Discussion Forums

I am trying to add a customization but the plus button is grayed out.  I have the Administrator role and access rights to this screen show Administrator has Delete rights, which I believe is the highest level of rights.  Does anybody know why this is grayed out? 

I have a need to create a new table and DAC which will hold some Historical data in Acumatica only for lookup purposes.I have that customization written and published where it creates both the table and the DAC.  No problems at all, and I even have a GI which reads the DAC table.HOWEVER, now I have a need to Import the data into this newly created table.  But when I go to create an Import Scenario for it, after creating a ‘new’ Custom screen as a Grid(View), the Import Scenario errors out saying that “screen does not have the Copy/Paste function” and will not allow me to create the Import Scenario.What do I need to do to make this brand new custom screen have the ability to Import data from an Excel file?Thank you, 

Looking to understand how the release of materials on a production order relates with the production ticket. We are looking to use the production ticket as a picklist in our manufacturing facility, but the production ticket is driven from the Production Detail. The Production Detail only shows locations for items ordered through Critical Materials or items that have been manually allocated in Production Detail. We can have up to 60 line items on a Production Detail so manually allocating each item is not an efficient use of time. Additionally, most of our items are purchased through MRP, not Critical Materials. Is there anyway to automate inventory allocations to a production order? When releasing materials for a production order, the system will select a location by default but you can manually change the locations prior to release. In my mind, it makes sense to have a printable version of the material release which can then be provided to the warehouse staff for picking purposes (sin

I need to write off a portion of an invoice however the system only allows me to write off the entire invoice. Is there any workaround to this? Thank you

Hi all,Via the Rest API, is there a standard way to delete just the line items on Journal Transactions or Expense Claims? If you pass in an item in the Details param, it will add to the Details which makes sense. I’d like to avoid completely deleting the old transaction / claim then making a new one. Thanks for your help!

Hi all,Where can I find more info on this snip below. Is there a document with more detail on this? 

How can I define the due dates for 1-30 days, 31-60 days, 61-90 days & over 90 days?I am looking to add due date condition in GI and getting a little confused in dates.Thanks in advance.

Hello,I have a problem when i need to edit the BLL of "Transactions (Screen CA304000)".When i clik to the "Release" buton, a "Post Transactions (Screen GL502000)" will be created ,and that is perfect. My need is replace the default “ledger” by new ledger when i clik “release”.In the BLL of Transactions, i can’t find and override the method that affect the ledger (not in release). Best regards.

I want to show you a way how can you configure saving of a Credit Card Profile inside Acumatica even if the payment is done on the BigCommerce side.This functionality is possible only if both of the systems have integration with the same Credit Card Processing Center. In my case I will use example of Authorize.NET as this processing center is supported and by Acumatica and by BigCommerce. Step 1: We should configure Authorize.NET plugin at BigCommerce (under Store Setup → Payments) to store credit cards:Please note that it will be up to user to store or not the credit card information with you. Step 2: Now if user places the order, there will be an option to save card for the future usage on the payment settings:Please note that this option will appear, only if you have logged in user. For the guest user this option is not available Step 3:  Now we should configure Acumatica to support Credit Card profiles. First place will be at the processing center level:And the second place under t

Hi, anyone facing error code ‘Login failed’ in Oulook Plugin each time after refresh mail.?I need to re-login each time want to use it.. Are we able to stay logged-on in Outlook? 

Hello - We are a hotel company that both owns and manages our assets. One of the assets that we manage has an ownership that is international. Our internal IT stated that they would be more comfortable giving them access to their Acumatica instance if we had 2FA enabled for them. My questions is, is it possible to enable 2FA just for specific users? Thanks!

Hi,The base currency for the company and branches have been defined as LKR. But the below error occurs when performing transactions.“GL Error: Actual ledger '' must be defined in base currency LKR only”Please refer below snaps. Appreciate urgent support. Thanks,Dulanjana 

I’m attempting to extend the out of the box functionality for Prepayment validation to RM behaviour order types.  It currently only works for SO behaviour order types.  So far I have overridden the CreatePaymentExt.GetRequiredPrepaymentEnabled function and I’ve overridden the PXFormula attribute for the SOOrder.PrepaymentReqPct field.That part is working fine, but I’m now hung up on the the following two functions that are implemented as extension methods on the SOOrder DAC class.  public static void SatisfyPrepaymentRequirements(this SOOrder order, PXGraph graph) { if (order == null || !(order.Behavior == "SO") || !(order.ARDocType != "UND") || order.Completed != false || order.PrepaymentReqSatisfied != false) { return; } graph.LiteUpdate(order, delegate (ValueSetter<SOOrder> _) { _.Set((SOOrder o) => o.PrepaymentReqSatisfied, true); }); PXEntityEventBase<SOOrder>.Container<SOOrder.Events&gt

Where do the Notes in the body section from the OTHER tab appear on the mobile app? I was told these are internal notes for the Service Tech, but the notes don’t seem to appear on the mobile app. These are important as we want to communicate info to the Service Tech that we don’t want the customer to see and we don’t want to appear on the appointment documents or invoice.  

Does the Pending Approval Notification template get sent again when an approval is reassigned or delegated?

Hi everyone,We’re delighted to announce this Community Mentoring session with @Naveen Boga!Webhooks and AcumaticaNaveen will give a session on the use of webhooks with AcumaticaCommunity Mentoring sessions are approximately 30 minutes and limited to small groups (10-12) of members with one of our power users who is an expert on a topic. If this session is one you feel will help you in your development journey with Acumatica, please let us know in the comments below. We’ll be selecting from those who respond to attend on September 27th at 9am PT(12pm ET). The session will be recorded and recording posted to the Community Resource Library.Naveen Boga, Technical Lead, Kensium

Wondering if anyone has found a way to import Google Ads Lead Form submissions (presumably using Webhooks) to import leads generated by the Google Ads Lead Form into Acumatica CRM Marketing Leads?  If so, any guidance on how you did it?

We have a client who received a double payment for an invoice in a previous month. Their customer wants to keep that prepayment/double payment on file for future use. A credit memo was created, but there’s nothing to apply it against, so bank rec is out of balance for the month in which the double payment was received. They are thinking of creating a “temporary” invoice to which they can apply the payment so that bank rec remains in balance. Then, when their customer want to use that prepayment to satisfy either new or existing invoices, they would reverse the “temporary” invoice, creating a new credit memo, then apply the new credit memo against the desired invoices. Does that make sense or can anyone suggest an alternative solution?

Scenario 2)  Vacation days must count towards weekly over time.  We have a PTO bank for vacation and must deduct any vacation hours from the bank.  My Earning Type code is setup as “Time Off”. I’m looking for ideas on how I can have vacation hours taken still count towards the weekly OT. Thanks in advance. 

I am importing BOM materials and I am required to convert certain items from LF to EA on import but the QTY Required field keeps giving me the following error “An error occurred during processing of field QTYReq: Specified cast is not valid”. Am I able to perform any math to this field? As soon as I perform any math I get this error. Take this for example: Simply doing 10/5 which should result in 2 on the BOM, but instead I receive the error regarding specified cast ...  Any help much appreciated. 

Hello,I have a client using Acumatica payroll and Construction. The client also has Union payroll. On T&M billed projects, they bill labor dependent on the 3 below items:Labor item (Journeyman, Foreman, General Foreman) Earning Type (RG, OT, DT) Union (SheetMetal, Carpenters, etc)The current Rate Tables in Acumatica only go as far as Inventory item. I know I could create a non-stock item for each rate type and union, but that’s not feasible for this client.I have created a very long IIF statement in the billing rule that works but it’s too long, the system cuts it off after 4000 characters. Is there a way to create a Rate table based off of these 3 items that I’m not seeing?

Hi, All I am trying to put notes on every customer. My login is successful but when I am trying to call put api through another script of python, its says you are not login in. I have attach my login code below. I have attach cookie in put request header but still it shows error. Any idea on this please. Thanks def login_to_acumatica():    # API endpoint    url = "http://my-company/AcumaticaSB/entity/Auth/login"    json_data = ({        "name": "ta",        "password": "Db}",        "tenat": "Store",        "branch": "",        "locale": ""        })    try:        # Send POST request with JSON body        response = requests.post(url,  json=json_data)        import re        # Check if the request was successful        if response.status_code == 204:            print("Login successful.")            print("Response:")            cookie = response.cookies              return cookie        else:            print("Login failed with status code:", response.status_code)    except Exception

After upgrading to 2023 R2, our Subcontract Audit report now adds Debit Adjustments to Paid to Date totals in addition to reducing Billed to Date total. Therefore, outstanding balance calculates incorrectly because it’s duplicating the reductions. Our implementation partner does not know when this will be fixed and is asking us to pay for them to modify the report. I don’t think we should be paying for something that was incorrectly programmed by the developers.Has anyone had the same issue? Were you able to fix it without paying a third party? If you did, would you be willing to share the fix?

I have a custom field that I created in my IN.InventoryItem table that looks like this:Previously I have this as 3 fields when I created it, published, and everything worked as expected.  I went back today to add a 4th field (EF in the first string, EFOY Trailer in the second string) Published the customization, but only get the original 3 options.  I tired to publish with clean up, but still did not get the expected results. Any ideas on what I did wrong, or what step I am missing?

gm,  , does the 1% get deducted automatically if the payment from a customer is paid within the 10 days of the invoice?