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Access Rights by Role Bank Reconciliation Statements

Hello!How do I set up my employees Access Rights by Role to include having the ability to create new Bank Reconciliations Statements? Currently, they can only View the statements. Thank you!

9 months ago

Chris HackettAcumatica Community Manager

posted in Community site discussions

Ask a Question, Get an Answer - December 4 - December 8, 2023 - need some extra help this week!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Satya Manikanta Dhulipudi - Acumatica Community Featured Member for December 2023Meet Satya Manikanta Dhulipudi our Acumatica Community Featured Member for December 2023. It’s great to have you as part of the Acumatica Community @manikantad18! Mentoring Session - Business Events for Order Management with Neil Cantral - December 20, 2023We’re delighted to announce this Community Mentoring session with @Neil Cantral!A brief overview of Acumatica Business Events, how they are used to manage orders in a B2B distribution company, and a Q&A. Hot Tips, Known Issues and Blogs Shoutout to the following members who provided tips and assisted with unanswered questions this pa

9 months ago

bernadeth58Jr Varsity III

asked in Financials

How to input Current Cost in the Stock Items

Hi,May I know the process on how to input the current cost of a stock item? I am using standard valuation method. Or is there other process outside the stock item fields to have the current cost.Thanks.

9 months ago

dsimmerlySemi-Pro III

asked in Field Service

Service Order Profitablity

What are the option for reporting Service Order profitability ?

9 months ago

AJohnsonFreshman II

asked in Payroll

Acumatica Payroll Preferences Error on Time Posting Option

Hello, we are working to setup Acumatica Payroll and running into an error when setting up payroll preferences. The screen is checking for a specific option in the Time Posting option box, but its not showing up on our form and giving us the below error. Any ideas? Possibly a feature I need to enable\disable? Thanks,Adam

9 months ago

keithschmJr Varsity III

asked in Develop Integrations with Web Services | APIs

Create Customer Auto Numbering

Hi all, I am trying to create a customer using the rest API. I am not sending a CustomerID as I have the auto numbering turned on. It works great in the UI and Auto number works correctly. With the API it seams to just keep editing the same customer and not assigning a new ID. It uses <NEW> for the customer id. Am I missing a setting? Endpoint: http://localhost/AcumaticaERP/entity/Default/22.200.001/Customer Payload:{ // "CustomerID": {"value": "Cust04"}, "CustomerName": {"value": "Jane Dough"}, "CustomerClass": {"value": "Local"}, "SendDunningLettersbyEmail":{"value":false},"MainContact" : { "Email" : {"value" : "demo@gmail3.com" }, "Address" : { "AddressLine1" : {"value" : "40331 Lake Washington Blvd NE" }, "AddressLine2" : {"value" : "Suite 1030" }, "City" : {"value" : "Kirkland" }, "State" : {"value" : "WA" }, "PostalCode" : {"value" : "98033" } } } }

9 months ago

aaldrichFreshman II

asked in Develop Integrations with Web Services | APIs

How to Retrieve Stock Items > Related Items from Api

Hello,I’m looking for a way to retrieve the Related Items from the Acumatica APIs. Is there any way to do this? I expected that I would be able to find it on the /entity/Default/20.200.001/StockItem API but it does not appear to exist as a detail object.

9 months ago

mramsey

asked in Low Code | No Code Customizations or Integrations

Acumatica SmartSheet Integration 23R1

Has anyone modified this integration to have different mapping fields. We have a custom template from SS imported into the Project Preferences - Smartsheet Setting tab. We would like to add to the Acumatica field selection in the mapping section. Has anyone adjusted the code to this?

9 months ago

ldjmarcogFreshman II

asked in Manufacturing

Hot/Urgent Orders

When we get a hot or urgent sales order entered in Acumatica, we need to find a way to identify all the orders that are created via MRP or Create Orders for this sales order.Is there a way we can mark/tag/flag/color code the resulting orders to be able to easily pick and process accordingly?

9 months ago

egongoramr

asked in Develop Customizations

Problem inserting an AP (Accounts Payable)

Hello, good evening everyone. I have developed a smart panel that generates an Accounts Payable (AP) bill from an email. However, i have encountered an issue with inserting an AP transaction when we link it to a Purchase Order or subcontract. The system displays the error message shown in the picture. Is there a specific insertion method in Acumatica for handling this scenario? Thank you very much for the support, any help is received

9 months ago

vib1980

asked in Develop Customizations

Setup Workflow for a Custom Screen

Hi All,Is there a way to setup workflow for a Custom screen? At the moment don’t see a Workflow option in the Customization editor for the screen.

9 months ago

HarrySemi-Pro II

asked in Configuration and Installation

Restriction Groups by Departments

Hello,I am new to Acumatica and have been looking for ways to create restriction groups on the basis of Departments of the Employees. I would also then like to only allow the usage of those subaccounts (has segments divided) that refer to the respective departments and then would only allow the usage of Sales Orders based on those departments. How can I implement this?Thanks in advance.

9 months ago

ifelixFreshman I

asked in Reports and Generic Inquires

printing an empty line on the report

I am printing AP Payment data in a sub report. The first line prints an empty line for the shipment number ‘20231414’. But when i pass a different shipment number it doesn’t print the empty line. Is there any way to fix it ? This is when passed shipment number 20231414 as a parameter. This is when passed a different shipment number Also some of the rows in my report are not in line

9 months ago

stephenward03Varsity I

asked in Develop Customizations

Data provider in customisation package

I’ve created data provider, it’s using the built in Excel Provider type, it is used by an Import Scenario.It has various setting and mappings, as shown below.I can add the import scenario to my customisation package, but how can I add the Data Provider?

9 months ago

HarrySemi-Pro II

asked in Financials

Can we conclude voided payment & Reversed Payment as customer refund?

Hello All,I wanted to know if we can conclude Voided Payment & Reversed Payment as customer Refund?Thanks in advance.

9 months ago

bhagyat25Jr Varsity II

asked in Develop Customizations

Grid columns order change abnormally.

Hi All,My grid columns are changing abnormally when I open the relevant form. Grid columns are not in the same order as screen editor shows. Also when previewing changes also working fine. Can someone please help me out?Preview changes also fineBut actual run timeThanks

9 months ago

lauracFreshman II

asked in Financials

Restriction Group for SubAccounts

Hello, is it possible to have a Restriction Group on Sub Accounts? Regards,Laura

9 months ago

malinthawarnakulasooriya08Varsity III

asked in Develop Customizations

How to generate AR Aging report age based on a newly added customized date field?

I want to generate AR Aging report age based on a customized date field which added to invoice screen. Please check the below screenshot.So I think that to achieve this i have to add this custom data field to the “Age Based On” dropdown in the Statement Cycle screen. Please check the below screenshot.So can I know if is this possible?And if is this possible, can we maintain two AR aging report formats as one is based on default system Due Date and other one is based on newly added customized date field?

9 months ago

vib1980

asked in Low Code | No Code Customizations or Integrations

Mark Email as Unread option unavilable

Hi All,Following enquiry forms are now replaced with generic inquiry forms in 2022 R1.Incoming (CO409000)• Draft (CO409010)• Sent (CO409080)• Outgoing (CO409020)• Deleted (CO409090)• Archived (CO409030)In the previous versions an option was available to mark the selected emails as unread. Just checking is this option removed in 2022 R1 version or there is an alternate way to achieve this apart from Customization.

9 months ago

fosterjeff01Freshman I

asked in Everything Else

No Link in ARInvoice to SOInvoice or SO?

I’m a little perplexed why there is no tab showing the related Sales Order and Shipments that were the origin of an ARInvoice. Acumatica normally has links between related documents, and this one just perplexes my why you have to go search for an originating document manually to see the released Invoice’s history. Am I missing something?

9 months ago

larrylySemi-Pro II

asked in Reports and Generic Inquires

Audit history use NULL as split symbol

Hi all,I have a problem when I create a GI for showing scan details. I get data from the audit history. The problem is the data combined with NULL. How can I replace them in the GI? Even I export it to the excel, it’s not editable. I prefer to use GI, report or in the excel. I know it can be done on database level with using sql. But I don’t have access rights. Doesn’t work

9 months ago

Connor MorseJr Varsity III

posted in Reports and Generic Inquires

(How To) - Add a Run/Print Report feature to Generic Inquiry Line Results.

Good afternoon!I wanted to pass along a “How To” for a great/simple (and underutilized) feature in Acumatica Generic Inquiries that allows users to add the functionality to run reports directly from the Generic Inquiry Results grid.In the process below, a report has been added to print PO Receipt Line Labels, on demand, directly from a Generic Inquiry. Please see the following steps. Create the Report (ex. Receipt Labels) Create the Generic Inquiry. Under the “Navigation” tab, add the report and assign the needed “Navigation Parameters” from the GI Results to run the report. Under the Results Grid tab of the Generic Inquiry, create a new line, and assign the “Navigate To” for the screen added in the step above. (you can also add the “Navigate To” report to an existing field in the report if you prefer) When you run the Generic Inquiry, you will see the hyperlinked option, at the line level, to immediately run the report on demand. Hope you find this helpful!

9 months ago

CAMORRISONFreshman I

asked in Field Service

Appointment Links

Is there a way to add a link to each appointment of to get back to the first appointment?Our techs want to be able to refer back to what was done on the first appointment because sometimes a different tech will be going out on the follow up appointments. This way they can get to the appointment faster.

9 months ago

Freeman HelmuthVarsity III

asked in Manufacturing

View WIP Transactions by production order

Is there any way to view all the transactions affecting the WIP account for a particular production order?

9 months ago

VadymBoichenko96Freshman I

asked in Reports and Generic Inquires

Group items into one with same InventoryID

I have one problem. I need to group into one item items that have same inventoryId(they are duplicated i don’t know why i need to make it like That what i tried already but didn’t help

9 months ago

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