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We are looking for a solution to be able to enter and edit Service transactions when there is no internet or wifi available. Our customer’s service techs are often working in cooler where it is very difficult to get service on their mobile devices.Any guidance is greatly appreciated!

Hi All,Does this function available on 23R1 (23.105.0016)?

Hello,We are currently using the Send email function and selecting a notification template to build out the email body and file attachment. The body and to/cc from the notification template are working correctly just not attaching the invoice.Notification template:Email activity: no file attachment Thank you,KT

The PXDBWeblink field currently opens as a new tab.Does anyone know if it’s possible to have it open as a new window?

Good day! Have you guys encountered any issues when unable to delete the on hold issues document?Basically, we wanted to delete issues document because of incorrect branch. Our organization doesn’t apply the inter-branch mapping in Acumatica. Therefore we would like to correct this issues document. If we create issues document directly, we don’t have any issues to delete it.UpdateIN has been performed and the shipment has been confirmed. We had even tried to cancel the Sales Order but unfortunately system says: SO Error: The 20SO2024-000041 sales order cannot be canceled because some items have been shipped. No invoice has been created and released yet. The issues document seems like floating and we are unable to delete it.Anyway we can resolve or reverse the document apart from apply inter-branch mapping?   

Dear all,Is there any specific license for additional users in Non Production Environment of Acumatica?We needed 5-10 users for like 1-2 months only in Non Production Environment. Our current version is Acumatica Cloud ERP 2023 R1 Build 23.112.0032 +.   

Hello, I am trying to update Vendors. When I try to import it, it pops up with an error saying “The key cannot be updated at this time. Try to save your previous changes first.”.Here in my mapAnd the errorThere are no errors showing up on the lines of the import.What could be causing this? Thanks!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Upcoming October | November 2024 Acumatica User Group MeetupsNovember 6th - Join the NE Acumatica User Group and then RSVP HERENovember 20th - Join the Wisconsin Acumatica User Group and then RSVP HERE How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. Dipak Nilkanth - Acumatica Community Featured Member for October 2024Meet Dipak Nilkanth our Acumatica Community Featured

I made an import scenario that creates production orders. Is it possible to have it release the production order in the same import scenario? I added “Release Order” to this import scenario and it will error and say “The Release Order button is disabled”. It seems to me that it needs to wait a moment after creation before it becomes available but I dont see a “Wait” or “Sleep” option in there. Am I missing something in my import scenario to make it work? Or do I need to have a separate import scenario to release them after they have all been created? I am using 2024R1 build 24.112.0026. 

Should CTP work with configured items?  The items are manufactured and have the BOM and Configuration ID included on the Manufacturing tab of the item.  The item’s source is Manufacturing.  When we try to process CTP from the sales order we get the error message, “Changing the source will delete the current configuration.  Are you sure you want to proceed?”, as seen below in the screenshot.  We would like to utilize this feature so the person keying the sales order can verify the item can be produced by the requested date while speaking with the customer.  

I was looking through other forum posts trying to find a solution to a long standing request regariding Inventory Valuation report where my supervisor would like to run it by date, he linked me to this post  which I have already gone through before but hit a dead end as they state you can use an If statement to allow the date range to be input but I cannot seem to properly format this nor wrap my head around how the parameter would correctly engage the data sets the way they have shown it built. any help with this would be greatly appreciated.

On the Shipments Screen, I overrode the Print Shipment Confirmation button so that I can direct the print job to a specific printer on the Device Hub.  It works.  But I want to specify a number of copies.  There is a printer parameter NumberOfCopies but when the print job is sent to the Hub, it seems to be ignoring the parameter.//THIS WORKS but only prints one copy even if NumberOfCopies is greater than 1//PrintSettings printSettings = new PrintSettings()//{// PrinterID = printer.PrinterID,// NumberOfCopies = iCSPrintHubActions.NumberCopies,// PrintWithDeviceHub = true,// DefinePrinterManually = true//};//PXGraph.CreateInstance<SMPrintJobMaint>().CreatePrintJob(printSettings, reportID, parametersDictionary, "Shipment Confirmation", CancellationToken.None);//to use this you must uncheck Use Parallel Processing in the Device Hubfor (int i = 0; i < iCSPrintHubActions.NumberCopies; i++){ PrintSettings printSettings = new PrintSettings() { PrinterID = prin

I have created an action in a custom screen graph which is responsible for setting some field values base on few complex conditions. These conditions are based on DACs except the main DAC of the screen. Since it does few DB updates can’t use the Row Selected event also. is there any way to call that method just after initialization of the screen?Note: Topic Should corrected as “How to call an action just after initialization of a custom Screen”

I have created an email notification in Email Notification for ACH payments that includes the date and amount of the bills and payments in the email, but the formatting is not carrying over from the formatting on the records in Acumatica. An example of my email is below: Payment of $2850 is in process from via ACH for the following transaction details:    Bill - 123456 - 9/2/2021 12:00:00 AM - Services Provided - $1500    Bill - 123568 - 8/23/2021 12:00:00 AM - Services Provided - $1350  Is there a way to get the date formatted without the timestamp and the numbers to format with a comma and decimal point along with the zeros?

We have large service orders with many lines - each line represents a task at an appointment and we can have up to 20 appointments. There are often times when a task can’t be completed at an appointment. We want our service techs to be able to indicate a reason code when a task is not completed, and a free text field to indicate the reason - and of course we want to be able toe easily report on these reason codes on a weekly basis. See example of an appointment task and what we would like to see: Inventory ID - Service L1 - Status - Not Performed - Reason Code - 04 Wrong Measurement - Reason Description - “Client provided wrong measurement”. Is there any way I can get a field like reason code in the Detail section of Appointment/Service Orders without a customization?  I see there are attributes associated to the SKUs which are used in the Detail section but I don’t see any way of adding those attributes to the Detail section. I am also able to add attributes to the overall SOR/Appoint

Has anyone created an integration with Vena Solutions? https://www.venasolutions.com/

Hello! Is there a way that we can get a status changed date into a report not viewing by the Audit History? Amanda

Hello everyone,I'm facing an issue with a custom Acumatica screen that involves managing customer records (SanitationCustomer). I have a custom graph (SanitationCustomerMaint) and DAC (SanitationCustomer) that allow users to select a different ClientID using a selector. The main problem occurs when switching between tabs and updating the ClientID.Here is the specific issue: When I update the ClientID from the General tab, the customer information is correctly updated for fields such as name, address, city, etc., and all the related views are refreshed accordingly.   However, when I switch to a different tab (e.g., Brewers or Invoices) and change the ClientID, the new ClientID appears to be set, but when I navigate back to theGeneral tab, the customer information shown is still from the previous ClientID.  Additionally, if I save a new record to a related view (e.g., AssignedBreweries), it gets associated with the previous ClientID instead of the newly selected one. using System;using

HiMy asset already fully depreciation with 100 salvage value. After that, i want to change the salvage value to 1. Is there any option to trigger depreciation for amount 99. Asset with fully depreciation status, we cannot trigger Calculate Depreciation process.  Thank you,Nas 

How can I retrieve the date when the status of a sales order changes from 'Open' to 'Completed' using a Generic Inquiry.

We’re using the ShipEngine carrier integration - the only options allowed for insurance ‘Carrier’ and ‘Shipsurance’. Curious what others are using for insurance outside of these options?  

I'm trying to set up an import by connecting to an Amazon S3 bucket via SFTP. However, I keep encountering an error stating that the openssh key type is not supported.The key was uploaded to the Encryption Certificates screen as a text file. The File Synchronization was configured with the SFTP details to connect to the Amazon S3 folder.  I tried ssh-rsa and ecdsa key formats but Acumatica rejected both. I am able to access it with no problems using FileZilla, but I am not sure how to configure it in Acumatica. I couldn't find any Acumatica documentation on configuring SFTP or what file transfer policies are supported.Has anyone successfully configured SFTP in Acumatica?

When setting up a 1099 Vendor where do I put the D/B/A info to correctly print on a 1099 form? Thanks!!

Hi! Is there a way to identify $ amount of what is shipped on a SO and the $ amount of what is not shipped on the SO and put them both in one GI? I am guessing you can’t do this but would like to be confirmed. Any ideas on if this is possible?Right now I have a GI where I’m using the formula qtyhardavil >= openqty to determine where an item on the SO is Shippable or not. Not what has shipped and not shipped from the SO.Thanks!

Hi, is there a way where I can show all stock items their QTY on hand, available, location, and lot/serial number all on 1 GI? similar to inventory summary screen (whether it has a lot/serial or not) but in GI form? It seems like they are two separate tables being I would like to show lot/serial number as well. any thoughts are appreciated.