Discussion Forums

If I am using Seasonality, should I be Calculating and Applying the Replenishment settings at the beginning of each period in the season calendar?  Or does the system automatically update them when that date is reached?  

Sanity check post.Going through all my options within Acumatica I have found it lacks the support around bulk updating customers and the salespersons linked to it. My first attempt was building a GI or using the Customers GI and enabling mass update. This did not work as Salesperson was not an available field.Next step was I saw a couple post on using an import scenario that could update the salesperson and use of the " <Line Number> = -2 " to delete the existing salesperson. That would of gotten me close but still felt that was not very easy to accomplish for most with the system.The solution I landed on was developing code to call the Customers Endpoint and expand to include Salespersons.https://YOURURL.acumatica.com/entity/Default/22.200.001/Customer?$expand=Salespersons&$filter=CustomerClass eq 'YOURCUSTOMERCLASS'I added a filter to give me all customers within a certain class as we have our salespersons aligned to customer classes. From there I looped through each custom

Hi All, We have a customer needing a USMCA Form out of Acumatica. I know there is the Canadian Localization but this is really not applicable to them for being based in the US and just exporting on a somewhat regular basis to Mexico and Canada. Does anyone have a good approach to the USMCA Form or is aware of any native Add-ons that would solve this? Thank you!

Hello, I’m creating a new payment plugin to do integration with cybersource,I created the payment plugin and added the payment processor succssfully but the problem is that I can’t add a payment method linked to this new payment processor, please see attached imagesUnder the processing center payment method tab, there is no payment methods when I go to fininace → payment methods and then add a new payment method I can’t find the new processing center under the payment method idnot sure what is missing? the acumatica docs are not helpful so I’m not sure why it doesn’t show any payment methods availabe, is there anything I miss to add to the payment plugin, thanks in advance

how to enter a receipt and invoice at the same time in acumatica

Is a customer able to customize a template in AP doc recognition to make it specific to a particular vendor?

Is there a way in the mobile app to complete a simple “shipping” process without having warehouse management?  A quick way to mark a sales order as shipped for “will call” type orders? Thanks,N Shah

Hi ALL,Can someone explain how to use Sort Location of Location Table in the Warehouses Screen ?   Best Regards,NNT

Hi All,I am attempting to create an import scenario that allows the deletion of time activities. The time activities in my file have the complete status, none in the list are released. Looking at the DAC Note ID is the key field. The records that need to be deleted are across a few months. I keep getting the following error:  I know I am missing something in order of operation or an additional field that needs to be part of the query but have been at it for a bit now and thought I’d see if anyone on here had experienced it or had been successful in doing so before. Please see screenshot below of current import map.  

i want to display the attributes on my report i cant find his relationship to the customer 😅  

When getting started with Power BI and Acumatica, it seems there is a pbix file that one can download from Acumatica.Here’s how desktop installation works:Download and install Power BI Desktop from the Microsoft Site Prepare an Acumatica site in version 2020 R1 or higher (note: older versions of Acumatica require a different installation process) Download the .pbix file (request this file from your Acumatica Partner). This Power BI Desktop file contains queries, visualization settings, data models, reports, and Sales Demo dataAs an Acumatica partner, I am unable to find this. Does such a file exist, and where can one find it?Thank you.

Hi, how to i create an article on the portal?Tried creating a wiki but can’t seem to add new article 

Is there a standard way to prepare invoice for packed items only? we are using Pick, Pack, Ship option; and only want to ship items that are in the packed column of the shipment, regardless of them having been picked.

When I publish customizations to multiple tenants, it gets through the validation stage, during the publish the browser crashes and I get this screen? Any idea how I can look into this issue?   

Hello, I’m working on getting an import scenario to help auto apply payment balances to invoices. For some reason, the whole payment is not being applied to the invoice. The auto apply button works, but I’m wanting to be able to do this in bulk, and automated. Here is what we are seeing:  I can manually click auto apply and it updates the amount paid to the correct amount and the invoice/payment can both close out. When I tried adding that to an import scenario, the auto apply action would add in random miscellaneous open payments to the invoice.Any help improving this import scenario would be greatly appreciated!

We would like to schedule purchase receipts. In the past I have seen ERP’s have the ability to view and schedule a dock time calendar. Some companies even require carriers to schedule a time before arriving at the dock. It would seem with Purchase Receipts being a separate table from Purchase Orders, one might have ability to easily “schedule” these receipts and view them in calendar form. Does this functionality already exist? 

Are there any effects on Inventory if we set the Item Warehouse Details but do not wish to use the Acumatica Replenishment. And is it okay to use this form as reference data for 3rd party replenishment application?

Hi,Selectors for which, the ‘Filterable’ property has been set to ‘true’ on a PXSelector, allow users to define their own filters in selectors when using Acumatica.  For example, this is the case for the selector that allow to enter/select a purchase order number (see below).However, this does not seems to apply on GI, when the same field is used as a paramater on a GI.Does someone ever notice this behavior ?  Any idea on how to fix this ?Best regards,Yoland

Hello guys, I am having an issue with a report I am modifying in preparation for a new process improvement project we are undertaking.The report in question is our manufacturing call off report with then redirects to our label report to print the labels for the item to be manufactured.When I click the redirect:It takes me to the report desired however, it is blank:However, if I go into the parameters, leave them as is, and press run report, the report prints as expected, with the parameters set from the redirect in the call off reportHere are my Params:Call off ParamsLabel Params 

With all the hype around AI, particularly large language models (LLMs), you may be one of those people who had their mind blown by what questions ChatGPT (or something similar) was able to answer. And being the forward thinker you are, you thought “Surely this thing could answer some Acumatica questions.” You gave it a shot, and somehow you ended up here, reading about why (according to me) the shortcut you discovered might not be as cool as you thought. There are a couple fundamental problems with using LLMs in this context:  They are “smart” or rather, they sound smart. To someone who isn’t familiar with a topic, they sound like they really know what they’re talking about – like some people I know. Even if they really have no idea, they’ll take their best guess, but rather than tell you, “My best guess is ___,” they’ll just pretend they are completely sure. I don’t know about you, but if I’m getting a “My best guess is ___” answer, I’d like to be told that.  They are trained on publ

I am building an Export Scenario using data from the Invoices and Memos screen name.I am mapping the Post Period column from the Invoice Summary Source Object which contains an example value of  "082024"I would like to use the LEFT function to only extract the "08" value for Period. Can functions be used on the “Field / Action Name” column and if so, what is the syntax for the LEFT function on the Invoice Summary / Post Period field?I have tried the following, but none have worked. I receive errors from Missing Operand to Invalid Hdr when running my Export Scenario:=LEFT(FinPeriodID, 2)=LEFT([FinPeriodID], 2)=LEFT([Post Period], 2)  

Where do I add a new shipping location?  We have a drop down of choices to pick from when entering a new Purchase Request but I need to add a new location to this list and cannot find where to do so.

Hi Acumatica People, I mostly create import scenarios from SQL data providers (better handling of data types and “one and done”). For my equipment import scenario, for the SQL data provider, I have no errors and one record loads (out of a set of 12). I looked over the trace records and no handling of an error. Next, I exported the set of records and created an Excel data provider and a new import scenario with the same mapping and attempt to execute an import scenario.Now, it throws an error: “Error, “Customer” cannot be empty.” I am exporting my Excel scenario and I’ll provide some screenshots. 

Dear All,            Upgrade 2023 R2 Version I getting this error while run report, anyone can help to solve this issue 

When i am selecting the Check boxes in Select Change Request Dialog box the following error has occured. Error: The change request cannot be added to a change order because not all the project budget key attributes are specified on the Estimation tab (Revenue Task, Revenue Account Group) and the Markups tab (Account Group, Project Task) of the change request.