Discussion Forums

We are encountering what appears to be a functional and mapping gap between Change Orders (PM308000) and Projects (PM301000) related to Quantity (QTY) and Unit of Measure (UOM).Observed BehaviorWhen a Change Order is released:Project Revenue Budget and Cost Budget lines are created correctly Amounts populate correctly All other fields flow through as expected QTY and UOM do NOT populate, even though they are present on the Change Order line Manual entry is required within the Project screen for Revenue and Cost Budget for both QTY and UOMThis occurs when the Change Order line does not have an Inventory Item specified.Support FeedbackSupport has advised that this is currently considered standard system behavior, noting that if the source line in the Project Revenue Budget has no InventoryID, the system does not default the UOM from the Change Order.While this explains the behavior, it does not align well with construction industry workflows, where:Inventory items are not always used QTY

I’m customizing the SO301000 screen in Modern UI.  I created a Dialog Panel in the .html file and linked it to the TypeScript class with @viewInfo and createSingle/createCollection.  However, the panel does not display when I open the screen.  I’ve attached my .html and .ts files. Can anyone point out what I’m doing wrong or missing in the setup?  .htmlimport {    GridPreset,    PXActionState,    PXFieldOptions,    PXFieldState,    PXView,    controlConfig,    createCollection,    gridConfig,    columnConfig,    createSingle,    viewInfo} from "client-controls"; import { SO301000, SOOrderHeader, SOLine } from "src/screens/SO/SO301000/SO301000"; //export interface SO301000_SKModernUICST extends SO301000 { }export class SO301000_SKModernUICST extends SO301000 {       AddRBInvoiceOK: PXActionState;     @viewInfo({containerName: "addRBinvoicefilter"})    addRBinvoicefilter = createSingle(AddRBInvoiceFilter);     @viewInfo({containerName: "RBinvoicesplits"})    RBinvoicesplits = createColle

Hello everyone,Is there any way to have the fields show the % symbol after the number in a column in a GI?  

I am wondering if it’s possible to unlink Customer and Company. This customer is extended from a Company.The reason for this is we want to change Company type from not having branch to have branches.To be able to do this, the Company cannot have customer/supplier extended.I try to delete Customer however because it has transaction, this cannot be done hence I’m looking for an option to unlink.

Hello everyone,I’m asking if someone can help me with this issue. I have custom fields in the Contact tab, which stopped working for me after converting to Modern UI. This is my code, and I’m not sure what’s wrong. Thanks in advance  

Hello,We have just created a budget in Acumatica.Is there a way to :(1) Link the budget line item with the bill / cash purchase transaction(2) Automatically flag an invoice when it exceeds the budget for that vendor?  We are looking for various ways to instore controls to ensure that our actuals do not exceed the budget. 

I have a client who pays sales tax on Purchases.  Most of their costs flow into projects.  We cannot get the journal entry lines for the Taxes to honor the project default cost subaccount, so the tax GL lines always go to subaccount “00”.Is there a way to use a project allocation to create a new project transaction and journal entry that will credit the “00” subaccount in the original transaction, and debit the Project’s default cost subaccount?  That’s the only way that I can think to solve this problem out of the box.I have tried a few allocation rule setups and they all fail, so before I go any further I’d like to know if this is even possible.  Or maybe there is something I’m missing in another area.Thank you!John J

This is a two-part question/request for guidance. I need to set up AR so construction billing will retain tax on the retainage. I understand we need to specify the retainage tax payable account/subaccount in TX205000. We use Avalara for tax calculations. I have not found any documentation to help guide me through this process or show me the accounting flow of this. Can I assume the retained tax account would be a liability account? I have a test tenant, but do not have an Avalara sandbox so testing is useless at this point. Thanks. 

Hi all, any thoughts on if you could trigger a business event on demand?The event currently is set up to trigger by schedule. The source screen of the event is a generic inquiry. The subscriber of the event is import scenario. We are creating AP Bills through the import scenario on a schedule. Currently the business event is working, but we would like to explore the option to trigger this event on demand instead of on a schedule. I know two other options are to trigger by action and trigger by record change. To trigger by action, this would involve creating an action button on the generic inquiry. Any ideas how to make this happen? I tried by enabling mass actions on the GI but it did not work. To trigger by record change, I thought of using a check box field, where if the check box is selected, then run the business event. However, I would need an option to mass select the check box for all records, because when the event is triggered, it can’t be looking at just one record. There cou

Hello! Currently my coworkers and I are working out of different versions of Outlook. I am using the older version while he is using the new version. We both work out of Chrome. When I go to drag and attachment from outlook (old) and drop it in the files of a sales order, I can do that with no issue. However, when he tried to do it on his outlook (new), it will not allow him. The only way we are able to add an attachment for him is by saving the PDF to a folder then dragging it from there, which we are trying to move away from. Has anyone else experienced this? If so, did you find a solution? Thank you!

Hello all!We have an accounting employee that when running large jobs, gets kicked out of Acumatica. I know we can change the time out which we have to 30 minutes. We lowered it for security reasons. I didn’t see a way to change it per person so I assume that is not allowed. Is there a way to trick the system to stay logged in longer? Moving the mouse, etc.Thank You!

I’m working with a customer who is setting up a fairly lengthy configurator for their industrial product. He discovered that if he missed an option for one of the features, and then adds it in under the Features form, that it will not pull this new option into the selection set within the maintenance for his configuration. He ends up having to delete the feature, and then add it back in and recreate all the rules associated with that feature. I did see that you can export options and rules, then import them again when you recreate which should help the situation.Has anyone else noticed this, and is there any other way to update the feature without having to remove it from the configuration. I tried using the refresh tool and that didn’t appear to pull in the new option. Thanks in advance for any assistance or suggestions.

This seems to be an interesting function but we dont know what business case it would be helpful in.As it provides a string of all values it has limited value but there must be some reason why it was added.I would be interested to know if anyone has found a use for this.ThanksJames 

Hello, we are in 2024R1, can anyone please suggest the best way to hide this side panel. We are able to hide the actions inside the side panel but not the entire panel.   

Hello-The mission is to use business event to trigger an import scenario subscriber to create AP Bills. The business event will be triggered on a schedule, the source screen is a Generic Inquiry containing fields that is required for an AP Bill creation. The bill ref. nbr is auto generating. We want to create bills based on vendor ID. Meaning if each line record in the GI has the same vendor, then they should all be imported under the same vendor in the same bill. Currently, my business event is firing, and it is creating a bill. But it is creating one bill per each line on the generic inquiry. I want one bill per vendor. This is the import scenario, salesPersonID field on the GI is the field we want to use as vendor on AP Bill.  This is the Generic InquiryI’m open to any suggestions.Thanks! 

We have a maintenance service contract with a customer that has multiple locations, and need to bill the contracts for all the locations into one bill to the main customer. We need separate contracts because the appointments need to be created for each location being sent to different field technicians. 

Hi,Have noticed that when it comes to shipping our manufactured items, the Shipment document will split one shipped item ID into multiple lines, which corresponds to one for each quantity we produced under Move/Labor under Manufacturing.I presume this is because an allocation is created for each Move/Labor document, as opposed to the gross produced quantity as a whole.Needless to say, this can get rather messy when shipping, if for example we manufacture 1 units per day for 60 days. When we ship the 60 units, we end up with a long Shipment document of 60 lines of the identical item with 1 qty each and a puzzled freight carrier.Is there any way of consolidating the Shipment document to present this as one shipment line based solely on the Inventory ID?Thanks in advance!

i have role Admin and have full access rights to report. Report have one parameter: Please help me. All report in system when i selected  is no data availible parameter. I think it's a permissions issue. But I also have administrator access and access control for report.

Hello Experts, How can we design a dashboard were open invoiced status whose payment is left and payment status which is completed, to be show in single column chart graph

Hi all,Someone asked me an excellent question, and I’m asking here because it feels like something there probably is an existing tutorial for, but I'm failing to find it in my searches.Assuming a customer has Azure Entra ID configured for logins, and native users are all forbidden (So OData via basic Passwords isn’t available)Has anyone got complete instructions/a complete tutorial for configuring a PowerBI connection to Acumatica as a Connected Application (To retrieve data)?I’m slightly afraid I’m going to have to teach myself how to write a Power Query connector from scratchhttps://learn.microsoft.com/en-us/power-bi/connect-data/desktop-connector-extensibility#certified-connectors(I have looked into installing the Acumatica content pack for Power BI, but I’m under the impression that pack isn’t maintained fully, and I’m having problems installing it which I’ve reached out to Microsoft support to help me diagnose.)

Hello, I'd like some advice on how to appropriately configure pricing and discounts to solve a business need. Here's a concrete example:- For simplicity, let's say we have three different 12oz Cups: white, black, blue. - If a Customer orders 120 12oz Cups, in various colors, they get 10% off those products. - I can't set up this scenario using Sales Prices, so I'm using a Group Discount instead. I like everything about the functionality of Group or Document level discounts...except for one thing: On the ARTran table, the Sales Price—and resulting product margin—aren't correct, because it's applying the discount as a separate line item.  I'm hoping there is just a setting somewhere to "apply discount to components evenly". How have others handled this limitation, or is there anything I'm not thinking of?  ​​​ 

Ex. I need to set up work flows in my interwork like below:Step 1: Sale Order creates a Sale order.Step 2: The SO is sent to the accountant for review.Step 3: If approved, it moves to the Financial Manager for verification.Step 4: If approved, it moves to the General Manager for final approval.Step 5: Once approved by the GM, the PO status changes to Approved and can be processed further.Please kindly help me to show how to set up it and I don't how to set up correctly and chose. Thank so much for sharing  

Hi,  I’m trying to set up an approval map for orders based on the terms in the financial section of the SO. See attached image. However the orders don’t go into approval mode. It goes straight to open.   

Hi Acumatica TeamI have a FA that have been reversed on feb 2024, currently my client needs to Close 11-2025 period but he can’t, Acumatica show the following message:Not deprecated by the book in 11-2025 period:I did the tracking of the depreciation, and I verify that my client only calculates the depreciation of 11-2025 but without running the depreciation.I verify that Acumatica does not allow reversing the calculation.Is there a way to close the period in this scenario?Thanks you very much for your attention Karolina 

I’m trying to create an import scenario that will trigger the “Create Quote” button on the opportunity record.I’ve tried placing the dialoges in a few different spots and using opportunity summary for the <Dialog Answer>. No luck yet.Thanks for the help,Matt