@Chris Hackett Yes, for the AR, I used the filter as described and it worked. I am having issues however with the same report for AP. The column for unreleased retainage seems to be showing the total balance for the customer and not any unreleased retainage...
We are in 2020R2 currently but will be upgrading to 2022R1. Are you saying this issue is fixed in a later version?
We use average as valuation method We use the default price on the item in the pricing info of said item for appointmentsTo correct a statement I made earlier, it changes the cost whether or not the price is higher or lower than before and only changes once we change the date of the invoice.
We go into the appointment and click run appointment billing.It creates an SO invoice
Hi @kbeatty21 , here is the error trace. I tried the filtering option you gave but it did not give any results. 19/09/2022 13:15:07 Error:Object reference not set to an instance of an object. at PX.Web.UI.PXSoapDataSource.AppendParameters(PXGrid grid, String idPref, ReportParameterCollection pars, PXSelectEventArgs args) at PX.Web.UI.PXReportViewer.Selector_Select(Object sender, PXSelectEventArgs e) at PX.Web.UI.PXSelectEventHandler.Invoke(Object sender, PXSelectEventArgs e) at PX.Web.UI.PXGrid.OnSelect(PXSelectEventArgs e) at PX.Web.UI.PXGrid.PerformSelect() at PX.Web.UI.PXSelectorBase.GetCallbackResult(PXCallbackCommand cmd) at PX.Web.UI.PXCallbackManager.RenderControlsData(PXCallbackResultMethod resultMethod, XmlWriter writer) at PX.Web.UI.PXCallbackManager.GetCallbackResultInternal(PXCallbackResultMethod resultMethod)
@laura01 Thanks Laura. However, I tried a few days ago and the financial Period field was not available to be selected in the report, only the aging date. I then tried to adjust the report to add the Financial Period Field. I was successful in adding the field but when I click on it to change the financial period, I get the following error:
I would want the portion that normally would be tax, to be included into the same expense G/L as the item.
@byates Sorry, I mispoke. yes, we can do debit adjustments. We had issues in another area related to this not exactly this. Thanks for thee quick response however.
This is a great idea and we do the same thing. Also, the debit adjustment should allow us to do partial adjustments and not simply reverse the whole AP Bill
Hi @Naveen B Thank you for the update. 2 questions:why do you put =-2 for the line number in order to make the deletion happen and why is the row where the line number =-1 disactivated in your import scenarion? How do I add more than one Service Order Type to the customer at the same time using an import scenario?
Hi @Naveen B ,Yes, I want to know how I can delete, for example in your screenshot above, the Service Order Types “INST” and “SUPP” for numerous customers at one time via an import scenario I assume. Also, I would like to know how to add all 6 of the service order types in your screenshot above for numerous customers at the same time via an import scenario. Thank you, Joe
Hi @ChandrasekharM , yes we are looking to see if we could get the signature on the PO form based on the Owner of the PO.
We understand that there is one PO per SO line. However, when we get to the point of issuing a PO and realize we cannot order the full quantity of one specific item form the same vendor and make a 2nd PO with a different vendor for the remaining quantity of the same item, the 2nd PO does not create a new line for that item in the SO. The purchaser has to go back into the SO, change the quantity on the original line and then make a new line for the remaining quantity and then go back to recreate that 2nd PO. This is quite tedious, especially nowadays where there are more and more situations of one vendor not having enough stock. If we could copy and paste a whole line of an SO, that would help somewhat, but there is no way to do so.
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