Discussion Forums

The Acumatica Developer Conference is an annual conference that provides our technical community with the in-depth knowledge & tools required to build great customizations, integrations and even applications, fully utilizing Acumatica’s cloud xRP platform.This year’s event will be held over three (3) days with about four (4) hours of presentations each day. We are organizing the event into three different days, catering to different knowledge areas: Beginners, Intermediates, and Advanced. Our speakers are finalized by our CTO, Mike Shchelkonogov, along with other Acumatica and Technical Community speakers. The agenda and speakers are still a work in progress, and we will provide updates as soon as they are finalized.Learn more and register HERE: https://www.acumatica.com/developer-conference/devcon-2024/

Did anyone else have their Amazon Connector quit working this morning? Mine has been down for about 5 hours. I have tried the steps I know but haven’t been able to restore the connection. I am receiving the errors found at the end of this post. We are on Acumatica 2022R2 Build 22.219.0015What I tried: Tested Connection - Failed Ran Cloud Services Diagnostics (SM205090) - everything was successful Updated to the latest connector version (2023 R2 Update 11 updated to 2023 R2 Update 13) This was the problem last time we had a connection error.  Re-Authorizing Amazon Connection (second screenshot below).I have opened a ticket with my VAR, but was hoping someone here may have a solution as my VAR has been a bit slow to respond lately. 

I am attempting to create a dashboard widget that allows the sales reps in our company to track contacts who have a specific value set into an attribute on those contacts, in this case that value is “Garlic 2024”. when I open the all contacts GI and go to the results field for campaigns and either enter “equals Garlic 2024” or the “Is not empty” options it filters down to the campaign contacts properly but when I attempt to setup a filter in the dashboard widget using the same options it returns no results as though it is filtering out everything. is there something broken or am I doing this wrong?I included as many screenshots showing my settings as I could think of to help show what I am seeing here.

Upgrading a customization project from 23R1 to 24R1 I’m getting the following error:PrimaryKeyOf<MyDAC> does not contain a definition for BaseByHere’s the line of code.PrimaryKeyOf<MyDAC>.BaseBy<MyDAC.field1, Config>.FindBy(graph, field1);Is there a different namespace needed or has the BaseBy been removed. ThanksScott

How can I add the Remit to address to a Vendors GI? The account address is already used in the GI and is from the same table and is the same data field as the Remit to Address. The address being pulled for the GI is always the account address and is unable to also pull the remit to address. Has anyone ever tried doing this before? 

We have a client who is a “construction” company which also does manufacturing.  Since the materials they purchase ulitmately is applied to a project, they are required to pay sales taxes on their raw materials. Ideally, we’d like the PO and AP bill to calculate the sales taxes on the purchased goods (configured for Sales Tax Input), but would like the system to treat the sales tax as a landed cost to increase the value of the inventory.It seems like there are two mutually exclusive paths here:Configure the system to calculate the expected sales taxes on the PO and AP Bill by assigning tax categories to the stock items, tax zones to the vendor locations, and setting up the Sales Tax Rates with an input line. Do not configure the system to calculate the expected sales taxes, but rather enter the vendor’s taxes as a Landed Cost Accrual transaction to adjust the value of the received inventory, then add the LC accrual to the vendor’s invoice.  I

Could someone please advise how to update the default Vendor GL information in the location table?I have 650 records that need updating!Thank you.

Is it possible to install the outlook add-in for a shared mailbox? I have it installed for my inbox, but it’s much more useful if I can access from the shared mailbox. When I click the inbox for the shared mailbox, the add-in disappears from the ribbon. 

Good day,I am setting up individual user emails (2023R2).  Tested the email and it worked.  However, when sent an email outside the system; the Name of the sender was correct but it was sent from the default user email address. See sampleEvan G<noemail@none.com.  Evan G is the name of the person sending the email. and the address is for another user. We are using Office 365 emails.However, when the user sends it someone inside the company the right email address is used. Is this a setting issue?  Or changes needed to preferences?  I have not sure how to start to tackle to make sure the user name sends from the correct email address.Thank you@Evan G   

Hi!  I just took over AR and can’t seem to find an “easy” Excel report for my AR Aging.The ones I have pulled don’t have the Vendor Name on the same line as the invoice detail.  Does anyone have an easy solution?Thank you so much!

I am attempting to harden the IIS server for Acumatica. I’m following the CIS recommendation for this and similar instructions can be found here:https://www.tenable.com/audits/items/CIS_v1.8_MS_IIS_7_Level_1.audit:ecdf68afefe076d64ba1c06ce00fd629Upon doing this, I run into a problem within Acumatica, which is easily repeatable from the Sales Order screen. All records can be viewed with no problem, but going one layer deeper by attempting to open a specific sales order will result in a pop up error stating that “There was an error in the callback”. This occurs after editing the 64-bit version of the machine.config file.Doing some general searching on this, I cannot find anything that states that attempting to set this element to true will cause issues for Acumatica. Setting it to the default val

Hi,  We are looking at the Replenishment reporting.  We need to plan for future orders, our lead times can sometimes take longer than 3 months to get a stock in. What we need is to be able to plan future requirements.Example:  We have 1 item in stock and 2 on order and there are 3 SO in the system 2 as back order but not showing up on the Replenishment section. So, in effect by the time, we receive the PO we are already out of stock.  So, we would like to be able to review everything in one place to plan future orders to ensure that we have SOH. Our Items are high value, so we don’t hold too many items at the same time.Is there another area of the system that we could extract this information without going through individual Stock items (Inventory Summary isn’t sufficient for our needs and SOH inquiry) Thank you in advance.

My company charges actual freight to our customers.  We collect payment for the product when the sales order is entered.  Freight is added before shipment is confirmed.  When the invoice is released a payment is created to cover freight.I get another process has updated the ‘ARRegister’ record.  Your changes will be lost error.  The following code does create the payment, but the payment staying in Pending Process status and the Invoice is not released.  I would like to be able to release the payment and the invoice.  Is there a way to do this?if (pay.PaymentMethodID == "TXCRCARD"){    if (doc.CuryUnpaidBalance > 0)    {        var invoice = Base.Document.Current;        var createPaymentDialog = Base.GetExtension<CreatePaymentExt>();        SOQuickPayment dialogInfo = new SOQuickPayment        {            CuryOrigDocAmt = balance,            PaymentMethodID = "TXCRCARD",            ExtRefNbr

Hi Team,Is there any report which can be used as GST return and schedules within Acumatica? One of our client’s need to get the GST returns and the relevant formats from Acumatica. Is is possible? Where to get? Thank You Yashodha

Hi,I am trying to export the formula which has 2 revisions created.When I perform prepare action on export by scenario it fetches records multiple time for both the revision.Is there any solution for not getting duplicate record on export scenario.See the attached screenshot for more clarification on issue: - 

I have create Process screen  I want to insert records in PXFilterProcessing view. But not able to insert records  

Hi I need to populate the value of the shipping terms field in the Customers screen into the sales order header in a custom field. How can I achieve this? This is my code so far.[PXDBString(100)][PXDefault(typeof(Search<Location.cShipTermsID, Where<Location.bAccountID, Equal<Current<SOOrder.bAccountID>>, And<Location.locationID, Equal<Current<SOOrder.shipToLocationID>>>>), PersistingCheck = PXPersistingCheck.Nothing)][PXUIField(DisplayName="INCOTERMS")]Please let me know if I’m implementing the right way, thank you!

Hi All,This may be something I am just missing or having a moment, but when I am trying to show an Account on a Balance Sheet and I put just Description, it is still giving me the Code. Does anyone have a way to get the code off the reporting, I want to show only the description? 

Trying to sync Sales Orders coming from Shopify and it has that error.I also tried for Customers created from Shopify. 

I think I’m not understanding the logic of the Process Invoices and Memos screen (SO505000) First - From the wiki, the only prerequisites mentioned for using this screen are:Email Invoice: Sends the selected invoices via email. The document selected for processing will be emailed only if the following conditions are met: This document has not been emailed before (the Emailed check box is cleared on the Invoices form). The customer account has the Send Invoices by Email check box selected. The Credit Hold check box is not selected for this document.  However - we are seeing that only invoices in a Balance

Hello,I’ve not encountered this before.  Take a full snapshot of a tenant that does not contain the UOM “Bottles”.Restore the snapshot into a newly created test tenant.The Units of measure screen in the new tenant has “Bottles” (and a few more that do not exist in the source tenant.I have no idea where these UOMs could be coming from in the new tenant.

Hello all,I have been looking out for ways to find out the list of the transactions/master data where a specific subaccount has been used. How can I get the list?Any suggestions?Thanks.

I am creating forecasts for our revenue budgets by period. I would like a way to create a dashboard where you could see the project forecast visualized by period (i.e. by month).Has anyone visualized a project forecast within a dashboard?Thanks!​

Hi , One of our clients wants to integrate Acumatica with Sales Force, could you please help me with the steps to follow to sync both

I think I need to create a new column set but don’t know how to set up the formula so that in one single report I can view an actual vs budget. Also, not sure if I am able to do this in the ARM reports?