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16361 Topics

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TimRodmanPro I

asked in Develop Customizations

Where are Dashboard Widget values stored when using Refresh Data setting?

Does anyone know where Acumatica stores the values of Dashboard Widgets when using the Refresh Data setting? For example, take the Orders to Ship Widget pictured here with a value of 12 I have the Refresh Data value set to Every Day which means that Acumatica should only refresh the value once a day In order to do that, I would think that Acumatica stores the value of 12 somewhere, but I’m not sure where it gets stored.

513

11 months ago

HarrySemi-Pro II

asked in Configuration and Installation

Difference between Group A & B

hello all,I am getting confused between the restriction group types A & B. I tried to experiment this by: So now , as per the above screenshots the system would now restriction the user Pam Brawner to have access to the selected 2 subaccounts.Now when I created a new group type B:for the same user So now if I would select the 2nd Subaccount, would that mean that now the system wont show the subaccounts selected under both Groups A & B for the same user or what? I am getting confused here. Would like your guidance in this.Thanks in advance.

431

11 months ago

patrickACAFreshman II

asked in CRM

Add GI for Sales Order Lines (and a second GI for Invoice Lines) in Customer Portal with Parent AND Child Account info

Hello Community,We would like to add a GI to the Customer Portal that would allow a contact associated with a business account to see the sales order detail lines for the parent and child accounts for only that parent business account. I’m afraid that my SQL is a bit rusty, and I can’t recall how to filter the results in the GI such that the contact will only be viewing the data for their respective parent and child accounts.If someone could point me in the right direction of how to do this in the setup of the GI and adding this to the Customer Portal that would be amazing.Many thanksPatrick

944

11 months ago

ldjmarcogFreshman II

asked in Manufacturing

Production Order completed and move transactions not released.

I have a Production Order MOVE transaction stuck in Balance status because the production order was completed on a different MOVE transaction. So the MOVE transaction in Balance status cannot be RELEASE nor DELETED.Any ideas would be greatly appreciated.

1862

11 months ago

MComan62Freshman I

asked in Financials

Multiple approvals needed from the same group

Our customer has an executive team that wants to have 2 people approve checks. When they cut checks they want the executive team to approval checks then have another member of the executive team go in and approve checks gain.Is there any way to set this up so that the same person can’t approve checks both times?

902

11 months ago

robmellentineFreshman I

asked in Configuration and Installation

Purchase Order approval - multiple approvals from 1 group

We are looking for a solution to only approve a PO if it receive at least 2 approvals from a group. We have not been able to figure this out yet.

10458

11 months ago

RSHAH1Freshman I

asked in Import and Export Scenarios

Change Storage location in Acumatica

Hello Team, Is there have any possible way to change the location of file storage in acumatica?Reason is day by day database size is going bigger as I can see in database mostly file storage is occupied so for reduce this i want some solution to fix the issue. Thanks and RegardsRushabh Shah

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!

462

11 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

530

11 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.

2975

11 months ago

dsimmerlySemi-Pro III

asked in Field Service

Service Order Profitablity

What are the option for reporting Service Order profitability ?

627

11 months ago

AJohnsonJr Varsity III

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

1254

11 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" } } } }

893

11 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.

4454

11 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?

480

11 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?

13910

11 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

451

11 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.

1523

11 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.

1933

11 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

403

11 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?

623

11 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.

621

11 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

461

11 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

7656

11 months ago

malinthawarnakulasooriya08Semi-Pro I

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?

2637

11 months ago

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