Discussion Forums

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 

Hello,A client requested autonumbering based on a inventory class.I adjusted Segmented Key to include the inventory class as Segment 1 (AAA format) and defined its keys. Added Segment 2 as numeric (6 digits) for auto-numbering.Also defined numbering sequence for the segment 2 and selected auto-number. The issue I have is auto-numbering is not sequential within an inventory class.So if I create item BBB<NEW> after AAA000001 it saves the item as BBB000002. How that can be set up so the numbering is sequential in each Segment 1 value? Best regards,Mike

Hello,I am working on a custom AR Aging report in Report designer, going off of the AR Aging Sensitive report, I only want to view invoices that are past due. How can I use an If statement or set a filter to NOT show invoices if they are in the “current” bucket or are not yet due.  

Good day,I have a giant payment import for over 746 invoices. The invoice totals = payment amounts.  I am trying to produce one payment for all these invoice in one payment record.  The total payment equals the total invoice.Any suggestions?   I want one payment for 746 invoices.Thank you @Evan G  

We have a Dollar account and a Euro account.  We do a Bank Transfer from Dollar to Euro, enter the conversion rate, and everything works as it should.  Except our Euro bank charges $5 and we send it in the same transaction.  So if we want $1,000 worth of Euros, we actually transfer $1,005.  We tried adding a $5 detail line on the Bank Transfer but it still shows up as a separate transaction.  It would be silly to create a clearing account just to add these two amounts together, so we just deal with 2 debits in Acumatica Banking and 1 debit in Online Banking.  Does anyone have a solution?  (We don’t particularly want to modify the exchange rate to allow for the $5 either, although I know it’s another workaround.)

Hello, I am currently working on integrating hard stops within the compliance section of Acumatica to track change orders, insurances/expiration dates, and executed contracts on a commitment level. Would anyone know how to implement hard stops within Acumatica or direct me to any useful resources? For example, if we try to process a payment that would exceed the commitment level contract price, we would like it to present a warning note saying, “payment cannot be processed because exceeds contract price”. We are exploring and testing Acumatica’s capabilities to become more effective with our technology. I would certainly appreciate it if someone that has the knowledge and experience with this before, please direct me in the right direction. Thanks again.Brayden,

Hi @everyone,There are sales orders that we synched from BigCommerce to Acumatica that has an issue with the order quantity. In BC, it does show only 1 qty for item 10021. However, the order in Acumatica shows 1 Qty, and then another 2 Qty. This caused failure of synching the payment entity.BigCommerceAcumatica Stock  

Recently, I noticed lots of failed authentication attempts from our Acumatica server to our Active Directory. The usernames on the login attempts are for local Acumatica accounts, not domain accounts.Most users login to Acumatica with domain\username. Then Acumatica performs an LDAP query to Active Directory for login verification. This is normal and expected. The local account usernames are not.I would assume Acumatica would only query LDAP IF and ONLY IF the username contains the format domain\username and not query for every single login attempt (including local Acumatica accounts). Thoughts? Do we have a configuration problem?

Running monthly depreciation for several companies and I am getting Calculated+ as the Transaction Type instead of Depreciation+ on the fixed asset transactions.   I have double checked that I chose Depreciation instead of Calculate Only.  This only happened for two companies out of the 12 I ran this month.  I also checked that depreciation completed successfully for both companies last month.  I tried deleting the FA transactions and rerunning them to make certain everything was chosen correctly and received the same results.

I have  a pivot table that shows the number of orders shipped Last Year vs This Years.I have a column called Month, and another called MonthName. I have the Month column so that the pivot table will show the months in the correct order. I want the MonthName column because it make the pivot table easier to read. Is there a way to “hide” the month column but still use it as the sort for the pivot table?Thank you!

Does Inter-company transactions feature require both companies to use the same Ledger and Base Currency?I’m trying to create Transactions in one company with a base currency of GBP with another company using EUR currencies. Both companies use a different Ledger.

Hello all, We have many tasks on our projects. They get completed, but not always on the day the work was done. I can set the end date, but when using the Complete button it updates the date to current. Is there a way around this?   Thank you

I am testing automatic forecast generation for a client that has been live for a year. I am testing in 2022 R1.We previously uploaded manual forecasts since the client did not have any actual sales data to generate forecasts automatically. The forecast calculation is simple...10% growth per month. I am able to calculate the forecast however when I process the data, the forecast listing shows the items with an interval of One Time and they appear to be in addition to the old forecasts. The previous forecasts were entered with the interval Monthly. My questions are as follows:Is it possible to process the generated forecast with the interval of monthly and automatically update previously entered forecasts?What is the implication of one time vs monthly?There does not seem to be a way to easily mass delete old forecasts. I have thousands of lines as there are different forecasts by item

Is there a way to add system generated warnings into an generic inquiry.Example: A customer is past due on payment, and when a new order is entered there is a yellow warning flag next to the customer’s name that reads “The customer’s Days Past Due number of day has been exceeded!”My users have asked if this flag could be added to the Sales Order’s generic inquiry so when they are reviewing open order they can quickly see if there are order that have a warning.  

Hello,One of our team accidentally processed a credit card payment on the wrong customer’s order profile. Is it possible for us to remove this payment from the incorrect sales order, and apply it to the correct sales order for the correct customer? Thank youPatrick

HelloI’m new using Acumatica. I’ve created an import scenario for BOM.I did add the “save” button at the end but it isn’t working anyway. I don’t know where my error is.This “View name: Documents.” error pops up.This is my import:  

with 2 different test, one .eml was processed as cut-off image another was processed as “untitled” without file extension.I have added .eml type in SM202550 before the testplease advise, thank you.

Working through various odd errors in our Warehouse Management set up and during trouble shooting of the Mobile App, I find this: Have I found the root cause? 🤐

Good morning all. I’m attempting to assist a client using GL account/subaccount restriction and having issues with it. I’m going to provide a stripped down description of what I’ve tried and I appreciate if anyone could jump in with a suggestion on how to make this work.For sake of example, let’s say we have your basic chart of accounts using 10000-19999 for assets, 20000-39999 liabilities, 40000-49999 revenues, 50000-59999 COGS expenses, and 60000-99999 for various other categories of expenses. They also have subaccounts, so for keeping it simple lets say there’s a default 0000, and then AAAA, BBBB, and CCCC.  The client would like to restrict 0000 such that it cannot be used for accounts 40000-99999. After reading the help file, I created two groups.Group 1 Type A. This group had all users, every account 40000-99999, and subaccounts AAAA, BBBB, and CCCC.Group 2 Type A inverse. All users, every account 40000-99999, and only subaccoun

I am looking for a report that will show me a group of stock items and last cost. Sorted by Vendor or Item Class.

Hey All,I’m trying to create a generic inquiry for PO approvals. My goal is to link the GI to a business event to send to multiple approvers, owners etc. I have everything working except that the email address for the approver does not pull onto my GI.  Tables: Joins:POOrder to EPApproval   EPApproval to ContactResults: Email address is blank. Email is from the contact table. The contact table for the employee stores their email address.  

Hi,I was thinking if there is a way in acumatica to add a custom field that will store a web address and that somehow on the screen the user can click on it and take it to the site.I was going through each of the acumatica screens but I have not found examples, only some similar functions at the grid level.If anyone has the knowledge or some guidance on how to do it or if it is feasible to do it in acumatica, I would appreciate it very much.

Has anyone else had this error message when releasing a journal entry with a project code?“Another process has added the 'PMRegister' record. Your changes will be lost”

Inventory on hand in Main - General - Table 1 is a quantity of 110.  When entering an inventory issue all is well until inputting the task, then quantity disappears.  What is wrong?Please see attachments.Thanks.