I would like to setup the Project module to track our consulting projects, most of which are prepaid. For example, let’s say we invoice a customer for 8 hours of work. I would like this to show up as a liability in our GL and project.As our consultants work on the project, I would like the project billing to automatically deduct from the prepaid amount and to generate a $0 invoice. Can this be automated? It doesn’t look like you can have an allocation or billing rule that looks at the balance of another account group in the formula, so I’m not sure it is possible. The expectation is that consultants will not go over the number of hours that have been sold without an approval so I would actually be fine having to look at a custom report that shows projects that are over budget… Guidance/advice from project experts is appreciated 😊P.S. there should be a “Project” sub forum on this community!
Hello, I have a requirement to send a report to vendor in excel format using Email.I know this can be done by report designer and “report template”. But, right now, this report is simply wrote in GI. So I am asking is there a way to directly prepare this excel report and send by email. I also know a way to prepare the excel report in automation by using export scenario, however, in this way, It seems I can just upload this prepared file using SFTP or FTP, while our vendor insisted receiving the report by email. So can anybody help me?
I researched all the articles that came up and not sure I am getting to an answer.We have a client that creates production from a sales order. In the BOM they have pictures at the step level. prior to Acumatica it was done in word which is a no brainer. But now that they are automating, they want to produce the router with the image on the print out.
Hello, I am trying to write a GI to get the customer’s sold since information like the below screen. You can find my share in the below post: My solution almost works fine, but I find it difficult to get the “last sale qty” and “last sale price” by item using GI. The last sales date can be got because the default aggregation is MAX, the max date is exactly the last date. However, the max(orderqty) is not the last order qty, and also the max(unit price) is not the last unit price. so currently, I am using the AVG unit price and Sum Order qty as a workaround, and it can be accepted by user. But still, I am eager to learn how can I get the data using a single GI? Thank you.
Howdy all,I’m looking for support on showing some additional customer aging data on the Invoice Form (AR641000).Ideally I’d show these fields:Customer Current Balance Invoice Amount Customer Current Balance - Invoice Amount as “Revised Balance” I *think* what I want to do is add a subreport to the invoice form (AR641000) that references the Customer Documents Total filed from the AR Balance by Customer Report (ar632500). But I’m not clear how to access that exact field value:But I’m not sure what the best way to proceed is in order to recreate the field “$CustomerBal” and add it to the Invoice as a subreport.Or, should I try and do the linking within the current report so I can have “$CustomerBal” interact with the invoice total field? Would be curious to hear what others would do.Thanks for the ideas!
I’ve got what seems to be an obscure technical question, but read all the way to the end to see why it matters. If I build a Generic Inquiry on the CustSalesPeople table, the IsDefault field appears in the SQL Trace results, showing that this value is pulled from the database. See these two screenshots: But if I build a Generic Inquiry on the POVendorInventory table, the IsDefault field does not appear in the SQL Trace results. Somehow it must get magically pulled from the Acumatica Framework somehow. See these two screenshots: Now for why this matters. I’m able to use CustSalesPeople.IsDefault in a CONDITION or a JOIN, but I’m not able to use POVendorInventory.IsDefault in a CONDITION or a JOIN. Sometimes I need to get the “default Salesperson for a Customer” so I join from Customer to CustSalesPeople and include CustSalesPeople.IsDefault=true in the join. This works great. But what if I need to get the “default Vendor for an Item”? I’m not able to do that because I can’t join from In
I have some specific questions about about how Acumatica developers manage customization projects, in particular those that involve custom C# classes and are developed using Visual Studio: How do you manage your code repository and versioning for Acumatica customizations? Would you recommend using the built-in Azure DevOps tools in Visual Studio to manage Acumatica customization code? Do you have any advice for maintaining multiple different versions of a customization project that correspond to different Acumatica builds? What’s the best way to manage multiple development sandbox instances for multiple clients? Is this usually done on a virtual machine? Do you have any general advice for QA / testing specifically in Acumatica? How would you set this up for a small team without a dedicated testing engineer?Any insight or advice on these questions would be greatly appreciated!
Yesterday our client informed me that there is an issue with using Gmail for sending large volume email-based communications from Acumatica. They were trying to send some 4500 statement emails when they encountered the following Gmail error: Too many login attempts. Please try again later. From my reading up, this error is possibly caused by each statement email sent creating a login attempt to the Gmail account. 2 questions on this:Does Accumatica have a config SMTPKeepAlive, which will allow the already created SMTP connection to be reused (without having to re-login each time)? If it does, is this configuration switched on? Is this an issue you have encountered before with Accumatica, and if so how was it resolved?
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.
Looking to make a report that will print on a Zebra label.The only report parameter I need is Item # (InventoryItem.InventoryCD) and the the user should be able to select a single Item # for printing.This is the end goal - a 4”x6.75” label with the Item ID and Item Description.Need to be able to select and print a label for either Stock or Non-Stock Items. The report I’ve created gives me a look-up option for the item but when run the report, I get a label for every item in the system (and this is not my intent). I’m learning Report Designer through trial and error and this request seems so simple, yet I’m stumped. Any help would be appreciated.
Is there a way to connect a single scale, maybe two or three in time, to Devicehub without having to purchase "Automated Warehouse Operations"? It seems kind of silly that we can’t even connect one.Will we ever purchase "Automated Warehouse Operations"? Likely in time but we have a long way to go before getting into the Manufacturing and Warehousing aspects of Acumatica and we’d like to be utilizing this in Shipping now.Is there a compromise or work around anyone’s thought of that works? Thanks ;-)
There is a lot of documentation and training around non-XML data providers but not very much around XML data providers. The documentation and examples don’t feel very clear around what can be done before custom development is required.To create this XML file going out, can I use the existing XML data provider or will I have to create my own? (There are more elements but this example shows the deepest elements and entities.)<?xml version="1.0" standalone="no"?><File PmtRecCount="7" PmtRecTotal="7000.00"> <PmtRec PmtCrDr="C" PmtMethod="CHK"> <Message MsgType="CHK"> <MsgText>Check Memo~35</MsgText> </Message> <Check> <ChkNum>1234567890</ChkNum> <ChkDocNum>CR9999CL9999WS9999</ChkDocNum> <DeliveryCode>100</DeliveryCode> </Check> <OrgnrParty> <Name> <Name1>ABC Company~60</Name1> </Name> <PostAddr> <
Hi I would like to analyse sales and COGS via subaccounts. I have created subaccount under GL for the inventory ID. I have also indicated the subaccount when invoice is created. However, when I generate the P&L, only the sales is breaking down in subaccount but not the cost.Is there a way to indicate subaccount in shipment? Or why the ARM is not breaking down the COGS into subaccount?Thank you in advance.
We are a distribution customer and new to Acumatica. So please be gentle in your responses as this is my first post. I did a forum search and believe that there are not any topics that have already addressed this question.We need the ability to either discount (up to 100% of the price) or provide an item(s) as “FREE”. Scenario’s when this is necessary: Carrier Lost Shipment, Item(s) damaged in Transit, Item missing from the shipment, warranty replacement or simply provide customer with a marketing freebie. . I consider all of these as advance replacement. One additional scenario is that we need to refund a portion of the original sales price because we charged the wrong amount (for an item(s)) on the original sales order (maybe a discount code or contract price wasn’t properly applied or our the owner of the SO just failed to give a 1x discount as part of a price match).The above scenarios are typically handles where there is almost never an expectation for the physical item to b
Our client is using an external shipping calculation for Sales. Specifically EasyPost. There are a number of Ship Via codes they will use for Sales. At the same time they want to be able to use a different set of Ship Via codes on Purchase Orders. Right now in both Sales Orders and Purchase Orders you see the same set of Ship Via Codes. Is there any way to limit which are seen based on the document type?
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