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Hi all, having an issue with our Hard Goods Forecast not pulling a correct date range. This is a report which I always struggle with because there’s no apparent GI it’s tied to, and then have to poke around in Report Designer to see what’s up.Here’s the basic report:Simple enough. Set the date range to this month, run report:And it pulls all historical data.So I go poking in Report Designer and nothing looks amiss (but then again I don’t know what the heck I’m looking for): I’m thinking maybe it’s the Left joins here?I’m new to this so I’m not sure where else to look… thank you!

Hi,Is it possible to run JavaScript code in Acumatica Customization Project ?Earlier I made customization project via c# codeI created customization project and implemented some business logic,Now I need to run some JavaScript code in Acumatica customization projectIs it possible to add js file to Acumatica solution which will be added to Acumatica customization project.If it possible, How can I do it ?

I have a prospective client that has a need for language and currency translation to Hungarian, for one of their sister companies.  Has this been done before?Appreciate the help in advance! 

I would like to know what level of customization we have for rounding profiles? For example for all SO related items I would like the pricing rounded to 2 decimal places. Customers, especially EDI transmitted, do not accept invoices with totals (or Cash discounts) that are beyond 2 decimal places. Conversely, on our purchasing module there we need costing to the 4-5 decimal places due to the piece prices.  AP Bills need to have unit costs to the 4-5 decimal but the Calculated Ext Cost only need to be rounded to 2 decimals.  Everything I have seen and/or read just have Price/Cost using the same rounding profile and no further customization beyond that. Any thoughts on what I am looking for?

My token is working and giving me the connection.  I have mapped the fields in the template with no issue but when I try to run the integration I get an error.  Smartsheet help says they are too busy to respond.  Any suggestions on what I should be looking for? 

Hey everyone. I’m working on the Change Order report, and I’ve taken the heading from our Invoice report and brought it over. All necessary tables are joined properly, but the text prints as empty when in the Change Order report despite containing text in the Invoice report. 

I am trying to convert an attribute on the customer record to a doublewhen it appears on a GI so that the data can be sorted with it. I have tried using the formula editor and using the convert formulas, but the don’t seem to work. I get an error saying “Error: The virtual field SALES2020_Attributes cannot be used in a condition expression.”, SALES2020_Attributes being the name of the text attribute. This is what the formula looks like in the formula editor: Any help would be appreciated! 

Hi ,I need to get data from third party application into my acumatica instance.I already have the rest api and I checked it with postman.It will work.Then,I need to get the data into my instance using this api.What is the workaround to archive it.thanks

Hello Everyone,I’m using business events to notify a sales person of a corresponding sales order if the order has been rejected.Kindly assist on how I should specify, so that the system should pick the email of the sales person who created the sales order or in Charge of the sales order i.e.  To:(sales person email)see below;All responses will be highly appreciatedThank you everyone.

In Acumatica instance of 22.212.0046 version I create a Sales Order.I chose a customer on header and an Inventory in the Details tab with some quantity. I Create Payment.I Release that payment.Then Icreate a Customer Refund on Payments and Applications screen and select the corresponding Customer.On Documents to Apply tab we set the Doc. Type to Payment, select the corresponding Reference Nbr., and RELEASE the Customer Refund. The Status of Payment becomes Closed, the SOAdjust.CuryAdjdAmt (UI name - Applied To Order) field continues to have amount. In other versions this field becomes 0. See the screenshot. After I delete the Sales Order's Detail line and attempt to save the sales order. I get the following error.SO Error: The applied amount cannot exceed the unbilled balance. Please see the screenshot. Is this an Acumatica bug or I should do the Customer Refund in another way? Do I miss something? Should I, for example put some checkbox, select some dropdown value, or do something els

 How can I achieve below function by overriding the action/s.“ I need to add a record/s of inventory lookup view to Receipts screen Details tab when I click panel buttons (ADD, ADD & CLOSE)”Additional info:Used version: Acumatica 22.112.0018No customizations publishedUsed data set  U100Below I have attached a sample demo (assume inventory lookup view consist of different set of records) 

Our client has a few cash receipts every month that need revenue deferred until the next month. Would the deferred revenue module be over kill for this? I looked into the module and it mainly deals with schedules so I am not sure if it would be the best solution for them. Example:They receive the payment is September for $10K. DR - CashCR - Deferred Revenue They receive the $10k invoice in October and apply the payment:DR - Accounts ReceivableCR - RevenueDR - Deferred RevenueCR - Accounts Receivable I was able to create a few work arounds for them but they haven’t been completely happy with them.The first was that they enter the receipt of cash through the banking module when they import the bank transactions. Then, the next month, they enter the invoice and reverse with a credit memo but change the revenue account when they create the CR. They didn’t care for this because it is not a true representation of what is being done which is paying it. The other resolution is to create a prep

Hello everyone, I want to know if it’s possible to create time cards for employees (these employees are set up as users in the system) ? Currently, in the screen EP.30.50.00 I can only choose my user.  

I'm trying to use UpdateDatabase to be able to insert my data into the UploadFileRevision table in the database without success.I don't know how to do the above request. ? 

I am creating an Import Scenario that will import multiple sales orders and multiple line using a tab delimed csv file. I have gotten it to the point where it is creating the sales order and their lines. there is just one problem. it is creating the first sales order with all its line perfectly but from there on it always missed the first line in the sales order.  I have created 3 sales orders with 10 Lines Sales order 1 or (241144) has 4 Lines Sales order 2 or (242111) has 2 LinesSales order 3 or (242130) has 4 Lines Sales order 2 and 3 have one line dropped i renamed the Quantities of my line from 1 to 10 to check what the pattern was. I do a look up on the Customer Order number I suspect this is where the problem is but no matter where I move it to in the file the bug persists.  Please see my screen shots attached. Any help as to why I'm getting this strange problem would be great.  Thanks Willem. 

I am trying to use an import scenario to run price recalculation on a list of Sales Orders (provider is an Excel provider).  Here is my import scenario.  If anyone has any ideas about how to do this, I would appreciate it. I’ve tried different variations of the OK button that are available in the list including <dialog answer>.  Also tried moving the OK button before the Action line.  Also tried the different Action->Recalculates that are in the list.Any help is appreciated.

When I enter a PO for a vendor and add a detail line for a stock item, the cost for that item is brought in from somewhere.  I thought it was from Vendor Inventory, but if I go there and select an item and click the Price/Cost tab, it will allow me to edit and save Last Cost but when I create a new PO that price change is not reflected.  Where is a PO taking its default costs from, and how can I change it?  Thanks.

Hello. Im trying to display multiple attributes (values) in one field on the report. Cant seem to make it work. Any idea?=[POLine.ProjectID] & [PMProject.AttributeProjectID]

Hello!Is there any way to set a column filter from a custom action in the graph?Like: 

Hi All, We are currently running into some issues identifying concise and strong logic to route a Sales Quote through Approval when a Business Account is not a Customer yet.The Numbering Sequences are not unique as converting a Prospect into a Customer and it seems that the Business Account Status and Type are not available in the Approval Map Entities and Fields for the Sales Quote. Any ideas?

Hello, Is it possible to create a default sorting option for a screen such as “MRP Display”? The customization tab in the top right shows it’s not a generic inquiry, so I can’t edit it that way. I guess I’m not familiar with what the difference would be here, because it looks very similar to a GI.   Thanks!

Hi Acumatica Support,As per checking the audit history is not available in the Vendor Access and Customer Access screen in Row Level Security. Is there a way to set a trail in this screen?Thanks!

Hello there.it is possible in the AU220013 Mobile workspaces screen to choose dasboard widgets and add them to a worspace, but when you click in the Widget tab of a workspace, on the dashboards column, some dashboards are not visible.I haven't found what the criteria is that makes a dashboard usable on that screen. It doesn't seem to be the ExposeViaMobile checkbox in the SM208600 screen, nor the fact of adding the dashboard screen in a customization project (in the mobile application menu). But then how do we do it?

Hi,A client is wanting to set up their system to automatically import data from excel files that are stored in a specific folder on their computer. They are wanting it to upload at certain intervals so that it can pick up new files when they become available.Is this possible at all through an inbuilt feature or through some kind of customisation?Kind regards,Andrew

We have a scenario where we sometimes need to convert lot numbers from one type to another.My question is. Is there a way to do this and have the attributes automatically carry over from the old lot number to the new lot number?