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Currently working on setting up a GI to use for a dashboard for our sales reps. On the dashboard properties I'm using the “attributeQUOTED” field as my “field to aggregate” and using a sum function. The problem lies when I try to use an “inquiry field” as my alarm level type. I entered the alarm level integer in our GLTran DAC but the data is not behaving as I expected (I’m obviously missing something). I can either pull the correct number for the quoted sum amount or correct alarm amount, but never both. I’m assuming this may have to be because of the relationship between the two DACS. I can only get the correct alarm amount to diplay when I group the data by Gltran.AccountID, the project quoted amount wont sum when this group is applied. Same goes for the quoted amount. I can only get the correct amount displayed when I group the data by PMProject.ContractCD, when this grouping is applied the Gltran amount duplicates for each row.Is there any way I can get both values to be displayed

Has anyone ever run across a production order that will not come off hold status? I click the button, and it will not release.   

Our Approval Map for PO Requisitions has been working well, until we wanted to wait until after bidding is complete.  Desired process is:Requisition Created Sent for Bidding Bidding Complete, Price Finalized, and Vendor selected Management ApprovalSo far we’ve been unable to delay triggering the approval to after bidding is complete.  We’ve tried several combinations of Steps and Rules, but it appears to want to go directly from On Hold to Pending Approval.Is there a way to accomplish the flow outlined above?Thanks very muchAndy

Has anyone successfully written a Cash Flow Statement in ARM with a YTD column? Am stuck and would appreciate any help!

Hello Everyone,Can anyone tell me what happened to the POOrder.UsrVersion Field? I am showing it as needing to be refactored (working in 2023R2) but cannot find anything similar or mention of it in release notes. My Customer is using it track if PO’s have been updated since originally sent and it is no longer working on reports. Thank you!  

I have DocuSign configured and working.  Here is my question - when processing a document, such as Subcontracts, do I have to print the subcontract to a .pdf, then attach the file to the form in Acumatica, then click Files, then Edit then ESIGN?Is there an easier way to get the document attached to the Files without saving as a pdf first? 

I have a custom action on the Sales Orders screen.  If the order is a Quote and it has been saved, the user can click my custom action button and it will create a Quote PDF and attach it to the current record.  The customer uses Acumatica ESign.The next step is to get the user over to the ESign screen.  I’ve tried two ways to do it. Redirecting the user to the File Maintenance screen and populate it with the Quote file.  From there they could click the ESIGN button. Redirect the user directly to the ESign screen.  The 2nd option is preferred.  After the PDF is attached to the record on the Sales Orders screen, you CAN click Files at the top of the screen, then click the Edit link on the Files dialog.  That will take you to the File Maintenance screen where you can click ESIGN. My customer want a “one click” operation.  That is why option 2 is preferred.  But if that cannot be done, I will take option 1.At the end of my “Create PDF Quote” action, I have the following code to create an i

We are getting more and more customers that are requiring us to upload our invoice into their third party vendor.  Too many to remember.  We have been putting a pop -up note on the customer so when a service order is created the service getting a pop up regarding the requirement for the invoice to be uploaded.  The problem is sometimes it’s weeks before the work is completed so at that point the service dept forgets that the invoice needs to be uploaded.  Has anyone figured out a easier way of flagging it on the service order or when it comes time to billing it’s not overlooked? 

Hello, Is it possible to have Acumatica post payroll transactions based on the date worked rather than the period end date or the pay date?   We pay employees bi-weekly, and there are instances where the majority of the hours worked fall into the month prior to the end date/payment date, but the entire payroll is posted in the following month.  It affects job costing and WIP calculations and makes month over month comparatives look questionable. Our previous system did this through an option in the payroll preferences, but I can’t find a way to do it in Acumatica without having to do allocation entries, which is incredibly time consuming.  I’m hoping I’m just missing something. Thank You :)

Hi,I just realized that we can edit the Debit/Credit amounts when reversing a Journal Transaction. So we can reverse the transaction for a different amount than the original. Does that make sense?What is the best way to disable that ability? Thanks.

Hello Everyone!When you create a BL Sales Order, the details will automatically get the sales account and the sales subaccount from the products,.There is no way to change this from the Order types screen.How can I set the account and the sales account values automatically from the Customer in a BL Sales Order? Thanks in advance. 

Hello all,Can anyone let me know how can I add branch ID column in the Release Time Cards screen? The Employee Time Cards screen doesnt have a branch ID. So how can I add the same in the Release Time Cards screen?Thanks.

I’ve created new email template for sales quotation (QT). in the sales order preference form I selected that new email template as the Quote email. but when I’m sending the email it send the Quote as per the system by default email template. what are the other configuration do I have to do?  

Should the Stock Item Inventory Planning Settings > Manufacture Lead Time affect the Action Date in Inventory Planning if the Source method is Purchase? Currently, it appears that it does. However the field is defined to only be accessible IF the manufacturing feature is enabled. My concern is this is a bug. Before we populate this field for General Item Lead times, id like to know if this is intentional or not. Stock Item SettingsInventory Planning DisplayAMMFGLeadTime 

A user is getting the error below when clicking Export on a batch payment. When I log in as an administrator, I do not get the error. Thoughts anyone?  

Hi,We have just switched to Acumatica from Sage and my first bank rec was a disaster!I have 2 different banks to reconcile in 1 company. I was reconciling Bank A, but I used Bank B closing balance for this current bank reconciliation starting balance. Because it was the first month-end we hade to make some out-of-the-norm adjustments which is why I didn’t really understand or notice what I had done until closing the current period.I want to know how to reverse October 2024 bank rec, so the starting balance on November 2024 bank rec is correct. I hope this makes sense.  Thank you!

Hello. Having an odd one with AutoNumbering. Below is the Numbering Sequence, the New Number Symbol is <NEW> like others.  The custom screen is below. When I click add, the Car ID is set to ‘NEW’ not ‘<NEW>’.There are also 2 spaces before the value NEW.If I enter car details and click save, the auto numbering works.  The DAC is below[Serializable][PXCacheName("PinnCar")]public class PinnCar : IBqlTable{ #region Carid [PXDBString(15, IsKey = true)] [PXUIField(DisplayName = "Car ID", Visibility = PXUIVisibility.SelectorVisible)] [PXSelector(typeof(PinnCar.carid), typeof(PinnCar.carid), typeof(PinnCar.make), typeof(PinnCar.model))] [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)] [AutoNumber(typeof(INSetupExt.usrCarNumberingSequence), typeof(PinnCar.createdDateTime))] public virtual string Carid { get; set; } public abstract class carid : PX.Data.BQL.BqlString.Field<carid> { } #endregion //make, model and reg field //Acumatica fields.}The graph code is very s

Hi everyone, it's me again and I want to know if anyone had this problem before.The following  situation is … I need to change background color in a field using a validation method in my graph extension but I don't know how to do it. In the past you could change the color of a button using JavaScript, but it would be helpful to know if it's possible using VS.Any help will be of great help.Thank you for reading. 😎

Hello-I’ve created a custom screen where auto numbering is used. When I access the screen I get the following message.  The DAC for the AutoNumber field is below.[Serializable][PXCacheName("PinnATWDW1")]public class PinnATWDW1 : IBqlTable{ #region RefNbr [PXDBString(15, IsKey = true)] [PXUIField(DisplayName = "Ref Nbr")] [PXSelector(typeof(PinnATWDW1.refNbr), typeof(PinnATWDW1.refNbr), typeof(PinnATWDW1.hMRCWarehouse), typeof(PinnATWDW1.period))] [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)] [AutoNumber(typeof(PinnATWDSetup.w1NumberingSequence), typeof(PinnATWDW1.createdDateTime))] public virtual string RefNbr { get; set; } public abstract class refNbr : PX.Data.BQL.BqlString.Field<refNbr> { } #endregion ...other fields...It has a child table, the DAC for the key fields are below. [Serializable][PXCacheName("PinnATWDW1Line")]public class PinnATWDW1Line : IBqlTable{ #region RefNbr [PXDBString(15, IsKey = true)] [PXUIField(DisplayName = "Ref Nbr")] [PXDBDefault(ty

I have a report created in Report Designer (an .rpx file) within Acumatica 2023 R1.I would like to ask:Is it possible to export an .rpx report directly to a CSV Excel file?is CSV export is supported,

When we click CONFIRM SHIPMENT, we get the following error:Carrier Service returned error. USPS:The request could not be understood by the server due to malformed syntax. ProviderEndShipper address.name or address.company requiredCan anyone tell me what needs to be entered in Acumatica to avoid this error and allow confirming the shipment?Thanks,David

Hi all,Is it possible to create a BOM for a non-stock item? As my team described it to me, they want to do this as it’s not an “item” per se but more of a “service” with no on-hand inventory levels. Is this possible? Any docs/tutorials on this if it is possible?

Acumatica allows expired materials to be used in production despite the fact that an expiration date is set. No warning to user or hard stop.Does anyone have a workaround for this other than a custom inquiry that allows to find expired material and remove it from the shelves?We are in a regulated industry (medical device) and current feedback from Quality is that the workaround is not sufficient and an active warning, if not a stop, from the system is the minimum that has to be implemented.

StateColumn property of PXToolBarButton, it disable the custom action button on grid header based on assign field value true/false, in Modern UI is there any substitute code or solution 

A previous discussion identified the Cash Account Balance on the Reconciliation Statement Report as the “Cash Account Balance on bank Statement date”.  I would expect that to tie to the ending balance per the Trial Balance, but it does not.  Do I have an error somewhere, or just a misunderstanding?Thanks