Discussion Forums

We are unable to find a screen in Acumatica like we use in our current system. The screen is a tab in the customer record and shows all activity such Quotes, Sales Orders, Invoice, Credits, Payments etc. See screenshot.Thanks

Client wants to Back up the data in their production environment to the test instance of Acumatica. Currently we use a single instance multi tenant environment which has production, UAT & test intance for this client. Production is under tenent id 2 and Test instance is under tenant id 3.We need to clarify would there be any issues if we perform this process of creating a snapshot of live environment and restoring it in the test instance and what impact would it have in the whole system since we run a single instance multi tenant environment.What will be the impact that would have on the data that are already in the test environment would they get override when we do the restoration or would they be duplicated and the would there be any impact in the current configurations/Customizations  of the production environment? 

Hello, We’ve been using Acumatica WMS for about two years now. We were initially excited about the picking functionality—using a smartphone via the Acumatica app, or a handheld scanner—but it has not lived up to our expectations. I’m curious if anyone is having success? Here are our pain points: In order to pick via the handheld, you also need a printed picking worksheet to know where to go and what to pick. Using the Review screen during the pick is inefficient to look back-and-forth between. I wish the picking screen would tell you more about where to go, what SKUs and quantities to pick, rather than leaving you “blind” to that information.  It is therefore much easier for our team to just use the printed picking worksheet to pick orders. Using the handheld takes much longer.  As far as I know there’s no way to simply mark a picking worksheet as “picked” in Acumatica. You have to actually scan everything (which takes forever). Therefore our team just deletes the picking worksheet aft

If I want to modify the html for a custom field in a grid view, I am not sure where to do it.Example scenario:I created a custom field in the GLTran table UsrNSCustomer.  In the Modern UI editor (in Project Editor), I add the field to the view.This is the field I added as it shows in the editor. the typescript file is generated.  Now the field shows in the grid when I publish the customization. import { PXFieldState} from "client-controls";import { GL301000, GLTran } from "src/screens/GL/GL301000/GL301000";export interface GL301000_GreenSparkGLUDF_generated extends GL301000 {}export class GL301000_GreenSparkGLUDF_generated {}export interface GLTran_GreenSparkGLUDF_generated extends GLTran {}export class GLTran_GreenSparkGLUDF_generated { UsrNSCustomer: PXFieldState;}The html in the editor does the job of pulling this field onto the grid using the gridDetails id. <qp-tab id="tabTransactions" caption="Details"> <qp-grid id="gridDetails" view.bind="GLTranModuleBatNbr" w

Hi,I’m trying to retrieve more detailed information about the items in a shipment.The REST API endpoint /entity/Default/23.200.001/Shipment/<shipmentNbr> returns the InventoryID.This InventoryID can then be used to fetch item data through either /entity/Default/23.200.001/NonStockItem/<InventoryID> or /entity/Default/23.200.001/StockItem/<InventoryID>.However, I’m not sure which endpoint should be used in this case. Could you provide some advice? Thanks in advance  

Hello,I am trying to drop ship an item that is serial tracked.  I have checked the Required for Drop-ship box in the Lot/Serial Class. I still cannot open Line Details to enter the serial number on the Sales Order screen, and get this error. The first place I can enter a serial number is on the Purchase Receipt. Is there a way to enter the serial number on the Sales Order screen for a drop ship item?

When trying to edit the ASPX of the Vendors screen in Acumatica 25R2, I get the following error: 'You have insufficient rights to access the object (GraphAspxEdit).' This is preventing me from customizing the ASPX for the screen to fit my needs. Is there a reason that this is happening? I'm logged in as the administrator and have had access to this feature in previous versions of Acumatica. Any assistance would be welcome.

Hey Looking for any insight on this, I am currently trying to Prepare the Data for integration on the Import by Scenario screen of about 40,000 entries, but whenever I prepare the data before import I receive an error as it is processing. The Error is “Ticks must be between DateTime.MinValue.Ticks and DateTime.MaxValue.Ticks. Parameter name: ticks” Thanks! 

I think I must be missing something when I create a new wiki, my user is unable to open it even though I have all required permissions but another user with a different role that has the same access rights can open and edit.When I attempt to open the wiki I get: I have Wiki Admin and Administrator roles for my user A user with the LLC Department Manager role is able to access it, no other roles I’ve tested were able to.This is my first attempt to create a Wiki, but I can’t find any reason that it couldn’t be accessed.

Version 25R1, after switch, it seems that last login time in user profile and last activity field is updated anymore. it always shows “last sign -in “ as 1999-12-31 7pm (ETC) for users with entraID, native user like admin does not have this issue.

Has anyone integrated apple email to Acumatica 

I’ve done several complicated modifications to out-of-box screens now, but I’ve encountered one I can’t solve.I need to replace the ‘Phone1’ field of the ‘Contacts’ fieldset on the Contacts screen with another version with an additional button in the same row.The complication of this task is that the ‘Contacts’ fieldset is a predefined template that is ‘included’. CR302000.html - The ‘Details’ tab is ‘included’ from an extension (‘tabGeneral’):<qp-tabbar id="ContactCurrent_tab" class="label-size-m" wg-container> <qp-tab id="tabGeneral" caption="General" ref="tabGeneral_Content"></qp-tab>CR302000_General.html - ‘Contacts’ is ‘included’ from the template form:<template id="tabGeneral_Content"> <qp-template id="Details-form" name="1-1"> <div slot="A"> <qp-include url="src/screens/common/form-contact-person/form-contact-person.html" fs-id="tabDetails_Contact" contact-view="ContactCurrent"

Hello Community,  I am working to try and modify the ItemInfo view on the “Add Items” button of the sales order screen and running into some trouble and hoping someone can point me in the right direction. I understand I needed to extend the graph “PXGraphExtension<SOOrderSiteStatusLookupExt, SOOrderEntry>” but the ItemInfo view seems much different to modify vs other views in various forms. The goal is to limit what items can show up in the view based on some criteria entered in the sales order header. Is it possible to say, only show items where in another view? Maybe I just need to rebuild the ItemInfo view in the initialize of the graph extension? Is that possible? Thanks,Adam

I am testing Seasonality Replenishment The help is a bit vague - it says useed to reduce of increase repl qtyI am finding the factor shown below is reducing the repl qty Is this correct ?  

Hello Support Team,I’m working on a Generic Inquiry named “DB-StorageDetails” (Screen ID: IN408050) and trying to rename the column currently showing as “Site Last Modified Date” to “LastModifiedDateofWarehouseQty.”However, when I attempt to rename it, I receive the following error:“A field with the name LastModifiedDateofWarehouseQty cannot be found.”Additionally, the Caption / Display Name field does not appear anywhere in the column editor. The column is based on the field INSiteStatus.LastModifiedDateTime (and may be part of a calculated field), so I’m unable to edit its visible label.Could you please advise how to properly rename this column in the Generic Inquiry results grid or through customization?If this limitation exists for calculated or expression-based fields, please confirm whether it can be done via the Alias property or through a customization project.Thank you,Namrata  

I want to move the User Defined Field ‘Billable Expense’ from the User Defined Field tab to the first column of the Document tab.  Is there an easy way to do this? 

Hi, I’ve been trying to process Quote (copy order) to Sales Order using import scenario, but I can’t get through on the remove hold and copy order parts. I tried testing it separately and here’s what I get: Remove hold: Copy Order: 

When we try to export the line details from the Sales Order Entry screen we get an error:  Object reference not set to an instance of an object.  Is there a way to correct this?Thank you 

I am trying to round the formula below to nearest whole number. Every way I’ve tried it get a syntax error. I am not sure where I am going wrong.  Original formula:=iif([PMBudget.Type] = 'I',[PMBudget.Amount],0) + iif([PMBudget.Type] = 'I',[PMBudget.ChangeOrderAmount],0) Here is what I entered using the round function.  When I am in the formula editor box it passes validation but then I get a syntax error after I save it.  =iif([PMBudget.Type] = 'I',(Round(([PMBudget.Amount],0) + iif([PMBudget.Type] = 'I'), 0)),[PMBudget.ChangeOrderAmount],0)

Is there a way to send a notification to a supervisor of upcoming service orders which have been scheduled for the coming week. Can this be done with the calendar board? or an export to an outlook calendar?

Hello all,Is there something we can follow to mark contacts a primary for customers? Each customer has one contact & I’m looking to mark them as primary for all those customers.  How can we do that?

What is the best source of documentation and training on setting up seasonality is replenishment ?Thank you  

We have some of our Sales Reps set up as Employees in Acumatica, each with limited access. Currently, they can only see the Sales Orders they personally entered, which makes it difficult for them to track orders for their customers that were entered by Customer Service on their behalf.Ideally, we’d like Sales Reps to be able to view all Sales Orders for their assigned customers--regardless of who entered them--but still keep their access limited so they can’t see other reps’ accounts.For those of you managing Sales Rep access:How are you controlling what Sales Orders your reps can see? Are you using Restriction Groups, Roles/Access Rights, or custom GI filters tied to Salesperson or Customer data? Do you rely on the Owner field, Salesperson ID, or something else entirely?Would appreciate any insight or examples of how you’ve structured this in you environment.

Has anyone successfully used Acumatica CRM/Marketing functionality to conduct drip marketing campaigns?  Example scenario: When someone fills out a form on our website, they’re automatically captured as a lead and added to an awareness drip campaign. It’s comprised of sending the lead 14 emails spread out over the course of 12 months.Is it possible to automate such a campaign using Acumatica functionality?

HI there team,I am trying to create  email template from Dunning Letter emails.Before automating, i need to make sure my version of MYOB Acumatica can actually do what I need. (2024.1)I have tried many channels - I just cant get the email to populate the email address, and the fields it needs to extract from to inform customer that their invoices are passed due.Any help here that isn't ChatGPT would be great thanks