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By default, in Shopify, there is a boolean flag to mark if the item is taxable or not as shown below screenshot.This can be updated using the substitution list called SPCTAXCLASSES as shown below. All of the above is done by default. Nothing to do from user's perspective. For customers who are enrolled in the Shopify Plus plan, they could export the actual Tax Categories from Acumatica to Shopify products as there is a field called Tax Code in Shopify for plus customers. Please follow the below entities mapping to do that.  Result: Stock Item in Acumatica.   Product in Shopify after entities mapping export:  

Related to this postI am working on setting the attributes on a service order when creating a service order from an opportunity by pulling what is set on the opportunity. I have gotten it to set the value and work as long as you click “Create and Review”, and then save. The problem is when you click create, the cache is lost and the value does not save. I then tried adding the Persist action to my code, but was getting the error that the attribute value cannot be empty. There was very clearly a value being set because I didn’t modify any other code.I came to find out that if the attribute is required, it can’t save, but if the attribute is not required, it can save and the code works fine. It seems like, it is pulling the default value set for the attribute under the service order type, then saving, then getting my value and saving on top of that because if I set it required with a default value specified, it also works. When it is required and no default value set, it tries to save a

We have a client who wants to integrate Hubspot with Acumatica. Below is the Use Case that they provided. There seems to be many ways to do the integration - could anyone help with advising on the best approach given this use case?Based on our growth strategy, the team would like to be able to: Use Acumatica and HubSpot to analyze historical data and segment dormant customers based on purchase frequency, product preferences, and industry type. Design personalized re-engagement campaigns offering exclusive promotions or solutions tailored to past challenges or orders (e.g., supply shortages). Integrate AI-driven tools to flag high-priority customers for outreach based on order patterns, high-demand products, or potential churn risks. Here is some basic information about what we need for the Acumatica to HubSpot Integration. We need this for analysis, reporting and trigger based automation. Some examples:Create a task for a sales rep when the time between orders exceed XX days (we will c

We have discovered a rather significant error caused by recent changes in Acumatica related to appointments managed in the mobile app. This is now affecting nearly all of our clients. Apparently Acumatica has made a change in how the signature function works on appointments, triggering a background process that takes the signature image and applies it to a PDF copy of the appointment summery. Previously when the technician would have a customer sign an appointment, Acumatica would simply attach an image of the signature to the appointment. Now Acumatica takes that signature and generates a PDF copy of the appointment summery, then deletes the signature image file. This sounds great, because people would rather be able to see the signature applied to the document rather than just sitting there as an image file. The problem is that Acumatica’s process of creating a PDF with the applied signature, attaching it to the appointment, and then deleting the image file causes the appointment in

We would like to have our attribute that is listed on the opportunity to transfer over to the service order when it is converted. It is the exact same attribute defined for both the service order and the opportunity and it should transfer over. I have done some digging on here and have found this to override the CreateSrvOrdDocument action and then found this solution by @Vignesh Ponnusamy to update attributes if they are User-Defined fields. I can get that to work great, it’s just that our attribute is listed under the attributes tab instead. I then modified the code to see if I could access those attribute values. I have used the below codeusing PX.Data;using PX.Objects.CS;using PX.Objects.FS;using System.Collections.Generic;namespace PX.Objects.CR{ public class DialogBoxSOApptCreation_Ext : PXGraphExtension<SM_OpportunityMaint_DBox, SM_OpportunityMaint, OpportunityMaint> { public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.serviceManageme

Hi everyone,I wanted to take a moment and share some updates to the MVP program: Streamlining the Acumatica MVP Programs In the dynamic world of Acumatica, we have always valued the myriad talents that fuel our ecosystem. Over time, we've celebrated these contributions through two MVP programs: one for our skilled developers crafting custom solutions and another for the versatile professionals in roles like consulting, sales, and implementation. However, as we keep growing and adapting, it’s become clear that a more unified approach can better serve our community. So, we're excited to announce that we’re combining our two MVP programs into one. Why This Change? Unified Recognition: By merging into one program, we're acknowledging the diverse range of expertise within our community. Everyone, whether a developer, consultant, or sales expert, plays a pivotal role in Acumatica's progress, and this shift allows for more holistic recognition. Increased Networking Opportunities: A single MVP

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Hi All !For some project we don’t need to have a proforma invoice for our T&M billing. In this case the PM create directly a AR invoice.But we face a problem, in case we have one or more row to writeoff, how to writeoff them easilly(writeoff and hide it for the customer)?  If we delete the row, it become unbilled and will be recalled at the next invoice.When we want to have a reminder it’s fine , but if we want to completly remove the row it doesn't do the job.Thanks 

Is it possible to display weight data from a USB scale directly in the shipment package tab without having the warehouse management module for Acumatica?  We see the scale in device hub but cannot get it to write the weight into the weight field on the shipment confirmation.  

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We have a Chart of Account group, 5299, that has an Account Group specified (E), on the Chart of Accounts screen. If I create a Project Transaction that Debits a Debit Account (5006), CREDITS 5299, then release, it will get posted to Journal Transactions like this -  It’s just debiting and crediting the same project, which is incorrect. Once I remove the Account Group from the 5299 Chart of Account group, it releases like this (which is what we want) -This is properly debiting the project then crediting our 5299 account. I’m trying to understand why the difference here and what value the Account Group on Chart of Accounts provides in this scenario. Both Project Transactions were setup with the same information as a test, only difference was removing the Account Group from the Chart of Account 5299 in between both tests - 

Our company is testing MRP and I am confused as to why the “Qty On Hand” for this item says 0 on the “Inventory Planning Results by Item” form. Under “Warehouse” there is a “Qty on Hand” field that says 0. According to ACU this what calculates Qty on Hand on this page: Below is the inventory summary of this item with location shown and it clearly shows 3 on hand in that location: Below shows that this location is checked for “Inventory Planning” there is no “MRP check box” as per the above definition but I find that ACU uses “Inventory Planning” and “MRP” interchangeably.So why is “Qty On Hand” 0?? There is no allocated inventory and I have recalculated inventory for that item as well.Thanks :D

Hi, We have report called inventory edit details, which has different parameter. For one of the parameter field in the zoom screen we want to hide a column from the users, can anyone suggest is it feasible or not and how can we achieve this?Refer the below screenshot where highlighted column needs to be hide from the users.  

Payroll AA-2024 (this was the exception so that 2024 would only have 26 pay periods) was supposed to have posted 1/1/2025, but I posted 12/31/2024. I did not realize the problems that would be created.W-2s are going to report pre-taxed contributions that reduced the federal taxable wages and may cause over-the-limit contributions to HSA accounts and 457 deferred comp plan. Is there a way to change the posting date?Should I delete the 12/31/2024 payroll and re-run on 01/01/2025 (major hassle)? Please help!Denise

Hello all,I am trying to create a new employee but when I try to save it, triggers the below error:How to resolve this?

I always have this problem when I am login to system. How can I do for this error? Thanks

Hi Team, We are working with 24R2 (Build version) and created a custom processing screen to create Sales Order but during processing we are getting an error like: 'Another process has updated the 'SOContact' record. Your changes will be lost'. But the same is working in previous build (Build version) On further verification we identified the issue occurs while updating Sales Order Contact and on executing Save action getting another process error, without this code block order created successfully. Please find the below sample code for your verification and review: public static void SetBillingContact(SOOrderEntry graph, ItemResult OrderDetails)        {            graph.Billing_Contact.Current = (SOBillingContact)graph.Billing_Contact.Select();            if (graph.Billing_Contact.Current != null && OrderDetails != null && OrderDetails.BillingAddress != null)            {                graph.Billing_Contact.Current.OverrideContact = true;                graph.Billing_

I don't know why when I had confirmed create Shipment but it had error. 

Please kindly help me and how can I fix this process? I can't use Create Receipt and create shipment 

I am trying to get a custom field (Absolute Variance Quantity in INPIDetail/INPIDetailExt) to get summed up and have that amount sent to a custom header (Total Absolute Variance Quantity in INPIHeader/INPIHeaderExt). The population of Absolute Variance Quantity works just fine, I’m just stumped by the process of having it update Total Absolute Variance Quantity.Here is my code so far:And as text:public class INPIReviewExtension2 : INPIHeader  {    //PXGraphExtension<PX.Objects.IN.INPIReview>,    [PXFilterable]    [PXImport(typeof(INPIHeader))]    public      SelectFrom<INPIDetail>.      LeftJoin<InventoryItem>.On<INPIDetail.FK.InventoryItem>.      LeftJoin<INSubItem>.On<INPIDetail.FK.SubItem>.      Where<        INPIDetail.pIID.IsEqual<INPIHeader.pIID.AsOptional>.        And<          INPIDetail.inventoryID.IsNull.          Or<InventoryItem.inventoryID.IsNotNull>>>.      OrderBy<INPIDetail.lineNbr.Asc>.      View PIDetai

My clients frequently request an ability to show Paid to date values for a specific project (AP and PR), and dollar received on a job (AR) cash entries are not job costed in the current iteration of the system.  What workarounds do other partners utilize to satisfy client requests for paid to date values on a project?

I am looking for an AP report that would show a summary of all payments made to subcontractors for the year, to assist in my annual insurance audits. Is there a way I can sort or filter the vendor transaction history report by vendor class, to show only subcontractors?

We are using sales orders to process sales.  The sales come by Shopify, API (woo commerce) and manual.  Creating sales orders works great!Where we struggle is returns/order changes.  Our most common situation removing an item from the sales order that is not in-stock followed by partial credits.  Currently:Step 1: We go into the sales order and remove the item that is not in-stock.  Then we add a non-stock item to the order for exact same amount.  Create the shipment, ship it and invoice the order.  The reason we add a non-stock item is the order comes in with a payment.  If we don’t close the order for the exact amount the payment remains open with balance.  Step 2: Since it was paid order we credit the customers credit card on Woo Commerce or Shopify.  Then we go into ACU create a return order using the non-stock item with amount of the item removed and any tax.  Then we create a refund payment in ACU, attach the payment to the refund order, lastly invoice.Situation 2:  As a customer

Hello.  I execute a simple BQL query.SOOrderType orderType = SelectFrom<SOOrderType>    .Where<SOOrderType.orderType.IsEqual<@P.AsString>>.View.Select(Base, tran.SOOrderType);I verified the BQL parameter returns “SO”However the results of the BQL is null.  I verified that only 1 version of SO order type exists.  I’m unsure why this happens.