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Our client came across a scenario where they marked several daily field reports as complete, but didn’t un-check the “hold” box on the labor time and activities. This prevented the labor from appearing in any “mass release” workflows and, ultimately, from posting to the projects. I would anticipate that being an automatic link - when the daily field report is complete, so is the labor time and activity. But this appears not to be the case. Has anyone else come across this? If so, what workflows have you used to monitor and/or prevent it?

My processor works on the payment and transaction screen but on the Salesorder screen i am getting this error.Would someone be able to advise?

Project Stock for Serial Items.We need to show the Project Stock for Serial Items.I have the INCostCenter and INCostStatus to get the project stock. The INCostStatus has a lotSerialNbr field but with no value.The serial number is available in the INLotSerialStatusByCostLayerType DACThe DAC INLotSerialStatusByCostLayerType contain no incoming or outgoing referencesWe want to show in a GI the details as per the Inventory Summary but add in the Project IDThe following link give me the stock but duplicate the Serial numbers. What am I missingRetha

Hello!I want to create a service order from the sales order. So, I decided to create a business event to trigger it when the order come to the open status and create the service order automatically. The business event created. Action to execute But the service order is not getting created and gives me the below warning on the business event history. Is there any information am I missing?Amanda

The IN Issue was created by Update IN a Shipment. The IN Issue status is On Hold. Can we delete it?

The refresh in Power BI on all reports running form Acumatica GI’s are being blocked after upgradeing to 2023R2 (build 23.211.0017 ).For each refresh the following error occurs:‘The field ‘BegPeriod’ already exisits in the record’This message shows up for all reports where different GI’s are used with different tables. 

Hi,I have added a selector field (Location) in the Lot/Serial Nbr field in the Sales Order line details form as per the screenshots. This item has the same lot number in different locations under the same warehouse.  Follow the navigation below.The system cumulatively shows information based on the lot number. I need to see on-hand information with different locations as per the screenshot. The expected result should be as follows: the system should not accumulate the values and should display all the same lot number information for different locations.The above screen 21 onhand qty should be split.------------------------------------------------------------------------------------------------------------------------I found the following configuration steps. I am not sure exactly how to apply them.Can someone help me resolve this? Detailed Implementation1. Modify the Data Retrieval QueryEnsure the query fetches lot numbers with their respective locations and quantities.sqlCopy codeSELE

I require a clarification on my process of adding a field (Location) in the Lot/Serial Nbr field in the Sales Order line details. I have appended to the original selector as shown below.This item has the same lot number in different locations under the same warehouse.For clarity follow the navigation below,My requirement is to see the on hand quantity information with different location without a cumulative amount.The expected result should be as follows: the system should not accumulate the values and should display all the same lot number information for different locations. The screenshot depicting 21 on hand qty should be split like the result below.How can I modify the selector by overriding the query used in the standard selector of the Lot/Serial Nbr field of the Line Details pop-up panel. Standard behaviour of the selector attribute aggregates the result to show total by warehouse (siteID). Thank you!

Does anyone know how I can get the calculation in a generic inquiry for a fixed asset? Currently, the calculation is only shown in the asset depreciation history, which you must look at each individual asset. 

We use the latest 23R1 Github Lot/Serial Attributes customization.  The new table name that houses the attributes information is INItemLotSerialInfo.When we create a Production Order with a preassigned serial #, a record is created in the INItemLotSerialInfo table so that attributes can be added to the Inventory ID/Serial # record even before a Production Receipt brings the item into inventory.However, when we update the preassigned serial number (once a VIN is assigned to the vehicle, we update the serial # to the VIN), a new record is not consistently created in the INItemLotSerialInfo table.  This causes us to have to wait until the Production Receipt has been completed to enter the Serial attribute information.Any ideas for the inconsistent behavior and how to make sure a record is always created when a new preassigned serial # is assigned to a Production Order?

Hi Everyone, Will MRP always select the default vendor when creating purchase orders? Or will MRP recommend an alternate vendor (with a shorter lead time) if the preferred vendor’s lead time will not be quick enough for a Production Order/Sales Order.  

SWK (our solutions provider) has mentioned multiple times that Acumatica has the ability to accomplish split payments on Purchase Orders. Example we receive 10 items into inventory. The total for that PO is $14,010.00We have a vendor where we make payments on that particular PO in 3rds.If we received the inventory in July and our first payment due for that order is August 10th in the amount of $4670.00. Next payment will be September 10th $4,670.00 and August $4,670.00 completing the total payment for that invoice.  How do we accomplish this?

Can someone explain the use of Work Calendars?   

We have LastModifiedDateTime in the database tables in the future. On the application level it’s correct.Application Time  Database field time Database collation is SQL_Latin1_General_CP1_CI_AS. Our location -  US, Central Time

I have a GI titled New Accounts. Sales reps get either a $500.00 bonus if their first initial order with a new customer is >= $5,000.00 - $9999.99, and $1,000.00 if the initial order is > $10,000.00. My IIF statement is as follows:=IIF([ARTran.TranAmt] >= 5000.00, (IIF([ARTran.TranAmt] < 10000.00, 500.00,IIF([ARTran.TranAmt] >= 10000.00), 1000.00))). The Inquiry errors out when being run. I’ve tried using SWITCH also to no avail. Maybe my syntax is not correct? It does Validate with no errors. 

Good day, I have a client that asked me to do a Rejection Notification using email, i have created a Business event with the Trigger New Fiel Value Expense Claim status equal Rejected: Using this template (Note, I have removed the clients email from the FROM field):Make several attempts with differnet fields like Expense Total Greatar than zero (Using Operator AND), and diferent Expense Claims emails TO fields.Be advise that the my client has a Expense Claim Approval Mapping and a Notification setup for that on the Time and Expense Preferences. Any help is highly apprecaited.

I am brand new to Acumatica. I entered in our Trial Balances as of 02/29/2024. Our go live date was 03/01/2024. I did not take into account checks written in Acumatica prior to go live. Also, there were some prior year adjustments, which affected my FY beginning balances. My question is: do I post journal entries as of 3/1/2024 or can I enter trial balances for 3/1/2024? If I enter trial balances for 3/1/2024, will this negate all transactions on 3/1/2024? 

I would like to create a custom field on the Customer form which has a list of options basically stating why the customer’s acccount is in the “OnHold” state. Basically a combo box. Going through the Acumatica Univeristy, it shows you how to create the field but not the difffent types using the Acumatica tools. Most of the later part of the demo uses coding which I am not familiar with. Is this doable just using the gui instead of coding?

Under Customers, after clicked on generate on demand then click on print statement, I tried to click send. But the email template not pop up, pls help:)

I have a simple combo box with a list of entries. To add a new entry, I thought you just added an item to the lists. List (shortened because it’s my full customer list):[PXDBString(50)][PXUIField(DisplayName="Customer")][PXStringList(new string[] { "", "MCU"}, new string[] { "", "MULTIPLE CUST."})] I update it to:[PXDBString(50)][PXUIField(DisplayName="Customer")][PXStringList(new string[] { "", "MCU", ”NXT”}, new string[] { "", "MULTIPLE CUST.", ”NEXT CUSTOMER”})] I publish and nothing changes. To make this a bit weirder, I can also adjust the user-visible text in the list, publish, and nothing will change like shown below.Example:[PXDBString(50)][PXUIField(DisplayName="Customer")][PXStringList(new string[] { "", "MCU"}, new string[] { "", "Some New Crazy Text"})] Is this a 24 R1 bug, is there a new method for updating combo boxes in 24 R1, or am I just missing something here? Acumatica 2024 R1Build 24.102.0053 

There are two tables with same colomns. Is there anyway to get the union result using Generic Inquiry?

We are experiencing an issue where we want to round the labour actual hours to the nearest 30 minute interval, however our options are to either change the actual time or change the extended price. If we change the extended price, then the unit price will show on the invoice as something other than our flat unit price rate. For example: a 22 minute job that we want to bill out an hour for…. if we change the extended price to 110 (which is our hourly rate) on the invoice the unit price shows as $200 and change. Ultimately we want to capture the actual hours worked by technicians, but invoice to a minimum of 1 hour, or the nearest 30 minute interval.  

I am trying to add the PO# and PO Creator to the Bills and Adjustmetns GI but am getting duplicate rows.  I have added the APTran table and linked it to APInvoice.  I was hoping to get the PO# from the APTran table but now I am getting duplicate rows.  Any suggestions would be much appreciated!  

The font option and size is very limited in Notification Template.Can we add more? If so, how? 

Wir haben ein Problem in der Produktion mit der Maschinenplanung.wenn ich in einer Ressource AM207000 eine Maschine AM204500 hinterlege und in der Stückliste AM208000 eine Maschineneinheit und Maschinenzeiten eintrage.  Dann einen Produktionsauftrag erstellen nach dem speichern ist dieser zuerst auf unbegrenzte Kapazität eingeplant. Wenn ich jetzt auf “Einplanen” gehe, wird dieser auf unbegrenzte Kapazität eingeplant. In den Maschinenkapazitäten AM406000 werden die Maschinen erst angezeigt, wenn der Produktionsauftrag richtig eingeplant wurde Auch in Maschinen Planung AM000012 werden die Maschinen erst angezeigt, wenn Sie auf begrenzte Kapazität geplant wurde. Wenn ich nun den Auftrag auf “ungeplant” setzte und neu einplane, dann werden die neuen geplanten Zeiten auf die aktuellen einfach aufaddiert jedes mal wen ich den Prozess wiederhole, erhöhen sich die geplanten Blöcke der Maschine.  Diese Zeiten lassen sich durch “Planung und Kapazitäten aktualisieren” AM512000 auch nicht mehr