Discussion Forums

I was hoping to get my field service reps in a position that they could essentially place orders through Acumatica, and admin would have an approval workflow to review and approve the order into production. Native Acumatica sales order module is just too many steps for the field reps to have to do  Currently, they just have an app where they select a customer, a product, and the quantity, and that order request gets emailed to the respective admin team. The hope is that there’s native functionality in acumatica that can replace our current app. Anyone have any insight? CRM module possibly? 

I created a snapshot using the option of “Settings Only”I created a new tenant.Imported the snapshot and restored it.I have stock items in my new tenant.  I was expecting to only see the settings in the new tenant, not data.Any thoughts? 

Hello,what could be the problem if $LineNbr does not appear in Variables? here, I manually typed it in the value then it results to list of 0s. someone please help thanks! 

Greetings from Calgary, AB, Canada.My name is Benny and I was born and raised in Calgary where I have been working in the Energy industry for over 10 years as a ERP Business Analyst/Project Coordinator on various implementations in SAP S/4. My area of focus has been on the Procurement, Warehousing/Inventory, Sourcing and Contracting, Supplier Enablement integrations; and have been thoroughly enjoying the Acumatica experience in Distribution. Looking forward to learn more and participate in this community.

Once a reason code is used in a transaction; it becomes a permanent record.  Need the ability to deactivate reason codes; especially those used for special one time purpose.  

Using the ACH plug-in and it has worked fine for payments to vendor checking accounts. Now they are attempting payment to an employee savings account. When NACHA file is uploaded to bank, it becomes a 0.00 prenote to checking account. I’m communicating with the bank, but they’ve not been able to resolve. Anyone have an idea of why this would happen? 

Hi everyone,I’ve successfully built a dashboard in Acumatica for Employee Timesheet Status Reporting that includes the following features: Widgets: Four widgets showing the current week's timesheets categorized by status: OnHold, Pending Approval, Rejected, and Approved. Widgets are color-coded: Red for OnHold, Pending Approval, or Rejected if there are hits. For Approved, Red if there are no hits and Green if there are hits. List View Widget: Displays timesheets for the current week plus two additional open business days. Filters out timesheets that are Approved or Released. Allows managers to drill down into timesheets for additional processing. Now, I’d like to add a restriction so that managers accessing the dashboard can only view timesheets of employees reporting to them and no one else.What I Need:Step-by-step guidance on how to implement this restriction within Acumatica. I understand that this might involve: Adjusting the Generic Inquiry (GI) for the dashboard. Addi

Which date and time (created by- or modified by- ) will indicate when and by whom the batch was released?In some cases a batch has user X as created-by and user Y as last modified-by. Will it always be the last modified by that indicates the user and date and time of the release of the batch?

Hello! I am trying to get these fields on the SO screen into a GI. However, even though there are data shown in here, I was not able to get the Dropship PO Status and Dropship PO Line Nbr to show up. I checked in SOLine DAC and it says the fields are “nonexistence in DB.” What does this actually mean? If I am seeing data here why am I not able to pull them into a GI?   Thanks in advance! 

Is there a way in a Generic Inquiry to pull the Enter Record Notes that have been entered either on the SOOrders or SOShipment screens?Our customer service team puts notes in these field and it would be helpful to pull those note in a GI.Thaak you! 

Hi, We have a large number of Warehouse locations (over 500) and at present we are having to manually Transfer Receipt Transfer Orders into those warehouses.  Is there a way of completing these Transfer Receipts in bulk (same as Confirm Shipment) or an automated process that can be scheduled? Thanks in advance, Ben

Meet Heidi Dempsey our Acumatica Community Featured Member for November 2024. It’s great to have you as part of the Acumatica Community @Heidi Dempsey!Hello everyone.  I am Heidi Dempsey, Subject Matter Expert for Construction and Projects.  I have been with Acumatica for over 6 years since the beginning of the Construction module.  I was raised in California and started my career in accounting after college.  In the 90’s I had 4 kids within 5 years and stayed at home with them for many years.  When I returned to the workforce over 20 years ago, I was able to combine my accounting and computer skills to enter the accounting software industry.  It has been a joy to work with partners and customers on the functionality and seeing the software improve over the years.  I live in the great Pacific Northwest and enjoy biking, kayaking and hiking.  Some other passions are my family, travelling, baking, gardening and recently I have taken up playing piano. 

Do you have any suggestion what is the best option where to put the sharepoint link in Acumatica instead of the actual file? What I’m going to do is in order for us to lower the cost in terms of storage in Acumatica, my workaround is to put the files in sharepoint then get the link in the sharepoint and save it to Acumatica. Any suggestion where to put the sharepoint link?

Does any one know how to reverse a Landed Cost? We had an entry with a clerical error and the amount was incorrect. Now inventory is overvalued and we have the amount sitting in the accrual account. The AP bill should address the accrual balance but will create a credit on the P&L variance account. Not sure how you address the inventory valuation. So looking for ways to edit, delete or otherwise correct the LC transaction. 

Is it possible to have a part default in the configuration?  We have a client who uses the same door 95% of the time but needs the option to select a different door.

Hi all,     I have created one simple business event with generic inquiry (AM3010PL - AM-Labor) which is already available in the acumatica, but business event is not working while adding (active) the below highlighted condition in generic inquiry .Screen shot is attached here. if we are not adding (Inactive)  highlighted condition , then business event  have been triggered.Any ideas on why this business event not trigger while adding below highlighted condition in Generic inquiry?  

Hi Guys, How Can I print a Tick Box in My Reports, ie ☐   I can add this symbol to my Steps in BOMbut the PX.ReportViewer.axd  removes it, or does not display it?  even printing to a PDF it is not Visual?any help appreciated!

Is there a report to print a carton content label for orders being shipped.This report would would show each shipping carton / pallet along with the item and quantity for each carton / skid. Example:Carton 1Item 1 qty 300Item 2 qty 500 Carton 2Item 2 qty 500Item 3 qty 75 Thank you

How to get production URL end points?  The documentation leads us to UPS developer site.  I have spent an hour trying to figure out where to find the URL Endpoints.  Can someone please help!  Thank you

I am currently configuring an Email Account with Office 365 OAuth.I also configure an Api on Azure, create an External application to authenticate the email account.When I Sign in there is no problem, but when I run the Test this is the error that keeps showing.IMAP and POP are also enabledAPI Permisssion is selected  What else can be? 

I am wondering if it is possible to display a Google Maps map generated from the Maps JavaScript API in an ASPX page.Does anyone have experience with this or something similar?

I’ve been considering the difference between setting up restriction groups for Customers and Vendors versus using the Restrict Visibility To field in Acumatica. My thinking is that restriction groups might be more useful when there’s only one company/branch.Personally, when restricting Customers or Vendors, I prefer using the Restrict Visibility To field and specifying the company or branch. This involves creating the necessary access roles and applying them to the relevant company or branch. When a user logs in, they’ll only be able to see the Customers or Vendors associated with their assigned company/branch.In comparison, I find that restriction groups are more complex to set up and maintain. They can be applied to all customers or vendors using the "Apply" button under the customer or vendor class, but it’s more tedious.In your experience, when do you choose one method over the other?

How can you limit the visibility of User-Defined Fields so that it doesn't appear on other companies?I have companies XYZ and OMP but I don’t want to show in XYZ to OMP 

Hi I have a requirement where I need to default the qty to produce to 1.00 in material wizard 1 screen which I have implemented as follows: namespace PX.Objects.AM{ public class MatlWizard1_Extension : PXGraphExtension<PX.Objects.AM.MatlWizard1> { #region Event Handlers protected void AMProdItem_Selected_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated baseHandler) {baseHandler?.Invoke(cache, e); var row = (AMProdItem)e.Row; if (row.Selected == true) // Only if the item is selected { row.QtytoProd = 1.0000m; } }This works but when I select a record to be sent to Material Wizard 2 screen this grabs the value based on original logic. How can I make sure the value is set to 1.00 across both screens? As a side note I have also tried implementing field defaulting event handler but this universally updates AMProdItem.QtytoProduce which is not required because only these 2 screens need to be updated.Thank

Use CaseThis article demonstrates how to update fields in a Sales Order upon confirmation on its shipment. In this example, we will add the "Expected Delivery Date" field to a Sales Order header,and will calculate it as adding some constant days number (7 here) to the shipment confirmation date.PrerequisitesThe attached customization adds the  "Expected Delivery Date" field to Sales Order header (SOOrder database table, DAC, and aspx). It should be used as a starting point for implementing the logic described in the Use Case section.SolutionThe described solution uses the structure of the Confirm Shipment action delegate:protected virtual IEnumerable ConfirmShipmentAction(PXAdapter adapter){ PXLongOperation.StartOperation(this, delegate () { SOShipmentEntry docgraph = PXGraph.CreateInstance<SOShipmentEntry>(); SOOrderEntry orderentry = PXGraph.CreateInstance<SOOrderEntry>(); foreach (SOShipment shipment in list) { docgraph