Discussion Forums

Hello!I’m creating a service order from a sales order. And to create the service order, I select the require appointment check box for the stock item and to the service. The items entered in the sales order will be shipped from the sales order shipment.But when I create the service order, it shows the stock item line status as require scheduling and ask me to do another item issue when completing the service order as well. But the documents say we are only requiring shipping the items which are newly added to the appointment.If there’s any step or information I have missed? Best Regards Amanda

Why don't line item notes appear when I print the Service Appointment? We would like the Service Tech to be able to see the line item notes. We also would like somewhere in the Appointment to capture all the service Tech notes about the service provided. The Notes on the mobile app print at the bottom of the Invoice, but there aren’t enough lines for the full descripton of the work. Where do others capture this info?

Hello fellow Acumatica users.  Do you know if it’s possible to enter an AP Bill to a Service Order without using a Purchase Order? Thanks!

Hi Team,I am working with 23R2 (Build 23.209.0023) Shopify connector. I have a custom table and a custom screen. I want to create a new Entity similar to the Stock Item and sync the data from custom table to Shopify as stock items. I tried to create a new graph using SPProductProcessor but getting error while inheriting from this class. Then I used ProductProcessorBase, using which I am able to get the data in Sync History but during sync objects are getting null and further processes are failing.Can anyone suggest the best possible way to achieve it.Thank you in advance !

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 How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. 

Had a question come up recently and not sure how to answer.  Has anyone had this issue before? In using the AP Document Recognition, we have experienced Acumatica bypassing the needed invoice on page 1 and instead grabbing header data from page 2 of the pdf document which is usually a supporting sub-invoice to the actual invoice that should be addressed on page 1. This does not seem to improve with machine learning after several invoices from the same vendor. We are using version Acumatica 23.111.0019. Have your customers reported this and do you know if it has been improved in subsequent Acumatica versions.

I’m trying to make certain acvtivities billable in the Employee Time Acvtivites screen.My import scenario is throwing the error that the employee is not found.   Any advice would be welcome

I added 3 custom fields in a tenant. A snapshot from another tenant was then restored. The package is no longer available, but the 3 fields still show on the screen. I need to get rid of them. I tried hiding in access rights, but they are not visible there. See fields on screen: I started a new customization package for the screen to see if the custom fields are there. I see them, but they’re not in the column shown above, nor any column. How do I remove them from the screen at this point?  

If you’re like me, you don’t enjoy typing out long BQL queries, or writing all the boiler plate code for a new DAC, with all its properties, abstract classes, and attributes.Here’s a little tip I’ve discovered to save me a lot of time there.This is one of the very positive uses for ChatGPT, and writing boiler plate code is something it is quite good at, if you use a GPT that has been trained specifically for Acumatica. This is NOT a sales pitch, but on the GPT store, you can get the Acumatica Developer Assistant GPT (by Evan Trowbridge). The usage is throttled, but you can still use it a few times per hour for free. It is substantially more accurate than regular ChatGPT. A simple prompt with a few instructions can get you most of the code for a DAC in a few seconds. You’ll still need to make some

Hey everybody,Is there a possibility to import the description of stock items via Excel with line breaks? It seems that the import scenario doesn’t take the line breaks from excel into account… Any help is greatly appreciated! :) 

On the shipment/packages Does anyone know if you can automate the “ADD SO SHIP LINES” to pack all the contents automatically?  For example if i only have one item, cut out the steps to add them.  Have it automatically pack the items.  

Hi, is there anyone that has had success bringing in check numbers from a corporate checking account into Acumatica bank feeds (via MX or Plaid)? Our current bank feed with current bank only shows the word “check” with no actual check numbers. Also have a number of corporate credit cards who will no longer be supported via MX or Plaid through my bank Curious which banks anyone has successfully accomplished this functionality (JP Morgan, Bank of America, Truist, etc)

There are three tenants in our Acumatica Instance. For the purpose of creating a SQL view, we used the below DB Script.create or alter view ardiscountView asselect ROW_NUMBER() OVER(ORDER BY Usrdiscountcoden ASC) row,RefNbr,TranType type,Usrdiscountcoden discount,sum(CuryDiscAmt) amount from artran where Usrdiscountcoden is not nulland CompanyID=2group by RefNbr,TranType,UsrdiscountcodenBut in here we had to hardcode the CompanyID. But we want dynamically pick the CompanyID depending on the current tenant. If you can provide a way to perform this it id highly appreciated.  

There is a known issue with the Salesforce Integration if you’re on Hyperforce. Our Salesforce migrated to Hyperforce in February before the known issue was reported.Our sync has not been working since February. Is there any chance this is still getting addressed? 

ACH payments are our primary means of remittance.  Our ACH payments are accompanied by an emailed Remittance Advice (triggered by a Business Event).  This has worked without issue for the two years we have been on Acumatica.  For the same amount of time we have been trying to get Acumatica to email a Remittance Advice when making an ACH payment for a Prepayment (out of Purchase Order). At first we tried making Active a stock Business Event, “Email Vendor ACH Prepay Advice,” which did not work.  We have subsequently tried numerous modifications.  Requests for Vendor Prepayments are fairly infrequent.  Sometimes weeks pass between a failed attempt, a modification and the occasion to try again. At any rate, here is what has most recently failed: Anyone have the magic combination to cause Acumatica to email a Remit

I have 2 tenants in one Acumatica instance, one is for testing and the other one is the live tenant.When I publish a Customization Project in test Tenant I can see the same changes in Live tenant as well.I don’t want this to happen. Is there something that I have to anything specific to handle this?Can anyone advise me on the best practices of publishing customization projects?Thank you.

Question, we have a client that requires the need to bill different customers to one construction project ID? Is this possible? I don’t think so but wanted to check? Also, can change orders be imported into projects? Please let me know. If multiple customers cannot be linked to one project any suggestions? 

Has anyone used One Drive to store their Acumatica Attachments / Uploads / Images?If not, which one are you using? 

I've just moved to a company and they have also just recently implemented Acumatica. I'd like the ability within Acumatica that when a SKU comes to the end of its life and we no longer want to re-order (or the product is no longer available to re-order from the supplier) that we can set it to only sell stock on hand and not generate backorders we are unable to fufil. I can't see an option to do this within the verison of Acumatica we have.Is it possible to do this & if so what is required? Acumatica Cloud ERP 2023 R2Build 23.213.0015 +

I would like to update specific record under processes (Approve Bills for payment) using api endpoint via postman. for example: update the cash account value

Hello,They would like to give their shippers rights to change the “Sched. Shipment” date on the shipping tab of the sales orders screen.  But that is all.  Everything else is locked. This seems like a big undertaking, and I fear they will get to the end and find some fields are unavailable for locking in the access rights by role screen. Anyone else done anything like this successfully? Setting the upper level Sales Orders screen to view only and setting this specific field as “EDIT” did not work because of the higher level setting of “View Only” on the screen itself.

Hi,I have a requirement in Acumatica to retrieve the system time when a user saves a form for the first time. I need to use this system time to perform a calculation and update a field value on the same form. Is there a method to get the system time in Acumatica? If so, could you please provide detailed steps or guidelines on how to achieve this?Thank you in advance for your assistance!

We are transitioning to paperless picking and require a method to print labels for stock items, using information derived from the scanned lot number of the SKU attributes. Does anyone have suggestions on how to implement this? Thank you!    

How do I add an active notification source to resolve the error shown below? This error occurs when trying to SEND a Sales Quote from the CRM.  

As a legacy of a prior configuration our instance has 1,000,000’s of customers which were used one time, and now sit there slowing down the system.If we set these to inactive should we expect a speed/performance benefit around the sales order/AR screens that reference customer? Currently it takes an eternity to load/search for customers