with it and how to fix it. Another thing that was mentioned to me here is the column named “Billing based on”. Apparently it was always consistent before, either receipt or order, with this PO it’s mixed. What is this field, where do we set it up? Where does it pull this selection from?Thank you so much for your assistance with this issue.

264
G
Freshman I
1 day ago
G
Jr Varsity III
grillevanJr Varsity III
asked in Develop Customizations
Customization: Making the Quote and Opportunity Contact Required

Good day,I am developing a customization to make the selection of a Contact field required on both the Opportunity and Quote.  I know how to make the field required using the customizations.  However, I am concerned on how it could affect the workflow. Adding quotes, processing, action areas, etc.For example; Opportunity/Quotes.  Are their any issues or problems that could arise.  Management wants sales reps to have contacts on all their opportunities and quotes.  We also have an Approval process for large quotes. Since the documents are interconnected,  Should the customization be separate or together? I don’t want to slow down the Sales process; however it does present some issues with sales Approval process? issues Actions being affected; Convert to Order, etc.Does anyone have a better suggestion?  Or a better way to go?Thank you.

233
G
Jr Varsity III
1 day ago
C
Freshman I
CAMORRISONFreshman I
asked in Field Service
Projects

Is there a way to change the default project once the service order has been created? Sometimes the wrong project is selected and we need to update it for billing. Acumatica doesn’t seem to allow you to make any changes to the project once you have saved the service order.

1072
mglass
Freshman I
1 day ago
J
Jr Varsity III
jzhuJr Varsity III
asked in CRM
Set decimal for UDF in customization projects

Hi! I created a field in customization project for the Task screen. How can I set decimal for this field to two decimals, so it looks like this: 4,000.00? 

314
J
Jr Varsity III
1 day ago
L
Captain II
ltussing03Captain II
asked in Reports and Generic Inquires
Report Designer print landscape on a 4x6 label

Hello,I have a custom report to print a lable.  The physical label is being printed on a label printer.  The label is 4” wide by 6” tall.  I want to print the label landscape as the items on the label are wider than they are tall.I was hoping setting it to 4” wide and Landscape would accomplish this.  However, it does not. If I select portrait when printing, it prints the label information at the top of the label and does not turn the items 90 degrees to be properly aligned on the label.  Items are squished and use about half the physical label.If I select Landscape when printing, it does turn the items 90 degrees as desired, but does not expand out to use the entire label, it squishes it use about half of the physical label.  

2354
A
Freshman I
2 days ago
abhijit
Varsity I
abhijit
asked in Low Code | No Code Customizations or Integrations
IMPORT SCENARIO Issue: Formula Not Inserting Record

I'm encountering an issue with the IMPORT SCENARIO feature in Acumatica where a hardcoded value (e.g., =CBool('false')) works correctly, but a formula (e.g., IIf( PMProject.IsCompleted = true, CBool('false'), CBool('true'))) fails to insert the record into the target object.Details:The import scenario is based on a generic inquiry resultset. The GI is based on a join between two objects (INLocation and PMProject). The target object is the warehouse summary and I am inserting records to the Locations → Location Table.Formula:IIf( PMProject.IsCompleted = true, CBool('false'), CBool('true'))Question:Has anyone else encountered this issue? If so, what was the solution? Are there any specific considerations or limitations when using formulas in IMPORT SCENARIO?

262
abhijit
Varsity I
2 days ago
T
Freshman II
trenton78Freshman II
asked in Distribution
Multiple Notes "Error" - Causes Notes to be Hidden

We recently came across an error when working in the Orders module. We have a Pop-Up note active for Customer A. When we create an SO order for Customer A, the Pop-Up note appears, passing along vital information. We also have a Pop-Up note configured for an Inventory ID - #5000.When Customer A is purchasing Inventory ID #5000, it attempts to pull up and show both Pop-Up notes simultaneously. This is giving an “error”, which keeps the user from viewing either note. Is there a way to have both notes show?The scenario more specifically this occurs with, is when you are converting a Quote to an SO using the “Copy Order” button. 

272
T
Freshman II
2 days ago
G
Freshman I
ganeshkatoreFreshman I
asked in Develop Integrations with Web Services | APIs
REST API to validate Bill data entry

Hi Community team, Is there any API available to Validate Bill Entry “json data”?We would like to validate Bill entry data before call to create bill api entity/Default/xx.200.001/Bill.  

233
Dmitrii Naumov
Acumatica Moderator
2 days ago
J
Jr Varsity III
jsudakJr Varsity III
asked in Distribution
Why do Employees show as "this user is not active" but the Active check box is selected?

Why do Employees show as "the user is not active" but the Active check box is selected? How do I correct this?   

1207
P
Freshman I
2 days ago
A
Freshman I
aizzatFreshman I
asked in Financials
WHAT IS THE MAIN FUNCTION SELECTED BRANCH IN SUMMARY AREA ON DATA ENTRY - JOURNAL TRANSACTIONS

I realyl appreciate for any explanation in detail for this question. May i know what is the main function of the branch that we select on summary when doing data entry for Journal Transactions, where it will affect ? on the report part ? the rest i know like approval it may go the workgoup which assign to that branch, but for other purposes of selecting branch ? my concern was on reporting part. if anybody can explain in detail on other part also i appreciated very much.I mean as per below screenshot, Branch section . 

172
Laura02
Captain II
2 days ago
dougmcbride79
Semi-Pro I
dougmcbride79Semi-Pro I
asked in Configuration and Installation
Stop Salespersons from changing credit limit

We just noticed our salespersons can change the customer credit limit and the amount of a customer bill that can be written off.  The salepsersons are not admins.  What security rights can I change so salepersons cannot do these two things?

192
MichaelShirk
Semi-Pro II
2 days ago
Manikanta Dhulipudi
Captain II
Manikanta DhulipudiCaptain II
asked in Distribution
Efficiency of Picking and Packing

Efficiency of Picking and Packing I am looking about a Generic inquiry that gives the same information to Efficiency of Picking and Packing. Any suggestions on this.

100
Manikanta Dhulipudi
Captain II
2 days ago
C
Freshman I
chighfieldFreshman I
asked in Construction
T&M Project Accounting with WIP

We are trying to implement Acumatica (Construction) and we would like to have 2 allocation rules 1) for fixed price projects where COGs and Revenue is recognized as a % of completion and 2) an Allocation Rule where costs, including overhead, accumulate in WIP until the project is invoiced.We are 99% there with the fixed price, but for time and material, the Allocation Rule is crediting the overhead expense for the correct amount, but is showing a negative expense balance on the project.  The GL accounting is correct, but the project accounting is not.  Any help on modifying the allocation rule would be appreciated. 

80
C
Freshman I
2 days ago
B
Jr Varsity II
BarbaraPietersen23Jr Varsity II
asked in Financials
Complex change in depreciation method

Good day CommunityMy client is looking to change the life if a Class if assets from 36 months to 60 months from the end of a financial year.The challenge is they want to depreciate to remainder of the (extended) life of the asset over the remaining time (60 months - age to year-end) but depreciation now calculated as (NBV at year-end / remining life) and NOT (Orig.Cost / remaining life), e.g.Orig. Cost 07-2023        100 000.00       NBV 12-2023                   86 111.11          remaining months         55.00   New Month depr             1 565.66  (86111.11/55) Does anyone have any idea how I would set the deprecation for such a calculation please?Many thanks in advance.                     

20
B
Jr Varsity II
2 days ago
J
Jr Varsity II
johnh3Jr Varsity II
asked in Reports and Generic Inquires
Generic Inquiries - Files Column No Longer Showing "Yellow" Items Attached Icon

Hi there, I’ve noticed that GI’s such as Customer Details (AR402000) and Invoices and Memos (AR3010PL) as well as the grid in general does not always show the icon when an attachment has been uploaded against the record.For example, this invoice has a file uploaded against it, but the icon is simply the paper clip with no yellow square behind it. However, when I filter specifically for the invoice number, the icon does show up:  There is definitely something attached:  Any thoughts on why this is happening?

454
J
Jr Varsity II
2 days ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions
Update existing Bill

I need to clarify a few points regarding the modification of an existing Bill:Is it possible to update the VendorRef field in an existing Bill? Is it possible to update the ‘Approved for payment’ checkbox in the Financials tab of an existing Bill? Can we change the status of an existing Bill via a REST request? The initial status may vary; what restrictions could there be ?

243
jinin
Pro I
2 days ago
J
Freshman I
jhoncandare04Freshman I
asked in Develop Customizations
No record display on RefNbr

I have a question why it is not displaying the data of RefNBR

453
A
Freshman I
2 days ago
D
Freshman I
DharmandarKumarFreshman I
asked in Develop Customizations
I am not able to create check after upgrade acumatica 2024

i am able to create check before one month but now i cant able to create checki have posted this data {"CuryOrigDocAmt":{"value":0},"CashAccount":{"value":"10060"},"Type":{"value":"Check"},"Vendor":{"value":"V001097"},"CurrencyID":{"value":"USD"},"Hold":{"value":false},"PaymentAmount":{"value":10.19},"PaymentMethod":{"value":"CREDITCARD"},"Details":[{"CashAccount":{"value":"10060"},"PostPeriod":{"value":"102024"},"BranchID":{"value":null},"InventoryID":{"value":null},"OrderQty":{"value":0},"WarehouseID":{"value":null},"AmountPaid":{"value":10.19},"Balance":{"value":10.19},"CashDiscountBalance":{"value":null},"DocType":{"value":"Bill"},"ReferenceNbr":{"value":"001301"}}],"PostPeriod":{"value":"102024"}}and my endpoint https://localhost//entity/acumaticalocal/1.0.3/Check

324
jinin
Pro I
2 days ago
T
Semi-Pro I
TharidhiPSemi-Pro I
asked in Develop Customizations
Acumatica Field Updated Event in Production Order Maintanence Screen (AM201500) to Trigger Checkbox in Screen Based on Checkbox in Stock Item Screen

Hi I have a custom checkbox created in the Stock Items screen under the manufacturing screen, when this is checked I need the "Allow Preassigning Lot/Serial Numbers" to be automatically checked as well in the Production Order Maintenance screen. My code works but when the event handler is triggered it clears out the other header fields such as the Inventory ID. How can I fix this?Custom Checkbox FieldEvent Handler to be Applied to this Checkboxusing PX.Objects.Common.Scopes;using PX.Objects.PM;using IQtyAllocated = PX.Objects.IN.Overrides.INDocumentRelease.IQtyAllocated;using LocationStatus = PX.Objects.IN.Overrides.INDocumentRelease.LocationStatus;using LotSerialStatus = PX.Objects.IN.Overrides.INDocumentRelease.LotSerialStatus;using SiteLotSerial = PX.Objects.IN.Overrides.INDocumentRelease.SiteLotSerial;using SiteStatus = PX.Objects.IN.Overrides.INDocumentRelease.SiteStatus;using System;using PX.Data;using PX.Objects.IN;using PX.Objects.CS;using System.Collections;using System.Collec

293
D
Captain II
2 days ago
D
Varsity I
donnadeskins55Varsity I
asked in Reports and Generic Inquires
Item Class Attributes - generic inquiry

Hi All,I have been struggling to find the table link that will let me list all of the attributes that are listed on an Item Class.The INItemClass table has this beautiful field called ItemClassStrID which is a direct match to the EntityClassID on the CSAttributeGroup table.Using this relation would solve all my problem, but the ItemClassStrID field isn’t available to use as a relation data field.Does anyone have a GI that lists the Attributes on an Item Class?Thank You!

2389
R
Freshman I
2 days ago
W
Freshman II
wanizaidi27Freshman II
asked in Other Developer Topics
List of DAC not showing in left side of DAC Schema Browser screen

Hi,Anyone know why all DACs not showing in left side of this screen? I have tried to restart application but still its not showing. Can you help us on this? 

536
hdussa
Jr Varsity I
2 days ago
N
Freshman I
nboiniFreshman I
asked in Import and Export Scenarios
Import Closed Invoices for Historical Data Load

We are going live with Acumatica and in the process of loading Closed Invoices for Historical Data load.We have migration mode ON. All our financial periods are closed and only 10-2024 is Open.When we import Jan-24 invoices, Post Period is defaulted to 01-2024 and the import scenario throws error that The 01-2024 financial period is closed. We hard coded post period in the Import Scenario to 10-2024 and still the same error. Acumatica is defaulting Post period to be same as Invoice Date. Are we missing a setting? We do not want to Open the financial periods.  

283
N
Freshman I
2 days ago
J
Freshman I
jwang1Freshman I
asked in Reports and Generic Inquires
GI field format

I would like the value to display as a currency with 0 decimal places and comma separators.However, when I used a formula like CInt(x), it still showed 1,111.00, so I would like it displayed as 1,111. I also created a new field decimal type (19,0) and selected it in the schema field, it still showed the same like1,111.00. Is there any suggestion? Thanks!

223
J
Freshman I
2 days ago
B
Jr Varsity III
brucewarrell96Jr Varsity III
asked in Configuration and Installation
There is no active notification source to process the operation

Using V2021 R2.  When I try to send an AR invoice via email (in the invoice screen under Printing and Emailing or from the Print Invoices and Memos screen), I get the error message.  I can print to screen and then send to email from the print screen.What setting am I missing?

7214
C
Semi-Pro I
2 days ago
T
Semi-Pro I
TharidhiPSemi-Pro I
asked in Develop Customizations
How to Update Acumatica Default 20.200.001 to 22.200.001 Service Reference in Visual Studio

I am trying to update my references from Acumatica endpoint version 20.200.001 to 22.200.001 because only the later version contains mappings for Invoice line detail field Tax Category.Current ReferenceBut when I update these references to Acumatica.Default_22.200.001 (updated all versions to latest version 5.3) I get this error for the namespace using Acumatica.Auth.Api; which worked perfectly fine before.Reference ErrorError CS0234 The type or namespace name 'Auth' does not exist in the namespace 'Acumatica' (are you missing an assembly reference?) SkillInvestAPIIntegration C:\PROJECTS\MYOB\SkillInvest\CODE NOT MODIFIED\SkillInvestAPIIntegration\SkillInvestAPIIntegration\SkillInvestAPIIntegration\Rep\MYOBFunctions.cs 1 ActiveCould I please get some assistance on this, thank you!

292
T
Semi-Pro I
2 days ago

Badge winners

Show all badges
Terms & ConditionsCookie settings