Discussion Forums

Hello All,I have a client that has two companies in one tenant with a fiscal calendar and the other on a calendar year. I can’t figure out how to use the other both calendars in fixed assets. Can it be done? Thanks

Has anyone had any success with the Import Filtering on the customer entity of the Shopify connector? We want to set up where customers will import and update in Acumatica if they are newly created in Shopify, but after initial import, will not update in the future.No matter what field I attempt to filter by in the Import Filtering section of the Entities screen, it will always show up to process. I have even done some testing in which I typed the exact email into the value box to see if it will filter that out, but it still will show up to process. Is this just a broken process or am I doing something wrong?I know you can do this for sales orders at least to some extent as shown in the post below, but I can’t seem to do it with any fields on the customers entity. 

Hello there we have a customer who intended to pay for invoices A+B+C+D+E+F...a total of ‘say’ USD50,000. However they made a mistake and paid for eg 45000.00. I want to see the invoices above as paid and a separate entry for the 5K not paid ...not allocated just sitting on the statement until they put it right. I have tried a few options but am not able to get this situation echoed on Acumatica. Obviously I want the bank entry correct so that I can do a reconciliation but I don’t want to part pay a particular invoice as this was not the actual scenario. I thought maybe I should raise a credit note !!!! and then re-invoice to take care of this but it seems very clumsy to do this. Best Regards Malinda

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It’s possible that this is something fixed in later versions (we’re 23R1 currently).  When I’m in Payments and Applications, and I add a new line and select the Invoice type, I can then begin typing in an invoice number and it’ll search as I type.If I choose another type (I’ve tried Credit Memos and Overdue Charges), and begin typing in the reference number for one of those, the search as I type results come back as “No Results Found”.  I can click the magnifying glass and look up from there, or if I know the full number, I can type it in and hit tab and the details fill in.This isn’t a huge problem, but we’re trying to figure out why our lockbox module (from Crestwood) will never auto match overdue charge invoices, and we’re wondering if it may be that Crestwood is doing the same type of lookup (since the module just creates payment records).

Hello all,I have been trying to setup approval maps for various projects that have different project managers. So I want these project managers to approve Invoices.How can I achieve this?

I need to get some SOOrder extension values that I don’t have in my POReceipt.  Is there a way to code this in C# in my POReceiptEntry graph extension?

There’s not a whole lot of information on adding the Add Items dialog/action to other screens. I see that the interface has been generalized to make it easy to implement the functionality across different screens. Just wondering if someone’s implemented it on another screen and has some advice or code they’re willing to share.

Hi All,I have a customer that want to have their statements send to a specific email address. When I send the customer statement it send it to the Account Email? What am I doing wrong?  ThxDries

This is our 3 months on this system so still a lot to learn. We're using internal approval workflows in Acumatica. My question is: is it possible to modify specific document attributes after an initial level of approval has been granted without triggering the entire approval process again?For instance, if a Project quote is approved by a manager, can we update the attributes without requiring re-approval by the manager or subsequent approvers?Additional Information:Acumatica version Acumatica 2023 R2 Build 23.211.0017 Looking at Project quotes attributes and updating the yellow highlighted fields.   Hope my question is making sense and that someone can be able to assist me.

When in a separate window or list, how can I scroll instead of using the Next or Previous pages buttons?

Hi, I have a requirement to create Issues, Receipts and Warehouse Transfers using Import scenarios. How can I right the logic when there are multiple line for a particular Issue or warehouse transfer.Thanks in Advanced.

Hello all,I have been working on Rate tables for Project module and have defined some rates for lets say Project A & Project B for Employee 1 & 2.The rates setup are as :Start Date: 01/01/2024; End Date: 12/31/2024; Rate: 10$; Project ID: Project A & B; Employee ID: 1 Start Date 01/01/2024; End Date: 12/31/2024; Rate: 20$; Project ID: Project B; Employee ID: 2Now I am looking to import new rates for the year 2025. So the scenario would be:Start Date: 01/01/2025; End Date: 12/31/2025; Rate 15$; Project ID: A ; Employee ID: 1 Start Date: 01/01/2025; End Date: 12/31/2025;; Rate: 25$; Project ID: B; Employee ID: 1.Eventually when I am trying to create a new rate code for the 2025 scenario, Acumatica displays an error stating the Rate Code, Project ID & Employee ID has already been used. Now if I go ahead to delete the 2024 Rate Code and try to create for 2025, it doesnt trigger any error. How can I insert both 2024 & 2025 rates with different rate codes? 

Hi,I tried to create an import scenario for the Sales Order Bulk update. Here in the Sales Orders there are some items that price need to be taken from the Sales prices setup system and there are some items that price need to be taken from the Excel. When uploading Sales Orders through the import scenario I tried to write the Logic in the import scenario as =IsNull( [Unit Price],[Transactions.CuryUnitPrice]), But the system does not take the price when creating the Sales Order if the unit price is not avaialble in the excel file. How can I solve this?Thanks in advance. 

I am not sure about configuration of Inventory, and it is Modern Kitchen and had organized categories as below:  Prep Tools & Essentials: Chef's Knife, Small Knife, Bread Knife……., Cutting Board, Cutting Board (Premium)….. Cookware & Bakeware: Stainless Steel Skillet, Stainless Steel Skillet (Premium), Sauté Pan, Small Saucepan….. Cooking Tools & Kitchen Utensils: Spatula, Stirring Spoon, Slotted Spoon, Tongs…….. Appliances: Immersion Blender, Immersion Blender (Premium), Kitchen Scale……. Other Kitchen Essentials: Food Storage Containers, Food Storage Containers (Premium), Aluminum Foil, Parchment PaperHow should I set up about posting, Item Class, Chart of Account, Define Availability Calculation Rules, Inventory, Sales, PO? Do we set up depend on organized categories or each Item of product?Thanks so much for your help and support 

Hi Everyone,We would like to know if there is any way for lines to be “lazy loaded” on Acumatica screens?What do I mean by that? As the definition is:Lazy loading is a technique used in computer programming, especially web design and web development, to defer initialization of an object until it is needed. It can contribute to efficiency in the program's operation if properly and appropriately used. This makes it ideal in use cases where network content is accessed and initialization times are to be kept at a minimum, such as in the case of web pages.So I currently understand that Acumatica uses pagination for everything, this has been a particular pain for users and I do see where they are coming from, especially as we have web platforms that implement infinite scroll where the content is Lazy Loaded as required by the scroll down.We currently have an option implemented on some screens where the pagination has been turned off by a no-code customization, however we were looking for a b

I have a POOrder object which contains both the ShipContactID and ShipAddressID.  How do I obtain POShipContact and POShipAddress using either BQL or PXSelect?

Hello :)I’m trying to override the ReleaseClaimDetails method under the EPReleaseProcess graph using the code below. public delegate List<APRegister> ReleaseClaimDetailsDelegate<TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension>(ExpenseClaimEntry expenseClaimGraph, EPExpenseClaim claim, IEnumerable<EPExpenseClaimDetails> receipts,string receiptGroupPaidWithType, string transactionType)where TGraph : PXGraph, new()where TAPDocument : InvoiceBase, new()where TInvoiceMapping : IBqlMappingwhere TAPDocumentGraphExtension : InvoiceBaseGraphExtension<TGraph, TAPDocument, TInvoiceMapping>;[PXOverride]public List<APRegister> ReleaseClaimDetails<TAPDocument, TInvoiceMapping, TGraph, TAPDocumentGraphExtension>    (ExpenseClaimEntry expenseClaimGraph, EPExpenseClaim claim, IEnumerable<EPExpenseClaimDetails> receipts,    string receiptGroupPaidWithType, string transactionType,    ReleaseClaimDetailsDelegate<TAPDocument, TInvoiceMapping, TGr

When trying to add Data scripts getting an error - Stated -  Error Code - 406 while clicking on OK after adding Scripts 

Hi everyone Is there a way to include configurable components to subcontract shipment?This item we are trying to set up has fixed materials and configurable components. Once partially assembled, all parts are to be shipped to client site for installation by a subcontractor. The fixed components are can set up as subcontract - ship to vendor as outside process. But there is no way to set up the configurable components to subcontract - vendor shipment. Everytime a production order is created with configuration, we have to manually update the configurable materials, for them to be included in vendor shipment and show up the packing list. Is there a better way to do this?Thanks in advance. 

Does anyone know how to build a Generic Inquiry to show the inventory that is currently in process on a production order.  like Storage Details by Location but for inventory that all the operation on the bill of material has been completed yet.   we are new to Acumatica and need this when confirming our on hand inventory counts.   

Can a debit adjustment in AP be applied in any way when the amount owing to the vendor is zero (0)?The credit for the bill in questions has already been settled.

i have a Generic Inquiry that i have been using for a few months now and all of a sudden the Value for the Default Receipt to is showing up as a number.  I also have a problem with my filters using this same field so i think i may be related.  how do i get it to show the actual field value.    thank you in advance.   Below is the Stock Item  and below is a screen shot for the Results Grid.     

Hi There,I’m in Acumatica R2 2023 version and tried to deactivate one of the old cost code which is not applicable anymore. I’m not able to uncheck the active box. Please advise the steps to inactivate a cost code. Thank you.  

I have a couple of questions regarding sales persons that are linked to employees which are linked to a user and how to use this set up conveniently in Acumatica. Basically I want the ability for the logged in user to only have access to the orders and customers which they are the default sales person for. This could be in reports, dashboards, GI screens, etc. @ME does not work as a value in the default sales person field.How can I set up a filter on the sales order screen to view all sales orders with my logged in user as the sales person. I want this filter to automatically default to show the logged in users customers and sales orders without having to set the filter explicitly to that sales person. I’d like the system to detect the salesperson based on the logged in user and reflect this in filters for sales orders. I’ve tried setting Default Sales Person = @ME but that doesn’t work.My Goal is to provide a filter to my sales persons so they can see all of the orders where they are