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We have a large field service division that runs daily break/fix service calls. Each technician has their own service van full of inventory that they use for these calls. In Acumatica we have created a separate warehouse per truck in order to track the inventory levels and perform daily replenishment. How can we set a default warehouse (truck) per employee so when they add inventory items to their FS appointments it comes off of their truck only? It needs to be automatic; we run hundreds of calls per week and cannot expect our technicians to add their warehouse and warehouse location each time they enter a part/item. (We are running 26R1 for reference)

I have DeviceHub configured successfully with printers, but when I add a usb scale it exceeds the API request limit all on its own after a minute or two. Seems like devicehub is updating the SMScale table with the scale weight, but then forgetting to log itself out after??Does anyone have any ideas? TY!!  

Has anyone figured out how to restrict a column datasource for a specific segment of the subaccount?  We have a client with a 4 segment subaccount and they want to break out columns of the financial statement based on specific values of the 4th segment.  I have tried various different possible wildcard characters in the subaccount string for the first 3 segments but it keeps returning nothing when run like that.

Hi Acumatica Community, I am in a situation where in our production environment when a user upon Loading the Documents and just before clicking “Save” the system is working perfectly.The moment “Save” is clicked the system becomes unresponsive for all the other users who were trying to do anything. The “Save” action alone is taking almost minutes sometime even multiple minutes and no other user is able to do anything and the system just becomes unresponsive.I did check if it could be related to some customizations and even tried unpublishing the customization that touched this screen; the problem still exists.Steps that I have taken to find the root cause of this:Tried to do record a Profiler for this action from the moment this screen loads. Upon inspecting the profiler for multiple scenarios the thing that was consuming the most of time was an Update SQL specially an update query that was taking multiple seconds. the longest time consuming SQL update statementupon sorting on the long

I have a GI that compares settlement batches to AR payments and then puts those payments on bank accounts, but I’m finding that even though settlement batch processing center transaction numbers match AR payment external reference numbers it’s leaving certain information blank. I’m sure it’s something simple I’m missing!

Hello, group,Long time listener, first time caller… We’re just getting started using the Rough Cut Planning and Production Schedule Board Modules and we’re wondering if there is a way to easily export the Production Schedule Boards. It’s old-school, but while we’re learning the tool, I would like each plant to print the Production Schedule Boards out for their Production Teams to review until we are fully comfortable with the tool and can display on a large monitor. We’re on release 2025 R1.  Thanks...

When Acumatica released changes in builds only, we would always get the release notes for each build. Is there somewhere I can look to see the release notes for the patches? We are on 25R2.

Checking feasible to print Appointment information from the Invoice screen when an invoice is printed or emailed. Is it possible to print or email appointment information invoice screen?

Is there a way to change an item from stock to non stock?Thanks!

Hello, I created a custom label where an employee can put in the production ticket number and print a label. Upon testing, I realized that the information will not populate unless the WO is in a “Completed” status. I would like for this to populate in the “Released” status as well. Does anyone know how to achieve this? Released Status: Completed Status:  

Hello all,I have a scenario, where I would like to manufacture my FG either from Site A or Site B. So based on my Machine availability and MRP planning, I would like to have the option/suggestion from Acumatica as to from where shall I move to Produce my FG, whether it is from Site A or Site B.Is this possible in Acumatica? If so, how? Would be grateful for your guidances and inputs.

I would like to gather suggestions on how we cam handle intercompany transaction under a single Job in Acumatica? Also, looking to restrict the visibility of for instance, Company A data to not be visible under Company B and Vice Versa.What could be best practice?

Hi everyone,I am currently analyzing the database schema for the Manufacturing Edition, specifically looking at the Cost Roll process (AM508000).I noticed that the core table used during this process, AMBomCost, includes a UserID field as part of its structure.Could someone please clarify the exact architectural purpose of this field? Is it used strictly for session-based data isolation to prevent conflicts during concurrent cost rolls by multiple users, or does it serve another specific tracking/auditing purpose within the Manufacturing module?Any insights into how Acumatica handles data inside AMBomCost during the processing lifecycle would be greatly appreciated.

Hi! Is there a way to do dropshipments for service orders? We’re looking for functionality similar to sales orders where a line can be marked for PO and dropshipped.

Hello,There are two areas that I have questions about:1) My existing code logic locates my two action menu items "CREATE CUSTOMER TEST" and "CREATEVENDOR TEST" in the "Other" section of the "dot dot dot" menu (below). How can I relocate those menu items to the "Record Creation" section?2) The same code that adds the action menu items to the "dot dot dot" menu also adds the two menu items to the main toolbar menu.Is there a was to hide the menu items so that they are not visible on the main toolbar menu but still visible in the "dot dot dot" menu?Thank you in advance.Ken Severud  My code behind:  

I am working on a Field Services customization which adds an extra state to the appointment workflow for a particular service order type. The state, called “Ready to Bill”, sits between Completed and Closed. I have an action defined in a graph extension of FSAppointmentEntry which runs some custom billing logic. The intent is to have users run this action before they can close a completed appointment, so that the detail lines are updated based on our business rules and the charges are all correct. The action itself is working perfectly.The problem I have? No matter what I do, I cannot get the UI button for the action to actually transition the state of the appointment. I followed the instructions in the open university course W150 and the wiki:Extend System Workflow Add new state Add existing action (picked my action, defined in code, from the list) Add my action to the Completed state Add transition to the Completed stateThe instructions just end here, as if that is all you need to do

Hello Everyone,We have a multi-company client that makes intercompany sales/purchases for the same items between multiple different companies. Intercompany Sales Order generation requires a default warehouse for the creation of the Sales Order.  Customer and Stock Item default warehouses do not work becuase the same stock item could be sold to multiple different intercompany customers.Is there a way to default the warehouse by the selling branch?   Thank you!Luke

I created a business event based on Vendor Price changes which executes an import scenariio to update a stock item custom field.  The user has delete access to both Vendor Prices and Stock Items however the business event does not fire.  If an admin changes the vendor price, the business event fires???Does a user have to have access rights to both the BE and the import scenario subscriber?  I an not aware this is required since other business event fire.

Is there a way to see the quantity as a supply on the destination warehouse on a transfer order.You can see the deduction on the source warehouse from the TR, but the destination warehouse doesn’t seem to account for the quantity coming in from the the TR order. For example, if one warehouse is sending 2 to another warehouse, you can see the 2 being deducted. However, I don’t see a column for the destination warehouse for 2 as a supply quantity. 

How can I customize the system to not allow a user to change the Branch if certain conditions are met?  

I am creating a GI where I want to show GL account wise period wise and branch wise ending balance and turnover amount .Column A     |  Column B  | Column C |   Column D           | Column FGL Account  |  Period       | Branch      | Ending Balance    | Turnover amount   In the above GI (also attached the XML file ) , the ending balance and turnover amount for each GL account is not showing the correct data when compared with the Account Details screen.  

Hi,We upgraded to Acumatica Cloud ERP 2022 R2 Build 22.212.0046, and since  then we are getting this error every now and then. Our users are getting tired of this already.Any one experiencing the same issue? 

Hello, Has anyone had issues with this? Acumatica is not importing all types of transactions from the BAI2 file. Specifically transactions coded to 495 but we are now going through and double checking to see if there are others.

What is the FSSODet.SiteLocationID default logic? Can this only default from the Inventory Item or can there be a customer or warehouse default?When I add an Inventory Item to a Service Order the warehouse populated from Branch Location Default (i think) FSBranchLocation.DftSiteID but the SiteLocationID never defaults.This isnt an issue for manual entry of Service Orders, I can just set the value. Adding stock items to Service Contracts...im running into issues generating the schedule.Any guidance would be appreciated!

Does anyone know why the Cost Code is not defaulting when I assign Staff Members in Appointments, even though I'm using the Default Cost Code on the Default Project Task?This is preventing us from using the Calendar Board to have our scheduler assign technicians to unassigned appointment while scheduling. We receive the following error…“Error: 'Cost Code' cannot be empty. Please specify the default cost code for the related service order type.”