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is it possible to import multiple units of measure conversions on the same import scenario?  

We are using an automation to create cases from our Work Orders outlook email. We’re running into a couple issues. First is duplicate cases. Ex. If someone replies all it adds a RE: to the front of the subject and creates a new case. Or if a new contact is added to the email it creates a new case. Now we have multiple cases for one conversation. Second - The attachments in the email (in activities) does not transfer over when creating SO from Case. Is there a way to have the attachments from the email transfer over?

Good day everyone,I’m looking for advice on handling daily releases for large purchase orders in Acumatica. One of my clients places substantial weekly purchase orders with their suppliers (500 lines or more), but due to space constraints in their warehouse, they send the total order qty while requesting daily deliveries. This way, the supplier is aware of the total quantity but ships it in smaller, daily increments.Basically we are looking for an operation like this example:  They manage a high volume of part numbers with variations in model, size, and color (matrix items), which adds complexity to the process. Has anyone encountered a similar scenario, and if so, what strategies have worked for you to streamline this kind of operation?We explored the option of blanket orders but having to generate 6 purchase orders is extremely impractical for the customer.Any insights or suggestions would be greatly appreciated!Thank you in advance.Regards.

For some time now the bills and adjustments screen is taking a long time to load. It takes around 8 - 10 seconds. We have 31k records on there. What can we do to improve this load time?

Is there a way to default the warehouse of the production order from the bill of material rather than the inventory item?

Is there a good way to clear out the messages in the email queue? We have a ton of garbage messages I would like to just delete. 

Dear experts,I want to make field Tax Registration ID required but a single space or multiple spaces should still be considered valid inputI implemented following event handler: RowPersisting, FieldVerifying, FieldUpdated but the value of this field is always null even though I input a space character “ “I don’t know if Acumatica might be automatically trimming whitespace inputs to null during data processing.Have you experience this kind of issue?

We have 4 budgets each year.  Original, F1, F2 and F3.  For example, in April we create a F1 budget  to enter actual results for Jan - Mar, and then adjust April - December for current forecasting. The problem is we have to open all the closed Financial Periods to get the revised budget amounts to import.    Is there a work-around?   

We are being tasked to create a Purchase Order for Landed Costs.  The customer has to call in subcontractor to use a crane.  They would like to able to track those costs to the items them are pulling off the truck and would like to make sure that the subcontractor is following the PO

Hello. I need a resulting statistic that shows me Inventory Turnover Ratio: (This measures how efficiently you sell through your inventory.)Has anybody done this yet on an acumatica dashboard, and if so, can you share the method here? Please and thank you

I am experiencing an issue with Report Designer. When I make changes in Report Designer, they appear in the preview tab but do not reflect in the URL.Please note that I have saved the changes to the server with a new version and activated the version in Acumatica. My user permissions allow access to Report Designer, yet the changes still do not appear. I specifically tried modifying the dunning letter printing format in Acumatica.

Hello! Does anyone know what is causing this error while trying to release an invoice? The system only has one currency set up which is USD; all chart of accounts has USD listed as currency; the ACTUAL ledger also has USD listed as currency. Am I missing anywhere to check for this?  

I have been trying to send a token via API Key Authorization method but I've been getting an unauthorized error: {StatusCode: 401, ReasonPhrase: 'Unauthorized', Version: 1.1, Content: System.Net.Http.NoWriteNoSeekStreamContent, Headers:{  Date: Wed, 23 Oct 2024 16:35:03 GMT  Transfer-Encoding: chunked  Server: Microsoft-IIS/10.0  Content-Type: application/json; charset=utf-8}}This is my code:using System;using System.Collections;using System.Collections.Generic;using System.Linq;using System.Text;using PX.Common;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.CM;using PX.Objects.CS;using PX.Objects.GL;using PX.Objects.Common.Extensions;using PX.Objects;using PX.Objects.IN;using RiverlandDesarrolloV231;using System.Net.Http;using System.Threading.Tasks;using Newtonsoft.Json;using PX.Concurrency;namespace PX.Objects.IN{    public class INReceiptEntry_Extension : PXGraphExtension<PX.Objects.IN.INReceiptEntry>    {        #region Event Handlers        public

Good Morning, WITHOUT using the “Mark for PO” feature, is there any way to create a filter showing which Service Orders are “Ready to Schedule”? I have created a filter looking at the INSiteStatus table, ensuring that the QtyOnHand > 0 (for the specific warehouse). Which works great, except that it doesn’t look at all item rows. Meaning a Service Order may require three different Inventory Items, and my filter will show the Service Order as “Ready to Schedule” when just one item meets my criteria of QtyOnHand>0.  I would like the filter to only show the Service Call as “Ready to Schedule” when ALL Inventory Items have a QtyOnHand>0.  Any ideas would be appreciated. Thanks,Alec

Has anyone seen this before?On the Calendar Board filter, the check boxes visualy change when you try to check them. Clicking or double clicking the boxes does not activate the filters. The only way I can get the box to check is to tab to that box and spacebar. This happens on both Chrome and Edge. 23 R1 (we’re upgrading to 24 R1 in less than 2 weeks)   

Before I submit a support ticket, I wanted to see if the community has this answer already… I have two almost identical Service Contracts created, both Active and invoiced. In the Service Order, when I select the first contract that I created (0063) or don’t select a contract at all, the Target Equipment appears for selection in the details properly (see first screenshot). I have another Service Contract (0068) that I created, but when I select this in the Service Order, the Target Equipment disappears from selection. I have absolutely no idea why this is the case. Has anybody encountered this or know why this is happening? Can there not be 2 service contracts active at the same time? This seems to be a bug to me…  

Hello everyone. This is my first time posting here and I have been working with Acumatica for only a month with little training, so please bare with me. We have an existing PO for a project that is generating the following error when trying to enter a PO receipt: “One purchase order line or multiple purchase order lines cannot be added to the bill. See trace log for details”. See trace log screenshot attached.After trying to read the trace log, I noticed an issue pointed out to one specific inventory ID item (108-12) but I have no idea what is the issue with it and how to fix it. Another thing that was mentioned to me here is the column named “Billing based on”. Apparently it was always consistent before, either receipt or order, with this PO it’s mixed. What is this field, where do we set it up? Where does it pull this selection from?Thank you so much for your assistance with this issue.

We run MYOB Advanced which is the version of Acumatica for Australia and New Zealand.  We have nearly a hundred assets that we use for delivery of finished goods and these can be left with the customer for a few weeks. We need a tracking solution that will allow us to see where the asset is at any time and to then bill the customer if they keep the asset for longer than contracted norms.  If there is a GPS system that would integrate with Acumatica and would facilitate this, perhaps utilising the Equipment and or Field Service modules, I'd be very glad to hear.

Staff Member had Staff schedule for 2 different Branch location and showed on both locations on the Calendar boardThe Staff member was “rolled back” on one of the locations and no longer showed on the Calendar board for that branch locationMy problem is that when I look at the Schedule Rule there is no indication that any record was rolled back and this is confusing for the customerHow do you know a schedule is rolled back ?  

I have seen a few post about not being able to include equipment in cases.  The fixes are janky with no real relationship between the case and the equipment.  How has this been overlooked by Acumatica?It’s just such a common situation to have a customer call and as their describing the problem the tech wants to track the serialized piece of equipment they are helping the customer with.  Not because it needs to be replaced, but because it’s the equipment the customer is troubleshooting.  Has anyone found a way or used a 3rd party software that offers this functionality with a true link between case and equipment.  We are capable and have customized Acumatica using code but for this use case it seems silly.  

We just updated to 24 R1 and we can no longer remove POs from the service order. Does anyone know a work around or a way to fix this?

Hi, Looking for help with a client request to print the staff name from all the appointments on an Email Template. I am able to print the staff from the first appointment using the field “ ((ServiceOrderAppointments.PrimaryDriver.AcctName))” but I need to print  all the staff from all the appointments of the that Service Order. Please advise if any one has worked on something similar. For example SO# XXX has  appointments/Staff on the appointments  - A01 - Jhon, Tina A02 - Jhon, Jeff A03 - Chris So I want print Jhon, Tina, Chris 

Implementation questions What is the simple most effective way to import 100s of Live projects into our customers new environment? Is it import scenarios and then some manual work project by project for balances etc?   Is it possible to bring over projects which are midway complete into Acumatica? I.e., a project 6 months into 12-month schedule and on claim (proforma invoice) no.6 - How do we import and indicate or make the project start in Acumatica from that same reference no.6?

I am in the middle of physical inventory count and I am trying to close out the count. However, there are items that show up as FS Allocated that is interfering with us closing it as it will draw our available qty negative. How can I remove the FS Allocated items?  

I’ve completed the Avalara installation for Acumatica.  When I go to run a test transaction, I get the error:  TX Error:  The Tax Payable account should be specified for tax agency ‘Avalara’I went into the Tax Zone and changed it to Sales Tax since that is ideally what we are trying to do.  Still getting the error.  Any suggestions?