Discussion Forums

Are we able to set up a Create Shipment automation schedule that creates a shipment based on the sched shipment date/request date earlier than the actual shipment date? Ex.Sched Shipment Date/Request Date is June 20th.We want the shipment to be created on June 18th with a shipment date of June 20th. So when June 20th rolls around, we just have our warehousing team confirm the shipment on its way out. I’d expect this to be easy to set up but seems as though this processing screen only works on the day of shipment? I must be missing something here.

I am trying to see how much labor is required for producing Items but I keep running into issues with how  qty to produce for each operation ID is calculated.From what I have seen it is setting it to be always equal to the qty of the Inventory ID you are trying to make. Shouldn’t it be equal the the quantity needed in the BOM times the qty of the inventory ID?The materials seem to get calculated correctly and lists the total qty of the subparts under each operation ID correctly. Anyone else run into this?I have attached an example Production order with the first step being one that should have made a qty of 3.  

HiI am want to add the purchase order number to the below screen, on the details tab on landed cost screen. I want to add another column. Currently i am only able to see the PO receipt number.   

Hi there,We’ve restored the snapshot on a new Tenant on the same site, changed credentials, and Printers were populated to the system. When we execute a Print Job, DeviceHub receives it, getting Poll but failing Printing after a couple of attempts. If having the same settings, we changed credentials to the other tenant, and everything is working as expected.Has anybody encountered a similar issue? Please share your thoughts

I have a warning message on the customer master but we don’t use dunning. How do I turn this off?Thanks 

public class ProjTaskAttribute : ProjectTaskAttribute { public const string Labor = "LABOR"; public ProjTaskAttribute(Type projectID) : base(projectID) { Type Labor = typeof(CONTAINS_LABOUR); Type SearchType = BqlCommand.Compose( typeof(Search<,>), typeof(PMTask.taskID), typeof(Where<,,>),typeof(PMTask.projectID),typeof(Equal<>),typeof(Current<>),projectID, typeof(And<,>),typeof(PMTask.description),typeof(Like<>),typeof(Current<>), Labor ); PXDimensionSelectorAttribute select = new PXDimensionSelectorAttribute(DimensionName, SearchType, typeof(PMTask.taskCD), typeof(PMTask.taskCD), typeof(PMTask.description), typeof(PMTask.status));

I need assistance in making the Financial Period based on the date is it possible?

Hi I am trying to update the purchase order line details via API call below using the GUID:Request Type: PUTURL: https://{URL}/entity/Integration/23.200.001/PurchaseOrder/5ad3671b-217f-f011-ac46-0a3ddcc27c8dThe above GUID used in the request URL is the purchase order related one. Body:{    "id": "5ad3671b-217f-f011-ac46-0a3ddcc27c8d",    "Type": {        "value": "RO"    },    "OrderNbr": {        "value": "SPC005897"    },    "Details": [        {            "id": "d109d928-217f-f011-ac46-029be7b75a6f",            "VesselName": {                "value": "TEST"            },            "DepartureDate": {                "value": "2024-01-15T00:00:00Z"            },            "ETA": {                "value": "2024-02-20T00:00:00Z"            },

We are trying to create a new carrier for Easypost, and choose US units (Pound/Inch) for Carrier Units.  Both the LB (Pound) and IN (Inch) were defined in the Unit of Measure, however, only the LB is available for Pound, but the IN is not available for Inch in the Carrier Units section.  Does anyone experience the same issue?  Any suggestion would be greatly appreciated. We are using 2024 R2 version.  Thanks...

Is there an OOTB way to pass the customer po number to the shipping label - UPS or FEDEX? Feels like there should be a mapping somewhere but I feel like I am missing it.  

Hello, In our stock item screen, we have 2 options for the “Default Mark For” setup, production and purchase. However, there are a few items that are showing numbers instead of purchase or production. See the below screenshots for part number 021. You will notice, it is setup for production, but on the stock item screen it shows “10.” I have included a shot of the GI setup as well. This is only happening on a few stock items and does not seem to matter if it is setup as production or purchase. Any ideas on why this has happened and how to resolve? FYI, I already changed the item to purchase, then back to production and am still showing the same “10”

I need to know how to close a AP Bill that has already been paid and closed, but reopened due to its Account being reclassified. I have listed the full process the Bill went through below.Billed Entered Approved Released Paid in full by a check, closing the Bill Bill was then reclassed using “Reclassify Bill” functions and specifically the Account was changed during the reclassification.The bill is still linked to the check and it shows that it was paid and the amount paid, but is in open status.The check that it is tied to still shows the full amount as well 

Hello,I have an AP Bill that I was trying to reclass. When I initiated the reclass and attempted to ‘release’ the bill, I received an error message ‘Updating the ‘PMRegister record failed because data in some field is too long’ (screenshot is below)How can I shorten the description so that I can release the bill?Thank you. 

There’s many times I need to do an entry to hit a direct customer’s account in AR or vendor’s account in AP.  How can I do this in Acumatica?  Here’s a screenshot of an example how I used to do it in Quickbooks: 

We have noticed that even if a Task in a project has been labeled as a ‘Revenue Only’ task, costs are still able to be assigned to it in the form of material purchases and inventory transfers. Is this how it was intended to function? 

Currently on 21R1, in the process of upgrading to 22R2 - is it possible in 22R2 to map product Sales Categories to a product/variant metafield in Shopify?

Running into an error that the transaction getter is not working, yet we have everything turned on in the processing center. Are we missing something? See images...

Greetings community,We would like your feedback with regards to improving our out of the box offerings for sales metrics?  We want to know how you are using the current sales metrics and if you are building any additional custom dashboards, reports, general inquiries, pivot tables to support your sales business.  What sales KPIs are you interested in seeing in CRM?  (i.e. opportunity conversion rates, time spent in each opportunity stage, etc)If you are also interested in participating in a 1:1 customer feedback session with us, please specify that you are interested and i will reach out to you personally. Thank you!Jin KimCRM Product Owner  *********Edit to Add:   Please reach out to me -  ​@Tara H  with any feedback.  Jin has moved on from Acumatica and I am the current Technical Product Manager.  Thank You! 

Dear Sense,I have a 7GB SnapShot file from Acumatica Cloud. I want to migrate it to my local laptop, but I don’t have access to the Acumatica database because it’s hosted in the cloud. Can you help me migrate my data to my local laptop?Please Help

I’m looking for a stand alone document scanner for use in shipping to scan all documents that go into the box and then attach it to the shipment as a PDF file.I’ve tried a couple of different scanners (Lexmark and Kyocera) but they are not standalone and the TWAIN software does not play well with device hub as both require user input on the scanner and never sends the scanned document back to device hub. Any recommendations of scanners that have worked for you?  I’m current running 2020 R2, planning to upgrade to 2021 R1

Just wondering if anyone might know the answer on the Customer Contract (CT301000) you can set an Expiration Date. There is also a Status of Expired but i cannot see any Action/Process that will set the Contract to Expired as the Contract will stay active. If i change the Date to be in the Past it does not update the Status 

I have the Invoices and Memos GI exposed to the mobile app.  The summary screen is dreadful.  I find it dreadful for pretty much any list view.  Once you click the record, you can make the details look really nice with headers etc.Also, what defines the fields that show up in the list view of a GI that is exposed to the Mobile App?  I can modify the fields in the Details view, but not the list view.  This may be in the help, so I will look, but since I am bugging folks with the primary question, I thought maybe someone had a quick answer that might save me a bunch of publish-wait-repeat.  :-)This is just not very helpful.  Especially if I were to add a custom field SO Order Nbr to this list.  You would not be able to tell which is the invoice number vs. Sales order number.I WANT LABELS!  😁 

How do you report on how well our vendors and suppliers perform? Is there anyone using the eWorkplace Apps tool? Did anyone build their own dashboards for their buyers / purchasing group?

Trying to use a RangeBar type chart in report designer.In Microsoft Chart controls, the Range Bar chart type requires two Y-values for each data point to define the low and high ends of the bar. Unlike standard bar charts that use a single Y-value, a Range Bar data point needs an array of two values to specify its range.How would I enter a formula in the Acumatica Expression Editor to create an array of values for the YValue property of the chart series when the chart type is set to RangeBar?

Sales Order had UOM of “EA”.  This is correct.Shipment details line has UOM of “EA”  This is correctWhen I add contents to the BOX on the shipment, the UOM in the contents screen changes to the Stock Items Base UOM.   ***This is NOT correct**It converts the QTY correctly, but the UOM  on the contents subscreen should not be different than the Sales Order UOM and the shipment’s UOM.