Solved

Hello Community,I have created a new GI and have a question on it.  It is pulling information how I wanted, but then noticed that it is missing information.  This is a copy of the Account Details report, but I added the Reason Code column.This is the report results:For the Reason Code column, the SCRAP result should continue down the report as it is all the same record.I have tried different relationship set ups, but the SCRAP is not coming through for the rest of the items.These are the relationships that I currently have set up:GLTranR left join to INTranGLTranR left join to GLTranGLTran left join to BatchAny ideas/feedback is welcome!Thank you,Trisha

Hi There,I’m looking for AP retainage report shows open retainage invoices as of historical cut off day. Ie.  Open retainage invoice as of Oct 31 2023. Thank you. 

I would like to pull a Purchase Receipt line for an item and know what the avg cost was at that time (so I can see the change in avg cost over time). What table has this info and how do I get there from the POReceiptLine table?Version: 22.210.0020  Thank you!

Good morning,We would possibly like to add some intermediate steps/transitions to those "out of the box" of the workflow of the Appointment FS300200 form(For the moment I was using attributes, but we are starting to reach the end of what the attribute can do ).Having never played with workflows, I listened to several tutorials and did some reading. Before to jump I have somes questions :Do you have any pros and cons for editing workflows? Should I avoid getting into workflows? Do you have any Do’s and Don’t’s do for workflows customization? Considering that I am adding intermediate steps, am I correct in thinking that this will not have an impact on "closely related" workflows such as the "Service Order"? Something that escapes me, can we assign a workflow for a service order type? If yes, how?THANKS! 😎

Hi There,I accidently uploaded opening prepayment to a wrong company under migration mode. I tried to void the wrong prepayment item by voiding the payment. However, It was voided under wrong date. So I have the open prepayment item sitting in my open AR aging report. Could you advice I can I delete the wrong open prepayment from the system? Thank you.  

Our client bases the Service Contract on number of visits.  Sometimes they cannot be complete in the period that was covered.  Is it possible to set up Service Contracts based on the number of visits?

Hi Community,I am trying to add One Line item in Appointment Details tab having Line type as "Non-Stock Item" through Acumatica.RESTApi using PutEntityAync from C#. But when I try to insert any value for ActualQty field I am getting an error as "exceptionMessage": "An error occurred during processing of the field Qty: Specified cast is not valid.." But the datatype of that field is decimal and I am trying to insert same as Decimal.If I keep ActualQty as Null then the remaining fields are inserting as expected.And while updating any Non-Stock Item if I give ActualQty any input then I am getting same error.Here if I keep ActualQty as Null then I am getting "exceptionMessage": "Nullable object must have a value". But If I remove ActualQty filed from the request, then the update is working fine.Remaining Decimal type fields are updating but facing this issue with ActualQty.Also while adding a new line in details, I’m unable to insert AcutalQty thorugh Postman or API PUT call.If I pass Actu

The display of “actual amount” is confusing to my PM’s when they’re billing. I’d like to change the name of the header to say total completed and stored to date. How can I go about doing that?   

Hello All,I have been trying to add the report logo in a sample report. i took the reference of the already created reports in Sales Demo, but my report doesn’t print the logo.    

We do customizations in Purchase order screen that is published in system. We want that too publish in Mobile app. How to do that? Can anyone help me to solve this issue?

Dear all,Currently, when view dashboard, to know the value of each column/pea, I must hover over to that column/pea. So How to show data label (value) of each column/pea of each chart when view dashboard as the bellow picturesThank you so much!  

I create setup screen. I don’t see next navigation link to screen I want to see “ Next step navigation link to setup page”. 

How can I display the latest bill number for a particular vendor record in vendor GI?How can I display the total number of payments for the vendors for a particular year in vendor GI?And how can I display the sum of the spend made to the vendors in a particular year in vendor GI? Thanks in advance.

Are you able to set up push notifications on failed/errors during Import Scenarios? We are looking to automatically import BOMs through an import scenario but need a way of identifying and tracking errors that occur. 

Hi,I am looking at the “Bills and Adjustments” transaction summary under section “Payable”. There is a column call “Project” but not information show in it, even though the project data have been entered for each bills. Could I ask a way to show the project information in the summary? Thank you. Regards,Raymond

We may have 150 to 300 employees every month in construction.  On site workers may be on a project for 2 weeks or 6 months.  They may be off for 3 months or take vacations etc.Time Cards in Acumatica (I made an import scenario from their excel timesheets) forces every entry to the next week regardless of the week that is attempted to be entered.Does anyone know a way to ‘miss weeks’?  It’s ridiculous to track a large amount of people that may not have worked for 1 or 12 weeks and when they return we have to enter a pile of zero time cards to fill the blanks.

When trying to create Receipt Purchase Order, our PM created several receipts in error. What is the best way to solve this error. I have the screenshot below. Currently we have 5 receipts that need to be fixed so that the purchase order can be properly closed. Thank you for help in advance.  

I created a button on the customer page called last transaction. it takes you to the customer last trans page and filters for that customers record. the last trans. now, on that last transaction record, there’s a reference number that if you click on it,you are taken to that transactions invoice. I want to make a button on the customer page that goes straight to the customer’s last trans invoice. so far, the invoice button just goes to the invoice page and pulls up a blank invoice. how can i go about this? the invoice button should basically do what pressing on the reference number on the Customer Last Trans page does. 

Hello all,I have been wondering if it is possible to add an attribute column in the Inventory ID lookup dialogue box. So i would like to display the attribute values and be able to search the inventory ID if I search for the value of that attribute. So if multiple attribute values are there for the Inventory items, then it should display all the values of the attributes in one line but the user upon search any one of those values the search result should show up that particular inventory item in this lookup box. Thanks in advance.

We have a dashboard that is used to communicate daily tasks and information to our warehouse operations teammates.  We would like to add a widget to the dashboard that would allow our Operations Director to type notes into Acumatica that can display on a widget on this dashboard.  What is the best way to accomplish this goal?  We are running 23 R1.  Thank you.

Hello,       Can I have more materials or guide on the mechanism of publishing/unpublishing of customization projects in multiple tenants environment?       Sometimes, I did get confused.       Sometimes, I published a project in tenant A, it does effect on tenant B, even if I did not publish in tenant b and I did not choose publish to multiple tenants selection.       Sometimes, I have to choose the publish to multiple tenants selection or the publishing won’t work on other tenants.          Can I know more about the inside mechanism .

Hi, We are working on developing a new project still on evaluating which tools we are going to use for frontend and backend etc. my question is:Can we use Acumatica tool or framework to help us speed up our development instead of using .Net Core, and React or angular as frontend?  Thanks

Hello, We’ve recently activated an additional processing node in our instance, but every generic inquiry I try to run shows this error if the results have more than 1000 records. I tried running the same GI’s in the original node, and they work just fine.The biggest reason we wanted to have this additional node was for running larger reports/GI’s and being able to export them without taking processing power away from the rest of the work. Any ideas why this is happening?   

Hi, I’m trying to do a PNL report with actual vs budget with variance amt and % columns. I have set the formula in the column set like this: However, the result doesn’t seem to be consistent. Like this highlighted value: The result doesn’t seem to match with the formula I have set. In fact, I’m confused about how it arrived at that amount. But the one in the 3rd row is correct. There seems to be inconsistency. Does anybody knows about this?

hello all,I would like to know if there’s any report or GI in acumatica that would display the failed login attempts by users. I tried but didn’t find any. If its not there how can build up a GI for the same? Thanks in advance.