Solved

Is there A report or DAC that can show a detailed transactional cost analysis of an item? it should show the unit cost per piece, by PO receipt, including and excluding landed costs.Please let me know. 

I’ve tried joining on Shipment and its line split, as well as via INTran and INTranSplit.I wrote a query to pull some relevant data. It is later filtered from ARTran details in SO643000.trans    ARDocType    ARRefNbr    POReceiptNbr    RefNbr    SOOrderNbr    SOShipmentNbr    Split    LotSerialNbrINTran    INV    AR012036    PR002026    005940    SO007464    PR002026    INTranSplit    INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    SRF000005INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    SRF000006INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    20230307 The top one is what I have in the ARTran. The bottom three are what actually have the serials for the invoice in question. It doesn’t have serials, and I can’t find a single ID in common.The test case I have is here. It has serialized items on the invoice, but getting them is the problem. Any help is appreciated.

Hello,I have created a customisation to add the field ‘owner’ to the dialog box that pops up when you click ‘open’ on an opportunity. However when you enter an owner into this box it does not update the opportunity, the other two field that are there as default (Reason and Stage) do update the opportunity. Is there something I need to do in addition to adding the field to the dialog box? See screen shot of customisation below. I’m using 24R1 Build 24.107.0004.Many thanks. 

Hi,I’m trying to translate GLs related to intercompany transaction and post the foreign currency difference in another unrealised forex GL eg. GL1234 while the rest of the GL’s forex differences goes to the default unrealised forex GL 6789. They are the same currency conversion eg. from USD to CAD.Or the intercompany foreign currency can be posted to the same GL6789 but different subaccount to differentiate them.Can anyone advise how to set this up?

Currently - if you have multiple companies and the Default Branch is defined on the Shipping Tab of the customer profile for one company; when trying to post transfer orders between warehouses within that company, the ledger from the corresponding Default Branch is used for the GL transactions.  This causes warehouse transfers within a single company to post to the wrong ledger. The system should instead use the Branch defined on the destination Warehouse (INSite)

Hello all,i have a scenario where I would like to release my invoices automatically the very next day whenever they are created. How can I setup an automation for the same?Thanks in advance.

There is a customized field named "New Discount Code" in the Details section of the invoice. There is a requirement to get the summation of this new "New Discount Code" discount amount with the Discount amount in the Discount tab to the Invoice report. Please check the attachments. Can I know if is it possible?Discounts in details sectionDiscounts in discounts tabI have tried some ways by creating a sub-report. But the expected outcome was not coming. I joined the two tables as follows. Please check the below attachment.Table Joining in report designerAnd grouped by the [ARInvoiceDiscountDetail.DiscountID]. The output of the sub report as follows.Sub report outputLeft side of the report shows the discounts in the details section and right side shows the discounts in the discounts tab. But the discount named “SPRING” is missing in the above report. So can I know if is there another way to get the summation of these discounts into the report discount code vise separately?

Hello all,Can anyone confirm me if the listed documents are the correct ones that get affected whenever a Purchase order is created & released specifically for Inventory Items.Purchase OrderPurchase ReceiptInventory ReceiptAP BillAP PaymentAre there any other documents, relating to Inventory Items getting affected?Thanks in advance.

Hi, In timecard Approval we use Task Approver if it exist, if not we use Project Owner.Is it possible to do this for Purchase order and AP bills? I can reach task approver(((Transactions.TaskID.ApproverID))) in Rules Actions but I cannot reach it in Condition (E.G: If no task approver then use Project Owner)?Thanks!

Hi All. I am using Post Man to create new records using PUT REST API in Acumatica. I have created new screen (grid view) and new table attach with Screen. I am trying to add new record but its not creating record but updating the existing one I have tried with if-none-match header but still the problem exist. The table have PK and Unique key. Any idea what’s going on? Thanks 

Is there a way to “Copy To” using the API? I have a Sales Quote and want to create a sales order from it using the API. Does the sales order has any relation recorded to the sales quote?I tried to use this below without success"OrderType": { "value": "SO" }, "customerId": { "value": "ABAKERY" }, "Details": [ { "OrderNbr": { "value": "000238" }, "OrderType": { "value": "QT" } } ] 

Hi there, My User-Defined Fields is no longer working for the form AR203500. It previously worked fine. The look-up is returning the relevant values, yet when one of them is selected, the above error occurs.Here is the associated attribute: (Out of curiosity, I created a new attribute to test this using a different DAC Schema, which did not return an error, below is the attribute that is working OK as an user defined field): Any ideas where I should be looking to resolve this error?

Thank you.

Good morning,I am curious if there is a tab or possibly a report already created that could possibly show me all my customers that have NO open orders in Acumatica but also paid via certain methods of payment (cash or check)?In short, I am looking for a shorter way to approach finding customers that I need to cut refund checks for because they paid via cash or check.I am currently just going through and Aging AR report and looking basically one by one at all the customers.  But the AR report also shows all customers but also customers that have available balances due to open orders in the system.

We have many customers set up with term cash discounts such as 1% 10 Net30.  We do not want the 1% calculation to include freight or tax.  The 1% should be on product only.  Is there anyway to accomplish this?

Hello,I am experiencing an error ("Index was outside the bounds of the array.") when trying to call multiple $expand items.GET Query:PX_Objects_SO_SOPickingWorksheet?$expand=SOPickerListEntryCollection($expand=InventoryItemByInventoryID,INToteByToteID)&$filter=WorksheetNbr eq '000001'Response: { "error": { "code": "", "message": "An error has occurred.", "innererror": { "message": "Index was outside the bounds of the array.", "type": "System.IndexOutOfRangeException", "stacktrace": " at PX.Data.PXXmlDataRecord.GetBoolean(Int32 i)\r\n at PX.Data.SQLTree.ProjectionConst.GetValue(PXDataRecord data, Int32& position, MergeCacheContext context)\r\n at PX.Data.SQLTree.ProjectionInitNew.GetValue(PXDataRecord data, Int32& position, MergeCacheContext context)\r\n at PX.Data.SQLTree.ProjectionInitNew.GetValue(PXDataRecord data, Int32& position, MergeCacheContext context)\r\n at PX.Data.SQLTree.ProjectionForXmlRefer

Hello all,I have a custom field, similar to stock item description in the stock items screen and I am looking to fetch the value from the custom field to my PO screen under the details tab. I have a new field added under the details tab & now want to display in this. How can I do that?Thanks in advance.

Hi All,Is It Possible to 2-ways Data Exchange Between Acumatica and Sharepoint Via Microsoft Integration? I want to save uploaded files in Acumatica to the sharepoints. Do you know any possible ways instead of using Azure Bob Storage?Thank much

Hello all,Can anyone help me out in checking why the owner field is not getting updated with the employee ID who has been creating a PO?So who ever is creating the PO, the owner field should automatically insert the Employee ID/Contact ID or the person should only be able to view his name in the list, whereas at the moment he’s able to see all the employees’ name in the list.  

I need to create a method that is triggered by a button. I already have the button mapped, and I just need to complete the function, but I've encountered some complications.For example, I want to filter only the ones marked in red to show only '6', and if I press again, it should return to its original state. This data is in string format. [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "FilterGoformz")] protected void filterGoformz() { //Logic }Thank you for your attention

Hi Acumatica, I am in a bit of a pickle regarding a custom field that I have created for our client on the Project Transaction Details screen (PM401000). I have created this field via the Data Access class section in a customization project editor for customization  called APPSPOForProjects. After creating the custom field called "UsrPONumber" I converted the DAC field to an extension library and created an extension library on my local machine in order to reference the field in my business logic for graph "TransactionInquiry".  Afterwards I published the customization and the field was available to be added to the aspx of the PM401000 screen. During this whole process I was trying to play with Github Desktop as a source control option and was having trouble so I deleted the extension library and created the field again in another DAC extension. I did exactly the same as before by creating a new Extension Library on my local machine and I deleted the old extension library and any refer

Hi everyone,I'm looking for guidance on two tasks in Acumatica:How can I create a list of vendors that includes their email addresses? How can I generate a report that shows vendors and their associated subaccounts?Any detailed steps or resources would be greatly appreciated.Thank you!

in a report when I do few calculations always, I got incorrect values, I have posted another question in the community. Link is below. Error in Calculations of simple formular in ReportsI guess this occurred due to the variable is not reset correctly. So how to use this reset option, please provide few examples. 

I create a Report related to Project transactions; Following is a dummy implementation of that. I create two separate reports to calculate Income and Expenses, then embedded two reports in main report and calculated difference between income and expense. when i print the Income value and Expense value in the main report it printed some value. but when i calculate the difference using same variables it gives unexpected values.ResultReport design: Report designFormular: = $MonthlyExpenseRp_totalExpenses - $MonthlyIncomeRp_totalIncomei tried different formulars like,= CInt($MonthlyExpenseRp_totalExpenses) - CInt($MonthlyIncomeRp_totalIncome)but any of them did not works

Is it possible to change a unit of measure conversion for a material item after a production order has been made with that item as a material? I am going to assume no but just wanted to check.We have completed and closed 1 production order that used a stock item as a material. The original conversion isFrom Unit: LBSMultiply/Divide: DivideConversion: 5To Unit: EA I want to change the conversion to 45. The production order has been completed and closed.