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Hi All, I want to add a related Item to SOLine in a sales order programmatically. I tried to find a relationship between SOLine DAC and RelatedItem DAC. But I was unable to find a clue to proceed with this requirement. Any help would be much appreciated. Thanks

Hey everyone, I have looked at all of the online help regarding planning buckets and I still don’t have a good grasp as to what a planning bucket actually is and how I should set them up. Can anyone help further explain what they are for? Thanks!

On different forms related to UPS carrier integration users might see error "Access keys are no longer available. Please reconnect account number using OAuth". To resolve it follow https://help.shipengine.com/hc/en-us/articles/27535412505115-How-to-Reauthorize-Your-UPS-Account

Hello!Documents need to be approved is updated in the dashboard and inquiry for the dashboard is taken from the Approvals form. We want to show the project ID of the document to the dashboard but unfortunately Project ID is not in the Approvals form. Hence we create another inquiry joining Approvals form and the document but it seems not accurate. Is there any possibility to join the Approvals (EP503010) form and the Bills and Adjustments (AP301000), if so please assist me. Regards Amanda 

Is there a report that totals prepayments by purchase order?  I am only looking for amounts that have actually been paid, not in process.

Hi Community!I have created a pivot table that counts Orders and Lines per day. How can I then add a column that averages the two totals in the pivot table or is this something that can only be done using Velixo?  

Hello,On Acumatica Cloud 2024 R1I’m using the end point Default/23.200.001/Payment (also tried with Default/22.200.001/Payment) After creating a SaleOrder, I’m trying to add a Payment for it using the web service, but I’m stuck in error returning from the API with this message:{ "message": "The request is invalid.", "modelState": { "": [ "An exception occurred during input parsing" ] }}I’m not sure what is invalid, I’m using the same JSON format I used to create the sales order, here is my payment POST request: { "Type": { "value": "Payment" }, "CustomerID": { "value": "1047204" }, "ApplicationDate": { "value": "2024-10-18T11:00:51" }, "PaymentAmount": { "value": "439.22" }, "PaymentMethod": { "value": "ONLINE" }, "PaymentRef": { "value": "86561" }, "CashAccount": { "value": "11140_____" }, "AppliedToDocuments": [ { "Type": { "value": "SO" }, "ReferenceNbr": { "value": "86561" },

Hello Acumatica Community,We have developed a customization that requires storing an API Key, but we need to ensure that generic users cannot access it. Our initial approach was to save it as a password field in the database. However, we noticed that this method still allows the key to be read as base64 from snapshot files, which can then be converted back to the actual key.Our customers are mostly using SaaS instances from Haufe, so we're unable to modify snapshot configuration files directly. Therefore, we're looking for solutions to either:Hide or secure the key in a way that prevents it from being exposed via snapshots, or Exclude the custom table that stores the key from being included in snapshots through a customization project.If these options aren't feasible, is there a way to manage the key externally or implement a similar secure solution like dynamic encription?Any suggestions or insights would be greatly appreciated. Thank you!

Is there a way to configure the system or the web browser which allows you to preview/ view attachments, without downloading them?  If I just want to reference them, I don’t necessarily need to download them.

hi, All. We have one screen name bank deposits. I am trying to put data in ths screen using API. I have extended the endpoint and add this screen in webservices. But when I am calling put method it returns an error.Can any one please guide me on this 

We have a customer in the medical manufacturing field. They need to transfer approximately 12 years of transactional data to Acumatica from a legacy system. We know this is not the norm - but being in the medical industry they need to be able to track any medical equipment manufactured by lot number sold to their customers. Backward and forward tracking.What would be the best approach to import this data? Anyone with similar requirements?

Recently our Acumatica site was down for a full day of work. We are service based and have techs out in the field all day. With the site down we were unable to access appointments and eventually we had to send all techs home.This triggered us to realize we need a Disaster Recovery Plan. I wanted to see what others have done to make sure you can still function if your Acumatica site goes down?

Hi,  I have a requirement to create a journal voucher by import scenario and via a business event. The voucher needs to be created to the end of previous month always. Example : If the business event triggers in October the voucher needs to be created to the date 31st of SeptemberCan you please help me with setting this up in the import scenario? Thank you,Dulanjana

Hey All…. I’ve used MYOB V18 desktop version for 20 years, well last week I started a new job and they are using MYOB Acumatica! HELP! 🤣So…How do I do a monthly revenue report? So i can see all the months!Also a monthly profit and loss report, showing each month.Thank you 😖🤣 

Meet Dipak Nilkanth our Acumatica Community Featured Member for October 2024. It’s great to have you as part of the Acumatica Community @Dipak Nilkanth! I’m Dipak Nilkanth, an Acumatica Developer at Tayana Solutions with over 3+ years of experience in the Acumatica ecosystem. I am passionate about exploring the platform, enhancing my skills, and sharing knowledge with the community. Being active on the Acumatica community site has given me the opportunity to learn from others while contributing by helping fellow members solve problems. The Acumatica community has been a great space for me to not only share knowledge but also to learn from other professionals.When I’m not deep into Acumatica, you can find me enjoying a game of cricket, spending quality time with my friends. One of my greatest joys is hanging out with my nieces and nephews—my brother’s daughter, Veera, and my sister’s son, Kiyansh  who always keep me on my toes!. Watching them grow and being part of their lives brings a

Hello,         I have a requirement to display all invoice lines and its related shiplines(the key is the shipped 0 line, which has not converted into invoice) by invoice#         I can get the data using the sql below: select* from ARTran a full join SOShipLine c on a.SOShipmentLineNbr=c.LineNbr and a.SOShipmentNbr=c.ShipmentNbrleft join SOOrderShipment b on c.ShipmentNbr=b.ShipmentNbrwhere a.RefNbr='xxxxx' or b.InvoiceNbr='xxxxx' The key here is the “or” where condition. However , when it comes to report designerI can only either group by artran.ref / arinvoice.reforgroup by soordershipment.invoicenbr either way, I would get data lost.       

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 MeetupsOctober 23rd - Join the Greater Chicago Acumatica User Group and then RSVP HERENovember 6th - Join the NE 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 Feat

Hey folksMy ultimate goal is to have the ability to DAISY CHAIN Automated Schedules (tasks) much like you can do via SQL (SMSS).  As far as I can tell the ability to daisy chain multiple tasks DOES NOT exist in Acumatica (within AUTOMATION SCHEDULE).  I have the need properly launch multiple schedules tasks that are dependent on each other.   I need to know start and end time of a given task in order to do this correctly since daisy chain is NOT an option.  How do I display FINISH time in either the AUTOMATION SCHEDULE STATUSES and AUTOMATION SCHEDULE HISTORY screens? The ability to daisy chain tasks would be great for Acumatica to have, I’ll create an idea assuming that the functionality doesn’t currently exist.  Anybody got any bright ideas on how to handle?

Hello,Client has shipping integration and 2 thermal printers configured via DeviceHub.  1 printer has FEDEX label stock and the other printer has UPS label stock.When I click Print Labels from the shipment screen, it downloads a ZPL file.Where specifically do I specify the printer for the labels so it doesn’t downoad the ZPL file?Can I specify which of the 2 printers to use depending on whether it is Fedex or UPS? Thanks!

Hello, me again 😅 In the file I'm working on, I have a situation where the warehouse for some part numbers is not displayed.I added a formula to replace the blank spaces with the selected warehouse, but it gives it to me in the form of a number.Is there a way to change it to text?Can this formula be defined from the table relationship? 

Hello, i am trying to update multiple field values using a business event action attached to a GI. My Import Scenario has all necessary fields, but my business event won’t work.I always get the following error and we can’t see why he would need this. The Formula for “Type” returns the Shortcode for Dropship - so just DP.  I created:Generic Inquiry Data Provider (Business Events) Import Scenario Business EventAny ideas? We are clueless.

While confirming shipment i am getting below error how to fix this so it could not replicate in future as well.“One or more lines for item '202-00113-102' have quantities that have not been packed.”  

When we try to scan and receive non-stock items, we are getting stuck on the step where it asks for a location of the product. These products are non-stock, thus no inventory location to receive to. Are you able to use the scan feature for non-stock items? If so, what are we to put i the location field when prompted?

How do we unlink a Sales Order from a Service Order? The Sales Order should not have been created in the first place, but it was - and 2 lines linked from the Sales Quote and the Sales Order are linked to the Service Order. Both the Service Order and Sales Order are “stuck”. We want to only bill the customer off the Service Order and cancel the Sales Order all tyogether, but Acumatica will not allow this. The Service Order is Complete but cannot be billed because of the link to the Sales Order. Suggestions? 

Here is the URL that has been working for well over a yearhttps://companyx.acumatica.com/ODatav4/companyx/PX_OBJECTS_AR_ARADDRESS?$format=jsonStarting on October 8th, 2024. the Azure Data Factory pipelines started failing with the error ”ErrorCode=RestCallFailedWithClientError,'Type=Microsoft.DataTransfer.Common.Shared.HybridDeliveryException,Message=Rest call failed with client error, status code 404 NotFound”I am hunting for a change notification or something regarding the URL needing to be updated or something, but I am not having any luck. Thoughts?