Solved

My company is a seed company and often times we wish to discount a specific lot of seed that may have a lower germination rate, but we don’t want to discount ALL of that seed’s inventory. Is there a way to discount just a specific lot of product? Thanks!

Hi,I’m trying to capture whenever SOOrder status is changed to shipping so that I can do some of my own customization code when this event happens. Originally I had it when createshipment action was triggered. However, I realized it would send even if there was missing items in inventory and it would send even if the shipment wasn’t created. What graph would I look for capturing this event happening. My current code in SOOrderEntry isn’t capturing this change.  

Good morning, I am curious, best practice. If I were to cut a handful of refund checks to customers and a few days later those are all cashed. What is the best process or most straight forward process Acumatica offers to reconcile those against the bank deposit?

Is there a way to use a condition in a Generic Inquiry to bring up the records associated with one specific customer name or their account ID? The data will be used in an Excel worksheet and emailed out to the sales rep and the customer in question. I have tried using Customer.ParentID = 123456 BAccountR.ParentBAccountID_description = Disney World Travel in the conditions tab but the GI still brings over everything including customers and accounts numbes not needed. 

Hi. I am looking to add in the related Service Appointment Number to the Sales Orders>Invoices GI.  Since the only place that number exists is in the FSARTran table, I added that in, but can’t get my relationships right.  Here’s what I have now in the Relations tab.  I found previous input on this forum ..   Getting this error every time:   

How can i create a GI which can display month wise Forecast just as same as Inventory Analysis report.  

I am implementing a client that has 12 entities covering two base currencies. I have setup company groups for use in the restrict visibility field to field in vendor profiles but the problem I am having is there are vendors that need to be available to transact in all entities regardless of the base currency of the entity. This seems like an odd requirement considering we have multi-currency available to resolve vendor currency differences against entity bast currency. When a vendor is used in all entities, ss the only solution available one that requires setting up duplicate vendors for each group?

Issue is that a handful of AP Bill transactions are appearing incorrectly in the September BAS when they should be appearing in the October BAS. Example: Transaction itself was created in the system in September 2023, dated 04/08/23 but post dated 04-2024.   GL Register Detail for this transaction confirms the From-To period as 04-2024. However, when running the report “Tax Details by GL Account by Period” this transaction is appearing and the Tax Period shows as 03-2024.My question is why is this transaction appearing on this report as post period 03-2024? Where is it picking up the post period date from? I have checked the Financials Tab and batch details but all showing as 04-2024 for October.

How do you handle stock items that have multiple attributes, like different colors, sizes, etc.? In my previous ERP, I had a single product ID with multiple attributes. For example:001 Pants (Green/Brown/Red) 002 Shoes (Green/Brown/Red)In that system, I only needed to create one SKU and assign multiple attributes. However, in Acumatica, it seems like I need to create a new ID for each variation. Am I missing something?

Good day,The accountant add a second invoice on a project in error.  They realized the issue. Removed the line items and placed the invoice on hold.  Now it is stuck.  The trace shows that we are getting table errors on the database.  Any help would be appreciated.Do I need Acumatica?It is causing issue with management because it shows the Project 2x on dashboards and report.Thank youEvan System.Collections.Generic.KeyNotFoundException: The given key was not present in the dictionary.   at System.ThrowHelper.ThrowKeyNotFoundException()   at System.Collections.Generic.Dictionary`2.get_Item(TKey key)   at PX.Data.ReferentialIntegrity.Merging.ReferenceMerger.MergeReferences(IEnumerable`1 mergingTypes, Func`2 getReferencesFor, Boolean childrenSubstitution)   at PX.Data.ReferentialIntegrity.Merging.ReferenceMerger.MergeReferences(IReadOnlyDictionary`2 collectedReferences)   at PX.Data.ReferentialIntegrity.Merging.TableMergedReferencesInspector.<>c__DisplayClass3_0.<.ctor>b__0(Ta

Hey everyone, I know we can use the Mass Change function to swap one item for another across multiple BOMs.  Is it possible to use function to just remove an item without swapping out another one.

@Debbie Baldwin or anyone else familiar with this functionality in 2024R2.We were eagerly awaiting the ability to turn off backward reporting since we had built custom, complicated, resequencing logic to allow out-of-sequence reporting in 23R2. It worked well for the most part, but seemed to have some hidden issued that surfaced occasionally. In testing this new functionality in 24R2, it doesn’t seem to support what we actually need. I’m hoping I just don’t understand it. Example business case: Since we manufacture storage sheds, a production order may have the following operations.1. Framing2. Paint3. Roofing4. Electrical1 is completed first, but then subsequent operations may be completed in any different order,resulting in (1, 2, 3, 4), (1, 2, 4, 3), (1, 4, 3, 2) etc. From all my testing with creating/completing production orders with backward reporting turned off, it seems that the original “Last Operation” is fixed and only prior operations can be reported out of sequence. Is that

I am seeking other Partners or Customer with experience using the Pacejet Integration in 24R1Question - when creating a BOL in Pacejet should the BOL be transferred to the the shipment in Acumatica ?   

Company currency is USD, I have created a sales price list by mentioning customer and their currency ExampleSales Price WorksheetItem A - EUR - 10 After I have released the price list, system still picks the default price (USD) from stock item instead of customer price defined in Euro in Sales Price. Will Acumatica support different currency in Sales price other than base currency ?

Hello Everyone, We have a requirement to add a popup validation message on the “Remove Hold” action in the Change Order screen. If a specific condition is met, we need to throw an exception so that the Change Order remains in “On Hold” status until the user corrects the values. We are able to display a popup warning message on the screen using `View.Ask("")`, and it’s working fine. However, once the user clicks “OK” on the popup, the status changes to “Pending Approval.” If we throw an error upon clicking "OK," the record appears as "On Hold" on the screen, but in the table, the “Hold” field changes to false. We also tried bypassing the base method if our custom condition is met. In this case, the status on the page shows as “On Hold,” but in the backend, the “Hold” field still becomes false, preventing further edits. Even when we simply throw a `PXException` in the “Remove Hold” action, the exception displays correctly, and the screen shows “On Hold” status, but the `Hold` field in th

I have a GI (Vendor summary) in which the top 10 records are to be shown, with total aggregate (SUM) set in the columns for amounts (e.g.blance due).We want to show these totals (of the selected records) on a dashbard, however the totals shown on the dashboard are from all records of the GI and not the selected 10.It seems the total aggregate function in a GI where the ‘Select top’ is selected, does not take into account the ‘Select top’ selection.How is one able to show these totals correctly on a dsahboard?

Hello everyone! I’m currently the Director of Finance at a construction company. As we go live with Acumatica soon we are seeking assistance in some aspects of contractor and subcontractor agreements management that are lacking to our current situation and needs. We’re looking to streamline the way we create, issue, and manage subcontractor agreements. While we’ve been following the best setup that has been presented by using “Printed Forms” in the construction module, we’re exploring digital solutions to enhance efficiency and ensure compliance.We are dynamic in needing to have a template for the basic start of the agreement/contract but will have constant changes with modifications frequently and need an easy way to adjust. We have started this setup by using report designer to get the basic template which has been great but after when we send to the customer and we get a list of items to change in a 40 page document we want an easy way to do this. We have looked at the new feature a

I have a check that is closed, however it is not showing up in the reconciliation detail.  Has this ever happened to someone else?  The check has not been voided, and it has cleared the bank.  

IN Error: Due to inventory item allocations, the available-for-shipping quantity of the Inventory ID lot/serial number of the Inventory ID item will become negative. Reduce the allocated quantity by 1.00 EA before releasing the adjustment. For details, see the Allocations Affected by Inventory Adjustments report. I get the above error for doing an inventory adjustments after cycle count.

Hello,We have added Latitude and Longitude data to our Customers (Customer Master screen, Shipping), and when I add the field to our Customers GI, both columns are blank even though there is data.  Not sure what I am doing wrong here.    I have attached the GI to this post.

Hi, hoping someone can help me here.Our accounts payable module is posting to inactive general ledger accounts, which I then have to go and fix with a reclassification journal.Is there a setting somewhere that I can change to ensure the posting isn’t allowed in the first place?Thank you.

Hello Community.I have 15 sales staff.When they log in I want them to see the number of customers they have on the dashboard. How do I create this filter? every way I try I have failed. should be @me for login and salesperson

Hi Community team, Is there any API available to Validate Bill Entry “json data”?We would like to validate Bill entry data before call to create bill api entity/Default/xx.200.001/Bill.  

Please delete, the Company ID’s at the top are not in the system.  The import works.  Sorry. Hello,Hoping someone can help me with my import scenario in which I’m trying to update an existing multi-select combobox via import scenario.  If the source field only has 1 item, it processes fine.  Only when there are multiple items, it throws the error below.  Data Sample:    

Where a “list as entry point” has been created and replaces the original entry screen, how do I change the navigation logic so it will launch a new tab instead of launching inline on the same tab? Clarification… The list I’m referring to is a custom form. It not built from a GI.