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Hello Everyone,I am stuck again with the import scenario logic.  I have a Sales Order import scenario and I want to put the SO on hold at the end of the import.   The SO has multiple lines and I can’t seem to figure out where the ‘release from hold’ needs to go in order to allow the First Row of the SO to be added without hitting an error. I have tried to put it a few difference places.  I have attached the XML. In the current scenario the error is “the remove hold button is disabled” when trying to add the first row.  I have tried to put a hold on the SO and release it, or place the release in different places, and i’m not getting it to work. Any help is appreciated!

We have created a GI that displays item availability and how much is available on a kit assembly. Currently, the qty available column is not showing accurate information. I would like it to sum the total qty available, however it is currently displaying the maximum value. Same applies with kit assembly quantity. When we aggregate these quantities to SUM, we move the date parameter - it multiplies all the values by 2x or 3x. I have attached the xml file of the GI, any recommendations would be appreciated! ​​​Hi @lauraj46, could you please review the GI and advise what I am missing? It is currently not showing accurate numbers. thank you in advance for your help!  

Hi Team,Can we create a Sales Quote without entering Opportunity ID ?  Note: Acumatica Version 2020R1 Best Regards,NNT

Hello.  What is the proper way to close PO’s when all items are not received?  If 5 items are on the PO, but only 4 items are received, the open item does not “close”, the PO goes to a “completed” state.  Should this be left as completed or should it be closed out?  We are finding that the completed item still leaves that amount as committed, and are now having to go back and close PO’s.  Thanks!

I have a project that needs to be billed, there was a task added for additional revenue and for some reason when you click run project billing it is creating two proformas instead of putting all the lines together on one invoice... Help...

Hello,I am creating a customization that will help us automatically populate rows for a new service order. The row information will be based on the attributes that are in the service order type. I cannot find the primary key or foreign key that links the service order type to an attribute.Where would I look for this linked value? Thank you,Marco 😎  

Hello, We are encountering an issue after a recent Acumatica upgrade, with the DeviceHub.Basically, the printer has been configured and was working prior to the upgrade (on version 2021R1), however after installing the latest DeviceHub version 2022R1, the log shows the following message. When I am trying to use the ‘UPDATE PRINTER LIST’ on the ‘Printers’ screen in Acumatica, the DeviceHub log is not registering the request being made from the Acumatica web app. Note: The printer is correctly installed and the machine which is being used to run DeviceHub does have access to it as well. Has anyone ever encountered this please? Thanks and Regards,Nigel Pace

Occasionally, we need to change the link of a subassembly production order to a different parent production order. We update the Linked Orders of the Subassembly Production Order. However, this does not update the Parent Production Orders. The Subassembly still shows as a linked Subassembly to the original Parent Production Order, so we cannot use Critical Materials Screen to create a New Linked Subassembly Production Order. Also, the linked Subassembly does not show in the Production Order Supply Documents for the updated Parent Production Order. Are we missing something or are the links between Parent and Child Production orders not being updated from the Linked Orders in the Reference tab? Also, we would expect to be able to allocate the Serialized Item of the linked Subassembly to the Production Order. But, we cannot do this until the Subassembly Production Order is completed. Furthermore, it does not automatically Allocate the Serialized Item from the Linked Subassembly Production

Hello, I am new to Acumatica.I am building an import Scenario for the “Employee Time Activities” screen.The data is coming-in via a .CSV file (provided by an external source).The Project number is coming-in from the .CSV file non-segmented.The Project number segmented in Acumatica. (xx-xx-xxxxx). I have tried this two ways (in the .CSV file):Project number as segmented. Result: Field: Project, Value: SP-21-095, Error: 'Year' of 'Project' does not exist in the system. Project number as non-segmented. Result: error: Nullable object must have a valueWhen manually entering an Employee Time Activity record, I notice that Acumatica inserts default values the following columns: Hold, Status, Data, Time, Earning Type,Time Spent, Billable, Billable Time,and then copies values from the previous record columns: Project, Project Task, and Description.It was suggested to me that bringing in the Project number as non-segmented was preferred. Has anyone encountered the two errors (above) before?How d

Dear Connections, When I access the Mobile Workspace, I get the message "There is an error in the XML document (5, 4)." At login time, the Mobile App displays the same error message. Please provide advice on this.  Thanks Ram 

Open Financial period in acumatica . we were opening the fin period from the database feom finperiod table but after upgrade it took a day to be opened is there is any other way to open it.

We have just upgraded to 2022 R2, until the upgrade the MRP, when creating the transfer, would round up to the nearest whole number for any stock items that have a UOM of EACH and non divisible.  This wouldn’t happen in the MRP display but would happen when creating a transfer.Now when we try to create the transfer it is not rounding and so we are getting a lot of errors that EACH sales UOM is not divisible for this stock item.  Is there a config that has changed that we can change back?

Anyone know how to prevent note synching between Shopify <> Acumatica? I assumed it was possible through the Sales Order entity > Import Mapping, but that doesn’t seem to be working.I’ve tried both of these options to no avail: We use the Notes field in Acumatica extensively and we have instances where the order resyncs with Shopify and the Notes are overridden, so we are trying to prevent that from happening.

is there a way to manufacture in seconds and change the operation sequence after you have made the BOM or routing.  example:operation 10 takes 1.5 minutesoperation 20 takes 15.25 minutes etcI only see days hour minutes or hour minutes but no seconds.  thanks in advance 

Hi All,Does anyone know how to put a freight charge on a shipment but not invoice the customer for it? They want it to be deducted on projects so that they can track the costs of shipping.For example, if the freight is $100, it would show on the shipment and the invoice but not charge to the invoice. It would deduct from the budget on the project. 

I have a question that was brought up by a client. When we setup a project and it’s linked to a Task Code and Cost Code, why does it not auto populate the Account under Bills & Adjustments after a project, project task and cost code are selected? Is there a setting I need to do to make this happen or would we need a customization? Here is a screenshot. On the Project Level under Defaults, I defaulted the Task to the account code. That didn’t work either. Any suggestions would be great.   Thanks,Frances    

In Time Card entry, if a work / service being performed is taxable based on the state when does that sales tax become applied?  Is it during Time Card processing or during Invoice Creation?Thank you,Jeff

Hello all,I have been trying to access the Acumatica Demo instance via URL. It has been successfully installed on one of our servers, and also accessible through the server’s browser but not able to access it outside the server machine via URL. Below is the error getting triggered: The below screenshot is the error getting displayed in the server local machine when trying to access via URL in the server browser. 

My develop environment is vastly different than what others generally use apparently.I have three (3) systems for development.VM Server running SQL Server  (\\hs-sqlvm) I do NOT want to install IIS on my SQL server VM Server running IIS (\\hs-iisvm) I do NOT want to install VS on my server Acumatica installed here connects back to SQL server NAS unit for source code, working development (\\nas1) This is where I want to create the projects, extension libraries, etc. my workstation running Visual Studio 2020 All development should be run from this system Apparently most developers run all three, (SQL, IIS with Acumatica, Visual Studio), on ONE computer.  For me then, Acumatica development is particularly problematic as it always thinks everything is running on one system. Does anyone else have a similar setup/configuration for development? How do you configure Acumatica and Visual Studio to then talk to each other when they are on different actual systems? (I thought this would be ea

Hi, For RC Orders in Sales order Screen, Basically when we bring the values from “Invoice Filter” Action it brings inventory items with invoice Nbrs in SOLine. And it Sometimes  displays errror message on Qty feild “The return quantity exceeds the quantity available for return for the related invoice line AR010261, FOODCHIP36. Decrease the quantity in the current line, or in the corresponding line of another return document or documents AR010308, AR010316 that exist for the invoice line”,   i Have also created another Action button in the grid,that works excatly like  invoice filter action, i can bring the inventory items with invoice id to the SOLine grid, But i cannot display the error message that is being displayed with “Add Invoice Action”   , Upon doing some R&D, i came to know that the error message is being displayed from “MemoCheck()” Methrod of “SOOrderItemAvailabilityExtension” graph,  Hear is the sample code         public virtual bool MemoCheck(SOLine line, bool persis

Hi all,I created a trial balance by the period report in the ARM Report. I need one more column which shows the type of account (asset, liability, income and expense), but I don't know how to set it up.Pls advise me if you have any idea.Thanks, in advanced.

I need to attached XML file to File. I developed code for generate XML file and download. How is the possible way change that code to attached XML file to Files.This is my code : #region Action public PXAction<PX.Objects.SO.SOOrder> Attach; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Attach")] protected virtual IEnumerable attach(PXAdapter adapter) { // Use your favorite library to create XML file XmlDocument xmlDoc = new XmlDocument(); xmlDoc.AppendChild(xmlDoc.CreateXmlDeclaration("1.0", "UTF-8", null)); // Create root node of XML file XmlNode rootNode = xmlDoc.CreateElement("GridData"); // Iterate rows of the DataView foreach (SOLine dacRecord in Base.Transactions.Select()) { // Create an XML Element to represent the DAC row XmlNode xmlDACRecord = xmlDoc.CreateElement("DACRecord"); // Add desired

Hello,Has anyone determined how to find the Entity Usage Types for Avalara Mapping?The DAC documentation says the following, I am not sure what ListAttribute class is:  Here are the values in the drop down: Not sure where these values are established/managed…Cheers,k2 

Is it possible to have Master Contract ID auto number?  (screenid FS204700)   We have to manually create the ids and would prefer it auto number like customer ids and service contract ids.

After going live, we switched to Azure AD federated logins; this was a bit of a pain because we had to abandon all the original native accounts as they were replaced by disconnected/unlinked Azure AD accounts.We’re now in the process of migrating to Okta as our IdP and while I am able to get the Open ID connection set up, the user bind functionality doesn’t seem to match to Azure AD accounts (I suppose because it’s intended for native accounts).Is there any way to have Okta via OpenID bind to existing Azure AD accounts, or do we need to abandon a set of IDs again in order to make this work? If the latter, is there a way to migrate ownership of items to the new ID?