Discussion Forums

Hello, Is there any way to delete a discount line from a sales order that has been imported from Shopify? I have full permissions in Acumatica, but the X is greyed out. Very rarely, discounts are duplicated during the import from Shopify, such as the example screenshot. This also may be an issue with the connector, but I’m not seeing anything on how to fix that either. Any suggestions are appreciated! 

Hello Esteemed Partners!ProjectManager is hosting a partner-facing webinar on 11/19. ProjectManager is the project planning and resource management tool that is now included in the new Acumatica Professional Services Edition.Register here: Live Acumatica Webinar - ProjectManagerJoin the webinar to explore the native ProjectManager and Acumatica integration and how it enhances project planning, resource management, and financial tracking. Discover how this powerful tool streamlines operations and empowers teams with real-time project insights for smarter decision-making. Don’t miss out!Thanks!Lauren

I am trying to make another version of the Multi Level Bom as a SQL View. The multi level bom doesnt have all the information that we need on it and I cant join tables on it. So I am creating a Sql view with a recursive statement to explode the boms. It needs to have a parameter in the anchor for it to work correctly and to keep it from bogging down the system with trying to do it for everything. How would I go about loading it into acumatica with a “Blank” for this field so that it could be filled out using the parameter from a report or a GI parameter? Screen shot below of my sql statement with the area im talking about highlighted. Doing it this way, would give me the ability to have any or all information from the tables in the joined in the below query. The information is currently limited to make it easier for testing. 

I have a customer with over 157K files in the UploadFile table.  For reasons they know, they upload a LOT of files.  They also send thousands of invoices per month which creates PDF files as well.They are running out of diskspace and they asked me for a way to purge files in masse. I created a screen to do this.  But, I see that system images are being listed in my grid.  I have tried very hard to find a way to identify these image files as “system files” so they cannot be accidentally deleted.For example: I thought about restricting files created by admin, but that would mean they wouldn’t be able to purge attachments to emails from many years ago.Further down in the grid shown above, there is a file that I think they should be able to delete without any issues being created other than losing history: Strangely, the File Maintenance screen will let you delete these files.  They look to me like files that are needed by the core Acumatica site.  This is the “finger print” image.I will r

I have created a move transaction using moveentry in the manufacturing endpoint. The transaction is still open, I need to update the amount produced and update some of the attributes with additional information. When I send json through postman, I receive the response below.  The error states that “Line 2 of Move Transaction  requires Attribute ADDLSCRP”, the attributes are being sent in the proper order. Request:{ "BatchNbr": { "value": "MI000623" }, "Details": [ { "TransactionAttributes" : [ { "rowNumber": 1, "AttributeID": { "value": "OPER2" }, "Value" : { "value" : "2" } }, { "AttributeID": { "value": "ADDLSCRP" }, "Value" : { "value" : "8" }

Does anyone know how long it takes to implement the Acumatica Field Service Module? Anyone know of an advisor that can do it quickly and cost effectively? Thank You

I have a customization for the Sales Order graph that affects the Add Invoice process used by return orders. When a user selects an invoice line to be added (by checking the checkbox in the grid) it will automatically select additional lines that are related to the line selected.This is achieved using the FieldUpdated event for the InvoiceSplit.Selected field and a RequestRefresh() call on the invoiceSplits view. Everything was working fine in version 22R2, but in updating the package for 24R1 I am running into an issue with the select all grid control.When the select all check box in the grid header is selected, it selects every line but then it deselects the lines my code would select. Something similar happens when all lines are selected and the select all control is deselected. In that case it deselects all lines then selects the additional lines my code would select.I know I can turn off the select all option for the grid, but is there any other way to override how the select all

Does Acumatica allow us to bulk print the Pro Forma invoice? I would like to use the Created On date to generate a pdf file with all the Pro Forma’s from that date. I added it as a parameter and filter, but the form comes back blank. 

I am trying to create an Import Scenario to import ACH information on a Vendor.  I am using Payment->Default Payment Settings->Payment Instructions to bring in the Account number, Beneficiary Name, Routing Number and Bank name.  Here is my import scenario. The error I am getting is that the 'PaymentMethodID' cannot be empty.Anyone have any ideas or have an example how you accomplished this? 

Hello,During the purchase receipt process we sometimes update the prices because during the time of PO and Receiving prices can fluctuate a little.  Is it possible to maintain the new updated prices for future orders after updating the prices. Thanks!

 HI all, I create the connected application for Gmail Integration in my tenant, and maintain the URI followed the steps in guide book.https://acumatica-builds.s3.amazonaws.com/builds/zip/software/addon/gmail/Acumatica-Gmail-User-Guide.pdfBut how come it shows 404 error when I try to authorize access in Gmail add-on?Is there any setting steps I missed or the URI is incorrect?   (In Acumatica 22R2 version) Thanks,David Lee

I want to retrieve the values of selected detail lines to invoke an action in Acumatica. Some values from the selected detail lines should be passed as parameters to open a custom screen in a popup. How can I retrieve the selected detail line information from a grid to use in an action in Acumatica?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!

I am trying to use a import to update emails on Contact.  What am I missing here ?I have the Contacts ID pulled from a GI21.115.0017 

Hello,I need to use an import scenario to add contacts to existing vendors.I am only adding “LAST NAME” and “EMAIL ADDRESS” for each vendor contact.My import scenario into the Contacts screen works without error.However, only the last contact in my data provider is actually added into Acumatica.I believe this has to do with the lines at the beginning with the (-1) that Acumatica normally adds automatically when you create a new import scenario.  It did not add those lines when I created this import scenario.Again, the import scenario says it processed all records and shows no errors.  However, only the last contact shows in Acumatica. 

Hello all,I have been trying to import Customer Contacts but only my last contact is getting added out of 5 of them. Below is the import scenario:FYI, when I try to search for the Contacts (CR302000) form in the Universal Search Bar, it doesnt list the screen, due to license restrictions, as its not purchased. But still I am able to access the contacts form if I click on any of the contacts from the Customers (AR303000) screen → Contacts tab.We do have the option the create a contact on the Customers screen but how shall I build an import scneario for the same? 

Hi Acumatica experts,Hope you are doing well.I have a requirement to add an auto-complete feature to a custom column within an existing selector.For example, in the Inventory ID selector, I have added a custom column to the selector. I would like this custom column to use the auto-complete feature so that when I type text contained in this custom column, suggestions will appear without clicking on search icon, just as they currently do for Inventory ID and Description. I understand that these fields are key fields, which is why suggestions are available for them by default. I’m looking for a way to make my custom column support auto-complete suggestions as well.Your insights on this would be greatly appreciated.

I’ve build a processing screen for showing log entries and i have an action to show the details.I am not able to get details shown on double click on a grid row.  Any ideas?

Hello peeps.I have been asked to test the Smartsheet integration and just wondered is it possible to test on a trial account or do I need to sign up to a Smartsheet plan? Also the information on the integration with Smartsheet seems sparse, if anyone has any extra detailed information it would be really cool if you could share that with me.Many thanksCarl

Can a debit adjustment not be applied to a bill before it is approved?  This seems backwards for the approval process.  I’m asking a reviewer to approve a bill that they know is wrong because a debit adjustment has been issued.  They have to approve the bill and HOPE that I correctly receive, process, and apply the debit adjustment.  It seems like the reviewer should see the bill with the applied DA.Do I have something set up incorrectly or am I missing something in my thought process?Thanks.

Hi allI need to round down values in report designer. Say a customer owes $1076, we need it to show as $1000 only. Please advise

I can't find them in the attributes. How can I select the field name in my import scenario?

Hi Everyone,We are comparing data from the Account Details and the Historical Inventory Valuation Report for specific accounts, but the figures never match. In this case, the Historical Inventory Valuation Report showed a zero ending balance for the account, while the Account Details reflected a balance of 47,069.30 for the same period. Does anyone know the cause of this discrepancy and how to resolve it? 

Hoping someone can provide a way to resolve this. After DB schema changes some of the standard field names have changed. These fields are referenced in many Dashboard Widget filters. The underlying GIs have been updated, but the filters on the dashboard require someone to manually go and change to the new fields. Is there a clever way of updating these in bulk, as in if there is a field e.g. FieldName1 change to NewFieldName1. Thanks in Advance :)

This is the screen prior to the October, 2024 update of our Purchasing Receipt form. The TOTAL COST - was included and we used it to verify the invoice amount. They have since removed it from the Sandbox - does anyone have a fix.  There is no way to verify the amount of the entered invoice(receipt)- some our invoices have over 100 lines and not all the lines on the PO are included - backorders, etc... I understand why they might think that it was helpful to remove it - but for those of us who require it to balance the cost of goods it is a real problem. Any solution?

Hello all,We are running 2023R1 manufacturing and we are trying to Generate Orders for Sub Assemblies from assembly Inventory ID’s, but we are coming up multiple instances of this same error.AM Error: The following error occurred when the system tried to copy the BOM: Error: An error occurred during processing of the field Inventory ID value 32369-20030 IN Error: The inventory item is a template item.Highlighted is just one of multiple Inventory ID that this error could occur on.  We do not have any templates in our system and none of the Inventory ID are template items.  Actually Matrix Items is not enabled in our system.When we look at the BOM for say this inventory ID 32369-20030 it shows a warning that 32369-20030-1 is a template item, but again this is not a template. (see image attached)When we open the stock item screen for the assembly with the warning (32369-20030-1) add a space to the description, save the stock item the warning goes away.But this does not hold and we just mo