Discussion Forums

We have a customer that requires the use of data matrix barcodes containing multiple pieces of data (Item barcode and serial number). The Acumatica WMS will read this type of 2D barcode, but we are not able to print them in order to label items.What solutions or ISVs are available to allow us to print the product labels?

We are likely using Workato for our HubSpot/Acumatica syncing.  I am looking for suggested scenarios and triggers if anyone has planned this out.  We will not be using the CRM module in Acumatica.;• Customer Data to/from• Company Data to/from• Quotes to update deals in HubSpot• Big Commerce also will be in the mix. 

One of my clients recently had a very significant issue due to the way the Acumatica Customization Projects screen works when publishing customizations to the Customer Portal.  Because of the behavior of the publishing screens, a mistake was made that unpublished the portal project and opened up some security issues as the customization on the portal is used to restrict user’s access to Acumatica data based on some items such as the class of the user.Here is the scenario:We have a large number of projects published in ERP.  We have ONE project published in the Portal.  When you open the Customization Projects screen in the Portal, it shows all projects, both ERP and Portal.  The same is true in the ERP screen.  It shows everything.In ERP, we have the Selected checkbox saved next to all projects EXCEPT the portal project.  If you try to publish a portal project in ERP, you will get an error, which is good.If you open Customization Projects in the Portal, it shows all the projects and th

Good day CommunityMy client wants to change the rate of depreciation from 1 year ago, so I need to reverse the depreciation for the entire year and recalculate it. There are about 250 assets, so unless absolutely necessary, I don’t want to have to reverse and recapture them all.I also know I can reverse the batches one by one by copying them and making the depreciation a minus in each batch, but that will also take forever.I can’t see a way to use an import scenario to reverse each month, but maybe one of you has some ideas? I especially appealing to you, Laura02 as you’ve been so helpful on Fixed Assets in the past.Many thanks

I created a sales order, and the shipment has been confirmed with an attached inventory reference. Now, I need to delete the shipment, but since the inventory reference is in a released status, I'm unable to proceed. Is there any way to resolve this?

What are the ISVs available for Advanced Material and Production Planning and quality control for manufacturing client?

Has anyone been able to create supply type purchase orders without creating production order?Example:You have a raw material (stock item) You send this raw material out to get modified by a vendor (let’s say adding color to it) They do whatever they need to do to modify it They send it back to you and you receive it in as a different stock item (for us it’s another raw material we will then use for a production order) I understand creating the bill of materials with the service and the raw materials, but creating a production order to do this does not align with what we are doing (that is suppliers responsibility to have a production order).  So this is creating additional work for something that is a rather simple process. We simply want to create a vendor purchase order, pick the material needed to the purchase order and then receive it in as another item. I can’t find a way to pick raw materials to purchase order to capture that cost and include the traceability

Hi All,Please note that the blanket order cannot be canceled due to the issue mentioned below.All child orders have been canceled in the system, and there are no remaining related document links.  

Hello,I’m configuring Landed Cost in Acumatica for the first time. (version 2022 R1)The process seems clear but the end result is $0 adjustment to my item.  What am I missing?My example is applying insurance costs weighted by Cost Amount across 3 items on a PO Receipt.Purchase Order (notice, 2 non-stock items on lines 1, 3 and one Stock Item is on line 2):PO Receipt: All Items Received.Landed Cost:What I expect on Valuation:  Receipt line $13.30 and Adjustment line $13.30.What I see on Valuation: Receipt line $13.30 and LC adjustment line = $0.What mistake did I make?   Thank you in advance for your help!!

I’m trying to produce a list of project transactions with the related attachments.  I know I’d have to link PMTran to NoteDoc but once I’ve done that I don’t know how to add the attachment to the report.The construction module has a report that’s suppose to do this but it runs off of invoice dates instead of financial periods and seems to miss a lot of invoices that I know have attachments.Any suggestions?

After converting from 22R2 to 24R1, I’m now getting this error:The method or operation is not implemented. I’m not sure why since my class is deriving from the PXBqlTable class as required:https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=0f93d1d7-e0e5-b731-8677-4fb4fe145e0c Am I supposed supposed to implement the GetBqlTableSystemData() method?  How?Here’s my class:[Serializable]    //[PXHidden]    public class InventoryItemPrintSelectFilter : PXBqlTable, IBqlTable    {        #region Selected        [PXBool]        [PXUIField(DisplayName = "Selected")]        public virtual bool? Selected { get; set; }        public abstract class selected : PX.Data.BQL.BqlBool.Field<selected> { }        #endregion        #region InventoryID         public abstract class inventoryID : PX.Data.BQL.BqlInt.Field<inventoryID> { }         protected Int32? _InventoryID;         [StockItem(Visibility = PXUIVisibility.SelectorVisible)]         [PXDefault] public virtual Int32? I

I am prepping to launch an additional Shopify store and would like to complete some integration testing with other customizations in a recent copy of our production tenant. I just want to be sure that activating a store in the Test Tenant will not count towards our Max Number of Stores of our license, preventing me from enabling in Production at go live.  Can anyone confirm this? The test tenant is in the same SaaS instance as our production tenant (not a stand alone sandbox).    

Please note,Shopify does not immediately fulfill gift card orders automatically. It is by checkout settings. Even if fulfilled, Acumatica will import these orders. Acumatica will not import only the Archived orders.  So with that, what I would suggest you is either you should make Gift Cards not be fulfilled automatically or make the order not to be Archived as soon as it is fulfilled. I would go with the former.Please see the below screenshot for more clarity. It is excerpt from Shopify Checkout settings.  

How can I link AR Prepayment to a project in the beginning of the project without making invoice first?

On SOOrderEntry the Contact field has AllowAddNew set to True in the aspx. I’d like to default the BAccountID field value on the screen that pops up (CR302000).When you click the + button on the Customer screen under contacts, I see that button is really a PXAction hiding as a new record button. In that case, the contact that is created is automatically assigned to the Customer’s BAccountID.Is there an event that I can intercept when the AllowAddNew button is clicked? Or should I add my own button and hide the existing button?

Hi All, Close financial period in payable for 10-2024 Not able to close the period even all unreleased documents are cleared , But for other workspace all are closed only for AP  iam not able to closeattached screenshots for your reference

We’ve had contracts set up after a number of bills have been entered so I now have a mix of costs in a cost code - some recorded to a contract and some not.Since the contract was set up for it’s full value I now have open commitments that will never be release.I’m trying to find a query or a report that will show me all of the transaction for a project/cost code AND include the subcontract number for each line.  Once I’ve identified transactions that should have been part of the contract I can enter a reclassing entry reducing the amount recorded without the contract and increasing the amount billed to the contract.Here’s the kicker, I can’t find the subcontract number captured in PMTRAN nor GLTRAN.Besides the billing screen of the project, the only other place I see the subcontract is on the bill input screen.Can anyone point me to where this data is stored?

Hi,I am trying to setup a financial report template for a client and I am trying to have a different formula for the expenses. Currently, the budget variance is currently set to subtract the Budget amount from the YTD amount. However, they would like to have it set the opposite for only expenses. Is there a way to achieve this?   Thank you,Joey

I am trying to automate the creation of an AP bill to a specific vendor “AP5166791306” each time a particular payment method “AP CC” is used to pay a bill. To elaborate, the “AP CC” payment method will be used to record payments made with a credit card to close out open AP bills. Once that happens, we want to automate the creation of a separate AP bill to the associated credit card vendor “AP5166791306” for the amount of the payment.I am using a GI which only returns payments paid with the “AP CC” payment method. The business event is set to trigger by each record, each time a record is inserted. This part of the solution works consistently, meaning every time I create a payment in AP using the “AP CC” payment method, the business event runs successfully.The business event has an import scenario subscriber which is intended to create a bill in the AP bills and adjustments window, using some of the results of the GI used to trigger the business event. The GI is simply a copy of the “Che

Hi Team,I’m working on customizing the Modern UI in the 24R2 (24.193.0116) preview version. Specifically, I’m adding a new tab to the Sales Order screen and have created a new field, UsrIsMagentoOrder, which I’ve included in the corresponding .html and .ts files.However, I’m encountering issues when running the following commands:npm run getmodules npm run build npm run getmodulesnpm run buildI’m receiving errors with these commands and am unable to see the changes reflected on the screen. Any guidance on resolving these errors would be greatly appreciated.Thank you!

Hi, I have created a new endpoint in acumatica and then entity of payment in it, Then i tried to create a record using the API but the payment Tab is null and the main summary is created.My query is :http://localhost/PR00000009/entity/Bank/22.200.001/BankDeposit?body: Entity : Below is the screen shot of the screen. The summary is created by PUT API but payment is null. What should i do in this case ?  Response:  

We have used the Acumatica Instructions and created an AWS server, installed Acumatica, I can use RDP to login to the AWS and access Acumatica with the Local Host.   We now want to be able to access this sales demo from a public URL without having to open the RDP.   I believe this would be done with IIS, but havent had to configure anything like this is a long time.  Goal would be to access the SalesDemo as Https://<Domain>.AcumaticaDemo.Com Thanks

I am trying to create a CSV export with a fixed header line that has two fields and detail lines that have 4 fields. Is this possible from an export scenario? How can I format the data provider/export scenario to accomplish this?I am trying to achieve the format below 

Hi! I am trying to automatically assign task ID to tasks that are created from closed opportunities. Is there a way to assign task ID to these tasks if they don’t associate to any projects? I know Task ID are usually the identifier of the project task, and it can be defined by the PROTAST segmented key on the Segmented Key Screen. Is there another way to create these ID so they are not just project task because they don’t relate to any projects?