Solved

Can we extend or increase character lenght of the Account Email in the Customers screen?I have checked and i can not find in the customization.

Hello,I found this discussion post: In which it says you can select a template for sending an Email.   I have tried this in our Sandbox environment and noticed that it doesn’t pick up the dynamically inserted fields or links we’ve created in the template, NOR does it pick up the addressee.Here is the template: Now, when I open the a shipment and select this template, it populates the text but it does NOT bring in ANY of the dynamic data fields that I have underlined: Are we doing something wrong?Cheers,​​​​​​​k2

As a number of posts have indicated, the system does not prevent timesheets from being released into closed periods. This is a big problem for many service business clients as they are frequently having to release timesheets that were entered late by the employee.  It results in changes to the balances and reports in periods that are closed and this is a nightmare for accountants who discover that their bottom line figures have changed in opening balances.  It breaks one of the fundamental controls of an accounting system. The “Custom Week” settings have an “Active” status but there appears to be no way to change the status to inactive. Thanks 

I'm exploring alternative methods for calculating revenue projections for construction projects.Currently, we rely on a straightforward method using GI that looks at the end dates on all revenue tasks, the sum of the tasks ending in a specific period serves as our revenue projection. It's a simple and effective approach.Why I’m looking for something different; Project management programs that integrate with ACU are limited, and not all of them integrate with project tasks. It's worth mentioning that we currently use SmartSheet to manage project task dates. While this integrates with ACU, it's proving to be less scalable due to inadequate support. If I can find a different means of calculating our revenue projection, then I’m not restricted to the limited PM tools available. Please provide suggestions and insights regarding alternative methods or tools that might enhance our revenue projection processes. Your input would be greatly appreciated.

When customers make payment in CASH, is there a process in acumatica where we can instantly record and print the receipt on the spot before it makes it to the bank account?  Sometime receptionist receives the cash and when it comes to the accounting department, there is count mistake, or customer claims they paid different amounts. Thank you, Shankar  

Where is the AR Statement Form located?  I need to modify it and add a logo and it is not available to select.  The Dunning Letter is available but not the statement form.  Is it hidden? 

Hello! I'm having an issue with my workflow (FS300200). What I want to add is another button to pause the appointment. I added an action with the same field as the pauseAppointement. Then added a new workflow that inherit from the default workflow page and added a transition in “In process” to change state to Paused. The field to update are the same as Pause.Only difference between the 2 actions is that i call a Dialog Box when the button is click. I have 2 behaviors from this :    1- If i active the action in “In process > Action” the button will never show event with or without duplicate on toolbar or a true to his visible properties.   2- If i remove active from action in “In process > Action” the button shows, and do everything that i want but the change of state. What i want is that my button is show on the page and after i finish with the dialog box the state change to pause.Anyone have an idea on how to fix this?Thanks,

Using V2023R2 trying to retrieve quantities from INSiteStatus in a processing program.Error: Error is on the .Select line that is in red in the code shown below:using System;using System.Collections;using System.Collections.Generic;using System.Data;using System.Data.SqlClient;using System.Linq;using System.Diagnostics;using PX.Data;using PX.Objects;using PX.Data.BQL.Fluent;using PX.Data.BQL;using PX.Data.ReferentialIntegrity.Attributes;using static PX.Api.SYMapping;using MCB_Custom.MspData;using PX.Objects.IN;using PX.Objects.SO;namespace MCBCustom{    public class FixMSPDataAlloc : PXGraph<FixMSPDataAlloc>    {        public PXCancel<MSPDataResult> Cancel;        public PXProcessing<MSPDataResult> ResultView;        public FixMSPDataAlloc()        {            ResultView.SetProcessDelegate(ProcessFixMSPDataAlloc);            ResultView.SetProcessCaption("");  // not used in this program            ResultView.SetProcessAllCaption("Process All");        }        publi

Hi, I am new to Acumatica and I need to generate a report that shows Last Year Total Sales by Customer. Where can I find this report or create this report?

I’m trying to create a GI that would look like the following:Item                                        Beginning Balance               Transaction Qty       Running Balance12345                                                  10.00                                                                10.00                                                                                                        20.00                     30.00                                                                                                         -5.00                     25.00                                                                                                         10.00                    35.00                                                                                                        -15.00                    20.00 23456                                                   20.00                                                                20.00                         

does anyone have tips or tricks for managing the display of parameters on a GI?how can I get then spread across the top instead of stacked?I can see the sizes makes a difference for  this but what is column span ?   

Our organization is working toward use of the Vertex tax integration with Acumatica.  In review of the documentation, it states the need to create a tax agency vendor specific to/for Vertex.  We are trying to understand the specific use of that vendor account.  Is it just for the integration, or will all taxes be paid to that Vertex vendor?Currently, we have multiple accounts with state and local entities as we file and pay taxes.  We just need to understand if this single agency vendor will then replace those individual accounts, or if the Vertex vendor is just used for the interface.

Can you only manually set the pending costs on purchased stocked items that are using standard costs?Isn’t there some utility that looks at PO history and calculates a new potential standard cost? 

Hi, There is a possibility to restrict warehouses for the users configuring Row-level security. But moving further is there’s an option to restrict warehouse locations for customers?Kind attention is highly appreciated. Regards Amanda 

Looking for some guidance on how you guys create change orders inside of Acumatica? For my state contracts, I have to itemize out certain things for example:  I can’t just put:  Labor 100 hoursI have to put: Operator 50 hours Laborer 50 hours With this said, Acumatica does not “like” or “allow” you to create multiple line items for the same account group and cost code so how can I create an intemized change order if I can’t do this? Help! @CJohnson15 tagging you here so you can see the responses :) 

When I need to add/revise a line of a PO, I get an error.  It’s been happening when I try to enter an AP bill as well.  I’ve looked at the vendor profile and viewed the account, made a small change then saved.   Then changed the vendor in the PO, saved, and changed it back, but I cannot save the PO and the error continues to appear.   Anyone know how I can correct this?    

Does anyone have a document that descibes the manual setup and process for the following:Buying Items with a Credit Card Paying the Credit Card when Due

upgrade to 2020R2 

When I select the context help on the Customer Status field on the Customer form (AR303000) the information that comes up is related to the Customer ID field. I need to review what each customer status option is used for to determine how to best use them in the client’s workflow.  Currently on SaaS release 23.201.0092

Hi All,I have noticed that there are inconsistencies between the figures returned by a budget node and those present in the sub-node. I am looking for an explanation of the root cause of this inconsistency and would like to explore possible solutions and best practices to rectify it.For example, the sub-node amount and distributed amount is 352,962.60 while the node amount is 352,962.60 and the distributed amount is 705,925.20.I would appreciate your insights on how to effectively troubleshoot this issue.Thank you.

where can I download acumatica 2020R2 build version 20.200….

HI All,I would like to set the system automatically Update IN Shipment when that Shipment meet some specific condition.With version 23R1 we cant apply Auto-Run with Condition directly on the system Action (UpdateIN)Therefore I create a new workflow Action UpdateINSHCreate a new condition. Result: apply for all Shipment type Transfer and apply for Shipment type Shipment has Customer Order Nbr starts with “RQ”Create a transitions for the action has been created aboveAdd Auto-Run condition to new Action UpdateINSH Expected Result: all shipments meet the above condition will automatically Update IN after confirmedHowever, it doesn't work. Do anyone have idea on this? 

Hello All,I have been trying to add a calculation for the following scenario,I have the Total Sales (25000) & Probability (75%) (an attribute). I would like to multiply the values of both the fields and display in the GI  Both these values are from the Project Quotes screen.So I want to display the result as 25000*75% = 18750

We have a request to add the Inventory Id to the Journal Transactions by Period report?  Would this be possible?  It is not a traditional GI, so I am not quite sure where to begin. 

Hi Acumatica Community,When I created a return document for particular purchase receipts.Then, the purchase receipt is available on creating bills and adjustment > add PO receipts.Is there a way not to show the purchase receipt ref. nbr if this doc has a corresponding return.Thank you!