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P
Freshman I
PatriciaBatistiFreshman I
asked in Everything Else
Overdue Invoices notification - Business Event

Anyone knows if I can set up a business event to send a notification with a report attached to it? I would like to send overdue invoices to customers. Thanks 

4146
M
Freshman I
H
Semi-Pro II
HarrySemi-Pro II
asked in Import and Export Scenarios
Non Stock item import error

Hello All,I have been trying to import non-stock item but getting the following error:  

1543
H
Semi-Pro II
B
Freshman II
BobbySandhuFreshman II
asked in Develop Customizations
Looking for Partners/Developers who have experience heavily Customizing the Services and Projects Module

Hi Everyone My firm and I are in search of partner(s) who have experience with heavy customizations to the Services and Projects modules as well as the mobile application; Related to workflows, records, additional tabs and fields, and appointments functionality.We will soon be implementing Acumatica for a client and will need specific support from a Systems Analyst/Engineer. (Again, someone who preferable has experience with customizations related to Services, Appointments, and Projects and the mobile app)Look forward to connecting! Regards, Bobby. 

1002
L
Freshman I
A
ahigby26
asked in Reports and Generic Inquires
Screen ID's and common names

Our company is in the process of converting over from Macola 10 to Acumatica. We have about fifteen  Crystal Reports that were modified for our companies needs. Moving forward with our conversion I will at some point have to modifiy some of the reports that Acumatica has to meet our companies needs. I would like to know where I can go to find what the screen ID’s are their associated forms. For example, SO641010.rpx (I know SO is for Sales Order) is associated with Order Type, but that is as far as I was able to get. Also, some of the reports/forms have SO641010.ca.rpx. What does the ca indicate?

12365
jo70
Freshman II
T
Freshman I
TonyFreshman I
asked in Reports and Generic Inquires
Trying to add text to stock email template, while it saves, it isn't showing up when I go to email it out.

I am trying to use stock email notification templates, in this case one is the InvoiceNotification, All I am wanting to do is add our email and direct phone number in the text. Just adding on to the current sentence that they have in the stock. It saves fine but when i go through the invoice - print - send, it doesn’t come through there for some reason. i have made sure that i am adjusting the correct template that is being called and all the dots seem to be connected to call this but it just won’t show the new wording. what am i missing? seems like it would be some quick setting but i can’t find it. Any help would be greatly appreciated. Thank you.

5585
Chris Hackett
Community Manager
K
Freshman I
kelsy
asked in Financials
How to use AP Document Recognition for Cash Purchases

Hello, We use the AP document recognition for AP Bills and it works great.Is it also possible to use this feature for cash purchases (i.e. expenses already paid)? Or this only available for unpaid bills? 

871
Laura02
Captain II
B
Freshman II
bethgrant20Freshman II
asked in Distribution
How to set up sales tax for Clothing in New York State

I am struggling with setting up a client selling clothing in New York state and using native Acumatica tax for the Sales taxThe issue is clothing items in New York state are exempt from NY state sales tax for items under $110.  Clothing is then subject to a country clothing surtax (which can be different than the county tax) and several counties waive the tax under $110.My issue is when a sale is for example 200 tee shirts at $10.  I can only assign a tax category to the inventory item.  I have set up Tax ids for NYExempt and then each county/clothing tax.  The tax ids are set up as exclusive line level.  I have set up tax zones by county/cloth and assigned the specific county/cloth and NYexempt tax id to it.When I invoice the 200 tee shirts, it only exempts $109 as it looks at the line item as a whole due to tax category being assigned instead of tax id.Also, when I have multiple lines for clothing, it is treating it as document exclusive and only exempting 109 instead of the lines by

2142
bryanb39
Pro II
T
Freshman I
tdunewoodFreshman I
asked in Financials
Purchase Order reciept

So here is the dilemma, currently if a Purchase  Order Receipt is returned in the system and the PO is closed, why would a Return Purchase Order Receipt still be available to apply to an invoice.   Is there currently a way in Acumatica to remove this POR so it does populate when you click on Add Purchase Order receipt so it is not attached to an invoice?  Or is their a better way we should be handling this process?  It does give an error message when applied but it still allows AP to release it.

1931
meganfriesen37
Captain II
S
Freshman II
shawnbeachyFreshman II
asked in Develop Integrations with Web Services | APIs
ODataV4 $expand returns 404

I’m attempting to use the $expand parameter in an OData v4 query. However, anything that I put in the $expand just causes the server to return 404. For example, I can get a PO with POOrder(OrderType='RO',OrderNbr='12345'). And it returns the POLineCollection property, already expanded. But if I explicitly request ?$expand=POLineCollection, I just get a 404. What’s strange to me is that if I set ?$expand= it does not expand the POLineCollection property. So it is definitely reading the $expand parameter.I’ve tried expanding multiple navigation properties, using their names defined in the OData metadata XML. None of them work. I’ve even tried copy-pasting the examples from Exact Session Title (acumatica.com) as well as the URL provided in the answer to this topic, with the same result: 404. I have no idea what I’m doing wrong here.For reference, here’s my full URL: https://myinstance.com/ODatav4/My Tenant Id/POOrder(OrderType='RO',OrderNbr='12345')?$expand=POLineCollection

1462
Chris Hackett
Community Manager
dpruckus
Freshman I
dpruckusFreshman I
asked in Develop Customizations
Email tracking - replies back to ERP

Hello. I know there was an option to configure AC to accept the incoming emails to be routed back to the sender by email tracing. Lets say I send out a PO to the vendor from AC which has generic email address set (erp@ac.com), they reply to that email, and that email is being routed to me. They never see user`s email address, just the one that is set for ERP. I cant seem to locate the settings for this option.

1841
meganfriesen37
Captain II
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Ask a Question, Get an Answer - February 19 - February 23, 2024 - Need extra help this week!

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 Summit 2024 Breakout PresentationsSummit 2024 RecapThank you for your interest and participation in the Acumatica 2024 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/ Hot Tips, Known Issues and BlogsKnown issue: If the Salesforce integration could not connect to Salesforce to subscribe for notifications about changes, the system generated a large number of TCP/IP connections that kept trying to subscribe and could result in site restartKnown issue: In rare cases, when sales orders were imported from a Shopify store, the system could retu

740
Chris Hackett
Community Manager
K
Semi-Pro II
kokjietanSemi-Pro II
asked in Reports and Generic Inquires
Tabular report empty detail sections

Hi,I am currently trying to create an Inventory movement report with financial periods as the columns using a tabular report. So far it looks good, but items introduced in a later period do not show in the details section. Any ideas? Ideally you’d have all the inventory IDs with movements on the left, then the respective movements in the tabular section of the report.Report preview There is a valid join for one period (0623), and theitem shows when the report is run from 0623 onwardsJoinsReport Designer 

502
Chris Hackett
Community Manager
Joe Schmucker
Captain II
Joe SchmuckerCaptain II
asked in Community site discussions
Need help with a PXSelector - Foreign Key reference cannot be created

I have a DAC on my SO Shipping graph extension.  My goal is to adapt this working selector to only show records that are related to a SOShipment that is of status Hold or Open and the SOShipLineSplit.inventoryID is equal to the inventory ID in the filter.The following selector (the one not commented out) is throwing an error at runtime.#region FromLotSerialNbr[PXString(200, IsUnicode = true)][PXUIField(DisplayName = "To Serial Number")][PXSelector(typeof(SelectFrom<SOShipLineSplit> .Where<SOShipLineSplit.lotSerialNbr.IsNotLike<Empty> .And<SOShipLineSplit.inventoryID.IsEqual<SwapFilter.inventoryID.FromCurrent>>>), typeof(SOShipLineSplit.shipmentNbr), typeof(SOShipLineSplit.lotSerialNbr))]//[PXSelector(typeof(SelectFrom<SOShipLineSplit>// .InnerJoin<SOShipment>.On<SOShipment.shipmentNbr.IsEqual<SOShipLineSplit.shipmentNbr>>// .Where<SOShipLineSplit.lotSerialNbr.IsNotLike<Empty>// .And<SOShipLineSplit.inventoryID.IsEqual

1084
darylbowman
Captain II
T
Semi-Pro I
tahayabaliSemi-Pro I
asked in Financials
Invoices

Hi All, Can any one please guide me on this I want to send invoice on email directly to customer POS system PetroSoft. Is there anyway to do this? my client asked me to do this and this is super urgent task. Please help thanks.

15712
darylbowman
Captain II
J
Freshman II
jmcarlsonFreshman II
asked in Construction
Run Project Billing Error

We keep getting the below error while trying to Run Project Billing.  We clearly have pending invoice amounts entered.  We just updated to a recent version of Acumatica last night, so I’m wondering if that could affect this? This does not happen on all jobs though.  

2613
Heidi Dempsey
Community Manager
M
Freshman I
mthaoFreshman I
asked in Reports and Generic Inquires
Unapplied AR Payment Report

Hi, I am looking for a report that will pull all customers that have unapplied payments. Is there such a report or I will need to create one? How do I create one? Thanks!

1103
Laura02
Captain II
S
Jr Varsity III
sspencerJr Varsity III
asked in Low Code | No Code Customizations or Integrations
Modifying Sales Order Header

I have created a user defined field.I want the user defined field to appear under Description on the Sales Order Header.When i added the User Defined attribute it appears on the “User Defined Fields” Tab.  I find this unneeded.How do i modify the header to put this UDF on the header.  

1494
TimRodman
Pro I
D
Freshman I
dkirkFreshman I
asked in Reports and Generic Inquires
How to automate scheduled email for custom Generic Inquiry

I have a custom Generic Inquiry that I need emailed weekly to each salesperson. The GI needs to be filtered by salesperson and emailed this report weekly to that salesperson.

2334
T
Semi-Pro I
R
Pro III
raphrfPro III
asked in Develop Customizations
API Appointment creation - Attibutes

Hi,We attempt to create an appointment with the PUT(creation of record), it work correctcly.      But, when we try to set Attribute, we don’t receive any error, and the attribute don’t seem writed in the record.We doubt that we need to do it in two request , could you confirm me that ?1-Create the the record with the correct Service Order Type with a PUT2-Update the record withOr what can be the problem?Thanks

592
R
Pro III
M
Semi-Pro II
michaelhoSemi-Pro II
asked in Reports and Generic Inquires
Customer first order number and date

I’m trying to create a GI that will return a list of customer account numbers along with the date of the first order completed and that corresponding order number. I’ve gotten close, but the GI is returning some incorrect results.Here’s what I have so far - any suggestions for how to get the information I’m looking for is greatly appreciated! Relations Results Grid 

3669
M
Freshman I
dsimmerly
Pro I
dsimmerlyPro I
asked in Reports and Generic Inquires
Customer last invoice inquiry

Does someone have suggestions or sample GI to get a list of customer and the date of their last Invoice ?

971
Manikanta Dhulipudi
Captain II
Freeman Helmuth
Varsity III
Freeman HelmuthVarsity III
asked in Manufacturing
Actual Start Date and Actual End Date on Operations are incorrect

Trying to figure out if this is a bug, a feature or inherent in the design of the manufacturing module:On the Production order’s operations, there are four fields related to start and end dates for the operation:Start Date End Date Actual Start Date Actual End DateThe first two always show the start and end dates of the production order.The other two with the word  “Actual” I would assume would get set as follows:When the first transaction for the operation is performed, the Actual Start Date is set to the date on the transaction When a transaction is performed that completes the qty to produce and sets the operation status to completed, the Actual End Date is set to the date of the transactionIn other words, these fields are logically set on the first and last operations of the production order.However this is not what happens. On a clean install of 2023R2 Update 1, this is the behavior: When a labor transaction is released, regardless of the date on the labor transaction, the Actual

3114
Freeman Helmuth
Varsity III
A
Freshman II
aoberlander58Freshman II
asked in Financials
Has anyone set a custom dashboard as the Portal homescreen for all customers?

I can only see how to set Wiki article as the homescreen, but I was wanting to create an I-Frame in a dashboard to our corporate website. Below I’ve attached screenshots of the Dashboard setup and the Portal Homepage selection  

6896
A
Freshman II
M
Jr Varsity III
michael73Jr Varsity III
asked in Reports and Generic Inquires
SSCC Code128 check digit not working in Report Designer

We are trying to print the SSCC Code 128 (Shipping Serial ID) on a label but the Check Digit function does not work.Is there anything special I need to do? I can’t even put a formula in it so we are blocked form moving forward. I put in a test number, with and without quotes. Some formulas work but anything with certain functions, such as CStr are not accepted. 

330
M
Jr Varsity III
M
Varsity I
mnecaiseVarsity I
asked in Low Code | No Code Customizations or Integrations
Is it possible to change the column width for user defined fields?

I have found under the screen editor where it is possible to change the column width for the pre-defined fields in Acumatica, but is it possible to adjust the column width for user defined fields? The layout properties tab in the screen editor is blank when I click on the UDF column. Thanks! 

1784
M
Varsity I

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