Solved

Can we customize the following pane in Acumatica. ? 

I created a GI with some advanced filters on top, however when I attach the GI as a side panel to another GI these advanced filters doesn't show up it just shows all items at once without these filters.is there anyway to have advance filters on side panels?

This is the error i get (see below)Everything was working fine yesterday and today it is saying it can’t connect. Anyone have an ideas? these excel odata pivto tables a critical to how we operate :/Any help is greatly appreciated! 

In doing check runs, how do I print multiple invoices on one check?

Is there any possibility of selecting or typing multiple values to the filter/picker?Requirement is to select mutiple values for the filter.  

Hi we are looking at Acumatica as a new system, but a key thing was trying to get a feel for the system. i was wondering if there is a spin up of Acumatica, where i can get a feel for the system. Youtube video look good but dont really give the feel being hands on.

Is there a way for someone to reduce the size of an image they are uploading into Acumatica directly in Acumatica?

Hi Team, I’m trying to add column in FS305700 ( schedule tab) to display below TranDesc column from FS305100.  Irrespective of the entries, it should display only the first line of TranDesc. Can someone help here, how to achieve this.

I have tried to simulate both options but I end up with the same outcome. I expected that upon choosing “suspend”, depreciation would not be computed. 

There is a way in a customization project for the screen Project Transaction :That the Unit Rate field automatically pulls information from the cost(vendor sale price) in the item as soon as you put an InventoryID? Thanks!  

Hi,I’m new into customization project.I want to put in the header a selector for project and task for the Request form(RQ301000), like the appointment form(FS300200). I think a may need to add this <px:PXSegmentMask ID="edProjectID" runat="server" AutoRefresh="True" CommitChanges="True" DataField="ProjectID" AllowEdit="True"></px:PXSegmentMask><px:PXSelector ID="edDfltProjectTaskID" runat="server" DataField="DfltProjectTaskID" AllowEdit = "True" AutoRefresh="True" CommitChanges="True">/px:PXSelector> <px:PXSelector ID="edUProjectTaskID" runat="server" DataField="ProjectTaskID" AutoRefresh="True" CommitChanges="True" DisplayMode="Value" AllowEdit="True" /><px:PXGridColumn DataField="ProjectTaskID" CommitChanges="True" DisplayMode="Hint" />Could you help me ? Thanks for all Picture of the target :  

Hello, On the Inventory Transaction History page, it is possible to set the period for a particular month.However is it possible to use other time periods, such as a year long period? 

Is it possible to keep the manual numbering for invoice and still be able to prepare the invoice from shipment screen?One of our client has this requirement and need manual numbering for the invoice. Would really appreciate your help on this.

I’m trying to set up an approval map for Sales Orders which does the following: If the Sales Order has item X on it, it requires approval from Finance.If the Sales Order does not have item X on it, it does not require approval from Finance. Seems simple enough but the issue I’m having is that when the Sales Order does not have item X on it, it gets automatically Approved which prevents you from editing it while it is in Open status. Is there a way to set this up so that I’m still able to edit while it is in Open status? Or simply not requiring approval in these cases, rather than auto approving.We have some business automation running that requires the Sales Order line level details to be editable in Open status so putting the SO back on Hold to edit further is not an option.  

Right now we have a few allocation rules that are setup to capture cost, every hour, for certain cost codes that get time applied to them from Time Entry. For example… if cost code 00-0010 (cost type Labor) gets entered on time entry for 4 hours - accumulate $400 of cost. The issue is 00-0010 (cost code) E (cost type) is the cost code that automatically gets created for $400. Is there a way we can dictate what cost code those allocation rules accumulate cost towards? Ex: 00-0010 - Cost Code Labor (L) - Cost Type gets selected during time entry, that $400 goes towards 00-2000 Equipment.Seems silly they wouldn’t allow us to dictate where those costs get tracked?

Hello,It has come up in discussion about whether or not we can add a privacy disclaimer as text on the entry screen of the mobile device, or some obligatory popup. The text would read something like, “Using this application gives consent for your location to be tracked”. Something in that regard (I’m not a lawyer, just giving context). Again, I am open to creative ideas for how this could be displayed to the user on the mobile application- I listed two off the top of my head.

Hello,I am familiar with Shipping Rules on customers.However, is there a way when entering a shipment to make the sales order LINE “complete” or “closed” directly in the shippping screen, or are shipping rules the only way to short ship a sales order line and close it short?Does “Cancel remainder” auto close the sales order line short?Does it close it even if you have inventory but choose not to ship it on this order? Ship Complete: Only completely fulfilled orders are allowed. Back Order Allowed: Back orders are allowed for the customer if some items are out of stock. Cancel Remainder: Orders should be shipped even if the quantities shipped are less than the quantities specified on the order. If all the requested items are out of stock, the order should be canceled.

We need the costs that come through from PO’s onto our sales orders and service orders to show on the Daily Sales Profitability Report.  So firstly - is there a magic fix like a setting or something that we can change in order to incorporate these costs into the line items in the invoice?  That’s first prize.If not, I have managed to create a GI to fetch the costs for the service order using the following joins, but I can’t find the same connections for SO:I’m also just wondering if anyone has a more elegant solution than these GI’s?  I’m sure there are many others who also need to see these PO’s included in job costs.  In fact strictly speaking they only become costs once the items have been receipted so I should add another line for PC.Then - last question.  Because the same PO is linked to multiple lines of the service order, and I only need to show the cost once, I grouped by PO order number.  But it is adding the two lines together, and I only want to show the cost once, do I need

It would be very nice to be able to add separate subprojects (Child) to a Main Project to be able to track total revenue.  These would be projects where a change order wouldn’t make sense.  Say a main development project (progress billing), a separate child project for reoccurring billing of a maintenance contract. and a separate child project for T&M Billing.  Each of these has different revenue recognition needs and occur on different billing schedules but It would nice to be able to roll them up for reporting.

Hello,No MRP.  Just repleneshments.On stock item I put Min max method.  reorder point of 2.  Max QTY of 500.There are 20 on hand.I run Prepare replenishments and nothing shows in the screen.I uncheck “Only suggested items” and every part shows including this one.  Why would it not be showing with “Only suggested items” checked? 

I’m looking to add a parameter on my sales order GI to filter by statuses, but instead of having all the database values as an option to select from and be limited to select only one value at a time I would like to create my own values (example, Group A, Group B,) and add a condition if Group A is selected than show the orders within these statuses and vise versa, so I can quickly shift my filter between Group A and B and see the relative information.any solution how this can be accomplished?  

Hello!  Have any of you combined the the Quick checks and Regular checks in one inquiry?  We are new to Acumatica but don’t understand why the “check list” isn’t the check list?   Thanks, Kay740-418-5250 (cell)khowe@stockmeister.com

I’m trying to release some invoices that we imported during migration. However, I receive the below error. How can I activate migration mode on AP?   

Our company is changing from individual meal expenses to a Per Diem scenario.  The concept is that, as an employee submits a hotel receipt to confirm an out of town stay, they can then enter a Per Diem expense for each night of stay.  The Per Diem would be a set price (e.g. $10) and the employee would enter a quantity associated with the Expense Item or Per Diem (i.e. $10 x qty 3 nights = $30 total).  The hotel stay is charged to a corporate account, and the Per Diem would be associated with a personal expense so that it would be reimbursed to the employee.I had no issue creating the additional non-stock Expense item of Per Diem.  What I attempted to do was to was set a default price for the Per Diem item in hopes it would show up in the expense receipt entry of the phone app.  However it does not, it comes up with a 0 value that then needs to be entered.Is there any way of getting this to work as we desire, or does the expense process not pull price/cost info from the NS item?Note - W

Hi, Do we have a standard or customized report do generate from Acumatica, where we can see the breakdown of the Cost of Goods sold (COGS)? This report needs to have the direct costs (PO cost) and the indirect costs (Freight, Customer duty, SST, Demurrage, etc) separately?Example :  Or else, is there a way to record the indirect costs (From landed costs) to a separate GL account without including it in the Inventory account? Thanks in advance