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Hello,I am trying to pull the “CuryRevisedAmount” field into the PM632000 report. I added the PMRevenueBudget table in Schema Builder and now it duplicates lines. I cannot confirm this, but it appears that when the billing rule is TE, it duplicates the task and adds the “CuryRevisedAmount” data from the Cost Budget on one line, and from the Revenue Budget on the duplicate line. I am only after the revenue side. Any ideas? Thanks!

Acumatica has released an option on how to search which can be configured in Site Preference. We are trying to look for a way to change the search method locally. For example, the setup above would change how we search everywhere in Acumatica. I was wondering if we can change the way we search only for inventory items when creating Sales Order with “Contains” which override the existing setup to search “Starts with”. Thanks a lot in advance.

If I am using Seasonality, should I be Calculating and Applying the Replenishment settings at the beginning of each period in the season calendar?  Or does the system automatically update them when that date is reached?  

Hello, I’m creating a new payment plugin to do integration with cybersource,I created the payment plugin and added the payment processor succssfully but the problem is that I can’t add a payment method linked to this new payment processor, please see attached imagesUnder the processing center payment method tab, there is no payment methods when I go to fininace → payment methods and then add a new payment method I can’t find the new processing center under the payment method idnot sure what is missing? the acumatica docs are not helpful so I’m not sure why it doesn’t show any payment methods availabe, is there anything I miss to add to the payment plugin, thanks in advance

how to enter a receipt and invoice at the same time in acumatica

Hi ALL,Can someone explain how to use Sort Location of Location Table in the Warehouses Screen ?   Best Regards,NNT

Hi All,I am attempting to create an import scenario that allows the deletion of time activities. The time activities in my file have the complete status, none in the list are released. Looking at the DAC Note ID is the key field. The records that need to be deleted are across a few months. I keep getting the following error:  I know I am missing something in order of operation or an additional field that needs to be part of the query but have been at it for a bit now and thought I’d see if anyone on here had experienced it or had been successful in doing so before. Please see screenshot below of current import map.  

i want to display the attributes on my report i cant find his relationship to the customer 😅  

Hi, how to i create an article on the portal?Tried creating a wiki but can’t seem to add new article 

Is there a standard way to prepare invoice for packed items only? we are using Pick, Pack, Ship option; and only want to ship items that are in the packed column of the shipment, regardless of them having been picked.

When I publish customizations to multiple tenants, it gets through the validation stage, during the publish the browser crashes and I get this screen? Any idea how I can look into this issue?   

Hello, I’m working on getting an import scenario to help auto apply payment balances to invoices. For some reason, the whole payment is not being applied to the invoice. The auto apply button works, but I’m wanting to be able to do this in bulk, and automated. Here is what we are seeing:  I can manually click auto apply and it updates the amount paid to the correct amount and the invoice/payment can both close out. When I tried adding that to an import scenario, the auto apply action would add in random miscellaneous open payments to the invoice.Any help improving this import scenario would be greatly appreciated!

We would like to schedule purchase receipts. In the past I have seen ERP’s have the ability to view and schedule a dock time calendar. Some companies even require carriers to schedule a time before arriving at the dock. It would seem with Purchase Receipts being a separate table from Purchase Orders, one might have ability to easily “schedule” these receipts and view them in calendar form. Does this functionality already exist? 

Are there any effects on Inventory if we set the Item Warehouse Details but do not wish to use the Acumatica Replenishment. And is it okay to use this form as reference data for 3rd party replenishment application?

Hi,Selectors for which, the ‘Filterable’ property has been set to ‘true’ on a PXSelector, allow users to define their own filters in selectors when using Acumatica.  For example, this is the case for the selector that allow to enter/select a purchase order number (see below).However, this does not seems to apply on GI, when the same field is used as a paramater on a GI.Does someone ever notice this behavior ?  Any idea on how to fix this ?Best regards,Yoland

Hello guys, I am having an issue with a report I am modifying in preparation for a new process improvement project we are undertaking.The report in question is our manufacturing call off report with then redirects to our label report to print the labels for the item to be manufactured.When I click the redirect:It takes me to the report desired however, it is blank:However, if I go into the parameters, leave them as is, and press run report, the report prints as expected, with the parameters set from the redirect in the call off reportHere are my Params:Call off ParamsLabel Params 

I am building an Export Scenario using data from the Invoices and Memos screen name.I am mapping the Post Period column from the Invoice Summary Source Object which contains an example value of  "082024"I would like to use the LEFT function to only extract the "08" value for Period. Can functions be used on the “Field / Action Name” column and if so, what is the syntax for the LEFT function on the Invoice Summary / Post Period field?I have tried the following, but none have worked. I receive errors from Missing Operand to Invalid Hdr when running my Export Scenario:=LEFT(FinPeriodID, 2)=LEFT([FinPeriodID], 2)=LEFT([Post Period], 2)  

Where do I add a new shipping location?  We have a drop down of choices to pick from when entering a new Purchase Request but I need to add a new location to this list and cannot find where to do so.

Hi Acumatica People, I mostly create import scenarios from SQL data providers (better handling of data types and “one and done”). For my equipment import scenario, for the SQL data provider, I have no errors and one record loads (out of a set of 12). I looked over the trace records and no handling of an error. Next, I exported the set of records and created an Excel data provider and a new import scenario with the same mapping and attempt to execute an import scenario.Now, it throws an error: “Error, “Customer” cannot be empty.” I am exporting my Excel scenario and I’ll provide some screenshots. 

Dear All,            Upgrade 2023 R2 Version I getting this error while run report, anyone can help to solve this issue 

Does anyone know if there is a way to create a calculated field in a pivot table GI within Acumatica? Am trying to sum totals sales / costs / margin and margin % by various objects.  My GI has each of these at the row level, but when summing in a pivot table, margin % is obviously not correct.  Pivot function seems to support % of row / column, but not % of a specific column (ideally would just sum margin / price for %margin). Any suggestions, greatly appreciated.Thanks,Dave

We have a generic inquiry that lists blanket purchase orders information. Unlike Blanket SOs, Blanket POs do not have a Child Orders tab- making it tricky to track child POs tied to them.  SOOrder table has QtyOnOrders field, however POOrder table does not. How can I calculate Qty on Child POs and have it display on the GI?The GI is not line specific it is only header specific. When I added POLine table, it replicates all the information which is not required.The below snapshot is one from Blanket SO Gi, we would like to display something similar for the POs. How can we achieve this?@lauraj46 - any ideas from you would be helpful as well! Thank you in advance! 

When we look at our projects under cost budget under actuals it shows 0 for labor hours. Why is it not showing our actual hours? 

I have Kits that contain many common items. currently I stock them as their own SKU instead of being a Kit. the problem is that those components don’t necessarily show up as available to purchase by customers since they are contained in the “kit”. the reverse is true as well for my inventory, If I have all of the components of a Kit, The Kit will not show as available to purchase by customers.Has anyone run into this problem before, do you have any ideas for how to configure the stock items so that they are both visible?

Hello,       Still in 2021R2, I don’t know if latest version still having this issue.The datatime manipulating functions like DateDiff( 'd', [DateFrom],[DateTo]) can work perfectly when put in data field like below. But when you put it in styles, it would run with error “mismatch type”       It probably due to Acumatica did not handle it in style columns.Luckily, we can handle this ourself.  Like below:(DateDiff( 'd', CDate( Replace( [DateFrom],' 12:00:00 AM', '') ),CDate( Replace( [DateTo],' 12:00:00 AM', '') ))     Firstly, you have to replace the ' 12:00:00 AM' with empty, note, a space is in front of 12:00:00    Secondly, you use Cdate to forcely convert the type.Then, you can use Datediff function as usual, no errors anymore.