Discussions, Best Practices, and Product Feedback

Recently active
Forums
Help others

Updates to Newest Version

What is the process on keeping customer current on the latest release we have 3 customers on 2023 R2 when will the update happen to move to 2024 R1?

2 minutes ago

skumar98Freshman I

Configuration and Installation

What is the purpose of displaying a single screen name multiple times ?

In Access Rights by Role screen , I find some screens displayed twice or thrice but not sure why ? What would be the reason ?

7 minutes ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

We are having an issue where we have multiple technicians on an appointment, let’s say three for example, one departs (only selecting themselves to depart), then he arrives (again only selecting themselves), and the appointment moves to In Process. Once this happens, it starts logging time for all the technicians, even though there was only one selected and they are the only ones who have a travel time log. Obviously the other techs are not there, so they should not have their time being tracked. Here’s an example of what it looks like after arriving the one technicianAny help is appreciated, thanks!

14 minutes ago

jamestJr Varsity III

Reports and Generic Inquires

Power BI Connection

Hello all, Quick question. Can Power BI only connect to Generic Inquiries? Or is there a way to connect to the instance directly like you would a SQL Server connection? We’re on a cloud instance. Thanks!

17 minutes ago

tahayabaliFreshman I

Develop Customizations

Acumactica PUT and GET API

Hi all, I am planning to get the complete customer data from my Acumatica instance and then going to put updated customer info from my local database to Acumatica Customer form in Attributes Tab. I want to ask which API should i use? Please help me to find the solution. I have read the documentation but did not get the point. If anyone guides me it would be appreciated. Thanks ALL>

24 minutes ago

KarthikGajendranAcumatica Moderator

Retail

[23R1]-Import Matrix Items, Template Items using Import Scenario, Convert Stock/Non-Stock item to Matrix Item and vice versa and making the Matrix Item as Kit

In continuation with the below article, the current article explains how the same can be done in 23R1 and the difference between 22R2 and 23R1. Like in 22R2, in 23R1 there are out of box import scenarios for Template Item(Import Template Items), Matrix Item (Import Matrix Items). The Edit Template ID checkbox in the Item Class form which enabled the Template Item ID field in the Stock/Non-stock form is removed. The Is a Kit checkbox is enabled in the Matrix Item which allows the Matrix Item to be created as a Product Kit. Check All the above is done out of the box. Now to make the Template ID field editable in the Matrix item screen, the user has to publish the attached customization(“ImportMatrixItems2023R100.zip”) to this article. This customization package must be used only with 2023R1 and above. There is a customization package for users who do not have commerce module as well. Check the attachment: “ERPImportMatrixItems2023R1002.zip” For 22R2, check If the selected Templ

26 minutes ago

tahayabaliFreshman I

Configuration and Installation

User to database

hi I am trying to load U100 to my localhost but it shows error present in screen shot below. Can someone please guide me on this.

29 minutes ago

HarshitaCaptain II

Import and Export Scenarios

Purchase Receipt Import Scenario with Add PO

Hello community,I have been working on an import scenario of Purchase Receipts, where I am looking to import the lines using Add PO button → Under the Details tab, but the scenario isn’t working. Can anyone let me know what is it that I am missing here?Have attached the XML file of the import scenario. Thanks in advance.

42 minutes ago

sheilao08Jr Varsity II

Configuration and Installation

How to enable users to login to sandbox restored in pcs environment

Our production is hosted in Acumatica SAAS environment and users login using Active Directory. We created a new instances in our PCS environment for Testing purposes and restored a snapshot of production. Can someone please share how I change our sandbox to enable the users to login using their existing user ids so they still maintain all their previous roles and have their favorites, dashboards etc.

45 minutes ago

pauldubuque13Acumatica Employee

Manufacturing

Tooling Maintenance Tracking

Tool Maintenance TrackingDo you need to track tool maintenance? And I do mean Tool Maintenance not Machine maintenance, that is a different animal. I spent years working at a stamping manufacturer where tool maintenance was always a challenge. In my case, I am talking about sharpening a tooling die set. The tools were usually built for a certain life span – so many parts or hits before they needed to be sharpened or replaced. The type of steel and whether inserts were used in the tool, what material you were stamping, size and type of press were all factors.The problem:Sharpening the die takes time and cost money. It’s a hidden cost, while expected it was usually not well managed. To make matters worse, if the customer ordered more parts, we had no idea how much life was left in the tool without physically inspecting the tool, and we had thousands of tools. So, we would take the order and absorb the unexpected costs and delays.The solution:I came up with a method of at least att

58 minutes ago

Discussion Forums

Get inspired and gain all the knowledge you need

Financials

1729 topics
5741 Replies

Distribution

1674 topics
6472 Replies

Manufacturing

594 topics
2223 Replies

Construction

568 topics
1913 Replies

CRM

154 topics
451 Replies

Field Service

275 topics
914 Replies

Retail

452 topics
1982 Replies

Payroll

212 topics
698 Replies

Low Code | No Code Customizations or Integrations

218 topics
790 Replies

Develop Customizations

2358 topics
9595 Replies

Develop Integrations with Web Services | APIs

560 topics
2294 Replies

ISV Solutions

120 topics
488 Replies

Configuration and Installation

748 topics
2719 Replies

Reports and Generic Inquires

1722 topics
6699 Replies

Import and Export Scenarios

662 topics
2731 Replies

System Health and Performance

131 topics
478 Replies

Community site discussions

225 topics
420 Replies

Community Introductions

95 topics
281 Replies

Everything Else

711 topics
2358 Replies

News & Announcements

Acumatica News & Updates

110 topics
155 Replies

Events & Meet-ups

132 topics
83 Replies

Developer Newsletter

19 topics
0 Replies

43 topics
0 Replies

jpaquetteFreshman I

Configuration and Installation

Updates to Newest Version

What is the process on keeping customer current on the latest release we have 3 customers on 2023 R2 when will the update happen to move to 2024 R1?

2 minutes ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

14 minutes ago

jamestJr Varsity III

Reports and Generic Inquires

Power BI Connection

17 minutes ago

tahayabaliFreshman I

Configuration and Installation

User to database

hi I am trying to load U100 to my localhost but it shows error present in screen shot below. Can someone please guide me on this.

29 minutes ago

HarshitaCaptain II

Import and Export Scenarios

Purchase Receipt Import Scenario with Add PO

42 minutes ago

sheilao08Jr Varsity II

Configuration and Installation

How to enable users to login to sandbox restored in pcs environment

45 minutes ago

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Lookup data not populate in Reports

Hi Everyone,Good Morning,I have added a multiple filters in Report Designer. But, all are working fine expect Location lookup data not populated. Here is my setup… So please help me out, How to fix this? Thanks,Nageswararao A.

1 hour ago

nickfFreshman I

Manufacturing

Mass change with Rev control

We have a few engineering changes to do that affect over 800 BOMs each. Is there a way to do a mass change on these and uprev them at the same time?

1 hour ago

rcreasyVarsity I

Configuration and Installation

Limit Access rights on specific branches

I need to allow limited access to a branch outside a user’s home branch.One specific example - Our production managers need to see inventory levels at branches other than their own. This ability lets them find stock items they need to order from a sister branch. I don’t want to give the production manger the same rights they have on their own branch.Is there a way to do this?Also, this is just an example. There are other similar situations.

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

1 hour 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

AndreasKleinfeld72has earned the badge Manufacturing expert
leppleyhas earned the badge Easy talker

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