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We have a client that has about 15 Tax Agencies. The leg work to prepare and release all those Tax Reports each month will be a pain for them. Has anyone successfully implemented a way to mass prepare tax reports and mass release them? Import scenario would not work because after you prepare a report for one agency it moves you to the Release Tax Report screen giving you an error on your next import line.  Hoping to avoid customization but not sure if it is possible. Thanks in advance for the help!

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Hi there.  I have a client that would like copies of all of the receipt images.  Is there a way to extract them from Acumatica for a particular project?  Is this something that would involve a specialized script?  

Does anyone have experience connecting signature capture pads (Wacom, Topaz, or similar) to workstations and attaching the signatures to Acumatica transactions?  I’ve been asked about collecting signatures from drivers picking up shipments.  The drivers will be physically present to pick up the load.

Hi there,I’ve set up a relatively simple import scenario in order to suspend a list of assets we no longer want to depreciate.  However, I’m getting an error when using the ‘IMPORT’ function (PREPARE is totally fine).When I navigate to the asset, it appears that despite the error, it has indeed successfully suspended the asset: Below the import scenario for reference: Do I need to be concerned that it’s cropping up with an error despite that it seems to be processing successfully?  Thanks!

Hello,I am looking for some additional info on the DocuSign integration available on GitHub.  Docusign has two different levels of licensing and I am being told this integration will only work with the higher level, called Business Pro, but can find no info to confirm that.  Does anyone have a definitive answer on whether you can use Docusign with Acumatica but only have the standard licensing that is published on DocuSign's web site? Thanks 

Good support questions lead to faster support answers!  Help Us to Help You by following these simple pointers:Before you post: Search Acumatica for Key Words to see if your question has already been answered. Consider reading Acumatica Help and using a search engine too.Creating a New TopicKind of Topic: Are you posting a Question, an Idea or a Conversation?Title: Describe your question or problem in one sentence.Good Title: Inventory Valuation report does not match the Inventory Acct balance in GL. Bad Title:  Help Me! My report is wrong.Description: Describe your question or problem in detail. In this area, too much information is better than not enough.Include your Acumatica Version (found in Tools > About and on Sign-in screen). Include your Acumatica Edition (Construction, Retail-Commerce, Manufacturing, etc.). Include the accurate, complete name of screen or report. **BONUS POINTS** for including the Screen or Report ID that is displayed at the end of the URL:Tell us what hap

I am setting up push notifications for our salespeople who want to get notified when they have a new lead that is assigned to them as the “owner” of the lead How do I go about making the push notification and genric inquiry?

Do we have any idea to when will active directory be able to support outlook ad in for CRM functionality.

When I update a field on screen CA.30.40.00 (screenshot below), I want it to update in other screens such as CA.30.30.00. I have attached a screenshot of my code to be able to edit those fields after status becomes “released”. Does anyone have any idea what additional steps are needed to refresh the fields on CA.30.30.00 as they are updated elsewhere? Which screen do I have to modify the code in?  

Hi,  We can no longer create new account with Bing Maps Dev Center!  See comment below. How can we activate the display of maps in Service or Routes without a Bing Map Api key? This is the first time you have logged into Bing Maps Dev Center using MYACCOUNT Bing Maps for Enterprise  is deprecated and will be retired. Enterprise account customers can continue to use Bing Maps for Enterprise services until June 30th, 2028. Existing free (Basic) account customers can continue to use Bing Maps for Enterprise services until June 30th, 2025.   We are no longer onboarding new customers to Bing Maps for Enterprise. For an alternative to Bing Maps for Enterprise, we welcome you to use Azure Maps, Microsoft's next-generation maps and geospatial services for developers. Azure Maps has many of the same features as Bing Maps for Enterprise, and much more. To get started with Azure Maps, simply create a  free Azure subscription  and an Azure Maps account by following the steps  here. See  Azure Maps

Hi Team,We have a requirement as we create a receipt via API calls and there is a User Defined Field tab in the form level on how to create and update those fields in the receipts screen through the API calls, can you please review and suggest the best way possible to achieve it.Thank you!

Hi Team,We made some changes to the customized report. The report displays correctly when previewed in Acumatica (see Screenshot 1); however, when exported to PDF, the bold font does not appear as expected (see Screenshot 2). Despite setting the same font size for the fields such as 'Services,' 'Bill To,' and 'Bank Details,' there is a noticeable difference in appearance. Specifically, 'Services' appears darker, while 'Bill To' and 'Bank Details' appear slightly lighter in the downloaded PDF.Could you please review this and suggest a solutionThank youScreenshot1:  Screenshot2: Screenshot3:Screenshot4: 

We have a GI called AR-Daily Sales History. We would like to, by using an IIF in the following manner. =IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', 'US', IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', 'INT',IIF([ARInvoice.OrigDocAmt] < 0.00, 'CRM'))) If the RefNbr starts with an INV then its a US invoice, if INT then International. That part is covered. The issue starts when we get to the Credits. There are some credits that the RefNbr starts with an INV which makes it US but then the DocType is a Credit Memo but because of the INV it still comes across as US. Using the last line in its present form, I get an error message: “Index was outside the bounds of the array”. I’ve also attempted this coding: =IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', 'US', IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', 'INT',IIF(LEFT([ARInvoice.RefNbr],2) = 'CM', 'CRM',IIF(LEFT([ARInvoice.RefNbr],3) = 'INV' AND LEFT([ARInvoice.DocType],5) = 'Credit', 'CRM', 'CRM')))) which still comes up as ‘US’. 

 Steps I did 1. Created a new project in Customization Projects section and published it. WebHooksConfiguration 2. Then inside Customized Project Editor, I added the sample Code in the code section Sample code I used. https://github.com/Acumatica/Help-and-Training-Examples/blob/2023R1/IntegrationDevelopment/Help/ConfiguringWebhooks/TogglWebhookHandler_Code/WebhookHandler/TogglWebhookHandler.cs   3. Then Published the project from Publish menu option    Project was published successfully.   But now when I go to Webhooks page I am not able to see my class in Implementation class.I there any step I am missing here or I am doing something wrong  Thank you

I am attempting to setup autonumbering on a key field by hardcoding the sequence ID in a constant. When the form displays, it is just showing SELECT in the field.Here is the DAC code:       public class ProjectOrderNumbering : PX.Data.BQL.BqlString.Constant<ProjectOrderNumbering>       {           public ProjectOrderNumbering() : base("TESTPROJECTS") { }  // "TESTPROJECTS" is the sequence ID       }       #region ProjectID       [PXDBString(15, IsKey = true, IsUnicode = true)]       [PXUIField(DisplayName = "Project ID")]       [PXDefault]       [AutoNumber(typeof(ProjectOrderNumbering), typeof(AccessInfo.businessDate))]       //[PXSelector(typeof(S1CProject.projectID), typeof(AccessInfo.businessDate))] Is it possible to use constants for the sequence id, or does it have to go through a setup screen as shown in T220? 

How can we resolve an issue in Acumatica where we have different sales prices for an item based on quantity (e.g., a lower price if we sell more than 5 units), but due to the use of lot numbers, the system is not recognizing the total quantity on the sales order correctly?We can’t group the lots as the items have unique lot numbers.I am not sure how to adjust the pricing logic to calculate total quantity across all lines before applying pricingIs this something that needs to be customised

Hi,We can share remittance advices through the process of “Print/Email AP remittance Advice” and by Send/Print Remittance Advice on the checks and payment form.Noticed that once we send through Print/Email AP remittance Advice system generates the report Remittance Advice(MBAP6000) but when sending through Checks and Payments it generated the report called Single Remittance Advice (MBAP6010).And the email content shared with both emailing options are different. I cant use the same template for both options. I have created two templates, but I’m not sure where to define the templates for each option.Could you please help here?Thank You,Dulanjana

We recently upgraded our version to 2024R1, 24.108.0034. After the upgrade we started to get the following error on stock and template items syncing to shopify. What happens on the shopify page, there should be multiple variants available to order but when this error occurs, it only displays one size. It appears to be an error on the data types between Acu and Shopify. We do have some custom mapping settings configure on the Template and Stock Item Entities that include the ‘boolean’ expression that are mentioned in error message, I tried removing these mapping settings in hopes to clear the error but that also did not work. 

Any ideas on how to achieve this? The situation: We have two companies that are running from the same premises with the same staff covering both sides f the company. One of the companies is a supply company and the other is a service providing company .Most of the materials bought by the service company comes from the supply company (however not all). This is resulting in intercompany transactions back and forth. Our idea is to have one warehouse(in the system and in real life) for both companies. This will result in an Amount ‘Due to’ and ‘Due from’ for each transaction between the two companies( we have this configuration working and set up already). However we do not have the capability to recognize a Sale, COGS, the Profits for the intercompany sale when stock from the supply company is sold by the service company directly from the supply companies warehouse in Acumatica. Essentially we would like to set up that all goods purchased by either company are stored in 1 warehouse( in th

I’m tagging @gmercede on this since I have a feeling that he might know if it’s possible.I’d like to be able to have a Business Event get triggered by some data in Acumatica. The Business Event would then trigger an Import Scenario and I’d like the Import Scenario to essentially “press” the UPLOAD USING MOBILE APP button shown in the screenshot below which would send a notification to a mobile device through the Acumatica Mobile App to scan a document and attach it to the Purchase Order.This would make the workflow a lot nicer because Acumatica would “come and ask” for a scanned document rather than the other way around.  

Hello, On the Sync History screen, I’ve noticed I can search for an individual order or group of orders if I know the External ID or External Description and it loads very fast with no issues. I’m trying to search for a group of transactions from our Shopify store, but group them by their ERP ID.If I search for something by ERP ID, it times out every single time with the error “Request Entity is too large”. I try filtering by Last Attempt date down to just one day, only the Sales Order Entity, only Processed or Ready to Process Status, and still times out. Is there any other way to search for a sync history transaction if I only know the ERP ID and not the external? Thanks in advance!

Does anyone have an invoice template that would list, along with the product description, the items from Configuration Maintenance?Or, can this be done?  If so, how?Thanks

I have my original BoM import for our items but now realizing that I should have had all of our materials have backflush = FALSE. I’m assuming I can update BoMs via an import but I’m not sure how to.I apologize for the piecemeal images I was just taking the original BoM Import and making lines inactive that I didn’t need and only showing the active lines here.They are in order. Thank you!

I modified the TS script and Html code of AR302000 in the local development environment. I don’t know how to publish these changes to other environments? Do you know?