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Building a trial balance report

Looking to build a trial balance report that shows month by month balances for each account. Anyone know how I can create this? Ex.

1 minute ago

APistoriusFreshman I

Reports and Generic Inquires

Embed HEIC in PDF Report

Has anyone been able to get .heic files to embed in an Acumatica report? We are using Daily Field Reports in the PM module to capture and communicate field activities. Part of that is showing, in a concise format, images of what was done during the day. Everything works great if our field personnel take pictures THROUGH the Acumatica mobile app (saves images as jpg), but sometimes they end up with a picture on their camera roll (HEIC file type) and want to upload it after the fact. The problem we’ve found is that Acumatica Reports aren’t able to render the image(s) in the report. I realize that you can just go to the report record and open each image, but it’s much less efficient and doesn’t capture all the value of being able to auto-distribute the information via e-mail. Below you can see that we uploaded 16 photos (our report is built with enough variables to display 8), but photos #3, 6 and 8 are showing that there’s data (by virtue of the created date/time), but the image does

5 minutes ago

ldjmarcogFreshman II

Distribution

Non-Stock Item lead times

Aside from the use of attributes in a nonstock item is there any functionality that lets us add lead times to a nonstock item?

54 minutes ago

jsudakFreshman II

Distribution

How do we add or remove required fields?

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.

55 minutes ago

donnadeskins55Varsity I

Reports and Generic Inquires

Report Designer - how to hide a field and not have the space for that field still show on the report

I have a Warranties section of a quote report that has static information on every quote. The customer also wants to be able to customize each section with additional information.I created attributes that allow the user to enter custom verbiage and I’ve added the attributes to the report: I also created a visible expression for those fields, as I don’t want them to print if the user hasn’t entered any text in those fields.The issue is that the space for those fields still prints (even with the visible expression).If you put a visible expression on the whole group, it won’t print and it won’t leave a space for the group. But I really don’t want to have to split each little section out to it’s own group.Is there a way to do what I’m asking?

1 hour ago

saumyasewwandi60Freshman I

Reports and Generic Inquires

How to get ARPayment reference number as a Parameter

I am developing a custom report, and it needs to set the ARPayment , RefNbr as a parameter. I set the parameter in both ways in the report designer as follows,but it doesn't show the reference number in the frontend, Does anyone have an idea how to get the ARPayment reference number as a report parameter?

2 hours ago

driesdeklerk50Freshman II

Financials

Bank transaction allocated to the wrong account

Morning All, This transaction was allocated to the wrong account. How do I rectify it to be allocated to the correct account.

3 hours ago

tanya007Freshman I

Develop Integrations with Web Services | APIs

Integration Purchase Order

I am doing the Integration with my Platform to Acumatica , Now i need to create and Update the Purchase Order and Invoice from my platform to acumatica. So someone can explain me the steps i need to do this integration. I have hit the API to create the Purchase order but I need to add Products from my platform to acumatica from this modal form that i am providing it in the below screenshot.From here i will select the Products from the checkboxes and then choose the vendor from vendors dropdown and now i will create an invoice can anyone can help me to tell how will these products will be added in my purchase order ? what would be the location where i need to add these products ? what are the APIS i would require to use to send these products in the purchase order api so that when i open the purchase order nbr then these product will be added in my Purchase order.

4 hours ago

tanya007Freshman I

Develop Integrations with Web Services | APIs

How can i add Products in my Purchase Order

I am doing purchase order integration from my platform to acumatica so i need to pass my Product items from my platform to the purchase order creation in acumatica. For example i choose the 1st , 2nd and 3rd checkbox of select products , i choose a vendor now i hit the api so i am asking how will i send these products in my Purchase order create api and where will i see these Products name in my purchase order ? these products that are in the product name by selecting a vendor so where will be these product will be added or from where i can see these products in my Purchase Order in acumatica.

7 hours ago

PieterBLCFreshman I

Reports and Generic Inquires

Report needed to see which sales invoices have attachments

Hi, we scan and attach our proof of delivery to our invoices for easy reference. Our administrators in each branch have been instructed that all invoices need to have the POD attached, but this is not always done. I need a report which will show me which Invoices do not have attachments so I can address this with the branch manager.

7 hours ago

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jwarrenVarsity I

Financials

Building a trial balance report

Looking to build a trial balance report that shows month by month balances for each account. Anyone know how I can create this? Ex.

1 minute ago

APistoriusFreshman I

Reports and Generic Inquires

Embed HEIC in PDF Report

5 minutes ago

jsudakFreshman II

Distribution

How do we add or remove required fields?

55 minutes ago

donnadeskins55Varsity I

Reports and Generic Inquires

Report Designer - how to hide a field and not have the space for that field still show on the report

1 hour ago

tanya007Freshman I

Develop Integrations with Web Services | APIs

Integration Purchase Order

4 hours ago

tanya007Freshman I

Develop Integrations with Web Services | APIs

How can i add Products in my Purchase Order

7 hours ago

PieterBLCFreshman I

Reports and Generic Inquires

Report needed to see which sales invoices have attachments

7 hours ago

debbiereed72Freshman II

Distribution

Shipping - Default checked (true) Use Customer's Account when customer has account

Is there any way to force the User Customer’s Account box to be checked, by default, when the Ship Via selected is related to the Carrier where the customer has an account setup?

9 hours ago

kristybrooks83Jr Varsity II

Financials

Multiple Salespeople Per Sales Order

If I have only one line item on a sales order, can I have two salespeople on the sales order?

14 hours ago

alopez21Freshman I

Error: The required configuration data is not entered on the Account Receivable Preferences form.

I am doing a unit test of a customization for the accounts receivable module but I get the following error, I have already done the exercises of the pdf T280_Testing_Business_Logic_2023R2, can you help me?

14 hours ago

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