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Hi AllI have an invoice which contains several Sales Orders. Also, That invoice has the same shipment name. But If I look in to the Invoice lines, it is not lined up according to the Line Nbr. Instead it considers order line number of the sales order lines and lines of the invoice has been lined up accordingly. I want to invoice lines line up to be same as shipment line order. Is there a way to do that? Thanks

Dear Team,I want to create a new Custom field of type DateTime that can input Date and Hours/Minutes.  Please help me the solution ! Best Regards,NNT

Is there a way that I can block or disable the changing of the financial period by all users. At the moment you select the date and the period automatically populate but it still allows the user to change the period. It has a warning, but we would like an error like when a period is closed or inactive. We have found some users change the financial period even if they should not. This causes a lot of issues when it comes to reporting. 

Is there a way to navigate from a field on a printed report to another printed form? For example, we have the AR Aged Period Sensitive report and would like to be able to click on the reference number of a document which then would open up the printed invoice. Currently, the invoice screen is displayed when clicking on the reference number, and then one still needs to print the form from this screen. Is it possible to navigate directly to the printed AR641000 form, skipping the invoice screen?Many thanks. 

Dear Team,Let's say the report has multiple pages. How to display only the first page when pressing “RUN REPORT”?  Best Regards,NNT

I want to disable all of these actions for my custom grid on a particular status of my parent document. How it can be done please advice Thanks

Hello,I am creating my first subreport and have a very basic question.  My subreport works.  I have no selection criteria or parameters.  It just spits out all the data in the table.  Only a few records in it.However, I want the subreport to only show records relevent to the main report when I place it on there.Specifically, this is to print relevant discounts in ARInvoiceDiscountDetail when printing an invoice.So I assume I have to create a parameter on my subreport, and pass the invoice ID to it from the main report so I only get the discount records associated with the invoice being printed.Like I said, this is my first one using the reporting tool, so I’d appreciate it if someone could provide detailed instructions on this?  I have viewed videos etc and they seem to skip over this basic linkage.Thanks!

One of our companies is now becoming a branch of another one of our companies. Is there an easy way to do this? Thanks in advance!

One of our clients has changed internet providers.  The new company has asked us:“We will need the public IP of the site where the Accountig software is.  We will have to create a connector to accept connections from that IP.”The original internet provider set things up fine and never asked for this.Where do we get this?Thanks.

Is there a standard report that would allow me to see all Purchase Orders that have been linked to a particular project number? 

We have an issue where non-stock kits put on Batch worksheet/picklists will not let a picker stage the pick to a “Sorting” location.  I get an error saying “The given key was not present in the dictionary.” There is no issue if the kits are put on Wave worksheets/picklists.  I have tried to allow production/assembly in our picking and sorting locations and toggling requires shipment on the kit.  Is there anything else I can try to allow the non-stock kits to be batch picked? My warehouse likes to pick all of the single line orders first on batches instead of waves.  

Under Sales Order Preferences>Sales Profitability Settings there is the option “Cost Calculation Basis for Non-Stock Kits” which we have set to ‘Non-Stock Kit Standard Cost Plus Stock Component Cost’   The documentation seems really clear about it’s functionality:Cost Calculation Basis for Non-Stock Kits The cost the system should use for non-stock kits in sales profitability reports. Select one of the following options: Stock Component Cost: The system uses the sum of the costs of the kit’s stock components. Non-Stock Kit Standard Cost: The system uses the standard current cost of the non-stock kit. Non-Stock Kit Standard Cost Plus Stock Component Cost: The system calculates the sum of the standard current cost of a non-stock kit and the costs of the stock components of this kit.   The costs of stock components of a non-stock kit are updated on release of the inventory issue generated for the Sales Orders invoice with this non-stock kit. For more information, see I

For some reason, I am required to pass the AttributeID when updating the value for a StockItem attribute. I’m using this URL:https://site.com/entity/Default/22.200.001/StockItem For example, when I want to update “Color”, I have to pass this in the JSON body    "Attributes": [        {            "AttributeID": {                "value": "A372"            },            "Value": {                "value": "Black"            }        }    ],Instead of finding all the IDs, I want to be able to just pass this:    "Attributes": [        {            "Attribute": {                "value": "Color"            },            "Value": {                "value": "Black"            }        }    ],Does anyone know how to do this?

Has anyone found a way to allow customers to schedule their own service tickets (or request for work) inside of Acumatica? I know they can create CRM cases and those cases can be used to create appointments. My client is specifically looking for a way to allow customers to select a day and a time for a technician to perform work. Those days/times are based upon open availability of technicians. 

The Requests and Requisitions forms do not have a project and task column in the detail grid. How do I create a request or requisition that’s for a specific project and task such that, when the purchase requisition is converted into a PO, the project and task values are automatically included on the PO?Thanks!

Good Morning All,   How can i run a report on materials (excel) for Inactive, No Purchase, Marked for Deletion and No vendor materials.  I am new to this platform still, please intricate detail instructions.  Thank you. 

Hi @everyone,Can't receive transfer order. It shows in-transit, but when I go to the receipt page it doesn't find the TO number. We need 100% of units received. I started to create a receipt for this TO, and then aborted to confirm something. Now the TO can't be found from the receipt screen, so I imagine I screwed it up when I aborted.  

I added a custom field to the Bills and Adjustments screen Details grid.The users want to be able to lookup the project id by filtering on the Task ID.  They KNOW the task ID, but they don’t know the Project and the Project lookup only lists the projects.My custom lookup pulls from the PMTasks table and is joined to the PMProjects DAC. My lookup allows you to filter on the Task ID.When you select the first line shown in the print screen, it should be returning Task ID 1652.In the code, it is returning 1584 no matter which item is selected in the grid.This is the DAC Extension showing my Selector.  Is there something wrong with it?  the Grid shows the TaskID so I can see it is unique.  I don’t plan to show the integer, but I am showing it for debugging purposes, . public sealed class APTranExt : PXCacheExtension<PX.Objects.AP.APTran> { #region UsrProjectTaskID [PXUIField(DisplayName = "Lookup Project Task")] [PXSelector( typeof(Search2<PMTask.taskID, InnerJoin<PMPro

I’ve updated the “Item Lookup” graph to add a new field called ‘Abv’. In Acumatica I can enter a warehouse and product, my custom Abv field appears and contains data. I want to get this field onto the Mobile App. I check the service definition for this page and I can see that my Abv field is present within the “Item” type, along with the other fields.  I’ve updated the mobile layout with the following code, and published. When I check the results on the phone app I get the following error.If I remove my abv field from the layout, the app works fine, and the purchase unit and sales unit both appear. So my abv field is the problem, but I don’t know what to try next. Can anyone assist? 

I am working on creating a dashboard chart to show top 10 customers we billed this year vs. last year. The underlying GI is simply using the ARInvoice table to pull out all invoices with positive number and credit memos with negative numbers without grouping. I then added a new column using the Year () formula with DocDate to get the Year field. However, when I put the “year” as series, I got error. Can someone help me with it?I also tried to link the ARInvoice table with MasterFinPeriod table to use FinYear field, but I got the same error for the dashboard chart.

Hi, I have schedule to email customer statement. My automation schedule has been run, but the emails have not been triggered.  What will be the reason ?? Please help me to resolve thisThanks

I have a custom screen with some fields in a column. I need to add fields from another view into the same column so I added a Form control. However, once I’ve done so, the alignment of the Form seems to be offset to the left.Rendered outputCurrent setup in the screen designerWhat setting/property am I missing?

We are preparing our system for go live and would like to upload some sales figures from this year into the Generate Forecasts form to predict next years (2024) demand. I have extracted the figures from our current system and am preparing an upload into the screen below. The upload will be a list of items c/w begin and end dates and quantities. My question is; do I enter the begin and end dates for each month as historical (e.g. between 01/05/23 & 31/05/23 we sold 35 of a particular item) or predicted (e.g. between 01/05/24 & 31/05/24 we think we are going to sell 35 of a particular item based on last years’ sales)? 

Hi All,Need to know how to identify error lines( Exception included) in RowPersisting event.This is my sample screen. Thanks

Okay FRIENDS,So I have a client who has pinpointed a discrepancy between their GL and their bank rec.   In a prior period somehow a check ran through payables and paid off a bill but does not have a GL batch associated with the entry.   Not sure if this is data corruption or perhaps was accidently triggered using migration mode.  Anyways, long story short, my bank recs are good by my GL bank balance is overstated.   I need to post a GL entry to bring the GL balance back in line with the bank reconciliations.  How do I accomplish this without impacting the banking module.  Can we do this or do we need ACU support to assist? RoperMan !