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Hello all,I have been working on an ARM report (Balance Sheet) where I am looking to display the figures by consolidating 2 branches. I have created a unit set for the same, screenshot below. Unit SetsWhat values shall I select under the column set for the same? Column SetReport Definitions 

Trying to work on getting our inventory into location specific standards.  And during that process, also looking to see what location has the oldest inventory.  Not having a lot of luck on the GI front so far.  I can get my locations and qty on hand populated, but trying to pin down when the inventory moved into that location is problematic. Has anyone implemented this approach in Core Acumatica functionality?

We want to be able to track common inventory items that maybe used at multiple work stations in our assembly department.  Some of our production uses common BOMs because the same option is shared a crossed different units that are built on different assembly lines.  An example is the same meter package is used on Unit X and Unit Y.  But is consumed on Line 1 station 2, and Line 3 station 2 respectively.  How can we track inventory at each different station without the need for separate BOMs?  Is there a way to set stocking quantities by location & part?

First, I followed the instructions in the this link to create a Business Event, triggered by schedule, to close a Case if the Last Activity Date is greater than 30 days from current date (@Today).Business Events in AcumaticaHowever, the scheduler is NOT kicking off the event at all.  It never seems to execute. Attached are the exported files I created.  Does someone have any idea what I am doing wrong that this is not working?TIA, 

Has anyone ever performed or set up different invoice templates for different clients/customers in field services? Curious as to where to set that up. TIA. 

We recently created an automated export scenario to do a daily export of our customer balance that we want to use a SFTP to connect to our other ERP system. We initially had some success in testing the synchronization but now that ready to go live, been running into following error message which struggling to resolve. I have a feeling that an issue might be something embarrassing, but have had no luck resolving it.   

Hello Community,I have a graph that I need to create that will show 6 or so months at a time of inventory value.  I attempted to create a GI similar to the Historical Inventory Valuation and it is not working how I had hoped.  My GI seems to be working for the most part, but the ending balances do not match those on that report writer form.  Which has a few formulas mixed with different aliases to create the ending balance.  Any suggestions of a report that I could use to create this graph with?  Thank you,Trisha

Is there any solution/possibility of files/documents uploaded into Acumatica (e.g. attaching PDF of an invoice to an invoice entry in Acumatica) can also be viewed in an external read/write file sharing and storage environment?

I have 2 Inventory PI Count sheets stuck in the Physical Inventory Locked Items. How do I release them please?Any advice much appreciated, thank you. Can I delete them?

Good morning all, I recently did a local installation for Acumatica (version 2022.205.103.4522) and all the functionality is working fine, however when I tried to publish a customisation package, it fails with the following:  When I opened it in Visual Studio (2022 and 2019) I get this error:..\..\licenses.licx: Could not transform licenses file into a binary resource.  Index (zero based) must be greater than or equal to zero and less than the size of the argument list.    As anyone else experienced this, or found a solution around this?Thanks

Has anyone created an approval workflow for issuing inventory adjustments? Our controller was wondering if this was a possibility. Thanks, Jonathan

Hi All,How can I remove the repeating sub-headings on this report when I export it to excel, please? The report is “Historical Inventory Balance” 

We have experienced a situation which created a huge issue for our Acumatica production data:A lot of import scenarios (128), but not all,  were triggered to run at an unexpected time. Most of these import scenarios were not set up to be run by the scheduler. We only had 6 import scenarios that were scheduled to run regularly.There was randomness in terms of how many import scenarios were run (we do not understand why some scenarios ran and others did not run), and also randomness in terms of when the import scenarios ran (no scheduler ran at that particular time).After investigation by Support it was determined that one faulty scheduler, which did not  have a condition, (pic 2) created this situation.The faulty scheduler was created by using the regular way (pic 1) of creating the scheduler from an import scenario. We do not believe that we deleted the condition after creating the scheduler. Pic 1 pic 2 pic 3After resolving the data issue, we tried to mitigate future occurrences of th

Good day all. I am trying to import Inventory Receipts. Whilst the import went correctly, I am getting an error when trying to release. Here is the trace. Can anyone help me urgently please? 

Hi All,I am setting up a map with the following:Level 1: The employee is from the Department PR. When creating an Employee Time Card, it needs to be approved by the Group Project Admin Level 2: After Level 1 is approved, Group DM will be approved as Level 2 Level 3: After Level 2 is approved, Group Management will be approved as Level 3 Company Tree Setup With the current setup, I got issues as explained:If Approver Level 2 belongs to only Group DM, they can't open the Time Card If Approver Level 2 belongs to Group DM and Group Project, they can open the Time Card. However, they can approve a Time Card with the skip on Level 1This is quite similar to creating a multistage approval with instructions on  Acumatica. However, this document is out of date and can't be applied to my current version 23R1.Hope you all can help!Thank youYên Chi

Hello all,I have been trying to display a range of columns in balance sheet. So the starting period is fixed - July 2023 whereas the end period is not fixed. It can be either Jun 2024 or greater than that. So how can I setup the report so the number of columns are displayed based on the selection of the end period. below is the design of the balance sheet.balance sheet will have the multiple columns of periods 

Hi,I want to trigger Sales Order remove hold action via REST API.End point : Posthttps://globalrubberindustrieslimited.acumatica.com/entity/SFEndPoint/22.200.001/SalesOrder/ReleaseFromHold{ "entity": { "OrderNbr": { "value": "SO000896" } }}But when request is triggered it shows an error.But , This So is already created.Can anyone help for this

Can an employee record that was deleted be recovered?  I deleted employee (0000709) because there was a duplicate.  But I actually need to use id 0000709 for an employee.  However, if I try to set an employee ID to 0000709 now it gives the following error.  I figured if I could recover the deleted record, then I can simply update the other information for that record.  What's the work around here?

when selecting employee employee rate is not comming on labor rateset the employee rate in labor rate screen.what am i missing out .

I have a csv file that I am using for a GL transaction import scenario. The debit and credit amounts are in one column, debits positive number, credits negative numbers.  How can I get the import scenario to populate the debit and credit fields properly?thanks, coleen

Hi,Does anyone know how to reset line number to 1 in PO641000? The number in my report is starting with number 5 because the previous records were deleted. How do I reset it to 1?The report is currently starting from 5In the system, the previous records before 5 were deleted. 

I have a dac extension of SOLine in which i have few fields. . Below is the code of DAC extension with two fields only but there are more similar fields.    [Serializable]    [PXCacheName("TSSOLineExt")]    public sealed class TSSOLineExt : PXCacheExtension<SOLine>    {       #region UsrOriginalEquipmentNbr[PXDBString(15, IsUnicode = true, InputMask = "")][PXSelector(typeof(TSRentalFleet.refNbr))][PXUIField(DisplayName = "Original Equipment Nbr")]public string UsrOriginalEquipmentNbr { get; set; }public abstract class usrOriginalEquipmentNbr : PX.Data.BQL.BqlString.Field<usrOriginalEquipmentNbr> { }#endregion#region UsrOriginalInventoryID[StockItem(DisplayName = "Original Inventory ID")]public Int32? UsrOriginalInventoryID { get; set; }public abstract class usrOriginalInventoryID : PX.Data.BQL.BqlInt.Field<usrOriginalInventoryID> { }#endregion}Now I have to hide this field when SOOrder.OrderType = ‘HC’ or ‘QT’. For WorkOrder it will be visible. These order types are c

Hi guys, I have been having an issue with an entry screen for a custom screen i developed. I have added the screen and on its own it works exactly as intended, however I have made a GI to replace it as an entry screen, I can access the screen through the GI itself. However, as soon as i tick the ‘Replace entry screen with this inquiry in the menu’ tickbox, I get the error ‘Object reference not set to an instance of an object.I have attached the code for the graph and the DACs which are used in the screen.Has this happened to anyone before/does anyone know why this could be happening? Thanks,Aleks

I need help reversing a time and material invoice which has an incorrect date.   When I go to the ProForma invoice to do a correction, it is telling me “You cannot make corrections to the pro forma invoice because it has at least one time and material line”.  All lines are time and material.  How do I reverse this invoice, is there another way?  I have looked everywhere for an answer, please help. 

How do we fix the error: "EP Error: User must be an Employee to use current screen."  The User IS an employee, so I am confused.  Thank you.