Discussion Forums

Hello all,I am attempting to recreate managing security across multiple tenants and am getting an error every time I try to add screens. These are the guides I’m referencing:https://www.loganconsulting.com/blog/moving-user-security-from-one-tenant-to-another-in-acumatica/ https://www.augforums.com/forums/everything-else/moving-acumatica-user-security-user-roles-between-tenants-companiesI tried typing in a specific screen (SO301000) and it still freezes and then eventually closes.I get the same error trying in multiple tenants, browsers, computers and users. Other customizations seem to be working fine. Does anyone have a solution, or another way to get security across to different tenants?

I am attempting to create a generic inquiry to feed into a dashboard. We are wanting this GI to show the balance of our cash account as of @Today - the only thing we can get to show is the period end balance. I’ve attempted to recreate the transactions by period filters/parameters but have been unsuccessful. Any insight would be greatly appreciated.

We run manufacturing operations at multiple warehouses. We use the same BOMs at all warehouses because the same materials are consumed. However, due to much higher manufacturing volume at our main facility, there are materials that are stocked at that warehouse, but are custom order at the lowest volume facility. Acumatica has the “Dflt. Mark For” checkbox on the stock item level which, when the “Purchase” option is selected for an item, then system will suggest a purchase order when that item appears on a production order. However, I don’t see this option on the Item Warehouse Detail level, which we really need for those items that are regularly stocked at some warehouses, but only ordered on an as-needed basis at other warehouses. Am I missing something, or is Acumatica missing this simple feature?

Hi,I’ve created a customization on the AP Bills screen, adding a custom field Project/Events (dropdown list). The customization is working perfectly on the AP Bills screen. However, when I try to display this field in the APTran GI result grid, it appears blank.For reference, I’ve attached the customization for your review. Please note that the client recently upgraded to MYOB Acumatica 2024.2 version.Does anyone have an idea of what might be causing this, or could someone please assist with resolving this issue?  

Hello everyone,Has anyone attempted mapping Cycle Description (or a similar field) instead of an ID in Shopify metafields? How do you approach syncing it? 

Hi everyoneHoping someone can help.  We have a staff member who is going on 6 months leave.  So he doesn't accrue and leave etc, how do I set that up in Myob Acumatica, in Australia.thanks heaps E 

Good day,I know something is wrong with my Business event/export scenario.  The processing schedule works.  I get an email with a file attachment.  The issue it is first fille; the original data.  However, on subsequent run, i get the same file not an updated exported file..  I am not getting new file with updated rows.  The export is being processed on schedule and the results are updated.  The email is being sent on schedule; email received.  The only issue the file is old.  How do get the new file attached?  I added this to my business event this morning.  Who knows if this work?Everything works except the export file is old; the same file sent during testing.Any ideas, assistance would be much appreciated.Evan 

Hey Team,I made a nice little dashboard for the storemen to reference. Then i noticed it wasn;t showing for them, it just shows padlocks. I’ve tried all of the access by … Rights/user/role - But cannot seem to make it visable for them. I essentially use one GI for the whole dashboard. AttachedCan anyone shed some light, i can;t see why they wouldn’t be able to see this data given they have full use of the salesorder/shipments area.   

In researching the high number of ERP transactions, we seem to be incurring, the EDI transactions are counting as ERP transactions along with the transaction cost with SPS and EDI? These significantly pump up the ERP transactions since a majority of our business is EDI based. Something as simple as updating statuses, runs the entire file every time and is counting each line as an ERP transaction. Since these Mapadoc reports tend to be suspect, sometimes this can get run multiple times per week. SO we pay for each part of the SPS transaction and add to the ERP transactions every time we run anything in SPS. Why are we paying twice since this is an Acumatica add-on and integrated - shouldn’t there be an advantage?

I am very new to Acumatica, requirement is to hit an 3rd Party Endpoint and save the data into the SalesOrder in Acumatica. here are the things I did: 1. got the community edition https://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/25.1/25.100.0054/AcumaticaERP/ 2. got the all the 3 test data setup in db 3. able to login and play around 4. while trying to login using the api.. (reference docs: Sign In to the Service)curl --location 'http://localhost/AcumaticaERP/entity/auth/login' \--header 'Content-Type: application/json' \--header 'Cookie: CompanyID=EvU100; Locale=Culture=en-US&TimeZone=GMTM0500G; UserBranch=; requestid=EE8D2DC0BF1C7DA211F0873A7C4D3F9F; requeststat=+st:833+sc:~/entity/auth/login+start:638923313721775647+tg:' \--data '{ "name": "admin", "password": "admin", "tenant": "EvU100", "branch": "EVU100"}'I am getting the Invalid credentials5. next wanted to the right documentation if possible to connect with external api, do i need to enable something f

Our Distribution Center Operators keep reporting that certain Stock Items are being altered unexpectedly:The Default Issue From Location is being removed The Lot/Serial Class is being changed The UOM and Conversions are being modified etc.When I check the Audit History, it always shows “last modified by admin,” but no one is acknowledging making any changes.My questions:Is there a way to drill down deeper than “admin” in the audit history to see which user or process actually made the change? Could this be caused by an integration (SPS, import scenarios, etc.) or only by direct user edits? What tools, logs, or setting should I be looking at in Acumatica to track down the source of these modification?

Our Purchasing Department has put notes in each line of a test Purchase Order. When using CTRL+Alt the Inspect Element shows that the field is POLine.Transactions, but, in the Report Designer POLine.Transactions does not appear and there are not child alias’ by the same name. I have been through every Note field that the Report Designer has in the tables that come with PO641000 and none of them has the data that was put into the Note fields.

Hi All! I had a good question that came to me today and it would be nice if this is possible with Generic Inquiry advanced filters. Is it possible to change what fields get displayed on each of the tabs that’s created using advanced filters? For example, in the screenshot below, on All Records, I would like to see all the fields that are currently here. But on the Complete Orders tab, I would like to only display certain fields. I know there is Column Configurator, but it seems like the column configurator setting applies to the whole GI, not individual tabs.  Thanks!

I have a GI that outputs SOOrder information.In the GI settings I use two date fields to do SO Created Date is between two dates. If I enter 9/11 and 9/15, sales orders created from 9/11 through 9/14 are returned, when I would expect SO's from 9/11 to 9/15 to be returned.If I do the same filtering using the column header in the report, I enter 9/11 and 9/15, sales orders created from 9/11 through 9/15 are returned, as expected.I believe the 'between' in the GI is broken. 

We are finding the tax calculating on the opportunity is not correct.  Once converted to a service order it calculates correctly.  If we enter Ship Via: Local then the tax does calculate correctly.   Do you know why it isn't calculating correctly on the opportunity Can we default opportunities to have ship via filled in if we cant get this resolved 

Hi everyone,I am facing an issue with a customized ARInvoice report (Report Designer) in Haufe X360/Acumatica.When a prepayment invoice (DocType = PP) is applied to a regular invoice, the tax section in the main report shows multiple tax lines.Example: Net amount: 30.00 € Tax (19%): 5.70 € However, in the tax section I get three lines: +5.70 (invoice tax) +5.70 (tax from prepayment) –5.70 (adjustment/correction line from prepayment application) The totals are technically correct, but for the customer it looks confusing because the VAT/Tax is printed three times (see attached screenshot). What I tried so far: Added a VisibleExpr in the tax section, e.g.:   =IIf([ARInvoice.DocType] <> 'PP', True, False) → Unfortunately this did not solve the issue, the duplicate tax lines are still there. Checked if the issue is coming from the subreport → but it actually happens in the main report. It looks like the tax section is pulling from both ARInvoiceTax and the adjustments (ARAd

Hi Community,I’m working on a customization where I’d like to add the “Add Items” action button to the Details grid on the Sales Quotes screen (CR304500), similar to how it currently works on the Sales Orders screen (SO301000).The goal is for this button to open the Inventory Lookup dialog, allowing users to search for and add inventory items directly into the quote lines, just like in the Sales Orders screen.This functionality is already working as expected in Sales Orders, and I would like to replicate the same behavior in Sales Quotes to streamline the quoting process.Has anyone implemented this before or can provide guidance on: Which action or logic controls the Inventory Lookup in SO301000? How best to reuse or extend this functionality in CR304000? I went through This link of ideas section for same requirement but its already in status as Unlikely to implement SO i am findig a way to implement it via code.   I’ve added the popup panel, form, and grid for the inventory lookup d

Hi, I’ve created an import scenario to import expense receipts using a file format from the bank. Since the employee ID is not in the csv file, is there a way to link the Claimed By field by using the credit card number in the import scenario? The corporate cards are all setup and each card is linked to their respective employee ID.  Thank you,Joey

Is there an existing connector or integration between AllianceHCM (https://alliancehcm.com/) and Acumatica Cloud ERP?

Hi everyone,I’m curious what other companies’ picking processes look like in Acumatica — especially if you’re using any customizations or third-party integrations to make picking faster.Our current process feels very tedious. To pick an item, our warehouse staff has to: Scan the location Scan the inventory ID Scan the lot number Manually click “Set Qty” if we’re selecting more than a quantity of 1 In our previous ERP, each box had its own lot number. When picking, we could simply scan that lot number, and the system would automatically know the location, inventory ID, and quantity from that single scan.We tried to eliminate the “Set Qty” step in Acumatica by creating cross-reference barcodes tied to the UOM (BOX or CS). That way, when we scan the alternate ID, the system automatically sets the quantity based on the UOM.For example, for product F8032-052LG: Inner pack (BOX) = 6 units Full case (CS) = 72 units So, if I need a full case, I scan the F8032-052LG-CS barcode once, the

Question if we send the Latitude and Longitude to Avalara as we dont have the address (zip, state etc) to calculate Sales Text (feature added in 21R2) is it possible to get the address back from Avalara and populate to Acumatica along with the tax amounts

Hi Team,In the Employee Payroll Settings screen, there is a 'Tax Setting' tab that has a 'Name' field. This field does not exist in the database.I added a custom field and tried to store the value from the 'Name' field into my custom field, but I'm not getting the expected result.Could you please assist me with how to transfer the value from the non-existing field to the custom field?     public class PREmployeePayrollSettingsMaint_Extension : PXGraphExtension<PX.Objects.PR.PREmployeePayrollSettingsMaint>  {      #region Event Handlers      protected void _(Events.RowPersisting<PREmployeeAttribute> e)      {          if (e.Row == null) return;          var row = e.Row;          var rowExt = row.GetExtension<PREmployeeAttributeExt>();          // Copy Description field value to your custom field          e.Cache.SetValue<PREmployeeAttributeExt.usrName>(row, row.Description );      }      #endregion  }

Hello,We have about 350 stock items that are set to either inactive or marked for deletion. Some of these items still have a quantity on hand in one or more warehouses.The items marked inactive/m4d do not show up on the physical count, and will not let us create adjustments for them.Is there a way to zero out the on hand inventory for these items without manually going through all 350, reactivating them, doing an adjustment, and then deactivating them again?Thank you!

I would really like an Acumatica Bootcamp style training in a live environment in Manufacturing with Acumatica professionals.  Has Acumatica considered this option?  Or would they consider this option?  I’ve done a lot of the training online, but this does not allow me to ask real-time questions as I go along.

Looking to understand more about: How does system address having 2 Retained Earnings? I.e. AOCI