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We are trying to set up some stock items that we buy tax free but sell including tax.  Is there an easy way to do this?So far our attempts have either included tax on the purchase as well as sale or excluded tax on both.  The supplier and customers are set up correctly with their correct tax zones.

Hi there, I’ve modified the original AR Aging report to AR Aging by Employee report in 2022 R1. The report will generate the AR Aging based on the customers assigned to the logged in user (salesperson) only. The report works fine until the version got upgraded to 2023 R2 where it failed to show any records. The tables that I’ve added:CustSalesPeople (linked to CustomerMaster on BAccountID). SalesPerson (linked to CustSalesPeople on SalesPersonID). EPEmployee (linked to SalesPerson on SalesPersonID) I’ve added a line on Parameters called UserID to retrieve the user info by inserting the default value:=Report.GetDefUI('AccessInfo.UserID') I’ve added a line on Filters to link the parameter UserID to EPEmployee table: Despite all this, all it takes is just an upgrade to break this report. I’ve attached the report as well and hopefully someone can help me understand on why the report is not working anymore.

How do you create barcode labels for stock items using the report designer?I have configured the report to print barcodes for each item, however, the printed bar codes for each item are all exactly the same. Am I missing something here?  

Good day.Shipping/Receiving fails to timely process RM (Sales Orders) in timely manner causing the date issue to have an error.  It simply not a priority; It is not a timely process.  It is month end thing.  The sales person processes the RM by adding the Invoice item; shipping waits until the item is returned which takes a week or more to come back.  The line items is expecting request date that is unrealistic.  Any way to turn off the date validation and then let them process based on the current date.  My thought is to have them change to request to the current date or match the date.  Any thoughts?Thank you@grillevan 

Hi everyone, Just wanted to ask if it is required to republish the customizations in the system every time there’s a minor update on Acumatica (builds update)? Thank you!

Hi,Could you please provide code to set checkbox state by inventory update. I created this one but it doesn’t workprotected void SOLine_InventoryID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (SOLine)e.Row; if (row != null) { ClaLimitInv.SOLineExt itemExt = PXCache<SOLine>.GetExtension<ClaLimitInv.SOLineExt>(row); itemExt.UsrIsRestrictedField = true; } }my DAC ispublic class SOLineExt : PXCacheExtension<PX.Objects.SO.SOLine> { #region IsRestrictedField [PXBool] [PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)] public virtual bool? UsrIsRestrictedField { get; set; } public abstract class usrIsRestrictedField : PX.Data.BQL.BqlString.Field<usrIsRestrictedField> { }} 

Hi, This is regarding the side panel with the stock items. There are some users who see all the options in the side panel. But some users see only few. But the users who cant see, they can see the relevant GIs in the workspace.Example : Inventory transaction history is available in the workspace but not visible in the side panel.What can be the possible causes?Thank You,Dulanjana

Hello, We’ve recently switched over to Shopify POS. We’ve noticed that if a customer pays with cash and gets change back, the payment amount in Acumatica shows up as the amount they paid, rather than the order total.   

Hi! I’m wondering if there’s a way to quickly add the users’ email account so that it can be used as the sender when creating email from the system.  or do I really need to set it up one by one?Thank you!

I am keen to know how the configuration is like to be able to switch between inc/ex tax pricing in sales order. Ex: A product has price set in Sales Prices $110 (GST is included). When sold to customer as inc GST of 10%, the price is $110, order total is the same.Sold to customer as ex GST, the unit price is $100, total $110.No matter who the customer is, the order total should remain the same i.e., $110.Have tried using Tax Calculation Mode but it only affects how tax is calculated. Changing Net vs Gross affects total price where this should remain the same.

Hello again! I have a question relating to the automatic creation of item codes through the API. Along with the item codes themselves, I have a need to populate the unit of measure conversions (for example Cartons to LBS or Pallets with the conversion factors. The problem I am facing is, the UOMConversions class is not available in the Non-Stock Items object.  It IS available on Stock Items, but we are not using those. We had a consulting group build out the initial system and they created a customization project to get us to where we can apparently have the UOM conversions on Non-Stock Items (as shown in this screenshot), however I am unable to contact them and need to figure out how to create those entries on the non-stock items via the API myself (along with help from here if possible).Here’s a shot of the Non-Stock Items in the customization project showing the fields I need access to: I just don’t know how to gain access to those fields via the class objects. I found a class objec

I am trying to update the average cost for stock items that were migrated into Acumatica without an average cost.  To do this, I did a quantity adjustment with Ext Cost what I want the average cost to be and the quantity zero.  I am getting the following error.    I tried doing this again with a quantity of 1 which worked, but then when I did the adjustment for a quantity of -1 to make our actualy on hand inventory accurate the average cost went back to zero. How do I update the average cost for a stock item without changing the quantity on hand?

Hello Everyone,We are trying to update some Leads we have in the system to assign a proper Owner to each of them.  I’ve tried all different kinds of mappings for the Owner column and it just will not update.  No errors either.  I have attached the XML and a sample of the Excel spreadsheet we are using for the Data Provider.  Any help would be great!  Thank you-

Hi There,We wonder if anyone is able to get the Notes and attached file from the Sales Order to transfer to the Production Order?  We checked the settings for the Order Types (ie. for both Sales Order Types and also Production Order Types) but the copy notes option is not there for Production Order.  Please advise if the setting is elsewhere.  Thanks...

We get an error that says - ‘This MySqlConnection is already in use. See https://fl.vu/mysql-conn-reuse’ when we try to ‘complete’ large appointments.  Once we get this error message we are unable to cancel, alter, save, complete or bill this appointment.This has happened on appointments ranging from  25-45 lines.Anyone have any idea why this is happening and how we can get around the issue?

I want to have a generic inquiry form with 3 columns : Inventory ID, receipt number, quantity on hand.Does anyone knows how can I get these data from database?I can see this form on Adjustments screen. but can not see the details from here. 

We are trying to setup Approval Maps, but the option is missing. I do not see it in the Access Rights menu either, so I do not think it is a permissions issue. Any ideas?Acumatica 24R1 - SaaS Always Current by Acumatica  

I’m trying to closed production orders. Some of the productions routers have labor from mid 2023.  The routers that the outstanding labor are from former staff who no longer work here.  They are still clocked in and when I try to clock them out the following error is generated.  “Error: Inserting “Clock Transaction” raised at least one error.  Please review the errors:  The financial period is closed in the company” Does accounting have to re-open the financial period? Is there a way to delete the labor?

Does Acumatica have an import scenario where .png files can be uploaded through a import scenario? We have 40k images and need a solution for this.

Is it possible to Create Purchase Order from Project PM301000?We set all items we use for that project on Cost Budget Tab (including inventory id, qty). When creating PO, we will go to Purchase Order PO301000 and add ADD PROJECT ITEM, and only inventory id goes in. We expect the system will take the qty & unit from Project so we don't have to input that data again.  

Unlike most of the other tables, Account Details doesn’t have the tab to say what the Generic Inquiry Table for the report is. It doesn’t seem to be API-AccountDetails, as that Inquiry is missing both the beginning and ending balance. What would be the source for the Account Details data?

I am trying to create a GI that pulls the sales orders as well as the PO orders tied to them to the same GI but I am having trouble figuring out how to properly link these two tables in relations to get the data to pull properly. 

HiI found a post with a method to create timecards from a generic inquiry linked to a business event. This was exactly what I was trying to achieve and so I imported the xml for the GI, business event and import scenario.When I ran this, I got an error in the business event saying “Error: ‘Employee’ cannot be found in the system”. From the Business Event History, I can then EXECUTE the subscriber error manually and the process works fine - the Time Card is created. I tried to resolve this and followed other similar posts but still no success.I have simplified the GI and Data Provider and Import Scenario so that it is now very basic. I also setup an Import Scenario using Excel as the data source. This worked fine for the same employee, so this suggests to me that the data is correct and I have security rights to do this.Any suggestions would be really appreciated. I’ve attached the GI, Business Event and Import Scenario Thanks, Kevin

We are a wholesale distributor in a B2B setting. We have a minimum order of $500 to get free shipping, and this is based on the actual available to ship inventory, not the order total. Basically, if you order $500 from us, and 1 item is backordered so the total available to ship is only $450, you will need to either add on more items to hit $500, pay the freight to ship to you immediately, or wait until the backordered item arrives in stock.In the Sales Order screen, Acumatica shows the order total. When a shipment is created from the sales order is there a way to get the dollar value of the shipment to show anywhere? We need to know the total value of what is actually shipping.I am hoping one of these options would be easy-ish to make work? Is there a way for me to do this, or has anyone had to create a report or GI that calculates this they can share?2 possible ideas?Thanks for any insight!

When we run MRP the Type of consolidation is often applied as expected but we are wondering if there is a way to dig deeper and see what Records the Consolidation consists of?Cannot seem to find anything for that