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Hi I was trying to an audit history of the person who has created a Journal Entry and the name of the person who approved the transaction. Unfortunately, I could not find any option in Acumatica. for your information, I followed the following steps,Audit History when you click on the “Audit Historyit gives only the person's name who had lastly modified the transaction BUT not the name of the person who had APPROVE the transaction.  As you can see in below-screenshot, someone has created this Journal. Another person checked the entry and did the bank reconciliation. The system indicates the same person's name as the ‘Creator’ and ‘Modifier’ which is not true.  Much appreciated if someone has any idea about this.

I was recently told that if you have a Sales Order that has a linked Production Order the user is unable to ship separately and has to ship the full amount of that link or else Acumatica has issues processing it. For example:Sales Order Line is for 5 → Production order is for 5 → 3 complete early and we want to ship them to the customer → 2 complete a couple of days later and we need to create another shipmentSince there is a “hard link” on the Sales order we are unable to create shipment 1 for 3 items and shipment 2 for 2 items without causing issues in Acumatica. Is this correct? If so how have other customers got around this?

How can we close a quote as lost, and give a reason why it was lost? We need to be able to track what quotes we are winig or losing, and the reasons why.

I’m doing the V200-Commerce Edition training.I’ve setup a trial for BigCommerce and have configured the setup as per the guide within the training.When I try to create a BigCommerce store I get the following error:“Index was outside the bounds of the array.”Has anyone come across this issue? Stack Trace:    at PX.Data.PXStringState.get_ValueLabelDic()   at PX.Data.PXView.SortResult(List`1 list, PXSearchColumn[] sorts, Boolean reverseOrder)   at PX.Data.PXView.Select(Object[] currents, Object[] parameters, Object[] searches, String[] sortcolumns, Boolean[] descendings, PXFilterRow[] filters, Int32& startRow, Int32 maximumRows, Int32& totalRows, String[] sortAsImplicitColumns)   at PX.Commerce.Core.BCBindingMaint.<entities>d__4.MoveNext()   at System.Linq.Enumerable.<OfTypeIterator>d__95`1.MoveNext()   at System.Collections.Generic.List`1..ctor(IEnumerable`1 collection)   at System.Linq.Enumerable.ToList[TSource](IEnumerable`1 source)   at _CustomMethod(Object , Objec

Hi All,New in-house data engineer here...I am working on a customization that deals with categorization and tax compliance. Our company has tax categories that are added and removed regularly, so I have made a dynamic SQL script that can reflect these changes in a view.Is it possible to re-generate the DAC from this view without a republishing the customization with the new code? Is it possible to call the method behind the ‘Generate members from database’ directly?If so, will the SQL and the C# that define the view and the DAC be run whenever someone requests the G.I., or do I need to add code to the customizations that define the updates and imports to regenerate the SQL View and DAC right away? Thanks,Aaron

Good afternoon,We are using Banking -  Bank Deposits as a way to reconcile and for some reason we cannot locate the payments under certain Payment Methods...is there a dumb reason we are overlooking on settings that we need to alter?Our check payment method works fine, but we cannot seem to find ACH or CASH payments under this umbrella.Still fairly new to Acumatica, so I’m sorry if its an easy question!!!!  

Hello Everyone, I am new to Acumatica and will need your support.Please is there a way to fix the below error message on Acumatica? I got the error message when I tried to download the project cost report (PCR) Regards,Femi Orekoya

Hello,We have a custom processing/inquiry screen that is meant for mass entry and processing of integrated data. When I put the endpoint together, I am getting the following warning for both the processing filter fields and the row fields. Is there any reason this would be occurring? I get the gist of it, but I am not able to put two and two together for how to fix. I looked at a similar screen (SalesPricesInquiry) and was able to have a successful PUT request by specifying the filter and then entering in a new row(s) as a sub array object. When I try to do the same on this screen, none of my header nor row level fields are returned and nothing is created but I get a 200 response. I can post details of the request/response in this thread, but I have a feeling it has something to do with how the screen was coded itself if I am getting the error on the endpoint definition- perhaps an attribute that is missing on the view or graph.. Any help would be greatly appreciated!

Before I completely remove the 2024R2 Preview instance that I’ve working on and start over, I want to share the issues I’ve run into to see if anyone can point me in the right direction and save me some time and frustration. A decent amount of information can be found from different developers on enabling the modern UI on the earliest version of Acumatica where it was available. However, I’ve found very little in regards to working with it in 24R2. I don’t know if there are differences on not.I realize the new UI is not for production use, but I’m following the instructions from the Acumatica documentation and various blog posts to learn what I can about it so that I’m ready when it’s released for production use. Here’s where I’m at, what I’ve tried, and what I’m stuck with.My instance is running 2024 R2, Preview Build 24.191.0155 When I installed it, I checked the “install nodejs” checkbox and had the below folder at the site root.However, it didn’t actually appear to be installed.I e

Hello Experts, I am facing error while creating purchase order by critical materials from the production order. 

Does anyone know when WorkWave will have the integration for 2023R2 ready?

Hi All, How do I copy this report from on tenant to another tenant thank youDries

Hi, is there any thing that i can make through this screen? or this screen were mend to show the summary in details on access right ? I though this screen can set access right for screen in personal, am i right ? because when i click on revoke, it just pop out role assign to that user and inherited and computed access right status. only display, no setting involve ? 

We recently upgraded the version to 2023 R2 and when running a report we get the following error:has anyone had something similar happen to them?

We have a customization project from a third party that has a license which needs to be renewed this time of the year every year. How to setup a reminder to ourselves about this renewal date approaching. I know the exact date at which this license expires each year and it is available in the acumatica system as well . However we do not have anything setup in the acumatica system that could inform us about the license expiry. This year we found the license has expired only after the system threw an error while processing a transaction .I would like to achieve three things here , Acumatica system to let us know about the license expiry/renewal a month in advance Email to be sent to the third party inquiring whether the invoice is paid (whether they received money from us for renewal) Get confirmation from third party about the invoice and get a copy of the necessary API key to renew. Get confirmation from the third party that the new API is used and that the license is successfully renew

One area of Acumatica that causes frustration is the ability to connect files across related transactions. For example... Sales Order Line → Production Orderor Sales Order Line → Service Order → Appointment The current ability to “link” files manually through the transaction itself is a bit of a chore. Anybody know how difficult it would be to build a function to relate files to specific entities through the file maintenance screen? Has anybody achieved this before?Currently the file maintenance screen lists related entities, but I would like to be able to link entities through the NoteID from this screen so that I can automate the linking of files across related transactions through import scenarios.Anybody achieve this type of customization before? 

Is there A report or DAC that can show a detailed transactional cost analysis of an item? it should show the unit cost per piece, by PO receipt, including and excluding landed costs.Please let me know. 

I’ve tried joining on Shipment and its line split, as well as via INTran and INTranSplit.I wrote a query to pull some relevant data. It is later filtered from ARTran details in SO643000.trans    ARDocType    ARRefNbr    POReceiptNbr    RefNbr    SOOrderNbr    SOShipmentNbr    Split    LotSerialNbrINTran    INV    AR012036    PR002026    005940    SO007464    PR002026    INTranSplit    INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    SRF000005INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    SRF000006INTran    INV    AR012035    NULL    005939    SO007463    005039    INTranSplit    20230307 The top one is what I have in the ARTran. The bottom three are what actually have the serials for the invoice in question. It doesn’t have serials, and I can’t find a single ID in common.The test case I have is here. It has serialized items on the invoice, but getting them is the problem. Any help is appreciated.

Hello,I have created a customisation to add the field ‘owner’ to the dialog box that pops up when you click ‘open’ on an opportunity. However when you enter an owner into this box it does not update the opportunity, the other two field that are there as default (Reason and Stage) do update the opportunity. Is there something I need to do in addition to adding the field to the dialog box? See screen shot of customisation below. I’m using 24R1 Build 24.107.0004.Many thanks. 

Hi,I’m trying to translate GLs related to intercompany transaction and post the foreign currency difference in another unrealised forex GL eg. GL1234 while the rest of the GL’s forex differences goes to the default unrealised forex GL 6789. They are the same currency conversion eg. from USD to CAD.Or the intercompany foreign currency can be posted to the same GL6789 but different subaccount to differentiate them.Can anyone advise how to set this up?

Currently - if you have multiple companies and the Default Branch is defined on the Shipping Tab of the customer profile for one company; when trying to post transfer orders between warehouses within that company, the ledger from the corresponding Default Branch is used for the GL transactions.  This causes warehouse transfers within a single company to post to the wrong ledger. The system should instead use the Branch defined on the destination Warehouse (INSite)

Hello all,i have a scenario where I would like to release my invoices automatically the very next day whenever they are created. How can I setup an automation for the same?Thanks in advance.

There is a customized field named "New Discount Code" in the Details section of the invoice. There is a requirement to get the summation of this new "New Discount Code" discount amount with the Discount amount in the Discount tab to the Invoice report. Please check the attachments. Can I know if is it possible?Discounts in details sectionDiscounts in discounts tabI have tried some ways by creating a sub-report. But the expected outcome was not coming. I joined the two tables as follows. Please check the below attachment.Table Joining in report designerAnd grouped by the [ARInvoiceDiscountDetail.DiscountID]. The output of the sub report as follows.Sub report outputLeft side of the report shows the discounts in the details section and right side shows the discounts in the discounts tab. But the discount named “SPRING” is missing in the above report. So can I know if is there another way to get the summation of these discounts into the report discount code vise separately?

Hello all,Can anyone confirm me if the listed documents are the correct ones that get affected whenever a Purchase order is created & released specifically for Inventory Items.Purchase OrderPurchase ReceiptInventory ReceiptAP BillAP PaymentAre there any other documents, relating to Inventory Items getting affected?Thanks in advance.

Hi, In timecard Approval we use Task Approver if it exist, if not we use Project Owner.Is it possible to do this for Purchase order and AP bills? I can reach task approver(((Transactions.TaskID.ApproverID))) in Rules Actions but I cannot reach it in Condition (E.G: If no task approver then use Project Owner)?Thanks!