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I work for a large construction company, currently the thought process is to set- up all of our Revenue Budgets at the Task level only and to set-up our Cost Budgets at the Task and Cost Code level. The reason for this is to provide a high level view at the Revenue we are receiving and giving us the ability to be more specific and detailed within the Cost Budget, by adding that additional layer of identification with the Cost Code.By setting up each budget at a seperate level of detail, completely makes the WIP report unusable. The system will not recognize funds allocated to cost codes within the Cost Budget because the Revenue budget auto-assigns the default (0000)  cost code to anything labeled with just a Task. Please see the example below.Is this the way we should be thinking about both Budgets?Is their anyway to reconcile this without having both budgets at the Task and Cost Code level?Is anyone else out there running Revenue budgets and Cost Budgets at different levels of detail

I’m trying to make Dashboards to show poeple how to do their jobs. This often comes in list formats. Like the following, where every word or letter is a widget.Create        Release  A                    A  B                    B  C                   C                        D The current Dashboard formats don’t allow this, becuase you can’t have a widget (D) to the right of an empty space. I would like to have a “blank” or “spacer” widget we can add to make whitespace for user readability on dashboards. I think this would greatly enhance what is often the first screen type any user encounters when logging in.

Hi Everyone We have created a Business event to send an email on order confirmation with the SO details.Issue :The emails is triggered properly with Billingg and shipping address in the Sales order (If the Ship-To Contact and Ship-To Address is not overridden, In the email details is displaying as expected When we are doing the below Override Options I have override Ship-To Contact and Ship-To Address and updated the account name and address, in the email “Account name” and “Billing address” is not displaying I have override Ship-To Contact and updated the account name, in the email “Account name” is not displaying I have override Ship-To Address and updated the address, in the email “Account name” and “Billing address” is not displaying email displaying as below even we have dataAttaching the Business event, Template and GI.No customization Impact.

Hi Please assist , I'm attempting to set up a business event that will send out email notifications to supplier. Ive set up a generic inquiry as follows.I then set up a business event from that generic inquiry.However When i run the action on the inquiry , it says completed but doesnt trigger the event. Please assist, I don't know what I'm missing, i have attempted to troubleshoot using the following guide Troubleshooting business events | Community (acumatica.com) i still get same results. 

Anyone know why I got error after I uploaded the line detail ? the line details still showing empty and unassigned.  

Is there a way to configure the scenario we use for “Export AP Payment to ACH” to not use=Left(Provider.Coalesce([APPaymentList.ExtRefNbr],[APPaymentList.RefNbr]),10)But to instead use the [APInvoice.InvoiceNbr] field? There is another question about this in the community:but it has never been answered. Is there a way to join to the APInvoice table in order to bring this field into the ACH export file?

A simple task is taking too long to figure out - we purchase pre-printed labels that we apply onto each box.  We don’t sell these labels but do have them include in our BOM’s since we apply a label onto each box of finished goods.  We purchase the label on a roll of 500 labels per roll and we apply 1 label per finished goods box.My Base Unit and Sales Unit is set to Label and my Purchase Unit is set to ROL500.  I have a Units of Measure conversion set as From Unit: ROL500, To Unit: LABEL, Multiply 500.To test the conversion, I perform an Inventory Transaction Adjustment where I add 2 ROL500 (1000 labels).  The unit price of $12.50per roll appears correctly and the Ext Cost is the price times 2.  I then release and see the 2 ROL500 added at the correct cost.When I go to the Inventory Summary screen, it shows that I have a quantity of 2, but the UOM is displayed as LABEL even though I added ROL500.  I want it to show ROL500 since that’s what we purchase.  The Inventory Valuation Report s

Hello everyone! I have a question, I recently had to update my custom code, but I saw that the PXLongOperation.SetCurrentItem method was removed in Acuamtica 2023 R1. Does anyone know what I'll have to do or if the method has another implementation?Any help would be appreciated :) Thank you so much for your attention!

Hey everyone, I’m coming up short despite setting up tax categories, IDs, and zones. We have a customer that’s loading historical data with line items on invoices and they want to bring in tax line items but this error keeps coming up. Am I missing something? “The CA tax cannot be applied to the document because there are no document lines whose tax category contains the CA tax.”  

Error Inventory Release Issue with message error : "Error: Key field cannot start with a leading space." Please Help

Do we have lotserialAttribute package for the latest 23R1 version?

Where do the accounts and sub accounts that you can assign under Departments screen [EP201500] come into play.  I can not find where you can override expenses with these accounts or where they even come into play.  Thank you  

How does Acumatica handle items that contain a bottle deposit charge for states that have bottle deposit laws

Hi Support,  Please help how to check error with these error.  

Can we adjust ending cash account balance in module banking of acumatica 

Hey All I’m Trying to filter all sales orders using USER-DEFIND field    I’m using this Endpoint Method : POST URI: https://exemple.acumatica.com/entity/default/22.200.001/SalesOrder?$custom=Document.AttributeCPQORDNBR.value&$filter=custom.document.AttributeCPQORDNBR eq '00000110'&$top=100but it not working even i can see the custom field in the JSON Error :message\":\"An error has occurred.\",\"exceptionMessage\":\"The child type 'custom.document.AttributeCPQORDNBR' in a cast was not an entity type. Casts can only be performed on entity types.   Much appreciated  Thanks

Hi everybody! I was working on this Import Scenario but I’m stuck on how add data to the “Product Workgroup and Product Manager” column.I tried it to activate the “Override Product Manager” so i can added them, but maybe I’m missing something.Thank you for your help AcuCommunity!

Hello, team - I’m trying to create a customization for one of our branches.  They would like all new Sales Orders of Type = “QT” to have the Requested On date be the OrderDate + 14.  This would only be relevant to Branch 05 in our system.  I’ve attempted to put a formula in the Requested Date Default field.  I’m aware that this doesn’t identify any branch conditions, but figured I’d give it a try anyway.=[OrderDate]+IIf( [OrderType]='QT', 14, 0)However, this only resulted in an error, so my guess is that it’s the wrong way of going about it.  Any thoughts?  Thanks!

What are the implications of deleting an “empty” warehouse location that was used very briefly? A small amount of items were briefly transferred in and then out.

 Hello,What could be the possible issue why the value is not showing automatically in the subreport. The purpose of subreport is to display the information from the approval tab in the purchase order module. Please see details below. Report designer:  Parameters of SubReport from PO Main Form: Subreport Form with parameters:When I tried to print a PO, values are not displayed automatically in the subreport. However, when I clicked the Edit Parameter in the report form and assign a value manually to a parameters the approval information is displayed. Edit Form: Can you share your solution, please? How did you fix it? Thanks 

I extent and point from default endpoint (version 22.200.001) of acumatica and I add new fields in the stockitem, then call the stockitem by postman to view warehousedetails(Qty on hand), getting exception message ‘GenericArguments[0], 'PX.Data.FieldNameParam', on 'PX.Data.Optional`1[Field]' violates the constraint of type 'Field'.’, but I m trying same with the default endpoint it working expected, please let me know what I did wrong by mistake. or how can I resolve it Extended endpoint for Stockitem  

Hi Team, Thank you to everyone who has chimed in on past events.  This community has been amazing.  Do any of you know of a way to get emails sent out to a person/workgroup when a task or event has been entered with them as the owner?  Seems like this should be a functionality but I am not finding any answers to hopefully make this a reality.  Any feedback is greatly appreciated!

Hi Team,Seeking your assistance for this concern.I tried to add a new condition in approval maps in Acumatica but upon savings this error appear. By the way We add some branches and this error appears.Thanks !

 Hi, I have spent a few hours trying to work out how to programmatically add lines to Bills and adjustments and get the totals and taxes to correctly calculate on the header.  The below shows a bill where the single line for $150 has been added programmatically.   Note that the totals in the header are all Zero.  The below is what a manually keyed bill looks like with the same record (ie the answer I’m trying to get to)A few comments on the first screen shot where the line has been programmatically added:The totals in the header appear to be incrementally calculating.  For example if I change the price on the line from $150 to $160, the total shows the net difference from the original line addedThere is no Tax detailIf I manually add a record here the taxes appear in the header correctly calculated (but the Detail Total and Balance is still incorrect)I have tried programmatically adding record into APTaxTran before and after APTran but thus far have been unable to get the Bill to funct

Hello all,I created a new report which display the project transactions for selected Branch, from and to period. Client would like to get it in the email every Monday for previous period. Can anyone help me ?Branch: ABCFrom: 05-2023To: 05-2026 This is similar to Transaction for Period report (Acumatica default report ScreenId=GL633000).Could you please help me to create a business event for ScreenId=GL633000 and based on it I can create it for the report which I created.Ram