Solved

Has anyone setup Quick pay in Payroll.  I see options to set that up for salaried employees, but don’t see any place to configure it. Thanks,

I just spent several hours trying to figure out why the ‘Appointments’ screen is broken in 25 R2, only to discover that it’s “not”. I just wasn’t using a user that was connected to an employee and I got zero errors about it until I tried the same screen in the Classic UI.Here’s what it looks like:Opening an appointment from the ‘Appointments’ GIOpening the ‘Appointments’ screen 

Hey there,we do have the issue, that we have open orders for the same customer and want to merge the shipment.So for example customer 1 has 3 open orders and in each order are some items which are available in the warehouse and can be shipped. Now i want to have only one shipment for those items.Also possible is that we have a customer with 2 open orders and all items are available and should be send in only one shipment. Any ideas how i can do this? At the moment i have to create for each order a shipment.

Hi All, I know there has to be a bad join, but I have no idea what it might be.  Its a pretty simple packing list I’ve customized.  Small company, so I’ve had to teach myself SQL joins and everything about the Acumatica backend. I recently moved the Line Note to a detail section to fix another issue and had this problem start immediately.  Whatever number of packages are added to the shipment, the line note duplicates that number of times.I’ve uploaded a copy of the RPX file. Any help would be greatly appreciated!

Hello All, I have created a customization to be able to utilize package pricing to be reflected on a SO(OA)/QT printout. I am having trouble getting the report to translate to the invoicing side of the transaction process.On the SO/QT I was able to get the lines to stop duplicating by taking away the relationship to the SOLine as the fields are not needed - it is reading the custom made fields. Package 1 and 2 filled in, Packages 3 - 6 are empty. However, to get the AR Invoice to read the SO fields, I need to join AR Tran SOOrderNbr to the SO OrderNbr. It is reading this four times. I am sure it is due to the joins, but I have tried every which way I can think of (even attempting to do subreporting) and have had no luck. I have put 4 line items on my SO and processed through invoicing. The report will put out the Package 1 and Package 2 information 4 times. I appreciate any thoughts/ideas to get this report finalized! 

When I try and run this import scenario, I keep running into errors. My upload is only 2 lines but it errors out after importing one line and I have to run it again to complete the second line of import. Any idea on how can I fix this? My XML and import scenario is attached.   

Hi, what is the likely cause of an issue where the “Print” action on an Invoice in the Invoice and Memos screen does not open the invoice as a PDF Preview. Instead, the Invoice/Memo report screen pops up to select an invoice (so not permissions? and not popup blocking). The invoice number is not being passed through with the Print action. This does not affect all users. Clearing cache, different browsers etc not working. Same problem though with similar functions eg printing AP Register Detailed report from an AP Invoice. 

The Vendor Transaction History report (PM706220) / 24R1 is not pulling details properly when there is more than one project on the AP Bill / Invoice.  It only shows the invoice as project XIs there a fix for this ? 

What are the options to have invoice attachments automatically attached to email when sending invoice (version 24R1)?(apologies if this is a dup)  

We are a manufacturing company using 2023R2 and we are trying to find a process where we can pre invoice some of our clients before we ship the product.  

I’m looking for best practices on how to track employee time entries that are linked to specific project issues—ideally in the context of a daily field report.The goal is to capture: Which employee worked on which issue How much time was spent The ability to tie this to a project and task A report or inquiry that summarizes this daily Has anyone tackled a similar need? Any advice or design patterns would be greatly appreciated!Thanks in advance!

When printing AR Invoice with a project link to it, the system routes me to ProInvoice/Memo (pm641000) form. How do I change the setting to be able to print the regular AR Invoice form (Invoice/Memo - AR641000) for invoices with projects link to it? I have tried going into Mailing & Printing settings of Project Preferences, but the AR Invoice is not available to select. Any ideas how to change this please? Printed form: I want the below to be printed: 

I’m trying to add photos to a files customization project, however I don’t see them on the list of add files to add. I believe my added photos are in the right spot, but I don’t see them. Are they in the right place? 

Hi there, I am searching for any available in depth training materials, webinars or Acumatica university materials covering Business events and Automation Schedules. Unfortunately, I could not locate anything apart from the online help. 

Anyone have any pointers as to why these two joins are not working? It seems that any new table/join I add to the AIA report on 25 R2 does not work. See below:  

Hi,Currently, users create Expense Receipts, then manually transfer them to Expense Claims, which are submitted for approval. This separation causes confusion and is time consuming.We’re considering a new approach: Add approval to the Receipt. Once approved, use a Business Event to automatically create and submit the Claim. Remove the approval step from the Claim. Has anyone implemented this kind of flow? Is it practical or problematic? We're aiming for a smoother and more user-friendly experience.How do you use the both form with the employees?Thanks

When a user clicks Create Shipment on the Sales Order screen, I want to update each line of the Sales Order with the current date if the line was shipped.I tried 10 different ways to do this.  The easiest way I though of was to use the SOShipLine Row Persisting or Row Persisted method on the Shipments graph extension.  In those methods, I tried to get the SOLine related to the SOShipmentLine being saved to the DB and update the SOLine custom field.  This throws an error the the SOLine is already updated and the update to SOLine is rolled back.My next approach is to override the CreateShipmentIssue method that is called when you click Create Shipment.  I am invoking the method, then trying to update the SOLine after the method has been invoked.After the method has been invoked, I try to get the SOShipLine where the SOLine has the SOShipLine.origOrderNbr, SOShipLine.origLineNbr, and SOShipLine.origOrderType fields.However, the select returns null.  I think this is because the Shipment ha

We changed a stock item's posting class. One year later, it still uses the GL defined in the old one. Why?  The item and posting class Gl accounts are defined with the new accounts.  I’ve looked at the bill of material, the sales order, warehouse, location.  Nothing suggests that the old accounts should be hit.  This is happening for issues out of the warehouse but does not appear to affect receipts.

Hello,Just installed report designer. My first project is to figure out why the PDF file of a report has a data set that the bounced excel file does not. I came across this linkhttps://www.augforums.com/forums/acumatica-report-designer/export-report-to-excel-totally-skews-report-but-it-pdf-looks-perfect/I totally understand this. However, I don't understand how the row/column layout works regarding this. From the link i get what the green box shows. but how do multiple data values use the same “excel cell”, but when pushed to excel they’re not actually those values. For example, wouldn’t my ‘warehouse’ value lay on 7,7? that’s where it lies on the excel sheet.I’m trying to get “SOLine.InventoryID_description” to show on excel.

I am fill created by field by some user. But when document saved “created by” filled by user which run process screen. 

Hi there,i hope you can help.We’re imorting the objects customer, customer location and order from Shopify. The import of the objects customer and customer location was successfully and i can see the data in the ERP, but i do get this error message for some orders: The record cannot be synchronized because it does not exist in the ERP and external system.I do not understand what’s the issue of those orders. The items and IDs of the products exist in the ERP and other orders with the same products were succesfully imported.I see in the synch overview that the external ID exists and it forwards me to the correct order in shopify.Any ideas how i can proceed in getting those orders imported?

Does any body know how to delete Employee time activities with status hold and Open. I have created import scenario but unable to map the Delete Action.   

When I create credit return it show the error message like this.

Hi Acumatica Community,I created a Purchase Order with the following info  50 PHP = 1 USD with 50 % DP to Supplier  Processed the Prepayment with the same currency rate in Purchase Order500 PHP = 10 USD (@50PHP per 1 USD)When i tried to Purchase Receipts based on Purchase Order.I noticed that the currency field is not editableIs there a way to change this rate, based on what i set up in Purchase Order?This should be 50 PHP per 1 USD. I should received this inventory at the amount of 500 PHP.Seeking your assistance for this concern.Thank you!

When importing Stock Items I am getting a message: “Please confirm if you want to update current Item settings with thee Inventory Class Defaults.The import scenario will not p[roceed without a response.How do I get past this message?