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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? 

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 find anyone who can recommend a time clock that will work for this application. Summary from the Acumatica PDF: TIME CAPTUREMany time clock applications can beconfigured to collect data for shop floorlabor reporting,

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

I am testing Acumatica before we go live.  We imported sales invoices (not released), and I wanted to run a GL Edit report to make sure everything went to the proper GL.  However, when I run the report, nothing shows up.  I know that the transactions are in the system, because they are in the AR Edit Detailed and AR Edit Summary reports.  Any advice on how to troubleshoot this?

Hi Team, I added two custom fields on the approval screen and displayed data based on the bill using the RowSelected event. The data displays correctly. I also tried using the RowPersisted event, but the issue is that the filter is not working on the field. Could you please assist me in resolving this? public class EPApprovalExt : PXCacheExtension<PX.Objects.EP.EPApproval>  {    #region UsrProjectId    [PXDBString(255)]    [PXUIField(DisplayName="Project Id", Enabled = false)]    public virtual string UsrProjectId { get; set; }    public abstract class usrProjectId : PX.Data.BQL.BqlString.Field<usrProjectId> { }    #endregion} 

Hello everyone, I am in the process of creating a generic inquiry that shows an inventory valuation by date. The reports that are pre-built with Acumatica only show by financial period. The most important column is the quantity on hand (which is used to calculate the value of the inventory).Here are my joins: Most of my joins are on inventoryID or siteID.For quantity on hand I am using this:[INLocationStatus.QtyOnHand]The problem is that the quantity on hand that I am picking up is simply the latest quantity on hand, rather than the quantity on hand as of the date chosen in the parameter:  Does this seem to be a conditions/parameter issue? I am in the process of testing with trial and error on the conditions and parameters. Maybe there is another table I should use for qty on hand? Thank you all for any input.

Is it still the case that MX is not supporting BMO Business accounts as mentioned on below ?Any other recommendation if the above is true?We were able to connect bmo business to acumatica but we are running into some missing bank transactions when you retrieve the transactions.

We have a client who requires branch-specific UOM conversions.For example: In Branch A, Item 1 will have 1 bag = 100 kg In Branch B, Item 1 will have 1 bag = 75 kg Is there way we can restrict this or define branch specific UOM conversion. 

I’m trying to track down the amount of shipping fees we have paid for out going sales orders. I thought this may live in the ship via code but according to Acumatica Freight Expense Account is only used for POs not SOs.Freight Expense AccountThe general ledger account of the Expensetype to be used to record the freight amounts to be paid to the carrier. This account is not updated by the freight cost amounts from the sales orders shipped by the carrier. The freight amounts from purchase order lines of the Freight type on the Purchase Orders (PO301000) form are posted to this account on release of an AP bill created for this purchase order. When a line of the Freight type is added on the Details tab of the Purchase Orders (PO301000) form, the system copies the freight expense account from the ship via code of the vendor location selected in the purchase order.When a sales order is shipped and invoiced, I see the “Freight Cost” for that sales order but when I look at the GL batch there i

Hi Team,we would like to request a change in how the sign-off process works:(Appointments) We need the ability to capture and keep the store manager’s signature on-site. At the same time, we’d like the option for our service coordinator to enter or revise the "Work Performed" notes afterward before the final PDF is generated. This is important in cases where the technician’s original notes are unclear or incomplete.To Confirm.Whether the sign-off sheet notes issue is a known bug or configuration error. If it is possible to adjust the workflow to separate the signature capture from the final notes entry. What changes or setup would be needed on our end to enable this.Or If its need a customization. 

Error: An error occurred during processing of the field Cash Account value 10200MF    Error: Cash Account '10200MF   ' cannot be found in the system. Please verify whether you have proper access rights to this object. 

I am running Windows 10 Home,. I have installed sql server developer edition 2022 and sql server Management Studio 21.4.8I am able to run through the installation process of Acumatica, set up the database and install a new instance of the application. However, when I try to launch the application from the Application Maintenance screen, I get the message “The system cannot find the file specified”. I have no issues with connecting to the database within SQL Server Management Studio.Using Chatgpt I have validated all ISS settings. The only potential issue i can see is that windows 10 Home does not support windows authentication and this appears to be required. Do i need to upgrade to windows Pro ?Any ideas would be welcome.   

In Field Service, we struggle with not being able to change a customer on an appointment after the appointment has been completed.  This is an issue for us.  Customers often ask that we change the Customer or the Bill To Customer after the appointment has been completed. To change the Customer or the Bill To Customer, we have to create a new appointment, delete all material and labor from the original appointment and cancel the appointment.  This is tedious and time consuming, especially if we have many, 15-20, appointments on a Service Order.  In Sage CRE, we could change the Bill To Customer at any point before the Work Order was invoiced.  We could also send an invoice back to Service Management from AR, and change the Billi To Customer with ease.  Does anyone have a solution for changing the the Customer or Billing Customer with ease after an appointment is completed?​@khowe86  

We have a fixed asset that was initiated and reversed within the same fiscal period, status shows reversed and batched posted, but when the Acquisitions report is run for the external audit the asset still shows up. There isn’t a standard filter on the report for STATUS to exclude ‘reversed’.The reversal does NOT show up on the Disposals report.Why would Reversed assets be included?

hey everyone hope all good  I’ve a PO with “OPEN” Status, i want to create purchase receipt  I’ve added new action to the endpoint   I’ve added new field “OrderNbr” so i can add that to by request to find the PO   This is my endpoint request  https://company/entity/vendorpolineitems/22.200.001/purchasereceipt/AddPOOrder Http body request  {    "entity": {},    "parameters": {                 "OrderNbr": {            "value": "PPO-05298"        }       } }Error Message  "message":"An error has occurred.","exceptionMessage":"Operation failed","exceptionType":"Thanks

I’m customizing a standard Acumatica field so that instead of showing hours in 30-minute increments, it shows 15-minute increments.Currently, the field uses the default PXDateTimeEdit control (with TimeMode="True") and the standard [PXDBDateAndTime] attribute. In the UI, the time picker always shows 30-minute steps. DAC[PXDBDateAndTime( UseTimeZone = true, PreserveTime = true, DisplayNameDate = "Scheduled Start Date", DisplayNameTime = "Scheduled Start Time", TimeStep = 15 )][PXUIField(DisplayName = "Scheduled Start DateTime")]public virtual DateTime? ScheduledDateTimeBegin { get; set; }public abstract class scheduledDateTimeBegin : PX.Data.BQL.BqlDateTime.Field<scheduledDateTimeBegin> { }ASPX - xml<px:PXDateTimeEdit ID="edScheduledStartDate" runat="server" DataField="ScheduledStartDate" CommitChanges="True" TimeStep="15" />What I’m looking for: A supported way in Acumatica to change the time selection interval (in minutes) for a standard field, without c

Hello. Is it possible to building a Sales quote with inventory items and labor lines that when it’s printed or emailed, it only shows one line for parts and one for labor with their totals and with an alternate description for the two lines?

Do I need to set up a seperate Cash Account for each Company in ACM?    

Is there a way in one can restrict the access of users to specific financial statements, so that once a user has created a report, other users who have access to the finacial reports are not able to modify the newly created report?In other words, we are looking for a way to protect individual reports being modified by other users with similar roles. 

If we allow negative inventory, the system does not allow a hard link between the PO and the SO.  We have to allow negative inventory in our business model.  Have you ran into this problem, and how did you overcome it?

 Hello Acumatica Team,I have added three parameters to a report: Company/Branch, Project Group, and Project Template. However, after running the report, no data is being displayed.Here’s what I have done so far: Added the Branch table and established the necessary relationships.   Included the Branch parameter both in the Parameters section and in the Filters tab.Despite these changes, the report returns no data when executed.When I run the report without the Branch parameter, I can see the data, including the Branch information.However, after adding the Branch parameter and applying it to the report, it returns no data.I have attached the report file for your review. Could someone please help me identify what might be going wrong? Thanks In Advance

Issue when creating Sales order - SA   I tried to remove the line and re-add and there’s another error coming up  

Hi, I have created the following Import Scenario to import the Shipment for a Sales Order. On the import, the system is auto allocating the random Serial Numbers (with the quantity) on the “Line Detail”.Import ScenarioThe Import Scenario imported the serial Numbers in the detail line but with 0 quantity and also keeping the system allocated lines.Line Details How can i remove the system allocated lines and upload the Serial Numbers as per the data in the Import.Cheers, Adeel