Discussion Forums

Hello Friends,I’m new to Acumatica and I’m trying to integrate with Acumatica using Contract based REST APIs using OAuth. We have a L1 tier license.I generate the OAuth Access Token first, and then reuse it to call Acumatica APIs. But I often run into “API Login Limit” errors when I try to create Invoices through APIs. I’m confused because I’m not really trying to login and just trying to create Invoices and read customers.  And since I’m using OAuth, I only login once and generate an access token, and use it in all subsequent calls.[PXException: API Login Limit]PX.LicensePolicy.PXLicensePolicy.CheckApiUsersLimits() +2479PX.Web.PXApplication.Application_PostAcquireRequestState(Object sender, EventArgs e) +9System.Web.SyncEventExecutionStep.System.Web.HttpApplication.IExecutionStep.Execute() +223System.Web.HttpApplication.ExecuteStepImpl(IExecutionStep step) +220System.Web.HttpApplication.ExecuteStep(IExecutionStep step, Boolean& completedSynchronously) +94 Can you please help me un

Can someone let me know what the logic of the conversion of units of measure is. I have read the help area about 10 times and I must have a mental block as it seems to be the reverse of what I would expect for converting from one unit to another. i.e. I would think converting a box of 10 bottles to a base of 1 bottle would require the instructions to divide by 10 but the operand is multiply. I am feeling quite stupid about this so please be gentle.. 

Hello,     Our vendor is requiring us send files which are exported from Acumatica to them by SFTP in daily basis.       Yes, this can be done manually, I can export the file to my local computer and then I use a SFTP client to send the file.       However, I am wondering can this be done in an automation way?      Thanks in advance.

Hello,     I know we are having “Inventory Balance” report (IN615000) and “Historical Inventory Balance” report (IN616000).     However, Inventory balance report is something like real-time balance, it displays the balance at the time of the report running. History inventory balance can only display the beginning and ending balance of selected periods.     If my requirement is to record and display the entire warehouse’s inventory balance of each day for the coming week, like from Monday to Sunday. What is the quickest/simplest way to do it.       All I can think out of is to set a schedule that run “Inventory Balance” on 00:01 every day, and sent this record out as email. And in the final day, I merge them into one excel.       This is a workable way, but could it be better?

Hello All,I am trying to retrieve data using OData V4 but I get the error in the subject line. Everything is on my local machine and works with OData V3. Any help is appreciated why does V3 work but not V4?

When I create unit tests, I reference PX.Tests.Unit.dll, but always have this error.although I don't use this 'Microsoft.Bcl.AsyncInterfaces’. Is there any good way to solve this problem?“Could not load file or assembly 'Microsoft.Bcl.AsyncInterfaces, Version=1.0.0.0, Culture=neutral, PublicKeyToken=cc7b13ffcd2ddd51' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)”  

This may be a noob question, but how can I set a condition on the generic inquiry for a data field based on a formula? See below.In the results grid, I have a formula that is calculating GP%. I want to set a condition on the GI to display only projects with a GP% lower than 25. How can this be done on the GI?     BONUS: Alternatively, if someone could help me figure out why this business event is not firing, I wouldn’t have to filter the GI in the first place.   

Is there anywhere in the Help file or otherwise that provides a list of all the special roles in Acumatica? We’ve run across this issue when we create a new role for a specific job. We assign the user the correct access rights for the screen but some UI elements are tied to a special role so they still don’t show.In our case it was being able to open / close Financial Periods-that function is tied to the Financial Supervisor roleHere is a list of special roles that I’ve come up with so far. I would love to have a complete list with explanations. I’m not sure on the ones with a question mark. The following roles in Acumatica are special roles that are tied to specific functionality AcumaticaSupport: Role for Acumatica Support. Access similar to Administrator except for User Management, Security Settings and Access Management. Administrator: System Administrator. Gives access to every area of Acumatica Anonymous: No access- think this may be used in API calls for the initial con

What is the best way to reset admin’s password?  I cannot access one of our tenant for whatever the reason with admin log in. 

I have a custom field that is throwing the following error:Error: An error occurred during processing of the field PD Inches/SQIN: Specified cast is not valid..I have the following  #region UsrPDinches [PXDBInt] [PXUIField(DisplayName="PD Inches/SQIN")] public int? UsrPDinches { get; set; } public abstract class usrPDinches : PX.Data.BQL.BqlInt.Field<usrPDinches> { } #endregionWhat could be causing this issue?Another questtion,This field is on a production order. I can’t find how to disable the field when the production order status is completed. How do I do that?

I am creating orders from a mobile application when they are sent to Acumatica and I want to complete the Shipment I get this error message:order does not contain any items planned for shipment on.Is it some field that I am not sending? Best regards,

For tax year 2021, the IRS made minor changes to the 1099-MISC and 1099-NEC forms. Details of the changes can be found on the IRS website. Acumatica will implement these changes in upcoming versions of the software to assist with customer 1099 filings. There are 3 changes that impact Acumatica.Form 1099-NEC sizing. Acumatica will reduce the height of the form to match IRS changes. Form 1099-MISC, box 11. New use for box 11 includes any reporting under section 6050R, regarding cash payments for the purchase of fish for resale purposes, from a individual or corporation who is engaged in catching fish. Form 1099-NEC, box 2. Payers may use either box 2 on Form 1099-NEC or box 7 on Form 1099-MISC to report any sales totaling $5,000 or more of consumer products for resale, on buy-sell, deposit-commission, or any other basis.1099 Paper Forms:Changes to the 1099 Paper forms are currently available in the following builds of Acumatica:2021 R2 Update 3 Hotfix 1 (21.203.0030) and later 2021 R1 Up

Hi, I need to call api to retrieve some transactions details from 3rd party application into acumatica erp. For testing, I used below code in my own customization project. This is a POST request and url is also defined there. public virtual async Task<IEnumerable> InsertSelectedLines(PXAdapter adapter) {foreach (PXResult<SOLine, SOOrder> result in POrdersView.Select()) { if (lineExt.Selected1 == true) { APProformaItemList toBeInserted = new APProformaItemList(); toBeInserted.Ponbr = order.OrderNbr; toBeInserted.LineNbr = lineNbr++; var url = String.Format("https://sandbox.corporate- api.hsbc.com/mock/v2/transactions"); HttpClient client= new HttpClient(); //added reference client.DefaultRequestHeaders.Add("ContentType

How to change images login in acumatica saas? or how to access xml login pages in acumatica saas?

 Generic Inquiry in Acumatica is an easy tool to fetch the data that resides in Acumatica database tables. This topic covers the steps to create a simple Generic Inquiry. This topic will be useful for non-technical Acumatica users to create a Generic Inquiry in Acumatica.Steps to create simple Generic Inquiry:Open the Generic Inquiry Screen Give a name to the Generic Inquiry for example “Sales Order Data”, as shown in the below screen shot.Add an Acumatica Table - for example SOOrder for Sales Order dataAs shown above, search for the table and select the required table for data. SOOrder is selected in this case. Search for the table SOOrder and select: Add fields to the “Results Grid” tab   Save and View Generic Inquiry data Optionally add condition(s) to filter the data, if required, under the “Conditions” tabFollow the below steps to add Conditional filters to the data. Click on View Inquiry button to preview the Generic Inquiry data output Please Note:It is advised to have SQL knowl

In continuation with the below article, the current article explains how the same can be done in 23R1 and the difference between 22R2 and 23R1. Like in 22R2, in 23R1 there are out of box import scenarios for Template Item(Import Template Items), Matrix Item (Import Matrix Items). The Edit Template ID checkbox in the Item Class form which enabled the Template Item ID field in the Stock/Non-stock form is removed.  The Is a Kit checkbox is enabled in the Matrix Item which allows the Matrix Item to be created as a Product Kit. Check    All the above is done out of the box. Now to make the Template ID field editable in the Matrix item screen, the user has to publish the attached customization(“ImportMatrixItems2023R100.zip”) to this article. This customization package must be used only with 2023R1 and above.  There is a customization package for users who do not have commerce module as well. Check the attachment: “ERPImportMatrixItems2023R1002.zip” For 22R2, check    If the selected Templ

Hello all, How would I go about changing the default value in the customization project for a specific field on a form?  I though it would be under this section, but I haven’t had any luck so far.

We’ve been using Twilio for a couple of years now as our SMS gateway provider, but ever since the Feds passed their  A2P 10DLC registration act, they have become insufferable. Technically, none of our Clients even really need to comply with the registration, because they are all low volume, and don’t do marketing via SMS. But Twilio demands we set up a “Campaign” anyway. Recently, I was trying to gather up screenshots to create documentation for our Clients to use when they go to Twilio to set up their own accounts and the obtuse and pedantic things they are requiring of me are just unbelievable. I’ve thought about just putting a cellphone in our office and run an app to turn it into an SMS gateway, and provide it as a service for our clients… But, I’m trying to get out of the middle, and that will open me up to support calls on things I would rather not deal with.I know I can use AWS, but they have always seemed to be difficult to deal with as well. I’m trying to find a simpler soluti

Attempting to import item classes and I am getting a “Value cannot be null. Parameter name: Key” error. Any idea what may be causing this error?

Hello,We are trying to send emails by Office 365 (OAuth 2.0) using modern authentication.The idea is to use one mail sync account (delegated access) in O365 and use the “send as” function for every user email account. This is configured to every user mail account in the MS admin center. In acumatica the system mail asccount is configured as: mailsync@example.onmicrosoft.com\user@example.onmicrosoft.comWe followed the installation guide: https://help-2022r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabAfter creating an External Application and configured the SM204002 according to installation guideWe can log in to O365 (MFA removed) well - checked We can get new inbound emails (SM204002 Sidepanel) well - checked If we try to send an email - errorThe email cannot be sent because the account you signed in with does not have permission for using the email address specified in the system email account on the System Email Accounts (SM204002) form

Hi all,I want to add a new field to the SO that the value is from the customer’s buying group. The buying group is under the Attributes. I tried to use PXDefault to search the attribute’s value. But I have a problem is I need to use fixed attribute ID. The value is not linked with the buying group value. I need to save the value to the database at that moment. Because the buying group value may changed later. Does any one knows how to do it ? Thanks.     

Hi there! We have been facing an issue related to MYOB Advanced ERP (Accumatica) Filter($filter) option.When used $filter parameter in REST API, pass multiple conditions with 'or' operator.Like this in URL '$filter=CustomerID eq '21FEBUSER' or CurrencyRateType eq 'SPOT' which gives us this error:"exceptionMessage": "Only AND logical operator is supported","exceptionType": "System.NotSupportedException"Is there any solution/api/help available to get multiple record in single request to pass multiple condition from Acumatica ERP in REST URL.  

How does one create a fully new report? I’m making a tweaked version of an existing report, but need to create a new report on the site, and I’m not sure how.Thanks for any help.

Hi there,I am new to Acumatica. We are currently running a system email account in Acumatica. We want to move to having individual email accounts set up in Acumatica. At the moment, a test user account and email were created in Acumatica and Office 365. In system email accounts, I made an email account ID and name, POP3 Incoming mail server outlook.office365.com, outgoing smtp.office365.com, incoming server port 995 outgoing 587, TLS for encryption. Timeout 2 Mins; however, when testing, it fails. All ports are open on the Office 365 side. I want to seek guidance on how to get this test account operational in Acumatica. Thank you in advance for any help and advice. 

I get this error when trying to print a check.