Discussion Forums

Hello everyone,Would like to check if anyone tried the custom Endpoints for the following screens to update data on the screen. We created custom endpoints as shown in the below screenshots, however when trying to update the Restriction groups through Postman using custom endpoints, it gives an error as shown in the following screenshots.Appreciate any input to resolve the errors specified below.Custom endpoints created for the screens  - Restriction Group by GL, Restriction Group by BranchScreenshots for Custom endpoints:Request used:Restriction Group by GL{    "AccountCD": {        "value": "10100"    },    "Type": {        "value": "Asset"    },    "Description": {        "value": "Petty Cash"    },    "AccountClass": {        "value": "CASHASSET - CASH AND CASH EQUIVALENTS"    },    "GroupName": {        "value": "International Customers"

I tried uploading the file, and I am receiving an error message:  

How can a GS1 code be mapped withe the report designer?Do you have any ideas or solutions? Thank you.

Hello all,I have been creating a GI and I am looking to display the below highlighted value out of the other multiple attribute values: Employee Payroll Settings formI have created a join as below: But it displays the value in some other alpha-numeric format: How can I display the correct values?Thanks in advance.

Is there a place I can go to see all the field names for a given entity (ie: StockItems).My reason is that I have some sync processes that download StockItems via the rest API. However, the properties/field names that the rest API returns are different than what I see in a Generic Inquiry. For instance, in the rest API, the field name for Description is “Description”. In the GI, its called DESC. I was hoping there was some sort of way I can see how those mappings work. I am porting some of these REST Api calls over to oData and am unsure what the fields are called in the Generic Inquiry UI screen. Thanks! Eric

Anyone know if there is anything on the Roadmap for 2024 to have the app notify the customer when a tech is on the way to a job and show ETA with map location?

Hi,Is there a way to specify in Acumatica that when a Payment Amount = 0 after the Processing of Payments that the balance of the vendor is 0 (selecting Bills and Debit Adj), the payment documents outcome (check or ACH) only creates Remittance Advice instead of creating checks with zero payment or ach file? 

Can you configure a workflow on a per user/group basis in Acumatica? Or is it strictly a system wide basis?

I would like to add the escalation button on to our company’s self-service portal. Is there a form in the ERP to activate the button so that it appears and functions in the portal or do I need to code the button and its functionality in a customizationThese are the current buttons available.  

Can anyone think of a solution for high volume eCommerce fulfillment that groups orders by shipping container size?1) Place sales orders on hold for anomalies (bad address, possible duplication, candidates for consolidation onto a single shipment, etc.)2) Calculate the exact box to use on each sales order (there are 11 box sizes, 8 product shapes) (customers frequently order the same thing on a scheduled subscription)3) Create one shipment order fulfillment queue per box size and carrier

Does anyone know if there is an option to rearrange the order of the items in an Action Menu?On the Process Shipments screen in Receivables, we want to rearrange the order of the items in the Action Menu to match our process order.  

Is there a way to change settings in the Purchasing module to have any stock item that is at a negative quantity (i.e.outstanding sales order for the stock item that is not in stock or only partially in stock) to populate on the Create Purchase Orders screen? In essence, automating the “Mark for PO” check box on the sales order forms.

Hello AllI would like to ask if it is possible to set Sales Orders to be generated automatically fex. every month (same Customer, same Item, same q'ty etx).For non-stock item I would do it using Customer Contract. But I have no idea how to set it for Stock items.Is it at all possible out-of-the-box?I would be grateful for any tips.Thank you.

Is there a way in which the Quantity or Price can be checked or subjected to a threshold limit? This can prevent or reduce keying error entries. Perhaps the Limit on the Purchase Order should be enabled so e.g. If we already have a Max quantity in stock, then we should not be able to enter a new quantity to be purchased, unless their is already a sales order logged against the quantity on Stock, and then if so, that only the difference in quantity can be ordered and within a price range (otherwise requiring additional overriding authorisations).

Question for people familiar with Cases….My understanding is that a new case coming in is assigned to a customer based on the sender email address. The business account/customer must have that email address in their record under Account Email (see below). This is of course assuming that the “Attach to Business Account...” setting is turned on in the system email account. My question is… what if there are multiple customers who share that email address? I tested this and it will assign the first instance of the email address, which may not be the correct customer. We are using Cases to create service orders, so we receive dispatch emails from vendor management systems that several of our customers use. So, the sender email is the same, but the customer might not be. Does anybody know how the system can figure out the right customer to assign the case to in this circumstance?   

Is there a way for end users to copy/paste an Activity in the standard software, 2021 R1?  The clipboard icon is not available on screen CR306010.  Has anyone come up with a clever workaround, or are we missing something obvious?Thanks,Laura

How do I set my payment terms at the vendor location level? I see it on the umbrella, but I pay an agent (umbrella), who controls many factories (locations), each with specific payment terms. How do I set these  termsat the location level?

Acumatica 2020 R1; Build 20.101.0032; Screen: IN208900 We’d like to be able to create Physical Inventory Types by Manufacturer (attribute on Stock Items), or Vendor if that’s not possible. I see that we can create a Full Inventory Count, or filter by Item class, ABC code, Inventory, etc.. For example: we’d like to do a Physical Inventory of all of our Chevy Trucks one month and all of our Ford Trucks the next month.Does anyone know if we can get this granular?

Hi. Is there a way in Acumatica where I can partially receive a component item in a kit at Purchase Receipts transaction screen? Thanks!

Is it possible to restrict access to Purchase Requests by users/employee?Requestors should only have access to their request. Approvers can view theirs and those requiring their approval. Open requests accessible to users allowed to create requisitions

Hi!I am working on figuring out how to make the following happen…I need to be able to have a map that assigns a sales person to the sales order depending on the customer account and which warehouse the product is coming from.  Anyone have any ideas on how to make that happen? Any help or input would be greatly appreciated :)Thank you!

Example:Vendor sends me a check that is an accumulation of both debits and bills (eg, vendor owes me 10k, but I owe the vendor 3k, so they cut me a check for 7k). What is the cleanest way to handle in Acumatica? Is it to apply debits to the bills first, to zero them out, and then do a vendor refund for the total remaining debits? Ideally I could go create a vendor refund and select both debits and bills, resulting in my total - but that doesn’t appear to be an option or I haven’t found the right checkbox to allow it. Thanks in advance for advice.

We have a check which was already cleared get voided. I’m trying to figure out how to correct this. My A/P clerk was trying to enter a debit adjustment only and mistakenly voided the original check which was cleared a few months back. Any help on this would be great!

Hi:Acumatica partners have access to the Product Idea section. Outsiders not. I understand that the product idea section is a sensitive area but, enable somehow a section in the community portal where outsiders can submit product ideas and discuss. Thanks  

Hello, Is there any way (routines or webservice, etc.) in order to import and/or export snapshots using code (c# for example) ?I find that there is some routines provided in order to manipulate customization packages via code and i m looking if there is some other routines for snapshots ?Manipulating snapshots via code could be very useful in mutliple cases :Scheduling export snapshots for translation purposes (Localization.xml files) Making intergration tests with snapshots up to date Etc.  Thanks in advance