Solved

There is an old video on the topic of Customer Refunds where the user goes through about five or six steps to issue a refund to a customer.  And it works great!  However, there were too many steps and Acumatica appears to have simplified the process in subsequent releases.So now, in my 2021 R2 demo database, when the credit memo is on the screen, there is an option on the ...More menu to REFUND the amount to the customer.  I’ve done that and I see a JE that shows AR was debited and Cash was credited but I don’t see where a check was actually issued to the customer.  I can’t find a pending payment in payables but the JE looks like is was processed as a check.The whole point of this exercise is to issue a refund check to the customer and I’m just not seeing it.  What am I missing here?

Hello, I’m trying to use UnBoundFormula to aggregate some values in a detail DAC and save the result to a custom field in a header DAC. Below is my extension to the qty field on the SOLineSplit DAC. I want get the sum of allocated lines, and write this to usrQtyAllocated on SOLineExt.public class SO_SOLineSplit_ExistingColumn : PXCacheExtension<PX.Objects.SO.SOLineSplit>{ [PXMergeAttributes(Method = MergeMethod.Append)] [PXUnboundFormula( typeof(Switch<Case<Where<SOLineSplit.isAllocated, Equal<True>>, SOLineSplit.qty>, decimal0>), typeof(SumCalc<SOLineExt.usrQtyAllocated>))] public Decimal? Qty { get; set; }}Below is the definition of the custom field on SOLine where I want to write the total.public class SOLineExt : PXCacheExtension<PX.Objects.SO.SOLine>{ [PXDBQuantity()] [PXUIField(DisplayName = "Qty Allocated", IsReadOnly = true)] [PXDefault(TypeCode.Decimal, "0.0")] public virtual Decimal? UsrQtyAllocated { get; set; } public abstrac

Hi Team,I have customized a screen to pull data from another System to Acumatica. I want to schedule the action button which is higlighted below. could you please let me know how I can do this.Nite: Need to schedule the action button to pull the data from another system to Acumatica.  Regards,Ramya

So it looks like move completed the WO, and then an employee closed the WO before the move was released. What should i do here… Error below: The WO WO128702 production order with the Closed status cannot be used in this process.  

Hi there,I have a scenario where I need to invoice one shipment on three different invoices, as our sales rep has agreed that the customer can pay over three months.Is this possible, rather than just creating one invoice and telling the customer to pay in equal instalments over three months

Hi Community,I have an issue with the Push Notifications it is not hitting in my local URL with Webhooks.I’m able to add a new Push notificaition and configure the URL with the https://webhook.site/ and it is working fine and getting the updated details as shown below when making changes in Manufacturer tab. Now I’m trying to do the same in my local in a ASP .NET Core Web API project I have written a small POST request and updated the URL in the Push notifications Tab, but every time I edit or add a new Manufacturer it is being listed in Process Push Notifications tab with an error message:“Send to target TestWebhook failed. Message: Send to web hook fails. Error: An error occurred while sending the request.” My local URL: https://localhost:7262/Manufacturer/PostManufacturerUpdate  Please let me know if I’m missing any steps or is there anyting wrong with my POST request or if there is any issue related to Webhooks so that I can resolve this issue.Thanks in advance.!!!

Hello Community,I have been trying to record a payment manually under Payments & Applications form but not able to add the Sales Orders. I checked out in other demo instance, but it does allow me to add. Not able to add SOAble to add SOPlease let me know if there’s anything I am missing out here.Thanks in advance.

What I am looking to do is simple, I want to have a workspace item which, when clicked, opens an external URL I specify in the same tab.Note : I do not want the external website to be embedded in my Acumatica screen(The external website doesn’t support that).I’ve tried several different things, but none have quite worked.One approach I took is creating a new Screen and then adding in the below code to the aspx.cs code behind file’s  Page_Load callback. This got me very close but there is a pesky popup message when I try opening the page before the redirect happens.    protected void Page_Load(object sender, EventArgs e)    {        System.Web.HttpContext context = System.Web.HttpContext.Current;        String url = "https://www.acumatica.com";        context.Response.Clear();        context.Response.Write("<script language=javascript>");        context.Response.Write(String.Format("window.open(\"{0}\",\"{1}\");", url, "_top"));        context.Response.Write("</script>");   

Is there a way to rotate an image in stock items screen also known as ID CST.IN.20.25PL?

Hi Everyone,  We are looking to have our calendar year set to the 4/4/5 method but the taxes are filed based on a Fiscal Year.  Is it possible to get Trail balances and Financial statements based on a Fiscal year while the Financial year setup in the system is 4/4/5?

Hello, I am dealing with the issue that issue material cost based on Lot and Serial Number. I issue the material with the lot and serial number but it keep getting the Average cost of that material. Reference is below. Can some one help me with these issue. Thanks  

Hello,I am trying to export Sales Orders to Salesforce using the Salesforce Sync Data Provider. It’s mostly working as expected, but I am having an issue with the “Details” tab.I want to export all the Inventory ID’s on the order to a field in Salesforce I made called “Inventory_ID__c”. I setup the field like I normally would, but I’m noticing that it’s only the last Inventory ID that’s actually syncing to to the field in Salesforce. How do I tell the export scenario to “combine” and export all inventory ID’s?Attached is my current export scenario. thanks!

When having to select segment 2 of a subaccount , linked to the Employee master, the logical step would be to add the default location ( For vendor) and then link that to GL.Sub. Even when using substring/ left/ right , the result is blank. Fortunately , there are a DAC that already has this info: Employee (EPEmployee)And I am sure the DAC’s exist for other business accounts where this is required

Client had a clerk mistakenly enter 1000 sales orders.  Is there a way to wipe the slate clean without going into each sales order and deleting?

I had check layout AP641500 set up and working in Report Designer.  All of a sudden, the checks starting printing with a different layout.  It looks like it’s pulling from the “Group Footer with Supplied by Vendor.”  What could have changed?  Do I need to format this section the same as “Without Supplied by Vendor?”  I don’t have this issue in the Sandbox tenant.Thank you in advance for your help!

Hi All,I need to clear the grid and refresh the screen once all the grid data saved to the DB. Can someone help me out?Thanks

Hello there I am trying to run the TB without suppressing zero balances so that I can make an excel sheet mapping to all my  accounts (regardless of the balance)  to build my own P&L and Balance Sheet. I have never managed to get this done within the application and don’t like the look of it anyway.So I have done this for the first month of our accounting year and have unticked suppress zero balances and yet accounts which have no entries are actually suppressed. What is going on I feel as if Acumatica is always trying to trick me! Is it only the Balance Sheet that this tick box responds to…? Best Regards All 

I am trying to create a report for our purchasing team and they have requested that it show two fields from the Inventory Summary of the inventory item.  These fields are Purchase Order and In Transit columns.   It looks like this may be populated on the fly by the program and not actually stored in the DB, does anyone know if that is correct?  Is there a table that does store these numbers?

I want to use outlook add-in with Acumatica but I don’t get an outlook add-in manifest file for download.Can anyone help me to figure out this issue.This is our other tenant and I want like this ...  

Hello,        We don’t want to put all Sales Order on hold by default, we only want to put the imported sales order on hold. But we meet an issue below:         No matter where I put the “Action:PutOnhold”    When importing, starting from the second line, it pops error “the hold button is disabled” I also tried set Hold = true,   but it does NOT work. The sales order still be open.       I have thought out a solution, 1, Using the existed import scenario to import Sales Order2, Using another Business event to monitor the sales order newly created, if new inserted, another import scenario will put the new imported sales order on hold.    But can I do this in only 1 import scenario?  Can somebody give help?

Hi All, Am I under the right assumption when we have multiple lines with different preferred suppliers we can leave the supplier ID blank On Purchase process, then on “Create” system should create multiple POs? I vaguely remember this was working before and has stopped in the new versions, or am I just assuming? we use the MYOB advanced version of Acumatica. Thanks for your help Ghazal 

Hi we are attempting to purchase items using MRP for which there is an existing blanket PO.  For some reason it won’t allow us to link the blanket PO to the newly created PO…..so MRP keeps showing the requirement.   Any suggestions?

Hello All,I have a manager that is wanting changes to this form.  They would like to see the detail view as the summary.  She wants to see the lot/serial number breakdown for each inventory part number without having to look up each individual one.  I have tried different filtering/sorting but have not been able to get it to pull in that information on the summary breakdown.Thank you!

I need instructions on how to enter an Accts Payable vendor credit.   I was advised to select Credit Adj and then remove the negative value from totals.  But once processed, credit is not showing up as a credit.  Cannot leave negative value in there because Acumatica gives me an error message saying it won’t release invoice as a negative value.  To which I think, “uh duh, it’s supposed to be a negative value.”  lol   Debit Adj also does not work.   Help please!  ;)    Thanks! 

Does anyone know how to make a joint payee with the OR option where either party can negotiate the check?