Solved

When you create a new materials transaction within the Materials screen, you enter the production order and the operation.  When you get to the Inventory ID field, it allows you to select any inventory ID.  This is likely by design.  However, is there anyway to limit the Inventory ID selection to only materials already defined on the production order?

 Automation Schedules are not working for Emails Pending Processing Screen. I created a new one (Send Email (Calgary)) but it doesn’t work also. I have read some post here in the community that INITIALIZE SCHEDULER should be click. However, it is disabled on our end.  Need your inputs as I am doing the release of outgoing emails manually for now. We have also created a Acumatica support ticket but still no response receive. Thank you!

We are currently in version 2022 R2. Tax Category, Taxes Zone, and Taxes have all been set up.  We implemented in a Canadian branch, which is why we are adding a GST tax. However, the tax is not generating on POs and APs.  I have found a post, but our situation is the opposite. @Laura02  helped me out a lot to check and she was unable to get tax to appear on a PO in 2022 R2, which is the same version we are using at the moment. Purchase orders getting issued with tax - despite vendor being Tax Exempt Could this be a version issue? The PO and Bills and Adjustments are not generating a tax? Is there anyone else experiencing the same problem. 

I may face the Automation schedule issue…When I went to the Automation Schedule Statuses, I found this error: 

Hi everyone,The description of an invoice created from a service contract is setup up like :[Billing type] Contract : [Service contract ID] [Service contract description]Is it possible to manage this default value to define another description?Thx

when I adjusted quantity + , the adjust value go to received not adjusted columnwhen I adjusted quantity - , the adjust value got to issued not adjusted column

Hi Team,In an email notification sent to a particular user when a Vendor Record is changed.  The email would alert the user that a Vendor Record had changed, and would include a link to the Audit History for that Vendor.  Regards,Sagar

Hello everyone,I want to add a custom field to selector AdjdRefNbr on screen Check and Payment (AP302000) I use following code PXCustomizeSelectorColumns to add new field (usrInvoiceText) to selector, it works for 22R2 but doesn’t work for 23R1public class AP_APAdjust_ExistingColumn : PXCacheExtension<APAdjust>{ #region AdjdRefNbr [PXMergeAttributes(Method = MergeMethod.Replace)] [PXCustomizeSelectorColumns( typeof(APAdjust.APInvoice.refNbr), typeof(APRegisterExt.usrInvoiceText), typeof(APAdjust.APInvoice.docDate), typeof(APAdjust.APInvoice.finPeriodID), typeof(APRegister.vendorLocationID), typeof(Standalone.APRegister.curyID), typeof(APRegister.curyOrigDocAmt), typeof(APRegister.curyDocBal), typeof(Standalone.APRegister.status), typeof(APAdjust.APInvoice.dueDate), typeof(APAdjust.APInvoice.invoiceNbr), typeof(Standalone.APRegister.docDesc), typeof(APInvoice.dueDate))] public

Hi Everyone,I am trying to run a recurring transaction batch in AR but I am experiencing an error. I have it set to run on the 27th day of each month (today) but it will not run until the 29th. Notice “GL Error: The next generation date for this task is greater than the current business date.” I realize I could change the business date to the 29th but I would like all the invoices to date on the 27th. Is there something I am doing wrong here?  Thanks

Does anybody know how to update an existing time activity using business event/import scenario? I am trying to update time activities with the correct project task and cost code combination when techs enter time incorrectly. It’s like an “auto-correct” feature…. The GI I have brings in the incorrect time entries, the business event triggers on record insertion, and the import scenario is supposed to replace the project task and cost code with the correct coding. The two challenges I see are:Perhaps I need to place the activity on “hold” first so the project task and cost code are editable fields. You can see in the import scenario that I tried placing on hold, saving, then editing the fields and saving again. How do I link the records in the GI with the proper time activity? I’m trying to do this using the RefNoteID. It seems as if that’s the only way to link them so the correct entry is updated through the import scenario.   The XML of the GI and import scenario are both attached. I a

Acumatica is creating a zero adjustment transaction for for cycle counts with no lines adjusted for inaccuracy.  How can I eliminate this adjustment from occurring?

Looking at working on integrations with our shipping broker, and we are investigating how to pass along dimensions for items we ship through them regularly.  I know where is box dimensions that can be captured, but I believe those only come into play during a shipment.  We are trying to store these at the stock item, so that when we create a new stock item that we want our broker’s system to know about, that data is readily available to pull.Does anyone have any best practices?  We are currently looking at either adding the information as attributes, or adding customs fields to the packaging tab on the stock item record.

What are people’s favorite methods to organize test cases? Is there any Acumatica-specific way to organize test cases?I would like to ensure users fully test new reports, processes, or preference settings before going live with changes.Do you use a Word doc or Excel sheet? Is there a software system that works well?

Does anyone know if there is an equivalent function in the report designer to the @Me function in generic inquiries?  I need to restrict salespeople/ users so they only see their sales information.   thanks !

anyone else having issue with portal and getting to support ?

Hi, Kindly help on the following concerns. Salesforce integration function is available only with the Acumatica CRM ?Salesforce Integration can be added seperately to the license?How to add salesforce integration to the licenese? Thanks Prasad

hello all,I would like to know how we can generate deferred revenues for contracts and then generate AR invoices for those deferred revenues. 

Hello all,i have been trying to Auto-match the transactions in order to create the payments, but the instance triggers the following error message:I tried to check out the same process of auto-matching process in Sales Demo but it is working fine.What is it that the system is generating this error?The trace error:at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at PX.Objects.CA.CABankMatchingProcess.CABankTranDetail_AccountID_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e) at PX.Data.PXCache.OnFieldDefaulting(String name, Object row, Object& newValue) at PX.Data.PXView.PrepareParametersInternal(Object[] currents, Object[] parameters, IBqlParameter[] selpars) at PX.Data.PXView.Select(Object[] currents, Object[] parameters, Object[] searches, String[] sortcolumns, Boolean[] descendings, PXFilterRow[] filters, Int32& startRow, Int32 maximumRows, Int32& totalRows) at PX.Data.PXView.SelectMultiBound(

I am trying to make some changes to the TimeCardMaint screen. My goal is to join and load both the PMTimeActivity and CRActivity in one projection while being able to persist both.However when I hit save PMTimeActivity is persisted while CRActivity is not, I get no errors so I am confused as what to do next. Can you please advise. Attached is the projection EPTimecardDetail and below is the view in the DAC.       [PXViewName("Time Card Detail")]        public PXSelect<EPTimecardDetail,            Where<PMTimeActivity.trackTime, Equal<True>>,            OrderBy<Desc<EPTimecardDetail.date>>> Activities; Also I have reviewed Understanding Acumatica's PXProjection Attribute | Acumatica Cloud ERP several times.

I have a strange problem. Due to a conflict (I guess) with a 3rd party vendor, my customer sometimes experiences very odd behavior. What happens is when they create an appointment from a service order, and save the appointment, it changes the UnitPrice on the Sales Order Detail.I know that sounds weird… but, in example:If line 3 of the sales order detail has a unitPrice of $20, and they add an appointment, its detail line 3 also shows a UnitPrice of $20. But when they save the appointment, the service order line 3 now has a price of $34.95. It doesn’t always happen. When it happens the price is not always the same amount. It’s not always the same inventory item. But it happens enough to be a problem.Fortunately, we have a data set that, when following the same steps, will show the same problem every time. So I have to run it, roll it back, run it again, etc. Long process to debug, but at least it is repeatable.That is why I know it has something to do with a conflict elsewhere. I can p

Hello,Is it possible to map action Create Shipment (including Smart Panel) with Mobile version 23R1?I want to be able to run this process in Mobileand display the Dialog as it is in Web version I expose action createShipmentIssue to mobile but it doesn’t work

The user has created a sales order and allocated a certain quantity. Now, they have created another transfer order (similar to the functionality for shipment creation like the sales order) and require a quantity allocation. However, since there is no quantity available, they need to check the transaction summary and find the allocated sales order to deallocate it and process the transfer order.During this process, the user would like an automated option where they expect the system to automatically deallocate the quantity and allow the user to allocate it for the required sales order when there is no quantity available.If the warehouse contains sufficient quantity, there are no issues. Any suggestions

Hi all,So I noticed that when creating a PO with multiple line items with the same inventory ID, when the PO is printed the system sums all of the lines together and only prints out one line item with the aggregated total qty. Our hope was to create a PO with multiple lines that correspond to requested on dates which you can change on the line level. We are trying to avoid having to cut a PO for each day and just have one PO with the different requested on dates at the line level. Wanted your thoughts on if this is possible. Thanks,

Does the new MO (Mixed Order) Order Type no create an IN Issue/Receipt? Tested this out today for a mixed return/invoice and did not see any IN Issue/Receipt on the item history.There is an Inventory Reference Nbr transaction in the MO order under shipments tab.It appears like it would have create the IN Issue/Receipt, but I do not see it in the items’ transaction history. I must be missing something - this type of order definitely needs to create inventory transactions

Hi,A business event was set up based on the generic inquiry to be triggered each time a prepayment request has been approved by the Procurement manager. it was working fine until recently when it stopped, I checked the business event history, none was processed and no failed ones. Has anyone else run into a similar issue?