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I’ve created a sales order with one line and a production order by Rest-API. I would like to link these orders by API. PUTing "SOLineNbr", "SOOrderNbr", "SOOrderType" into production order object doesn’t work. These fields stay null. The other way i get an error: "An error occurred during processing of the field AMProdOrdID: A numbering sequence for the order type is not configured.." Which is wrong.Any ideas?

We are attempting us better use Acuamtica CRM.  We have come across two issues when we send an email from Acumatica CRM to a customer. First, when the cutomer replies to these CRM emails, the replies are not being sent to the saleperson that sent the emails.  Instead, the reply email returns to the email address it was sent from (in our case “sales@alaskapulltabs.com).  So the salesperson never knows his customer replied to his email.  How to we address this issue? NOTE: we were told we should not set up “sending” emails for each salesperson, but instead use just a “sales” email. Second, the reply email is not being recorded in the customers profile “activities” tab.  How do we fix this issue? 

Our client is using CRM for quoting and then they convert to a Sales order.  Wondering if anyone knows how to define the relations on the SALES ORDER RPX to get the CRM Quote number to appear on the document. I am able to link to the BAccount but not the specific sales order number, using the CRRelations 

Hello Everyone,We are working with 23 R1 build version 23.106.0055.We have a scenario where we need to get the Invoice Status and Released flag status when we are releasing the invoice.On releasing the invoice, the status will change form Balanced to Open. But when we are trying to get the value in Base.Document.Current.Status, we are getting the status as Balanced.At the same time on Invoice Release action, the Released flag will also set to true but when we are trying to access this value we are getting this as false only.On creating invoice directly:On Save action, under Persist method, we observed that Released flag is false.On Invoice release, Persist method triggering 2 times first time Released flag is false and when it triggered second time Released flag is true.On Creating Invoice through Sales Order:On prepare invoice it triggered and release is false.On Release invoice it triggered once and release is false.We also verified with ARInvoice_RowPersisting and ARInvoice_RowPersi

Is there a way to export products and all known attributes into excel?

Is there a place where I can see all the release / publish dates for all the builds of 2023 R2 ?

Hello all,I just added some new Attributes for us to expand functionality of our stock items. When I go to the Stock Items > Attributes tab, I see our current/live attributes, but I see no way of adding (+) the new Attributes I just created.Do these need to be added/enabled via a customization?

Hi I created a payment plugin to integrate Cybersource, based on ICCProcessingPlugin,but not sure why after validating and publishing, when I go to add new Processing Center, I can’t find that plugin in the plugins list In the payment plugin list I should see the new plugin I created , but not showing, maybe I’m missing something? thanks.

Would anyone know why a GI would not allow the ability to use a Sum function on a specific line for the Total Aggregate? Every other line has the ability to select a dropdown and choose a function - this is the only line which does not.   

We have configured an Import Scenario which works when it is executed from the Import by Scenario screen. When we try to process it from the Process Import Scenarios screen it does not work.  Clicking the Process button with either the Prepare option or the Prepare and Import options simply does nothing.  Neither the Status nor the Number of Records changes, even though there should be data to process.I tried to process a different Import Scenario as a test and that also did not work.Any idea what could be going on?Trace:9/14/2022 3:57:13 PM Information:SELECT TOP (13) [Customer_BAccount].[BAccountID] AS [Customer_BAccountID], [Customer_BAccount].[AcctCD] AS [Customer_AcctCD], [Customer_Customer].[CustomerClassID] AS [Customer_CustomerClassID], [Customer_Customer].[TermsID] AS [Customer_TermsID], [Customer_Customer].[CuryID] AS [Customer_CuryID], [Customer_Customer].[CreditLimit] AS [Customer_CreditLimit], [Customer_BAccount].[Status] AS [Customer_Status], [Customer_BAccount].[AcctName

We currently have the company tree setup in Workgroups for Visibility of timecards and expense receipts. We would like to set up something similar so an Operations Manager can see all of the approvals his direct reports have in their list.  Do you have to set up something in the Approval Mapping?  Or can this be done an easier way? Thank you.

Receiving a lot of feedback from our company regarding the ease of submitting Time & Expenses. Generally speaking, the feedback has been negative and the UI can be a bit daunting to someone who doesn’t want to fully understand what they are submitting.I am curious- has anyone ever leveraged PowerApps to create a simpler submission for Time & Expenses? Is it even possible to do so?I fully understand that there are other solutions out there for these, but I am not necessarily looking to add another vendor to our mix. I would prefer to leverage the investments that we have made in the Microsoft environment, ex. PowerApps, PowerBI, PowerAutomate.With that being said, if possible, does anyone have any recommendations for outsourcing this development, if possible? We had a larger firm give us a quote for setting up the infrastructure for PowerBI reporting, and it was an outrageous amount of money. 

Unlike the orders with SO Order Type, the Create Payment is not Enabled for the MO Types Orders.Is there a settings to change this behavior or do we have a workaround to show the Create Payment when the order is on Hold Status.FYI, in Open status, the Create Payment option is shown. Screenshots: MO order on hold status. the Create Payment is disabled.MO order on Open status. The Create Payment is Enabled.  

Where is Incoming Documents? I do not see this in Enable/Disable Features and it does not appear in our Payables workspace. I saw a video from June 2024 called “What's New in 2024 Acumatica: Forgotten Features of Past Versions” where this is referenced. It seems this would be a very helpful feature. Thank you. 

Hello Community. I am working on a project to create shipment receipts through code and running into the error message “SO Error: Order RM 3034042 does not contain any items planned for receipt on '9/20/2024 12:00:00 AM'.” This only happens when calling the code, I can click the “Create Shipment Receipt” button from the front end without the same error. Below is how I am calling “CreateShipmentReceipt”. Any ideas?orderEntry.Document.Current = orderEntry.Document.Search<SOOrder.orderNbr>(s.OrderNbr, s.OrderType);orderEntry.Transactions.Current = s;adapter = new PXAdapter(new PXView(orderEntry, false, orderEntry.Document.View.BqlSelect));PXTrace.WriteInformation("Receipt 1.1: Checking if line needs receipt created");if (s.ShippedQty != s.OrderQty){ PXTrace.WriteInformation("Receipt 1.2: Begin receipt line creation"); orderEntry.Document.Current.ShipDate = filter.TransactionDate; orderEntry.CreateShipmentReceipt(adapter, filter.TransactionDate, s.SiteID); orderEntry.Docu

We have a situation where landed cost needs to be applied before PO Receipt and landed cost is paid before receipt. Landed Cost Vendor is different from the PO Vendor. Landed Cost paid is to be linked to the PO. Acumatica does not allow Landed Cost creation before PO receipt. Has anybody got an workaround?

Are there any retail store operators out there that have a good process for receiving that relies on vendor UPCs to match products on a PO against your Stock Items? Our receiving team struggle to know which product is which amongst our large truck deliveries and they need a screen in Acumatica to be able to scan the vendor’s UPC/barcode and pull up the Stock Item in Acumatica. The standard Stock Item screen doesn’t seem to search through the Cross Reference. Is there a way to change that search function or is there another screen where we can do a quick check?

Issue description Authorize.net is currently reporting connectivity issues they are investigating. Please be aware that it can affect processing credit cards payments in Acumatica ERP.On a user attempt to process credit card or testing credentials, the system shows the following error: ‘AR Error: Credit card processing error. ProcessingCenter: The request cannot be processed. Probably there are some network issues.’For more details about this issue and status update please refer to the Authorize.net status page.

Has anyone run into a situation where time entries that are entered within the “Weekly Crew Time Entry” screen are not showing / totaling up on an employee within the “Crew Members” tab? Process Overview:Construction team enters time by employee / project / task / cost code throughout the week. Teams are utilizing the “Weekly Crew Time Entry” to perform this and monitor for accuracy. They utilize the header of the “Time Activities” tab to track totals, and filters to ensure all entries are there. In addition, we have built a GI that gives a summary by project or employee for each week to also allow for quick review and validation of the entries before they are submitted at the end of the week. There are no customizations on this screen or process.Example of Issue:The team has been utilizing the “Crew Members” tab within “Weekly Crew Time Entry” to find Active employees with 0 time entered. But while reviewing some of the lines for employees, it has been found that not all the entries f

We just started using the CRM functionality in Acumatica. We were previously on a much older, on premise CRM. I have a high level sales manager who wants a GI that would allow them to search both leads and contacts at the same time. I showed them the global search but they felt it returned too much data from all aspects of the system to be useful.What I would like is to create a GI that did a Union or something like it on the Contact and Lead tables that would allow a simple search by Display Name (Contact table) / Lead ID (Lead table). If anyone has any insight on how this might be accomplished or if there is some other approach that will allow for simultaneous searching of Leads and Contact I would greatly appreciate it.

We are investigating building connectors to Commerce marketplaces.I’d like partners/customers/partners to share with me how they’d rank the following marketplaces in order of priority (#1 highest) and comment on any others that I’m missing.Partners - If you can tell me how many prospects/customers are requesting the marketplaces that will be a bonus. Thank you.Marketplaces and AggregatorsAmazon.com Amazon Business Amazon Vendor Central eBay Walmart Google Shopping Target WayFair NewEgg Overstock Home Depot Channel Advisor Feedonomics SellerCloud 

I’ve seen the endpoint for this but not the the rest of the api.  Anyone know where we can access the full api vs. just the few examples from the integration site?Thanks!Melissa

HI i created my SFTP with winSCP. i have tried configuring acumatica’s synchronization. but it still not exporting. can you please explain how i am suppose to create sftp location on my local machine as well as configuring the acumatica sync. as i have explain earlier i used winSCP. if there are other options i could explore. also this is the syn configuration. in the image attached

Hello all, I have been trying to refresh the rates for FEDex integration but it is throwing the following error:Thanks.

I have invoices that were created using SOInvoice - however I get the error that the PO Error - Document status is invalid for processing.  There is no shipment or so associated with this (think Cash Sale).  What else could it be?  Acumatica is maddening.