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In the Projects Commitments Tab. How do I add columns for Original Budget, Revised Budget, Billed to date, and paid to date. It would be much easier to see this on the commitment tab summary vs having to go to various other locations. This information is needed when reviewing and approving invoices and reviewing work complete vs what is being billed by each contractor

Hello team,I am new to the software. I busy building my own screen.I have added a button on my screen, and the action i want it to perform is to clear all my textbox. Where or how do i perform the action for this.   Please i am struggling a lot.Regards M.C. 

We need to record somewhere the most recent completed order date for a customer so we can report later on how recently a customer made an order.  Is there any way to do this automatically when changing status to Completed on the Sales Order? The field we want to update is on the Customer record. Is this something that can be done using a Customization?

Hello EveryoneIs there is any way to read data available in a Generic Inquiry from inside of customization and do some processing on that?  Any ideas or thoughts on this?

Hi All, @Naveen B,  I have set up an  Automation Schedule for “Refresh Currency Rates”.  I will only update the previous day rather than the date that it runs.  Also the schedule just stops running ever few days.  Is this a known issue?  Any response appreciated.My settings for the Schedule is as follows:- 

Hi All, @Irina, @Naveen B , When going into the “Write off Balances and Credits” screen and running this to write off Balances, the client would like an approval prior to the document posting.  Is this possible as I cant seem to get anything working? Cheers,Laura 

Hi All,We have problem in accessing the acumatica modules, when we connect using the “Server name: acumatica.xxx.com” and get the below error in screenshot. If we connect using IP address and localhost, then no issues, we can able to access all the modules in acumatica. Already we checked our DNS configuration, everything looks good. This issue happens suddenly.Please help me on this.Acumatica ERP Version: 2021 R1 Regards,Ramya

My staff forgot to do Update IN during Shipment process then accounting continue to do invoicing make the item still have Qty On Hand.Please advise how to create an Issues to make QOH zero without having ‘Available for Issue’. Thanks,Idrus

Hi SirWe do a chart in dashboard, however we notice that the below in Black box -SSD is 4% margin. However , from the database , the margin should be negative 6% Is there anyone can advise what is the reason?Herewith the screenshot of dashboard and the chart configure for your reference/   

Since upgrading to 2021R1 we are having an issue where if you are in the licensed tenant and open a new browser to open test tenant, it logs you out of the licensed tenant.  Has anyone noticed this behavior lately? 

Hello, I want to create a dropdown list and feed it with the same data as the object name field in the import scenario screen. 

On a Purchase Order, is there a more efficient way to enter a different Ship-To Address and Ship-To Contact (of our company) than by checking 'Override' and typing in an alternate address/contact?  

HiIn previous topic I asked hot co call event when the Save button is pressed -  Now, I need to do the same, but call the event when the user presses RELEASE buttonOne important moment Previously it was advised to use such sample of code in order to ensure that the event will be called only one Is there any need to add additional checks for release event in order to ensure that such event will be called only once ?

Is there a way to change “All Customers” statement settings to (Print Statements)?

The Inventory Trend KPI is not returning any data. It uses the DB GL History generic inquiry filtered by “Inventory” class GL accounts. The KPI setup is as follows with the “Filter Settings” based on the Inventory filter.:The Inventory tab on the GI looks as follows:The drilldown tab of the GI returns no records and the filter settings include date parameters.Where are those date parameters coming from and how can I work around them? I’m pretty certain that is causing the lack of data since the “Fin. Date” is month end and the dates being added to the filter are based on the current date. Thanks!

Hello.We have a Customer that would like to generate LotSerialNbrs already in the Purchase Orders and not in the Purchase Receipts as sort a “Comissionnumber”.I noticed inside of the Customization Project Editor, that a field “Lot Serial Number” already exists inside of the Details Grid of the PurchaseOrders. But when i make it visible, there is no way to generate new Numbers and if i enter manually some numbers, they don’t get transfered to the Purchase Receipt.Is there a way to make it usable?Or maybe a already existing Customization/Way? Greetings

Hi,I’m importing trial balance . the debit and credit amounts exactly tally in the excel. but system keep showing below error. Appreciate your help. Thanks,Dulanjana 

We would like to know how you addressed Revision control for Inventory and Manufacturing within Acumatica.  We are in the Life Science industry and we have regulatory requirements around Revision control at the item level.  We are considering native Acumatica and QMS for Acumatica but neither seems to address this.  If you have experience with this matter within Acumatica, please share.

Hi,I am working on a customization and I am looking to automatically save the default values in a setup form when the customization is installed. We would like to have the record inserted into the database without users needing to go to the setup form.I am using a constructor in the setup graph to insert a record but I am getting an error: “The cache PageSetup has not been found in the list of auto-initialized caches.”Is there a better approach for this? I have included my code below. Thank you! public SelectFrom<PageSetup>.View Setup;public PageSetupMaint() // Constructor{     // Check if a record exists in the database     PXResultset<PageSetup> recs = PXSelect<PageSetup,     Where<PageSetup.dnloadStockItem, Equal<Required<PageSetup.dnloadStockItem>>>>.Select(this);     if (recs.Count < 1)     {          Setup.Insert(new PageSetup());          Save.Press();     }}

Hi,I created one new Selector field in Stock Item Custom Tab.In screen level records are showing in selector.. But In mobile screen I am not able to get the values for that Selector field.Can you help me on this how to approach on this issue. Below is the  Selector Field #region TSStorageCondID[PXDBInt(IsKey = true)] [PXSelector(typeof(Search<TSStorageConditions.storageCondID, Where<TSStorageConditions.active, Equal<True>>>),typeof(TSStorageConditions.storageCondCD),typeof(TSStorageConditions.descr),SubstituteKey = typeof(TSStorageConditions.storageCondCD),DescriptionField = typeof(TSStorageConditions.descr), ValidateValue = false)][PXUIField(DisplayName = "Storage Condition ID")]public virtual int? TSStorageCondID { get; set; }public abstract class tSStorageCondID : PX.Data.BQL.BqlInt.Field<tSStorageCondID>{}#endregion Thanks. 

Hi,Previously I developed application that generates file when some Payment is SavedIt was done by calling this event  Now I need to do the same for ChecksI tried to create similar event , but I do not know how to define  such event One important moment  that the event must be called only once, due to it generates file.It was advised to use that part of code  e.Cache.VerifyFieldAndRaiseException<ARPayment.refNbr>(e.Row);And it perfectly worked the event was called only by once. How to do same for Cheks and Payments as what was done for Payments and Applications entity ?

Hello,Our company has finally joined the 21st century and is using a shared inbox instead of having customers directly message “their favorite” internal sales person their purchase order.  The problem we have been running into is that since multiple people are processing orders from a shared inbox, orders are being duplicated.While one could argue that there is a prevention system for this within Acumatica, I’m going to argue against that. This is the only warning you receive and it is completely inadequate.  There are so many little yellow warnings all over everything on every single screen it becomes just another part of “warning fatigue.”  We need a very obvious pop-up note or something to make the person entering the order re-think and check to see if the order has already been input.I realize that “Nathan” is not a proper PO number, however, sometimes you’ll just get a customer that calls or sends over an e-mail and says just use “Nathan” or “Verbal Nathan” as my PO for this order

Hello,I am using INItemSiteHistDay to do some inventory analysis.  As a gut check, I subtotaled on inventory ID and compared the results to the total of all warehouse quantities in the stock item screen.Sometimes (not always) my results do not match what is displayed for the total of all warehouse quantities.I am wondering if I am missing something in the following formulas, or if INItemSiteHistDay does not actually hold all inventory transactions.These are the formulas I am using:QtyIn =  INItemSiteHistDay.qtyReceived + INItemSiteHistDay.qtyTransferIn + INItemSiteHistDay.qtyAssemblyIn  QtyOut = INItemSiteHistDay.qtyIssued + INItemSiteHistDay.qtySales + INItemSiteHistDay.qtyCreditMemos + INItemSiteHistDay.qtyTransferOut + INItemSiteHistDay.qtyAssemblyOut Thanks for any assistance!

Can anyone explain to me the difference between the non-stock types?LaborServiceChargeExpenseI know what they mean but do they each serve a different purpose functionality wise?Thanks!

I need to import the unique sales Order records from Database table to Prepare Invoices.How to use “SOURCE RESTRICTION” in this case.?