Discussion Forums

Hi Acumatica Community,With my customer master import scenario, my Canadian customer imports are failing as follows: Error: Field: Postal Code, Value: K1M 2C9, Error: The entered code doesn't match the required expression. My American customer imports work fine.On the countries screen, CS204000, I have this input mask and regular expression for the Canadians: -------------------------------------------------------mask: >L#L #L#Regular Expression: ^[A-Z]\d[A-Z]\s?\d[A-Z]\d$ Here is the help entry for Canadian Mask and regex:  Here is the help wiki for Masks, To Configure an Input Mask and a Display Mask for a Field-------------------------------------------------------FWIW, https://regex101.com/ tells me I have a match:   

I know more than the basics in Acumatica but this one I’m wondering if a) is this possible? and/or b) should it even be attempted?I need to create a generic inquiry that would show on hand qty for all configured items, with their configurations listed.Help?

I have a customer evaluating DRP, they use an outsourced manufacturer and own all of their inventory, The Manufacturer only provides the labor for the assembly to create the KITS.   The KITS are made to order using stock items. We were hoping that DRP would provide the demand for the KIT assembly based on Sales demand, not seeing that it does that.  Also based on the functionality the planning only works with either a value for safety stock or a value for reorder point.  Neither of these are actually based on SO demand.  It would work if they wanted to have these completed KITS on hand but they do not wish to have any on hand, all KITS are made to order based on SO demand. Has anyone had a similar use case?  

Zero Balances Report in Journal TransactionIs it possible in the GL listing to exclude accounts with zero balances when running the report?like put a parameter that will suppress zero balance

IntroductionAutomating the customization build process in Acumatica improves efficiency, reduces manual effort, and ensures consistency in deployments. In this article, I will share how I automated the customization build process using Jenkins, incorporating high-level design principles.High-Level DesignThe automation consists of multiple stages that streamline the process, including cleanup, code retrieval, solution building, file synchronization, and packaging. The Jenkins pipeline is structured with parameterized Boolean flags that allow selective execution of different stages.Pipeline StagesCleanup Old Files: Removes outdated DLLs and zip files to ensure a fresh build. Pull Code from Dev Branch: Retrieves the latest source code from the repository. Build Solution: Uses MSBuild to compile the solution and generate DLLs. Copy DLL Files: Moves the compiled binaries to the required directories. Sync Files: Synchronizes files with the remote repository. Create Zip Files: Packages the bu

Question from client:For the charges that are left after Auto-Match is complete under Process Bank Transactions, every single line will go to the Create Payment tab and I have to click on the Match to Payments tab and click on the Match to Multiple Payments and Match to Receipts and Disbursements options for the leftover charges to show up. Can we set this up to where it will stay on the Match to Payments tab? I will never use the Create Payment feature and when I’m clicking off 400+ charges manually, it gets really annoying that I have to click on so many things just to match the “bank” charge to the “payment”. I looked into this and could not find a way where unmatched transactions don’t default to the Create Payment tab. I looked at Bank Transactions Rules but that did not seem to help. Any suggestions? Thanks,Frances   

Hello Acumatica Developer Community,I'm currently working on implementing an integration with Acumatica and have a question about the best approach for handling multi-tenant authentication. Authentication ChallengeFor OAuth authentication, we need to store and manage client ID and client secret credentials. Since Acumatica supports multiple tenants, I'm wondering about the best practice for handling authentication in this context.For multi-tenant support, we need to determine if Acumatica requires separate client credentials per tenant: Does each tenant instance require unique client ID/secret pairs in Acumatica, or can a single set of credentials work across multiple tenant instances with the same base domain? Thank you!

I have added Terms to the AR Aging period sensitive report in Report Designer.  However, it is only pulling the Terms for customers that have only invoices and debit memos, not payments and credit memos.  I believe I need to pull the terms id from the Customer Master, but have not been successful with using the Add Schema fields to find how what needs to be linked to pull in the Customer Master Terms id.Does anyone have an example of how they have accomplished this?Thank you,Beth

HI All, As per best practices  and its Normal and Simple  Process   as per my Knowledge across during the years the following is the Transaction entries which will clear the Purchase Receipt and return Purchase receipt Inventory Account  Dr.Purchase Accrual Account Cr. Return Before Invoice / Bill Created Purchase Accrual Account Dr.Inventory Account  CrBy this  both the account get cleared  and reconciled as well. if its Partial return Yes the balance remain  and  which can be cleared by Bill as its not retuned  As per the Functionality of Acumatica we need to create a AP Bill and a Debit adjustment for any return ?? though both PR and return has been Processed both Transaction remain uncleared in the accrual Account why this is required  and the logic behind this Functionality ?   

I was pretty engaged with the Acumatica community for about a year there, trying to evaluate if Acumatica was right for our business. The push to move the whole platform to a new UI caused us to reevaluate our timing, and see how things come out on the other side of that effort. We want to customize aspects of Acumastica to our business, and investing in doing it twice seemed unwise. I have been following along occasionally on these forums, looking at activity related to Aurelia and the development of the new UI. There are a few things I find concerning:The choice of Aurelia for the front end framework. There are obviously many options for front end frameworks these days. Vue, React, Angular, etc. Until Acumatica announced they were going with Aurelia, I had never heard of this framework. That’s not necessarily bad, but just as it’s a major effort to move from the current .NET front end (which is EOL), it would be a major effort to move from Aurelia to something else in the future. So

I’ve found 35 topics tagged with ‘Import and Export Scenarios’ that have the word attribute in them, but haven’t found one that lets you import an actual attribute, not a attribute value on another screen.  Is this possible?  This does not work for me, but I’m not sure why.The attribute’s ID is ‘LOCAL’.  It is of type text.The data looks like this with fake values for demonstration:AttributeID     Value     ValueIDLOCAL           cat          1LOCAL           dog         2LOCAL           mouse    3 Any help or examples would be appreciated.Thank you!

v2023r1--sharing the version because I’m thinking this may be a bug fixed in a later release.I’ve had a couple of invoices lately brought to my attention where the Bill-To Contact and Address on the sales order (and ultimately the invoice) has a different customer’s details than what is on the customer record.  The “Override” checkboxes are not checked.My best guess is that an order is started for Customer A, and part way in the order taker realizes that they selected the wrong customer and updated it to Customer B.  The Ship To Contact details are updated, but the Bill To is not.  Unfortunately I haven’t been able to reliably duplicate it (I was able to duplicate it once in our Sandbox, but then following the same steps again it updated the Bill To contacts).I’m curious if others have run into this or if anyone knows if it may be something addressed in future versions.

I am trying to replace the Owner ID in a generic Inquiry into the project managers Initials.  I created the formula below: =IIf([PMProject.ownerID]='Joel Darby','JD',(IIf([PMProject.ownerID]='Daniel Bandanza','DZ',(IIf([PMProject.ownerID]='Michael McLaughlin','MM',(IIF([PMProject.ownerID]='David Dunn','DD',(IIf([PMProject.ownerID]='Josh Lavallee','JL',(IIf([PMProject.ownerID]='Daniel Mahr','DM',null)))))))))))I am getting the Error message Conversion failed when converting the varchar value 'Joel Darby' to data type int. when using PMProject.OwnerID in a generic Inquiry formula.  When I just pull the data field It shows up as the full name but the DAC is telling me it’s type int which I am assuming is why I am getting the error message so is it maybe pulling the PKID?  I can’t find anywhere else where I can pull that info as varchar.

Can we develop a specific data provider type ?

My team is looking to see Released Date AND Time, currently, I can only see it doing one or the other and I am not sure how to add the same column a second time for the second option, or to configure the field to be a DateTime field.  True = Time, False/Blank = Date. I have not done much with custom projects, but I figured this would have been an easier modification I could do for them.

Hi everyone, Can someone pass me a code snippet on how to get data from a specified generic inquiry programmatically? (i.e. SELECT * FROM MyGI and return the data rows that I can then manipulate) If you happen to know how to select a GI respecting a shared filter as well, that would be extremely helpful as well.  Thank you-Kyle

I have the setting in Sales Order Preferences called ‘Add Zero Lines for Items Not in Stock’ checked, as well as ‘Create Zero Shipments’:When I create a Sales Order with ‘Back Order Allowed’ checked, and each line also has ‘Back Order Allowed’ as the Shipping Rule, I can get a 0 line on the shipment:However, if the line has ‘Mark for PO’ checked and/or has a linked PO, it is not offered for the shipment:The same occurs if it has ‘Mark for Production’ checked. It doesn’t make sense to me that this option would not work when products are coming from other places than stock. Am I misunderstanding how this option is supposed to work? Has anyone else seen this behavior?Thank you for reading. 

Hello Community,I am building a custom processing screen in Acumatica and facing an issue where the processing dialog (popup) is not showing when I click "Process" or "Process All."Can someone help me figure out what I’m missing? Below is the code I am using. public class BusinessAccountMaintTSExt : PXGraph<BusinessAccountMaintTSExt> { // Use PXFilter for ProcessFilter public PXFilter<ProcessFilter> Filter; public PXProcessingJoin<BAccount, LeftJoin<Customer, On<Customer.bAccountID, Equal<BAccount.bAccountID>>>, Where<Customer.bAccountID, IsNull, And<BAccount.type, NotEqual<BAccountType.customerType>, And<BAccount.type, NotEqual<BAccountType.vendorType>, And<BAccount.type, NotEqual<BAccountType.employeeType>, And<BAccount.type, NotEqual<BAccountType.combinedType>, And<BAccount.type

I have a PO that was setup with the wrong Vendor.  I received an invoice for the PO and created the PO Receipt before I realized that the Vendor was wrong. I did a Return of the PO Receipt (essentially nullifying the POR).  This Return actually created a second POR which reversed the first one, so all items on the PO are back to “un-receipted”. I want to correct the Vendor on the PO but since there is a link to to the “received” POR and the “returned” POR, the system won’t let me change the Vendor.  I get an error message saying - “You cannot change the vendor for this purchase order because it has purchased receipts linked.”Is there a way to remove the link to these two PORs to the PO?

Hello Community, I had an import scenario created for the row set form previously that worked fine but there looks to have been updates sometime in 2024 R2 that changed the import scenarios target object fields and actions. Specifically, in regard to the data source column. It does fully import but not setting the fields inside the data source where I am attempting to update the “Account Class”. Before version that did work:New version attempt:Again, both versions import, but only the first one sets the account class appropriately. Any help would be appreciated! Attached is the one from version 2024 R2 24.206.0014 I am attempting to get to work.Thanks,Adam

Please kindly advise how can set up Tax type from VAT-to-VAT INPUT and GL Account Mapping has 2 Types to only Tax Claimable Account Requirement in System.Thanks for help and supporting. 

I would like to pass the value in a dashboard parameter to a generic Inquiry parameter using the Link Widget.Can this be done? If so, what is the proper syntax?I have tried the following:GIParameter = DashboardParameter results in the GI parameter populated with the string DashboardParameter not the value of the DashboardParameter.GIParameter = [DashboardParameter] results in the GI parameter populated with the string [DashboardParameter] not the value of the DashboardParameter.GIParameter = @DashboardParameter results in the GI parameter populated with the string @DashboardParameter not the value of the DashboardParameter. 

Very simple Request, adding the GL Account and Subaccount to the Details Section for the Bills and Adjustments when accessing through Approvals.Here is my attempt to add both ID and Description: “Account” and “Subaccount” are the only ones added and it is the Description that’s displayed rather than the ID. Tried a few different things without success. I always get the Description rather than the actual Account Number. Any ideas? 

Urgent, please help!I cannot publish anything, everything just says validation failed with no error message at all. I have published all of these successfully for many months and all of them just give this message. Any ideas? 

Is there a reference list of all the controls and their properties and methods somewhere in acumatica help or somewhere else? I can’t fseem to find one. I’m probably just looking in the wrong place.