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I have a client that has disposed of fixed assets however they still appear on the FA Balance and FA Balance by GL account Report.  Since these assets are not longer in use, I am not sure why they would still be showing on the reports. When the client reconciles their fixed assets to the GL using the FA Balance by GL Account report, they are out of balance by the amount of this disposals. I know I can build a filter to remove them from the report but I don’t think they should be there. What am I missing?Thank you in advance.

Hello Acumatica Community,I hope you are all doing well. I'm currently facing an issue with an Export Scenario in Acumatica, and I could use some assistance in resolving it.Problem Description:I've set up an Export Scenario to export purchase requests from Acumatica. Each purchase request can contain multiple lines with unique line descriptions. However, when I use the Export Scenario, it's not exporting the multiple line details correctly. Instead, it exports only one line, and the line description appears to be duplicating from other requests. Can anyone help me with it please? I have attached the export scneario too.Thank you in advance for your assistance.Best regards,Naing Aung Kyaw

I am working on a request to show the Sales Order Number on the Process Shipments screen as a column.I decided to add some PXDBScalar fields to SOShipment that pulls the last order number from SOOrderShipment.  That business logic works for the client and the field appears on the screen properly.Process Shipments with custom columns show the last sales order for the given shipment.When the Action selector is changed to Prepare Drop-Ship Invoice, those columns are blank. That’s because a different select statement is run. The view is called Orders but the data is primarily populated from POReceipt instead of SOShipment.So I tried adding the same custom PXDBScalar fields to POReceipt. And while I can run a GI against POReceipt to correctly show the custom field values:The custom fields show up in a GI But the columns on the Process Shipment screen remain blank:Drop ship receipt records don’t show values in the grid columnsI have SOShipment.UsrLastOrderNbr and POReceipt.UseLastOrderNbr an

Hi,I slightly customized the GI under Data Views called Vendor Documents to Approve. When the client drills down into the filter by Ref Nbr., they only want to to see the reference numbers associated with those GI’s when users click the navigation buttons at the top. However, the filter is not applied when they drill down into the Ref. number. I also setup conditions on the GI but the system is ignoring the ones to exclude certain properties. What am I doing wrong or what is the correct process so the filter applies to when I use the navigation buttons. I have also attached a copy of the GI.  Thanks, Frances  Ref. Numbers on Approval grid. Screenshot of forward and back buttons:  When I click the forward button it advances to 000077 and not 000085. I also have a condition to exclude company 1000001 

I've created UDFs to track MAC Address, IP Address, and Room Number related to stock inventory items within the PO302000 form.  I created the same in the IN301000 form.  I also modified the workflow within each of those to allow those fields to be modifiable regardless of the status of the documents.  All of that has worked.  For the most part, simple stuff to this point (I think!).  Now I am attempting to process a PO -> POR -> Inventory Receipt.  The UDF data entered within the line details of the POR is not carrying forward to the Inventory Receipt form where I hoped/thought it would display in the line details as well.  Can anyone help me understand what I'm missing.  If you've not seen any of my other topics, I am not a developer by trade, but I am gaining my knowledge of Acumatica customizations through trial and error (and Community help!) as I go.  Acumatica 2022 R2, Build 22.205.0026

Hi Everyone. I am trying to make a checkbox required but I am having some trouble. I tried updating the attributes by adding PXDefault(true) and [PXUnboundDefault(true)]but that didn’t make the checkbox default to checked. I looked at this article but still no luck. What else can I try?   

In opportunity, Create Email,  the popup appears but there is no default template.  Where does this get set up?  I have an email template linked to screen CR30400. Please advise. 

Hello,We are getting this error when adding price to a new customer. I am very new to this, but to my understanding the price is unique with customer number, inventory code, start date and end date if one exists.  This combination can not be in any other customer because the customer numbers are different.Can you guys please point me in the right direction?  

Just curious if anyone implemented Acumatica for a manufacturer that has a facility in Mexico and operates under IMMEX program?

Hello everyone, Does any one knows how to create a multi level axis in the report designer? Report designer is adopted from excel. But the charts setting is limited. I want to create a multi level chart that grouped by month and product. Has anyone done this before? Thanks for sharing.  Excel sample: 

Our client is using an external shipping calculation for Sales.  Specifically EasyPost.  There are a number of Ship Via codes they will use for Sales.  At the same time they want to be able to use a different set of Ship Via codes on Purchase Orders.  Right now in both Sales Orders and Purchase Orders you see the same set of Ship Via Codes.  Is there any way to limit which are seen based on the document type?

How to change Status wise Material Numbers Display?Thanks!

I have my custom report. I want to populate the material number selector based on the status and date selected in the above parameters. How can we do that any ideas ??Report screenThanks

I have a customer who wants to change the Categories list on the Task screen. It doesn’t appear that I can do this on either the new Workflow or in Automation Steps.Where would I do this? 

Is it possible to configure Acumatica lot/serial classes to track both lot and serial number on an item? 

Need to filter out vendor codes from BAccount DAC. Now it is loading all the BAccounts.#region VendorID               [PXUIField(DisplayName = "Vendor", Required = true)]        [PXDBDefault(typeof(BAccount.bAccountID))]        [PXSelector(typeof(Search<BAccount.bAccountID>),                    typeof(BAccount.acctCD),                    typeof(BAccount.acctName),        SubstituteKey = typeof(BAccount.acctCD),        DescriptionField = typeof(BAccount.acctName))]        public virtual int? BAccountID { get; set; }        public abstract class bAccountID : PX.Data.BQL.BqlInt.Field<bAccountID> { }        #endregion

I am getting a syntax error with this formula and can’t quite figure it out.=IIF ((DateDiff(interval, [ARInvoice.DueDate], Today()) >=30 and (DateDiff(interval, [ARInvoice.DueDate], Today())<60, [ARInvoice.CuryDocBal],0)I am trying to create columns of data depending on the “aging” of the invoice balance in a GI so that we can export to Excel for submission to our Auditors.  The value should either be zero or the invoice balance.I have this similar formula that works fine for current invoices:  =IIF ([ARInvoice.DueDate] >= Today(),[ARInvoice.CuryDocBal],0) Thanks!

When processing non stock item the following error has occured Error:String was not recognized as a valid DateTim 

Hi Guys ‘I am not able to create a data view of extension DAC in Extension Graph  public PXSelect<SSSLocationExt> Locationtest;Getting this error  CS0311 Thanks

When I release purchase receipt with auto create bill check box, the discount amount in purchase and bill display difference value where currency not USD  

Hi Acumatica,Just want to ask on how to add the values in Posting Class > Combine Inventory/Accrual Sub-Account From: Thank you!

Hi everyone. I would like to know your opinion regarding the availability calculation rule and the pros and cons of unselecting the “Deduct Qty.” checkboxes. Thank you in advance.

Hi All, Is it possible to have a unique Default Order Type based on which branch or company you are logged into? We have 2 separate companies in our instance. Company A uses Quotes, or QT order type, for 99% of their orders. Meanwhile, Company B uses Sales Orders with Allocation, or SA order type, for a majority of their orders. Changing the sales default sales order setting affects the default for both companies: Is there a unique setting per company or branch that can be used to configure this instead?

We are trying to set up our Authorize.net sandbox account as a processing center on our Acumatica sandbox tenant, however we’re getting the below error message. I created a brand new Signature Key and Transaction Key and still when I try to test credentials I get this error.Any ideas how to get around this? I’ve played around with TESTMODE and VALIDATION parameters and that hasn’t helped. 

Simple question, can you prevent deletion/cancellation of a Sales Order if it is linked to a Production Order?  Can it be based on the status of the RO (released, started, completed)?  I have found this is a recent feature for linked POs, but am wondering why it wasn’t implemented for ROs as well, or if I am just missing something.