Discussion Forums

Hello,Looking for assistance on importing compliance details to update vendor profiles. I have been able to import them into Acumatica however, the compliance management screen captured the details instead. How do I get to update the vendors as the file imports.

Hi everyone,I have a problem related to translation. Every time I click on “show only unbound,” I get a timeout error. Does anyone know how I can avoid this in order to translate the sentences? Thanks in advance!Best regards

How to resolve the ''Cash Account' cannot be found in the system. Please verify whether you have proper access rights to this object.' error I gave this new user the same access as an existing user and still she’s getting the above error. Any suggestion about what I am doing wrong.

We’ve tested with one customer successfully and now with another we are getting this error:  TX Error:  Failed to get taxes from the external tax provider (Avalara).I’ve confirmed the following:Customer is set to Avalara Tax Zone is set to Avalara Shipping address is populated Same GL accounts as previous customer with successful callAny other settings that I should check?Thanks

Hi everyone,Has anyone successfully completed an adobe sign integration to Acumatica? I’m having issues finding the API from the clients Admin Adobe account.  Thanks in advance.

Hi, I’m trying to customize the lien waiver report Partial Conditional report CL642001 to add a section that shows the details of the total amount of the lien waiver, i.e., the list of the bills being paid. There is a details section on the report that I made visible and added a couple of APInvoice fields but I don’t get anything as a result. Any ideas would be greatly appreciated. Thanks, Scott

I’ve got a custom field, let’s call it ARInvoice.UsrMyFieldI want to update it after the invoice has been Released.Handling the Release action in ARInvoiceEntryExt doesn’t seem to be the right way. I’ve tried:         [PXOverride]        public virtual IEnumerable Release(PXAdapter adapter)        {            IEnumerable result = null;            // Acuminator disable once PX1008 LongOperationDelegateSynchronousExecution [Justification]            PXLongOperation.StartOperation(Base, delegate            {                result = Base.release.Press(adapter);            });            PXLongOperation.WaitCompletion(Base.UID);             Base.Document.Current.GetExtension<ARInvoiceEntryExt>().UsrMyField = “foo”;            Base.Caches<ARInvoice>().UpdateCurrent();            Base.SelectTimeStamp();            Base.Caches<ARInvoice>().PersistUpdated(Base.Document.Current); Throws a message to say “previous action not completed”. It then completes the update and performs

We would like to integrate with out PSA but unsure if any providers make this possible. 

Step 1: I am looking for a way to create a receivable invoice to a customer other than the customer for the project for material sold.Step 2: How to credit project for amount of receivable invoice for material sold.

I’m trying to delete a value from an attribute.  I’m trying by sending the attribute with the value needing to be deleted with the “delete” flag set to true.  I’m getting back no error message at all, with a status of OK, but the value is not being deleted.I can manually delete the value via the GUI, but the REST API will not delete it.The JSON object being sent to the AttributeDefinition endpoint:{"AttributeID":{"value":"DKWHLWIDTH"},"Values":[{"ValueID":{"value":"3-3/4"},"delete":true}]}Any suggestions?

If a project has no transactions, the Project Transactions Report is completely blank, even the header information is blank.  Is there a way to display the project and description in groupHeaderSection1 even if the project has no transactions?  Thanks.

I am trying to automate the send of Shipment Confirmation emails when a shipment is confirmed.I have a business event set up - it triggers on the shipment status change to “Confirmed”. So, that part works.I have an Action Execution set up as the subscriber - this runs but fails with the error “Object reference not set to an instance of an object”How to I track down the cause of this error?Are there any tutorials on how to accomplish what I am attempting?Is there a better way to accomplish what I am attempting?

I'm trying to identify the type of inventory—whether it's project-related or free stock. Could you please let me know which table stores the inventory sourcing details.

From Gainsight Support:We sometimes get questions about how the search in the community platform works exactly, and what can be done to optimize it.  As the search is weighing up many factors, it’s not always possible to determine exactly why a particular topic is or isn’t appearing in the search results.  However, in this article, we will provide some context on how the search works as well as some best practices that can be applied to optimize search.Searchable Attributes When a user enters a query, the search engine evaluates multiple attributes across both community and federated (external) content to determine matching results. These include: Title of the topic or article First post (content) Whether it’s an article Whether it has the best answer (if it’s a question) Replies Tags Category and Parent Category Metadata from external sources such as Help Centers or Learning Platforms (via federated search connectors) These attributes are used across all indexed content,

I’d like to make a processing screen that will allow me to add items to the grid of items to process.I’m basically trying to make a grid that you can run processing on that I can add/delete items.  The only filter I have is at the top of the form that is a checkbox that changes the grid from “Show Posted”, “Show Unposted”.  The filter checkbox pulls data from a custom table, so it is a “real filter”  I want to be able to add items to the grid, and THEN process them.  I also want to be able to import items into the grid.From all the things I can see, processing screens are designed to pull data for the grid that already exists in the system and are not editable.  I’ve tried a plethora of things to try to get the grid on my processing screen editable with no luck.At this point, I created a Form/Grid screen and put “manual” processing buttons on it to process my grid items, but I want to be able to show the typical processing screen where it shows the Successful, Warnings, Failed etc.  I

Is there a way to default the current employee/user as the Owner on a PO receipt similar to a PO? I don’t see any settings or preferences that control this. Was hoping to accomplish without the need for a customization.  Thank you! 

I am trying to scroll down the list of record types in the recently viewed transactions and I just cannot find a way to scroll down the Record Types. I have to zoom out the browser to view the other record types. Anyone has any ideas how to scroll down to view other record types.

I have a business event created that fires off of a generic inquiry that pulls from the PO.POOrder table.However, in the Generic Inquiry throws a warning in the results grid. The warning is a known bug that is suppossed to be fixed in 24R2. Link - https://community.acumatica.com/retail-113/issue-admin-access-rights-to-customers-object-in-gi-22253The error does not cause any issues with the results of the generic inquiry. But when a business event is built based on the generic inquir, the business event fails to run. Is there a known workaround, or am I forced to upgrade for something so trivial?  Bad! 

Hi everyone, I configure an email account with google modern OAuth. The email sign in correctly and the Test run correctly but when I run Send/Receive all this error is showing, especially when I'm trying to process the receive mail.  also, if the incoming mail process is selected where do all the email receive should be found? 

Hello,I'm working with the Acumatica API to create time entries for the **Employee Time Activities** screen (EP307000) using the **TimeEntry** endpoint. The UI displays a **WorkGroup** field for each activity, but I cannot find this field in the API contract, even after attempting to extend the endpoint.There is only Items objact in the list, and there is no WorkGroupID in the list. I checked fields with selector - the same situation - field unavailableHere are the details:- Acumatica Version: 2025-1 - API Endpoint: `TimeEntry`- Issue: The `WorkGroupID` field is visible on the **Employee Time Activities** screen but is not available in the `TimeEntry` API payload. I checked the default and extended API contracts, but the field is missing.- What I Tried: - Extended the `TimeEntry` endpoint in Customization Projects to include additional fields, but `WorkGroup` is not listed.Questions: 1. Is the `WorkGroup` field available in the `TimeEntry` API, or is it handled differently (e.g., deriv

Hey Team,Recently in Australia we had an update, for the most part its gone quite smoothly. But i did pickup on problem this morning. One of my business events is not functioning. Its been working fine up until the update. What im trying to achieve, it simply send and order confirmation as soon as we remove the hold for the SO to the shipto contact email.  I cannot seem to locate what the actual error is? Any help or Guidance would be appreciated. 

Hello all,I am trying to setup the incoming mail processing where if a mail is received it should be forwarded to an employee.Under the Incoming Mail Processing tab, we have the option to Routing the mails. How to setup this?Thanks in advance.

I have an import scenario that worked prior to 2024 R2, but it no longer works in 2024 R2. I now get the following error message. I believe it’s a bug, but would like to know if others are having the same issue and if there is a work-around.  

Title: CI/CD Pipeline Implementation for Acumatica ERP Using GitHub ActionsWe’ve recently implemented a CI/CD pipeline specifically designed for Acumatica ERP to streamline customization development and deployment process.We adopted GitHub Actions to automate both low-code and full code-level customizations. The goal was to reduce manual intervention, improve consistency, and increase deployment speed across multiple environments. Our Setup:4 Acumatica environments: DEV, QA, STAGE, PROD Server: Windows (latest) Repository structure: Separate Git repos for customization source code and dependent DLLs Key Outcomes:Seamless Git integration for version control and collaboration Automated build, import, and publish steps Notifications for deployment events Centralized logging for transparency and troubleshooting Quicker release cycles for features and bug fixesWe’re sharing this to contribute to the community and would love to exchange ideas with others implementing DevOps practices with Ac

I have a customer request to make the notes popup on a grid in the Opportunities screen be read only except for a particular user class.  I’ve not worked much with panels and I wondered if anyone had an opinion if this a possible.Thanks in advance for any input.