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Hi,  Could someone assist me with modifying the formula in the attached project generic inquiry?I want the "Estimate Completed % field to display zero if the revised estimate is zero. Currently, it shows 100% even when there is no cost budget defined for the project. Please refer to the attached generic inquiry for details.  

Hello,I’m wondering if it’s possible to get a report that has GL activity for the month of April at the transaction level for the purpose of splitting the activity into two sections 4/1-4/25 and 4/26-4/30?It would most likely be trying to open up the Account Details Inquiry to allow for more than one GL account. Open to any other ideas  might have to get that data.Thanks.

Hello,I am trying to create a GI that shows Vendor ID, Vendor Name, and Lead Time so I can revise it and upload back to Acumatica using a Data Provider/Import Scenario. I cannot find the field for vendor lead time in the GI builder.  Anybody know which table to add? 

Am totally new to Import Scenario , Can anyone help on this 

A client, in Canada, needs to have some TaxIds grouped together on the printed AR InvoiceI created a subreport to do the calculations & return the calculated total. This is what the calculation is: =$GST + IIF ( [ARTaxTran.TaxID]='FREIGHT13' OR [ARTaxTran.TaxID]='FREIGHT15' OR [ARTaxTran.TaxID]= 'FREIGHT5' OR [ARTaxTran.TaxID]='GST' OR [ARTaxTran.TaxID]='GSTNOPST' OR [ARTaxTran.TaxID]='HST13' OR [ARTaxTran.TaxID]='HST15', [ARTaxTran.TaxAmt] , 0)This works perfectly for Invoices. When a Credit Memo is printed the result returns zero. I set the subreport up in the site map & ran it & the totals appeared as expected. I have no idea why the Credit Memo is not returning the results. Any assistance would be great!The 2 reports are attached.  

Hi everyone! I have a situation with the MRP, I hope you can help me.I have raw material M-7289 with stock of 12,480. I have 2 released production orders whose demand for that raw material is 15,456 each. The total demand is 30,912.Inventory Allocation DetailsThe first thing that strikes me is that the allocation type is “Production to purchase”, instead of Production demand. The second one is the Available Qty remains the same, Is this correct? When I run the MRP it does not suggest me the raw material M-7289 in the results to buy it.However, if I go to the “Create purchases orders” process, there I get the requirement to buy. This raw material is not configured as "purchase to order"Stock ItemHowever in the production order detail it activates the option "Mark for PO", I understand that this is because it was put in the stock item -->Manufacturing --->Dftl Mark For: "Purchase".Production Order DetailsAll the raw material has the same configuration, however, almost all products

My boss wants that when a new order is created in the system, a new task is automatically created for certain employees. However, I can only select one employee in the Task Templates screen, not several. Does anyone know if it's somehow possible to set this up to create a task for several employees at the same time? It should also be set up that if one of these employees is the one who created the order, the task will not be created for him.   

Hello,We have had a couple instances where cost budget lines are added to a project by accident.  What's the best way to fix it, and is there a way to stop it from happening?We have two scenarios we happen.  We are implementing a new software for time tracking and the wrong cost code came over when we ran payroll, it added a 00-000 default cost code.  How can i fix that?  I looked at the GL batch and project transaction screen to see if I could reclassify, but there is only a reverse option (which seems a hefty lift option). The other scenario is an AP invoices.  Which those are easier to fix with a reclassification.Thoughts? Thanks,Jeremy

Has anyone implemented this as an alternative to Acumatica Bank Feeds, any advice for implementing it?  I discussed this approach today with a financial institution that can deliver the transactions in Visa Commercial Format (VCF) via sftp.  Bank feeds aren't available for this issuer using Plaid or MX.

Hi all, I have a selector in SOLine grid as follows.#region UsrProductionNbr        [PXDBString(15)]        [PXUIField(DisplayName = "Production Nbr")]        [PXSelector(            typeof(Search<AMProdItem.prodOrdID,        Where<AMProdItem.inventoryID, Equal<Current<SOLine.inventoryID>>>>),          typeof(AMProdItem.orderType),            typeof(AMProdItem.prodOrdID))] public virtual string UsrProductionNbr { get; set; } public abstract class usrProductionNbr : PX.Data.BQL.BqlString.Field<usrProductionNbr> { }#endregion I have another field for production order type in the same grid as follows.  #region UsrProdOrdType [PXDBString(5)] [PXUIField(DisplayName = "Prod. Order Type", Enabled = false)] public virtual string UsrProdOrdType { get; set; } public abstract class usrProdOrdType : PX.Data.BQL.BqlString.Field<usrProdOrdType> { } #endregion I want to set the UsrProdOrdType value based on se

Our company has an issue with staging shipments and location codes.We will create a shipment and produce a picklist. The system will assign locations appropriately so our shippers will gather up the SKU’s from all the storage locations and place them in a staging area. The order can often sit in the staging area for a couple of days.The issue is, the system doesnt reflect the change of location so if one of our cycle counts for our storage locations happens during that time our inventory is thrown out of whack significantly.We can correct by manually transferring material from location to location, but then we also have to adjust our shipment to reflect the changes. Its alot of manual entry and opportunities for human error.Is there an option im missing to have a pick list “sent to staging” when done and preserve the connection between the moved material and the shipment?

I need to add Sales Tax to the AIA report.  Has anyone done this and does anyone have a copy of the AIA.

I am trying to get the access token using attach code but it shows error of “Invalid Client”. Error:  Connected Application:  

Does each Vendor Discount Code in AP204000 need to be unique to a vendor? This seems unnecessary if the discount code is then assigned to a vendor on the Vendor Discounts form AP205000. 

Hi,Nice to meet you all. Long time reader first time poster.In 2022R1, I am trying to publish a customisation that includes an extension to the SOOrderEntry graph. I am having problems though because an existing customisation that also includes an extension to the same graph is already published. The first time I tried this, the whole application crashed because my extension was the only one published, and the other customisation had other code that tried to obtain a reference to its extension using CreateInstance<SOOrderEntry>.GetExtension<”extension name”>().I tried to replicate this error in a local instance also running 2022R1, but it didn’t happen, and browsing my filesystem provides a clue as to why. In the <Appfolder>\App_Code\Caches folder, my extension is contained in a file named ‘SOOrderEntry.cs’. The other extension is contained in a file named ‘<Package name>.SOOrderEntry.cs’, where <Package name> is the name of the .NET package it exists in.

I am having the following issue:I have a item that is manufactured with a BOM in one Warehouse, but purchased in another.  At the item Warehouse Details for the item, in the Warehouse where we purchase the item, I have the replenishment set to Purchase, no BOM attached in Manufacturing tab, and override stand cost checked.  I go in and update pending based on that Warehouse and everything works as expected. But then, when I go and update my BOM for that item, and process Cost Roll and Update Pending, the Warehouse Item Detail cost if overridden.  This causes us to have to remember to go back and reupdate the cost at the Purchase Warehouse. Am I doing something incorrect, or just misunderstanding how the process should be working?

Scenario:  I am working on a Invoice Report, and need to make some changes to how the report calculates discounts.  While in report designer, when I click on Preview, the verison of the report is one that doesn’t reflect what I am trying to work on.  Meaning the Invoice in quesiton does not have any discounts to update, so I cannot see if my changes are working as expected.  I have just been saving to the server, and checking there.  But is there a way to tell Report Designer what data I want it to pull?

Has anyone found an easy way to reverse an incorrect inventory transfer that was released in error?

Hello, I wonder if someone can help me add Mark for PO to the sales order list screen. I searched the GI inquiry tables, and I could not find any filed for Mark for PO. It is not on the column configrations 

Hello - I am just trying to create an import scenario to remove the hold from AP bills in mass. Below is my import scenario that I cannot get to work. Can someone tell me if I am doing something wrong?   

We have a test environment that we regularly copy data into from our live company. However, each time we do copy this data, it pulls over the bank feed connections and then creates a System Constraint error for exceeding the number of bank feeds allowed by our license. Ideally, we could just delete these bank feeds in the test environment but when I attempt to do that, I get the following error: The bank feed service (path: 0/plaid/item/remove) returned the following server error: BadRequest ​​I have gone as far as deleting the feeds in the live database before copying it to the test environment, but the issue that this causes is reconnecting them in the live database- transactions start to get duplicated and it becomes a hassle when matching/processing bank transactions.  Has anyone run into this issue and have a solution?

I need to add a column to the grid of Master Financial Calendar.I managed to add it but it doesn’t update even if I save it.   I checked the table FinPeriod in the database and confirmed that the value is not saved. I already created an Extension Class for both FinPeriod and MasterFinPeriod.namespace PX.Objects.GL.FinPeriods.TableDefinition{ // Acuminator disable once PX1016 ExtensionDoesNotDeclareIsActiveMethod extension should be constantly active public sealed class FinPeriodExt : PXCacheExtension<PX.Objects.GL.FinPeriods.TableDefinition.FinPeriod> { #region UsrIsFiscalYear [PXDBBool] [PXUIField(DisplayName = "Is Fiscal Year")] [PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)] public bool? UsrIsFiscalYear { get; set; } public abstract class usrIsFiscalYear : PX.Data.BQL.BqlBool.Field<usrIsFiscalYear> { } #endregion #region UsrQuarter [PXDBInt()] [PXUIField(DisplayName = "Quarter"

Hello,I have a SO with 22 lines that all ship at different times.  I have shipped Line 1, but once I did that Acumatica ‘Completed’ the SO.  My intent was to leave the SO open until all items have shipped.  My questions are:Why did it close the SO without shipping complete? Can I reopen this SO so I can get the ‘Create Shipment’ prompt again?Thanks! 

This question is an extension of this one.I have changed the second script to be as follows:<script>var map;async function initMap() { const center = { lat: 40.75, lng: -77 }; const { Map } = await google.maps.importLibrary("maps"); const { AdvancedMarkerElement } = await google.maps.importLibrary("marker"); const { Geocoder } = await google.maps.importLibrary("geocoding"); /* the map */ map = new Map(document.getElementById("map"), { zoom: 7.8, center: center, mapId: "DEMO_MAP_ID", }); /* get addresses from Acumatica field */ /*var addressesToPlot = px_alls["cstAddressesToPlot"].getValue();*/ var addressesToPlot = "Robisonia, PA; Mechanicsburg, PA; Philadelphia, PA"; var addresses = addressesToPlot.split(';'); /* encode addresses as lat/lng */ const geocoder = new Geocoder(); for (var i=0; i<addresses.length; i++) { geocoder.geocode({ 'address': addresses[i] }, (results, status) => { if (status == google.maps.GeocoderStatus.OK) { const marker = new AdvancedMarker

We get this Error when opening up Customization Projects that have been upgraded to 24R1.They published without Error, it’s really just when Opening them. Any idea as to what is going on?