Discussion Forums

I was hoping someone may have this export/import scenario already created instead of me reinventing the wheel.I need an export scenario to export all available attributes and then an import scenario that allows me to add attributes to multiple item classes. Or if there is a way to just “add all” attributes to a selected item class? But I don’t see that readily available.

Is it possible to link the new Project screen Project Group to approval mapping for invoices and memos? We have a situation where we need to set-up a specific approval workflow for annual invoices and doing this with Attributes on the project linked to a project type does not seem possible. Having a project group could be a solution but not sure if this can link to approval mapping.  Is this possible?

Entered a Sales Order with an item marked as Configurable but the Configure tab is not active.  What are we missing?  

I am having an issue with labor recording to the incorrect subaccounts.  It appears that this has been incorrect since the latest update The labor credits for invoices started to be recording to the AD subaccount instead of the matching subaccount as the debit.  There must be a setting that was updated during the update.  Thoughts on where to look in the system to correct this?Thanks!

Hello all,I have currently run an import scenario for import Labor time for projects. So I ran this for Employee Time Activities. its status is completed but it didnt appear on the project transactions or employee time card. What is it that I am missing here? Import mapping Attaching the import xml file.

Hello,I want to accept credit card payments in my Acumatica instance using CybersourceAcumatica already support Authorize.Net, but for Cybersource I will need to create a new payment integration.What I understand is that I will need to create a new Payment Processing Center for cybersource, where the integration code will be written, then I should add payment method where its Payment Processing Center is the new Processing center I developed. The problem is that it’s not clear how we can proceed on that, so if anyone can send us any document that can guide us in this process or give some hints and tips will be much appreciated. thanks in advance.

We want to list all customers with Mailing ID “STATEMENT” and associated report ID. However, the GI only shows about 35% of the customers.How can we ensure it includes ALL our customers with the “STATEMENT” mailing setting?Here is a screenshot of my current GI setup.Thanks for your help!

Good afternoon,I use a three check paper for my refund check process for my company.We use one check template for all three of the checks.However, when I go to print the third check on the paper seems to shift up, causing the name to not fit in the envelope for mailing purposes.Any suggestions on how to correct or is it just a printing format issue on my printer?! (I have tried to alter those as well, but still the third check is shifting up).

Dear Members,I have duplicate screen of Purchase Receipt, I have different screenID but using same POOrderEntry Graph. when i add activity it open up and link to Standard PO screen. How to link to my Duplicate screen. when i click on Related Entity Edit Icon it open up Purchase Order screen instead of my Custom duplicate screen.  Thanks,Arun.

I have a project with two tasks on it. Both tasks are active. I am using REST API to mark the task as complete. I keep getting an error that says “The Complete Button is disabled”This message is misleading as the button is very much enabled on the UI.Please see screenshots. Call from PostmanComplete button on task. 

When we try to split an asset that was fully depreciated in a prior closed year/period, Acumatica tells us we cannot do this without opening up the periods all the way back to the “Last Depreciated Period” of the asset. Unfortunately opening a submodule like FA also opens the GL periods which is undesirable in this case. Considering no GL entry gets posted as the result of the split we are doing, we are not sure why Acumatica stops us from processing a split back in time to a closed period. Other than opening the FA submodule and GL periods, is there a way to accomplish splits to prior year fully depreciated assets without having to do this?

How do I allow a user to have view only access to Audit History? I have tried Acces Rights by Screen and by Role without success.

Attempting to convert a sales quote to a sales order and I’m running into a blocker when trying to call DoCreateSalesOrder saying that I need to pass in a document of type CRCreateSalesOrder.DocumentHere’s what I have so far:var quoteGraph = PXGraph.CreateInstance<QuoteMaint>();var soGraph = PXGraph.CreateInstance<SOOrderEntry>();var quote = quoteGraph.Quote.Search<CRQuote.quoteNbr>(quoteNbr, opportunityId) .RowCast<CRQuote>().First();var filter = new CreateSalesOrderFilter{ OrderType = "SO", MakeQuotePrimary = false};var filterExt = filter.GetExtension<CRCreateSalesOrderFilterExt>();filterExt.AMCopyConfigurations = true;var quoteGraphExt = quoteGraph.GetExtension<QuoteMaint.CRCreateSalesOrderExt>();quoteGraphExt.DoCreateSalesOrder(soGraph, quote, filter);Appropriate any help or insight!

Adding a parameter to the Leads (CR3010PL) GI for OwnerID which defaults to “@me” works beautifully on desktop, but on mobile the parameter selector isn’t showing (the filter is technically working, because the leads are indeed filtered). This means that on mobile there isn’t a way to display all the leads, which is why I would love to use that selector.I know that we could use a shared filter, but the request is that “All Records” be filtered by default.I followed the steps outlined in this post (https://stackoverflow.com/questions/48670213/generic-inquiry-in-acumatica-mobile-app), but unfortunately the `Filter_` container isn’t displaying on the app after a publish.Commands:update screen CR3010PL { type = FilterListScreen add container "Filter_" { placeBefore container "Result" add field "OwnerID" }}Result: add screen CR3010PL { type = FilterListScreen add container "Filter_" { add field "OwnerID" } add container "Result" { fieldsToShow = 4 listActionsToExpand =

Hello community. Working through a customization project and I am having issues locating an SO using a search in a custom processing screen. In my code below my primary DAC is SOLine. I am using values from there in a foreach statement to then load the SO in an SOOrderEntry graph. However, it is not returning the SO record. Is there a better way to go about this code? The code returns “Object reference not set to an instance of an object” on the final line below when testing.  Thanks,Adam

Is there any way to integrate Acumatica Projects with Microsoft Planner? Specifically, two-way integration of tasks in Planner and tasks in Acumatica Projects?

Scenario:I have created a report based on Backlog report - Named as Backlog report by subaccount.For one customer or subaccount data is not showing in the report.But it should show in the report because the report is capable to display the december record as well.For ex:- I have created a SO with commit date 31st december it is not showing the Backlog report by subaccount.But when i change the SO commit date as 30th december it is getting reflected but with other amount it should display proper data. Screenshots:When the Commit date change to 30th DecemberIt is showing some other data when select commit date as 30th December instead of that it should display 525,000Inside this column the formula added but it is not working 

Added Production Order Operation CD as a parameter/filter for AM625010 to print on necessary operation materials and barcodes. It works, but I am struggling to make the Operation CD a lookup so the user does not need to reference production details to find the right Operation CD. I have tried =Report.GetFieldSchema('AMProdOper.OperationCD,ProdOrdID') but that did not work. I’m not familiar with how the GetFieldSchema works, but I assumed it had to do with the parent table. Any help is appreciated rpx zip file attached.

Is anyone familiar with the process of the emails routing to the entity owner when utilizing incoming email processing? We have been using this feature for a while, but still continue to struggle with customers not receiving responses we send and being able to confirm whether or not our response actually made it to the customer. For example, this is how I see it working:I, the user, send an order confirmation to a customer from system account in Acumatica Customer replies to system account system account sends an email to my work email that is found on my employee user (I have it marked to route emails) I respond to system account in outlook system account apparently sends the reply to the associated contacts involved. But, in Acumatica under all emails, all you can see is my response to the system account and then the system account sending my reply message to my email address found under my employee account.I find this quite strange because there is no way for me to confirm it has re

We have, what probably is, a unique situation. We are trying to find all the data that goes into creating the production order details from the product configurator where we have used Phantom material types in BOMs past just one layer. What this results in is if we have Phantom’d on top of another Phantom, we only see the level up Phantom BOM. Is there somewhere in the background that we would be able to see all the data and return it to a table? Here is an example:A - Configured Product (This is Item getting produced)       B - Option Chosen in Configurator (Phantom Item)               C-Item in Item B BOM, (Phantom)                     C1-Item in Item C BOM (Phantom)                             C1.1- Item in Item C1 BOM (Regular)               D-Item in Item B BOM (Phantom)                     D1-Item in Item D BOM (Phantom)                             D1.1 - Item in Item D1 BOM (Regular)               E- Item in Item B BOM (Phantom)                     E1-Item in Item E BOM (Phantom

We’ve been using Twilio for a couple of years now as our SMS gateway provider, but ever since the Feds passed their  A2P 10DLC registration act, they have become insufferable. Technically, none of our Clients even really need to comply with the registration, because they are all low volume, and don’t do marketing via SMS. But Twilio demands we set up a “Campaign” anyway. Recently, I was trying to gather up screenshots to create documentation for our Clients to use when they go to Twilio to set up their own accounts and the obtuse and pedantic things they are requiring of me are just unbelievable. I’ve thought about just putting a cellphone in our office and run an app to turn it into an SMS gateway, and provide it as a service for our clients… But, I’m trying to get out of the middle, and that will open me up to support calls on things I would rather not deal with.I know I can use AWS, but they have always seemed to be difficult to deal with as well. I’m trying to find a simpler soluti

Hello all,Can anyone share your suggestions/thoughts on how one can protect the intellectual property rights of customization packages deployed by ISV partners from being copied by other Acumatica partner.So as for instance, if an ISV partner sells its product to one of the Acumatica VAR to be used by the end user, how can the ISV partner protect or restrict that the VAR shall not copy the functionality from the customization package. Thanks.

I am using PXResult in foreach and it gives single row was requested error occured   

Hi,I have published my latest build on instance in customization screen with option of multiple tenant and keep the check box of execute all database script. As I need to publish build on 2 tenants.After build got successfully published.Now when I have open the data provider screen on tenant A, all the providers where blank . Excel sheet was present but schema fields where not there, as a result cannot prepare the export scenarios or import scenarios.On tenant B it was working fine. All the data provider where there on data provider screen , schema was present and also can prepare the data. Please help me  why this scenario happen and what is the solution to fix this as the error occur randomly but comes a lot of time. Thanks Dhruv 

Has anyone else been experiencing the “circle of death” when trying to open the trace screen to review errors: I and many of my customers are experiencing this. It’s not on any particular screen, it’s been all screens.It started happening a few weeks ago.It is not customer specific. I’ve had many customers complain about this.