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Our company has serialized numbers for completed items with each location have a unique sequence of numbers. In some cases the number of ordered items may be 400, 500 or 100 and rather than have the numbers going down the page, if there is a way to have them listed across the page (as a subreport) so as to save the number of pages that are printed such as:100422KS0033728  100422KS0033729  100422KS0033730  100422KS0033731  100422KS0033732… the rest of the 400 sequential numbers rather than100422KS0033728100422KS0033729 etc.In SSRS there is a way to do this as a subreport using a matrix report style with SQL query code that involves using the following formula’s:SELECT iif(a.ser_lot_no IS NULL, b.ser_lot_no, a.ser_lot_no) AS ser_lot_no    ,ROW_NUMBER() OVER (        ORDER BY a.ser_lot_no        ) AS RowNumber    ,(        ROW_NUMBER() OVER (            ORDER BY a.ser_lot_no            ) - 1        ) / 5 AS ColumnNumber etc. and using parameters of @OrderNumber, @LineNumber, @OrderType li

Hi everyone, Is there a way to sync the customer data and merge it with the existing one? It looks like it's trying to create a new customer account, but it shouldn't have to do that if the email address already exists in the database.Is it possible to create a new account, but when it matches the email address, it just merges into the existing one instead of giving us an error?

Hi,I wasn’t able to get and add relationship in sales order. This is what I’m seeing on web Service history 

When running “Transaction for Period” report all data appears on the screen.  When downloading to excel it does not bring “Customer/Vendor” Field.  I have cleared out both sides of the column in Report Designer to make sure there is no overlap.  Moved the “Description” field off the page for now - though it does not download that information either.  Confirmed that the properties fields for “Customer/Vendor” is the same as the “Code” column - which does print.Displayed Report below:Results from Excel Download below:What am I missing? 

Is it possible to change the default Start Date for IN.407000 Inventory Lot/Serial History?  And if so, how?  I would like the default date to be 1/1/23 rather than 1/1/24.  TIA  

Please explain the difference between Completed and Approved status in Weekly Crew TimeThank you

Has anyone in the construction world had any issues with reporting multiple city taxes for different municipalities?  For instance….if someone lives in one municipality but works in several others and the taxes calculate by giving the employee a credit.  I can’t see how the credit was given to prove to each municipality that we are deducting the correct amount of tax. What I’m seeing is the total taxable wages for the whole check is showing up but the tax is only for the difference between taxable and the credit. 

What we need is to print exactly as entered into the system; that should determine the printing order. We have no issues with printing Sales Orders because the Sales Order line includes the Sort Order column, which refreshes to the correct count.SHIPMENTSThe Shipment confirmation is being sorted by LineNbrI attempted to sort by OrigLineNbr. However, it still won't work because it retrieves the line number from the Sales Order line, not the sorting order. PURCHASE ORDERThe issue with the Purchase Order is that it contains the POLine.SortOrder, but in the report, the SortOrder is not visible. 

Hi,I want to show the value of Balance field which is in CustomerBalanceSummary DAC in Payments and Applications screen(AR302000). As usual, I was unable to use selector to get the Balance field value from the CustomerBalanceSummary DAC.Any idea on this?  Thanks.

It doesn’t appear that the client ever closed any periods so transactions, in some cases, are getting posted retroactively into prior periods (or years!) For example, the client processed a void check in February that was originally issued in January, so it booked the void in January. I presume this happened because that period was still available for posting. The client is fine actually going in and closing periods in the various modules, including G/L but what they are really seeking is an understanding of what actually happens when they “click the button.” I am researching as well but hoping for some expertise. 

I would like to add an action to the Opportunity screen that would load an email template, populate the template with fields from the Opportunity.The part I struggle with is how to load template X and have the fields populated in an email activity.  

From ACU help:I thought Reorder Point was for replenishment and safety stock was for MRP.What if I have a value in both fields?Also, are there any planning fields in the stock item screen that are only used by replenishment and not MRP?Finally, I see this in help as well.  Does this all apply to MRP? 

Is it possible to attach a fixed asset record to a customer record in Acumatica? 

All, I would like to add an additional tab to the vendor and customer profile screen. As an example in the screenshot below, I would like to add a tab after the Mailing & Printing tab.I’m fairly comfortable with C#… is this a fairly straightforward customization? Are there any FAQs/walk throughs on how to accomplish this? 

Our client has equipped their warehouse staff with scanners, and within a single purchase order, there are multiple lines to be received. To streamline the process and make it more efficient, they are looking to have multiple users receive the same order. They have divided the lines among them and instructed them to relocate the received items within the warehouse.Upon testing the Receive and Put Away function, we encountered an issue where it generates a new purchase receipt for additional quantities, instead of receiving the current ordered item.Is this scenario feasible?Thanks,

Looking to set the lot ID of the finished product to the production order ID.I don’t believe this is a thing, just checking of anyone has come across this.Thanks!

Hello Community,I just came to know that the Manufacturing module & Customer Portal isn’t supported when we enable the Multiple Base Currencies features. I have now been looking out for ways as to how can we make use of Manufacturing module, especially the Product Configurator & the Customer Portal. Kindly guide.thanks.

Is there an easy way to perform a “search and replace” on a partial string for a Description field?For example, I have several hundred “Projects” set up in Acumatica, and I want to change the word in the ContractCD_Description field of ‘migration’ to ‘customization’.  The word of ‘migration’ however, might appear anywhere in the ContractCD_Description field.  If I were doing this outside of Acumatica I could use a RegEx to perform a search and replace for that. Is there some easy way to do this inside of Acumatica like that?Thank you in advance,Jeff

How to change the Warehouse ID while using copying the Inventory transfer?

We have a number of non-stock items that we wanted to change them to stock items.  Is there a way to do so?  Please advise, thanks...

Hello Community,Need your help to show specific fields (green dots) in Employee’s attributes tab on Report Designer as shown in element’ screen below.Tried to relate EPEmployee and CSAnswer as “EmployeeAttr”and in Field value, putted='Binding'+IIf([EmployeeAttr.AttributeID]<>null,[EmployeeAttr.AttributeID]+'{br}','')the result still empty.Looking forward further solution for these. Cheers

I am trying to set the Owner field in a shipment to whomever clicked the Create Shipment button on the Sales Order that the shipment is related to.  Scoured the web but I am unable to find anything related to this and I am new to Acumatica in general.  Any help is appreciated. 

How do you remove someone’s ability to Convert to Non-Stock Item? 

When creating a dashboard, the above error message is displayed. What is the reaon for this and how can it be corrected? (2021 R2)