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I recently moved from using Business Central and in that system we could set up a posting table for sales and cost of sales using BOTH item class and customer group.  I’ve searched but can’t find how to do in Acumatica.This setup is great for groups as it makes it easy to split out intercompany activity for elimination.  Its also useful for segment reporting.Any ideas?  thanks Peter

I currently have the scan move screen customized to flow into the Qty State automatically to allow for a qty to be scanned in.However I would like the user to have the option to hit enter and skip the step, which would ideally pass a default qty of 1.The issue I’m running into is that the barcode field won’t allow the user just hit enter to pass a null value.Is there a way I can have null values passed through on that field?Thank you.

public class NewTest : PXGraph<NewTest> { public PXFilter<TestFilter> Filter; public PXCancel<TestFilter> Cancel; public PXFilteredProcessing<APPayment, TestFilter, Where< APPayment.docType.IsEqual<TestFilter.docType.FromCurrent>. And<TestFilter.fromDate.FromCurrent.IsNull. Or<APPayment.adjDate.IsGreaterEqual<TestFilter.fromDate.FromCurrent>>>. And<TestFilter.toDate.FromCurrent.IsNull. Or<APPayment.adjDate.IsLessEqual<TestFilter.toDate.FromCurrent>>>>, OrderBy<Desc<APPayment.createdDateTime>>> CheckPayments; [PXHidden] public class TestFilter : IBqlTable { #region IsVoid [PXString(3, IsFixed = true)] [PXUIField(DisplayName = "Doc. Type")] [PXDefault(APDocType.Check)] [PXStringList( new string[] { APDocT

Hi,I need to know, If I created a DAC extension table for the POline table and create a orderType field for the DAC extension.Is it possible to get same orderType column data inside in the POLine table into my DAC extension orderType field.ex: POline row 1 OrderType is ‘standard’ and My DAC extension orderType is same to with ‘standard’ type.? 

HelloI got client’s customization project with version 21.209.0034How to convert it to 22.210.0020 (2022r2) in proper way ?

I’m starting to get really frustrated with processing screens lately, but maybe I’m just bad at making them. The latest frustration is that when I use ProcessingView Lines, the screen looks like a processing screen: But when I use  ProcessingView.FilteredBy<PODDocumentsFilter> Lines, all the processing tools  go away: I have defined the data view like this:public PXCancel<PODDocumentsFilter> Cancel;public PXFilter<PODDocumentsFilter> Filter;[PXFilterable]public SelectFrom<SOPackageDetailEx>. InnerJoin<SOShipment>. On<SOPackageDetailEx.FK.Shipment>. LeftJoin<ISSOShipmentTrackingPOD>. On<ISSOShipmentTrackingPOD.FK.PackageDetail>. Where< SOPackageDetailEx.customRefNbr1.StartsWith<fedEx>. And< Brackets< PODDocumentsFilter.action.FromCurrent.IsEqual<actionDownload>. And<ISSOPackageDetailExExt.usrIsPODDownloaded.IsEqual<False>. Or<ISSOPackageDetailExExt.usrIsPODDownloaded.IsNull>>. Or

when i put the inventory id in the details tab of the sales order form, i get the following error " inventory of inventory id does not exist in the system". so i am unable to process the new sales order.

We just upgraded to 2022R2 - Build 22.207.0013.And we are having performance issues with our order syncs from BigCommerce.  The orders are Preparing and Processing as expected - and this is verified in the Sync History page.However - shortly after processing into the system, the order gets switched back to a status of “Prepared”.  The system is then trying to re-process the same order - even though it already exists now.This is causing system perf issues as the day goes on - and the number of orders grows.  The Prepare and Process jobs are scheduled to run every 60 seconds.Thoughts?

What is the best practice when it comes to Inventory Replenishments versus MRP. In what cases does it make sense to utilize IN replenishments and in what cases does it make more sense to use MRP?If I am implementing MRP for a client, then should I even utilize IN replenishments or utilize MPR Only?From my understanding, it sees I should use IN Replenishments for items that have nothing to do with a BOM. For any item (FS, Sub Assembly, Raw Material) that’s included in a BOM, it seems that MRP is better suited for such stock-items. Wondering how other consultants approach this.  

I have a scenario i want to create to update open Production Orders. I have an XLS that has the Production order number, the Operation, the Work Center, the current Overhead Rate, and what the New Over Rate should be. I need to do this from screen AM209000. The steps would be to look up the Production Order, Place the order on Hold, and select the proper operation. next, you would have to update the Overhead factor on the Overhead tab to the “New Rate” and take it off hold save. From here you would progress to the next item on the list. Screen AM209000 Any thoughts?? 

We’ve noticed this a few times at different clients but I don’t have a smoking gun to bring in tech support so I’m looking to see if anyone else has had similar experiences.When there has been an update due to Windows/IIS/SQL security patches, or some other update on the Acumatica side, that we find that sometimes a customization project has reverted back to a prior version. We’ve seen source code within the project revert and we’ve seen cases where a DLL appears to have reverted back one version.Last night our clients production site had some updates and this morning they called with some configuration related issues. We checked on fields in a setup screen and discovered that some fields were blank causing invoices to be missing a default cash account value. These fields were populated the day before because it prevents invoices from being posted. We filled in the missing values and everything went back to running smoothly - like it has been for weeks.Like I said, we don’t have a smok

Mobile app and Manufacturing - Is there a way to make Move transactions against Production Orders inside of the Mobile App?  If so, any direction on which settings might need to be changed to pull this off?

hi! is there a smartsheet integration customization available for 22r2? i see the client has one for 21R1 but im having trouble publishing that

I have created one report and it has one parameter but it does not show when i am going to its screen. Not sure what is the issue here. Visible option is also selected. My report screen looks like this. I want my text-box field there for input to run my report. Thanks.

Hello, I’m struggling with the FieldUpdated event. On the Project Quotes form (PM304500) you enter Inventory IDs on the Estimation tab. When you commit an Inventory ID on a grid row, the description, uom and unit price are returned. Very similar to entering products onto a sales or purchase order. I would like to ignore the default price returned and update the field with my own value. The screen shot above shows that when SOFTLIC was entered the unit price was defaulted to 666.00I’ve tried using the following (heavily cut back) code to update the unit price field but it’s not working, 22 doesn’t appear in the field: protected void CROpportunityProducts_InventoryID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (CROpportunityProducts)e.Row; string val = "22"; cache.SetValueExt<CROpportunityProducts.curyUnitPrice>(row, val); }I’m pretty certain that there is another event in the Acumatica code which is firin

I added a few selector fields as UDFs in Cases. As you can see in the screenshots, when accessing in the web, the selector field works. But in the mobile app, there is no magnifying glass icon for me to select the options. Instead, it’s just a text type field… Am I missing something easy or does this functionality require customization to the mobile app?  

Hi There,I have issue to import the AR opening balance in Acumatica under migrate mode. I was able to import the data from template but not able to import the transactions. I got several errors;1)Field: Amount, Value: 871.34, Error: The document is out of the balance. Field: Balance, Value: 871.34, Warning: Enter the document open balance to this box.This is initial error message I got, however the amount is tie out. It’s in the same function currency. I tried to clear the amounts to import the transactions. However, I got another error message: “The Remove Hold button is disabled. Field: Balance, Value: 0.0, Warning: Enter the document open balance to this box. Field: Project/Contract, Value: 8SB       , Warning: The customer in the selected project or contract differs from the customer in the current document.” Attached Import scenarios details. Could you help review and advise how should I adjust to complete the import? Thank you very much!

I was hoping someone may have some insight to this question.  I am coming up with a large WIP variance in our Production Orders, and are thinking Phantom BOMs might be the cause. At the parent level, we backflush material and labor.  We also exclude the Phantom, thus allowing us to bypass the move in the production order. At the BOM for the phantom, we have run rates as if we were going to make a Production Order and backflush labor and material. Is the WIP variance related to excluding  the phantom and thus not capturing the labor?

Is there a way to access files that are attached to an invoice from outside? We have synced all invoice to a payment portal.Many customers want to access the original document that our accounting upload to the invoice in Acumatica as attachments. I cannot find the table that records the relationship for invoices and files. any advice, please. Many thanks advance. 

Hi expert.I want Show Total Line Show Pages Nbr - Convert Purchases to Assets FA504500 (same in Sale Orders Screen)Can you help me? Thank you so much.

I followed instructions for: initial Configuration/Step 1: Preparing the EnvironmentSuccessfully installed AcumaticaERP, with Debugger Tools (NOTE; I did NOT install Acumatica Framework) Acumatica was installed on my PC at C:\Program Files\Acumatica ERP\AcumaticaERPI followed the instructions for: Step 2: Deploying the Needed Acumatica EPR Instance for the Training CourseThe PhoneRepairShop instance was installed on my I PC at: C:\Program Files\Acumatica ERP\PhoneRepairShopI followed the instructions for Lesson 1: Creating a Customization ProjectI set up the downloaded Acumatica code from Github, at: C:\Acumatica\Help-and-Training-Examples-202R2 I successfully completed the step: Loading the Items to the PhoneRepairShop Customization ProjectI followed the instructions for: Step 3: Binding the Extension LIbraryI copied the PhoneRepairShip_Code folder to C:\Acumatica\PhoneRepairShop\Projects I then Opened Visual Studio (2019 Community Edition) to build the project The build failed with o

I don’t know what I did or how I ended up with this happening but when I try to edit any generic inquiry from the Customization menu (at the top when viewing the GI results) it shows the correct configuration but the name of another GI.  Always the same GI: pp-oils to convert to template.The URL at the top shows the correct Name so if I refresh the page it shows the correct details which is a workaround but as it stands if I edit it and just hit save it will overwrite that GI and not save to the one I really want to save to.I am stumped as to why this is happening. It happened after I manually added some site map entries but I’m not sure how or why.If anyone has any ideas of how to troubleshoot this I would be very grateful, Phil

Looking for help in modifying standard Acumatica forms such as the sales order and sales invoice to include all of the product configurator results data.  For those using the product configurator, have you modified your forms?  There are instructions on Acumatica Help for adding the data, along with a pdf copy of what it should look like, we would like help in doing this for our client.Please reach out if you would be able to assist. Thanks  

I’m trying to create and confirm a shipment all in a single Rest API call. I’m trying to do this in Postman first just to see it work. What am I getting wrong?POST URL: http://accounting/(W(1))/entity/Default/20.200.001/Shipment/ConfirmShipmentStructure:{    "entity": {        "ShipmentNbr": {            "value": ""        },        "Type": {            "value": "Shipment"        },        "Operation": {            "value": "Issue"        },        "ShipmentDate": {            "value": "9/13/2022"        },        "CustomerID": {            "value": "CUST2943"        },        "WarehouseID": {            "value": "XODUS"        },        "ShipVia": {            "value": "UPS NXT DAY AE"        },        "OverrideFreightPrice": {            "value": true        },        "FreightAmount": {            "value": 5.67        },        "Details": [            {                "OrderType": {                    "value": "SO"                },                "OrderNbr": {                    "va