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When printing a Sales order (particularly large orders) we have a sub report that summarises by Item, Colour and Size. This was made up of a sub report within a sub report which was then added to the sales order form as a footer section. The issue is that for large orders, there is no page break in the summary section and the remaining information is not printed. When changed to a header section, the system is printing a line of the detail section, followed by the summary table and continues that way for the entire report. How can I get the summary information to print on multiple pages and then print the normal sales order lines. I have attached the forms and sub reports being used.

What could be the reason between a binary file in a package being different from the file that is published to the Bin folder?I had done a MD5 hash comparison and the file in the Bin folder (after publishing) differs from the file in the Package. The only fix was to download the file from the Custom Package Files grid and copy it to the Bin folder.Has anyone experienced this before? What could cause it?

Our client has many PO receipts from when they went live where the received quantity does not match the order quantity or billed quantity, but the dollar amounts match.  The client has created returns for these receipts that also have quantities that do not match.  Will Acumatica allow them to create a bill for the receipt and create a debit memo to apply to the bill if the quantities are off?  Is the PO link truly broken so it would work?  They currently do not have a test environment-space issues to test it out.                            $              -                              $          (256.50)  $               -      $              -  

I can no longer override the ConfirmPackage method when pressing the Confirm Package Action on the Pick, Pack, and Ship page (SO302020).  What method is being called now when that action is being selected?error 

When I select Print Quote and then SEND, the Sales Quote email template no longer appears for me. When I login as any of our other Users, it works properly. 

I’m looking for a two step allocation where the first step posts a correction the sub account, then the second step would allocate to WIP. Then when the invoice is release have it auto release the WIP allocation, but not reverse the first step where the sub account was corrected.  I can get it to do multiple steps and post the first correction, then the second WIP Entry, but it’s combining them into a single Allocation and Journal Entry.I have it set to never reserve the first step, only the second step, which seems like should tell Acumatica those need to be 2 separate Project Allocation transactions.

Hello!I’m working to clean-up old/abandoned production orders from years ago. I just came across one that is linked to a SO, but that SO is completed. I cannot seem to break the link to the SO, and therefore cannot cancel or delete the unnecessary RO. What should I do?  

Is there a trail to show time entries that were deleted?  

Has anyone found a way in the browser settings (Chrome, Edge, etc.) to set up an automatic refresh on the calendar board?  We have clients who open the calendar board in a new window and then drag it to a 2nd or 3rd monitor. They want to view it throughout the day as they are working.  But if they are idle for several minutes and others are changing the board, their page doesn’t refresh unless they force it to or unless they make a change.  Is there a way to set it up so that it can refresh automatically every 5 minutes (like dashboard widgets)?  

I would like to get some help with a conversion issue in the Results Grid. I have a Generic Inquiry that I was able to successfully pull in the customer name as the parent name if that field is empty (parent and child are the same company in some cases). I attempted to do something similar with the parent account number using the customer number in place but we have several parent accounts that are not “standard” numerics such as ‘AAMBER’, ‘INTMISC’, ‘C000012’, ‘C000013’, with several others similar to those few. My logic for the parent name substitution is: =ISNULL([BAccountR.ParentBAccountID_description], [BAccountR.AcctName], [BAccountR.ParentBAccountID_description]), the the logic for the Parent Account number is: =ISNULL([Customer.ParentBAccountID], [BAccountR.AcctCD], [Customer.ParentBAccountID]). A conversion error is popping up which I do understand why, but if there is a workaround I would appreciate any help. 

Is there a way to change the Display Value of a data value added via customization project, or is there a way to edit the Display Value of an existing data field?I added a checkbox for ‘Urgent PO’ to the Purchase Order Screen PO301000 and I want to change it to ‘Critical PO’ 

I wanted to embed an External Images on the Report Designer, Is there a way to do it?

I am trying to set up a dialog box that can contain links to different versions of a Quote/SO print out.I am open to different variations of how this can be done but this mockup is the rough idea... Salesperson hits the Print Quote button as usual A Dialog box opens and has all of the options of the report to choose from which then will populate in a new tab as it does now. Does not have to be a checkbox option - can be dropdown. They will likely know which one option they want to print. I am also open to avoiding the dialog box at all if there is a way to list all of the versions as links under the printing & emailing header. Each version has been mapped to the Site Map. I just need them to be able to choose which version they want printed based on their sales scenario. While they could do this from the workspace menu under Printing, I’d prefer them to be able to utilize the Print Quote button from the SO screen.   Any ideas are appreciated! 🙂 

How can I remove the access to set the option of ‘Close’ as a status for most users in an Appointment or a Service Order? We would like most users, like data entry or service technicians to be able to set the status of ‘Complete’ but not ‘Close’ - We want to control this option to 1 person that will review the Service Orders/Appointments before billing and closing them. Is there an easy way or do we need to make edits/changes in a customization project?Thank you in advance!! Appointment State Diagram 

We make use of a few branches, and our setup is done on several subaccount levels, I want to find out if it’s possible to set up rules that will accommodate an employee of a branch, to book transactions or time on the same branch but a different subaccount and then allowing the cost the be transferred to the subaccount used. 

Does anyone know where I can find the Access Rights needed to allow a Role to Recalculate Price on a Sales Order?As an Admin, I have this permission, but the Sales Base Role we have doesn’t have the option.We are currently on version 2023 R1. 

Hello all,I have been trying to add a time field in acumatica. I know how to add a single field on detail level: We have the option to add a date field but how shall I add only a time field?Thanks in advance.

Does anyone have a recommendation for how to make a list of what Generic Inquires use a specific table or specific field?  This would be useful when Acumatica makes a change to a table (INSiteStatus) or field (AMReplenishmentSource) so we can quickly edit our GIs that would be affected.  I know I can have a GI list all of our GIs, but not sure how to look deeper into them to get this information.  Possible?

Has anyone also noticed that the global / universal search in Acumatica is not returning 100% of the possible results since we did the update for R1 2033.   For example not all customers populate, not all invoices etc…  Any feedback on this would be greatly appreciated.

Dear ALL,Go to Access History screen > Select User as admin > Operation: Access Screen => We see a lot of screens being used even though this admin User has no Log-in during this period.  Please help us explain. Best Regards,NNT

Hi, would love some tips/ticks on capturing a photo of a receipt on Iphone and automatically creating expense entry (if possible at all). Current process is only to add the image and then you have to manually add the expense entry. 

Hi,We have a client who is using the  “When Used” method of tracking serial numbers.  They have issued a part to a production order and it has failed in the assembly, we need to “un issue” the defective part and S/N and issue a new one.  We have tried to create a negative material transaction for the part and get this error “The material cannot be returned because the item with the SD-5874-4623-00007 lot or serial number has not been issued for the RO WO-000286 production order.”  We are copying the S/N from the material transaction for the production order in question.  Is there a way to un-issue When Used serial numbers from a production order? Appreciate any insight or ideas!

View & DAC public PXFilter<TestViewDAC> TestView; [Serializable] public class TestViewDAC : PXBqlTable, IBqlTable {     #region      [PXDBDecimal(2)]     [PXDefault(TypeCode.Decimal, "0.00", PersistingCheck = PXPersistingCheck.Nothing)]     [PXUIField(DisplayName = "Test Total", Required = false)]     public decimal? UsrTestTotal { get; set; }     public abstract class usrTestTotal : PX.Data.BQL.BqlDecimal.Field<usrTestTotal> { }     #endregion     #region       [PXDBDecimal(2)]     [PXDefault(TypeCode.Decimal, "0.00", PersistingCheck = PXPersistingCheck.Nothing)]     [PXUIField(DisplayName = "Test Amount", Required = false)]     public decimal? UsrTestAmount { get; set; }     public abstract class usrTestAmount : PX.Data.BQL.BqlDecimal.Field<usrTestAmount> { }     #endregion } TS Codes:  Html Codes:  The compiled UI is not displayed, but the UI settings are gray. 

Hello,I am having an issue trying to find where in the access rights I can allow a role to create activities & tasks on a Lead record. The users can create and view tasks from the task screen as well as relate the task to a lead. But on the lead page, the activity buttons are grayed out. I have a sandbox environment where the same users with the same roles are able to create activities on lead records. I cannot find the difference between the two environments. Thanks for the help,Tyler  

Hi All,So I’ve got a costing question for a stock item and I hope I can explain it well enough for someone hopefully to help me out!I currently use landed costs for many additional costs for PO’s (shipping/delivery/surcharges, etc.) and it works great because the parts get received into inventory and then the cost go directly onto them.I’m having an issue with stock items I have created for ‘outside processing’.  Once they are received in on the PO, they pretty much get moved thru the production order and the parts stay in inventory for about 5 minutes so if we get a landed cost later, the average cost of that stock item never gets updated because the quantity of stock is zero.I’ve tried doing WIP adjustments to the production order and do not see the costs carrying over.  Does anyone have any other ideas or suggestions on how to get these additional costs into the stock item?