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We are looking for a way to send an email notification out when a BOM revision gets used in a production order for the first time. For example, an existing BOM gets a new revision. The first time that gets used in a production order we want a notification to go out. Anyone know the best way to approach this? I assume some sort of new GI is needed.

Is there a way for the system to automatically complete all the move transactions for a series of linked production orders?Our situation is as follows:I create a production order for Item A, it requires Items B+C and creates production orders for them. In turn Items B+C require several other item production orders. The end result can be a sizable tree of linked production orders. We want to be able to say “we have finished Item A” and have it complete all the sub-assemblies in proper sequence without us having to manually do move transactions on all the sub-assemblies.

We’re using Pacejet with pack and ship in Acumatica. I’m wondering if anyone is having speed issues like I’m having. It takes about 45 seconds to confirm an order.

Since LineNbr is no longer in the POFixedDemand DAC, does anyone have a BQL SELECT example for getting it from the recommended (dev release notes) CreatePOOrdersFromSODemandsExt graph extension?  Here’s my current BQL: 

Hi,I’ve added the relevant tables and joins in the Customer master GI to display the customer’s bank account number. However, instead of the actual values, the GI is showing 0000000000.Refer to below screenshot.      I’ve attached the GI file for reference.Has anyone come across this issue before, or know how to correctly display the customer bank account number?

How To create / Design Custom Date Financial Reports  in Acumatica? 

I have added a custom field "UsrDefaultW" to the Users screen (SM201010) in Classic UI. The field is bound to the “UserList” view and located in the “User Information” container.My problem:In the official Modern UI source code of SM201010:- `UserList` is a view instance defined in the screen class (`createSingle(Users)`)- Only the `Users` class is exported, the `UserList` view is NOT exportedMy Ts and html extension files are attached.They can build, but no field show on screen.What is the correct way to add custom fields on SM201010 Modern UI?

I’m having an issue with my Generic Inquiry report. I need to retrieve the beginning balance from the last period activity, but that period is outside my selected period range. Because of this, the report is very slow to load. Is there any workaround for this, or is there another table I can use to get the beginning balance more efficiently?can you check my xml file if you can do something about it?

We have successfully set up the ACH Notification process to email out ACH remittance information to vendors.  The vendor payment information section only has one entry for remittance email.  Is there a way to set up more?  Can we just add a second email to that entry separated by a comma to sent it to more than one recipient or is there another place to add this information?

Hi Acumatica Community,We add a lot/serial attributes to a specific item and tag this upon purchase receipts.I have a challenge to add this information to the Generic Inquiry.Is there a way to show this info in a generic inquiry?Thank you!

Hello - most of the work we do is cost plus so we need supporting documentation to send with our invoice to our customer to be reimbursed. Our jobs consist of reimbursable items like employee travel that is loaded into the system via cash purchases, billable hours at a rate * quantity, and vendor invoices processed via AP. This leads to quite a few line items that are translated to the monthly billing. When creating a proforma, I thought the system would generate a compilation of files attached to all transactions that are reimbursable on the proforma. It doesn’t seem to do this for the printed version of the proforma or for the substantiated billing that for the proforma. Am I just missing a setting or something to be able to accomplish this? Not sure how the system could generate T&M billings but not have the backup for the T&M billing. Our VAR has of course offered a customization at a hefty price but I expect the system should be able to do this. If anyone else has went thr

I made a custom DAC and I’m displaying it as a tab on the orders. I want to be able to edit that field when order is in complete status.I’ve achieved that for SO order type by extending the SO workflow to enable that field. It’s working fine but when I try the same logic for the RC order type - the field remains non editable and I’m not sure why. Here are the screenshots of the setup that’s working for SO but not RC: 

Hello everyone, so one of my client agree to update their Acumatica Version from 24R2 to version 25R2, but we were still on progress to update the environment (not yet go-live), is that possible to doing the upgrade?Please lemme know about the procedure of this, I really appreciate thank you. 

    I am currently developing Modern UI. After I edit a page each time, I need to publish the project to see the effect. If I find something wrong, I have to modify it and republish. My local computer configuration is quite good (I9 + 32GB), but I still feel that publishing every time is a waste of time. Is there a quick preview method available?

After upgrading from Acumatica 24R1 → 26R1, I’m now getting these errors when using POFixedDemand:The type name 'recordID' does not exist in the type 'POFixedDemand'The type name 'orderType' does not exist in the type 'POFixedDemand'The type name 'orderNbr' does not exist in the type 'POFixedDemand'The type name 'lineNbr' does not exist in the type 'POFixedDemand' I couldn’t find any mention of this in the developer release notes for 24R2 through 26R1.  Does anyone know if the class was extended or where there fields went? 

I recently noticed somewhere that you can add {br} to an expression in Report Designer to add a line break. I’m curious what else you can do like that within the expression editor, however I can’t find any documentation on this functionality. Does anyone know if this is documented anywhere and, if so, where that is or what other things you can do like this?I’m just curious what else I might be missing because I’m trying to format a field, but trying to format different parts of the field different ways (in Report Designer you can apply formatting changes to an entire textbox but cannot make formatting changes to substrings within the textbox as far as I know). So I was just curious if that could potentially lead me to anything that could help.For example, I have a large textbox with this data (see below). It’s one blob of text that has different fields/values so it’s not something that can just be split up into custom fields. If I wanted to format it in Report Designer it would be an a

I have a question about Report Designer templates.  It can be very time consuming to create a new report from scratch.  I’d like to be able to better utilize the templates that are already built inside Acumatica.  But, it’s hard for me to quickly scroll through them to get a feel for what the design and layout look like, without already being familiar with the report.  Does something exist where you can see images of the prebuilt Acumatica Report designs along with a reference to the specific report number? This would decrease the time of report design immensely.  

Has anyone successfully used the AI Assistant in 26R1 beta? I obtained a license key for it and am able to access the assistant, but when I ask it questions it just spins. Things I tried:Opened browser console and found this error: Warning: No client method with the name 'usermessagesent' found.Cleared browser cache.Exposed a GI to AI Assistant, then located AI Assistant Data Processing screen (ML503010) to process it. Got the error in screenshot below. Is AI Assistant not intended to work in beta version?  

We are setting up a BigCommerce site that uses BundleB2B and syncs with Acumatica via the Connector.My issue is getting the Acumatica sales order number to sync over and display in BigCommerce.  All of our interaction with our customers (and our customers to us) use Acumatica’s sales order number.When an order is created in BigCommerce, it syncs over to Acumatica just fine.  I would like to set up a way for the Acumatica sales order number to sync back to BigCommerce, to its “External Order ID” field in Orders.  However, it does not look like the Acumatica Sales Order field is available for mapping/syncing in the Connector.This is very important to our implementation of ecommerce.  Our customers must be able to view their orders in BigCommerce with the Acumatica sales order number.Has anyone else with this requirement run into this issue?  How did you resolve it?Thanks -GenData 

Hi,We are trying to filter a field in an Acumatica dashboard through the URL, but we do not see any possibility of achieving this. Could you please confirm if there is a way to accomplish this? Example: We have a custom dashboard called Production Status with a parameter Work Center. Through the URL, we would like to filter the dashboard to show only WC100. Is there a supported method to apply such parameter-based filtering via URL? Thanks

How are you getting variable outside service costs back to your production orders?I am struggling to come up with a usable process for outside service/process management. We use several outside processes and depending on service, product mix, quantity, etc. they have different costs. We may use a quote from the vendor or base our cost on price lists. Acumatica does not seem equipped to deal with this scenario.Please feel free to skip over my specific attempts, and share how you have managed to get varied outside process costs onto your production orders.What I’m looking for, and the problems I am running into:To enter planned cost and quantity needed onto a production order operation subcontract material Can’t set quantity needed and batch size when Subcontract Source is set to Purchase and Move - even when my outside service is traded in a different unit than my production is producing. E.g. I am making 100 pieces and need to outside process 150 pounds - the weight of 100 pieces. Can

Hello Community,We made duplicate payments for two invoices, and the vendor has already cashed both checks.What would be the best way to handle this in Acumatica? We would like to apply the duplicate payments as credits toward the vendor’s open invoices instead of requesting a refund.Thank you,

I am trying to remove one of the warehouses from a stock item. The form toolbar has the delete button greyed out. Does anyone know how to accomplish this? i have attached a screenshot of the section.https://www.augforums.com/forums/everything-else/removing-warehouse-detail-from-stock-item/ Tried using import scenarios and Mass actions, but was unable to achieve the desired result.Please advise. 

Hi All.  I'm unable to add/delete Acumatica Customizations on 25R2 even though my user has the permissions and the access rights for the screen look correct. Am I missing something simple?    Thank you,David Edmonsonvariux.com (aka ErpRescueTeam.com) 

Hi, I have data on spreadsheet to import into Notes field where there should be multiple lines in the note. The data contains \r\n characters which are correct characters to use when importing data. However the characters appear to be stripped during import. The workaround is to alter the data in the spreadsheet replacing \r\n with CrLf (just some other text), then in the Import formulae Replace(<text>,’CrLf’,’\r\n’) which then imports as expected. Does this make sense to have to do this ?