Discussions, Best Practices, and Product Feedback

Recently active
Forums
Help others

Does anyone know of any existing functionality around archiving projects that are no longer active? I’d like to be able to archive/inactivate them to the point that they do not show up on search lists when using the search bar.

233

20 minutes ago

Chris HackettAcumatica Community Manager

Events & Meet-ups

Acumatica Community Webinar - Managing Construction Budgets with Acumatica: From Setup to Execution - November 20, 2024 | 9am - 10am PT

Managing construction budgets doesn’t have to be complicated! Join us for this webinar to learn how to set up, monitor, and adjust your budgets to keep financial control in check. We’ll cover configuring budgets, tracking actual costs, making revisions, and setting up Acumatica’s budget alerts to help you catch overspending before it happens.Introduction to Project Budgeting Setting Up Revenue and Cost Budget Budget Tracking as the Project Progresses Revising the Budget Monitoring Budget Controls Reviewing Project Balances and Performance Metrics Summary/Q&APresented by Iqra Harrison | Senior Business ConsultantPROTELO, INC Register HERE

172

28 minutes ago

lunarchickadeeFreshman I

Reports and Generic Inquires

How can I use Data from a custom GI field as part of a condition?

Goal of the GI:Compare the Current Price Class with the New Price class, and filter out any entries that are already the same to reduce the amount of entries sent through an Import ScenarioCode for the New Price Class assigns a type of discount based on the amount sold:=switch(Max([Location.CPriceClassID])='STAFF','STAFF',Sum([SOOrder.CuryOrderTotal])>1200, 'RETAILBULK',Sum([SOOrder.CuryOrderTotal])<1200, 'CUSTOMERS')But as y’all know, when you make a new field, you can pull up it’s internal ‘field’ name, and I can use that for style like this: =iif(SOOrder_Formulad9d511aff428430595f645b5e7225bcf = [Location.CPriceClassID],'','red20') But I can’t use it for comparison in any part of conditions or even within the results grid=[SOOrder_Formulad9d511aff428430595f645b5e7225bcf] doesn’t work@SOOrder_Formulad9d511aff428430595f645b5e7225bcf of course doesn’t workjust SOOrder_Formulad9d511aff428430595f645b5e7225bcf doesn’t workIs this a hard limitation on GI’s, or is there a trick I don’

444

38 minutes ago

rmillerKimballVarsity I

Reports and Generic Inquires

Report Viewer Find only returning first instance

My controller relies heavily on the Find function (search) in the report viewer. The find function used to find the first instance on the first click (or enter key) of the find button on a report, then would find the second on a secondo click/return & so on through the list. This functionality is now lost, it will only find the first instance every time you use the find, its almost as if the report is re-loading every time you click Find. I have tested this in new instances of the same build and have the same results.Has anyone else noticed this, and is there a fix for it?Acumatica 2023 R2 Build 23.212.0024

42 minutes ago

skalb11Jr Varsity II

Distribution

SOOrderEntry Release From Risk Hold

I am sure this is a basic question, but I need to add some steps when releasing from Risk Hold.I copied my Release From Hold commands and changed it to ReleaseFromRiskHold. Visual Studio Acuminator message: The signature of a method with the PXOverride attribute must match the override method.I went into the Customization Project Code to have the system create the extension code for me. I did not find ReleaseFromRiskHold as an option. Code:public delegate IEnumerable ReleaseFromRiskHoldDelegate(PXAdapter adapter);[PXOverride()]public IEnumerable ReleaseFromRiskHold(PXAdapter adapter, ReleaseFromRiskHoldDelegate BaseMethod){ // my code here return BaseMethod.Invoke(adapter);}Thank-you.

141

1 hour ago

quantumlingualFreshman II

Other Developer Topics

Cannot find where line of code is present

changing standard Shopify integration:I am stuck trying to find out where cbapi.Put<SalesOrder>(obj.Local, obj.LocalID)from SPSalesOrderProcessor class SaveBucketImport is defined in standard code.I can find only interfaceI need to override logic behind last line of codeClass SPSalesOrderProcessor public override async Task SaveBucketImport(SPSalesOrderBucket bucket, IMappedEntity existing, string operation, CancellationToken cancellationToken = default) { MappedOrder obj = bucket.Order; SalesOrder local = obj.Local; SalesOrder presented = existing?.Local as SalesOrder; BCBindingExt bindingExt = GetBindingExt<BCBindingExt>(); // If custom mapped orderType, this will prevent attempt to modify existing SO type and following error if (existing != null) obj.Local.OrderType = ((MappedOrder)existing).Local.OrderType; SalesOrder impl; DetailInfo[] oldDetails = obj.D

609

1 hour ago

cmorelandSemi-Pro III

Financials

Updating Posting class on a part with open sales lines

I want to update the Posting class on about 3000 parts. Many have open Sales Orders. When completing these orders i want them to post to the new accounts. Do I need to recreate those lines? or will it roll up at the time of invoicing?

121

1 hour ago

sbhattaraiFreshman I

Financials

Month-End Closing Process/Checklist - Acumatica

I am currently looking to streamline our month-end closing process in Acumatica (Manufacturing Module) and was wondering if anyone could share their best practices or a checklist, they use to ensure a smooth and efficient closing process.Key steps/checkpoints for month-end close.Any modules or features in Acumatica that you find particularly helpful.Recommendations for reports or reconciliations to run during the process.Common challenges and how you address them.If you have a checklist or process flow that you can share, I would greatly appreciate it.

353

1 hour ago

stoner7mattFreshman I

Financials

Process Bank Transactions - Expense Receipt not showing up

We are using Expense Management, we are not using the bank feed to create receipts. When I attempt to match the bank feed to receipts that have already been submitted, they do not appear. I can see the transaction in the bank feed, i can see the transaction in Expense Management, how do I get all available expense receipts to populate so I can match them?

1 hour ago

jzhuVarsity I

Configuration and Installation

System Email Account for Gmail

Hello! Is there a proper way for setting up Gmail as system email account in Acumatica? I followed the instruction here Using Gmail With Acumatica and read through this solved post Gmail setup issue | Community but was still unable to test connection successfully. We mainly want to be using this to process incoming documents for the AP document recognition service. Thank you!!

2 hours ago

Discussion Forums

Get inspired and gain all the knowledge you need

Financials

2127 topics
7125 Replies

Distribution

2090 topics
7804 Replies

Manufacturing

756 topics
2845 Replies

Construction

711 topics
2523 Replies

CRM

226 topics
677 Replies

Field Service

344 topics
1143 Replies

Retail

515 topics
2343 Replies

Payroll

244 topics
859 Replies

Professional Services

3 topics
1 Reply

Low Code | No Code Customizations or Integrations

330 topics
1226 Replies

Develop Customizations

2853 topics
11650 Replies

Develop Integrations with Web Services | APIs

716 topics
2869 Replies

ISV Solutions

132 topics
542 Replies

Configuration and Installation

913 topics
3349 Replies

Reports and Generic Inquires

2119 topics
8275 Replies

Import and Export Scenarios

807 topics
3330 Replies

System Health and Performance

148 topics
564 Replies

Community site discussions

272 topics
539 Replies

Community Introductions

95 topics
293 Replies

Everything Else

844 topics
2820 Replies

Technology Partners and Customers

Forum for Acumatica technology partners and customers to collaborate on their unique products

MYOB User Discussions

19 topics
41 Replies

JAMIS Prime User Discussions

3 topics
1 Reply

News & Announcements

Get the latest on our community & company!

Acumatica News & Updates

125 topics
177 Replies

Events & Meet-ups

151 topics
98 Replies

Developer Newsletter

19 topics
0 Replies

50 topics
0 Replies

leahcarpenitoFreshman II

lunarchickadeeFreshman I

Reports and Generic Inquires

How can I use Data from a custom GI field as part of a condition?

444

38 minutes ago

rmillerKimballVarsity I

Reports and Generic Inquires

Report Viewer Find only returning first instance

42 minutes ago

skalb11Jr Varsity II

Distribution

SOOrderEntry Release From Risk Hold

141

1 hour ago

quantumlingualFreshman II

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! October, 2024

User leaderboard

Show full leaderboard

Acumatica employee leaderboard

Show full leaderboard

Badge winners

saifalisabrihas earned the badge Easy talker
sbhattaraihas earned the badge Easy talker

Show all badges

Acumatica Community

New to the community?

User leaderboard

Acumatica employee leaderboard

Badge winners

Events Calendar

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded