Discussion Forums

I am trying to set up the customer portal, however, I am getting the error: “The Base Currency of the Customer associated with your user profile differs from the base currency of the default portal branch” whenever I go to the catalog, (My orders works fine.) I have checked, and both the client and the company are both set to USD. What could be causing this issue?

Hello everyone,I’m exploring the idea of integrating ChatGPT with Acumatica to streamline workflows and enhance system interactions. For example, I want to enable employees to interact with a chatbot for tasks like uploading vendor invoices pics. The goal is for the chatbot to process these invoices and update item details in Acumatica automatically.I’d like to know:Has anyone implemented a similar integration? What APIs or tools would you recommend to facilitate this connection between ChatGPT and Acumatica? Are there any best practices or challenges I should be aware of?Looking forward to your insights!

Hello,Is there a way to set/show expiration date on the sales order of type “QT (using order template Quote)? There is a way to setup a “Days to Keep” but looks like cannot be shown on the sales order screen.

Template items is working just fine on first attempt. How to create color swatches for items with color variants synced to Shopify? Thank you!

I've encountered a couple situations recently where I needed to extend an action where a PXLongOperation was running and do something after it was completed. I can use PXLongOperation.WaitCompletion(Base.UID) to wait for it to finish, but it seems to break the operation (the processing indicator doesn’t appear until the operation is complete). I think this makes sense, since it's blocking the UI thread until the background thread is complete.What is the proper way to execute additional code after a PXLongOperation is “finished” without blocking the UI thread?

Hi All,Is this possible to setup for user only see the transaction and info belonging to the company that they sign in to?There is 2 companies in my tenant, and user have access to both companies. When open the generic enquiry such as Sales Orders SO3010PL, I can see transactions of both companies in a place even I sign in to Company A.I expect that can setup for user to see only the transaction of the current company that they are working on.Are there any way to set it up?Thanks in advance.Yên Chi

Hi, We want to create a new Purchase Order type in the system i.e. Group Outlet PO, so instated of adding new PO type can we rename the existing PO type Standard to Group Outlet PO. Please find the below screenshot for reference and advice.  

 I am wondering what could have caused this. I have a Sales Order with Inventory reference number but do not have an Invoice. I found no audit history enabled.how is there no invoice but there is a inventory ref number?  

Is there a way to limit line items on an expense claim without customisation?

I am assuming that this exists.

What is best practice on how Acumatica Recover Intercompany Costs on ProjectsWe have multiple companies with multiple currencies.company A company B company CWe create a project (project A) for a customer in company AResources from company B attend to work on project AResources from company C attend to work on project A Each Company/Branch will be extended as a customer and vendor.The Generate intercompany Sales process will be used. In company A – AR Invoice to company B for the employee time spend &In company A – AR Invoice to company C for the employee time spend Creating the AR Invoice will be a manual process / we can create an import scenario based on employee timecard entries that has not updated the Project.We do not want to create a loan account between the companies.

Hello,  Is there a way to restrict sales order type to a certain type? For example, we want a project manager to only be able to submit sales orders that are type ‘PJ’. Is there a good way to do this? Thanks!Brent

Hi, I have active currencies (other than the base currency) in a system that are not ticked to “use for accounting”. They cannot therefore be used in Customers or suppliers. The currency record option is not greyed out, but it will not allow the option to be ticked (no error just won’t hold the tick). The currencies have not been used and even if I create a new currency record the option use for accounting option cannot be turned on. Have I missed something?

Hello,One of our customers (only in one test tenant) is having this error populate when we try to go into the customer account via AR. It is only one customer and only in one tenant. All other customers in the tenant do not have this error.We usually do most transactions against this dummy customer account. I can’t be certain when this started occurring since the system has thus far allowed us to use the customer for sales orders/invoicing/payments/etc. Any help resolving this error would be greatly appreciated! 

is there a way to add the field tip into the mobile screen when entering a expense receipt??

Hello! Is there a proper way for setting up Gmail as system email account in Acumatica? I followed the instruction here Using Gmail With Acumatica and read through this solved post Gmail setup issue | Community but was still unable to test connection successfully. We mainly want to be using this to process incoming documents for the AP document recognition service.    Thank you!!

Hi everyone,I’m new to Acumatica and trying to understand how the system manages invoices that exceed their expected amounts. Specifically:Is there a way for Acumatica to flag or stop an invoice if it exceeds a pre-set threshold or budget? Are there any settings or workflows I need to enable to make this happen?I’d really appreciate any guidance or tips on where to look in the system. Thanks in advance for your help!Best regards,Ray Tussing

We are unable to print Paystubs (PR.64.10.15) after upgrading to 2021R2 build 21.209.0034. I cannot find this as a known issue, but assume that anyone using Payroll on this version would be impacted.Error: Cannot resolve the table name: [PX.Objects.CR.CRLeadContactValidationProcess+Contact2]  Trace: empty 

Dear Sir/Ma’am,Good day.I’m a newbie in Acumatica. Can someone help me where can I find the value of Unreleased Balance and Open Orders Balance in customers, so I can balance my Remaining Credit Limit in Acumatica vs. my manual file. Please see below the sample figure. Thank you. 

Dear Acumatica Community,I am a new to using Acumatica and I am currently in the process of tallying Customer Balances. I came upon one customer showing value/amount under Unreleased Balance and Open Orders Balance. May I ask if anyone can help me out where can I possibly check/verify these amounts. Or where they originated? I attached the screenshot. Thank you in advance.  

I have set up multi calendar on the same tenant now I want to consolidate. I have India company with calendar from April to March and UK parent company, with January to December. when I try to consolidate there is a period mismatch. how do I map the posting periods of India to that of UK, for consolidation purpose. 

There is a requirement to dynamically enable and disable an action button in the grid toolbar based on a column value in the grid. If there are multiple lines in the grid, the action button should be enabled for some lines and disabled for others.How can I implement this?Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!

Hello everyone,In the documentation, there is mentioned External ID for Customer Locations, and I assume it will also be populated when we synced a Customer location originally from Acumatica, in a bidrectional sync. But I can’t see such External Id on the Customer Location screen. We want to find a common ID between Shopify and Acumatica for Customer location, and this location is for Customer Organization (B2B) synced as Shopify Company.Do you have idea how to achieve that, if the External ID in location screen is not yet available?We are in 24R1.​​​​​​​

Initially, the UsrAddItemDescription field was created as PXDBString(500). Now, it needs to be increased to a length of 4000 characters. I modified the field definition accordingly, as shown below, and published the customization project.As the next step, when I attempted to increase the column length using the database scripts below, the following error occurred.Could I get any suggestions on how to resolve this issue?

Hi,Was wondering if there is any documentation, or how others are handling BOPIS functionality with Shopify. Specifically with regards to marking order as ready to pickup, and then once the order is picked up. And how that syncs between Acumatica / Shopify (screenshot of shopify example below). Few specific questions:Are people handling this in shopify or Acumatica, and how does it syncIf you “pick” an order in Acumatica, can you sync to shopify to say this order is ready for pickup if you mark the order as shipped in Acumatica, does it then “mark as picked up” in ShopifyThanks in advance.Mitchell