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Trying to find a way to capture the date a Sales Order changes from the state of On Hold to Open.  Looking to build some KPIs off of this time difference.  I am struggling on how to find and show this data.  Is it available somewhere?

We are using the Shopify shipping option for the customer to pickup in our store. However, when the order goes to the warehouse to pick/pack/ship it is confirmed shipped when the order goes to the store to await pickup. This triggers Shopify to notify the customer that their order is on the way. Shopify has a multi-email system set up so you can email the customer that the order is ready for pick up (which is what it is not shipped), but Acumatica can’t send different information to Shopify to specify which email to send, or so I was told during our integration.Is there any way to have Acumatica not trigger the email if a certain shipment option is selected? I would rather no email than a misleading one being sent to these customers. But I don’t want all our other customers not to get their shipping information emails.Or has anyone found a way to send out different emails for different shipping options in Shopify with Acumatica? Even if it is a third party partner app. 

I want to know if Acumatica can stop overbilling on a subcontract?  I am wondering if you can set it up like a zero tolerance PO where if I exceed the amount on the subcontract, I must either reject the bill or enter a change order for the subcontract in order for it to allow the billing.

I would like to add Item Cost to an Export Scenario that is based on the Invoices and Memos screen.I do not see a field that looks like it would hold an item’s “cost” value.How can I add the invoiced item’s cost to my Export Scenario??

I'm trying to fetch the user-defined-field that I added in Customer Entity but it's not working. I'm getting this error: "message": "An error has occurred.", "exceptionMessage": "The column 'Document_AttributeCWCID' is not found in the data set.",It is working in Contact entity and SalesOrderMy sample parameter in Contact $custom = Contact.AttributeCWCIDIn SalesOrder: $custom = Document.AttributeSOID

Does anyone have an export scenario to accommodate Chase Bank’s Nacha File Format?  We are struggling, We are missing :Your Chase account is missing from the file.Find the company identification field and enter 0000000000 (10 zeroes).The company identification (shown in the batch control record) doesn't match the batch header record. We are close but need to be able to export on Monday. 

Hi All, Is there a way to exclude weekends for Automation Schedules?We want to avoid that Sales people receive their Daily Sales Report and some other Data on the Weekend. Thanks,

I have an import scenario that is giving me the error “ Order Type cannot be empty.” I have modeled this after others that we have run in the past. Any thoughts would be appreciated. 

 Created connected applciation and flow type is Hybridbased on the doc here https://help.acumatica.com/(W(19))/Help?ScreenId=ShowWiki&pageid=9cd888ba-aa9a-4140-b5e9-4da297fade89I should be able to do get request and redirect to https://<Acumatica ERP instance URL>/identity/connect/authorizeI’m sending all the needed paramters but at the end I’m getitng this error“Sorry, there was an error : unauthorized_client"Not sure what can be the possible reason, the user that created the app has administrator priviliges already and assigned to all roles.

I’m setting up a construction project that will have its own specific cash account. How can I link them together so that when someone is entering AP bills across many different projects, they won’t have to edit anything in the financial tab for this specific one? I want it to automatically know which cash account to use. 

Hi,A client is having an issue where the Owner field in the Purchase Orders screen is always empty.I found the existing question below about this issue, but the selected answer didn't work for me.Is there a different way that this Owner field should be populated now? If so, what is the best way to added options for this field?Let me know if I can provide any other information.Kind regards,Andrew Purchase Order owner | Community (acumatica.com)  

Hi Acumatica People, It would be nice to utilize the low code/no code approach to order entry staff requirement that they would like to create a shipment for an order and automagically have the print ticket printing action kicked-off (my small shipping staff use the pick ticket as a traveler for the remaining tasks (packing and shipping)).What is the best way to do this? Perhaps a workflow modification or a business event?Here is my attempt to use a business event.Attempt to use a business event I spent some time trying to create a business event that is triggered by the action of creating the shipment for the sales order:  Subscriber monitors SO.30.10.00 and passes the newly created shipment number from the sales order (notice that the value is coming from SO.30.10.00’s screen which is actually the sales order which is not correct): Here is my trace when I create a shipment (again, the Create Shipment is “heard” but the value passed is wrong):  Should I abandon the business event and

Hello!I followed the instruction in this post (How to create approval flow in Expenses Claim | Community (acumatica.com)) and was able to create a basic approval flow for expenses, but here are two things I can’t figure out. is there a way to create multiple level of approvals? Where first the expense gets approved by direct manager, and then it goes to next level authority to initiate payment? Is there a way to set email notifications on both level of approvals? this is the first level approval.. but once approved, how to move it to the next level authority to initiate payment?  I can’t seem to get the notification email to come through… This is what the email template that I’m using looks like, I have it sending to my email so I can test it. Not sure what I’m doing wrong. Is this something that needs business event to trigger as well?   Thanks so much!!  

Looking for guidance on How To - Programmatically identify what is a potential match/duplicate for customers and accounts (Michael Smith/Mike Smith or Maitland Rd, Maitland Road)Same address but Name at address created for Nick name and full name Same address -Look for close spellings already in the records, Krehling and Krehiling  Same address and Same name but spaces added: (D & J Locksmithing, D&J Locksmithing) Same address and Same name but corporate designations like LLC or Inc added. The Shanahan Group, The Shanahan Group LLC Same address and same name with a middle initial (Terrence P. Riordan and Terrence Riordan) Same account name but address abbreviation different (91 Kansas Street vs 91 Kansas St)

Hello experts, I am facing issue while making test connection with my gmail account i created my gmail app password and used in email account setup but while doing test connection i am getting this error message.The mail receive has failed. Cannot connect to the host xxxxxxxgmail.com with port 993. Original error: A non-recoverable error occurred during a database lookup. 

Hi,I’m trying to integrate Cybersource Secure Acceptance as a new Processing Center in Acumatica,My problem is that after creating the processing center and after adidng payment method, when I go to pay a sales order , it’s not showing authorize or capture option and work as if it’s offlice payment method, see this screenshothere is what I did in creating my paymen pluginCreated a customization project in that project I created a class that implment ICCProcessingPlugin and I added all the settings and based on it I was able to create the payment processor and ad dpayment method attached to it. I created another class that implement ICCHostedPaymentFormProcessor , this is where I’m adidng the form that will be used to implement the payment form where the user enter his card details , I implemented the method “HostedFormData GetDataForPaymentForm” I created class to implmenet ICCTransactionProcessor but I’m not sure if it’s required or notWhat I expected when I go to create payment for S

 I would like the from email address in statements to be our finance email address opposed to our service email address.  I have changed but it’s picking up the service email address.It was changed under the email template for statements:And I also changed it under the accounts receivable preferences to set it as the default email account but it’s still picking up the other email address. 

Two of the subreports, (attached below) are appearing blank within the main report. They work fine and load data by themselves, but don’t populate within the main report. Any specific reason why?

Good day,So far one user has been experiencing the below error when log activity to an Opportunity.  It logs the activity but it causes confusion and additional work to valid the activity is logged.Has anyone else experienced this issue or no the cause and rectify it.Thank you.Evan  

Is there a report that shows released inventory receipts that do not have an AP bill created from that receipt? 

Below is an import scenario that I am attempting to use to delete unwanted UoMs in our item classes. I used a similar import scenario that has worked for me in the past, but it was used to delete UoMs from stock items. When I attempt to import I get the following error:390 items have not been processed successfully. View name: itemclass.I then attempted to change my key from Class ID to Class Description and got the same error.Thanks!

We are currently going through an audit. How do I get documentation of a backup being tested for successful restoration?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. Dipak Nilkanth - Acumatica Community Featured Member for October 2024Meet Dipak Nilkanth our Acumatica Community Featured Member for October 2024. It’s great to have you as part of the Acumatica Community @Dipak Nilkanth! 2024 Acumatica Developer Conference - Recordings and PresentationsThe Acumatica Developer Conference i

Has anyone run into issues trying to create new wikis on the customer portal? I’ve created the wiki > navigated to it > click the + button to create an article and get the object reference not set error. Additionally, clicking the trashcan does nothing. Any guidance on how to create a wiki is helpful as the documentation is very unhelpful.

How do you set up the deduction/benefit code to add Shareholder Health Insurance to owner’s W2 and report in Box 12 DD?