Discussion Forums

I have a customer who prepares statements monthly and distributes via email and mail. They utilize a 3rd party printing service that requires all multi-page statements to be isolated from single page statements.Would love to filter by mutli page first and single page next or something along those lines. Is there a way to do this utilizing the =PageOf function, some kind of grouping, or something similar? 

Hello Community!I’m curious if anyone out there is currently using Acumatica or a third party software that integrates with Acumatica for Bulk Truck Loading operations?  We’re a company that has a division that loads bulk materials into customer’s trucks on our site. We also have a rail spur we do bulk loading from. I’ve seen several solutions for fleet management but this isn’t our fleet and we’re not managing the trucks after they leave our facility.  We currently have a home grown application we’ve used for many years that we’re looking to replace with Acumatica and/or a natively integrated solution.Some key things we’re looking for:Scheduling Customer Pickups (Day and Time by Pickup Number) Truck / Customer Tracking per  Matching Pickup to Order/Shipment Rerouting Shipments to alternate customer locations Scale Operations Rail Operations (Multi-car and Multi-destination) BOL Creation Price Management by Customer / ContractIf you know of a solution that could fit all of these into a

Good day all, I have a self-hosted public-dns trial version of a 22R2 setup Build 22.206.0035 and I’m trying to enable Google SSO following this guide, but after enabling the options in the features the Google option still does not show up for me at login. Is it because I’m using the trial version?  https://www.acumatica.com/blog/maintaining-acumatica-users-through-google-workspace/

Does anyone has done SSO configuration with Google?

We are considering the LightSpeed internet telephone service with the Acumtica integration.  Can anyone tell us his or her experience with the LightSpeed and the Acumatica integration?  

I’m trying to better understand the cycle count process using the ABC codes.  I understand how to set the counts and allocate the percentages, but I want to understand what date the system is using as a starting point for the calculation.I’m not able to find anything that can tell me what date is used or how we can modify this date.Does anyone have any insight as to where or how I can find this information?

I need to give a user access to print Debit memos. The user has access to print Invoices. I am struggling to find the node that handles Debit Memos.Can anyone help?We are 23R1 (I know. Upgrade is in process...)

I just received the invoice for our annual renewal and noticed that we have two modules that sound very similar.  Can anyone tell me what is in the “Construction Project Management” module vs the “Construction Edition”?  I can’t find anything documenting the features of each.Thanks.

Hello! We are not able to create shipment with this error, I have read a couple related topic posted in community but still not able to solve this. Any ideas on where I should check and what I need to do to fix this issue? This is a shopify order type we are working with and trying to create. Thanks!  

Hi,I have recently added a new custom Ship Date field to the Project Quotes screen, but I am finding that this field isn’t having its value persisted after saving and refreshing the screen.Is there a property or piece of code I need to add in to ensure this new keeps its value?Below is the code I have used to create the new field, as creating it via the usual method was producing the same non-persisting result.Let me know if you need any other information.Kind regards,Andrew namespace PX.Objects.PM{ public class PMQuoteExt : PXCacheExtension<PX.Objects.PM.PMQuote> { #region UsrShippingDate [PXDBDate] [PXUIField(DisplayName="Ship Date")] public virtual DateTime? UsrShippingDate{ get; set; } public abstract class usrShippingDate: PX.Data.BQL.BqlDateTime.Field<usrShippingDate> { } #endregion }} 

Hey Guys,Looking to create a workflow where an SO goes into a status of Awaiting review, and is not released until there is a file uploaded to various lines in the SO, and there is an approved status on a custom field.Is there anyway once a file is uploaded to automate an email to the customer, with the attachment of that file, with a green and red button on the email they can click approve or decline, or need review.if they click approve, it feeds a business event back to the SO screen and releases it, and if they decline it send an email to our team requesting revisions.Can anyone help me as to having hyperlinks in the email body that allow this to happen. Cheers.

Hi,Is there a way for me to set us fixed asset approval flow in the system? Currently there is no approval in that I can assign approval map in Fixed Asset Preferences. If I would like to set up approval map in General Ledger for Fixed Asset Depreciation, is there a way to set up in the system? Or it can only be done through customization? Thank you. Regards,Chern 

Hi,Has anyone encounter issue where you imported the Appointments with line detail successfully, but the service order that created automatically from the imported appointments has missing line detail? When I created the appointment manually, the service order that created automatically has no issue with line detail, only when using import scenario that this issue happen. Thank you. Regards,Chern

Hello community, I have been experiencing something with PXRedirectRequiredException and am wondering if this is intended behaviour.I have an action which creates a Non-Conformance record from a Sales Order.For the purpose of traceability, I added a custom field to display the NCR number.doc = gilMaint.ISORecords.Insert(doc);//Insert the recorddoc.SOOrderNbr = order.OrderNbr;doc.CustomerID = order.CustomerID;gilMaint.ISORecords.Update(doc);gilMaint.Actions.PressSave();//Save the new record to generate a DocNumber through autonumberingSOOrderISOExt orderExt = PXCache<SOOrder>.GetExtension<SOOrderISOExt>(order);//Find DAC extensionorderExt.UsrNCRNumber = doc.DocNumber;//Assign custom field valueorderEntry.Document.Update(order);orderEntry.Actions.PressSave();//Save the Sales Order recordPXRedirectHelper.TryRedirect(gilMaint, PXRedirectHelper.WindowMode.New);//Redirect to the freshly created record to populate it.When executing the action and the PXRedirectRequiredException be

Hi All, I am creating an import scenario for sales orders and after a lot of troubleshooting I was able to get to the end of it without any errors, however after importing my data I saw that Line Description is coming up as blank.I believe that is because of the highlighted info on the screenshot below where I set it to Null. However I don’t know how else to get the data that I need to be in the false statement.My if statement is supposed to bring the item description from my import file if the item id is “!” (exclamation mark) otherwise, just use the description that the system uses based on the inventory id. Essentially, in this situation, the “!” is a comment item, so it should change as per the import file, otherwise it’s an actual stock item, thus should use the description set in Acumatica.I tried looking into the internal fields but could not find the name of the field to bring it up, if it is that simple.Does anybody have an idea? Thanks!Clauber  

is it possible to import multiple units of measure conversions on the same import scenario?  

We are using an automation to create cases from our Work Orders outlook email. We’re running into a couple issues. First is duplicate cases. Ex. If someone replies all it adds a RE: to the front of the subject and creates a new case. Or if a new contact is added to the email it creates a new case. Now we have multiple cases for one conversation. Second - The attachments in the email (in activities) does not transfer over when creating SO from Case. Is there a way to have the attachments from the email transfer over?

Good day everyone,I’m looking for advice on handling daily releases for large purchase orders in Acumatica. One of my clients places substantial weekly purchase orders with their suppliers (500 lines or more), but due to space constraints in their warehouse, they send the total order qty while requesting daily deliveries. This way, the supplier is aware of the total quantity but ships it in smaller, daily increments.Basically we are looking for an operation like this example:  They manage a high volume of part numbers with variations in model, size, and color (matrix items), which adds complexity to the process. Has anyone encountered a similar scenario, and if so, what strategies have worked for you to streamline this kind of operation?We explored the option of blanket orders but having to generate 6 purchase orders is extremely impractical for the customer.Any insights or suggestions would be greatly appreciated!Thank you in advance.Regards.

For some time now the bills and adjustments screen is taking a long time to load. It takes around 8 - 10 seconds. We have 31k records on there. What can we do to improve this load time?

Is there a way to default the warehouse of the production order from the bill of material rather than the inventory item?

Is there a good way to clear out the messages in the email queue? We have a ton of garbage messages I would like to just delete. 

Dear experts,I want to make field Tax Registration ID required but a single space or multiple spaces should still be considered valid inputI implemented following event handler: RowPersisting, FieldVerifying, FieldUpdated but the value of this field is always null even though I input a space character “ “I don’t know if Acumatica might be automatically trimming whitespace inputs to null during data processing.Have you experience this kind of issue?

We have 4 budgets each year.  Original, F1, F2 and F3.  For example, in April we create a F1 budget  to enter actual results for Jan - Mar, and then adjust April - December for current forecasting. The problem is we have to open all the closed Financial Periods to get the revised budget amounts to import.    Is there a work-around?   

We are being tasked to create a Purchase Order for Landed Costs.  The customer has to call in subcontractor to use a crane.  They would like to able to track those costs to the items them are pulling off the truck and would like to make sure that the subcontractor is following the PO

Hello. I need a resulting statistic that shows me Inventory Turnover Ratio: (This measures how efficiently you sell through your inventory.)Has anybody done this yet on an acumatica dashboard, and if so, can you share the method here? Please and thank you