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10287 Topics

S
Jr Varsity I
sspencerJr Varsity I
asked in Import and Export Scenarios

Physical Inventory Upload Counts

We are trying to import the PI inventory counts from excel and receiving an error.  Steps takenExport the list with the Excel button. Enter the Physical Quantities in the the column for Physical Quantities in the excel.  Save excel and click upload.  There is only the one column to update.  Expected this to be “easy”Dont know how to find the Trace in the error message to try to identify the error. 

4
kandybeatty49
Captain II
6 days ago
P
Freshman I
phillipmarottaFreshman I
asked in CRM

A2022 R2 - How to default the Opportunity Activity Email Template

In opportunity, Create Email,  the popup appears but there is no default template.  Where does this get set up?  I have an email template linked to screen CR30400. Please advise. 

2
D
Freshman I
6 days ago
J
Jr Varsity II
jmorganJr Varsity II
asked in Distribution

Where a PO is raised for an SO, ensure that the cost is transferred to the SO, not the cost based on the costing method.

Is there a way to ensure that the cost of goods on a PO that is linked to an SO is passed directly to the SO?Our client is a trader and generally buys for each customer order although they do keep some stock.  Their traders source the goods and then place the SO and PO and they want to ensure that the price of the goods on the PO is the cost that arrives on the sales invoice.  Is there a way to do this while having stock in the system of the same product which is valued according to Average or Fifo? Thanks 

5
Dana Moffat
Acumatica Moderator
6 days ago
V
Freshman I
vpoulsonFreshman I
asked in Reports and Generic Inquires

Getting all the totals from a subreport on the main report

I have a subreport that gets the total amount invoiced for a sales order.  In the main report i get sales orders with an invoice in a date range and then pass in the sales order number to the subreport to get the total invoice regardless if the invoice is in the entered date range.  The subreport works correctly but in the main report it is not giving me a correct total.  It will sum all but the last value from the subreport.  I’ve tried every combination of the ProcessOrder I can think of.   Attached are the two reports.

0
V
Freshman I
6 days ago
J
Freshman I
jorgep17Freshman I
asked in Financials

Error message when adding price to a new customer

Hello,We are getting this error when adding price to a new customer. I am very new to this, but to my understanding the price is unique with customer number, inventory code, start date and end date if one exists.  This combination can not be in any other customer because the customer numbers are different.Can you guys please point me in the right direction?  

3
J
Freshman I
6 days ago
aborisova37
Semi-Pro I
aborisova37Semi-Pro I
asked in Manufacturing

IMMEX

Just curious if anyone implemented Acumatica for a manufacturer that has a facility in Mexico and operates under IMMEX program?

1
C
Semi-Pro I
6 days ago
A
Freshman I
AtiqFreshman I
asked in Develop Customizations

Is It Possible to Provide Filtering Conditions to Views?

Hi,iam pulling SOLines items in a new grid using Soline view, but i Dont need all the SOLines and i need to apply a  filter, How can i modify my view to acheive that? any help is greatly Appriciated Thanks in Advance

8
darylbowman
Captain II
6 days ago
R
Jr Varsity II
RajginoyaJr Varsity II
asked in Reports and Generic Inquires

Lot / Serial Number not populating in the report parameter?

I want to populate  [AMMTran.LotSerialNbr] as the report parameter. I have added the parameter in the schema but nothing is showing up on the report screen.This is how I see this empty selector. 

1
BenjaminCrisman
Acumatica Employee
6 days ago
M
Semi-Pro I
mikehoSemi-Pro I
asked in Retail-Commerce

Run import scenario only if new file has been synced

I have an import scenario that will create sales orders from files added to an FTP server. I can set up an automation schedule to run the import scenario (we need it to import multiple times a day), however it is unpredictable when new order files will be added to the FTP site and I don’t want the import scenario to run if a new file hasn’t been synchronized, otherwise it will create duplicate sales orders in Acumatica.Anyone have any direction on the best way to go about this?

5
A
Freshman II
6 days ago
L
Semi-Pro II
larrylySemi-Pro II
asked in Reports and Generic Inquires

How to create a multi level axis in report designer

Hello everyone, Does any one knows how to create a multi level axis in the report designer? Report designer is adopted from excel. But the charts setting is limited. I want to create a multi level chart that grouped by month and product. Has anyone done this before? Thanks for sharing.  Excel sample: 

1
BenjaminCrisman
Acumatica Employee
6 days ago
M
Jr Varsity III
MRoszkowski15Jr Varsity III
asked in Distribution

Limit Ship Via code visibility based on Sales Order vs. Purchase Order

Our client is using an external shipping calculation for Sales.  Specifically EasyPost.  There are a number of Ship Via codes they will use for Sales.  At the same time they want to be able to use a different set of Ship Via codes on Purchase Orders.  Right now in both Sales Orders and Purchase Orders you see the same set of Ship Via Codes.  Is there any way to limit which are seen based on the document type?

6
Gabriel Michaud
Captain II
6 days ago
R
Jr Varsity II
RajginoyaJr Varsity II
asked in Develop Customizations

How to change status wise Material Numbers in the report parameter

How to change Status wise Material Numbers Display?Thanks!

6
Laura02
Captain II
6 days ago
param2022
Jr Varsity II
param2022Jr Varsity II
asked in Reports and Generic Inquires

Populate the Material selection in report based on the status of material

I have my custom report. I want to populate the material number selector based on the status and date selected in the above parameters. How can we do that any ideas ??Report screenThanks

1
BenjaminCrisman
Acumatica Employee
6 days ago
D
Jr Varsity III
donnadeskins55Jr Varsity III
asked in Develop Customizations

How to modify Category list on Task screen?

I have a customer who wants to change the Categories list on the Task screen. It doesn’t appear that I can do this on either the new Workflow or in Automation Steps.Where would I do this? 

8
S
Freshman I
6 days ago
G
Varsity II
girik06Varsity II
posted in Distribution

Upload button in Shipment screen

Hi,In shipments screen Details Grid, I added Upload button and trying to update Existing data through Excel, It updating for only first line. Not updating for remaining lines.Below is the Code I gaveIn Aspx: AllowUpload=true for details gridIn Graph Extension:[PXImport(typeof(SOShipLine))]        [PXViewName(Messages.SOShipLine)]       public PXSelect<SOShipLine, Where<SOShipLine.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>>, OrderBy<Asc<SOShipLine.shipmentNbr, Asc<SOShipLine.sortOrder>>>> Transactions;Can anyone suggest on this to update all lines in grid.         

2
Naveen Boga
Captain II
6 days ago
G
Varsity II
girik06Varsity II
asked in Develop Customizations

Upload button in Shipment Details grid

Hi,In shipments screen Details Grid, I added Upload button and trying to update Existing data through Excel, It updating for only first line. Not updating for remaining lines.Below is the Code I gaveIn Aspx: AllowUpload=true for details gridIn Graph Extension:[PXImport(typeof(SOShipLine))]        [PXViewName(Messages.SOShipLine)]       public PXSelect<SOShipLine, Where<SOShipLine.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>>, OrderBy<Asc<SOShipLine.shipmentNbr, Asc<SOShipLine.sortOrder>>>> Transactions;Can anyone suggest on this to update all lines in grid.         

7
Naveen Boga
Captain II
6 days ago
D
Freshman I
dmccoy27Freshman I
asked in Manufacturing

Tracking both Lot and Serial numbers on an item.

Is it possible to configure Acumatica lot/serial classes to track both lot and serial number on an item? 

4
angierowley75
Acumatica Moderator
6 days ago
B
Freshman I
bhagyat25Freshman I
asked in Develop Customizations

PXSelector with where condition

Need to filter out vendor codes from BAccount DAC. Now it is loading all the BAccounts.#region VendorID               [PXUIField(DisplayName = "Vendor", Required = true)]        [PXDBDefault(typeof(BAccount.bAccountID))]        [PXSelector(typeof(Search<BAccount.bAccountID>),                    typeof(BAccount.acctCD),                    typeof(BAccount.acctName),        SubstituteKey = typeof(BAccount.acctCD),        DescriptionField = typeof(BAccount.acctName))]        public virtual int? BAccountID { get; set; }        public abstract class bAccountID : PX.Data.BQL.BqlInt.Field<bAccountID> { }        #endregion

2
darylbowman
Captain II
6 days ago
E
Freshman I
ellidacornavacaFreshman I
asked in Reports and Generic Inquires

How to Include Inventory Items with 0 Qty Produced in Report

I’ve created a report that groups Inventory Items so that I can sum Qty Produced for each item over a given time frame. The goal is to have a column for Inventory ID/Description, a Qty Produced Goal Column, and an Over and Under Column for the sum/difference where an item was over or underproduced where even if the item has not been produced, it would still show on the report. For instance, no CHOC400 had been produced, it would still appear on the report, where:Goal = 700Qty Produced = 0 Under: -2060Instead the report is only showing if the item has been produced. So, for example, an inventory ID, CHOC400 which has not been produced this month, isn’t showing at all. How can I fix this? I’ve attached a copy of the .rpx version of the report that’s saved as .doc so I could upload it.  

4
E
Freshman I
6 days ago
swittrock
Freshman I
swittrockFreshman I
asked in Reports and Generic Inquires

Formula help in a GI

I am getting a syntax error with this formula and can’t quite figure it out.=IIF ((DateDiff(interval, [ARInvoice.DueDate], Today()) >=30 and (DateDiff(interval, [ARInvoice.DueDate], Today())<60, [ARInvoice.CuryDocBal],0)I am trying to create columns of data depending on the “aging” of the invoice balance in a GI so that we can export to Excel for submission to our Auditors.  The value should either be zero or the invoice balance.I have this similar formula that works fine for current invoices:  =IIF ([ARInvoice.DueDate] >= Today(),[ARInvoice.CuryDocBal],0) Thanks!

11
swittrock
Freshman I
6 days ago
R
Freshman I
ReddyFreshman I
asked in Financials

Error: String was not recognized as a valid DateTime.

When processing non stock item the following error has occured Error:String was not recognized as a valid DateTim 

3
Naveen Boga
Captain II
6 days ago
S
Varsity I
ShahidaValiSyed04Varsity I
asked in Develop Customizations

How to create data view of Extension DAC in extension graph?

Hi Guys ‘I am not able to create a data view of extension DAC in Extension Graph  public PXSelect<SSSLocationExt> Locationtest;Getting this error  CS0311 Thanks

5
Naveen Boga
Captain II
6 days ago
J
Freshman I
jpalyan1981Freshman I
asked in Financials

Bill Status 'Under Reclass' error

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. 

4
J
Freshman I
6 days ago
K
Freshman II
kevinheng21Freshman II
asked in Distribution

Purchase and Purchase Receipt Auto Create Bill

When I release purchase receipt with auto create bill check box, the discount amount in purchase and bill display difference value where currency not USD  

1
M
Jr Varsity I
6 days ago
F
Freshman I
Fie
asked in Develop Customizations

Add Department Values in Posting Class Screen

Hi Acumatica,Just want to ask on how to add the values in Posting Class > Combine Inventory/Accrual Sub-Account From: Thank you!

1
M
Jr Varsity I
7 days ago

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