Solved

I need to be able to export a listing showing all vendors, along with their main address and tax registration and contact information.  Does anyone have a report created that I could upload, or give me some assistance on how to create that?  I am new to Acumatica and not very skilled at the report designer or generic inquiry, but have tinkered a bit with both.  Not very successfully!Any help would be greatly appreciated!

Struggling to find a way to link the  PX.Objects.PM.PMCommitment to the PX.Objects.PO.POOrder record in a GI or to show it during the PO entry screen.  User needs to see what the original amoount was separate from revised after change orders in the system.  That information seems to be in the PM Committment record but cant link it to the POOrder, any insights would be appreciated!

Is it possible to delete or edit an Expense Claim that has already been released in the system?  Can’t find anything anywhere on this topic??

I am trying to post a Sales Order type IN. I enter the line information, ie the inventory-id, location, quantity etc. I enter the lot/serial number. When I click plus to enter a new line the system erases my lot/serial number. I don’t know what I am doing wrong.

Hi, A client, at version 2020 R2, wants to eliminate the Email Invoice/Memo Action on the AR Invoices and Memos. I tried to set the Visible value to false on the Form specific option but that did not do anything. In 2021r2, I can do this fairly easily by selecting & setting the action to hidden. Is there anyway to eliminate this action without coding? Thanks,Bill 

How can you restrict access to Cash Books Under banking. I need certain users to access 2 or 3 cash books and only 1 other user to access a separate 2 cash book accounts?

Hi All, @Naveen B,I need to pick up the address against the “To Warehouse”.  I am receiving the error “Response is not well formed” when previewing the form in Report Designer.I have tried the joins in MySQL and it works fine however when adding it to the Report build schema it doesn’t.  MySQL:-SELECT insite.descr, AddressLine1, Tositeid, insite.siteid FROM inregisterjoin insite on insite.SiteID = inregister.ToSiteIDjoin address on address.addressid = insite.addressidwhere RefNbr = '000291';………………………………………..Report table joins to get to the warehouse address fields (tables = INSITE and Address) :- Any help appreciated. Do I need to use the “Alias” column?  I am unable to load the report hence the screenshots above.Regards,Laura

We’re finally starting to get a handle on Availability and Alloctions...I think We have a DEMO location with items we do not want included for normal Sales operations, but do occasionally ship to customers or distributors.  Unchecking the “Include in Qty. Available” is a necessity since we do not want these items to be considered as available for normal Sales Orders.  However, with “Sales Allowed” still checked, we can add the items from that location to a Sales Order, but we cannot create a Shipment. The documentation says this:Include in Qty. Available A check box that you select if the quantities of goods available at this location will be included in the quantities of available goods and used in shipments and transfers. Sales Allowed A check box that you select if only issues (direct inventory issues as well as the issues generated from sales orders) are allowed for the location. You clear the check box if no inventory transactions are allowed for this location, except for i

Can someone help to solve this problem? each item shows double on the order confirmation, see attachment.   

When will the new 2022 WA LTC payroll tax be integrated in the software, so that I can attach / exempt the tax to each employees tax profile.

Hello, I receive the following error message when I attempt to upload an XML file to the data provider screen:My XML file I’m trying to upload is a Tree format which should be readable through Acumatica, so not sure why I’m receiving the error. Any help would be appreciated. J

Hello,I know the vast majority of Acumatica source code is accessible under App_Data/Code_Repository. However, it looks like only a small amount of items in the PXData namespace are available. Is there any way to view the implementations of all classes under the PXData namespace (specifically I am interested in MatchWithBranch: https://help-2021r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=b8c20406-7217-b865-6bf2-90658262610d))? Thanks!

Hi I need to create Open Invoices for adding them Payments and Application. I just need to create 20 invoices in order to add 20 rows for payment in order to test data generation As I understood only Open Invoices could be added to “Document to Apply” tab and only with same Customer So, how to make Invoice status “Open”  ?If you know more fast way to generate 20 rows for “Document To Apply” tab for payment than creating 20 Invoices individually, I will be very grateful 

I have a grid that has a multiline text field (max 500 char) in it. The text could be very short that fits in one line or lengthy that needs to be broken down to multiple lines when displayed. I was wondering is the any way in Acumatica to dynamically change each line of grid height depending on the number of lines needed to show the full text? 

Hi!Could someone help me to understand why this Import Scenario is showing me an Customer ID error and also validate the mapping? I want to import SO with the OrderNbr that the Numbering sequence is giving and with various lines per each SO.The next image is the import by scenario screen with the error: And this is the Mapping screen for the import: Attach to this post is the XML.Thank you for your help!

Hi All,We want to extend a Business Account to a Vendor using an Acumatica Webservice endpoint. In the past we were successful in making a POST request to extend Business Account to a Customer using ‘ConvertBusinessAccountToCustomer’. We were hoping if there is something like that event for extending to Vendor as well. Any leads on how to accomplish this would be greatly appreciated. Best Regards,Amruta

The Description field looks to be in default paragraph mode. Is there any limitation to the amount of information that can be added to this field? We have parts that require extensive technical descriptions.Do we have the ability to attach a document to this description?

Hi,I have done Custom in Purchase Order ScreenIn POLine level am trying to update Curyunitcost according to InventoryID -(Stock Item screen-Valuation Method-Specific)equal to 0it is updating but in header order total is updating with the price cost which is defined in stock items screen..From Where it is getting updating am not knowing..Please Suggest me with the Proper solution 

Hi. We have a client requiring setting up of approval maps for 156 branches for 12 modules 2 tier (preparer → reviewer) 3-tier (preparer → reviewer → approver)with conditions and rule actions. We believed we can expedite by either using import scenario or, worst case scenario,do a direct SQL.Anyone encounter such experience before? Thanks in advance. 

 When my company went live with Acumatica in 2019 we were given access to a preview release of the carrier integration for ShipEngine.  Last week upgraded to 2021 R1 (v21.117.0037) which includes this feature out of the box.  Before the upgrade I unpublished all customizations and did not republish the early release version we had been using.  Before this upgrade everything was working for us as expected between Acumatica and ShipEngine.After upgrading to 21R1 I had to modify our carriers to use our ShipEngine Account ID instead of the API Token that the preview release required.  After that change the Test Connection button on each carrier reports success.  However, when I edit a ShipVia based on one of these carriers the service method selector no longer loads in any of the services tied to our account.Due to this configuration issue, we are not able to successfully refresh rates or shop for rates from sales orders.  We are able to create shipments successfully with update 17, so I d

Hello,         We are having a scenario and I would like to know what is the best way to log them in system. Here is the scenario and what we are doing now:         Both “Costco” and “CITI bank” are vendors in our system.        We purchase some items from “Costco” using credit card. And in order to track inventory, we created a PO from Costco and received the items and generated the bill to Costco. We call bill 1 .        And also monthly, we get a bill from “CITI bank” including the total amount used in Costco and other amounts(means not the same with bill 1), like fuel, gas (not inventory item, so no POs). In order to log the payment, we also create a bill to “CITI Bank”. We call bill 2.          Now you see, on bill 1 and bill 2 we are actually having same item. so we don’t have to pay twice. And also we don’t have to double our liabilities.       Can anyone give me some directions to deal with this scenario in a best way.

We have 20 clients on MySQL (2019R2) which we plan to migrate to MS-SQL (2021R1)What are the requirements for such migration exercise?What would be the best practice in doing so?Was looking at 2 options,i.e :Migrate DB from MySQL to MSSQL or SnapshotAny advice would be greatly appreciated.Thanks in advance.

Is there a way to combine a Repair Order in Production with Equipment Management, so that equipment management is updated with changes made in the repair order.  Can the items of a BOM be added as a component to an item for equipment management?

I have added a custom field to AP Bills that entering value should be mandatory. On the AP Bill screen system shows a red astrix by the field label that when value entered turns its color to black. But system doesn’t force the user to enter value for it and accepts saving the form without having data in this field. I have made it “Required” as you can see below. Why?Here is the field definiatin: #region UsrCFApprovalRouteID public abstract class usrCFApprovalRouteID : PX.Data.BQL.BqlInt.Field<usrCFApprovalRouteID> { } protected Int32? _UsrCFApprovalRouteID; [PXDBInt()] [PXDefault(typeof(Search<SMUserPreferences_Extension.usrCFDefaultApprovalRouteID, Where<UserPreferences.userID, Equal<Current<AccessInfo.userID>>>>), PersistingCheck = PXPersistingCheck.Nothing)] [PXSelector(typeof(Search<UDCTEPApprovalRoute.approvalRouteID, Where<UDCTEPApprovalRoute.isActive, NotEqual<Fals

Hello, We want to track transactions that are discounted, due to a misprint/reprint (we decorate our products). I’m assuming Reason Codes on the SO Line is the best way to track this, but please suggest any good alternative ideas. Is there a way to make Reason Codes required for discounted SO Lines? Our users will forget to input a code unless we require it.