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We upgraded to 23R1 and our tax override code described in this old post stopped working.  We also tried extending the web service endpoint and included the new field "DisableAutomaticTaxCalculation" in 23R1 and this did not help either.Here is what the sample json: { "OrderType": { "value": "SO" }, "CustomerID": { "value": "AMAZONG" }, "Description": { "value": "Amazon Order" }, "Details": [ { "InventoryID": { "value": "ITEM1" }, "OrderQty": { "value": 1.0 }, "UOM": { "value": "EA" }, "UnitPrice": { "value": 9.99 } } ], "TaxDetails": [ { "TaxID": { "value": "MANUAL" }, "TaxableAmount": { "value": 9.99 }, "TaxAmount": { "value": 1.00 } } ], "TaxTotal": { "value": 1.00 }, "FinancialSettings": { "OverrideTaxZone": { "value": true }, "CustomerTaxZone": { "value": "MANUAL" }, "DisableAutomaticTaxCalculation": {

Hi Acumatica Forum -  First - I’ll call out that I’m new here. If I am posting in the wrong place (or posting something obvious), please let me know.  Now, getting to business. I’m trying to use acumatica to do some pricing calculations and updates automatically. I’m finding it to be quite limiting. I’m curious how other retail locations use acumatica and how they update prices.  Specific things I’m trying to do: Rounding - I’m trying to implement basic rounding rules (i.e., all prices need to end in $X.99) Pricing Overrides - setting up prices that aren’t automatically repriced  Pricing Experiments - setting up a control and treatment group (at the item level) to see how much customers respond to select price decreases (by shifting purchasing).  Pricing alarms - for example, sending an email if we sell an item below cost. At this point, we’re doing pricing through downloaded spreadsheets. But there is no way that will be sustainable in the long-term.  Thanks!David   

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Hello everyone,I extended  an endpoint for point of sale, I am able to fetch the data that I need very well from postmansee below. However, when I try to update any detail , I get the following error,see below how I’m trying to update line description to “TEST” I get the above/following error{ "message": "An error has occurred.", "exceptionMessage": "Unable to cast object of type 'PX.Data.PXResult`2[IGFS.DAC.IGFSQuickOrder,PX.Objects.AR.Customer]' to type 'IGFS.DAC.IGFSQuickOrder'.", "exceptionType": "System.InvalidCastException", "stackTrace": " at PX.Data.Events.FieldSelecting`2.get_Row()\r\n at IGFS.GraphExtensions.IGFSCreatePaymentExt._(FieldSelecting`2 e)\r\n at PX.Data.PXFieldSelecting.Invoke(PXCache sender, PXFieldSelectingEventArgs args)\r\n at PX.Data.PXCache.OnFieldSelecting(String name, Object row, Object& returnValue, Boolean forceState, Boolean externalCall)\r\n at PX.Data.PXCache.RaiseFieldSelecting(String name, Object row, Object& returnValu

 I have a question about controlling in manufacturing. Do you know if and how a cost allocation / distribution to an order can be done. Our customer determines overheads based on statistical value when creating a production order. But these are theoretical costs and a kind of pre-calculation.Is it possible to assign actual costs after post-calculation/ after completed Production Order ? Thank you in advance. 

Hello All, I have a customization that programmatically downloads the attachments to a local folder “C:\Temp”. It works fine on my local environment but when I publish it to the cloud it doesn’t download to the expected path. In fact, it shows the process is completed successfully but I guess it uses the server’s local path instead of the user’s local machine. Any idea how I can fix this?

Hi, I am trying to combine/group certain work centers into 1 data group for a bar graph widget on a dashboard.  We used the Work Center Dispatch GI and need all the work centers pulled but in the dashboard view I want to group work centers together so for example all of the Harness work centers (rework, harness test, etc) all group together as 1 bar on the graph.    I tried Conditions in the GI but am limited there.   Any help is greatly appreciated! 

Hi Team, I would like that when I add a document to the FILES section on the Project screen, the document should be displayed in descending order based on its 'LAST DATE.' If there any way to do this? Regards,Sagar

I am implementing FS for a client and wondering how can we utilize the Resource Equipment functionality. I have a few easy questions for the community:What is the Resource Eq used for today? Is there a functionality to create a Resource EQ record from the PO Receipt?  How do I schedule a resource EQ for a service order/ appointment? Where do I link/reserve a resource EQ for an appointment? Appreciate any insights. Thanks!

Hi AllMay i know when we do receiving the inventory in system, can we change the date same as supplier invoice date?Example: Supplier invoice date  30 July 2023  , When we received the goods , the date is 3 Aug 2023. When the time we enter and do the receiving for the goods is 3 Aug 2023 in system. Can we change the date same as the supplier invoice date 30 July 2023 when do receiving so that i can align with the payment term and due date in payable module.Thank you 

Good day all. I have question!is is possible to  Create a Purcharse Order from a pdf file? my vendors send me an invoice in PDF format, and i want to upload that PDF to create a PO. is that possible? thanks for your help and advice!

We are in the metals industry, and one of the somewhat unique aspects of our business from an ERP perspective is that sometimes we will cut pieces of material that we sell into smaller pieces, per our customer’s request. So as a simple example, let’s say you have a 20ft x 20 ft piece of aluminum plate, and the customer asks for a piece that is 16ft x 18ft. We will cut that plate to size, and then have a remainder (what we call a remnant or a piece) that is left over. Sometimes we will directly scrap this remainder (not keep it around), and other times we will keep it on hand and sell it to another customer, or use it to cut another piece for a customer who may require a size smaller than that previously cut piece. We need to maintain heat/lot tracking of these pieces from the parent item.Does anyone have any clever ideas about the best way to program this in Acumatica? You could obviously create a new item every time you create one of these pieces, that is the exact dimensions of the p

Please help us configure discounts to achieve these five goals: Customer Price Classes with 10%, 15% and 18% discounts on some, but not all, Item Classes.   Volume Price Discounts of 10% for aggregate purchases of $2,000 from specified Item Classes and discounts of 15% for aggregate purchases of $3,500 from specified Item Classes.  Products from any of the specified Item Classes count to achieving the volume purchase levels. n   The customer would get the higher of the Customer Price Discount or the Volume Discount, but not both.  In other words, the customer gets the higher / better of the discounts and cannot “stack” the discounts.    No matter what discount applies, the discount amount is booked on the GL so we can track discounts.   The amount of the discount shows on the invoice so the customer can see it. Your ideas and help are greatly appreciated.  

after upgrading from 2020 R1 to 2023R1 the access rights and the restrictions have been missed up and ruined is there any documentation or any solution for this problem or anyone got this issue before?the sales people can see all the sales orders and the transfers but in the old version they were prevented from seeing the orders and the transfers that arent related to their branch.

We are needing to use activities under projects, but do not want to track time and costs. Even though the box is unchecked under Activity Types, it pulls up automatically checked when we create an activity from the project level. If we uncheck the box, the required project field disappears, so we are unable to link the activity to the project that way. My other thought was to link the activity back to the project via the Related Entity Type, but Project is not an option in the dropdown. See screenshots. Right now, our workaround is to leave the Track Time and Costs box checked, but uncheck Billable. However, to save a project task and cost code are required, which is something we don’t want/need. These extra steps aren’t required in other areas, ie: Project Issues, Project Quotes, Opportunities. How do we make this work, but keep it simple? Track Time and Costs Checked - Project Field ShowsTrack Time and Costs unchecked - No Project FieldProject not a selection for Related Entity Type 

Hello,There might not be a way to do this but I would like to export all of our item classes.I want to use a Vlookup to map the classes to an import of new products.There is not an excel button to export the list, so I am assuming I would need to use an Export Scenario to accomplish this.   

Looking for a way to highlight/show the Production Orders in the system where there is enough material on-hand/available to make the order.Short of having to look at Critical Material for each Production Order, does anyone have any recommendations on a way to get this information? 

Good day,I set up a new email as an incoming email to process AP documents. Test the connection was successful. I have sent a number of emails as a test but they are not being received in ACM.  I have other emails receiving incoming that are working. (Set-up by someone else)Any suggestions where i can review, look or something that needs to be done to get emails received.Thank you.Evan

Good day,The AR Team needed to correct an invoice in our Brazil tenant;  All the currency is BRL; transactions, sales orders/invoices.  When they tried use the “Correct Invoice” function the below message appeared.It was second occurrence; last time they just created a Debt for the correction.  Not sure I can correct it for this invoice but need to correct the “correct invoice” function going forward.  1005 is the Cash Account,Any assistance will be appreciated.Evan Error: An error occurred during processing of the field Account value 1005       GL Error: Denominated GL Account currency is different from transaction currency.  

I’m looking to have the flexibility on a SO document after creating the shipment (prior to confirming the shipment), for example add or remove items from the SO, increase or decrease quantities, or change shipping location.I know we can create another SO and attach it to the same shipment, but this only helps when we want to add and item or increase the quantity, however this wont be a solution if we want to remove an item or decrease the quantity on the SO level or change shipping address.I know there is an option to delete a shipment and re-create a new one, but this doesn't work for me, since I created already the shipment and employees started working with the shipment it will cause confusion with deleting and starting again and duplicate work.Is there any other solution how this can be accomplished?

I am trying to modify AP Balance by Vendor, however, after saving/uploading to the server, it does not reflect on the generated report. no error’s shown.

Hello everybody,I’d like to prevent our users to remove attached files depending on some conditions (for instance, a particular name or comment). To do that, I woud need to disable conditionnaly the “Remove Link” button in the standard “Files” dialog box when a file filling those conditions is selected in the grid of this dialog. Is there any way to do that ?Thx.

I am about 95% sure that this will not work but looking to see if anyone else has a solution.I have client who deals with seeds (such as peas and beans), they send the seeds to a grower who then grows the seed. They are sent on a sales order with item such as 1270. The grower grows the seed and a Purchase Order is created for the seed. The purchase order needs to use a different inventory ID such as 1270-GR. They need a way to account for the seed leaving their warehouse and then bringing it back into stock. The grower is the customer and the vendor. Does anyone have a solution or work around for this?I know also that I could receive as the PO with 1270 then do adjustments and a receipt for 1270-GR but that is going to be extra steps. 

How to make the Subaccount of each line items in Client invoice automatic, based on the Project ID not based on the Customer’s.When I am creating an invoice, then adding a line item in the details tab the sub account auto fills in from the customer’s GL account, so how do I make it autofill from the Project instead of the customer? 

A client has requested to enable the Currency option on the Opportunity screen even though a Business Account had not been selected. Any help on how to change or fix this. (ScreenId=CR304000)