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We put all work done and materials to the wrong project. Is there a way to put it all to the correct project?

Hi all.Can you help me to find 2021R1 Release Notes?Thank you! 

Hi:Our client is used to filter his legacy Crystal Reports using the condition [CustID] Not Equal 9*.Crystal generates the correct SQL clause as Where [CustID] Not Like ‘9%’.What would be the equivalent syntax in Report Designer’s Additional Filtering Conditions?We don’t have an option like “Does Not Start With” I could generate the correct filter using Parameters, but the client may want to use multiple ‘Not equal’, so it would be ideal to use the Additional Filtering Conditions. Thanks

Is there a way to schedule operations when they should start or end?For example:First operation (start immediately)Second operation (start after 1st operation)Third operation (start in parallel with the 2nd operation)Fourth operation (start after completion of all operations)Case study: Modules are being produced. The process looks as follows: 1st operation: Cut tubes2nd work step: Clean tubes3rd operation: Cut cables4th operation: laying cables and pipesOperations 2 and 3 should be run in parallel.Theoretically, operations 2 and 3 could be created as subassemblies. However, in the case of complicated production orders, it quickly becomes confusing and nested, because there can be a large number of open production orders. Does anyone know how this process can be mapped more simply?

Hello All,I am attempting to create a bill of material to process packaging. The amount of material that we package changes very often, but each finished product still only requires one of each packaging material.For example: One order may call for 20 widgets, and it will require one box and one strap to package it. Another order may call for 18 widgets, but still requires the same one box and one strap for packaging.In creating the bill of material I’d like to make the amount of packaging material fixed and w/o making a plethora of BOMs to cover every potential order I may encounter (there are a lot). I’d like to do this without allocating fractions of material (i.e. divide one box by 20 so the system generates one full box for a order of 20 widgets).It seems like this should be a common occurrence, and I’d expect the system to have a solution for this. Am I missing something? 

Hi,May I ask how to write off a small difference amount from the Vendor PO with the actual amount we paid.For Example, the Vendor PO is $1000.93, and the amount we paid is $1000.95. I know that for customer we can enable the write off function and set a write off limit, how about vendor?

I’ve so far not been able to determine how to import a foreign currency journal. There doesn’t appear to be a way to access the View Base/Cury button that is on the page and on the Transaction Details entity, there is only Debit Amount & Credit Amount. I’ve been able to assign the required currency, rate, type, effdt on the batch summary but I can’t get the amounts to go to the right place. I’m trying to create a journal similar to the system generated revals. So it needs to have a zero foreign amount and a manually calculated base amount. I have a GI which gives me all the required data. I just can’t import it correctly. The amounts are ending up in the foregin currency debits / credits (which need to be zero) - i want them in the base currency amounts.Has anyone had any luck doing this?

My company adds $3.75 handling fee to outbound UPS shipments. This amount is added to the freight cost we incur from the carrier (UPS), the sum of the two quantities (freight cost + our handling fee) are combined and billed to the customer on their invoice. I see handling charges can be added using SHIPPING TERMS, which can be assigned within CUSTOMER CLASSES. However, if I have a sale that is delivered via my company’s truck or if the customer picks up at my facility there should not be a shipping and handling charge. I’d like to avoid relying on users to manually change the SHIPPING TERMS on a sales order each time there is a customer pickup or deliver via our truck. Is there a way to attach the shipping and handling charge to SHIP VIA or CARRIER so this is automated? There must be something I’m missing in order to accomplish this. We are not the only company to use freight padding.Thank you,Matt

I am attempting to create our own subcontract form in report designer. I am using the ABC Contractor -Subcontractor Agreement (CSA). Can anyone help me line up the columns so I can have each paragraph have a title and then the next paragraphs title will only display when the next paragraph appears. Title column is on left & Paragraphs are on right (there are blank text boxes between each row)This appears not as expected and instead repeats the Left (title) column in the first paragraph. Instead of 1 title / per paragraph.See left column, repeats 4 title rows per 1 paragraph.Any ideas how to align the title with its corresponding paragraph?? 

I am trying to make a generic inquiry to pull appointments that have inventory allocated to them. Does anyone know how to make this a generic inquiry?

How does one tie the Data Entry Settings to the specific Item Class (or to the items within the class) instead of by Production Order Type or as a general setting?  If the Default Order Type is tied to the Item Class, then most of the other Data Entry Settings can be tied to the Item Class by creating a separate Production Order Type for each Item Class, but I don’t know how to set that for an Item Class. 

Please share your ideas on how to create a “broadcast” message to all users, or a means to put a notice on the screen when a user logs in.In other systems, this is helpful to advise when system maintenance is being scheduled or new features introduced.Thank you.

Hello,Our client needs to track the location and use of medical devices after they have been sold to their customer.  I was planning on using service orders to do this but there appear to be no place to record that an item of equipment has been moved from one location to the other.  These moves need to be tracked. Does anyone have any recommendations? Thanks James

how to get account name and account balance in Acoounts through rest Api

Hi everyone.Is it possible to import all my template items I created in sandbox acumatica to another acumatica? Thank you. 

Hello,       I met a case, user miss put 66.2 cases line item on invoice, which should be 66.2 lb. The “real” shipment is 66.2 lb. And AR total is correct. So it is just system document typo error. Then I manually created a credit memo, which is to get 66.2 cases back(virtually) and issue 66.2 lb.       Then I found out the IN issues based on this credit memo is automatically released. However, the cost of the returned 66.2 cases is 0.      Which I’d like to be the same cost as the sold items. Such as $6 per cases.        It might be my mistake, that I just added the credit memo lines manually. I am not sure, if I used the “add return line” function, whether the cost would be input as I expected. But sometimes it is the quickest way to do it, and users are preferring using this way (add lines directly), because it is quick.         If I would like the customer return at original cost, what is the best way to do it?

The quantity open on PO per the inventory summary is overstated. One PO (PO001122) line is duplicated in the summary and the MRP detail inquiry, but is correct on the PO line inquiry and the actual PO. The promised date was changed for a couple items on this PO (supply chain issues) but only one line is being duplicated.We have run “Recalculate Inventory” and the error did not resolve. Also tried editing both the PO and the line but the duplicate is not clearing. Below are screen prints showing the discrepancy:We’re at a loss to figure out why this discrepancy occurred and how to resolve it. Any thoughts or suggestions would be appreciated. Thanks!

When I reclassify the journal transaction, the line with zero cost did not appear. Can I confirm that for zero cost item, we are not able to reclassify to another account? Or what can I do instead? thank you 

Hello,        I have a requirement to send a report to vendor in excel format using Email.I know this can be done by report designer and “report template”. But, right now, this report is simply wrote in GI. So I am asking is there a way to directly prepare this excel report and send by email.      I also know a way to prepare the excel report in automation by using export scenario, however, in this way, It seems I can just upload this prepared file using SFTP or FTP, while our vendor insisted receiving the report by email.      So can anybody help me?

What is the best way to reset admin’s password?  I cannot access one of our tenant for whatever the reason with admin log in. 

Every Purchase Order requires a Vendor. Every Item has a Vendor attached to it. How do I tell a PO to only allow line items who are set for the vendor on the PO? Example: I am buying from Bob on a PO, but Acumatica lets me try to buy an item that is only sold by Frank. If a PO is for Bob, why can’t the item selector only show me items buyable from Bob? I don’t care about the things I can buy from Frank. This would also help ensure that the vendors are attached properly (like Bob sells Milk, but I don’t see Milk on my list, so I know something is off on the item). Hopefully this is a toggle somewhere I’m missing.

When I close out AP payments, that event is supposed to trigger the email remittance generation, it is not triggering an email generation for payments that have a debit adjustment applied to them (it works for invoices with credit adjustments applied though).  I can’t figure out what I am missing in my fields to get this to work. I have attached the business events screen to show the trigger conditions that I have set. 

HiIn this topicI was provided by custom screen with a help of which I can store inputted credentials to databaseIt was done for Acumatica on Prem, which is deployed with local DataBase to which I save credentials data.But what to do in case with Acumatica Cloud ? Does Acumatica have an ability to give an access to it’s db for saving data or it can be reconfigured somehow for saving data to local db ?

How can I modify the User Report or Create a GI to include Active Directory Roles by User? Currently only Roles for Native Users show up or Overridden Roles for Active Directory Users.

hi, have anyone face similar issue before? This issue happens randomly. The selected item in MRP Display is different from the create dialog box. If the planner have to process many items, it can easily lead to mistakes.