Discussions, Best Practices, and Product Feedback

Recently active
Forums
Help others

gracefFreshman I

Customer Tranaction summary

Hello,Looking to create report similar to the Vendor transaction summary, However i need for Customers.With Invoice dates, paid dates & Amount.

just now

RobLoweFreshman II

Distribution

Shipped qty in Shipments

We have an order on our system that was created 23/02/24. It had 1 line item, with a qty of 1 required. Today (07/03/24) I added another line for the same item, with a qty of 1.When I then Create Shipment, the original item populates the Shipped Qty with 0, but the new item populates the Shipped Qty with 1.The behaviour we want is as per the original item - i.e. the Shipped Qty should remain 0 until we actually pick/ship the item.We’ve noticed that the Location shows <SPLIT> for the original item and FG000000 for the new item - not sure if this is related?Note: we have only edited the original order to demonstrate the different behavior, our new orders behave as the added line does, which is not what we want.We have tried editing various settings, but cannot get new orders to behave as we’d like.It seems as if when the original Sales Order was created there was item/setup data recorded that makes the Shipment behave in a certain way for the existing item.But when you add a new it

4 minutes 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?

5 minutes ago

Chris HackettAcumatica Community Manager

Events & Meet-ups

Upcoming May and June 2024 Acumatica User Group Meetups

Check out these meetups happening in May and June. If you’re a customer in any of these areas, please think about joining in!Join the SE Acumatica User Group and then RSVP HEREJoin the S. Texas Acumatica User Group and then RSVP HEREJoin the NE Acumatica User Group and then RSVP HERE

6 minutes ago

jdreselFreshman II

Financials

Recurring transactions invoice created outside of schedule

Hello,We have a new employee that started. They entered an AP bills that was suppose to be on a recurring schedule. The invoices slipped through, approved and paid. Now that the recurring invoice is off schedule, whats the best way to get it back on schedule, and is there a way to tie the accidental invoice back to the recurring to get it back on schedule? As you can see the dates are also greyed out and unable to be changed. I assume i can run the schedule and just delete the invoice, but that still leaves a whole in the generated documents list. Thanks,Jeremy

7 minutes ago

Chris HackettAcumatica Community Manager

Events & Meet-ups

SAVE THE DATE | NE User Group meeting June 4, 2024 | 11am - 2pm ET

We are very excited to announce the NE Acumatica User Group Meetup - June 4th, (Tuesday) - 11am - 2pm ET. If you are in NE or happen to be in NY area and can attend, we love to have you participate. Agenda:Introduction/kick off R1 & R2 release key features overview/demo DRP/Distribution Resource Planning Lunch Global PayEX: Realizing Real-World Benefits: AI/ML Powered AR/AP Automation Solutions Brief presentation on mobile order entry system using tablet integrated with Acumatica. Q&A/Closing Location - TBA RSVP - Coming soon PLEASE NOTE - This is a pitch-free environment. As such, Acumatica partners should only attend if a client/prospect is present. NOTE - if you forward to someone who doesn’t already belong to this group, and wishes to RSVP. Login to community.acumatica.com with their portal.acumatica.com login (or sign up if they don’t already have an account) Go to the NE User Group site Request to Join Once approved, RSVP there to the event

14 minutes ago

PrasadugFreshman II

Develop Customizations

Customized field value not indicating in the GI After the system upgrade from 2022 R2 to 2023 R2

Hi,One of customized field values are not indication after the system upgrading in the system, which is a text customized field and the field name is UsrShipment_Num. other text customized fields are working without any errors which are same to the mentioned earlier. Is the issue arised due to the underscore ( _ ) symbol?what can I do for correct this issue?Please advise on this ThanksPrasad

17 minutes ago

kelsy

Financials

How can expense management be enabled?

How can expense claims be enabled on our platform? I read that we will need to enable Expense Management from the “Enable/Disable Features” screen, however this option is not available. Similarly, the “Time and Expenses” page has very limited options.

23 minutes ago

mnecaiseVarsity I

Construction

Is it possible to automate the "lock budget" function?

We are needing a way to automatically lock the project revenue budget at the end of the month. Since these entries are not considered “transactions” they can still be modified after the financial period is closed. We found under Budget Operations, in the Project, there is the ability to lock and unlock the budget.Is there a way that we can set a business event to automatically lock the budget on any jobs with a start date of the previous month on the first day of the new month? Or create a GI allowing a mass record update we could use to manually lock the budget?

26 minutes ago

cwomack98Jr Varsity II

Everything Else

Outlook Add-in keeps spinning

Does anyone else’s add-in just spin unless you close Outlook and reopen? Not using a web browser, using the outlook app.Then you can use it once and have to close and reopen it every time you want to add something to Acumatica? At first I was told I have to have the Display settings in Outlook set to Optimize for compatibility but it was already set to that so I changed to Optimize for best appearance (application restart required) and it would work for one use. Switched back and of course had to restart and it worked for one use again. I now just close and reopen without changing the settings and can use it for one use. Getting tired of closing and reopening Outlook in order to get things attached in Acumatica.

44 minutes ago

Discussion Forums

Get inspired and gain all the knowledge you need

Financials

1745 topics
5767 Replies

Distribution

1686 topics
6496 Replies

Manufacturing

595 topics
2231 Replies

Construction

571 topics
1927 Replies

CRM

155 topics
453 Replies

Field Service

278 topics
919 Replies

Retail

451 topics
1990 Replies

Payroll

213 topics
704 Replies

Low Code | No Code Customizations or Integrations

219 topics
798 Replies

Develop Customizations

2371 topics
9621 Replies

Develop Integrations with Web Services | APIs

571 topics
2320 Replies

ISV Solutions

120 topics
490 Replies

Configuration and Installation

750 topics
2742 Replies

Reports and Generic Inquires

1734 topics
6737 Replies

Import and Export Scenarios

664 topics
2746 Replies

System Health and Performance

132 topics
478 Replies

Community site discussions

227 topics
420 Replies

Community Introductions

95 topics
281 Replies

Everything Else

714 topics
2364 Replies

News & Announcements

Acumatica News & Updates

110 topics
156 Replies

Events & Meet-ups

134 topics
83 Replies

Developer Newsletter

19 topics
0 Replies

43 topics
0 Replies

gracefFreshman I

Financials

Customer Tranaction summary

Hello,Looking to create report similar to the Vendor transaction summary, However i need for Customers.With Invoice dates, paid dates & Amount.

just now

RobLoweFreshman II

Distribution

Shipped qty in Shipments

4 minutes ago

alopez21Freshman I

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

5 minutes ago

jdreselFreshman II

Financials

Recurring transactions invoice created outside of schedule

7 minutes ago

PrasadugFreshman II

Develop Customizations

Customized field value not indicating in the GI After the system upgrade from 2022 R2 to 2023 R2

17 minutes ago

kelsy

Financials

How can expense management be enabled?

23 minutes ago

cwomack98Jr Varsity II

Everything Else

Outlook Add-in keeps spinning

44 minutes ago

garcimig09Freshman I

Reports and Generic Inquires

Help with linking salesperson ID to the AR-Customer Page screen name AR3030PL

I’m struggling to get the sales person Id to the the page. All I get is numbers and not an actual name.Can someone help me figure out what I did wrong?

1 hour 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.

1 hour ago

rashmikamudalinayake10Jr Varsity III

Low Code | No Code Customizations or Integrations

The header value doesn't automatically update.

This is an extension of a thread: How can I change header value of a field based on currently selected row in the grid.So far, I have found a working solution. However, there's a minor issue: the UsrWorkCenterID field (show details...) doesn't update automatically. I need to clear the current record to obtain the new value. If anyone knows how to resolve this minor issue, please share the solution. protected void AMProdItem_UsrWorkCenterID_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e) { // Getting the production item data. var prodItemRow = (AMProdItem)e.Row; if (prodItemRow == null) return; // If there's no data, return. // Trying to find the current operation info. var currentOperRow = Base.Caches<AMProdOper>().Current as AMProdOper; // If the current operation matches the item's details, use its Work Center ID. if (currentOperRow != null && currentOperRow.ProdOrdID == prodI

2 hours ago

New to the community?

Get Started HERE and be sure toIntroduce Yourself

Acumatica User Groups

Educational Resources

Community Library

Blogs

What you may have missed in the Acumatica Community! March, 2024

User leaderboard

Show full leaderboard

Acumatica employee leaderboard

Show full leaderboard

Badge winners

ruchikasharma23has earned the badge Integrations and Web Services | APIs expert
kpopovahas earned the badge Integrations and Web Services | APIs expert

Show all badges

Acumatica Community

New to the community?

User leaderboard

Acumatica employee leaderboard

Badge winners

Events Calendar

Latest Articles

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded