Discussion Forums

It appears the only option for selecting the subaccount on a reason code is from I - Inventory, P - Posting Class, R - Reason Code or W - Warehouse.  How do we indicate that the subaccount should come from the Project settings? If this is not possible, what strategies are you using to solve for this?

Hi to everyone.Can anyone help me?A few days ago I activated the backflow of materials, we work with different warehouses and each warehouse has locations, therefore, each location manages inventories.I release production orders for specific locations of the same warehouse, my logic would be that when materials are consumed, they would be from the location where the work is being done, but when I check the materials that were consumed, I see that they are consumed from different locations.Is there a way to force it to only take components from a single location? For example, this order should be working on the location 46-99-1-A-1  These are my production settings:  

when i Post this invoice to IN it gives me no error but its not posted to IN what can cause this problem ?  

Has anybody come across an issue where if you select export to PDF of a form i.e. an invoice and open in Edge the paper size shows incorrectly so should be A4 but the size converts to 288 x 396 mm but if you open the same PDF with Chrome it shows correctly 216 x 297 - causing issues for one of our clients as they send out to customers and their scanning solution doesn’t manage to capture the full data due to the size.  

Hi community,Our tenant was upgraded to 24R1 on 8/23.  We then found we were unable to pull shipping rates via FedEx.  Checking the FedExRestCarrier plug-in configuration revealed the upgrade had removed all data in the following fields:  Client ID, Client Secret and Login Endpoint.I logged into our 24R1 upgrade sandbox and noted that the data for those fields was intact.  The upgrade applied differently to the sandbox than it did our tenant.I re-populated the data in our tenant and clicked on Test Connection, resulting in error:The test failed. Details: The authentication failed: NOT.FOUND.ERROR The resource you requested is no longer available. Please modify your request and try again.Obviously, availability of FedEx’s API is not the issue.  And our other FedEx RESTful integrations remain fully functional.Did anyone else have this issue?  If so, has it been resolved?  We have had a support ticket in since 8/23 with no results.Thank you,

Is it possible to import a list of payments in order to create a bank deposit? My customer has potentially thousands of credit card payments that make up their daily batch deposit. It would be easiest to import these from an Excel file provided by the card processor when creating the daily deposit.

I have created a business event to trigger when a sales order is created with a linked source from a CRM sale quote.  It is working however if first gets an error from the Avalara tax. The error will clear and tax will calculate once it’s saved a 2nd time.  I would like to resolve the error however.  I believe this is due to the tax calculating at the entry which is the same time the business event is triggering.  Has anyone else experienced this?   TYI

We are setting up a client with eSign that uses Adobe Sign in 2023 R1 Construction Edition, The credentials connect fine in Acumatica and when trying to click “send” with a document from Acumatica it errors out with a red box but no error message.  I have successfully setup Docusign in the past and it is a bit different but worked fine.  I think the problem is redirect URL, but I copied it directly from the documentation with the prefix of the client instance, but I may be missing something here. Here is the connection, so this part is working: Error message when clicking the “ESIGN” button in the middle of the screen:Redirect URL Format: 

This is my first time using Dependency Injection in a customization project.I’m able to use it as expected in a few different places, but in this particular class, when I try to call a method from the service, a null reference exception is thrown. I have this service injected in a different class and it’s not throwing the error.Any help would be appreciated as I’m new to this!  

I’m currently getting an ARSalesPrice (PX.Objects.AR) object using this:                            sp = PXSelect<ARSalesPrice, Where<ARSalesPrice.inventoryID, Equal<Required<ARSalesPrice.inventoryID>>,                                   And<ARSalesPrice.siteID, Equal<Required<ARSalesPrice.siteID>>>>>.Select(newGraph, InventoryID, “WHSE01”); However, this returns the first (old) row in the Sales Prices (AR202000) screen.  How can I get the newer Effective/Expiration Date row?

Acumatica Customer Portal PaymentsAllow your customers to view and pay their invoices in Acumatica Customer Portal using Acumatica PaymentsThis webinar will cover main features and benefits, installation, set-up steps and common payment flowsPresented by Igor Leybe (Acumatica - Senior Director Technology Partnerships) and Chris Elliott (Acumatica - Product Manager Payments) Presentation link: AcuPortalPaymentsWebinar2024.pptx

A SO shipment is processed on an item and shipped An invoice is processed and released After a while the item is returned A CM is created on that Shipment Enter the Pick Pack Ship screen and enter @soreturn The field requires a shipment number which is entered  error message appearing on both scanner and PC “shipment cannot be returned because it has the I operation”That is it but sitting with support who cannot provide a solution or answer. 

How to set @PeriodStart and @PeriodEnd for example: financial period is from 1 APR  to next year 31 MARso I want to set Period start from 1 APR  and Period end 31 MAR.where can I set it. thank you

Hello. I am currently trying to create a business event to execute the "Release" action whenever a new record appears in a General Query. Unfortunately, it's not working. Can someone help? here is my import scenario.This action will remove the hold on the order. However, when I activate the 'Release' action within the import scenario, it's not functioning as expectedI've created a separate GI to display all open orders. Additionally, I've set up an event to trigger when a new record is added to this GI. Finally, I've created an import scenario solely for releasing change orders, but unfortunately, this isn't working either. Could someone please identify the issue causing this problem?Thank You.Best Regards.

In a sales order, I initiate a document exchange via e-sign so that the order confirmation is signed.However, this document should not only be in the sales order, but should also be stored in the customer.Is there a way to automate this?The manual method of adding files and links is cumbersome.Thank you! :-)

Hey, Whenever I send out and process an email, it copies the email to the sender. This has left our customer service account flooded by transaction emails. Is there a way to turn off copying the sender on emails?

Hello everyone,Hoping to get some clarification on the configuration of a GI (file attached), that will allow me to show each line item of an invoice and not group them together.  Also attaching screenshots to show.  Everything on the line items in the Invoice matches exactly for the Item in question.  Customer bought 2 of the same thing twice instead of just buying 4 for whatever reason.  I’m just hoping to get this GI to be able to show that, when this occurs.Invoice: GI Result: 

Hi ALL,Is there any function to add or subtract Period in Report Designer without using text string concatenation?+ Period is in the format 'mm-yyyy'+ Example: ARTran.FinPeriodID = 05-2023=> ARTran.FinPeriodID - 12 Periods = 06-2022=> ARTran.FinPeriodID + 3 Periods = 08-2023 Best Regards,NNT

Working on a import scenario that will update the warehouse and location that the operation step is pulling inventory from.When I run the import, I get the following error:I have confirmed the spelling and punctuation of the location is correct and in my system.  I’m assuming the error means it can’t find that reference in the system, but maybe I’m missing something else?

Hello everyone, Looking to mass copy BOM to make new BOMs that have a different Warehouse.  Here is what I have so far:When I run the secnario, I get an error message that says the following:View name:DocumentsWhat does that error refer to?  What am I missing?  I know the first half of my Import works, becuase I used it to Archive BOMs, which worked as expected.  There is something I am doing wrong on the Action Copy. Any help would be great.  Otherwise, I’ve got 733 BOMs to update!!!! :(

Good day,I am looking an efficient way to create a tile that would show the LY Sales MTD.  I would assume I need a formula but nothing seems to work using the current, eg. between MonthStart-12 and Monthend-12.  Or something similar using the @Year or @today.  Nothing works correctly.Basically, it would report on the sales for the last year current month by order date.Any assistance would be greatly appreciated.Thank you@Evan G 

I have a pivot chart and want to add a calculated column.The pivot chart is from the opportunities GI - I have rows by customer, a columns for quantity of won quotes and total quantity of quotes.  I want to add a calculated column for % of won.   Thank you! 

You might not be allowed to view this area. Access to Knowledge Base, Product Downloads and Ideas is controlled by your assigned role in Acumatica CRM. If you require access, please work with your business account administrator to assign you the proper role. Im not sure I understand who I need to work with to get this update. We are integrating with SWK. Can they deal with this issue or would this be Community Support?  

Customer upgraded to 2024R1 and in a SO - associated with a Project, when a customer location is change on the SO header the project disappears, and disassociates all the details lines Project and Project Task.