Solved

Hello all,I have extended a DAC in a customization project to add on 2 new fields; however, they are not showing up in Report Designer for me to pull onto a report. I have tried refreshing the schema and applying it to all, but still no luck. Any suggestions? Thanks!

Hello Community,I feel like this should be simple - what have I missed?Unit set has only two company branches rolling up to a total. All Comp node has NO DATA SOURCE:Unit Set - 2 companies rolling up to All Companies node.Report ‘Building Blocks’:Result is: Both Companies print correctly but the All Companies Roll-up includes only the LAST company, Company 2:Why is Company 1 left out of the All Companies Roll-up? We have no Company Roles active. This is version 2023 R1, Build 23.114.0025 .Thank you!Laura

Hello,Is anyone familiar with this error on the Assignment and Approval Maps? If I go into “Add Approval Map”, I can see all of the approvals in the system, but for some reason this screen we are getting this error on. I am an admin, and I have access it tells me. Thanks,RJ

What does Recalculate Account Balances? I’m trying to create a bank reconciliation but I’m worried it will destroy the information. 

Hello all,I have two issues with a generic inquiry I’ve written. I’ve tried (and mostly succeeded) to make an expanded Sales Order GI that includes information on the associated production orders.First issue: I created a margin % column in the result grid, and it calculates properly but when I attempt to sort the column ascending/descending, I get a divide by 0 error:=Round(CDbl(([SOLine.CuryLineAmt]-[AMProdItem.WIPTotal]) / [SOLine.CuryLineAmt]) * 100, 2)I also have the same issue with the markup result I created:=Round(CDbl([SOLine.CuryLineAmt]/[AMProdItem.WIPTotal]),2)I’m assuming it’s because there are a few orders with a 0 value and I can’t divide by 0… is there a way to include a IIF in my expression above to exclude any 0 values?A bigger issue -- duplicate results. After making a few additional table joins/relations in the GI, I now have multiple duplicate sales orders in my results.If a sales order has one sales order line, that SO should appear once (ex. line 1). If a sales or

I created a custom screen (Screen 1) with a custom DAC, which includes a grid.There is another custom data entry screen (Screen 2) used to input parameters. I want to display all the parameters entered in Screen 2 within the grid of Screen 1 and allow users to enter and save the corresponding values for those parameters.I tried this, but currently, I have to select each parameter individually to add it to the grid. Instead, I want all the parameters to automatically display in the grid of Screen 1 when the user navigates to that screen.How to do this?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!

Good day,The project billing does not include an inventory transaction when the project is billing for inventory used on the Project; we are currently on 2023R2.  I am not sure if this is setup issue and search Acumatica help does not give any hints on the issue.  Our projects are services provided to the client.  However, we do sell an inventory item used on the project.   We don’t bill for time; just the service so the billing type is Progress Billing.  The current process is manual; the Accountant will create IN issue when inventory is used on the project; this will reduce the inventory and create the COGS transaction associated with the project. (Payroll associated with project is also a GL transaction associated to the Project/Task.With the above background, now management wants to project invoices to include the inventory transaction.  (The same as the Sales/Shipment/Invoice process does.)  I am trying to figure the changes needed to configure Projects.  Maybe use Project Specifi

Hi,I am trying to develop a GI that shows me the main product along with its BOM and also shows the total inventory I have of each component in all warehouses.I can't get it but when I apply a filter I automatically receive the message.Can someone help me?The main GI is Purchase Planning Report. 

I need to pass the selected combo-box parameter to be  printed on the report .For e.g. if i select 123 on below i need to print that selected value (123) on the report.  

My client has a manufacturing order that use batch sizes for materials. i.e.  200 items per box, 1 box tag per box and 2400 items per pallet, 1 pallet tag per pallet.  They are all set to backflush.  The MO looks correct, but the client states that it keeps backflushing too many pallets etc and they have to continually add additional and count the inventory.In digging into this, it looks as if every line of a labor entry for a date creates the backflush issue of the pallet, tag, etc.  If there are 3 lines on a labor/clock transaction with quantities, it backflushes 3 times -3 pallets and 3 boxes -so too many pallets and not enough boxes.I am getting confused in reading through the help menu on how batch sizes are used.  It seems that the finished good should perhaps have data populated on the stock item IN202500 manufacturing tab for min/max order qty and lot size?  I have been brought in recently on this client and am not familiar with this.How do I get this set up correctly to recogn

When we started working on WMS processes (we only use Pick/Pack/Ship currently) a year and a half ago, there were some differences between how the mobile app version of that screen functioned compared to the web page.  The key one that pushed us towards using the web page was, at the time, even if you short shipped a line on the mobile app, the shipment line was marked as fully shipped (the web version of P/P/S would update the shipment to the shipped quantity).Also, our VAR felt that the web interface was better, and since we were leaning towards tablets with separate scanners, we went with Web.We’re investigating different hardware, and most integrated devices have portrait screens and the mobile app would work much better with them.  I’m curious if other customers using the various WMS functions (we plan to start using others in the very near future) are using the mobile app or the web interface, and if you are using the mobile app, are there any differences or issues that you’ve fo

Hi,I noticed the Load Document Function is not available in the Cheques & Payment screen for Debit Adj. How can I enable this function?Load Documents Greyed Out 

How to use Modulus (mod) expression in report designer?

Help! We added the second parameter today to fix the Approval GI (My approvals) filter because people could not see their subordinates expense reports because we made a change to the approval map for expense reports. That was this morning. Now this afternoon leaders are saying that they cannot see their Purchase Orders. The purchase order approval hierarchy is based on workgroup. Simple logic would say we have an OR statement. If we uncheck the second line, then the leaders can see their Pos. Very annoying. Any advice?   

Hello,I am having trouble with one of my reports that compares balance sheet accounts for the current financial period vs. prior financial period. The issue I’m running into is the the prior current period formula isn’t calculating to the last day of the prior month. It only seems like it happens when the current month has 30 days and the previous month had 31 days. Any help would be sincerely appreciated!! This is the formula that we are using:Financial Period for 11/2024Financial Period 10/2024Regards,Brandon McIlhargey

Hello!I want to create Prepayments for Suppliers using the Journal Vouchers window, but also does not let me release the transaction as Prepayment has approvals. Is there any way that we can release the voucher but without releasing the Prepayment and have it the approvals?Amanda

Reading the various entries with similar issues, this seems to be related to restriction groups.  However, my specific scenario is for Receivables > Invoices and Memos -- Credit Memos only. Same customer, same branch, etc. I can open the invoice.  Can open Invoices for other customers, but not Credit Memos.  Any ideas?  

I have requirement to import existing customer contracts for which I have already started billing. What would be the best approach to create existing contracts through an import scenario.  TIAMichelle

I am trying to create a new processing screen which only shows sales orders with specific criteria.I have the following at the moment which works and allows me to process sales orders to assign the current user as owner. This is the start of a more complex process but I just need to get the basics working currently: using System;using PX.Data;using PX.Objects.SO;using PX.Data.BQL.Fluent;using PX.TM;namespace PPCustomOrderProcess{ public class AIProcessOrdersCust : PXGraph<AIProcessOrdersCust> { public class wOOrderType: PX.Data.Constant<string> { public wOOrderType() : base("WO") { } } public class paymentMethodAFFIRM: PX.Data.Constant<string> { public paymentMethodAFFIRM() : base("AFFIRM") { } } public class paymentMethodAFTERPAY: PX.Data.Constant<string> { public paymentMethodAFTERPAY() : base("AFTERPAY") { } } public class paymentMethodPAYPAL: PX.Data.Constant<string> { public paymentMethodPAYPAL() : base("PAYP

Customer is asking for guideline that things to review when users are reporting performance issue Is there a document available for this ?  Has anyone create one ? 

Hello, We have Shopify connected to Acumatica. I have the Sales order entity attempt 100 syncs for sales orders before the status changes to Aborted. Sometimes our stores get really busy and the inventory can be off, so a sale takes place when the inventory doesn’t show up in Acumatica, thus the order fails to sync. The staff don’t make the adjustments for a few days, so it fails 100 times. When they finally correct it in the system, I have to manually sync the order from the Sync History screen to get the order to go through. I want to automate this process using an import scenario, but it doesn’t appear to be working. Any help is appreciated! I have the data provider set up to look for orders on the Sync history screen that are in the Aborted Status. Then I take the External ID from Shopify, select it, and try to sync. The import scenario says it runs successfully with no errors, yet nothing happens. 

HI, We are trying to run a few import scenarios one after the other. We want to import customers then customer notes then customer locationsThere are 3 separate scenarios that accomplish this. What is the best way to accomplish this? Is scheduling them via the Process Import Scenario screen the best way? Or is running them one at a time the best way? Thanks in advance! 

Hi Everyone,I am currently facing an issue when inserting values into the database. The DAC has default values for certain fields, but whenever I insert new data, these default values are being overwritten, even though they should be retained automatically.Could you please advise on the best approach to ensure that the default values are respected during the insertion process, and are not affected by the data being inserted?Any assistance or guidance would be greatly appreciated.this my code int linenum = EstimatePriceBreaks.Select().Count(); AMEstimatePriceBreak PriceBreak = new AMEstimatePriceBreak {     EstimateID = row.EstimateID,     RevisionID = row.RevisionID,     LineNbr = (linenum + 1),     OrderQty = Total_Qty,     UnitCost = Total_Price,     CuryUnitCost = Total_Price,     CuryExtCost = sum,     ExtCost = sum }; EstimatePriceBreaks.Insert(PriceBreak); Base.Actions.PressSave(); Base.Caches.Clear();Thank you in advance for your time and support.

I’ve created a custom header/detail screen to help us with physical inventory review and reconciliation. Physical Inventory is always on a tight timeline, and we really need to somehow be able to have multiple users working on the same document simultaneously.Obviously they still shouldn’t be allowed to modify the same detail records at the same time, but I want to allow both to access and update different lines of the same detail document at the same time.  Is there any way possible to do this? I appreciate any ideas.

When reviewing the Cash Account Details screen, the beginning and ending balances change when the Include Unreleased checkbox is checked or unchecked.  The debit and credit amounts do not change and there is no change in the listed documents.The first test was to set the start date back before the initial go-live date through to tomorrow’s date.  In that scenario, nothing changed when the Include Unreleased checkbox was toggled.Moving the start date up to 10/31 through tomorrow’s date started the beginning and ending balances to change.  As the date is moved up closer to today’s date, the amount of the change in the beginning and ending balances changes. I have reviewed the reconciliation statement that is on Hold and could not make any changes there that affected the beginning and ending balances, but I did note that the earliest unreconciled document was dated 10/31.  The difference in the begging and ending balances did not equal the amount of the un-reconciled document.When I look