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When we started working on WMS processes (we only use Pick/Pack/Ship currently) a year and a half ago, there were some differences between how the mobile app version of that screen functioned compared to the web page.  The key one that pushed us towards using the web page was, at the time, even if you short shipped a line on the mobile app, the shipment line was marked as fully shipped (the web version of P/P/S would update the shipment to the shipped quantity).Also, our VAR felt that the web interface was better, and since we were leaning towards tablets with separate scanners, we went with Web.We’re investigating different hardware, and most integrated devices have portrait screens and the mobile app would work much better with them.  I’m curious if other customers using the various WMS functions (we plan to start using others in the very near future) are using the mobile app or the web interface, and if you are using the mobile app, are there any differences or issues that you’ve fo

Hi,I noticed the Load Document Function is not available in the Cheques & Payment screen for Debit Adj. How can I enable this function?Load Documents Greyed Out 

How to use Modulus (mod) expression in report designer?

Help! We added the second parameter today to fix the Approval GI (My approvals) filter because people could not see their subordinates expense reports because we made a change to the approval map for expense reports. That was this morning. Now this afternoon leaders are saying that they cannot see their Purchase Orders. The purchase order approval hierarchy is based on workgroup. Simple logic would say we have an OR statement. If we uncheck the second line, then the leaders can see their Pos. Very annoying. Any advice?   

Hello,I am having trouble with one of my reports that compares balance sheet accounts for the current financial period vs. prior financial period. The issue I’m running into is the the prior current period formula isn’t calculating to the last day of the prior month. It only seems like it happens when the current month has 30 days and the previous month had 31 days. Any help would be sincerely appreciated!! This is the formula that we are using:Financial Period for 11/2024Financial Period 10/2024Regards,Brandon McIlhargey

Hello!I want to create Prepayments for Suppliers using the Journal Vouchers window, but also does not let me release the transaction as Prepayment has approvals. Is there any way that we can release the voucher but without releasing the Prepayment and have it the approvals?Amanda

Reading the various entries with similar issues, this seems to be related to restriction groups.  However, my specific scenario is for Receivables > Invoices and Memos -- Credit Memos only. Same customer, same branch, etc. I can open the invoice.  Can open Invoices for other customers, but not Credit Memos.  Any ideas?  

I have requirement to import existing customer contracts for which I have already started billing. What would be the best approach to create existing contracts through an import scenario.  TIAMichelle

I am trying to create a new processing screen which only shows sales orders with specific criteria.I have the following at the moment which works and allows me to process sales orders to assign the current user as owner. This is the start of a more complex process but I just need to get the basics working currently: using System;using PX.Data;using PX.Objects.SO;using PX.Data.BQL.Fluent;using PX.TM;namespace PPCustomOrderProcess{ public class AIProcessOrdersCust : PXGraph<AIProcessOrdersCust> { public class wOOrderType: PX.Data.Constant<string> { public wOOrderType() : base("WO") { } } public class paymentMethodAFFIRM: PX.Data.Constant<string> { public paymentMethodAFFIRM() : base("AFFIRM") { } } public class paymentMethodAFTERPAY: PX.Data.Constant<string> { public paymentMethodAFTERPAY() : base("AFTERPAY") { } } public class paymentMethodPAYPAL: PX.Data.Constant<string> { public paymentMethodPAYPAL() : base("PAYP

Customer is asking for guideline that things to review when users are reporting performance issue Is there a document available for this ?  Has anyone create one ? 

Hello, We have Shopify connected to Acumatica. I have the Sales order entity attempt 100 syncs for sales orders before the status changes to Aborted. Sometimes our stores get really busy and the inventory can be off, so a sale takes place when the inventory doesn’t show up in Acumatica, thus the order fails to sync. The staff don’t make the adjustments for a few days, so it fails 100 times. When they finally correct it in the system, I have to manually sync the order from the Sync History screen to get the order to go through. I want to automate this process using an import scenario, but it doesn’t appear to be working. Any help is appreciated! I have the data provider set up to look for orders on the Sync history screen that are in the Aborted Status. Then I take the External ID from Shopify, select it, and try to sync. The import scenario says it runs successfully with no errors, yet nothing happens. 

HI, We are trying to run a few import scenarios one after the other. We want to import customers then customer notes then customer locationsThere are 3 separate scenarios that accomplish this. What is the best way to accomplish this? Is scheduling them via the Process Import Scenario screen the best way? Or is running them one at a time the best way? Thanks in advance! 

Hi Everyone,I am currently facing an issue when inserting values into the database. The DAC has default values for certain fields, but whenever I insert new data, these default values are being overwritten, even though they should be retained automatically.Could you please advise on the best approach to ensure that the default values are respected during the insertion process, and are not affected by the data being inserted?Any assistance or guidance would be greatly appreciated.this my code int linenum = EstimatePriceBreaks.Select().Count(); AMEstimatePriceBreak PriceBreak = new AMEstimatePriceBreak {     EstimateID = row.EstimateID,     RevisionID = row.RevisionID,     LineNbr = (linenum + 1),     OrderQty = Total_Qty,     UnitCost = Total_Price,     CuryUnitCost = Total_Price,     CuryExtCost = sum,     ExtCost = sum }; EstimatePriceBreaks.Insert(PriceBreak); Base.Actions.PressSave(); Base.Caches.Clear();Thank you in advance for your time and support.

I’ve created a custom header/detail screen to help us with physical inventory review and reconciliation. Physical Inventory is always on a tight timeline, and we really need to somehow be able to have multiple users working on the same document simultaneously.Obviously they still shouldn’t be allowed to modify the same detail records at the same time, but I want to allow both to access and update different lines of the same detail document at the same time.  Is there any way possible to do this? I appreciate any ideas.

When reviewing the Cash Account Details screen, the beginning and ending balances change when the Include Unreleased checkbox is checked or unchecked.  The debit and credit amounts do not change and there is no change in the listed documents.The first test was to set the start date back before the initial go-live date through to tomorrow’s date.  In that scenario, nothing changed when the Include Unreleased checkbox was toggled.Moving the start date up to 10/31 through tomorrow’s date started the beginning and ending balances to change.  As the date is moved up closer to today’s date, the amount of the change in the beginning and ending balances changes. I have reviewed the reconciliation statement that is on Hold and could not make any changes there that affected the beginning and ending balances, but I did note that the earliest unreconciled document was dated 10/31.  The difference in the begging and ending balances did not equal the amount of the un-reconciled document.When I look

Hello,I am wondering if there are any recommended handheld computers that work with the Acumatica WMS app. I came across an article detailing the barcode scanning devices supported by Acumatica’s WMS, but the article is from four years ago, and we are now using Acumatica version 2024 R1.Article: https://community.acumatica.com/how%2Dtos%2Dand%2Dfaqs%2D240/warehouse%2Dmanagement%2Dfaqs%2Dscanners%2D462We have the Honeywell CT60 (link) that we purchased three years ago for our previous ERP system and recently used for an inventory count in Acumatica. However, we encountered issues with the number pad, and the Enter key did not function when setting the quantity.I am curious if anyone has tested other handheld computers that work seamlessly with all functions in inventory counting and picking process.

I'm getting a primary key violation on the CRCaseCommitments table in 24R2 when adding Activity. Has anyone experience this?

Has anyone found (or created) a Project Cash Flow report? It would be great to see payments received, and bills paid by project.

I am unfamiliar with anything involving the Microsoft SQL Server.  I have downloaded the Microsoft Server 2022 Developer from microsoft, but when I try to deploy a new instance of Acumatica it begins and then just disappears when it starts the DB install.

I’m try to add a user defined field to the production order page, so our employees can enter certain data on Production Orders. However, under the customization tab, I don’t see the option for user defined fields like in Sales Orders. Is user defined fields an option in POs, and if so, how can it be activated?

In the  code I’m trying to Extend InventoryItem DAC to include the AlternateID from INItemXRef I created a customization project, and added the required code, the new field showing in the InventoryItem fields,Code:  public class InventoryItemExt : PXCacheExtension<InventoryItem> { #region CustomAlternateID [PXString(50, IsUnicode = true)] [PXUIField(DisplayName = "GTIN/EAN/UPC/ISBN")] [PXSelector( typeof(Search<INItemXRef.alternateID, Where<INItemXRef.inventoryID, Equal<Current<InventoryItem.inventoryID>>, And<INItemXRef.alternateType, Equal<INAlternateType.gIN>>>>), typeof(INItemXRef.alternateID), SubstituteKey = typeof(INItemXRef.alternateID))] public virtual string CustomAlternateID { get; set; } public abstract class customAlternateID : PX.Data.BQL.BqlString.Field<customAlternateID> { } #endregi

Hi,We have processed overpayments to 4 employees. Payments have been made. The period has been closed off.Does anyone have experience in recovering payroll overpayments through MYOB Acumatica, and can provide a bit of a step by step guide?Unfortunately, the system does not allow negative amounts or figures for any payroll codes/items. It is also very difficult at manually adjust PAYG tax in this system.I have tested a newly created Pre-Tax Deduction code which kinda works, but I can’t adjust the PAYG tax. And this would not 100% correctly reflect the reversal. 

Is there a way to print multiple customer invoices from Receivables → Customers → Customer Details without opening each invoice first?  Or is there a better spot to go to in order to print multiple invoices for a customer?

I am trying to troubleshoot an issue with the way the sales details panel displays:In my screen below, I can clearly see a yellow icon and the quantity in red for items we will not be able to fulfill: But not all my users can see it. I thought it was a security setting but even after I gave the other user the same roles I have, they still cannot see it.I thought it was a resolution problem but again, no luckAnyone knows how to make this warning show?

Hi all, I have a customization project where I have added custom fields to PMTASK and Project Address.I have them on the screen and they work fine. The 2 Fields that I added to addresses appear and I can add to the extended endpoint. For the Project Task I do not see it in Task Summary or Summary→ Task Properties.  I can see it in the DAC.Any Ideas?  I created the fields the same way. Thank you