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ShahidaValiSyed04Varsity I

asked in Develop Customizations

Files not loaded on Customization Project Editor

Unable to load files from this location.

Creating Accounts Payable Aging Report by Vendor Attribute or Vendor Class

I would like to run an accounts payable aging report grouped by types of vendors (operations, general & administrative, landlords, etc.) Not sure if I should be using vendor class or creating separate vendor attributes. I didn’t see a filtering or grouping mechanism in the A/P aging report selection criteria.

1232

2 years ago

jmeagherFreshman I

asked in Develop Customizations

Recording whole number without decimal in a field

Hello all, Is there a way to make in input field that currently takes decimal number to take only a whole number? We have a few fields that are only used to record output quantity and scrap. To reduce errors i would like to remove decimal places as we would never scrap part of something. example We output 16 we scrap 3. Thank for any help you can provide.

2303

2 years ago

CodyKFreshman II

asked in Distribution

Bulk change customer profile FOP Point

Needing to change all customer profiles FOB point to a certain ID. We were able to change the description but need to change or delete the ID. Any suggestions? Thanks!

1258

2 years ago

lukef55Freshman I

asked in Distribution

Reverse Credit Memo with Inventoyr

Customer created a Credit Memo with an Inventory Return. They need to reverse this Credit Memo and associated inventory receipt. Is there a way to initiate the inventory issue with a Debit Memo, or does the inventory have to be handled with a manual adjustment? Thanks!Luke

2021

2 years ago

dhineshan85Freshman I

asked in Distribution

Pick pack and ship error for unit of measure items

Hello everyone,I get a error on the Pick, Pack and ship screen for unit of measure items. On my Stock Item my Base unit is CANS, Sales Unit and Purchase Unit is BOX. Created a Sales Order with BOX UOM Shipment is showing correctly The Pick pack and Ship screen defaults to CAN UOM and converts the quantity but i get the following error. Pick Pack and Ship screenIf i change the UOM on the Stock Item to be the same for Purchases and sales then i don’t get an error on Pick Pack and ship. The problem with this is that will cause problems with the Procurement dept. and Sales Dept. has they will have to change the UOM every time to BOX. Can we have Sales and Purchasing unit of measure different from my base unit when using Pick Pack and Ship?

2473

2 years ago

chidao

asked in System Health and Performance

Sales Order Type Transfer - Can change trasfer type from 2-step to 1-step

Dear All,We are following the consigned inventory process in this articlehttps://www.acumatica.com/blog/how-to-implement-consigned-inventory-part-1/ the default setting for the transfer receipt is transferred type 2-step, which means we have to create a Purchase Receipt for that transaction.is it possible to change it to 1-step? It means skip the step creating Purchase Receipt and auto release transferThanks in advance.Yên Chi

3302

2 years ago

bscott68Freshman I

asked in Distribution

Warehouse Management - Receipt process UOM. Show the qty received in receipt UOM AND base UOM

When receiving on a handheld in Acumatica (receive and Put Away). There is not the ability to change the unit of measure. That would be fine - except that we find that the quantity shown on the handheld as received always show in the base unit of measurement and not the received unit of measure. This is confusing to our warehouse staff.Does anyone know if there is a way to expose on the handheld the quantity received in the purchase unit of measure - in addition to the base unit of measure?

1211

2 years ago

anthony92Jr Varsity III

asked in Everything Else

ERROR: Inter-Branch Transactions feature is disabled.

Hello, I am new to Acumatica and trying to figure this all out. We created a new Company, Branches, ledgers, etc and from that we created our Customer and Lease. We are trying to post a payment, but we are getting this error message:Inter-Branch Transactions feature is disabled.What does this mean? Thank you.

6508

2 years ago

jvaliente51Freshman I

asked in Configuration and Installation

Mail & Printing : Email Account Settings

Hello Team! Currently, we have a default email setup in the system.We are trying to see if it is possible to assign another system email for a specific transaction document type - while keeping the default email as is. For example, our default email is set to “sales@email.com”, and we would like to keep it as the default while being able to send AR Invoice using “rma@email.com” We would like to be able to use the “Email Activity” email functionality (See Diagram C ) to send the email, so we can review the email body and the documents being attached. When we were testing it, the Email Activity window still keeps on selecting the default email address.Is this possible to set up this way? Please see screenshots below of our current config On the “Mail & Printing” tab of the customer profile, we have set the “rma” email for “Invoice” So far no template set yetDiagram A On the “Mail & Printing” tab of the Customer Classes screen. We selected the class for that particular customer.

8092

2 years ago

DjangoCaptain II

asked in Develop Customizations

Conditionally hiding a field on AM301000

I’m trying to conditionally hide a column on the Labor screen (AM301000) and I can’t for the life of me figure out the code. protected void AMBatch_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler){ if(InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (AMBatch)e.Row; PXUIFieldAttribute.SetVisible<Objects.AM.AMMTran.laborRate>(Base.transactions.Cache, row, false);}However, that generates an error:The entry form (ID: AM301000, title: Labor) cannot be automated. Unable to cast object of type 'PX.Objects.AM.AMBatch' to type 'PX.Objects.AM.AMMTran'.This:PXUIFieldAttribute.SetVisible<Objects.AM.AMMTran.laborRate>(cache, row, false);Does nothing - the field remains visible. I don’t think there is any workflow attached to the form.I’ve tried to access the transactions view but it doesn’t seem to be part of Base. I think that this form is pulling transactions through another layer of extensions.What am I missing?

3563

2 years ago

Chris HackettAcumatica Community Manager

posted in Community site discussions

Abe Majors - Featured Acumatica Community Member for September 2022

Meet Abe Majors our Acumatica Community Featured Member for September 2022. It’s great to have you as part of the Acumatica Community Abe! @amajors In his own words:I am Abe Majors from Central Indiana, married with three children. I am the second-generation owner/operator of BoilerMASTERS, Inc. We are a specialized mechanical contractor covering all of Indiana. We maintain inventory, process payroll internally, quote and sell parts, quote/sell & perform jobs, manager service contracts and equipment information. We perform a lot of last minute and emergency calls so it important for us to have a system we can access anywhere and depend on for quick information and processing. We have been Acumatica users since 2020 R2 thanks to our Acumatica partner Sentrien Systems.

1983

2 years ago

nurul74Freshman I

asked in Develop Customizations

Validation Failed Issue

I want to add a payment method in Acumatica so I add a new customization project for screen AR511000 and CA204000. I also have added some code into this project. When I tried to publish this project, I got this issueValidating Binary FilesPX.Objects.ACH.dll Method signature was changed: System.Void PX.Objects.GL.FinPeriodIDAttribute::.ctor(System.Type) declared in PX.Objects, Version=1.0.0.0, Culture=neutral, PublicKeyToken=nullValidation failed.How can I fix this validation failed issued?

4722

2 years ago

Chris HackettAcumatica Community Manager

posted in Community site discussions

Ask a Question, Get an Answer - September 26 - September 30, 2022

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Upcoming Acumatica User Group Events:North Texas Acumatica User Group Meetup - Oct. 7thJoin your local Acumatica User Group today! ***Don’t miss this community webinar October 19th!***Acumatica Community Webinar - Simplify your business processes with the Workflow capabilities of Acumatica ERP Looking for feedback: What Retail Commerce connector ERRORS require more clarification for Acumatica Users? Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@BenjaminCrisman @RohitBhandurge @manikantad18 @mikeho @HeMan @kbeatty21 @jcox43 @laura01 @Naveen Boga @Julia Golomi

810

2 years ago

EvanGVarsity I

asked in Import and Export Scenarios

Support Cases - Update/Change Subject on Closed Cases

Good day,I am have trouble getting started writing an import scenario for the attached file. The file contains support cases that were imported via an integration with an empty subject. I want to update the case summary subject. The cases are closed. Does anyone have an import scenario to update the case subject? I am thinking that i need an action to open the case, update the subject and then close the case. Any assistance would be helpful.Thank you

772

2 years ago

donna80Freshman II

asked in Manufacturing

Sales Order allocation to Production Order

Is there a way to allocate multiple Sales Orders to a single Production Order? I have a client that is in a back order status for items with production orders in process. They need a way to allocation what is being produced to the Sales Orders so they don’t get shipped to the wrong customer. The production order is for 10 units while the Sales Orders are typically only for 1 or 2 units.

3995

2 years ago

jcox43Freshman I

asked in Manufacturing

FIFO to Standard

What is the best way to take inventory to 0 when trying to change your costing method on many items? Trying to do it via adjustments is a little difficult since you have to match qty left on hand by receipts. My thought is I would be able to do this via Inventory > Issues Thanks for any help

1135

2 years ago

mccullochtFreshman II

asked in Payroll

Payroll Tax Withholding - State Lived is Different than State Worked With Reciprocity Between the States

We have a client who is getting ready to go-live with payroll. They have a multi-state payroll with many unions and many certified projects. They have just told me that they have several employees who live in one state (e.g. WI), but work in a different state (e.g. IL) and there is reciprocity between the states. So the employee can choose which state that want for State Income tax withholding. Which isn’t a big deal, it can be done with the Work Location. Here’s the kicker….The unemployment tax has to be go to the state worked, regardless of the state the employee chooses for withholding. In my example, the employee lives in WI and want state income tax withholding in WI, but works in IL so the system needs to calculate IL SUTA tax. Any ideas on how to achieve this?

2355

2 years ago

stacy16Varsity I

posted in Develop Customizations

Customizing an existing screen to add a new tab

Hi All!I have been trying to figure out how to customize an existing screen to add a tab in the stock item that is the same set up as cross reference tab, but for customer forecasting. I also would need to be able to have a user input field so we can manually input/update/change the customers forecast for that part. Then we would be able to run a report of actual vs. forecast for each item by customer. Any help or input is greatly appreciated, and any other ideas as to how to accomplish this is welcomed as well. Thanks!!

158621

2 years ago

stephenward03Varsity I

asked in Develop Customizations

Creating a new inventory item

Hi, this should be simple but I must be misunderstanding something fundamental to Acumatica development.I want to create a stock item and I have the following code:InventoryItemMaint graphStock = PXGraph.CreateInstance<InventoryItemMaint>();InventoryItem newInvItem = new InventoryItem();newInvItem.InventoryCD = "TEST2";newInvItem.Descr = "TEST2";newInvItem.ItemClassID = 49;graphStock.Item.Current = graphStock.Item.Insert(newInvItem);graphStock.Actions.PressSave();I set the ItemClassID and when I call graphStock.Item.Insert(newInvItem) the Acumatica Framework refeshes the newInvItem object and sets fields such as ItemType, ValMethod and BaseUnit.Then I set the Current object and perform the Save Action, all basic stuff.The problem is this, if the ItemClass doesn’t have a Default Warehouse then the code above works fine and the stock item is created. However, if the ItemClass does have a Default Warehouse then the code returns the following error:Error: Inserting 'Inventory Item C

8727

2 years ago

farhanshaikFreshman II

asked in Develop Integrations with Web Services | APIs

is there anyway to query an employee based on his email via restApi in acumatica

i am trying to perform a lookup based on employee email to get the details.is there anyway to query an employee based on his email via restApi in acumatica

892

2 years ago

charithalakshan49Varsity I

asked in Develop Customizations

Lookup does not show any columns

Hi,I have created a lookup to display SOAddresses. However I could not see any columns in the lookup and the only column there in the column configuration is AddressId(when I select it, it also gives an error). Any idea about this? Below are the related screenshots. Thanks

12913

2 years ago

ray20Captain II

asked in Develop Customizations

Is there anyway to change Acumatica Screen UI element color conditionally?

Hello, I understand we are having yellow alert and also the highlight frames like below. But I am still curious to ask, is there anyway that we could change the font color of “Credit Hold” to RED? Only this single element. No other fields. And also it is only red when it is “Credit hold”, it remains black when open or completed.

4743

2 years ago

bcsmis64Freshman I

asked in Financials

Is it possible to show the customer/vendor for the module of "CA"?

Hi all, Can you help me about my concern, if possible to show the customer/vendor “CA” module in Transactions for period report Image Reference: Thanks

1839

2 years ago

TrippHindleFreshman II

asked in Manufacturing

Routings

We are just getting started with Acumatica so we have a lot to learn - Is it possible in acumatica to build a routing that contains both sequential and parallel operations ?

1312

2 years ago

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