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Good day,I have imported Historical sales orders from 2021; I would like to create shipments and prepare invoices and then apply payment closing the invoice in one import scenario.  i have created all the sales orders in open status.Can anyone direct me or have something they used for this scenario.Thank youEvan

On the Lead profile screen (CR301000), I created a custom field to store a string values called UsrDepartment.  I also created the same field on the Contact profile screen (CR302000).  When the user chooses to “Create Contact” from the Lead profile, it correctly creates the contact.  However, the data in the custom field I created doesn’t automatically carry over.  How and where can I add logic to copy the value over from the lead to the contact?

When sales orders are pushed into Acumatica and are in a status of Open but the Sales Order has not been approved in Acumatica, the BigCommerce Connector pushes back a status update to the order in BigCommerce and changes the order status to “Manual Verification Required”.  Is there a way we can change that mapping and/or ignore that in the connector?

I am creating a business event using a GI that returns a count of records in the SOOrder.CustomerOrderNbr field.  We use the GI to search for duplicate values in that field and the GI has a ‘count’ field in the results. The business event needs to trigger when that count value is greater than or equal to 2.  I have not been successful with returning the correct values.  It sends each new record inserted instead of following all the conditions. My conditions (Operations) are where there is a Record Inserted and the Count of the customer order # field is >= 2.  It seems to be ignoring the count condition.  I am new to this so very well may be missing something.  Your insight and help is much appreciated.  Thanks!    

Hi, I setup Non-Stock Items to G/L accounts that are defaulted to a specific G/L and Subaccount then linked to the project. However, when I code my A/P Invoices against the project the default expense account pulls through but not the subaccount. Do you know why this is happening? Here are some screenshots of project preferences and Non-Stock Setup. Note: We do not have the Inventory Module setup. Project Preferences: Non-Stock Items Part 1: Non-Stock Items Part 2:   

Why would the = [Page Of] not calculate all the pages in report designer? Does the location matter?

We have a client migrating from Sage 100 to Acumatica.  Currently, the have their Sage Sales Order form customized to Page Break after the user enters an * in the Item field in the SO entry screen.  I see there is a page break option which can be done by groups but don’t see how to accomplish the client’s need of user defined page breaks.  Anybody have any ideas on this one?  Crystal Reports/Sage 100 seems to handle this quite nicely  but stumped on how to do it in Acumatica.

Does anyone know how to have the sales price from the “Sales Prices” show up as a column on the Inventory Items query?I have been able to do it, but it duplicates the inventory items many times. Here is how I built the relationships: What am I missing? 

@Naveen, colleagues,what is the best way of setting up a Project with recurring billing to generate Invoices every second week/bi-weekly? We’ve added the Projects Module recently; before the addition, the bi-weekly billing was achieved by setting up a schedule for AR Invoices.We bill clients in accordance with contracts every second week. The amounts are fixed and change only once a year. From time to time, we also re-bill Customers for some supplies. Now we need to get it automated with the Projects Module. 

Job is done after one billing (AR Reference Nbr. 000330) I released retainage on this invoice, creating a retainage AR Reference Nbr. 000331, and then released this Back in Construction tab I tried two different methods: First, I reduced the summary tab (and revenue tab) retainage down to 0% and then clicked Run Project Billingè.  This produced an AIA document that stated a Current Payment Due of $0.00   I deleted the above Pro Forma and brought the summary (and revenue) tab retainage back up to 5% and clicked Run Project Billing.  This, too, produced an AIA document that stated $0.00 as the Current Payment Due The total Current Payment Due SHOULD be $7,450, which is 5% of the total contract $149,000.

Does anyone know if it is possible to show the “Quantity on Hand” as a column in the Generic inquiry for Stock Items?

Hello everyone!I have a problem in the manufacturing moduleHow is a production order received and the finished product inventory updated?thanks

Hi All,I’m trying to create an Import Scenario for importing Sales Orders SO301000 and I get the “The save button is disabled” error.My import mapping as image: File data as attached.Appreciate your advice with any missing I got.Thanks in advance,Yên Chi   

Hello Everyone, In standard journal transaction window we can’t see the column of account class.Is there a way to make it visible upon creation of journal transactions? Thank you !  

Hello everyone,I am working on report Purchase Receipt that will display all items in the gridand also show the sum of Landed costs with code <> “IMP” I tried to join table POReceiptLandedCostDetails to POReceipt  But the report return duplicate row:Could you please advise me how to get LandCost related Purchase Receipt without causing duplicate data of POReceiptLine? Please find the report in attachment. Regards,Khoi

Good day,  All my import vendor and customer scenarios have changed when we upgraded to 2022 R1.  I am trying to load new vendors.  The error message BAccount is Inactive.  it is a new account. see the attached HTML Your assistance is greatly appreciated.Evan  

Hi Everyone,I have some inquiry regarding on the approval matrix that I need to set up.Here's the scenarioIf the Sales Agent put the Unit Price on the Sales Order less than the Unit Cost of an item. It will be subject to approval.but on the approval matrix, when I select the field name as unit cost and the condition is greater than the value is it a numeric digit, not a unit price? Is there a way to set up the requirements?  Thank you !

do you have any video to do a physichal inventory by scan

We use various status’ on service orders to indicate where in the service process an order resides. We have a request from our service group on whether we can provide insight into the number of days a service order takes from one status to another. Does Acumatica have this ability to track time within a certain status or time between status’?

We have a client that needs to implement Stripe so payments from events can be uploaded automatically into Acumatica under a general Customer ID. Then these transactions would be offset against a project under the Projects number and Project Task. Do we need to get a connector through an ISV for this? I know Acumatica has a license feature for Stripe. Any insight would be helpful or instructions? 

Does anyone have experience with loading project balances.  We have approx. 300 projects “live” that need to be brought over to Acumatica.  Once the projects are loaded, how best to perform a mass update on project cost / revenue received to date? If possible, just focusing on cost-to-date ATM.  We’ll make a very simple budget structure that just relates to “cost types”  Cost-to-date needs to be loaded against this simple structure.

Good day,We just upgraded to 2022 R1.  Most every time I save changes to a GI I get the below message.Anyone know what the issue is and why I getting this message.  My changes are saved.  Not sure if anyone else has the issue Error message.Thank you  Error: Another process has added the 'MUIFavoriteScreen' record. Your changes will be lost.

Hello,We are attempting to use the “Print Invoice and Memos” screen to send out a large number of invoices at the end of the month. We have the customer classes set up in the AR preferences to send the invoices to specific contacts (Screenshot below). when we processed the invoice through the “print invoice and memos” Screen, it was only sent to the primary contact. I have attached another screenshot of Customer mailing preferences. Are we missing a step to use this for this customer class?AR preferences > Customer Classes Customer Mailing and printing settings:  

I added UDFs to the EP305000 screen in the Details Tab.  You can see here that the data is saving to the DB as expected. (Customer, MEP ID, Advisor ID, Product Line ID)I want to take the data after the hyphen in the Customer number field and put it into the Plan ID UDF.When I added the fields, it created a DAC Extension in PMTimeActivity.In the Project Editor, if I choose to add a handler on the Field Updated event for the Customer field, It creates a graph Extension as here:So, the DAC extension is as follows as public class PMTimeActivityExt : PXCacheExtension<PX.Objects.CR.PMTimeActivity>but the graph extension is public class TimeCardMaint_Extension : PXGraphExtension<TimeCardMaint>This obviously won’t compile as the cache is not PMTimeActivity, but rather it is EPTimecardDetail.PMTimeActivityExt myExt = PXCache<EPTimecardDetail>.GetExtension<PMTimeActivityExt>(row);How can I get a reference to the DAC Extension when the cache is different from what the grap

Hi Team,Are we missing a step here as this list seems to be grow every month whenever we want to "close a financial period" in the inventory module? Thank you!