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Does anyone know of a tool to mass update/copy/populate BOMs or Production Orders? My company is an engineer-to-order business that manufacture custom products under 4-5 product lines. For instance, Product Line #1 can have a seemingly infinite number of one-off configurations. To capture these types of products we typically use an “empty” BOM with just the routing and use the production order as the document where the BOM gets filled out (combined effort from estimating/project management/engineering departments). However, our end users are facing some difficulty with the time it takes to populate / mass-update production orders. For instance, we typically see sales orders of 80-100 repeatable (or non-repeatable which takes longer) one-off products that all fall under the same product line. These are specific to the customer and do not all ship at the same time so we choose to break them up by the ship date. So typically we would see a Sales Order with 8

I want to fire an import scenario to update a user field on multiple stock items when the Vendor Price Worksheet is released.  The BE will work only when Raise Event is For All Records which means the import scenario is run multiple times.  I would like it to only run once.

When add row to grid have error:Object reference not set to an instance of an object.View:[PXCopyPasteHiddenView]        [PXViewName(Messages.WorkOrders)]        public PXSelect<AMProdWorkOrder,           Where<AMProdWorkOrder.orderType, Equal<Current<AMProdItem.orderType>>,               And<AMProdWorkOrder.prodOrdID, Equal<Current<AMProdItem.prodOrdID>>>>>           WorkOrders; var wo = new AMProdWorkOrder                {                    OrderType = prodItem.OrderType,                    ProdOrdID = prodItem.ProdOrdID,                    NbrUI = nbrUI,                    SubWorkOrder = $"{prodItem.ProductOrdID}-{nbrUI}",                    Date = dateRow.Date,                    WcID = dateRow.WcID,                    Capacity = dateRow.Capacity,                    PlanQty = dateRow.PlanQty                };

PXResultset<CSCalendarDate> calendarResults = PXSelect<CSCalendarDate,                Where<CSCalendarDate.calendarID, In<Required<CSCalendarDate.calendarID>>>,                OrderBy<Asc<CSCalendarDate.calendarID>>>                .Select(Base, (object)calendarIDs); List<CSCalendarDate> calendarDates = new List<CSCalendarDate>();            foreach (PXResult<CSCalendarDate> res in calendarResults)            {                CSCalendarDate dateRow = res;                 calendarDates.Add(dateRow);            }I have error at this  in calendarResults row. Cannot create an abstract class.Its my DAC:    [Serializable]    [PXCacheName(Messages.CalendarDate)]    [PXProjection(typeof(SelectBase<CSCalendarDate,         LeftJoin<CSCalendarExceptions, On<CSCalendarDate.date, Equal<CSCale

Hi. Currently, I’m having some issues by expanding the following item of the endpoint (in order to retrieve the Email of a Contact related to a Project’s Address): The Tab, DAC, View and wanted field to retrieve in the endpoint (Project - PM301000)The wanted field to retrieve in endpoint, mappedThe error I got by trying to retrieve the field I would like to add, that the the View (Billing Contact) does not have any ContactID field to map, and also fails the endpoint even if I add it m

I feel like I know nothing about SQL even after spending 10 plus years using it on other systems when it comes to trying to use Generic Inquiries to create reports. Which I have to do because Acumatica does not have the ability to write SQL directly against the database and produce results (This is a massive feature that I can’t believe is missing and hope 2025R2 addresses it). I need to create a Generic Inquiry that looks at Customer records takes a parameter for CreatedDateTime FROM and CreatedDateTime TO. All I need to do is look at Customers whose CreatedDateTime field falls between those two parameters and run a simply COUNT function to see how many customers were created between those two dates. This seems literally impossible to do via Generic Inquiry. In SQL all I would write is SELECT COUNT(*) FROM CustomersWHERE CreatedDateTime>=1/1/2014 AND CreatedDateTime<=1/31/2014Though if you look at t

If we have Installment Terms in the Credit Terms for Customers, is there any way to create those Invoices before shipping the Product?Basically, our client has Terms for Customers that require progress/installment Payments including the Invoice before Product is shipped.I am running into two issues. If trying to create a PrePayment, I cannot do that if the Credit Terms have Installments.If I want to use the Installment functionality to create Invoices, I can't do that until the Product is shipped Any ideas on how we can solve this ?Ideally creating Invoices ahead of Shipment and utilizing the native Installment functionality on the Credit Terms. I know both my issues are apparently expected,  but we need to find a good way to have Installment payments done before Shipments.This is very common in the Manufacturing industry / custom machinery

So i created this report. I'm grouping the customers first and ARtran.RefNbr. But it is not working, how can i fix it.This is the relationIts not working. 

First, I tried to eliminate duplication of lines on multi-package shipments by moving the ShipLine fields to a new Group Section as suggested. When that didn’t work, I undid the changes and saved. But now I have all of this space although the height is still 0.16667in.Even publishing the previous version .rpx file to the server doesn’t eliminate the space.Any help out there?

Has anybody figured out how to show multiple tracking numbers per shipment, so we can have that populated in an email template to notify our customers with all tracking numbers along with the URL linked. Just looking for an example if somebody has cracked this code. Scenario: Shipment document might have few line items which needs to be shipped and the shipper packages into multiple boxes and gets tracking number for all those boxes, the tracking number gets stored against each package. How do we show those tracking numbers in the email template with looping so it has the tracking number and URL to click. Appreciate the response.

How do we give access to the Screen Configuration for a user without granting ‘Administrator’ role?

Hello Has anyone seen this error? I added Mass Actions to a GI for Production Order Ticket, but when I try to mass edit them or even one, I get this error. I was looking to complete or cancel multiples at once.  

Customer have Company wise Financial Calendar . I am running my 12 months BS based on Master Calendar”  What variable I can use to display the Respective company wise Periods (Eg :11-2025 ,12-2025) .   

I need to customize the Report definition of Balance Sheeti.e. Adding custom texts , Changing to custom header Is this possible? and How ?

-Version 25 R1-Ms Edge autofill is turned off (e.g. edge://settings/autofill/personalInfo). On the customer master general screen (or on the customer contact screen), when I enter the customer contact phone, I get blocked. Specifically, I select the field by either tabbing or clicking on the field and one of our IT admin phone numbers is displayed, but not entered.I can’t enter a phone number while I have the field selected, thus I am not allowed to enter a phone number. Here it is:  When loading the customers, I did use a generic email address at my first loading for all our customers and this phone number was used with this because I didn’t want testing correspondence to go to customers. Future import scenarios removed this email address and phone number. → I tested with oth

When sending SO to customer, how do I add the salesperson’s email in CC in my notification template? I’ve tried the below which doesn’t work. Appreciate if someone can help please. 

We’re experiencing some odd behavior with the main search field. No results are returned when using a combination of three or more numerals and “AS”.Specifically, we have a stock items called “MAS513” with different suffixes, like AO, A12, and AS. Using the search bar at the top gives results for searches of “MAS513”, “MAS513-AO”, and “MAS513-A12”, but not for “MAS513-AS”. “MAS AS” and “13-AS” give results and can find the item, but “513-AS” does not. It works without issue in grids’ quick search field. It seems like ‘as’ is a keyword but only in certain circumstances? Does anyone know why this would be happening?Thank you for any insight you can provide,

We upgraded from 25R1 to 25R2 and the add-in for classic Outlook 365 stopped working.  I reviewed help and it seems there are some updated steps for registering the Acumatica instance in Entra.  Under the Expose an API section, we need to add an Application ID in the format of api://<fully-qualified-domain-name>/<app-id>.  We are on SaaS - what do we use as the fully-qualified-domain-name?  Entra does not accept mycompany.acumatica.com since its not verified.  I can’t verify it since I can’t add it to my DNS.  Any insight?

We are trying to clean up old vendors from our list vendor but do not have a way to identify the VENDOR status without having to drill down and open each one which is rather inefficient and not as useful as “VENDOR” status.  This may be to do a user before my time messing with the generic inquiry schema or is that how everyone’s vendor report appears. We do have MASS EDIT option SELECTED and can INACITIVE the VENDOR(s) accounts all at the same time once we have the VENDOR STATUS column available in the GENERIC INQUIRY.Does anyone know our VENDOR GENERIC INQUIRY would have a column for CUSTOMER STATUS rather than VENDOR STATUS?  The Vendor status also does not appear in the list of fields that can be selected to be visible in the report edit options.  . 

Is there a way to have a certain payment type always post as a prepayment instead of a payment? For context:We create sales orders and send them to customers so they can pay for their items before they are delivered. The payments made through the integrated payment processor all post as "Payments" which creates a negative AR and really throws the AR Aging reports and overall AR out of whack. Especially since it can be a month or more before an animal is delivered and the SO is converted to an invoice, thus balancing out the AR. Manually generated payments can be posted as "Prepayments" and thereby coded to Customer Deposits instead of AR on receipt and don't cause that issue. Ideally, we'd have specific payment types automatically generate as "Prepayments" instead of "Payments" so that they post to our Customer Deposits account until the item is delivered and the transaction completed. Does a

Hello all, I have a generic inquiry created that is supposed to calculate the quote to order conversion rate. The formula we are using is (Number of SO orders with QT type as an original order type) / (Number of QT order type in the system). This is the result: All three fields are calculated fields, using Sum() directly in the formula. Since I am using aggregate function, the GI requires a group by on Order Type. Else it would throw an error. The calculations are all correct by order type, but I don’t want it to be by order type. Using the screenshot above, I want the GI to only have one line, where 2 / 1123 = 0.001809Any idea on how this can be accomplished? Thanks all! 

I am creating a GI and need to pull for a Date, however the field i need to use is a DATETIME field.  I feel like it should be easy to convert it to a DATE field only but it doesn’t seem to be.  Any hints?  I’ve tried every scenario that i can think of and google...I’ve added things to the Data Field, Schema Field, Style etc.  i can do a LEFT(Start Date,11) but then when i try to add a condition that it pulls @Today, nothing will show.  I am assuming it’s b/c of the timestamp attached to the Date.  

 I am facing an issue with a customization on the Acumatica 2025 R2 Receive and Put Away screen and would appreciate your guidance.Issue Description:I have added a custom Action Button on the Receive and Put Away screen. When the button is clicked, a popup window opens that displays a list of active locations in a grid with selection checkboxes.The expected behavior is that when I select multiple locations in the popup and confirm the action, all selected locations should be processed and set to inactive.Actual Behavior:When more than one location is selected, only the last selected location is being processed and inactivated. The previously selected locations are ignored.Expected Behavior:All selected locations in the popup grid should be processed together, and

Hi, I had to create a custom EFT Export file from scratch for a client without the Canadian localization due to cost. It does export and we sent to the client’s bank CIBC for testing. We did get some errors back. For the most part the I believe most of the errors can be corrected but need help formatting the file to comply with the 1464 characters requirement per line. I have attached a copy of the export file and CIBC requirements. Would anyone be able to provide guidance to update the export file?     Thank you,Frances  

Hello i need help on sales tax. December was inadvertently closed and i need to retrieve the December invoices. They are not showing up in the tax detail report in any other months. I thought they would show in Jan but they are not. We need in order to file taxes.