Discussion Forums

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. 

I’m trying to modify the screen header label on a screen, specifically the project ID field on the Projects screen, to show the separator dash”-” in between segments to match how the project ID field looks on the screen in the “Project ID” field. Currently, if the Project ID has segmented keys to separate the values (00001293rt-00010), the header value will only display as 00001293rt00010 since that’s the way the field is stored in the database. I am hoping to have the screen header label match what you see in the project ID field below it.I’ve searched multiple topics on this and it seems like the best way to handle would be with javascript, but none of the examples I’ve seen have worked this situation, since it needs to formatted from data on the current record. Some of the screens have access to this “usrCaption” element that can be modified in C# code, but since this screen uses a master page, it’s not easily accessible.I was curious if anyone has done anything similar to this befo

Hi Acumatica Community, I just want to ask if there is a setup for Data Collection, specific in Scan Move Screen. Here’s is scenario upon testing.Production Order - Qty to be Produced (20 Qty) and Tracked by Lot each I have a backflush for Materials and Labor Once the Production Order Maintenance is released I’ll go to Scan MoveUpon 1st scanning, it requires the followingProduction Nbr. Warehouse Location LotUpon 2nd up to 20th scanning, it requires the following      1. Production Nbr.      2.  Lot as you’ve noticed, it requires multiple scans for Production Nbr. Here’s my requirements.1. Production Order Nbr.2. Warehouse3. Location4. Qty (20 KG)5. Scan Lot (20 Lot Nbr.)   Hoping this process can cater in Scan Move functionality Thank you! 

The Timesheet History Report is the main one I am looking at as it already lists the Submitted By and Submission timestamp as well as the Approved By and Approval timestamp. Is there a place to upload an employees signature to be referenced to show up in the report?I know there is for Cash Accounts, but for individual users? Would the Email settings area of User Preferences be the best option, or even work?

Recently upgraded to 25R1 and noticed two new errors when syncing Template items that we didn't come across during our sandbox tests.1. "At least one option value is duplicated." 2. “Error mapping types... Input Destination Member: Options” We’re encountering this issue frequently, but there’s no clear pattern or apparent cause. Some template items sync successfully, while others, seemingly identical in structure, fail with the same error.The issue occurs with both new and existing template items, regardless of whether they have one or multiple attributes. We've seen it affect items with just two matrix variants, even when those variants have only a single attribute (e.g., color). After thoroughly reviewing each item, we’ve confirmed that there are no duplicate attributes across variants that would justify this error, particularly since many of these items have been in the system for a long time without issue.Is anyone else experiencing this? Any insights or suggestions would be apprec

The scenario is: External user comes to a web page, starts a chat conversation, an agent start conversation but at the end depending on user feedback they can create a case or a sales order. 

This seems like a basic question…In my site map, I have a number of screens that should be visible on my UI based on the defined workspace and category (and access rights by screen) but they do not show up for me and I cannot find them by a search or by entering the screen ID by itself.Specifically (today), I am looking for “Inventory Preferences”.  Is that something that is hidden based on my subscriptions?  We use “non-stock” inventory. Have any of you come across (or been unable to find) pages that you think you should be able to see but can’t? Thanks

I want to customize approve action in sales Orders and go to override method in ui. I cannot see approve action. How to do it 

On the Sales Order page. We want to be able to open a sales order, then once in that sales order, click on the locationand then add a new location. When the pop up window shows up, we don’t have the “+” sign to add a new location. I’ve spent a ton of time looking for the option to add it, and cannot find it. Can someone please show me the way? :)Thank You all! Have a great weekend!Brent

I’m using GI as a datasource.   The datasource GI uses INKitRegister to group by site and date to create a total kit by day.  Then I’m trying to join to individual kit assembly to understand percentage of total for day.  I’m getting a multi-part identifier could could not be bound.  _INKitRegister.DocType.  I added DocType to the results and tried to adjust the joins.  Any assistance is appreciated.

Dear Team,Im following the instruction for disposing asset from doc Disposing Fixed Asset: Process Activites As Step 1, on the disposal table, when I click on OK, the system show the error message “Unreconciled asset can not be disposed” On Reconciliation Tab, I have some transactions havent reconciled yet. However it’s not related to this FA. And before that I am successfully perform the Disposal already for another item.Are there anyone have idea on this matter?Thanks in advance

Hi guys,A customer wants to create variants, but their item names are very long because they use the Description Segment Setting and include many attributes, which should also appear in the item names.Currently, the allowed length for the item description is too short and needs to be extended.Hope you can help me with this 

Site is 2024.114.301.3686 [24.114.0020]The error is occurring on printing a purchase order.I have opened the report in Report Designer but have been unable to find the field that needs to amended.I have been advised that the field that has changed is OwnerId. I cannot find OwnerId or EmployeeId on the fields used on the form template or in any of the relations. Can anyone advise where else I can look to identify this on the form template or perhaps has specific information about what has changed in this version of Acumatica Purchase Orders on the database fields. 

I have a processing screen that calls an action on the Sales Order screen (SO301000), which is intended to combine the custom Work Order report (PS652000) into a single PDF.The action having the following code  public PXAction<SOOrder> printworkorder;[PXUIField(DisplayName = "Print Job Order", MapEnableRights = PXCacheRights.Select)][PXButton(DisplayOnMainToolbar = false)]protected virtual IEnumerable printWorkorder(PXAdapter adapter){    PSConfigReportMapping mapping = PXSelect<PSConfigReportMapping, Where<PSConfigReportMapping.jobType, Equal<Required<PSConfigReportMapping.jobType>>>>.Select(Base, "S");    PSConfig crow = PXSelect<PSConfig>.Select(Base);    string reportID = "PS652000";    List<SOOrder> list = adapter.Get<SOOrder>().ToList();    if (list.Count > 0)    {        Base.Save.Press();        Dictionary<string, string> parameters = new Dictionary<string, string>();        string actualReportID = null;        PXRe

Hi all,I’ve set up multiple Pivots in Acumatica and shared them with several users. One issue I’m running into is that when a user applies filters, those temporary filters affect everyone. Each user then has to manually remove them before adding their own.Is there a way to share the Pivots but have them reset when someone else accesses the same Pivot  or navigates away and back? The goal is to make sure filters reset automatically so users don’t have to clear them manually each time. Thanks