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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 :

Hi All, I have this error. What is the problem and how do I rectify itthxDries

Is there a way in which one can use Route Management capablitlies for the delivery of items from sales orders?One can create a service order from the sales order for goods and installation and then create appointments for employees, however, this is for staff and we need it for vehicles in which the routes and appointments can be managed.

Currently we are experiencing an issue in Acumatica - Power BI Integration for a Single tenant of a multi tenant instance. The issue is as follows. Please check the below screenshot.There are 2 tenants in this instance as  Test and Company. The connection for both tenants worked fine until recently. Now only for the Company tenant this above error is getting appeared. I examined all the GIs that have exposed via OData. In every GI there was no any field named DateCreated. There are no any significant difference in between these two tenants.  So can i know what's wrong with this Company tenant that cause this error.    

I am trying to make a generic inquiry of appointments for the current month and past months so I can add a widget to my dashboard of a bar graph on how many hours are being used with each of our customers. I still struggle with making GIs...

I have a client that is testing 2022 R2 and on the appointments screen of field services, they are getting the message that Tax is not up to date however tax is recalculating. This message does not disappear when saving the appointment but when this message appears on the service order, it disappears with a save. I did not see a known issue for this but could have missed it. Anyone know why this is happening?  

I’ve been working learning the Project Accounting module and need some help with setup. I’ve reached out to our partner but also wanted to see if there were any experienced users that would be willing to help me out.My main issue right now is figuring out how to get Project Transactions (labor, material, charges) to post correctly when billed from an Appointment. Service Order Type only allows one Account Group to be assigned and when the Project Transaction is created everything gets tagged to that group. I don’t know if the Allocation Rules would fix the issue because I can’t seem to get it to work like I think it’s supposed to. Thoughts? I really need to get this setup as it would be a big game changer for us.

Hello!I’m creating a service order from a sales order. And to create the service order, I select the require appointment check box for the stock item and to the service. The items entered in the sales order will be shipped from the sales order shipment.But when I create the service order, it shows the stock item line status as require scheduling and ask me to do another item issue when completing the service order as well. But the documents say we are only requiring shipping the items which are newly added to the appointment.If there’s any step or information I have missed? Best Regards Amanda

Why don't line item notes appear when I print the Service Appointment? We would like the Service Tech to be able to see the line item notes. We also would like somewhere in the Appointment to capture all the service Tech notes about the service provided. The Notes on the mobile app print at the bottom of the Invoice, but there aren’t enough lines for the full descripton of the work. Where do others capture this info?

Hello fellow Acumatica users.  Do you know if it’s possible to enter an AP Bill to a Service Order without using a Purchase Order? Thanks!

The “ADD ITEMS” Button on the Sales Order (SO) is very useful as you can see Inventory in warehouses and also do a search for previous sale price using the “Sold Since” selection.  But when doing an Opportunity so you can transform to a Quote, this ADD ITEM button is missing on both opportunity and opportunity Quote form?The Add button functionality seems to have the same features common to a Sales order ( adding inventory ) , so I am wondering if there is a reason it is missing or an oversight? Can it be added?This will allow this price lookup functionality to be used on an opportunity quote? 

Hi Team,I am working with 23R2 (Build 23.209.0023) Shopify connector. I have a custom table and a custom screen. I want to create a new Entity similar to the Stock Item and sync the data from custom table to Shopify as stock items. I tried to create a new graph using SPProductProcessor but getting error while inheriting from this class. Then I used ProductProcessorBase, using which I am able to get the data in Sync History but during sync objects are getting null and further processes are failing.Can anyone suggest the best possible way to achieve it.Thank you in advance !

Had a question come up recently and not sure how to answer.  Has anyone had this issue before? In using the AP Document Recognition, we have experienced Acumatica bypassing the needed invoice on page 1 and instead grabbing header data from page 2 of the pdf document which is usually a supporting sub-invoice to the actual invoice that should be addressed on page 1. This does not seem to improve with machine learning after several invoices from the same vendor. We are using version Acumatica 23.111.0019. Have your customers reported this and do you know if it has been improved in subsequent Acumatica versions.

I’m trying to make certain acvtivities billable in the Employee Time Acvtivites screen.My import scenario is throwing the error that the employee is not found.   Any advice would be welcome

I added 3 custom fields in a tenant. A snapshot from another tenant was then restored. The package is no longer available, but the 3 fields still show on the screen. I need to get rid of them. I tried hiding in access rights, but they are not visible there. See fields on screen: I started a new customization package for the screen to see if the custom fields are there. I see them, but they’re not in the column shown above, nor any column. How do I remove them from the screen at this point?  

Hey everybody,Is there a possibility to import the description of stock items via Excel with line breaks? It seems that the import scenario doesn’t take the line breaks from excel into account… Any help is greatly appreciated! :) 

On the shipment/packages Does anyone know if you can automate the “ADD SO SHIP LINES” to pack all the contents automatically?  For example if i only have one item, cut out the steps to add them.  Have it automatically pack the items.  

Hi, is there anyone that has had success bringing in check numbers from a corporate checking account into Acumatica bank feeds (via MX or Plaid)? Our current bank feed with current bank only shows the word “check” with no actual check numbers. Also have a number of corporate credit cards who will no longer be supported via MX or Plaid through my bank Curious which banks anyone has successfully accomplished this functionality (JP Morgan, Bank of America, Truist, etc)