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When you enter a new revision name on an existing BOM it would create a new revision under the same BOM ID and would copy all the details from the BOM and original revision.I am trying to do this through an import scenario so i can upload many new revisions under an existing BOM ID.So the way i set up the import was starting by @@BOM ID so it knows not to create a new BOM, rather look for the exisating BOM and i passed in a new Revision name.So it actually worked, it created a new revision under the existing BOM ID, but it didnt copy the BOM details, it created an empty BOM.Does anyone know what i need to add to my import to also copy the details?  

Good day,I am not sure of the issue once again.  I want one order but on import is it gives multiple orders for each line on the sheet.  I guess something is wrong with scenario.Your assistance is greatly appreciated.Evan

Is it possible to allocate product to ship from a specific warehouse location based on the customer’s location? For example: ItemA is available in both California Warehouse and New York Warehouse Customer is located in Colorado and orders ItemA Acumatica automatically allocates inventory to ship from California Warehouse

Hi All-- I have been searching for various process methods to accrue costs on a project until we’re ready to invoice and so far I’ve found (1) best outcome and another (2) that semi-works but realizing day by day, it’s not going to work. (1)This method will have users create a Project with Inventory Tracking = ‘Track by Project Quantity and Cost’ Then create PO using STOCK items, this is a must, where Type = ‘Normal’Then create PO Receipt, this will DEBIT INV and CREDIT ACCRUE PURCHThen create AP Bill, this will DEBIT ACCRUE PURCH and CREDIT APThen create Issue, where Cost Layer = ‘Project’, this will DEBIT COGS and CREDIT INV (Sweet spot)Then create AR Invoice, where DEBIT AR and CREDIT SALES (2)This method will have users create a Project with Inventory Tracking = ‘Tracking by Project Quantity’ or ‘Track by Location’ .. meaning ‘Track by Project Quantity and Cost’ will cause an error Then create PO using NON-STOCK items where Type = ‘Normal’Then create PO Receipt, this will DEBIT INV

Hello,We purchase material from Vendor A but it is never physically received.It is drop shipped to another vendor for service.  Vendor B.I am creating a 1 operation BOM with the purchased material and the service non-stock item.I see a check box for “Drop Shipped to Vendor”.However, I am not finding much documentation on it’s use.This box certainly seems applicable to this scenario, but I am unsure how it is used.Can anyone offer insight? 

Can someone please help understand the difference between the following screens:The Invoices screen under the Sales Order section vs Invoices and Memos screen under the Receivables section. Attached screenshots below for reference. Img1: Sales Order > InvoiceImg 2: Receivables > Invoices and Memos Thanks!

We are new to Acumatica.  When we print the AR Aging report the invoice number is cut off, see attached.  We tried to modify it in report designer but it errors out and wont open.  Is there a way to extend the column that the invocie number is in?

Layout Properties… Hover over Size property on a control and get the description “The control width.”Hover over Width property on the same control and get the description “The width of the control.”Wow, Thanks so much for the clarity! </sarcasm>How do I set the widths of the Display Name and the Value separately?How do I set the justification of the value?How about making a label that has a style applied? 

Is there a way to select multiple rows in a Generic Inquiry? I have an inquiry that I am using a side panel on and I would like to select multiple records in the GI and send those to the side panel. This works great with the single selected item but it would be great to do for multiple.    

Previously I created one field UsrMyNewField in a DACExtension. I removed that field from the DACExtension and DB still when I load the screen I get the error. Invalid Column Name UsrMyNewField. What am I missing here I do not know. The specified column does not have any control, it is also not available in the database table. Can anyone share some insights please. Thanks.

I want to add a selector for Cost Modifier in this grid just like the InventoryID. The data is from my custom DAC but I am not able to do so can anyone please help me here.  

Hello,I have a field Account Name on Customer and I want to add it to the lookup Selector of Customer so that the user could see its value whenever they open lookup dialog to a Customer. However, I can’t find this field in list columns to be added Do you know how to add this field to Selector?And is there any way to config this field be searchable in lookup dialog?   

Question the article belowShould the customization go on SO301000 (from instructions) or SO302000 (from screen capture ) or SO503000 for Process Shipments or all three ?  

For audit reasons, our system admins cannot do mass actions where transactions are involved.  I need to allocate this access to a user, but I can’t seem to find any information on access when it comes to mass actions.  Please point me in the direction on some documentation in this regard!

Will we need a subscription to Aatrix to pull in the latest tax tables?  We will not need the service they provide to produce our W2s/W3, or payroll tax returns for the quarters and annually.While testing the system, the EEO-1 report will not generate info?  Is Aatrix needed for this?How does the tax tables get updated?

I want to save ID in the database and retrive description in PXSelector can anyone please help me here.So I want to store costModifierId in the DB and Show costModifierName in the UI.  

Since we upgraded to 2021R2 Build 21.211.0033 and also now to 2022R2 we get an error when we UNMATCH ALL and SAVE in Process Bank Transactions. Is there anyone else who has also experienced this error?The only why now to Unmatch is if I go line by line to and Unmatch. On my Cash Account for the bank in question all my Entry Types are linked to a Tax Zone. I even created ZZZ - No tax line, just to have a value in the field.    

I’ve done a few searches but I can’t seem to locate the equivalent.

We have a requirement from the client that during the customer sync from Acumatica to Shopify, Connector has to split the first and last name of the customers from the Account name with reference to the first space starting from left. For e,g. Let's say if a customer name is “Mike Thomas Gorden”  Connector while syncing the name to Shopify first and last name field, the connector should check for the first space from the left and split the name into two parts as first and last name and send it to Shopify.Based on the above example Connector should sync the first name: Mike and the last name: Thomas Gorden to Shopify. To fulfill the customer requirement we have defined the following mappings at the connector Customer entity levelValidation has been successfully passed but while syncing the customer from Acumatica to Shopify we have found the below issue.While syncing the customers to Shopify, the connector has thrown an error “of an undefined FIND()” function. hence we could not achieve

Hello, Does anybody knows why am I getting a “CA Error The TranDate value of the CADailySummary table is incorrect because it contains a time component. The format must be yyyy-mm-dd” when trying to save an ARPayment record.My code is:ARPaymentEntry graphPAY = PXGraph.CreateInstance<ARPaymentEntry>(); ARPayment payment = new ARPayment(); payment.DocType = "PMT"; payment.ExtRefNbr = paymentRecord.tid; payment.CustomerID = salesOrders.CustomerID; payment.AdjDate = creationDate; payment.DocDesc = ihubOrder.storeCode; payment.CuryOrigDocAmt = paymentRecord.value; //payment.AdjFinPeriodID = creationDate.ToString("MM-yyyy"); PaymentMethod method = SelectFrom<PaymentMethod>.Where<PaymentMethodExt.usrMarketPlacePaymentMethod.IsEqual<@P.AsString>>.View.Select(graphSO,

Hi everyone,Would like to check 3 questions related to Timesheet :We are checking if there is any possibilities out of the box in Acumatica 2022 R2 to approve Project Tasks instead of approving in Project level where the project manager can review the project tasks first prior to publishing it for the employee to enter their timesheet?And is there anyway that the project manager can reject particular timesheet in a particular line item in the project task instead of rejecting everything at one in the whole week?( The employee is sometimes confuse on which timesheet that is actually rejected in the line item. )Is there anyway to rename the menu in acumatica? if we want to rename the word “TimeCard” in the menu to something else. Thanks a bunch. 

I have installed Acumatica on dozens of laptops running Windows 10 without any issues. I’ve tried installing it on Windows 12 Server and Windows 19 Server and whilst it installs I cannot login to the site.I’ve tried it with the database on the same server or a different server, running the site on port 80 or 443 using different browsers, but everything ends up generating the same error.After entering the default username and password (admin, setup), press enter, after a few minutes it errors: 

Is it possible to automatically add a non-stock item when a specific sales order type is selected/created? For example, we would like to be able to have a non-stock item automatically added to orders from a specific channel to make sure promotional materials specific to that channel are included in the shipment.

Hi, I’ve been trying to set up a dunning fee for dunning letters. The following is the dunning setup: Then I prepare the letter and prepare to release it: But when I release it the fee reference number is not generated and there is not dunning fee invoice either: Am I making a mistake somewhere causing the dunning fee to not be created?Side note: Are dunning fees always fixed price? Are there other options for calculating the fee, say based on a percentage of the amount overdue?Any help and insight will be deeply appreciated, thanks.

Hi,I need to import about 5-6 Service Order Types in Service Billing under Customers. My import scenario is only doing one line item. Here is a screenshot below. What is the trick to importing multiple line items in one import scenario. Let me know.