Discussion Forums

When I am running a local instance of my Acumatica site I am unable to view my ‘Trace’ log. When clicking Tools → Trace… I get the following blank screen :   I have the ‘ProfilerMonitorThreads’ key set to True in my web.config file which was previously needed for allowing access to the Trace page but now I am unable to access that page at all.

I would have sworn there was a preference setting to cause the update IN transaction automatically occur when you enter a shipment.However, I cannot find it now.Can anyone point me to the correct preference setting?We don’t want to hit the “update IN” button every time we ship as it will certainly be forgotten at times.Thanks!

Hi all,I’m a little confused about why template item variants are not configurable at the item level. Take, for example 2 shirts made by different manufacturers. Yes, the sizes will probably be the same (S, M, L), but the colors may be wildly different. So far as I can tell, I’m left with 3 options.Have a single COLOR attribute and add every color for every shirt we encounter. Create an item class for every distinct set of colors. Create an attribute for every distinct set of colors and add all of those attributes to a single SHIRTS item class.I don’t like any of these as it seems like it’ll lead to a lot of clutter on the screens. Are there alternative solutions here? Ideally, I’d be able to decide at the item level which attributes to include with the item but alas...

Our company (construction) is thinking about getting Velixo and there are a couple key things that Velixo could help us with, but wanted to hear what other things Acumatica users like to use Velixo for! 

Greetings Acuamtica Community,I am on 2024 R1 version . I do not have the WMS module as my business doese not require all the bells and whisltes. I am looking for a 3rd party, hand held scanners to work with Acumatica to perform simply tasks, issue material of production orders/ sales orders , transfers between locations, receipts. Can anyone recemmend anyone other than FUSION ? Does anyone have experience with Team Viewer?     

Hello,I am trying to pull the “CuryRevisedAmount” field into the PM632000 report. I added the PMRevenueBudget table in Schema Builder and now it duplicates lines. I cannot confirm this, but it appears that when the billing rule is TE, it duplicates the task and adds the “CuryRevisedAmount” data from the Cost Budget on one line, and from the Revenue Budget on the duplicate line. I am only after the revenue side. Any ideas? Thanks!

Acumatica has released an option on how to search which can be configured in Site Preference. We are trying to look for a way to change the search method locally. For example, the setup above would change how we search everywhere in Acumatica. I was wondering if we can change the way we search only for inventory items when creating Sales Order with “Contains” which override the existing setup to search “Starts with”. Thanks a lot in advance.

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 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