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Hi Team,We have a scenario regarding the consolidations of the financial statements. Appreciate if you could give your opinion regarding the scenario. There is a group of companies that contain 10 separate legal entities within the group. And the requirement from the client is to have separate financial statements for those legal entities and at the end of the month or any specific period of time, all the financial statements need to be consolidated. Also, the client needs to maintain 10 separate charts of account structures within the system. I already know we can have only one chart of account structure for all the companies within the system but i need to know whether if there is any workaround for that.  An example for the consolidation scenario is as follows. Company A has an account for record debtors as "Trade Receivable A" and then company B has an account for record debtors as "Trade Receivable B". At the end of the period, we need to consolidate these two A and B accounts int

I’m trying to select MatrixInventoryItem record inside a static process.  I have the corresponding InventoryItem which I thought I could just cast as MatrixInventoryItem but was not able to.  I have this for my BQL:MatrixInventoryItem matrixItem = PXSelect<MatrixInventoryItem, Where<MatrixInventoryItem.inventoryID, Equal<Required<MatrixInventoryItem.inventoryID>>>> .Select(itemGraph, item.InventoryID);If I debug this I see that item.InventoryID does have a value.In SQL profiler, I’m seeing this WHERE clause which returns no rows:FROM [InventoryItem] [MatrixInventoryItem]WHERE ( [MatrixInventoryItem].[CompanyID] = 2) AND [MatrixInventoryItem].[DeletedDatabaseRecord] = 0 AND (NULL = @P0) OPTION(OPTIMIZE FOR UNKNOWN)',N'@P0 int',@P0=675But expecting this, which does return the row I need:FROM [InventoryItem] [MatrixInventoryItem]WHERE ( [MatrixInventoryItem].[CompanyID] = 2) AND [MatrixInventoryItem].[DeletedDatabaseRecord] = 0 AND ([MatrixInventoryItem].[

I’m first creating a blanket sales order. Then, I create some child orders by splitting the quantity of the blanket order. After selecting one child sales order, I continue the process. During this process, after releasing the relevant POReceipt for that sales order, the 'Shipped Quantity' field of the parent blanket order gets updated. I want to capture this update.I tried using a SOLine_ShippedQty_FieldUpdated event handler in the SOOrderEntry graph, but it is not being triggered. Please check the below screen shot. Please let me know how I can detect when the 'Shipped Quantity' field is being updated.Qty.On Shipments(ShippedQty)protected void SOLine_ShippedQty_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e){ PXTrace.WriteInformation("SOLine_ShippedQty_FieldUpdated triggered");} 

Hey Crew, have been working on this or a bit but running into a snag.I have a nice little GI for backorders linking the promised date at the POline level to the item on backorder. For 95% of the time this works fine. But if i have multiple PO’s open with the same SKU the GI/Report will duplicate the SKU. This 5% is actually for the customers i want to automate a weekly report.It doesn’t seem likely that i can change the PO structure. One supplier requires a yearly standing order, other suppliers wont always fill a PO completely whilst another PO is already generated in the meantime for more stock. For both scenarios these are where suppliers are over seas and there is huge delays with sea freight and production. PO creation to completion can easily by 4 - 6 months whilst also adding new PO’s with similar products. Has anyone got a creative way around this? GI lined below.I believe the culprit is this relation 

Every rep firm we work with requires Line Item details on commissions reports.  The Commission Details report isn’t at all what it is named, it’s just a list of invoice numbers.The Commission Details report is not actually a “report” (.rpx), but there is a reference to PX.Objects.AR.ARSPCommissionDocEnq.  I hope that CommissionDocEnq indicates there is an enquiry/inquiry somewhere behind the scenes. Has anyone created a project to add Line Item information to this report?

Is there a way to update the Stock Item ID associated to a BOM, without deleting and re-creating the BOM?   Thanks!

Hi,I’m trying to filter out Project Tasks via my API query but so far haven’t been able to get this to work correctly. So far, I’ve tried filtering like this:“VisibilitySettings/TimeEntries eq 'true'”and“VisibilitySettings/TimeEntries eq true” For both of these filters, I will still get back ProjectTasks whose TimeEntries Visibility settings are equal to “false”. Is this possible to do?

Is there a way to include a table that is embedded into the “Detailed Description” tab of the change order in the Change order print? (please see the attached image)

Good day i have a question regarding this because i want to create a invoice type then the referenceInvoice Type :Sales Invoice and Service InvoiceThen i want to change the number sequence depending on the Invoice typeSales InvoiceSA000000Service InvoiceSE000000Is it possibleI already created a customization project that will generate a field for invoice type ​​​​​​my problem is i dont know how will i change my number sequence when i change a invoice types is that possible?

I am setting up a QA/Testing Env. This is all on one box. Everything is installed. however the acumatica installer is coming back with no available websites. (See img)   

I use $expand to examine an existing Sales Order:https://sandbox.com/entity/Default/22.200.001/SalesOrder/WB/WB00162584?$expand=FinancialSettings,BillToContact,BillToAddress,ShippingSettings,ShipToAddress,ShipToContact,Details,TotalsHowever, the Details JSON doesn’t include Subaccount.  Do I need to expand something else to see it?  I want to be able to create another details line and include the Subaccount but I’m not sure what to use.

Hello all,How can I override the Print Invoice button in the SO Invoices (SO303000) screen. i tried to override the Mailing ID = SO Invoice for both Customer & Sales Order Pref  with the report ID that I want to override but it is not getting overridden.How can I get this done?

 i created GI for my subaccount first 5 line is not data contained from my system, i already checked in my segmented key values, no values found keyed-in as per my screenshot. help me, is there any wrong realtion i created that make this value appear ? 

Is there any way to restrict a user from clicking the following options based on document status?If not possible based on doc status, at least being able to restrict a user. 

Looking for what some others are doing in this area when it comes to Projects in the construction arena and rental equipment or company owned equipment. Historically we have tracked equipment (Containers, Skid Steers, Lifts, etc) by the rental company site or excel sheets. Now that we have moved into acumatica we would like to have one place to track thsi info but be able to tie it to the project in Acumatica while building out a dashboard for the staff that maintains this info. My initial thought was the equipment model in Services but that seems geared more towards equipment you are renting. Next I though maybe a something similar to the compliance model to track and be able to use that GI for a Dashboard.  Curious to get some feedback from the community on what you may be doing or ides on how we could best accomplish this in the most effective manner.

When viewing a Blanket Order in the Acumatica UI, a tab is displayed which lists the children of that blanket order. Is there any way to fetch this list of orders using the REST API?Thank you.

Good day, I have a client that has a employee on vacation, with the delegation to a other employee from 9/27/24 to 10/12/24, so right now, the reassignation should be working the rule has the checkbox turned on to allow reassignation of Approvalas,. and instead of Employees, we have Workgroup to be the approver, the employee on vacation belogs to that workgroup, but the system is not allowing us to reassing the approval on the “Reassign Delegated Activities” screen (EP503020). if you have a Employee as the approver on the rule, the system reassings everything automatically with no issues, but not with a workgroup. As anybody find a solution how to reassing the approvals of a workgroup when they are out?

Hello Community!!,Using SalesDemo, I am trying to add/update One Line item in Appointment Details with ActualQty, having Line type as "Non-Stock Item" through Postman PUT call using the “Appointment” EndPoint. Add Scenario: If the ActualQty is not included in the JSON request or if added as null then ActualQty is saving as 1.00 by default. But when I try to insert any value for ActualQty field I am getting an error as "exceptionMessage": "An error occurred during processing of the field Qty: Specified cast is not valid..".Update scenario: If the ActualQty is not incuded in the JSON request then the other fields are updating with out any error. If the ActualQty value is null then getting "error": "'BaseEffTranQty' cannot be empty.; 'BaseEffTranQty' cannot be empty.; BaseEffTranQty: 'BaseEffTranQty' cannot be empty.". Tried including the BaseEffTranQty but no fields are udpating. If the AcutalQty has any value such as 2, 2.0, 2.000000 or “2” then getting an "exceptionMessage": "An error

Our Acumatica instance is 23 R1 build 120 and I am trying to override the default URL for Shopify Products using the Custom URL field in the Ecommerce tab on stock items.  When I make changes to this field, the prepare data screen picks them up but after I process data, the product’s URL handle under search engine listing remains unchanged.  Is there something additional that has to be done to make this work?  I don’t think I’m misunderstanding the purpose of this field, given that if I try to include /products/ in the front of the Custom URL value, the system automatically removes /products and leaves a leading slash followed by my custom value.

Situation: sales order was changed to Credit Hold status when the SO was taken off hold. A user clicked the REMOVE CREDIT HOLD button and the order is now open.It appears there is no way to put that SO back on credit hold. If the order is put back on regular HOLD and then taken off hold. It does not go back through the credit checks, it just opens the SO.Is this how it’s supposed to function?How do I get the order back on credit hold?Thank you!

Is there a way to only update the metrics in the Dashboard manually? I want the data to remain the same until I refresh it again at the end of the week, but the once a week refresh isn’t working, (set it to refresh once a week last Friday and it has already refreshed twice today.)

Has anyone encountered a customer request like this, and is it something Acumatica can support? The customer is asking for all invoices from the statement period to be sent attached along with the AR statement. Please share your experience.

Hello all!We recently upgraded to Acumatica 2023 R2 Update 13 (Build 23.213.0015) and have noticed a slight change in the data type of the Currency Rate field located in screens such as Funds Transfers and Bills and Adjustments. At the moment, it appears the Currency Rate is rounding up if we try to manually adjust the SPOT type. This causes a number of issues for us, as some of our accounts that may be labeled USD or CAD will sometimes be transferring EUR, and we need to change the SPOT rate for those specific use cases, which is why we can’t simply set the currency rate and rely on the value that auto fills.The issue arises where, we add a value with 8 decimal places, but the value rounds up to 3 decimal places instead, which creates massive issues for our final RGOL value. Where the field is located Setting the value to an 8 decimal place value Auto rounding after clicking “OK” I’ve checked the SQL table, and it appears the data type for this field is set to Decimal(19, 8), so I ass

Am i wrong why it is not working I would like to include the details of the TIN in my report by retrieving the CustomerMaster.ParentBAccountID and fetching the data for the customer where it matches the Customer.AcctCD. Is this possible?

I’m trying to setup a GI that would allow me to update an inventory item’s Default Vendor through mass actions - however, because this is set at the Vendor ID/Location level, I believe I’m having trouble.Neither the Stock Items screen and Vendor Inventory screen allow me to  Is there an entry screen where I can assign the PreferredVendorID & PreferredVendorLocationID as the item default?  If not, is there another way to update an already assigned vendor on the stock item as the default vendor?