Solved

I want to upgrade the PhoneReapirShop instance to the 2022R2 version. Does it affect the other instances?

Where is the outstanding checks report? I can’t find in Acumatica. 

I know on your computer you can run the Command Prompt, type ping, leave a space, and then enter the instance URL but I was wondering if there are other IP addresses to be aware of.

With some basic modifications in workflows. Could you generate an inter-company PO from a shipment? essentially have this step prior to shipment confirmation?Something like Customer <<— SO-0001 in Branch 1 —> Generate Shipment —> Create Inter-company PO from shipment —> Generate SO in Branch 2 from PO —> Process SO-0002 in branch 2 and PO Receipt —> Confirm Shipment for SO-0001 — > standard Acumatica processes in shipping from Branch 1.                            

We’re at the beginning stages of implementation as a manufacturing company. It’s being suggested that we set the Inventory I.D. for stock items, when applicable, to the original manufacturer part number instead of using our own internal part number (as the primary index). We will be creating our own part numbers for all inventory items regardless of if there’s a MPN. It has been our expectation from the outset that we’d set our internal number for the Inventory I.D. This seems to make the most sense to us, however we’re being told “the norm” is to use MPN’s.Is this the way others have set their system up? Can anyone help explain the rationale for why this is the norm and should be done?Thanks!

We have several kits and each kit has several finished products and is sold as a combo.I want to add these individual SKU’s in the kit to the total number of sales of that particular SKU. For Example, A kit with SKU Number 20000 contains 3 finished products 001, 002, 003. If 50k of this kit was sold and 50k of 001 SKU was sold as individual SKU, the total sales of 001 would be 100k. The current system generates reports and GI’s that separate the sales of 20000 and 001 as 50k each.It there a way to add these for multiple kits? 

Hi all,I’m modifying the stock Location Labels report to a format that will better fit the labels we want to use. I wasn’t smart enough to keep a print out of the original report, but it basically outputs two columns of location labels. If you haven’t seen it, think of it like this:Location 1 Location 2 Location 3 Location 4 Location 5 Location 6 Honestly I kind of hacked and slashed the report, removing all of the objects on the right side as well as adding a barcode and some other stuff, to where it only outputs one location label per page. All of my additions and changes work, except the report still behaves as if it had the second column, and when I request a range of locations it gives me the equivalent of Location 1, Location 3, Location 5, etc. If I start the range on Location 2, it will then give me Location 4, Location 6, etc.I’m sure there’s probably a simple answer here, but I have a case of Friday burnout and this is kicking my butt. Any help that can be provided w

I created a very simple parallel approval on projects based on branch.  There are two identical steps, the only difference being the employees who can approve the quotes.  After that are two steps relating to other branches.No approvals are being generated at all.  Am I missing something or is it a bug?   The second step for Suzanne is identical to the step for Danie except for her employee code.The same concept in PO’s is working.

Hi All, I am currently working on a Business Event that creates a Transfer of Production Material when the Production Order is released. (basically imitating a Staging process that is currently not supported very well). The Business Event is not firing with my current Setup.Only for with Once for all Records which then doesn’t accommodate the Material Details I need for the Transfer.Business Event:  Generic Inquiry it is based on:  I am not quite sure why it is not firing but any ideas and help would be appreciated!The same Setup worked for me for creating automated Transfer based on a Released Purchase Receipt.

Hi I’m trying to create a table and trying to add lines betweens the line items by styling individual textboxes with borders, the issue here is the lines are not printing continuously when the description is getting longer than 2 lines. (ex: line 5 & 6)I tried to resolve it by styling pannel but same issue repeats.Is there any better way to add lines without wasting space.  

I need assistance determining how to automate the process of taking a completed (i.e. shipped and invoiced) sales order that imports in from a 3rd party application to a sales invoice. Inventory is not being tracked and under Sales Order PreferencesHowever, the sales invoices are not posting on the shipment date, but the date the order is being processed in Acumatica. I want to use the Quick Process function but was told by the consultants that this feature cannot be used if the sales invoice needs to be posted on the shipment date. How do I automate this with the release date the shipment date? 

hello folks so i have a service which is supposed to create an InventoryIssue using IN302000, with the help of an API call on a custom endpoint:I didn’t find an existing Contract , so I created an custom one named InventoryIssue, quite similar to InventoryReceipt.different actions and details:And I tried this PUT call in Postman:put inventoryIssue request: The response is what I expected, with a ReferenceNbrbut when I try the POST for ReleasingFromHold with this ReferenceNbr as parameter, it does not remove the hold of that specific ReferenceNbr, rather it creates a new Issue,POST req with the ReferenceNbr, response is 204.this is what the necessary actions look like  I have been following the integration development guide till now to create the different entities and details. So if anyone can help me figure out why me calling the ReleaseFromHold does not removes hold from the previous PUT request, but rather create a new InventoryIssue?

Hi colleagues,have any of you added recipients (To: ) field under Customers/Activities tab when the activity type = email?How hard would it be?That would tremendously help our internal AR collections users. Thank you!

I’m looking to see if the Bill To Address on a Sales Order can reflect the Address of a Contact or a Location without using code. Thoughts?

The customer of our client pay bulk amount for multiple invoices. The customer also include list of invoices (in excel) that are paid and how much of each invoice paid. Some are overpaid, some match, some are underpaid. The client needs to be able to apply the overpayment to an invoice so that they can track which invoice that has been paid more than it should be. Is there a way to do that without creating one payment application per invoice?

My team wants a report to show how many emails a customer service rep responds to a day from cases created from our website’s support page, not cases a rep would create on their own.  My plan is to make a GI that has case id’s, and created by, then the emails within those cases which I can filter by rep later, but I’m having a hard time finding the relation between a case and the emails in the case. Does anyone have a good join for this?

 Our client has received the following email from Shopify.. The customer is preparing to upgrade to 22R2 build 202 right now. Any impacts of these that we need to be aware of or execute.   Action Required - Migrate your custom app to the Fulfillment Orders API by March 31, 2023Your custom app is leveraging the deprecated Fulfillment API. Please note that the Fulfillment API will stop working as intended on March 31st, 2023 in favor of our new Fulfillment Order API. Read our migration guide and take action as soon as possible to avoid breaking changes.The following app(s) you are using currently use Fulfillments API and should be moved to Fulfillment Orders before March 31st, 2023: 

Hi All,I have imported some assets which are 0 NBV and are fully depreciated. depreciation method is DV and the asset is depreciated sooner than when it should  be. when I calculate the Depreciation it still calculate depreciation amount eventhough it  should be zero. how can I stop this? I cannot seem to see any status of fully depreciated on the front end.  Thanks for your helpGhazal 

Hello,This is a standard ACU hosted cloud deployment.  During implementation, we create a test tenant to rain, load data etc…    We want to include the customer portal in this process but need to temporarily have it look at data in the test tenant until go live.  Can you direct the customer portal to look at data in another tenant?

Hello Everyone,How can I add the following selector fields in Budgets form just exactly like how they appear in Journal transactions form.Journal transaction: All the three fields are selectors: eg Project/contract Budgets: where I want to add them.  Kindly assist.All responses will be highly appreciated. Thank you.

I have a scenario where when a purchase invoice is received and matched against the purchase order I want the purchase invoice to be approved by the owner of the purchase order.I have tried different options using the employee from list option on the approvers tab but cannot get this approval working.The only way I can get this working is if I specify a rule per user listing the user on the condition tab and again as an employee on the approver tab.   With more than 100 users entering purchase orders this well not be easy to maintain.Anyone came across using the employee from list for this purpose and could advise   

Hi, I’m new to acumatica. I have customized a form (PI301000) . In this form, there is a grid in the tab like below.I want to move the ‘Add purchase’ button with the action into the grid toll bar. But when I was trying drag and drop button into the ActionBar - custom items in the project editor, It shows me the below error.I checked whether there is another action using the same key but this is the only action I have defined except ‘Print report’. can someone help me with this issue please?Thank you. 

Hi all, This is my first import scenario and I’m missing something simple but fundamental. We’re transitioning to MRP shortly and need to do a mass update of many different screens. One of the things that will need to be updated is our units of measure need to be consolidated. As a test in our sandbox, I exported all items (421) with the Base UOM of EACH, and I would like to update it to EACH* (an easy identifier that I can switch back).I’ve set my data provider and import scenario, and when I prepare and import in import by scenario it processes and I see a green pop up that everything was successful. However, when I go into stock items I see that the Base UOM field has not been updated. Here are my screens: The spreadsheet is .xlsx with one sheet/tab named ‘Data’ and two columns. The provider and provider object look good… but I think my mapping is off.I want the mapping to be if “Inventory ID = InventoryCD, then replace the value in General → Unit of Measure Base Unit with the value

Hello all,I am upgrading my Customization Projects to 2022R2. All references work fine just on “PX.DBServices” I am getting the below screenshot error. But as you can see I have already added the required reference. Any thought on what other library I should possibly add? 

Storage Summary search filter is not working after upgrading to 2022 R2