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Hi,One of our customer has below requirement.They have the requirement to process shipments without clicking on Create shipment action on each Sales Order. Hence we tried to create shipment through Process Orders» Create Shipment. But it has created one single shipment for all the Sales Orders of the same customer. How can we create shipment for each Sales Order separately? TIA

I noticed that one of the automations scheduled to release Purchase Receipts is unable the process the releases as the financial period was closed. I tried to tick the “Financial Supervisor” role for the Acumatica admin user to allow the automation to process the Purchase Receipts even when a financial period is closed. However, when I selected admin under the Users screen, I realised that the Roles are not accessible: I checked another site and it is allowing modification of the Roles for this user:  I am wondering if I don’t have rights and how can I get access to modify the system admin role.

I am trying to build a line graph widget to show opportunities by month year over year:Lines by year (2022, 2023) x-axis of each month - Jan, Feb, Mar, etc.  y-axis quantity of opportunities I can’t get it to show generic months and have all years on the 12 months vs actual month 1-2022, 2-2022, etc.Please let me know if you have a solution.Thanks!  

Hi Experts,I'm currently working on an import scenario where I need to select multiple order lines using the Add PO Line action on the Purchase Receipts Screen.I came across the following forum post which addresses a similar issue:[Import Scenario - Purchase Receipts - ADD PO LINE button not adding PO Line 2](Forum link)However, the solution provided seems to work only for single transaction orders. When dealing with multiple line orders, it fails to function correctly. Could someone please assist me in resolving this issue?Any assistance on this matter would be greatly appreciated.Thank you.

I am currently checking if the receipts related to a purchase order are being imported correctly using the screenshot scenario that I have also linked.However, although the receipts are being created through the scenario, they are not linked to the purchase order. Some help please :) !Thank you in advance.

Hello, I have a problem in the Customization screen    Tools    Edit Invoices and Memos I have already removed the Voucher section because the GLVoucher data class in version 2024 R2 has been removed but I get this error.  please could you help me?

Two of our customers are using specific costs because of the highly variable cost of their materials. I’ve shown them how to do a cost roll but they receive materials on a daily basis and find the roll tedious.I tried to setup an automation schedule to do the roll and update pending but the automation screen will not accept the screen id.Is it possible to to automate this? If so, what are the basic steps to do this? If not, is there a reason it shouldn’t be? Is there a setting to make BOMS pick up last costs whenever a production order is created?I understand that the variance is important to see differences and track back what went wrong. Unfortunately the materials variance information becomes basically useless if frequent cost rolls are not done when using specific costs because, if I understand correctly, the production planned costs are based on the BOM while the actual costs are based on the last cost of the materials released.Please feel free to disabuse me of any mistakes in my

HiWe develop an external project scheduling & time recording toolset that integrates with Acumatica.  Recently we’ve had a number of issues where customers have been setting the status of project tasks to Active while leaving the project status at In-Planning. While we believe this is users simply forgetting to activate the project, we’ve struggled to understand the logic behind why this is possible.  What purpose is there for activating tasks before the project?Doing a bit of research, I’ve found quite a few have put in workflow automations to link the project and task status.  Other research results have been a little conflicting as to how valid this scenario is.Clearly since Acumatica allows it, there must be some legitimate reason which I’m not aware off. We’re just trying to decide the best way we can handle this situation.Appreciate the feedback. 

How can I delete a change order from a project without reversing it. I’ve attempted to reverse the change order and it created a mess within the project costs by doubling everything. I just need to delete it off the project and change order “module/workspace” to be able to re-import it. I do not want to reverse it, I just need it deleted completely.

Hello,I created a smartpanel and am tried to add a couple of buttons in it. I noticed that the SkinID attribute is no longer available in Acumatica 24 R2. If I manually edit the aspx to include it, my screen crashes saying PX:control not allowed. However, I notice that the source code panels still use the skinID. Has anyone encountered this error and if so were you able to find a resolution? I just tried setting Render Style = simple for the panel but I cant get the buttons to align right. Thank you

HI All,I want to add a field Unapplied Balance as orange highlight on AP302000 to Generic AP3020PLAs image, I have added the Data Field AP Cury Upplied BalThe Generic doesn't show it right.Do you have any idea about thisBest regards,Yên Chi

As per the below screenshot in D210 guide-2021 R1/2022 R1The following error is getting triggered whenever the PO Order number is entered.RECEIVE MODE IS IN USECannot create a purchase receipt for the 000077 purchase order. Create a purchase receipt manually.Error: Inserting  'Purchase Receipt Line Split' record raised at least one error. Please review the errors.Error: 'Location' cannot be empty.Scan the receipt number.Can you please let us know how to create this?Thanks.

How can a Pop up message to alert when there is a supersession in stock items be created

I’m having trouble linking an existing Sales Order to an existing PO that contains a nonstock item.  The PO Source is ‘Purchase to Order’, but when I search under the vendor, the PO does not list. Is there some rule where you cannot link nonstock items? Or is there some setting I am not considering 

I need to export inventory planning settings for stock items within a specific warehouse. I thought I was going to be able to use the stock item page but “Days of Supply” and “Inventory ID” were the only fields populated.I then attempted to export the information via the Item Warehouse Details page but was continuing to get the following error “Insufficient stack to continue executing the program safely. This can happen from having too many functions on the call stack or function on the stack using too much stack space.”I’m looking to export Inventory ID, Safety Stock, Reorder Point, Min Order Qty, Max Order Qty, Lot Size, and Days of Supply

I’m trying to add a field to the SOLine DAC (field: CopyFromItemID) which will be used for another purpose and needs to be different than the InventoryID field used on SOLine. I figured it would be easy to just re-use the StockItem attribute for a quick and easy selector. But I’m running into an error message and I’m not sure why. It’s a very simple setup, here is the added field to the SOLineExt DAC:  public class SOLineExt : PXCacheExtension<PX.Objects.SO.SOLine> { #region UsrCopyFromItemID [PXDBInt] [StockItem] [PXUIField(DisplayName="CopyFromItemID")] public virtual int? UsrCopyFromItemID { get; set; } public abstract class usrCopyFromItemID : PX.Data.BQL.BqlInt.Field<usrCopyFromItemID> { } #endregion } The I’ve added the selector to the Sales Order page (in the Tab > Detail section) and published. However whenever I go to load a previously saved Sales Order, I always end up with this error message.  If I star

Hi everyone,in Projects screen (PM301000), i made a new custom action called “Not Activated” (for a specific purpose), and when the user click it the project status change to Not Activated also.But i can’t active the project or suspend it or complete it because the actions are disabled (like the screenshot).Note: I tried to set them enabled in the RowSelected event but nothing happened.Can anyone help? 

I received inventory in multiple UOMs using the conversion factor below my base UOM settings. Now I need to view the inventory summary in the two received UOMs. How can i see the 100M units and 1M units as two separate lines on inventory summary?    

Can anyone suggest a acumatica course other than the one being taught at https://openuni.acumatica.com/courses/development/t190-development-quick-start-in-customization/ I really wanna learn the whole framework ASAP.

I am running into an issue where when I access the Default BOM ID from the manufacturing tab within Stock Items it pulls up the archived BOM revision instead of the active BOM. From the active BOM, I have selected ‘Actions’ → ‘Make Default BOM’ however it still routes me to the archived BOM even after trying to log out and back in to see if that would trigger the change. Anyone else having this issue? We are currently on 2020R2

When I try to make a connection to live Acumatica instance (2023R2), I get this error. We just purchased and activated the Shopify connector last week.Acumatica Error: You have insufficient rights to access the ShopifyStore (BC201010) form.Is there a feature that I miss enabling? Thank you! 

Hi,We are trying to create a business event that sends and email when a shipment is confirmed. We have the business event working but for some reason the attached PDF of the Shipping confirmation is attaching without including any information about the shipment. I have attached a copy of the PDF that is being attached and one of what we would expect to see. Is there some step we might be missing that would allow the template to include the data in the confirmation PDF?

We have a user who’s last login on his user profile (SM201010) shows as two days ago, but the Status field on his user profile (SM201010) still shows as Online.  He is not currently doing anything in the system.   Just curious, does anyone know how/when that field resets to Active? Thanks,Andy

When running the 12-Month P&L Rolling ARM report in Acumatica based on the Budget Ledger, the report still displays values from the Actual Ledger. The Column Set or Row Set in the report is not specific to any ledger.Has anyone experienced this issue before? Could it be related to the report configuration or a missing setting in the ARM definition? Any insights or guidance on resolving this would be greatly appreciated!

My customer want to configure the users for they only can transfer to one location, this is possible?