Discussion Forums

Hi I am settling up a connection to BigCommerce and have template items which are syncing with BigCommerce using the connector. I have attached images to my attributes used in the  configuration of my matrix item and would like these to sync with the Variant Options in BigCommerce. Does anyone know if this is possible please? Thanks Matt 

We have a project that is not yet approved, however there are already commitments (Purchase Orders) against it.  We don’t want Purchase Orders to be issued to suppliers before the project is approved.  How do we stop it, is there a setting somewhere?

Hi all, Our Projects could have up to 25 tasks. We bill on certain tasks by adding the amount to Pending Invoice amount and running project billing. When we do that, the invoice will have 0.00 lines for each task and 1 line for the task that we entered an amount. Is this the expected behavior? Can that be turned off? Thank you

Does anyone know of any existing functionality around archiving projects that are no longer active? I’d like to be able to archive/inactivate them to the point that they do not show up on search lists when using the search bar.

We send emails out of Acumatica and today had an email come into our Inbox in Acumatica.  One of our users replied to that email and copied our support team on that email.  They do this often, but today we noticed that the email did not send and in the Email area, it appears in the “Failed” filter of All emails. When we open the email that failed, it says “Illegal characters in path.”.  I haven’t noticed this type of error before.The user tried to resend the email and it again failed. She also remove the people on the “TO” line and added them back in by doing a search for their names.  That email failed to send as well.The user ended up sending it out of Outlook, then copying the sales inbox for tracking purposes in Acumatica.Any ideas on what the error message means?Also, one thing that is not very clear is the activity under the opportunity says “open” and the mail status says failed. Would be nice if the email activity under the opportunity reflected “failed”. 

Hello Community. I am looking for someone (Subject matter expert) that can help hand hold our purchasing and operations department whilst we implement the DRP within Acumatica. Is there anyone out there that charges by the hour to help two of our staff members set up all the purchasing forecasts and business events to automate what is possible and make the stock management as efficient as possible. This will have to include training on using a dashboard to manage the overview and to have a daily and weekly summary to send to the directors for their insight.In the near future we are seriously also considering integrating with a 3PL company for storage and we will need assistance with integration with their system via API’s.any recommendations, guidance or contacts appreciated.

I am trying to design a report using INReceiptStatus which is hidden and cannot be selected in report designer or Generic Enquiry. How can i make the DAC available for report designing 

Hi,I am working on an import scenario which takes an exported Shopify order Excel file and bulk create Sales Orders with all line items.In the screenshot below, I have a step which uses the ‘Email’ from the Excel file and input it into the ‘Related Contact’ field.  If the contact with that email already exist in the system, then it will populated the contact in the field within Sales Order.  However, if the contact does not exist, then it gives me error for the lines that cannot find an associated contact.Question:  Is it possible within the Import Scenario, if the Contact does not exist, it then creates one for me with all the required details (Name, address, email, business account...etc)? Many thanks!Will

changing standard Shopify integration:I am stuck trying to find out where cbapi.Put<SalesOrder>(obj.Local, obj.LocalID)from SPSalesOrderProcessor class SaveBucketImport is defined in standard code.I can find only interfaceI need to override logic behind last line of codeClass SPSalesOrderProcessor        public override async Task SaveBucketImport(SPSalesOrderBucket bucket, IMappedEntity existing, string operation, CancellationToken cancellationToken = default)        {            MappedOrder obj = bucket.Order;            SalesOrder local = obj.Local;            SalesOrder presented = existing?.Local as SalesOrder;            BCBindingExt bindingExt = GetBindingExt<BCBindingExt>();            // If custom mapped orderType, this will prevent attempt to modify existing SO type and following error            if (existing != null)                obj.Local.OrderType = ((MappedOrder)existing).Local.OrderType;            SalesOrder impl;            DetailInfo[] oldDetails = obj.D

 Hello,We are experiencing an issue in Acumatica (Batch Number Sequence), and I’ve attached a screenshot for reference. Can you please help us address this?  

Hi all, I’m trying to write a GI that lists Sales Orders from 13 months ago. For example, if I run the GI successfully with a business date of today, it will show me all Sales Orders in September 2023. I think this is best achieved by setting some conditions in the Conditions tab of the GI, but I am not sure of the formula to use. Does anyone have any suggestions or can point me in the right direction?  

Hi,We have a cash account that needs to be reconciled. It has been sitting on hold since 1/31. When clicking on it in Reconciliation Statements it times out and won’t load the transactions. I checked theCAReconEntry.CATranExt table and there are over 7400 unreconciled transactions. Is there a max number it can reconcile?Also, there is a clearing account tied to the cash account. Could this be causing an issue? The clearing account does not have reconciliation required checked but the cash account does. Only one of the two charges methods in the clearing account are listed in the cash account also. Could this be causing the issue?Last question, the periods are closed since the last reconciliation date was 1/31. Do we need to reopen the periods in AR to get these reconciled? Could this be the issue? Thanks so much! Your wisdom is appreciated!  

Has anyone come across the situation where the orientation of AP check’s printing randomly changes. i.e. I print a check with the top of the check facing forward and it prints fine and then I print another check and all of a sudden it prints upside down. 

Goal of the GI:Compare the Current Price Class with the New Price class, and filter out any entries that are already the same to reduce the amount of entries sent through an Import ScenarioCode for the New Price Class assigns a type of discount based on the amount sold:=switch(Max([Location.CPriceClassID])='STAFF','STAFF',Sum([SOOrder.CuryOrderTotal])>1200, 'RETAILBULK',Sum([SOOrder.CuryOrderTotal])<1200, 'CUSTOMERS')But as y’all know, when you make a new field, you can pull up it’s internal ‘field’ name, and I can use that for style like this: =iif(SOOrder_Formulad9d511aff428430595f645b5e7225bcf = [Location.CPriceClassID],'','red20') But I can’t use it for comparison in any part of conditions or even within the results grid=[SOOrder_Formulad9d511aff428430595f645b5e7225bcf] doesn’t work@SOOrder_Formulad9d511aff428430595f645b5e7225bcf of course doesn’t workjust SOOrder_Formulad9d511aff428430595f645b5e7225bcf doesn’t workIs this a hard limitation on GI’s, or is there a trick I don’

I am sure this is a basic question, but I need to add some steps when releasing from Risk Hold.I copied my Release From Hold commands and changed it to ReleaseFromRiskHold.  Visual Studio Acuminator message:  The signature of a method with the PXOverride attribute must match the override method.I went into the Customization Project Code to have the system create the extension code for me.  I did not find ReleaseFromRiskHold as an option.   Code:public delegate IEnumerable ReleaseFromRiskHoldDelegate(PXAdapter adapter);[PXOverride()]public IEnumerable ReleaseFromRiskHold(PXAdapter adapter, ReleaseFromRiskHoldDelegate BaseMethod){    // my code here    return BaseMethod.Invoke(adapter);}Thank-you.

I am currently looking to streamline our month-end closing process in Acumatica (Manufacturing Module) and was wondering if anyone could share their best practices or a checklist, they use to ensure a smooth and efficient closing process.Key steps/checkpoints for month-end close.Any modules or features in Acumatica that you find particularly helpful.Recommendations for reports or reconciliations to run during the process.Common challenges and how you address them.If you have a checklist or process flow that you can share, I would greatly appreciate it.

Hi, I’m working on export scenario which will give the output Text file. One field on the Data provider having String Data type and 35 Data Length. so the export file will have the space for the empty space as follows.Data providers as followsCan I setup a variable Data length for this String? ThanksDesh

 Our accounting staff want to slice and dice our financial reports by:     -department    -customer type (customer, reseller)    -line of business      -customer vertical     -business unit (sales staff are associated with one of a number of business units)We have set-up a sandbox environment which has two segment subaccount (business unit and line of business), but our account staff have articulated adding sub accounts (or whatever feature) will allow us to slice and dice financial reports by the above areas.From a “leveraging the defaults” (e.g. default posting group), we were able to set-up our sandbox so that our transactions would default for the right line of business and business unit when we had two segments.If we go to four segments, I suspect we might not be able to really leverage our set-ups to really achieve the financial slicing and dicing as required. Have you set-up more than 2 segments and how did your default posting code set-up work for you (were you able to acheive

Hi, Executing the InventoryAdjustment in Postman I get the following known error:"error": "Inserting  'IN Transaction' record raised at least one error. Please review the errors."And in the details:"LotSerialNbr": {                "value": "--MFP73565",                "error": "Lot/Serial Nbr. '--MFP73565' cannot be found in the system."            },Creating the InventoryAdjustment using the RestClient also gives an error, but it only gives me this error “Inserting  'IN Transaction' record raised at least one error. Please review the errors." when catching an ApiException. If I check the ErrorContent it is null. How can I get the same result in the RestClient as in Postman where it returns the Lot/Serial Nbr error?I am using version 4.1.0 of the RestClient client nuget package in c#.

Hi all,I want to set up approval map when user want to activate project again  after complete it?My idea is set up 2 steps but it not work. Can you advise me how to achieve that? 

besides the customers screen , sales order screen (shipping tab and also line detail) and shipment screen (line detail) , where else the shipping rule is defined?

I’m wondering if anyone here is using Safari on macOS/iOS/iPadOS -- i’ve been experiencing this issue for more than one year and I’m still seeing it with the latest 21.1 release and latest Safari updates. A few times per day when accessing an Acumatica site I’ll see two tabs. First tab contains the navigation bar and inner frame, and the second tab just the inner frame:It is really annoying, and I have yet to find any way to replicate this constantly so it’s a bit hard to file a bug report through support... 

Hello - Under the Finance Module, we have Financial Statements with all of our properties Profit & Loss statements and Balance Sheets. Now, whenever I create a new one, it just adds it to the end of the list on the main finance module screen, instead of sorting in alphabetical order. Is there a way that I can change the order of the list?Thanks! Any new statement I create gets added to the end of this list, and I would like the ability to dictate where it gets added to the list. ​​​​​​

Is anyone experiencing issues when clicking into a project or task, the new window opens an empty project or task instead of the populated one you opened up? If I then go back to the original screen and open it again, the correct project or task will open up.

Is there a way to print a vendor bill or a cash purchase with all line item details for that matter? We pay our subcontractors but they don’t submit an invoice to us, so they need to be able to see what line items we paid out for on each check that we print. It seems like the check only shows the bill # or bill description with some report modification.