Discussion Forums

Hi All,Is there way to implement product visibility for a particular company. I have 3 companies which share 600 products. I am creating a 4th company which will only have 5 products. I don’t want first 3 companies to see those 5 products. 

Hello,I have an AP Bill which pay by line is ticked. The Bill has been reversed and the debit adjustment is created.Then I’m trying to apply it against the bill by the payments and applications from. Since it needs to be applied with the type payment, The payment type is selected and the Debit Adjustment is loaded in the line. But The bill does not show any available balances to apply. But the bill is still open, the lines show the balance to zero. There are no any other applications as well.I tried to recreate this but I could not recreate this as well. is there any specific reason for this behavior. Thank you

I’m trying to create a custom field with a pxselector where I can type in partial text in the field and it shows the closest values when you do. This does partial text and right in the text box itself.  Most fields do it that are pxselector.  My understanding is that it was a property under aspx that did this.  Under Grid Properties there is a FastFilterFields   Shown belowIts not working for me.  I tried FilterByAllFields too, some fields use that.  What am I missing? This is the behavior I am lookign for:   

I’m trying very hard to sell our organization on using the Acumatica CRM we already paid for but they have disputed everything I suggest all because there is no Outlook or Calendar integration that can be used by our Inside Sales Team to schedule appointments for our Sales Managers in the system.  They need to be able to book an appointment for one of our Outside Sales Managers by looking at their availability and having it go straight to their work email and calendar.  Does anyone have any suggestions!  I do not want to have to purchase another CRM.

Hi, Is there a way in Acumatica to look up pricing for a customer?As in the customer calls and asks how much is an Item and you can check? Without having to open a Sales order or Quote to do this?Something similar to the “Catalogue” in the portal but where you could select the Customer. Think writing a GI to do this would be over complex due to the different types of discount a customer could have  CheersAndy

I have a customer that needs to set up pricing per customer (which we can do).  This issue is that the vendor (manufacture) has established a specific customer price and a specific cost for the distributor.  How do I set up vendor contracts for the same item with different cost (not price) ExampleI am a distributor.  My vendor sets up contract pricing for my customer for Item A for $10.  Normal price is $12.  My new cost for this item for this customer is $5 when my normal cost is $6.  I may have several contracts with different customer prices (which effects what the distributor pays).  I need Vendor contract by item by end user.  Any ideas? 

We’re trying to connect Acumatica to Power Automate, however, the program requires version 17.200.001. I’ve been trying to extend the default endpoint to 17.200.001, however, whenever I do, I get the error: “Versions of the contract for a system endpoint cannot be created. Create a custom endpoint and give its contract another name.” However, if I try to name the extension something else, it just doesn’t create anything. Is there a way to access Power Automate this way? 

Please kindly advise, how can set up Purchase on Tax Type because we want to separate VAT INPUT and VAT OUTPUT. Many thanks for your advice and support

Hi - we are wondering if there is a way to create a pro forma time and material invoice to show unreleased time entries. We do not want to release the time entries until they have been approved after the pro forma invoice has been sent. 

I have added a custom Action in Sales order screen how to convert the custom action in the Modern UI . if any has sample can share

Hi,Is there any way I catch “ Control Total is required for shipment confirmation. ” exception with my code on shipment screen?

Does anyone know how I can assign more tax years to the tax agency in the Tax Period?My issue with the system is that I can see multiple years as a filter for some tax agencies. However, for some tax agencies, I can see only one or just a few years .For example, for the Florida state tax Period, the system shows the years between 2018 and 2026but for Massachusetts, it is different. Just for your information, at first, I thought it might show the years that have transactions. However, Massachusetts has transactions in 2021 and 2022, but those years are not displayed.On the other hand, I checked the Company Calendar, and there was no issue with that either.  

I am working on updating a report and need a couple more tweaks that I can not figure out. This is the code I am using and the output I am getting. I need the run time summation in the group Header Section 1 and I need the production orders in the section to be grouped together my the material needed for those items. Let me know if you need more information to figure out what I am asking for: Thanks in advance!

Hello all,I have been trying to import a sales order where for each sales order a fixed stock item is also to be added.Below is the mapping that I created :But when I run the import scenario, based on the number of items to be imported, the stock item line gets duplicated with the same number of lines. How to resolve this?Thanks.

May I know that do we use Export to export GL? because I try to export but it doesn't have data. Please advise and thanks so much for helping.

Has anyone tried using a custom field as an additional filter in the Sales Order entity of the Shopify connector?A post from two years ago mentioned that this functionality would be supported beginning with version 21R2. We are currently on version 24R2. 

I want to build a side panel for Screen FS300100.In the side panel I want to display an iframe that contains a URL as a source that is stored in the displayed data row.For example, like d.velop does in AP301000 with the side panel “DMS”.I don’t know how d.velop handles parameter passing to the DataView and in the DataView to the iframe.

Hello,I am using a restful api to get invoice as described by the documentation using Resource owner password flow. after generated a token I made a call to api to get invoiceUrl + "Invoice?filter=ReferenceNbr eq 'XXXXXX'&$filter=ReferenceNbr eq 'XXXXXX'"after 2 successful attempt to get invoice when I try to get invoice for the third time I get errorAPI Login LimitI tried to logout after each request, but the logout request getting 204 no matter what I passed in the authorization. so not sure if logout is working with me. using var client = new HttpClient();var request = new HttpRequestMessage(HttpMethod.Post, configuration["SignoutUrl"]);request.Headers.Add("Accept", "*/*");string authInfo = configuration["UserName"] + ":" + configuration["Password"];authInfo = Convert.ToBase64String(Encoding.Default.GetBytes(authInfo));request.Headers.Add("Authorization", "Basic " + authInfo);var response = await client.SendAsync(request);response.EnsureSuccessStatusCode();how to get unlimited c

I need to transfer a a fixed asset to a different facility.  This is the error message that I am getting When I run the unreleased report I have no outstanding items.  Where else can I go to either clear this item or process this document number so the asset is reflected in the correct location.

When trying to confirm a shipment using integrated shipping with the option in Delivery Settings to “Use Customer’s Account” we get the following error:We only get this when the “using customer’s account” is on. Turning it off has the shipping confirm. What can be done to fix this issue?

Hey everyone! Our web team has had a handful of sales orders fail to upload to Acumatica with the error of :Aggregate Validation: PX.Objects.SO.SOOrderSite+lineCntr I’m not sure how to dive into if this is a customization issue. I have an VA that we can ask but was hoping to see if maybe this was an known issue in the community first :)Thanks!

Hello community, We would like to know why our YTD Net Income Account does not move to Retained Earnings for the start of the new year?  See below, this is from the Acumatica website, on what is supposed to happen at year end and the start of the new year.  Ours is not doing this, how do we make this happen as the system is designed to work? Based on this article... Thanks in advance.

Hi thereMy company is looking into offering payment plans for large sales to our customers. For example, a customer may wish to pay off a $10,000 sale over twelves months.Is there a way to set this up so they are invoiced $833.33 each month for 12 months? Preferably under the same invoice number. Any help would be greatly appreciated.Kind regards,Bradley

I am trying to use the copy BOM action within an import scenario, the business event shows no errors but the new BOM is not being created.  

Hello, We have a client that’s having issues with Subaccount in the AccountSummaryInquiry, no matter what we try the field is always blank.Is there a query string we need to send so Subaccount is populated? They’re using the Default schema so I don’t think they’ve done anything custom with it.