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Example: Total value is 30, Sales is 7. so when i check percentage calculation, Percentage  = (sales/total)*100. but output shown is 0. how to check percentage?

Hello!We require to view the company who has created the document on the “Approvals” (EP503010) form. Is there a way that we can add the information to this table?Also, the user who will be approving the document will not have given access to view the transactions of created company and only be given the summary information to approve the document. I tried to take the information from a GI connecting Approval table with the Invoice table for an example. But since the user has no access to the created company, results are not available for that particular user. Amanda 

We have one tenant, 3 companies and 4 branches. Is there a way to create a AR invoice in one branch and have the system automatically create the AP bill in the other? Due to tax and legal constraints we cannot use due to/from general ledger accounts. 

Hello!We create intercompany documents using “Generate Intercompany Documents” screen and require to automatically process the documents without user processing them manually. I’ve tried creating Automation Schedule, but it does not process any transaction. Amanda

Hi,Anyone know why all DACs not showing in left side of this screen? I have tried to restart application but still its not showing. Can you help us on this? 

Hello - I am trying to get a prior period depreciation amount added to the FA Balance Projection by Class report but can’t seem to get it to work. Any ideas on how to work this in report designer? 

 Hi team,Recently migrated to 2023R1, while publishing customizations on local env validation is failing.But the same works on a site deployed on test server.Any thoughts?Screenshot of a test customization. 

Hello all,I have been trying to update the line in one of the screens but unable to do so.I have been trying to update the End date for the second line in the below rate table,  And the import scenario: 

Working Scenario (Inventory → Activity): When navigating from Inventory > Stock Item (IN2025PL) to the Activity screen, the Related Entity field is enabled and functioning as a lookup. This suggests that the field is dynamically activated based on some context (probably related to the inventory item or another entity tied to the stock item). Non-Working Scenario (Opportunity → Activity): When you go directly from Profiles (Opportunity) > Activity (CR306010), the Related Entity field is not editable or available as a lookup. This indicates that certain context or conditions (present in the inventory scenario) are missing when you access the screen from the Opportunity profile.

Dear Support,I have created usrLookup (Part No) field on Inventoryitem and I want this field to add on column Sales Order Line.Please advise. Thanks,Idrus

Hi everyone,I'm facing an issue with a production order where the total quantity to produce was set to 11 units. However, the system shows that 22 units have been completed, even though the operator only received 11 units.Does anyone have insights into why the completed quantity is doubling, or what might be causing this discrepancy? Any advice on how to resolve this would be appreciated!

We undertake periodic air-condition units’ maintenance for clients and the norm is the service and spares prices are agreed on annually. These negotiated prices differ from client to client and the AR sales worksheet handles that nicely. Expectation: All inventory hitting a client’s project either from inventory issue or project drop-ship should pick it prices from the agreed figures in the AR sales worksheet. These pricing will feed into the project billingQuestion: Can 2024 R1 handle that or this should be treated as an idea?? 

Hello community, I am looking for some guidance on how to “reset” a few custom fields on a sales order if the related shipment entry is deleted. I was able to get these fields to update when creating a shipment. However, I am a little lost on how to get them to clear on a shipment deletion. For inserting them I wrote an override to “CreateShipment”. For the deletion, I tried to do a SOShipLine_RowDeleted, but cannot reference the SOOrderEntry due to the “PX1045: A PXGraph instance cannot be created within an event handler.” Any help is much appreciated!Thanks,Adam

Hi Acumaticans.Looking for a check format as noted above.  Client refuses to buy new check stock and would be great to not have to reinvent the wheel.  This report design is too painful to work with when it comes to making these kinds of layout changes.

Hello I am new to Acumatica and looking for a report to show projected depreciation for next year as I complete 2025 budgets. Can anyone share what they use for this reporting? Preferably by the COA and subaccount would be best

When trying to create a new customer I keep getting this error message:“Customer ID is formatted incorrectly” Here is a screenshot:Creating this same customer works in our development environment which has the same version as our live environment.  Is there some configuration setting I’m missing somehow?Thanks!

Is there a way - either as a parameter or GI filter - to filter the view of a generic inquiry by item workgroup that I am a member of?  We are not looking to set up restrictions, just filter a list of items on a few GIs. We’ve setup each item with a workgroup and can assign employees to one or more workgroup. We’d want to then add a filter or T/F parameter to view only items in “MyWorkGroup” in the same way you can on other process screens like Prepare Replenishment or similar to how @me can be used   

Hey there, I have a clunky process that I’d love to get thoughts on how best to improve: Shipment confirmation emails for some of our order types.I’ve always been confused by Acumatica’s out-of-the-box “Email Shipment” Action on the Process Shipments screen. There are some major defects to it:When rows are processed, they don’t drop off the queue. So you cannot schedule this screen, at the risk that the same email could be sent more than once (which is a bad customer experience). Rows drop off this screen once the shipments get invoiced. So if they get invoiced prior to getting emailed, we’ve lost our window to email those out. Can the email template associated with this process action capture all the necessary fields that we want to include in our email? Tracking numbers, tracking URLs, etc. I honestly don’t know.So I guess Business Events come to the rescue...except:They are notoriously frustrating to get working properly. They may just choose not to work and you don’t know why, lol.

We are using the date in the Billing Rule, Invoice settings, Line Description formula.  We are using [PmTran.Date] and it give me the MM/DD/YYYY HH:MM:SS AM.  Is there a way to format this with just the date?

Hi, We’re relatively new to Acumatica having only gone live earlier this month. We’re currently in the process of configuring everyone’s access rights.  We started strict with an aim to control access, and then we’ll lift restrictions as it becomes apparent the requirement for the user is there. My question is, is there a reference list of Screens to User Rights?  I know if you hover over the options the screen number is displayed, but trying to find some of the more obscure access rights is simple a trial and error exercise in futility.  A search functionality would be really helpful 🙂 Any help would be gratefully appreciated!  

RelationsPictureBox1 settingCash Account - Signature uploaded 

Does anyone know how to print SOs with the status of shipping or backordered? ACU seems to lock it down when the SO is in these two statuses. 

All, I’m having trouble validating the syntax of this visible expression… I’ve looked at it so many times now I think I’m going blind. =iif(([AMProdOper.Descr]='Stage 2' and (Right([AMProdItem.InventoryID],4)='-PGC', True, False))) So I want the text box to display if:the production stage description is ‘Stage 2’ andIf the InventoryID ends in ‘-PGC’I’m not sure if it’s the closing parens or if my expression to pull the correct Inventory IDs is at fault… thanks!

We set up an “Approval” process for Purchase Orders, But after we set up a purchase order approval in Acumatica 2024 R1, everyone can still print and send the purchase orders even if the assigned approver has not approved the purchase order.  This seems wrong.  Our VAR has told us the solution is not take away the rights to print or send the Puchase Order from the our purchasing person.  The issue is then the purchasing person who creates our Purchase Orders cannot send Purchase Orders to the Vendor after the Purchase Order is approved.  THis seems wrong. We think the Acumatica purchase order approval process is broken or not set up correctly  Any advice or suggestions would be greatly appreciated. 

Hi, can someone please explain to me why, in a generic inquiry, sometimes reference number or document number shows up as blue and I can drill down to the document, but sometimes I can’t drill down?For example: I can drill into the payment reference number here but nothing gets pulled up when I try to drill into the invoice reference number. And sometimes when I create a GI, the reference number would not even show up as a link.Can anyone explain why this would be?Thanks!!