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I am having an issue where only the first line or second line of my import scenario is attaching to my case and not both.   

We have several vendors that will provide free freight if we order a specific dollar amount (ex. $3000).  Has anyone found a way to document this type of discount in the purchase order document so the buyer knows they can get free freight if they increase the PO amount to $3000. 

Hi,I need to retrieve the FinYtdBalance field value from the GLHistory table for specific AccountIDs (e.g., 10000 and 10001) and display these values in separate columns but in a same row within a report. Additionally, I want to calculate and display the difference between these values in another column in the same row.I have attempted to achieve this using variables, but it didn't work as the report designer processes line by line. When the report processes the values for AccountID 10001, it doesn't have the values for AccountID 10000, making it difficult to calculate the difference. I also tried using sub-reports to retrieve these values, but this approach was unsuccessful.Is there an effective method to accomplish this in Acumatica Report Designer? Any guidance or detailed steps on how to implement this would be greatly appreciated.Thank you!

I’ve imported various Excel spreadsheets of data (Customers, Vendors, Inventory Items etc.) but am having an issue when trying to import some finished goods. I can’t see anything obviously wrong with the import but I keep getting the error below. Any ideas on what could be causing this? 

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hello all,Can anyone guide me out as to where can  i find the company’s or branches’ bank account details? i know about how to set the up for Vendor part but for own company where I can setup?Thanks.

Hi everyone, I feel like this probably has an easy answer but I cannot find it anywhere. I have looked through the screens and the help files. Our customer is importing GL transactions through the GL file. This last one they sent failed. We realized it is because, on the import file, the transactions are not ordered by the transaction ID anymore. When the import scenario goes to import, it fails because it is only seeing part of the transaction (since the other part is farther down in the file). Is there any way to set in the import scenario that when the file is prepared, it rearranges the order of lines by the transaction ID number assigned to it?

Hi everyone,When we want to conect this with MYOB A, andBuild Schema In Report Designer it come with an error below. Could anyone help me with the below error? Thank you so much! 

A lot of the goods our company sells are TLKs - Top Level Kits, essentially bundles of items that are purchased and stocked separately, this means that a lot of the goods we actually sell are non-stock items, made up of various stock items.I want to make a screen that shows the TLK and it’s components in an easily readable fashion. Ideally, the screen would look something like:[row 1] TLK1 Description price etc[row 1.1] component1 Comp1Description etc[row 1.2] component2 Comp2Description[row 2] TLK2 ~~~[row 2.1] ~~~and it would repeat that for each item. If the item is a TLK then underneath it it would have extra rows showing details about all of its components. Basically, like a join between InventoryItem and INRelatedInventory, but being able to access all the data from both the TLK and its components. I’m pretty new to customization projects, and this is my first time attempting to make a new screen with one, so any help would be appreciated. Acumatica doesn’t seem to let you put a

When a service order is generated which requires parts that are make to order, how does Acumatica generate demand to build the product. Make to order parts on sales orders can be seen in the create production order screen, but I am not seeing make to order parts from Service Orders.Our situation is that customers with service contracts get replacement parts on a regular cadence.  The schedule generates a service order with the make to order parts on it.  The parts on service contract are make to order because they require the production team to assemble and program them.In our old system we had a person constantly entering these service contract parts orders and releasing production orders.  Trying to streamline in Acumatica.ThanksPeter 

How can I use the most recent currency rate for a calculation in a GI. The currency rates are constantly being updates so when the field is pulled in a GI it is pulling all the effective rates instead of just the most recent one. Has anyone had experience with this/been able to use just the most recent currency exchange rate? 

Our purchaser often receives new pricing for items and we would like to update the cost of goods before we place a purchase order. I understand that last cost of goods is updated upon the inventory receiving process, but how can we update costs without placing a purchase order?Most of our items are FIFO and I see that “Last Cost” is an editable field. Is that the best way to update costs?Thanks!

 Hello! I am new to customization so I apologize if any of this is hard to follow or a strange approach, I am actively learning and very open to input.  Also, please ignore the title as my original post was a bit of a rabbit hole question regarding a misstep I took in solving this issue. My issue is in regards to seemingly hidden business logic that I cannot make sense of. I am currently attempting to add a contact selector to the Shipment (SO302000) that allows me to select a contact and updates the Ship-To-Contact area of the form. In my graph extension, the fields under the ship to contact area are getting updated by those of the contact I choose in the top right. However, this interaction only works when the "Override Contact” checkbox is ticked. I attempted to remove the checkbox, however that makes the fields in this area all permanently disabled. I am confused by this behavior as it seems to me like removing the checkbox should remove the enable/disable behavior of this area, bu

Customer is finding large number in there daily ERP transaction count on their Process screenCan someone confirm the ERP Transaction count in the example belowcustomer is running create shipment on a automation schedule of Proess Orders every 10 min there 173 - 175 records shown on history for each process - see below there are 171 -172 records that have a warning an do not create shipmentQuestion:  are the 171 - 172 records processed each 10 min but do not create a shipment considered in the ERP Transactions count? 

I have an appointment that was completed by our field service team.  It shows completed in the Appointments GI, but when we go to select it we get an error that completely prevents us from opening the ticket.  It looks like a field reference error, the issue is we cannot get into the Appt anymore to troubleshoot.  Any ideas? 

How to get OData in Client Timezone through Generic Inquiry??In a databse it is store in UTC

Hi,I need to remove this Inserted cach while keeping the Updated cach as it is.Is there any way to achive this?Thanks.   

Hi everyone!I have a custom popup and I need to clear view’s cache on the popup closing (after clicking on the close button). is it possible to track the window close event?I also found the OnClosingPopup attribute, does anyone know in which cases it is used?[PXButton(OnClosingPopup = PXSpecialButtonType.Cancel)] 

Monday Morning Problem:I don’t know what happened in Acumatica over the weekend, but here is our issue:Service Appointments marked as “Completed” no longer allow us to add new inventory items and “Mark for PO”.This may seem strange that we want to do that, but we have been doing it for quite some time already. We mark the appointment completed when the log is complete and we need the time to go onto the service technician’s time sheet.  Up until today we were able to add items to order on the appointment, and then add a separate log later when the technician returns to install the ordered part.Is there a setting that we can change and allow “Mark for PO” Items to be added? The frustrating pain point that other people have talked about: If we “Reopen” The appointment, we completely loose the tracked employee time in the log.

Hi Everyone,I was wondering if anyone knows the best way to create and import multiple invoices from a single spreadsheet.Context:We have an Excel sheet containing rebates we need to pay to 100-150 customers, calculated at the end of the month. The sheet includes the customer name, amount to be paid, and other relevant details.How can I import each row into an invoice under the company name in Acumatica, instead of individually creating an invoice for each rebate for each customer?Thank you in advance for your assistance.

When cloning an appointment we are getting the following error…this is happening with two different employees and both are current, have schedules generated through the end of the year. Thoughts??  

Hi All,I am wanting to have a Sales Generic Enquiry of the total sum of Opportunity/Quotes converted to Orders by CreatedByID to show which employee have done the action to convert to order?   I am not sure if the logged in user who initiates this Convert action ( different to the Quote owner, or the Creator of the quote)  is recorded, and we can use this field?The Creator of the new converted Sales order is a proxy of who clicked this button when this Convert to Sales Order Action is implemented on the opportunity quote however it picks up Sales orders created directly. I created a GI and looked in both the opportunity, Quote and Sales Order Tables but didn't see a convert field we could use? Or if anyone else know how to report who converted a CR304500 quote to a Sales Order?

I want to Show Date in GI as it is show in Production order detail1. Production Order Detail  In DAC i will use   But in GI it is showing  which is show in GI so i will solve it and show 2:30 which is correct But in Postman it is showing wrong  

we upgraded the version from 22r2 to 23r2. after rebuild the solution while try to open in browser for login page getting the following error.  

Hi there, I am trying to override the address line 1 on Shipment screen by defaulting it to the User Defined Field selection (pointing to Customer table). However, when I got this error when I try to test it: Below is my DAC as well as code for your reference:DAC:using System;using PX.Data;using PX.Data.BQL;using PX.Objects.SO;namespace PX.Objects.SO{ [Serializable] [PXCacheName("SOShipmentKvExt")] public class SOShipmentKvExt : IBqlTable { public abstract class recordID : BqlGuid.Field<recordID> { } [PXDBGuid(IsKey = true)] public Guid? RecordID { get; set; } public abstract class fieldName : BqlString.Field<fieldName> { } [PXDBString(50,IsKey = true)] [PXUIField(DisplayName ="Name")] public string FieldName { get; set; } public abstract class valueNumeric : BqlDecimal.Field<valueNumeric> { } [PXDBDecimal(8)] [PXUIField(DisplayName = "Value Numeric")] public decimal? ValueNumeric { get; set; } public abstract class valueDate :