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i have a client who wants to track costs by square footage for labor and material.  would the best method be to create a conversion for square footage to hours.  the client also has the payroll module so i’m wondering how the actual payroll hours/amounts would translate to the project.TIA

How do I unlink this PO so that I can link a new PO to this sales order? 

I have a client who sells seeds and they need to have the Lot Number be segmented to show the Lot Number and the Seed Count. It would be something like N1234-1225, however those numbers are not dates or years and are never incremental. I know I can segment it, but all the options are non customizable. Does anyone have an idea on how I could make those user enterable without the system choosing the next number? I would prefer to not customize the screen though.  

Is there a way to manually close/complete a purchase order without having to enter a AP Bill?

I’m curious if this is possible: Can the Pivot Table Format property use color coding?Using: Acumatica 2022 R2We have a generic inquiry whose field values are color-coded based on a string value, using the SWITCH formula. This piece is working fine.Example:=SWITCH([SOLine.InventoryID] = 'DELRETNSCCURM','yellow20', [SOLine.InventoryID] = 'DELINISCCU','orange',[SOLine.InventoryID] = 'DELREDLRRRM','green', [SOLine.InventoryID] = 'DELFNLSCRR','blue', [SOLine.InventoryID] = 'DELINISCCURM','orange20', 'default')This gives the customer some desired color-coding when they view the Inquiry on a screen.But when I create a pivot table from the inquiry, the color coding defined in the Style property of the GI disappears.It would be ideal if either:the pivot table would honor the Style property that I assigned against the field in the inquiry; orthe pivot table could respond to the Format property defined against the field in the pivot. It looks like the Pivot Table format property (according to th

Hi Community, I have used the segmented keys part of Acumatica to increase standard field lengths, but have not found a way to increase the standard length of a combo field for an attribute. It is set at 10 by default. Is there a way to increase this default to accept longer strings than 10? I am using 2022R1.  Thanks! Patrick 

Does anyone know of or have a good report for Net Sales? Things that include month and year profit along with year to date.I know there is the Sales Profitability but I was looking to see what others have created or have used.  Thank you! 

Good day Is it possible to create an Invoice from the Mobile app on the sales order screen ? The only option I have is to create payment or put/take off hold. Kind regardsElena

I want to know if we can directly convert a purchase request into purchase requisition. Is there a generic Acumatica flow for that ?? I was not able to see any actions related to that. Please help.Thanks

Hi, what is the last Acumatica endpoint version ?For  Acumatica 2022R2 it was 22.200.001What endpoint for 2023R1 ?

I’d appreciate if someone can please provide steps to add Remove Hold action into the Process Orders processing page. A while ago this can be done via automation steps. I have explored workflow customization but have not been able to get one work.  

Hello:Someone can hepl me about this case. I attached a file with detail.Thank you so much.  

Show due dates on a calendar for open issues, RFIs, tasks, project quotes, etc. An option to view on a calendar.

Hi all!Let's say, I am the system administrator of an instance. I have access to log in to another user’s account using users form and can make changes. Is there a way to track the activities which I have done using that user’s account. (If not, I can perform miscellaneous activities and I will not be responsible for those) Thank you

How would I set up ½ May 1st and ½ June 1st terms? Regardless of when invoice date is, I want terms to be those two months always. 

Hi guys! I urgently need to know if the system has a classic cash flow report.That is.Previous bank balance + Accounts Receivable - Accounts Payable = Current Bank balance.Obviously, the report needs to have this daily information by transaction.Where I can visualize the next 10 or 15 days of flow.The simple and objective question is, can someone help me? Emir Nelson

I am finding that Avalara sales tax is being charged on carrier freight for states where the freight should be exempt.  Is this a Avalara issue or a Acumatica issue ?https://www.avalara.com/blog/en/north-america/2022/02/how-to-handle-sales-tax-on-shipping-a-state-by-state-guide.html 

How are your clients handling the scenario where one contact needs access to multiple business accounts/companies? I know one way is via the parent child relationships but not all of my clients situations can be resolved in this manner. Is there anyway to handle multiple business accounts without creating a user for each separate account?

Hello everyone,I am facing an issue in Opening the Shipment Screens in a cloud based Sandbox.So I needed a custom field in Shipments in Package, in a customization project,DACExtension And when opening an existing Sales Order or Creating a new Sales Order on screen SO301000,I get prompted this on the Sandbox: Invalid Column name for the above extended field. Now I don’t get this error on my Local Instance, and It is the same customization. So my question is should I try another way of publishing my customization ? (As I read some responses based on similar question but on a testing or dev environment, but I am not sure if I can apply those changes)OrHow can I make sure that this field exists in the database as I am currently trying it on a cloud based Sandbox?OrAm I missing something even after publishing my customization to the Sandbox

I have customers wanting their Statements to show payments in that month, not just open items. Have any of you had this & if so what solutions have you found.They just really want a detailed statement, and I don’t see that it’s possible so far. Thanks

Does anyone know if the Project Drop Ship Order type on the Sales Order line item is available in the 2023 R1 release or when it’s scheduled to be added?Thanks,Jim

Hi,I’m using this link to https://asiablog.acumatica.com/2017/05/sending-notification-template-from.html no send a custom notification, but for some reason is not working, the sender.send() return an empty list. I’m using a custom graph and DAC.  The form have the ActivityIndicator equal to true. What I’m doing wrong?This is my code. protected static void SendEmail(string message, PXGraph Base, CustomDAC transaction) { Notification notification = PXSelect<Notification, Where<Notification.name, Equal<Required<Notification.name>>>> .Select(Base, new object[] { "my template" }); bool sent = false; string sError = "Failed to send E-mail."; try { TemplateNotificationGenerator sender = TemplateNotificationGenerator.Create(transaction, notification.NotificationID.Value); sender.MailAccountId = (notification.NFrom.HasValue) ? notification.NF

Hi, I created a GI trying to get the customers that are over the days past use. I am then trying to calculate the number of days past the Credit Due days of the oldest invoice. The data is displaying the way I expected it to. My issue is that I cannot apply a GI filter on the Day Past Credit Grace Period. If I enter 120, nothing appears even though in the All records tab, there are records that meet this requirement. These are the fields that I am using for the calculations. Thank you in advance. Bill  

 public PXSelectReadonly<ITDeliveryPlanning.ITDeliveryPlanning,        Where<ITDeliveryPlanning.ITDeliveryPlanning.receiptNbr, Equal<Current<POReceipt.receiptNbr>>>> ViewDeliveryPlaneceipt;   Acumatica Grid Loses rows on refresh, Why like that ?

Hi! May I ask how can we close AP transactions where in:The Company is issuing check payable to cash (through checks and payments module) to employee in order to buy goods/services After the employee’s purchase, he will liquidate the cash with the corresponding receipts, sometimes there is an excess amount or short amount. AP transaction should be recorded under the actual vendor where purchase was made,(not under the employee).How can we properly record and close these kinds of transactions.Thank you in advance!