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I brought back a copy of the Finance Basics course from the Acumatica Conference for our Controller. She has been working through it, but is confused because the instructions don’t quite match up to the guide. For example, financial periods are not open for the 2022 time period (this can be fixed by opening financial periods for 2022). In addition, for example, when reversing a transaction on page 10, it says to find the transaction on 2/25/2022...but this doesn’t exist. It does exist for 2/25/2021.I would like to fix this problem, so that the user doesn’t keep having to second guess the training materials or work around them. Is the fix here to just change 2022 to 2021 for all instructions? Can someone advise? We are using u100 from 2022 R1 currently. I have attached the Learner training guide from the conference.

In Field Service we mostly care about the service address, which would be the Customer Location address.  We need to be able to have the user, in the Service Order screen, enter in an address and have the system match it to a customer record and populate the Customer field and the Location field with the match.  I am not a developer and would like to know if this is addressable either by a Workflow type customization. I have tried using Actions/Navigation:Search Records but the closest I have come is to allow a popup of the Customer Location GI.  This could possible work if the user could use the popup GI and search the address, select the customer and have it populate in the Customer field with the corresponding Location ID. Any ideas or pointers would be great.  Thanks.

Hi guys After copied data I am not able to paste because Paste option in disable how can I get data by pasting. 

Is there a way to change the probability values based on the stage the opportunity is at?  If so, how?  An example for further clarification would be I want the qualify stage to be 15% not 10%.   Thanks in advance,Tom

Several internal users and our construction clients use Bluebeam Revu software to view pdf’s and for other functions.  Our Subcontract docs produced in Acumatica appear like this to a Bluebeam user……Has anyone else experienced this and is there a fix?

Is there a way to filter the schema objects using the SQL connector in a data provider?While I am only using one table I see reference to all the tables in the import scenario XML 

we have been testing the PDF Annotator and have ran into a problem with it.  We have found that if the extension (.PDF) is in uppercase then the annotator doesn’t recognize the file as being PDF.  One of our major suppliers send their bills as PDF and the extension is uppercase.  This means that they won’t show up in the Annotator.We would would have to rename each bill for it to work.  Has anyone else seen this and any suggestions on fixing this.

I am trying to add a new field to the Sales Order Entry screen.  I created a new field as a DAC Extension:namespace PX.Objects.SO{ public class SOOrderExt : PXCacheExtension<PX.Objects.SO.SOOrder> { #region UsrCustomField [PXString] [PXUIField(DisplayName="Price Class ID", IsReadOnly = true)] public virtual string UsrPriceClassID { get; set; } public abstract class usrPriceClassID : PX.Data.BQL.BqlString.Field<usrPriceClassID> { } #endregion }}I have added the new field to appear on the screen of the Sales Order Form. I want to set the value of this field when the Location is changed.I have the code to get the value I want to insert into it but I’m not sure how to access the field in the Event Handler under SOOrderEntry.I tried: protected void SOOrder_CustomerLocationID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler) { if(InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (SOOrd

 Good Morning Forum Members,We are currently in an implementation with our client. I have reached out to support and escalated the issue, but unable to get a sufficient response for the client. They have several process work flow issues with how Acumatica handles shipping. These are some concerns they have with Pick, Pack, Ship features:What happens if they are picking an order into totes and the tote is full? The Pick, Pack, Ship screen requires the user to enter a tote ID for each shipment in the picklist. However, when that tote is full, can the user scan another tote ID for the shipment?Can multiple picklists be shipped together?Can we re-open a package to add additional items? Once confirmed, is there a way to re-open packages to add additional items?Are they able to combine shipments after the picking is done? Thank you in advance, I would really appreciate some insight on this process.   

Is there a way to export record notes from an SO to BigCommerce?I’m currently working with a user who needs to make timestamped document notes on a Sales Order to update customers on their order statuses.Currently attempting to leverage Export Mapping on the Entities screen, however I am getting an error. Any thoughts/ideas? Thanks!

Hey ! I currently face difficulty with filtrering query results  :I often need to restrict the documents visible for user (ie Invoices or P.O.) I use the @me parameter but I also need to keep the abaility for the general accounting users to see all the lines without restriction (They may not be the creator, last modificator or owner). Is the a way to pass the workgroupID of the curent user in parameter  or an other way to escap filtrering with condition of the curent user ?    Thanks for your help. Cécile 

Hi in my Processing Screen am bring line wise details (SOLine Wise) means if we have 10 line items 10 times it will display When we click on One line of the record it has to get selected for all records which are related to that particular order type order number  i tried all possibilities in all events but it is not workingIt was unbound field and now i made it bound still it is not working   can u pls Share with the answers

Hi All, @Naveen B,I am in the middle of creating an Import Scenario to load Configurator Items.  The attached is what I have so far.  The Summary and Feature load however only the second inventory loads.What am I missing please.  Error:-”Field: Label, Value: Colour, Error: An attempt was made to add a duplicate entry.”Sample also attached.Regards,Laura

Hi, There was an error while we are uploading the Employee.  Regards

Hello  I have an PXDbInt in my DAC. I want it to be fixed length 4. I tried it will Min and Max Value but it is not working. Any suggestion or alternative? Thanks

Any idea what will happen to the custom fields or attributes and user defined fields if you upgrade Acumatica to any new version? will they be destroyed (I don’t think so) or you need to remapped them or nothing will happen to them they will stay functional as they were?

Good afternoon,i have a mess to clean up with integration that created multiple fathom business/customer accounts with the same name but a different account number.  They created when the integration went out of control.  Now, i need away to clean up and delete these  business accounts/ customer profile.  Any suggestions?  Import Scenario?  I don’t want to manually have delete them.Thank youEvan

Does anyone know if Acumatica supports 'box' functionality that allows for a given stock item to have multiple 'boxes' for storing the item in several inventory locations.Context is a stock item that is received as multiple boxes (say 3) with 1 of 3, 2 of 3 and 3 of 3 stored in different possibly locations. Wasn’t sure if this was supported today and if so, where I could find more details. Any insight, greatly appreciated. Thanks,Dave

Is the a way to change the default time when creating a new time activity in a daily field report from 9:00 AM to 8:00 AM?  

I am trying to create a purchase receipt approval.  The customer would like to review them before the receipt moves forward.  Is there a best way to set up a process for this?

Is there any way to auto or manually merge cases within the case management module? RegardsAmrit

I am struggling to even get started writing a Balance Sheet report on ARM. I have managed to cobble together a P&L which works but have no idea about how to start with the Balance Sheet coding. There were no basic templates on our system so I wonder if someone could give me a suggestion for column settings, using the basic balance sheet rules. I am fine with the rows.  

Has anyone found an elegant way to create shift schedules for organizations with rotating shifts?  We are trying to configure a system for an organization with multiple branch locations.  There may be a few basic shift patterns (e.g. two weeks on day shift, then 1 week on night shift).  They want a simpler way to have employees’ scheduled available hours on the calendar boards to change according to their weekly shift.

My MRP is asking me to delete items from an RC Order (I think) and I am not understanding why. Can anyone shed some light on this situation so I may try to get it cleared off my list? Any help is greatly appreciated, Thanks! 

Hello Guys,it’s possible to enable a specific button even in closed invoice?