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HiNot sure if anyone know how to reserve the inventory once the invoice released?We encountered a senario as belowCustomer last mins cancel the shipmnet which mean the invoice that we generated is need to cancel. How to cancel invoice and reverse the inventory ?Could anyone give me a guide/Step? 

 Hi all,I tested creating a new user from the website and it failed to sync into Acumatica until that user was added to a B2B company.Any changes made on the B2B side of the company are now over-written by the Acumatica values (tested on addresses and price lists). I see the sync on this is bidirectional, can I use other option on this?Another thing, I have B2C and I was able to use the "Trade Application Application" to signup a new account that created a customer in BigCommerce and a Company in BundleB2B that was able to sync without issues after I approved the company. If we have all new customers sign up for accounts this way instead of the native BigCommerce account sign up this may be the way to do it? There are some limitations on B2C business. any advise? Thank you.

HiIs it possible to one-step transfer a stock transfer to multiple warehouses at once? 

Hello, i am trying to work on non stock kit flows:image 1 shows the non stock kit simple two components.image 2 and 3 show the sales order and shippmentimage 4 is action print picklist, but why the pick list does not who the two components as specified in the kit spec as in image 1?  RATHER, it only shows to pick the non stock kit.. please help anyonethank you IMAGE 1 image 2 and 3 IMAGE 4  

Hi,Attempting to mass update the following fields as part of a initial implementation, but receiving the below error that the Warehouse Locations cannot be found, yet they are present in the Warehouse list.  I am new to Acumatica and learning as I am going, but wondering if there is something obvious that I am missing to cause the error.     IMPORT SCENARIO: ERROR: Field: Default Issue From, Value: SS-07-R4-S4-B1 , Error: 'Default Issue From' cannot be found in the system. Field: Default Receipt To, Value: SS-07-R4-S4-B1 , Error: 'Default Receipt To' cannot be found in the system. 

Hi all...perhaps someone can share some ideas on following TAX (VAT) issues.To be able to create a meaningful tax report i have created 3 different tax zones and tax categoriesTax zone 01 / category 01 = local purchase and sales on 15% VAT. All stock items are set to this category, all good in this scenario.Tax zone 02 / category 02 = all foreign customers (exports) set to tax zone 02 / category 02, this category is set to 0% VATTax zone 03 / category 03 = all foreign vendors (imports)  set to tax zone 03 / category 03, this category is set to 0% VATThe VAT for imports is paid by the customs clearing agency and invoiced as 'Custom VAT" together with other charges to us. In our tax report we need to show the total value of imports and total value of exports for the tax period.In my opinion the tax setting of the foreign customer and vendor should have priority over the tax setting of the stock item.Currently you have to go to each line item and manually change the category to 02 or 03 t

My team is trying to create a report for budget to actuals by salesperson. We have created an attribute associated with the employee class called Sales Budget and entered in the amounts for each of our salespeople. Each of our salespeople are Owners of their respective Opportunities. We are attempting to join the EPEmployee/CREmployee table with the CROpportunity table in order to create a GI that shows Salesperson, Budget and then sums their actual sales for the period.  Has anyone been able to join the employee object with the opportunity object through the Owner field (or otherwise)? Any ideas would be appreciated.   

Hi All, How can I restrict a GL Account and Subaccount to specific company/branch?Any help will be highly appreciated. Thanks, Anne Samson

I’ve tinkered with the groupings and aggregates for a bit and haven’t come up with a way to do this and wanted to check here first before going the SQL view route. I have an inquiry that is showing shipment line detail per order. I only want to see the data for the sales order’s FIRST shipment though. How can I accomplish this without grouping by order nbr and doing a min on the shipment nbr? I still want to see the line detail and the grouping then takes this option away.Thanks!

Hi. Anyone knows the needed mapping rules for Acumatica to sync Correctly in B2B Bigcommerce?

Hello.We have a use case where we would like to send an automated email for example when a customer has not placed a new order for 90 days. We couldn't find a field in Acumatica with the customer's last order date, so a GI doesn't seem to work. Is there a solution to this without programming it?

Hello,We have multiple warehouses.  All sell/MFG the same products.  We’d prefer not to have a BOM for each warehouse since they are all the same.  However, when I regen MRP after entering a sales order, I get different results if the warehouse on the sales order differs from warehouse on the BOM.Example:Finished product with 4 different materials.Enter a sales order for the finished product using the warehouse on the BOM. Regen MRP MRP Display suggests a production order for the finished product AND purchase suggestions for the materials  (this is the desired behavior)Enter a sales order for the finished product using a warehouse NOT ON THE BOM. Regen MRP MRP Display ONLY suggests a production order for the finished product.  It does NOT suggest anything for the needed materials.I have tried using substitution work centers and see no difference in behavior. Again, I am just trying to avoid having 7 different BOMs for the same finished part just because it is being made in a different

Hi:Is there in the Acumatica Construction project management module a project planning and status board where one sees in calendar/Gantt format all the projects, and where one can schedule a new project using drag and drop? Somewhat similar as in Field Services edition or now in Acumatica Manufacturing Edition -Advanced Planning and Scheduling - Visual graphic.This is so basic to project management.I hope that SmartSheet has it. I have to check it out.Or does Procore have it?I appreciate your help.Toon SixToonSix@intercs.com

 Hi,I need your suggest , how dissable button pay for specific role / user without customize/ coding .  

I have a SQL View that returns data when I run a select statement in SQL Query Analyzer.  I get an error that the CustomerLocationID field does not exist when I try to access the DAC.If I remove that field, it works fine.  But I need that field.This is the DAC #region SOShipment [Serializable] [PXCacheName("SOShipment SQL View")] public class ICSSOShipmentSQLView : IBqlTable { #region CustomerID [PXDBInt] public virtual int? CustomerID { get; set; } public abstract class customerID : PX.Data.BQL.BqlInt.Field<customerID> { } #endregion #region CustomerLocationID [PXDBInt] public virtual int? CustomerLocationID { get; set; } public abstract class customerLocationID : PX.Data.BQL.BqlInt.Field<customerLocationID> { } #endregion #region ShipmentNbr [PXDBString(15, IsUnicode = true, IsKey = true)] public virtual string ShipmentNbr { get; set; } public abstract class shipmentNbr : PX.Data.BQL.BqlString.Field<shipmentNbr> { } #endregion }This is th

Hi, I modified a report but unable to save it to server. I can preview it but when I try to save to server, I get the following not helpful error.  It does not tell me which field is too long.  The report is AR641000. I was able to save the report but after some changes, it started showing the error.  The error doesn’t tell me which field is causing the error.Anyone know how to narrow down the issue and resolve it?Report designer version is 2021.115Mark  

Hello everyone, I have a few custom forms (new screens) and a set of fields on Acumatica’s standard screens. I have two questions:how can I set a screen visibility in the site map based on an enabled/disabled feature from FeaturesSet? I have a set of fields which are repeating on multiple screens. I know I can set their visibility using RowSelected event on each individual screen but I was wondering is there any easier way of setting a group of fields visibility from FeaturesSet or Setup screens rather than doing on each screen?  

I am getting an error that says I cannot have the same customer id and vendor id during import.  Some customers and vendors have the same id.  Why is this an error or is there a setting to allow this? IS - customer 1 has a code of ADV001 and vendor 1 has a code of ADV001.  No relationship between customer and vendor.  Thanks,Nirav S.

Hi everyone,I would like to know what would be the best way to isolate a value that appear in all the lines. I am working on a freight cost report to have SOPackageDetail in its relation. When I add the table, my DocAmt and FreightCost repeat itself based on the number of line in SOPackage,LineNbr. I try to use below formula to filter out but not successful:=IIF([SOPackageDetail.LineNbr]<>first(SOPackageDetail.LineNbr),0,[ARInvoice.OrigDocAmt])=IIF([SOPackageDetail.LineNbr]<>Last(SOPackageDetail.LineNbr),0,[ARInvoice.OrigDocAmt])=IIF([SOPackageDetail.LineNbr]<>MAX(SOPackageDetail.LineNbr),0,[ARInvoice.OrigDocAmt])These formula work with most cases but there are shipments that does not start with line 1 and value could not be shown. See below screen shot for reference:  I have attached the file for reference. Hopefully someone would be provide insights or directions on how this can be done. Kind regards,Calvin

Hi,I am trying to import in project quotes and getting an issue I can't seem to resolve any help will be appreciated.Autonumbering is turned on for Projects  and turned off for Project Quotes (as migrating old quotes need to keep old numbers)Import scenario as below:The quotes import in with no issues or errors, when I try to submit a project quote, that’s been imported and was the first record to be created it works no issues.If I try to submit any other quotes that have been imported I get the following errorError: Updating  'Project Quote' record raised at least one error. Please review the errors.Before I try and submit it has <NEW> in the Project ID as I would expectAfter I click SubmitIf I go back into the quote it has <new> back in the project ID field but still will not submit.The Trace showsError: Updating  'Project Quote' record raised at least one error. Please review the errors.'New Project ID' cannot be empty. I have tried to import the quotes in a different or

Hello,I want to write reports and/or GIs to show audit trail history.Specifically, I want to show value changes, the field name, what the value was before and the new value and the user who performed the change.I would also like to be able to report lines that were deleted.Specifically, this is for projects, but the question is applicable in general.What table and fields would I use?I see an AuditHistory DAC, but it does not have USER, BEFORE VALUE, AFTER VALUE.And the ModifiedFields entry seems like an unusable jumble of stuff.

In 2020 R2, I can't figure out how to allow users to able to see Update History (Tools...Audit History) without also being able to click on the Enable Field Level Audit button.  I would like users to see update history and not be able to do any Enabling.  The Field Level Audit role allows the Audit History item to show on the Tools menu but I can't see where I can control the Enable button.

I Have joined 2 tables TSNewQCOrder and TSNewQCOrderSpecializedTest.I write the view.public PXSelectJoin<TSNewQCOrder,         InnerJoin<TSNewQCOrderSpecializedTest,             On<TSNewQCOrderSpecializedTest.qCOrderType, Equal<TSNewQCOrder.qCOrderType>,                  And<TSNewQCOrder.qCOrderNbr, Equal<TSNewQCOrderSpecializedTest.qCOrderNbr>>>>,         Where<TSNewQCOrder.qCOrderNbr, IsNotNull>, OrderBy<Desc<TSNewQCOrder.createdDateTime>>> TSSOShipmentQualityOrderView;  protected virtual IEnumerable tSSOShipmentQualityOrderView()        {            SOShipment rec = Base.Document.Current;             PXSelectBase<TSNewQCOrder> cmd = new PXSelectJoin<TSNewQCOrder, InnerJoin<TSNewQCOrderSpecializedTest,                On<TSNewQCOrderSpecializedTest.qCOrderType,              Equal<TSNewQCOrder.qCOrderType>, And<TSNewQCOrder.qCOrderNbr, Equal<TSNewQCOrderSpecializedTest.qCOrderNbr>>>>,         

Hello,Has anyone had any success in getting a selector to work on a custom field added to the mobile application? I have added the field successfully, however, it is giving me a weird dropdown arrow instead of directing me to a selector screen like I would expect (similar to “Employee” field above it).My code:update screen PJ304000 { update container "LaborTimeAndActivities" { fieldsToShow = 7 add field "EquipmentID"{ placeAfter field "Employee" } } }Mobile view:Application View: 

Hey all,I have a situation with a document discount that when an Invoice is Copy ‘n Pasted it creates a copy of the discount.  I read this article, which is helpful, but I feel I’m missing something because nothing I’ve tried has worked.I’ve set a PXCopyPasteHiddenView in a PXGraphExtension<ARInvoiceEntry> class:[PXCopyPasteHiddenView]         public PXSelectJoin<ARInvoiceDiscountDetail, InnerJoin<ARInvoice, On<ARInvoice.docType, Equal<ARInvoiceDiscountDetail.docType>, And<ARInvoice.refNbr, Equal<ARInvoiceDiscountDetail.refNbr>>>» Discounts; I’m wondering if my PXSelect/PXSelectJoin is incorrect and if so what should it be?Thanks all!