Discussion Forums

Good day,I have a client who would like to use Watsaap to send customer notifications, I have not been able to find something on the market, anyone have some suggestions?Thank you!

Hi i am trying to create a import scenario for purchase order screen. Everything works fine But when i am trying to -1 from date its showing me errors. What i want is to create PO with -1 date. For example if i am creating PO by import scenario so date will be yesterday not today.Please ignore date formula above. I was just trying this. Can anyone guide me on how to write this=DateAdd('d', -1, CDate(Left(Right([ORDER DATE],4),2) + '/' + Right([ORDER DATE],2) + '/' + Left([ORDER DATE],4)))Error :  An error occurred while executing the DateAdd(Const(d), UnaryOp: - (Const(1)), CDate(BinaryOp + (BinaryOp + (BinaryOp + (BinaryOp + (L

Is there a way to remove the hyperlink from a column in a Dashboard Table.The Default Navigation is unchecked in the underlying GI but some columns still have active hyperlinks An example; we have a Dashboard with a table called “Canceled Retail Orders - Today”, this table shows any Retail order that was canceled for the current day, the columns in this table are Order Date, Last Modified On, Status, Order Nbr, Customer Order Nbr, Customer, Ship Via, and Last modified By. There are four columns that have active links, Order Nbr, Customer Order Nbr, which we want to have links, and Ship Via and Last Modified By which we don’t want to have active links. In the Generic Inquiry that feeds this table the Default Navigation box in the is unchecked for the Ship Via and Last Modified By but the data in these columns still show they are linked and if the user clicks on the data element, they are taken to the screen that shows the details for that column.As an exam

Visa Spend Clarity was able to be selected previously, trying to connect now and it is not available.  Does anyone have any success connecting?

When you try to find instructions for installing a patch, where would you look first? How easy is it to follow the instructions for the patch installation from this Help article?https://help.acumatica.com/(W(10))/Help?ScreenId=ShowWiki&pageid=651891d0-041c-4476-9cee-b96836742c60

Is it possible to add a line to an existing Purchase Order while creating a Change Order?  We have Purchase Orders that have previously gone through our approvals process that need a line added to them for an additional scope of work.  We would like to avoid putting the Purchase Order back On Hold to edit it because it removes the commitment from the project until it has been approved and is back Open again.

Hello,I am noticing that by default if an AR invoice has retainage specified, then this will go directly into Income upon release of the original document. Shouldn’t this be handled differently? I would assume that Retainage Income wouldn’t be recognized until the release of the AR Retainage? Let me know if you have any ideas or can better explain. Thank you!    

Hi all,As the title says, I was wondering if there was a setting that would allow me to partially invoice a shipment. In this scenario, the customer wants 2 separate invoices for the taxable and non taxable items which were all send out on a single shipment. When I try to remove lines, it returns an error saying ‘SO Error: Sales Order/Shipment cannot be invoiced partially.’ Thanks!

Hi I have a few users in Acumatica for whom I’m trying to update the email addresses of existing logins.I have a list of employees whose emails need to be updated. I want to update the email ID only if the user account exists. If the user account does not exist, the record should be skipped. However, the system is creating a new user record instead.

How do I add a + button where the red circle is? 

Hello, I’m looking to determine how this report calculates margin by item and if there is a better report that could be run. I’m told it pulls the weighted average cost of the item but the margin seems off. When you break down the bom costs the margin is positive but in the report the calculation is negative. 

Are there any specific guides for installing Acumatica on a Windows Server 2019 box?Installing a local/dev copy on a vanilla Windows 10 machine is pretty straightforward; on Server/IIS we keep getting failed installations.I think it’s down to many of the needed “Windows Add or Remove Features” (which Server 2019 doesn’t have) are handled through roles/Server Manager, which is where we are getting tripped up.Thanks for any insight!

Is there any way to make project recipients in the mailing & printing settings default from the customer? From what I see, mailing & printing settings come from project preferences, and there is no way to set them to pull from the customer. TLDR; Make project mailing & printing settings default from customer and not project preferences.

Getting an error “The @Rate is not defined for the 10 step of the EQUIP Allocation rule. What could we be missing?Thanks,          

Thank you Tim Rodman for the feedback on using Odata to access. I found the excel exports would produce errors in python pandas. I am exploring options, and found that C# has much better Odata support than Python, due to Odata being under the MS Umbrella, so it seems likely that I will go ahead with using C# This template looked to be very helpful in creating a Odata Consumer and I look to adapt this into a Odata Consumer that I can use as the first Extract step of an ETL pipeline. AspNetOdata/ConsoleConsumer at master · stevsharp/AspNetOdata (github.com) Am I reinventing the wheel here? Has anyone else used C# to get data out of Acumatica?

I’m currently working on a report which involves summarizing Sales and Shipments info in various time periods and I keep getting tripped up by inconsistencies with how the DateTime functions work with respect to default date values from Acumatica. I wanted to open this up to see if anyone else sees these as errors or has experienced something similar. Month (@MonthEnd) <> Month(Today())I have two parameters which define the Year To Date period ending at the last full month, a start date which I default to @YearStart and an end date of @MonthEnd -1. The issue which made my periods misalign is that, for example on May 22nd, Month(Today()) = 5 and Month (@MonthEnd) = 6. It displays properly as 5/31/2025 in the parameter at the top of the GI and when formatted. I expected that MonthEnd would be in the relative month, just as MonthStart is. Could this be a timezone issue that the Month function is slightly adjusting the date parameter in

Hi , We have recently upgraded to Acumatica 2024 R2, and we are experiencing an issue where emails no longer automatically include a standard email address in the BCC field, which was previously working as expected in the earlier version 23R1. Additionally, we have noticed that the BCC data appears to have been removed after the upgrade.While we understand that Acumatica does not have a specific configuration for this behavior, we have not implemented any customizations or third-party integrations that would affect email sending functionality. Given that this was a default behavior prior to the upgrade, we are concerned that something may have changed during the upgrade process, resulting in the loss of the BCC functionality in 24R2.

In Report Designer, we have a text box with several lines of text.  The requirement is to adjust the font color or bold property for only a few words in the middle of this text string.  Like this.We reviewed the Format function, but didn’t see an option to control these properties.Anyone know a way to do this?Thanks,Andy

I have been encountering a major issue in 24R1.  When I open two different customizations in customization editor windows, the customization in the second window overwrites the customization in the first window (though the URL and name of the first customization window remain). Steps To Recreate:Create an empty customization called Test1 with no files or database scripts in it, and open it in a customization editor window. Leave open. Create a second customization called Test2 and add some database scripts and files to it. Open it in a second customization editor window while the first one is still open. In Test1 customization editor window, navigate away from (if needed) and back to the Database scripts section and/or the Files section.  You will see the scripts and files from customization Test2 duplicated in Test1. Most concerningly: In the Test1 editor window, delete one of the database scripts duplicated fr

Hi all, we have a pretty large ACU implementation that ends up crawling to a halt.  I am NOT the Acumatica owner in that, I do not support this system, another vendor does.   We have written a robust integration that uses GI’s and OData to sync data to an external DB which is for the public facing eCommerce website. I use a combination of hot path and cold path data syncs. Hot paths are push notifications...so I get the data updates for some entities that way. The Cold path are syncs that run every 3 hours. This uses oData over the GI’s. These will reconcile any thing that might have been missed on the push notifications and other entities that don’t need to be as timely.  All the syncs are delta/incremental updates.  All of those queries are quite fast on a normal day.  When there are system issues, these really slow down as well. These syncs have been in play for many many months.  Almost untouched for the last 6-9 months. My issue is that we (for lack

Hey all,I’m still wrapping my head around control accounts and I think I have a good understanding as to what they are and their purpose, but I’m confused as to why Acumatica wants me to designate a control account to any of the GL Accounts on the stock items page. Because as far as I can tell this is then causing all transactions to be posted to that control account (instead of it being a summary of the subledgers)For examples our inventory accounts right now areInventory (control account)Inventory - Goods (subledger)Inventory - Supplies (subledger)I want the individual transactions in regards to the sales of goods to be recorded in the Inventory - Goods subledger but when I try to change it to that account Acumatica gives me a soft error that it needs to be a control account. Should I just ignore this? And if so how do we get the summaries to post to the control account?Thanks!

In Customization project of Acumatica. I need to add the color the orderQty field to the screen SO30100 based on the condition of ordeQty > UsrOriginalOrderQty, when ever the page loads or the field is updated.  

Background: I have a prospect using a different software and we are proposing a solution on Acumatica.  They have fixed price contracts with progress billings.  Costs for the projects include labour hours by employees, inventory from stock on hand, purchases from supplier and other supplier expenses.  When invoicing a progress invoice, they would determine the costs to date and invoice at a level above costs by setting a GP margin for the invoice.  Problem:In Acumatica, allocation rules is used to send expenses to WIP with auto reversal upon AR Invoice release.  I am unable to link the costs to the progress billing invoice using the side panel “Linked Cost Transactions” in proforma invoice.  No lines appear at all for costs already entered.Each invoice needs to have a GP margin.  Currently, progress billings have 100% margins as costs are not linked to invoices.

This is a weird question: does anyone know what level of bandwidth is necessary for reasonable performance with the Acumatica mobile app?  I’ve had a couple reports from my users where they can’t get the app to load over cellular connection.  Admittedly, they’re in remote areas, but are able to do everything they want on other apps.

Hello,I am trying to create a GI to show payment information (primarily the payment/ACH number and payment date) for a Purchase Order. The problem I am running into is that when adding the Payment Ref field from the Checks and Payments screen (which appears to be the ExtRefNbr field from APPayment), it does not return a value in the GI. I am posting here to see if this is a known issue with a workaround or if I am just missing something in the setup of the GI itself. This is my first community post, so apologies in advance if I left out any important information. Thanks!