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Hi All, @Tim Rodman , I have setup a Multistep PO Approval where I cant get the second step to work. The first step is for two users to approve where I have used the “Collect All Approvals….” (Rule Actions\On Approval which works fine).  If the PO is < $15,000 then it need not go further and can be approved.The second Step is where I am having the issue.  I have read the documentation and applied the rules but am still having issues. Please see attached for setup.Any help appreciated.Cheers,Laura

Hello,I'm seeking a method to determine the remaining balance of an invoice as of a specific date in a generic inquiry. Consider the following scenario:Initial Invoice Amount (01/01/2024): $1,000.00 Payment Made (02/01/2024): $400.00 Payment Made (04/01/2024): $200.00 Payment Made (05/01/2024): $300.00 Current Balance: $100.00My goal is to find the balance of the invoice on a past date, such as $400.00 on (04/25/2024).While I can join the ARInvoice with the ARAdjust table and filter by the ARAdjust entries made before my specified date (04/25/2024) to calculate the total amount paid, this does not provide me with the balance. Unfortunately, the ARAdjust table lacks a field that reflects the document balance after each transaction. Thank you for your help!

I am attaching the basic GI I am trying to create which all it is doing is displaying the PMActivity information and then simply converting the PMActivity.TimeSpent from Minutes to Hours by dividing the minutes by 60.  HOWEVER, Acumatica is NOT calculating this correctly, as you can see from the screen shot below.  One of the returned rows calculates 28800 / 60 correctly to 480 hours. But the OTHER two returned rows are NOT calculating correctly at all.  Not even close.  29070 / 60 should = 485.5 hours.  And 31920 / 60 should = 532.  NEITHER of those are even close to Acumatica calculating them to be 421 and 439 hours respectively. Is this a major Acumatica bug?  Or is this simply something that Acumatica cannot do, and is there some way to simply have it perform this automatically?Here is the equation from the attached GI  

Is there a way to change a who the customer is on a sales order after the items have already been received? The field is not greyed out, but when I try to change it I get an error that says: If anyone has a solution to this please let me know.  Or if there is a way to Merge Customers, that would also work. 

Hi We have just started using the customer portal for customers to use the portal for ordering. In the catalogue we have a checkbox for “Show Available Items Only”. By default this box in unticked, hoping there is an easy way to change this default to ticked instead. Have tried adding a field in the customization screen for that screen 70.00.00 and selecting “Required” as “True” as I think I found in another discussion  but when when i try to publish it says below. is there an easy/easier way to do this ?  

Hi all,I have a client who uses the degree symbol (°) in the long description field of their inventory items, which is then exposed via the API to their website. When this data is converted to HTML, the degree symbol remains as ° rather than being encoded in HTML format (e.g., ° or °). Consequently, the website does not recognise it correctly. Please see below; HTML I would prefer not to go down the customisation path if possible and wondering if there is any workaround for this. The challenge with a customisation is that there might be other special characters we haven't identified yet, and continuously updating the customisation to handle each one isn't ideal.Any thoughts or suggestions? Thank you. 

I’ve run into an issue where particular inventory records are being ommited from the GI results when I turn on group by ARTran.InventoryID:   Ungrouped: Grouped on ARTran.InventoryID I’ve attached a copy of the GI.

Hi All,Please note I need to find way to change customized field type int to decimal. Int type doesn’t allow to enter decimal values. I have tried by changing original attribute but it’s not saving either. 

I’m wondering how to create a GI that will list all warehouse locations that are empty so we know where to put away newly received goods. 

Hi Team,Is it possible to create a grid within the sales order details section of the form view without displaying it in the grid view?Please see the attached screenshot for reference.Please suggest.

Hello, according to the below guide, I fully understand it is not allowed in some way to delete the "audit history".https://help-2020r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=5ce60e66-6997-4aa1-8496-b1bb106c41cfAuditHistory: Contains information about the database size used for saving the audit history. To review the audit history, you use the Audit History (SM205530) form. You cannot delete the audit history, so we recommend that you turn on the field-level audit for no more than few forms. But it is really large and obsoleted in database.  Can we delete, like more than 1 years old data? and how.The data is really large and grows rapidly. If the data can not be cleaned, it would be time consuming if we like to back up a snapshot, it would take hours.

Hello!On the invoices form, only one sales account can be mentioned for one invoice line. And the journal transaction will get created based on that sales account. But we want to divide the sales amount and pass it for two sales accounts. For this we though of using the reclassification function but it needs to be automated based on the given parameters. Has anyone done something like this? Or are there any other options than reclassifying?Thank you!Amanda

Hi,I run the profit and loss statements under “Finance/ Financial Statements”. There is no account number show in the report. May I ask what is the way to show account number in the report? Thank you.Raymond  

We accidently withheld a 401K contribution who isn’t currently enrolled in it pre tax. How do we fix this??? HELP

I have a bit of a complex task given to me that I suspect is reliant on Parameters but I have no idea on how to go about having multiple date parameters existing at the same time without causing conflicts or maybe I am going about this wrong.So in the report as it currently exist there is only a start date and end date Parameter, what I need to do is get another field within the report that pulls the net sales for a month prior to the selected start date/end date and then the net sales from the previous fiscal year.the Net sales is pulled from ARTran.NetSale like this =sum([ARTran.NetSalesAmount]) 

On the system monitor screen,In the “Running Processes” tab we see reports, but not GIs that are launched.In “Requests in progress” tab we see GI queries, but there is no button/action to abort the query, That is taking longer time to execute .  

Hey guys, I am having an issue with a custom action I have written, I think, in accordance with the T190 training course.Below is the error I get:This is my code for the method & the action://method declarationprivate static void createQCCheck(AMBatch batch){ using (var ts = new PXTransactionScope()) { var qCEntry = PXGraph.CreateInstance<GCQualityControlEntry>(); QualityControl doc = new QualityControl() { }; // AMMTran batch = new AMMTran(); doc = qCEntry.QCCheck.Insert(doc); doc.BatchNbr = batch.BatNbr; doc.Date = batch.TranDate; qCEntry.QCCheck.Update(doc); var batchEntry = PXGraph.CreateInstance<MoveEntry>(); batchEntry.batch.Current = batch; foreach (AMMTran line in batchEntry.transactions.Select()) { var lines = qCEntry.Details.Insert(); lines.AMProdOrdID = line.ProdOrdID; qCEntry.Details.Update(lines); } qCEntry.Actions.Pre

Hello,The column name shown in the image above is row 2 in the EXCEL file.  Row 1 is the column headers.  I have copied and pasted values into a new spreadsheet etc. trying to get past this.  Seems to be an EXCEL thing but I cannot find how to get past this.

Hallo,und zwar ist uns aufgefallen, dass wenn ich einen Haupt Produktionsauftrag AM201500 habe, und bei diesem dann die Aktion “Aufträge für Unterbaugruppen generieren” ausführe, dass dann die Unteraufträge erstmal richtig Terminiert werden, gegen Unendliche Planung.Wenn ich jetzt jedoch “Produktiosaufträge Grobplanung” AM501000 verwende und z. B. den Hauptauftrag nach vorne verschiebe, vom Termin her, und dann den Hauptauftrag und alle dazugehörigen Unteraufträge (sind in Referenzen miteinander verknüpft) zusammen neu einplane gegen endliche Kapazität. Dann werden die Unteraufträge nicht wie erwartet richtig vor den Hauptauftrag Terminiert, sondern alle werden als eigenständige Produktionsaufträge behandelt und Nicht zusammengehörig eingeplant.Gibt es hier also eine Möglichkeit zusammengehörige Haupt und Unteraufträge ordentlich zu Terminieren?Haupt ProduktionsauftragJetzt wurden die zwei Unteraufträge richtig Terminiert, gegenunbegrenzte Kapazität.Den Hauptauftrag vor die Unteraufträ

ISSUE: Logged time from Service Appointments transferred to the employee time card is always not checked as “Billable”, so we manually have to check each line in order for it to be calculated correctly.POSITIVE POINT: Any logs coming from projects are automatically checked as billable. As you can see below, all items coming from appointments are unchecked. Those that have projects involved are checked.If I go into the Earning Type Codes, I can set the default coming from projects to be ‘Billable’, which is great! QUESTION: How can I do this for any logs coming from Service Appointments? Any ideas?Thanks in advance.

Is there a process to copy Access Roles between Tenants or sites?Thanks.

We’re about to start our first phased construction project & I’m struggling to figure out how to get it set up.  We use (what I think) is a pretty standard NAHB set of cost codes that follow a 5 digit format where the first two digits are the major categories and the last three are the detail description of the cost.  So we have:01-000 general requirements 01-310 project management 01-510 temp power 02-000 site works 02-100 demolitionand so on.  The major categories from 01 thru 29 are hard costs.  30 is land costs.  40 and beyond are soft costs.At present we enter all five digits into the costcode field and duplicate the first two digits into the projectTask field.  This allows us to get subtotals for the major categories (but we can’t get totals for hard costs, soft costs & land costs).As we start planning on an upcoming phased project I want to drop the redundant data entry into the projectTask and instead set up task codes for each phase.  But, when I look at the Project re

We are having a problem trying to use Create Transfer Orders, in that when we try to process we get an error that CS cannot generate the next number.   This causes two problems.  We have to create the transfer manually,  and the prepare replenshment report wont reccomend a quantity because there is a value “in replanned” Does anyone have ideas on the cause of the errorAlso, does anyone have ideas on how to clear those items “in replanned” Much appreciate any feedback  

2 warehousesManufactured item had demand for 100I have none in the warehouse with demand.I have 100 in warehouse that does not have demand.Using MRPI want to create a production order to meet demand, UNLESS I have quantities in the second warehouse.  Then I want inventory planning to tell me to transfer these.Since the source is MFG, inventory planning tells me to build when I could do a transfer instead. Same question on purchased items.Is this a thing in Acumatica?Thanks!

So for certain customers we use a non-stock charge item on the SO/Invoice. If this particular case the SO was create that had 10 units of stock item X, and a second line item for the non-stock item for Qty 10. We had to short ship the SO, so only shipped 9 units of stock item X. (As you know non-stock items do not populate on shipment)When we prepare the invoice the stock item comes over correct @ 9 units, but the non-stock item still defaults to the SO qty of 10 and cannot be changed nor deleted. The only way I can see to fix with is to delete the shipment, change the SO qty. We would not want to do this because I want to see the original source of record, the SO and the qty, and what we shipped. I want to see that 10 were order but only 9 were shipped.Is there a config change needed in the non-stock item setup? Seems implausible that I need to delete the shipment and change the SO, but wanted to get the opinions of the group before I did that.  Thank you