Discussion Forums

HiIs it possible for a journal batch to be input by a junior employee and then held waiting for approval by a senior approver? thanks in advance

Hi,I created a Power BI paginated report and embedded it in Acumatica. I’m able to view the report without any issues, but another user is unable to access the report screen within Acumatica.The same user can successfully open and view the report directly in Power BI Service, so it doesn’t appear to be a permissions or licensing issue on the Power BI side. I also contacted Microsoft Power BI support, and they confirmed there is no issue with Power BI.This issue occurs only when accessing the report through Acumatica.Has anyone encountered a similar issue or can provide guidance on what might be causing this? Any leads would be greatly appreciated.

Hello everyone,I’m trying to calculate the selling price of my stock items (IN202500) using LLM prompts.Specifically, I want to multiply the field AvgCost (INItemCost) by a factor of 1.72, which accounts for the following costs: 10% Storage costs 2% Transport costs 20% Personnel costs 5% Marketing costs 5% Miscellaneous costs 30% Profit margin Unfortunately, I’m struggling to get the correct price calculated. Do you have any tips or advice?Here’s one of my test prompts: ## Context InstructionsYou are an AI assistant working with ERP data.## Instructions with Input DataCalculate the field ((InventoryItemCurySettings.BasePrice)) based on the following input data and formula.Input Data:- Average Cost: $((INItemCost.AvgCost))Calculation formula:BasePrice = AvgCost × (1 + 0.10 + 0.02 + 0.20 + 0.05 + 0.05 + 0.30)BasePrice = AvgCost × 1.72The following surcharges are applied to the average cost:- 10% Storage costs- 2% Transport costs- 20% Personnel costs- 5% Marketing costs- 5% Misc

This is Classic and it’s very clear, area of the form, object,In the Modern UI you have to scroll thru a list of all Target Option and fields.And you can’t just type and let it find the field.  I would suggest not doing scenarios in the Modern UI.

We have been operating a single company with no branches since our go-live about 9 months ago. We are needing to create a new parent company in Acumatica which should not have any transactional data, vendor/customer profiles, etc. The company we have been operating should be a branch with all transactional data and profiles in the branch. Then we’ll add a new branch which also start “blank” with no transactions or profiles.  When I set up a new company in our production tenant, it is automatically populating all the data into that new company. Then any branches under the company also have the same transactional and profile data. How do I create “clean” company and branches while keeping all our existing data in a single branch?

I have a client that has an Acutal and a Cash Basis ledger. Is there a way to include the ledger selected in the column header to prevent confusion for the user?

Hi there,I’m working on the self-service portal in 25R2. My company has decided to implement it for brand ambassadors (salespeople) before rolling it out individual customers. I’ve already created a GI to filter cases based on User → Employee → Salesperson → SalespersonCustomer → Customer → Case, but when I redirect navigation of the CaseCD link to the Case Details screen, I get this error upon clicking the CaseCD: My theory is that the portal only “loads in” the cases from the currently logged-in company, which works great for customers but not so well for employees. Is there a way I can extend / customize this behavior to make these cases’ details visible to the salesperson? I’m pretty new to Acumatica, so please forgive my lack of knowledge about the backend workings of the software - I’m eager to learn more.

Hello community,I have been working on an import scenario of Purchase Receipts, where I am looking to import the lines using Add PO button → Under the Details tab, but the scenario isn’t working. Can anyone let me know what is it that I am missing here?Have attached the XML file of the import scenario. Thanks in advance.

Is there an existing integration with either Ceridian or Payworks, both for Canadian PR processing. 

 Don’t miss our upcoming CRM webinar:  Maximize the CRM Advantage: Streamline Sales and Operations.  Please join ​@MichaelBradner55 and I on Tuesday, May 19th at 1p EST to learn all about leveraging Acumatica CRM to:Streamline your sales process Improve customer engagement and retention Gain valuable insight to inform your business decisionsWhether you’re an existing CRM user or curious about adding it on, feel free to sign up here.  Hope to see you there! -The Acumatica CRM Product Team Note- if you’re seeing this after 5/19, the webinar will be available on-demand. 

I have a single user, out of 125, that does not have the drop down for inventory items when entering a sales order (see below). This is incredibly frustrating to the user because he is new and doesn’t know all of our products. How can I get this drop down to appear for him? Any ideas why it wouldn’t be showing up for just him? Thank you! 

I am trying to customize a Branch lookup in Acumatica so that it only shows branches belonging to the currently logged-in user's organization.When a user opens the Branch selector, it should display only branches that belong to the same organization as the current branch.The following SQL query returns the correct result:SELECT *FROM BranchINNER JOIN Branch AS Br ON Br.OrganizationID = Branch.OrganizationIDWHERE Br.BranchID = 22;Here, 22 represents the current logged-in branch (AccessInfo.BranchID in Acumatica).I tried to convert the same logic into BQL, but the result returns duplicate records instead of the expected filtered list.  Below are some of the approaches I tried: I also tried several other variations by making small changes, such as modifying the join type and other conditions, but I still ended up with the same result.Following is the BranchAliespublic class BranchAlias : PX.Objects.GL.Branch { }  [PXSelector(typeof(Search2< Branch.branchID,

I have a customization our developer created for this client.  When we publish to our internal test/dev server it validates and gets to the “Starting the Website” and just sits there and never returns the “Customization project published successfully” message.  I’ve tried multiple times and let this screen below sit there a couple minutes to as long as 30 minutes or more and never get the message.  If I close the window it appears the custom published and all customizations to screens appear to be working.  However, in the SaaS production server, when I publish it all works as expected.  In my test system everything seems to be working but would feel better if consistent behavior between test and production on this process.  Anyone ever seen this?  

I would like to create a generic inquiry to use in a Pivot Table, to display the GL transactions linked to active projects.I am really struggling to link the GLTran.ProjectID to the PMProject table, I’m getting errors with both the ContractID and the ContractCD field.  Any suggestions?  

Hi, Is it possible to do a “bulk edit” of customer ID codes in MYOB acumatica as follows (refer below)?export customer list to excel make the changes to customer ID codes in excel upload the updated excel spreadsheet to MYOB (to be processed that same day)thanks in advance

Hi There,I’ve encountered an issue with retainage behavior during AP bill reclassification in Acumatica ERP and would like to confirm whether this is expected or a configuration issue.Scenario:An AP bill is created with a project, task, and retainage applied. The bill is released, and retainage is tracked correctly under the project. Later, I perform a reclassification on one of the bill lines to another project (using the reclass functionality). The original line was code to wrong project about (10% of total cost) The 90%cost  is under project A, and AP retainage is under project AIssue:The expense is reclassified correctly to the new project. In the AP Retainage Register, the original retainage disappear from Project A,  but appears under a non-project code (empty project / X).Expected Behavior:I would not expect the AP Retainage register change the project code but remains under same project codeQuestions:Is this the intended behavior in Acumatica? Are there specific configurations

After recent ERP Upgrades , we have been experiencing an error on screens i.e Operand data type bit is invalid for max operator.We have customizations which have a boolean/bit data type & dacs, and now after the recent upgrades we are now having to change them to use integers. Is it an acumatica issue or we have to workaround with our customizations ? 

Hello! I am having an issue with two embedded widgets that I placed next to each other on a dashboard. These are views into two different manufacturing schedules that we have going in the system and we need to use the embedded webpage instead of tables. For some reason, it often loads with this big white space that covers half of the screen. It happens on most browsers and only loads properly if I get lucky (seemingly). Does anyone else face this issue and know how to get around it? For instance, here are some pictures of the dashboard (one of which is zoomed out to the most allowable value):Typical Dashboard View w/ Issue:  Zoomed out Picture:  Thank you!

Have a scenario where a business event hasn’t fired off since the patch to 25R2.  The end user is in the process of changing VARs so I can’t open a ticket yet.  Has anyone come across business events not working after an upgrade/patch? We tried clicking Track all fields and that didn’t work.  We have looked at the joins on the GI and it seems to be something else. Remittance is showing up blank. 

Default Navigation Overview Overriding Default Navigation Declaring attribute on a graph Declaring attribute on a graph extension Declaring attribute on a DAC extension Order of overridesHi Community,This post is dedicated to the default navigation mechanism in Acumatica. It is based on the following page from the Acumatica Help Portal which describes the PXPrimaryGraphAttribute:https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=842ed8f6-e659-45ef-3083-6696cf1fecafDefault Navigation Overview Acumatica Framework provides built-in navigation capabilities for DACs via the PXPrimaryGraph attribute mechanism. It allows to specify for a DAC a screen that should be used as a default screen. The DAC for which you specify the default screen is usually the primary DAC of this default screen. Such way of navigation is sometimes called default navigation. Default navigation is used widely in the product in the following locations: Default navigation to a document from a generic inqui

Our company raises and sells exotic wildlife and needs to be able to capture the customer’s signature at delivery of the live animals - does anyone have any recommendations on how to do this?Ideally, they would also be able to note if an animal was NOT delivered/accepted for any reason. These notes would then route back to Accounting so we can make the necessary adjustments.We do the vast majority of the deliveries ourselves and need the delivery team to be able to pull up to a ranch, release the animals, have the customer sign off, and then the delivery team can confirm the shipment and send a signed copy to the customer.

I have been trying everything to send a notification out when an expense receipt is approved or rejected. I am using a business event that triggers based off the status field changing however I have read that this does not work since the approval status does not actually save when updated. At this point I am not sure how else I can approach this. I don't think a schedule would work since I need this to fire off at any time so long as its when an expense receipt is approved/denied.

I have a publicly traded customer who is looking to track any changes made in settings in Acumatica.  They have asked how to track the last modified date for any report in the system.  When you go to a report form in Acumatica like AR641000, there is no DAC schema provided and you know that the entries on the Report Versions tab must be stored somewhere.  I have two questions:What table in Acumatica is there a list of all the existing reports? What table are the Report Versions entries stored in?Thank you,John 

Hello,     Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis.       Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file.       However, I am wondering can this be done in an automation way?      Thanks in advance.

We have an item that we would like to change the Lot/Serial Class from NOTTRACKED to WHEN USED. I made sure there are no open documents but I am still not able to. According to this older post, it doesnt appear possible. We are on 25R2. I just wanted to make sure there isnt a trick I’m missing. I was really hoping I dont need to create a new item. we are currently just putting the serial in notes on the doc line.