Discussion Forums

 I was discussing activities with a coworker and he mentioned that users should be able to enter TIME SPENT on an activity or task --  I see the fields on the form – but I could not figure out initially how to “update” or edit those fields. In the Tasks – it did not allow for it – can you confirm that the type of activity has to be a WORK ACTIVITY to allow for the time entry?        

I’m having trouble importing a group of new customers to Acumatica.  I’ve created a Data Provider for my Excel document with my customer info in it.  I’ve created an Import Scenario to import the data.  When I go to run the Import by Scenario (testing out running just the first 2 records) I get the error “2 items have not been processed successfully. View name: BAccount.”I’m at my wits end here and I’m sure there’s just something small I haven’t checked.  Can someone help me?  Here’s a screenshot of my error:I’m also attaching an .XML copy of my Import Scenario. 

Hello!I am trying to calculate Total Revenue and COGS in a Generic Inquiry. The goal is to match the values by financial period to the values on the P&L in financial reports. I looked at the source data for the P&L and saw that it’s summing the balance between 5000 and 5070 for COGS. My formula in the GI is: =IIf([Account.AccountCD] >= '5000' AND [Account.AccountCD] <= '5070', [GLHistory.CuryFinYtdBalance], 0). I am summing this field and grouping by financial period. I wasn’t getting the same Ending Balance Total (COGS) on my GI and P&L and found that it’s because my GI is missing two accounts: 5037 and 5060. Can anyone help me understand why the generic inquiry is not pulling all of the accounts between 5000 and 5070? I don’t have any conditions set that is preventing them from showing. Is it something in my formula? This issue happens to other financial periods too. The GI does not have 5037 and 5060P&L has 5037 and 5060I was able to use the below post to get s

I’m looking to access related items on stock items, however, I don’t see the option on the Stock Item. Is there some way to access this, or is this no longer an option in the 2024.1 version? 

Maybe I am missing something simple but is there any way to create a Vendor Invoice for the shipping cost from a SO Shipment? From 1 carrier we are invoiced for every shipment individually and would like to link the Shipment Vendor Invoice to be able to use it in the profitability calculation of the Sales Order.Most of our sales orders are either created with a flat rate shipping or free to our customer, we do not need to add the shipping cost to the Sales Order only create a Vendor Invoice for us to pay off of.

I want to use a selector in my grid that provides me with only  with Customers , Vendors , Business Accounts , Contacts similar to Relations Tab in Business Account the problem is the EntityIDSelector which takes type of DAC like PX.objects.CR.BAccount , PX.objects.CR.Contact, PX.objects , PX.Objects.AR.Customer , PX.Objects.AP.Vendor i have noticed that when i start by selecting Business Account in the first place the selector works without changing the table fileds name in the selector view but if i start with a different type ex:Customer,vendor i get this Error “undefined: Cannot read properties of undefined (reading 'getAttribute')”Note: i have commit changes for the feilds

Customer uses their own trucks to deliver large shipments of construction materials to a job site. They are seeking a solution to collect a signature on BOL at the delivery, print and write back to the ACM shipment.Any thought of suggestions for a solution ? 

We’ve been setting up MFA with the “required for unknown devices” with native Acumatica accounts.Does anyone have technical details of the logic of how an MFA would be triggered?  I’m unable to find any detailed information on how this works.  I would guess that logging into Acumatica on a new device would prompt for an MFA approval?  What other scenarios would trigger an MFA authentication?  I have yet to see an MFA request since the original setup.

Hello all,I am not able to figure out the expression to insert in report desginer to display the company’s logo in report.  

In an import scenario, is it possible to add a condition on an action row, specially the <Line Number> action?Use case:In an import scenario for sales order, the data provide has a single row per sales order. Based on a value in one of the columns, sometimes we need to create 1 line item and sometimes 2 line items.The idea would be to add a condition on the second <Line Number>, something like =iif([MyVal]=1, -1,null), where the -1 adds a row, and if the condition is not met the null will ensure no rows are added.So far, I have not been successful adding any formulas in there. Not even a single Cint() formula without conditions.  

The title says it all.I want to show a button only if Modern UI is being used.

Need help building a GI which shows all items sold in a period of time to include the total amount of sales and need to be able to filter by Tax Category so I can items that are in our NOTTAXABLE Category. This wouldn’t just include Sales Orders as many of our NOTTAXABLE Items are labor. Would need to include Service Orders as well.

I noticed there is different in the two environment and on their website I am only able to download 25.101.0153 and not the 25.101.0153.1 version which is causing issue in one of our customization.Anyone has any update about it? Our production/live environment Our Testing environment

It seems that the run time for labor and machine cannot be less than whole minute intervals. The BOM preference options do not appear to have an option to capture seconds. It feels like this cannot be right so what am I missing? Note: I saw a post on this from 2 years ago but there do not seem to be any changes to the options.

Is there a way to move just the signature from the original appointment over to the edited version one once we have made our updates/changes to it?

Have made one Custom Endpoint under GI which is having User, Roles Entities added and we are able to fetch custom endpoint data using Odata in VMware Postman but want to publish this endpoint for all end-users with valid Acumatica credentials and same endpoint if can be configured in Java CodePOC DescriptionWe are working on a Hyper Scaler project POC and need to build an Acumatica Connector which should extract data from Cdata (serving as the data source) and synchronize it into some Data store. Additionally, it should retrieve detailed Access Control Lists (ACLs) from Cdata and perform ACL synchronization alongside the data sync to ensure least-privilege access for logged in use

Can you help me? The closed invoices should no longer appear in the template, as the payments have already been applied. Also, the aging report appears to be incorrect — all entries are showing under 'Current,' which shouldn’t be the case. I’ve already set the 'Period From' and 'To' in the template,

 Hello Team,I am creating an automation where the system will automatically create Purchase Receipt type Transfer Receipt and add all the SO have the same Project ID on that transaction. However seem like the import dont work, please view my setup as below:1. I create an generic inquiry list down necessary info. You can find attachment for reference  A business event with setup group record by Project ID with an aim to create only 1 Purchase Receipt if there are multiple of SO with the same Project ID. It was raised by schedule Create an Import Scenario for create Purchase Receipt type Transfer Receipt and add all SO  As the result, the system only create Purchase Receipt and cant add Transfer order.Looking for advise from you allThanks in advance

Hi everybody,is it possible to create a contract from a sales order? For example: I sell software for a monthly fee. I have the non-stock item “software usage” in my sales order. Can I now create a contract based on the sales order?Kind regardsMichael

All,There is one customer where we need to charge an additional 10%; I’m confident we can accomplish this via Discount Codes but I’m at a loss on how to go about this.Are there any tutorials, walk throughs, videos etc on how to accomplish this?Any solution will do -- at the individual item level, via discount code, via a special item class, whatever it takes -- we need to apply an extra 10% for a specific customer to drive that price to our ecom portal.Thanks!

Hello community,i have been trying to import sample time cards into the system, but the scenario triggers the following error:how to resolve this?I also have attached the xml file for the scenario.

I’m trying to work through course T290 using 24.211.0024 (2025R1) and have got stuck with the step where I compile screen RS201000 using the command:npm run build-dev -- --env screenIds=RS201000This fails with the error:Task never defined: screenIds=RS201000 Has anyone seen this before and knows how to resolve it? Other npm commands work OK. I needed to execute  Set-ExecutionPolicy RemoteSigned  before npm would run at all. And edit gulp-tools to resolve the message Error: spawn EINVAL by changing line 108 from const cmd = spawn(command, args, { cwd, }); to const cmd = spawn(command, args, { cwd, shell: true });Also “npm run build-dev” works without the extra parameters.

Error: The Confirm Shipment action is not available in the Shipment: Shipment Nbr. = 000009 document at the moment. The document is being used by another process.When i am conforming the shippment the following error has occured.

Hi! Currently emails that come through on the Acumatica cases, we also receive them in our outlook inbox. Is there a way to set up notification for when a ‘note’ is created on the customer portal? Or to just notify the case owner in general if there is a new activity (that is not email) created on the case?Thanks! 

I am creating a PO receipt through the REST API, and for lines that are sent to a different warehouse or location than the default, the quantities are doubled.  The client has separate virtual warehouses set up for damaged goods, if if received products are received to the damaged warehouse, the resulting quantity shown in the UI is always double the quantity that I sent in the HTTP body.  Anyone have any ideas what is causing this, and how to avoid it?Jim