Solved

Hi SirAnyone can advise how to the transaction flow for the Return to Vendor Process in Acumatica as the return will be replacement back instead of refund the payment to us.We understand that once inventory issued , it will reflected to inventory stock ( reduced) and increase the cost of purchase. CR : INVENTORYDR : Purchase ( cost of good sold)However, if this return is send to vendor for repair/rework and it will be send back to us again.If based on above double entry , CR: Inventory and DR : Purchase , it will reduce the inventory qty and increase the purchase (cost of good sold)Not sure how it record in system while we waiting for the goods send back from vendor where not reflected the puchase and inventory? otherwise it will effected the cost of goods sold on particular month Hope to hear from you soon.Thank you 

Hello everyone, A total newbie here to Acumatica Report designer, so please forgive my question...but how to i precisely set the size of a group header section in the report designer?At the moment, there are about 4-5 blank lines that is being used up by the address section and it it pushing my document layout further down, so how do it fix this please?  Kind regards,Melq 

Is there a way to show the total of the line discounts, in the discount field and on the printed PO the same as when the whole document is discounted?  This would be easier to identify and compare with confirmations and invoices from vendors.

Has anybody attempted to set access rights based on conditions or is this even possible?For example - suppose I want a technician to have complete editing access to appointments, but once the status is changed to Completed, they now have View Only rights.Or, if the technician was assigned to the appointment, access rights = Delete, but if the technician was not assigned to the appointment, access rights = View Only. 

Hi SirCould you please check with you how i remove the red box pivot table that i create in one of my inquiry?  

When uploading a PDF invoice into Acumatica via Google Chrome v. 86.0.4240.111 it results in blank pages showing up in the uploaded document. We are running Acumatica Cloud ERP 2020 R1 Build 20.110.0017. This issue also occurred in our previous version of Acumatica Cloud ERP, but not the previous version of Google Chrome. This issue is occurring for multiple users on the same version of Acumatica Cloud ERP and Google Chrome. However, when the same PDF files are scanned first, then, uploaded, the issue does NOT occur. Any help with this issue would be greatly appreciated. Thank you!

Hello,Has anyone implemented a Yubico Yubikey to authenticate users login over the internet?Since we have remote workers and we don’t want unauthorized users to login.

Hi, This morning, I logged into Acumatica thinking I would make some final changes to an email campaign before sending. As a final check, just to make sure everything performs as I expect, I tried to send myself a test copy. However, when I attempted to do this, I ran into an error. “535: 5.7.3 Authentication unsuccessful.” Has anyone else experienced this problem? If so, could you help point me in the right direction to resolve it? I would greatly appreciate any advice the community can provide. I am fairly new to Acumatica’s marketing tools and am still trying to learn my way around.In case it’s helpful, I created a screen capture which shows the exact steps I took to create the email send which led up to the error. You may view it here: http://ior.ad/7hoVThanks,Laura

Does anybody know what this warning message means? It’s in the Run Appointment Billing and Run Service Order Billing screens. “Some Documents are not visible on this screen, they have not billing settings associated.”   

Hello,Is there a sweetlife snapshot with manufacturing data?

Hi Everybody,I know Acumatica is designed for cloud environment which I assume it means it is built for virtual environments.  Now… I have customers running Acumatica on physical servers who want to virtualise their Acumatica environment.  I’ve never thought of the following question:Are there any drawbacks/limitations to doing this virtualisation, I mean moving Acumatica to virtual machines?Many thanks for your thoughts and recommendations.

Would it be possible to create a repository screen of sorts to upload PDFs and have them appear as a list? The issue I am trying to mitigate is that with wikis you can upload files but you also need to grab the link associated with the file and then post it on the wiki. Is there any way around this or another screen that I am not aware of?

Does anyone know the correct field to set the check number to on the Micr line report.  If I set the check number parameter to PaymentMethodAccount.APLastRefNbr the whole line disappears.  If I take it out the account and routing numbers show up fine but no check number.  I have also tried APPaymnet.ExtRefNbr same results …..   Thank you. 

Hi Everyone, Could you please let me know how to Enable/Disable the default Acumatica upload action based on the conditions from the graph. If yes, can you please share the code snippet. Best Regards,Navee B

Hi would like to clarify the Acumatica system logic for inventory and purchase .does it mean system capture into purchase only Issue inventory ?  Credit : inventory , Debit : purchase ?once AP bill created , it will go to credit trade payable and debit to PO in accrual ?  if above understanding correct , Does it mean don’t have closing stock in Acumatica system? only purchase where equal to cost of good sold?  

Hi Everyone, In Generic Inquiry, is this possible to get the duplicate records count just like below sample SQL query. SELECT username, email, COUNT(*)FROM usersGROUP BY username, emailHAVING COUNT(*) > 1

Is there a way to submit a shipment method request to Fedex for Saturday delivery?  I do not see a shipment method in our instance of Acuamtica that has that service listed as an option.  I contacted a Fedex technical employee and he provided the following information, but I don’t know if this is something I can add in, if it needs to be a product enhancement, or if it’s already in there somewhere. Web services handles Saturday Delivery for Express shipments under the special services section.  Please keep in mind you also have to select the appropriate shipment date and service to go with Saturday delivery. (Ex.  FedEx 2 day will ship on a Thursday and be able to have Saturday Special service.  If you select Standard Overnight on a Monday with a special service of Saturday it will fail because Standard overnight sent on a Monday would be delivered on a Tuesday.)  Here is the transaction section for the special service.  The first and last lines is not needed for the special service bu

Hello,     I have a requirement that to sorting lines on pick list by item priority. Note: not by location priority. That is , supposing item A with priority 1, which is highest, item A would become the first line on pick list no matter what locations item A are stocked.     It is not too difficult on 1 warehouse situation. I just add a field on stock item screen to let user set 1 to 100. And sorting on pick list by this user field.      However, if the instance has multiple warehouses, and these warehouses might have different priorities on items. That would make things complicated.      A workable way I can think out of is such I add multiple fields on stock item, 1 field for 1 warehouse. And for different warehouses, using an independent pick list form which sorted by different priority field.     It can be a way to fulfill the need, but it is not quite smart. Can somebody give me a talent idea? Thank you in advance.

Hi Everyone,We are seeing few of the customers having incorrect balances and everytime when we observe this we are running the “Validate Customer Balances’ processing screen then Customers are updating with the proper balances.As we have huge number of customers in the system, this process is taking so much of time.Do we have any other alternative to find only the customers which are having incorrect balances, so that we will run this process only for those customers.

I recently joined the opportunity and sales order tables (and vice versa). It has been working perfectly until recently. On the opportunities screen, I’ve noticed a behavior where information from the associated sales orders isn’t being pulled over for some opportunities (see the image below). On the sales order screen, it looks like every sales order is being correctly associated with the correct opportunity ID, so the issue is isolated to opportunities. Also, these opportunities do not have multiple sales orders associated either. Any suggestions on what could be going wrong here?  

Hello,         Currently, If I switch “credit verification ”from “Credit limit” to “disabled”, the previous set credit limit amount would be cleared.        Actually, can I have this be kept instead of cleared. Because next time, or some time later, I would like to make the verification enabled and just use the same credit limit amount. 

Hi All,Is there any idea how we can give an url (public) for other user in different tenant but in the same site?Case explanations:Our customer have more than 4K pictures of inventory id in 1 tenant that we’re used as primary tenant. And other tenant as a subsidiary and have the same of inventory id without pictures. So the idea we will provide other tenant public url and can view (as hyperlink) for the pictures, without we have to import all the pictures in all subsidiary.We already tried it with company mask from blog acumaticablog but not works. Feel free to discuss.ThanksDaru

I have a custom code in SOLine_RowUpdated event, my code works fine and that's all I need, but when I finally get the expected value on SOLine.curyUnitPrice field the base event or base logic changes the value.I would like to know how can I skip the base event or base logic so that my value doesn't change.This is my SOOrderEntry_Extension graph: using System;using System.Collections;using System.Collections.Generic;using System.Diagnostics;using System.Linq;using System.Text;using PX.Common;using PX.Data;using PX.Objects.AP;using PX.Objects.AR;using PX.Objects.CA;using PX.Objects.CM;using PX.Objects.CR;using PX.Objects.CS;using PX.Objects.DR;using PX.Objects.EP;using PX.Objects.GL;using PX.Objects.IN;using PX.Objects.PM;using PX.Objects.PO;using PX.Objects.TX;using POLine = PX.Objects.PO.POLine;using POOrder = PX.Objects.PO.POOrder;using System.Threading.Tasks;using PX.CarrierService;using CRLocation = PX.Objects.CR.Standalone.Location;using PX.Objects.AR.CCPaymentProcessing;using PX.O

Hi Anyonei would like know more about the landed cost in accumatica. As i know once we entered the landed cost . it will become part of value of inventory instead of freight cost expenses. Not sure if my understanding is correct?As we would like to know the freight cost of each import shipment or outbound shipment, Not sure if acumatica got this function to let us take in the freight cost?Hope to hear from you soon.Thank you

Hi may i check with you all whether finance- payable can create the debit note or credit note for those debit and credit adjustment in PAYABLE?We understand that  is OK to issue credit/debit note in RECEIVEBLE but not able in PAYABLE Who can advise on this?Thank you