Discussion Forums

Hi, I’m working on export scenario which will give the output Text file. One field on the Data provider having String Data type and 35 Data Length. so the export file will have the space for the empty space as follows.Data providers as followsCan I setup a variable Data length for this String? ThanksDesh

 Our accounting staff want to slice and dice our financial reports by:     -department    -customer type (customer, reseller)    -line of business      -customer vertical     -business unit (sales staff are associated with one of a number of business units)We have set-up a sandbox environment which has two segment subaccount (business unit and line of business), but our account staff have articulated adding sub accounts (or whatever feature) will allow us to slice and dice financial reports by the above areas.From a “leveraging the defaults” (e.g. default posting group), we were able to set-up our sandbox so that our transactions would default for the right line of business and business unit when we had two segments.If we go to four segments, I suspect we might not be able to really leverage our set-ups to really achieve the financial slicing and dicing as required. Have you set-up more than 2 segments and how did your default posting code set-up work for you (were you able to acheive

Hi, Executing the InventoryAdjustment in Postman I get the following known error:"error": "Inserting  'IN Transaction' record raised at least one error. Please review the errors."And in the details:"LotSerialNbr": {                "value": "--MFP73565",                "error": "Lot/Serial Nbr. '--MFP73565' cannot be found in the system."            },Creating the InventoryAdjustment using the RestClient also gives an error, but it only gives me this error “Inserting  'IN Transaction' record raised at least one error. Please review the errors." when catching an ApiException. If I check the ErrorContent it is null. How can I get the same result in the RestClient as in Postman where it returns the Lot/Serial Nbr error?I am using version 4.1.0 of the RestClient client nuget package in c#.

Hi all,I want to set up approval map when user want to activate project again  after complete it?My idea is set up 2 steps but it not work. Can you advise me how to achieve that? 

besides the customers screen , sales order screen (shipping tab and also line detail) and shipment screen (line detail) , where else the shipping rule is defined?

I’m wondering if anyone here is using Safari on macOS/iOS/iPadOS -- i’ve been experiencing this issue for more than one year and I’m still seeing it with the latest 21.1 release and latest Safari updates. A few times per day when accessing an Acumatica site I’ll see two tabs. First tab contains the navigation bar and inner frame, and the second tab just the inner frame:It is really annoying, and I have yet to find any way to replicate this constantly so it’s a bit hard to file a bug report through support... 

Hello - Under the Finance Module, we have Financial Statements with all of our properties Profit & Loss statements and Balance Sheets. Now, whenever I create a new one, it just adds it to the end of the list on the main finance module screen, instead of sorting in alphabetical order. Is there a way that I can change the order of the list?Thanks! Any new statement I create gets added to the end of this list, and I would like the ability to dictate where it gets added to the list. ​​​​​​

Is anyone experiencing issues when clicking into a project or task, the new window opens an empty project or task instead of the populated one you opened up? If I then go back to the original screen and open it again, the correct project or task will open up.

Is there a way to print a vendor bill or a cash purchase with all line item details for that matter? We pay our subcontractors but they don’t submit an invoice to us, so they need to be able to see what line items we paid out for on each check that we print. It seems like the check only shows the bill # or bill description with some report modification. 

Hello,   Two languages are set and active in my Acumatica instance : English and French.I currently log with french localization.Several of our customers need to receive their invoice in english version.I thought that set the local field on the customer screen would provide the correct the result but no : The printed invoice is always displayed in french version.The only way I found to get the english version is that : The user who clic to print/ send the invoice is logged with english on the logging page The user set “En-US” of parameters besore executing the repport .Is there any other way to send to english customer, english version of their invoice ? 

Hi Guys, Im having a little issue with redirections.I receive these errors:After I attempt redirection from here:The ‘Press and Glue Log’ works fine…My DAC key fields: #region DocNbrpublic abstract class docNbr : BqlString.Field<docNbr> { }[PXDBString(15, IsKey = true, IsUnicode = true)][AutoNumber(typeof(ISOSetup.autoNumberingQC), typeof(GCQCRecord.date))][PXSelector(typeof(GCQCRecord.docNbr), typeof(GCQCRecord.batchNbr), typeof(GCQCRecord.date), typeof(GCQCRecord.sOOrderNbr), typeof(GCQCRecord.status), ValidateValue = false)][PXUIField(DisplayName = "Doc Nbr", Enabled = false)]public virtual string DocNbr{ get; set;}#endregion#region BatchNbrpublic abstract class batchNbr : BqlString.Field<batchNbr> { }[PXDBString(15, IsKey = true, IsUnicode = true)][PXSelector(typeof(AMBatch.batNbr), typeof(AMBatch.docType))][PXRestrictor(typeof(Where<AMBatch.docType.IsEqual<Messages.move>>), Messages.MoveNotFound, typeof(AMBatch.docType))][PXUIFie

We are looking for a way to “turn off” items that are discontinued or sold out when gone once inventory is depleted. We’re not necessarily looking for an event to be triggered in Acumatica (purchase or transfer), but a way to identify and track when inventory is low for specific SKUs would be helpful so they can be set as Inactive. 

Hi allIs there a way to create GI with the Inventory balance? We need to create it with inventory transaction details such as receipts, Adjustments, etc and it should include dates and batch numbers, and ref numbers also. I have tried to create it with INregister and INtran tables. But it did not work as the landed cost variance details are also fetched to the GI. Thank you! 

There are times an invoice is created accidentally and we need to reverse it but, for customers with Credit card terms, if we try to reverse an invoice, we get the error in the screenshot attached stating the customer does not have a braintree method set up. We do not want to refund the customer, just to reverse the invoice. This customer in the example screenshot pays with cc but he does not store his cc when he places orders, so we cannot set up a braintree profile for him. In these situations, how do we reverse an invoice for a customer with credit card (BPP) terms without having a braintree profile set up?  

Hi All,I want to add a condition to a generic inquiry to filter timecards created on last week. To do that I think that I would need to compare EPTimeCard.WeekID with current WeekId. Is there a way to populate Value field of GI with current WeekID ? Thanks

I am writing a custom DAC that uses the GLTran table.  The default GLTran DAC will filter on the FinPeriodID field in the format MM-YYYY, however stores the field as YYYYMM.  When i try to use the field directly in GI conditions I have to specify the financial period ID as YYYYMM to get the results.  What do I need to do in my DAC for that field to operate in the MM-YYYY form like it does in the stock GLTran DAC? I tried working with something like this:  #region DB Calced Formulas using FinPeriodIDLeft4 = Use<Left<GLTran.finPeriodID, int4>>.AsString; #endregionHowever, I do not know how to swap the first 4 and last 2 of the field value in order to make it work like the stock DAC does. Thank you in advance!

In the latest version of Acumatica does it allow for me to have multiple companies in the same tenant, each with separate GL Chart Of Accounts?For example, if I have one tenant but two companies, can each of them have their own separate GL and Chart of Accounts.  Or do they have to share the GL Chart of Accounts?Thank you,Netadmin

Can we set up Acumatica to only allow the printing of a Shipment Confirmation once the Confirm Shipment button has been pressed, and not before?

When scanning 3 different documents, the scanner sends each document as a separate email with its own attachment. However, only one of the emails and its attachment gets downloaded into Acumatica. The other two emails remain on the email server and are still visible in Outlook.Could you help identify why Acumatica is not processing all the emails and attachments? Are there specific email processing or configuration settings I should check to resolve this issue?

Hello, We are running into an issue where, when we manually update the Alternate ID on a SO line item, this change is not always saved by the system. This can happen even if the alternate ID is blank. However, this error is not easily reproduced and seems to happen at random. Any ideas on what could be causing this behavior?   Thanks!

Can i add a UL label to a BOM?

Acumatica Snapshots can be tricky, but they are extremely useful.  If you are unfamiliar with the feature, Acumatica’s snapshot system is an amazing ERP feature that lets the customer export and import a company’s data into/from a zip file full of files that represent the data of SQL tables in the ERP.  With Snapshots, you can create a copy instance of an Acumatica site by company.   It’s an incredibly powerful tool that gives you a lot of power over your data.  Customers can create copies of their sites for testing, experimenting, or for historical analysis. I’ve been using snapshots to troubleshoot customer issues since I started working with the product in 2013.  No longer did I have to go through the nerve-wracking process of troubleshooting an issue in a customer’s production environment.  I didn’t need to get a customer to allow me access to their system so that I could poke around, perhaps send a SQL query via the chat window, and desperately try to infer the issue in the time a

We are in the process of implementing Acumatica for our manufacturing and distribution company and are looking for a new platform for our website and product guide. Currently, we have several custom-built style sheets that pull data from our old system and create a professional looking product guide. The guide can be viewed in PDF from our website or printed. Are there any platforms that offer this type of functionality out of the box or with minimal customization? Thanks! 

Where in the access rights by user list will I find the option to disable certain user roles from being able to release sales orders and invoices from credit hold?

Hello everyone, My company is currently on Sage 300 CRE, looking at moving to Acumatica. We’re heavy Procore users and the lack support for syncing prime contracts and prime C/O’s between Acumatica and Procore in the past has prevented us from making the switch. I understand that this feature has been enabled in a fairly recent release, but so far the references we’ve been sent by our Acumatica & Procore resale partner are not using this feature. Has anyone actually enabled this feature that would be willing to hop on a quick video call and show us how it works?