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Hello everyone,Is there any way to have the fields show the % symbol after the number in a column in a GI?  

I am wondering if it’s possible to unlink Customer and Company. This customer is extended from a Company.The reason for this is we want to change Company type from not having branch to have branches.To be able to do this, the Company cannot have customer/supplier extended.I try to delete Customer however because it has transaction, this cannot be done hence I’m looking for an option to unlink.

Hello everyone,I’m asking if someone can help me with this issue. I have custom fields in the Contact tab, which stopped working for me after converting to Modern UI. This is my code, and I’m not sure what’s wrong. Thanks in advance  

Hello,We have just created a budget in Acumatica.Is there a way to :(1) Link the budget line item with the bill / cash purchase transaction(2) Automatically flag an invoice when it exceeds the budget for that vendor?  We are looking for various ways to instore controls to ensure that our actuals do not exceed the budget. 

I have a client who pays sales tax on Purchases.  Most of their costs flow into projects.  We cannot get the journal entry lines for the Taxes to honor the project default cost subaccount, so the tax GL lines always go to subaccount “00”.Is there a way to use a project allocation to create a new project transaction and journal entry that will credit the “00” subaccount in the original transaction, and debit the Project’s default cost subaccount?  That’s the only way that I can think to solve this problem out of the box.I have tried a few allocation rule setups and they all fail, so before I go any further I’d like to know if this is even possible.  Or maybe there is something I’m missing in another area.Thank you!John J

Hi all, any thoughts on if you could trigger a business event on demand?The event currently is set up to trigger by schedule. The source screen of the event is a generic inquiry. The subscriber of the event is import scenario. We are creating AP Bills through the import scenario on a schedule. Currently the business event is working, but we would like to explore the option to trigger this event on demand instead of on a schedule. I know two other options are to trigger by action and trigger by record change. To trigger by action, this would involve creating an action button on the generic inquiry. Any ideas how to make this happen? I tried by enabling mass actions on the GI but it did not work. To trigger by record change, I thought of using a check box field, where if the check box is selected, then run the business event. However, I would need an option to mass select the check box for all records, because when the event is triggered, it can’t be looking at just one record. There cou

Hello! Currently my coworkers and I are working out of different versions of Outlook. I am using the older version while he is using the new version. We both work out of Chrome. When I go to drag and attachment from outlook (old) and drop it in the files of a sales order, I can do that with no issue. However, when he tried to do it on his outlook (new), it will not allow him. The only way we are able to add an attachment for him is by saving the PDF to a folder then dragging it from there, which we are trying to move away from. Has anyone else experienced this? If so, did you find a solution? Thank you!

Hello all!We have an accounting employee that when running large jobs, gets kicked out of Acumatica. I know we can change the time out which we have to 30 minutes. We lowered it for security reasons. I didn’t see a way to change it per person so I assume that is not allowed. Is there a way to trick the system to stay logged in longer? Moving the mouse, etc.Thank You!

I’m working with a customer who is setting up a fairly lengthy configurator for their industrial product. He discovered that if he missed an option for one of the features, and then adds it in under the Features form, that it will not pull this new option into the selection set within the maintenance for his configuration. He ends up having to delete the feature, and then add it back in and recreate all the rules associated with that feature. I did see that you can export options and rules, then import them again when you recreate which should help the situation.Has anyone else noticed this, and is there any other way to update the feature without having to remove it from the configuration. I tried using the refresh tool and that didn’t appear to pull in the new option. Thanks in advance for any assistance or suggestions.

This seems to be an interesting function but we dont know what business case it would be helpful in.As it provides a string of all values it has limited value but there must be some reason why it was added.I would be interested to know if anyone has found a use for this.ThanksJames 

Hello, we are in 2024R1, can anyone please suggest the best way to hide this side panel. We are able to hide the actions inside the side panel but not the entire panel.   

Hello-The mission is to use business event to trigger an import scenario subscriber to create AP Bills. The business event will be triggered on a schedule, the source screen is a Generic Inquiry containing fields that is required for an AP Bill creation. The bill ref. nbr is auto generating. We want to create bills based on vendor ID. Meaning if each line record in the GI has the same vendor, then they should all be imported under the same vendor in the same bill. Currently, my business event is firing, and it is creating a bill. But it is creating one bill per each line on the generic inquiry. I want one bill per vendor. This is the import scenario, salesPersonID field on the GI is the field we want to use as vendor on AP Bill.  This is the Generic InquiryI’m open to any suggestions.Thanks! 

Hi,Have noticed that when it comes to shipping our manufactured items, the Shipment document will split one shipped item ID into multiple lines, which corresponds to one for each quantity we produced under Move/Labor under Manufacturing.I presume this is because an allocation is created for each Move/Labor document, as opposed to the gross produced quantity as a whole.Needless to say, this can get rather messy when shipping, if for example we manufacture 1 units per day for 60 days. When we ship the 60 units, we end up with a long Shipment document of 60 lines of the identical item with 1 qty each and a puzzled freight carrier.Is there any way of consolidating the Shipment document to present this as one shipment line based solely on the Inventory ID?Thanks in advance!

i have role Admin and have full access rights to report. Report have one parameter: Please help me. All report in system when i selected  is no data availible parameter. I think it's a permissions issue. But I also have administrator access and access control for report.

Hello Experts, How can we design a dashboard were open invoiced status whose payment is left and payment status which is completed, to be show in single column chart graph

Hi,  I’m trying to set up an approval map for orders based on the terms in the financial section of the SO. See attached image. However the orders don’t go into approval mode. It goes straight to open.   

Hi Acumatica TeamI have a FA that have been reversed on feb 2024, currently my client needs to Close 11-2025 period but he can’t, Acumatica show the following message:Not deprecated by the book in 11-2025 period:I did the tracking of the depreciation, and I verify that my client only calculates the depreciation of 11-2025 but without running the depreciation.I verify that Acumatica does not allow reversing the calculation.Is there a way to close the period in this scenario?Thanks you very much for your attention Karolina 

I’m trying to create an import scenario that will trigger the “Create Quote” button on the opportunity record.I’ve tried placing the dialoges in a few different spots and using opportunity summary for the <Dialog Answer>. No luck yet.Thanks for the help,Matt 

i have a scenario where a client (a sub not GC) has billed out a subcontract agreement in full but has noticed that throughout the life of the project they may get deductive change orders as progress on the project continues.  these deductive change orders are often pass through to their subs.  however, since the subcontract agreement has been billed in full, the system does not allow a deductive commitment change order to be created.the steps to rectify this would be to:create a debit memo in bills and adjustments and tie it to the subcontract agreement create the commitment change order with the deduct amountsit would be really nice if the system would automatically created the debit memo from the commitment change order (maybe a future idea?)does anyone handle this different? 

I am running into this problem, and I can’t seem to find a clear answer online anywhere. I am trying to set up an automation that will trigger a business event to send an email once a week to our customers. However, I can’t get the actual scheduled automation to trigger in order to even test that the business event and email are working the way I want them to. I’ll attach a couple screenshots of how the automation is set up:Details ScreenSchedule screenConditions and filter values are both blankEvents tabAutomation Schedule Statuses PageAnd here is the Schedule Statuses page which also shows my automation as not having the green checkmark next to it. Thank you in advance for any help and please let me know if there’s any additional information I can provide.

In the Process Order screen, I have added a custom StringList field to the grid. When I apply a filter on this field in the grid level, the filtering works only for the currently loaded page. If I navigate to the next page, the filter then applies only to those page records, not across all pages.Could you please suggest the correct approach to make the filter work across all pages/records? public delegate IEnumerable ordersDelegate(); [PXOverride] public virtual IEnumerable orders(ordersDelegate basemethod) { PXUIFieldAttribute.SetDisplayName<SOOrder.customerID>(Base.Caches[typeof(SOOrder)], Messages.CustomerID); SOOrderFilter filter = PXCache<SOOrderFilter>.CreateCopy(Base.Filter.Current); if (filter.Action == PXAutomationMenuAttribute.Undefined) yield break; if (_ActionChanged) Base.Orders.Cache.Clear(); PXSelectBase<SOOrder> cmd = GetSelectCommand(filter); AddCommonFilters(filter, cmd); int startRow = PXView.StartRow;

Hi everyone,We’re running into an issue with Amazon ASNs generated from Acumatica that is currently blocking Amazon shipments, and we’re looking for guidance or best practices.Scenario: We use Acumatica integrated with TrueCommerce for Amazon shipments. Transaction Manager is configured for Pick & Pack. However, ASNs generated from Acumatica are still coming through as ASNType = No Pack. When Transaction Manager expects Pick & Pack but receives a No Pack ASN, the import fails with “Import Format Not Found” (understandably, due to the ASN type mismatch).What we’ve observed: Shipments can be confirmed even if the Pack step is not fully completed. In some cases, a package row exists, but: No contents are assigned to the package, and/or No tracking number exists prior to shipment confirmation. When we attempt to use Auto Pack, we receive an error indicating that the shipment items are not represented in an Auto-Pack Template. Because packages (with contents + track

I have found the following Report Designer resources:Basic Help: https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=e15a22db-126f-40f7-a362-e02a4ea7e4ad Acumatica Open University S150: https://openuni.acumatica.com/courses/reporting/s150-reporting-report-designer/I can’t find documentation for things like:Behavior: CommonSettings: AlternativeEngine PrintAllPages ViewPdf MailSettings: ActivitySource ParentSource ProcessOrder ProcessUnbound RequestContext RequestParams ViewerFieldsMode Data: DataMember DataSource Is there more comprehensive documentation available somewhere? The amount of information available inside the program is very limited. 

Hi We have 9 warehouses and use average cost.  We want the same stock item to have the same average cost across all warehouses.  Unfortunately, this isn’t working for us, and each warehouse has its own average cost. This makes sales margin reporting a nightmare.  Our auditors are also questioning our inventory costing method.Can Acumatica do the same average cost for an item across all warehouses?  The help manual says “yes”,If the Average valuation method (also known as average moving cost) is assigned to the stock item, the unit cost will be calculated as the average weighted cost of all items at the warehouses—that is, the total costs of all quantities of the inventory items at the warehouses divided by the total quantity.but our support company says “no”. thanks

A number of ERPs have the option run weighted average costing at a Stock Item level. While Acumatica has an average cost on the price/cost tab of a stock item, cost of sales on invoicing and stock valuation uses Item Warehouse average cost or Location average cost (if costing at location level). Is there a solution to achieve Item level costing? I am considering running standard cost and using a business event triggered by IN Receipts to recalculate a stock level average cost; update the Pending cost ;and then use an import scenario to run the Update Standard cost process. What I need is a GI that does the right calculation. Unfortunately when standard cost is used the average cost stored on a stock item is the standard cost and the actual average cost is not recorded. If any one has tried and would share the GI, this would be appreciate.