Discussion Forums

Dear Team,I noticed that in Acumatica 23R1, I could create inventory transfers with a quantity of 0, but in 25R1, the system shows an error and prevents this. Is there any release note or setting I might have missed causing this change?23R1:25R1: I would appreciate your guidance on resolving this.

Hi All,The reason I want to import is so that from one Service Order, the system can automatically create multiple appointments, allowing staff to see their calendars for the scheduled period.I’m trying to import appointments from a Service Order. The business event and subscriber run fine, but the appointment never gets created.I’ve attached my GI and mapping — could you please take a quick look and let me know if you spot any mistakes? really need to fix this soon.Thanks a lot!I use generic service order FS3001PL as data provider 

I am trying to set up my Carrier Labels for both UPS and FedEx integrations. I have verified UPS and FedEx have a ZPL label format file type chosen.Do I have to go to Report Designer for the Carrier Label form and build a label from scratch? I assumed Acumatica, via its connections built in for UPS, would have a UPS label file already built.

The custom table includes the NoteID column.  It is available for users to populate manually on the custom form, however I don’t see the “Note Text” field as an option on the import scenario list of fields.Thanks in advance!

I am having trouble “Retrieving” transactions in “Process Bank Transactions”. It says successful when i click retrieve but nothing comes in. Then i try to load transactions in test mode and it only shows what has been brought in. Currently, we only have transactions brought in through 12/17. But when I look at transactions on the American Express side, it shows transactions from 12/18 and 12/19 that should have come in. Aside from American Express, our Bank account feeds only worked for one day. The day we migrated them after the upgrade to R2 2022. Since then, nothing has come in on those feeds.

Hi! I need help pulling some information from the customer account in Acumatica.  I need the bill-to address and bill-to info found under the billing tab of the customer profile.  I also need the customer’s shipping account information when we ship using the customer’s carrier and account coming from the ship via field on the shipping tab of the customer profile and the carrier account also found in the shipping tab of the customer profile.If someone could send me screenshots of how to set it up as I don’t completely understand how to find and pull the information from tables it would be really appreciated.  Otherwise, I would have to go through accounts one by one and and manually fill this information in.Thanks! 

Basically the following record doesn’t allow me to navigate, even though I have the same setup on another screen and it works, maybe its something I’m missing with Many2many and parent child setup, when I pick a record nothing happens and the field resets to the value of the current recordI was basically going for a Many2many relationship between my custom dac and the Contact dac, and having in a FormGrid screennamespace Telemarketing{ [PXPrimaryGraph(typeof(TeleMarketerListMaint))] [PXCacheName(Messages.TeleMarketerList)] public class TeleMarketerList : PXBqlTable, IBqlTable { #region ListID public abstract class listID : PX.Data.BQL.BqlString.Field<listID> { } [PXDBString(15, IsKey = true, IsUnicode = true, InputMask = ">CCCCCCCCCCCCCCC")] [PXDefault()] [PXUIField(DisplayName = "List ID", Visibili

I have a customer who uses EDI.They will send me an order for items and a display case.I want to invoice the items via EDI, but NOT the Display Case; that case has to be manually invoiced to the customer’s platform.Is there a nice way to do this? I’m trying to avoid asking them for 2 orders, but I can’t think of a better way to isolate these Display Cases. THANK YOU!

We work with hundreds of vendors, some with whom we can drop-ship and some we cannot.  Is there a mechanism by which we can prevent a user from creating a drop-ship PO on a certain items or with certain vendors?

i am getting error when i process sales order with in-store pickup option. I have Laval already mapped to my Ship Via. Each time I process the order, it creates a new field as pointed with a red arrow. Can you help me fix this? Thank you! 

Hello Team,I have a business case where there is an Purchase Order with 10 items. When doing receive we found out Vendor only send 4 items but already issue invoice for 10 items. Question: which record to use in this case to record 6 missing inventory?Expect Accounting:Record for missing inventory  Debit Credit Inventory missing Account  Amount   Payable Account   Amount Record when Vendor ship 6 items back  Debit Credit Inventory Account Amount   Inventory missing Account     Amount  Thank you for your attentionYên Chi

Hello. Is it possible to create the Active directory user via API or Import scenario. The import doesn't create the user, even though it completes the import. Failing on the API side as well - I can create the native user but not API

I have a list of customer ID that I need to filter. Instead of entering them one by one in the Condition tab, is there a way to upload or write the list of Customer ID in a formula so that the result of my GI would only show from the list? Is in condition does not seem to be working for me or am I doing something wrong? Thank you for your help.  

Hello,When creating sales quotes from opportunities the window keep the "Set New Quote as Primary” tick box selected by default for all the quotes created.  Is there a way to keep this ticked off for any subsequent quote created after the first quote? Thanks,Dulanjana

I am fairly new to ACM and would like some help on editing my purchase orders GI. Just as the GI shows the Order qty and the Open qty, I need to be able to see the "total qty on receipts".Additionally, I need a condition where it only displays the purchase orders where the "total qty on receipts" is not equal to the Order qty.Can anyone give me the steps to do this?

I have read that Acumatica is working on running on Linux with .NET Core. Will Apache / Nginx be the web server used? Would PHP be a better solution than .NET Core?Can Acumatica run on Apache on Windows?

Hello all,How can I calculate the original subcontract amount for an individual subcontract? Or where can I find it?The Ext Cost column looks to be dynamic but I’m looking to keep a track of the original cost too.

I have managed to add two custom fields to the Line details (Time and Material) of the pro forma screen.We need them to be editable once the status is closed, but in doing so using code, all the fields are editable which is a bit dangerous as the invoice is already released. I then checked the workflow and it has no setting for disabling all the Pro Forma Line line (All Fields) in the Closed Status.  I thought, lets add it.  Still all are editable. Really need to stop all the other fields from being editable so hoping for some help here. My code:  public class ProformaEntry_Extension : PXGraphExtension<PX.Objects.PM.ProformaEntry>  {    #region Event Handlers    protected void PMProformaTransactLine_RowSelected(PXCache cache, PXRowSelectedEventArgs e)    {            var row = (PMProformaTransactLine)e.Row;          if (row == null) return;        cache.AllowUpdate = tr

I’m trying to find the budgets for the individual 12 months are. GLBudgetLine is supposedly where they are, but they’re not there. How Can I add these budgets to a GI? 

Using the Amazon integration.  Does anyone have a way to automate the batching of deposits from Amazon Payments?  

Hi AllMy organization is looking to implement e-signature in our Acumatica instance.The proposed use case scenario is for customers to use an epad to sign on invoices when they receive it from our sales team.Can this work with the current esign customization that is available, please?If not, are there any options available?ThanksAmit

Hello all,I am trying to add an employee selector field in Projects (PM301000) screen. below is the code that I had applied, but it doesnt work:[PXSelector(typeof(Search<EPEmployee.bAccountID>),            typeof(EPEmployee.bAccountID),            typeof(EPEmployee.acctCD),            typeof(EPEmployee.acctName),            SubstituteKey = typeof(EPEmployee.acctName))][PXUIField(DisplayName="TestEmployee")]

Looking for a Time Clock device that is compatible with Acumatica for employees to clock-in/clock-out of manufacturing work orders. This is possible with the Acumatica APP with an android scanner such as the TC21. But it is not practical for a shop of 20+ production employees who are clocking in and out of production orders often. It requires the user to login to the application. It is clunk and time consuming. We need the employee to be able to scan a badge and WO barcode to clock-in and out of work orders. This is nothing new to the manufacturing world. https://www.acumatica.com/cloud-erp-software/manufacturing-management/manufacturing-data-collection/ Based on Acumatic-Automated-Data-Capture-ADC-Playbook.pdf it sounded like this would be no problem. But, we have yet to fi

Help. I need the following reports: Sales By Customer By Product & Sales By Customer By Revenue

I encountered the following situation in AP: Created and released an AP Bill. Reversed the Bill from the Bill screen, which created a Debit Adjustment. In the Debit Adjustment’s Financial tab, the Original Document Ref shows correctly. Released the Debit Adjustment, but did not apply it to the original Bill. When I went to create a Payment for the original Bill, the system still allowed me to proceed with no warning or comment about the existing Debit Adjustment. Since it was not applied, this could result in duplicate payments/entries.Question:Is this the expected system behavior? Shouldn’t the system warn or block payment creation when there is an existing unapplied Debit Adjustment linked to the same Bill? Or is the correct practice always to apply the Debit Adjustment immediately after reversal to avoid this risk? Sh