Skip to main content

Community
Discussion Forums

Discussion Forums

Get inspired and gain all the knowledge you need

15600 Topics

Recently active

Most replies Most views Newest first

josephinecaFreshman I

asked in Financials

Aging Report by Salesperson

Hi Everyone,Does anyone know how to generate an aging report by salesperson? Thank you!

rohansa15Freshman II

asked in Distribution

Another process has updated the 'INReceiptStatus' record. Your changes will be lost. error

Encountered an error while releasing the issue and adjustment as follows - Another process has updated the 'INReceiptStatus' record. Your changes will be lost.

mtcookJr Varsity I

asked in Financials

Tax Band not working in Sales Order

I am using a third party custom manufacturing program from which I do invoicing. That application is using Avatax and getting the tax calculation for products that are taxable and including that in the invoices it generates. I am then using an import scenario to bring the invoices into my Acumatica instance via Sales Order. In most states the medical devices I make are tax Exempt so I have my products in Acumatica set to an EXEMPT tax category. In the few states that tax certain items they all do it at different rates.The challenge am having is bringing in the items and being able to update the Tax Amount on the Sales Order. The import scenario is able to bring in each line item into the sales order, and I am able to change the Tax Category on the Sales Order Detail to TAXABLE (see below).When I go to the TAXES tab I can see things broken out between EXEMPT and TAXABLE. The Tax Amount value is calculated from my general Tax Zone and it is set to the tax rate of my state. I need to be

zhaotJr Varsity II

asked in Retail

Numbering Sequence - Extending Business Account to Customer

Hi all, Here’s the setup - both “business account ID” and “customer ID” have their own numbering sequences. When I extend business account into a customer, it adopts the numbering sequence of business account, instead of the next customer ID in sequence. Is there a way to address this? Open to try all suggestions. Thanks

ray20Captain II

asked in Distribution

Default service Item on SO or Invoice

Hello, We would like to charge every cusomter a same fee by using some (Means might not be only 1 line, might be several lines) Non-Stock items on SO/Invoice.Everytime the sales person have to manually input the lines on SO or on Invoice. Is it possible to set default items, when typing SO or invoice, the default lines automatically filled in.

EMADSSWK66Jr Varsity II

asked in Manufacturing

MFG Scan Material - How to scan multiple stock items for the give operation?

On Scan Material screen, the system requires the user to scan:Order Type - Optional Prod Order Number Operation WH - Optional Location Inventory IDOnce the Inventory ID is scanned, the Scan Material screen resets to “scan the order type” prompt. This means if a user needs to issue multiple stock items to the same operation, they need to go through 3 scans again before they arrive to the scan inventory ID prompt. Is there a better way to bulk scan multiple stock items IDs for the given operation?

DoShawhanFreshman I

asked in Other Developer Topics

Create Action to Preview Email before sending

Hello, I am working on creating an Action to preview and send an email created from an email template. I have the email template created and now I want to add an action to a page to call the template and show a preview where the user can edit the email if necessary. However, I am not finding anything on this. Any help is appreciated.Thanks

Lindsey23Freshman I

asked in Financials

AP Approval Maps

Hello, In re to intercompany transactions, we have a request for any AP Bills created from the receivables module to skip the approval process in AP. Does anyone know of a way to exclude the documents from the approval process? In the interim I am using the specific vendor ID but it’s possible that vendor could have bills created in AP that need to go through approvals in the future. Thank you!

LeifVarsity I

asked in Low Code | No Code Customizations or Integrations

Leads Workflow AutoRun fails due to Action Disabled

Trying to get an action to auto run on transtion into a workflow state, however on completion of the action ACU gives an error that the action is disabled.the steps to reproduceConfig Leads (CR301000) Screen In Standard inherited workflow In the Open state Set the action “CreateContact” Auto-Run Action field to True in a new lead with status “New” click the “Open” action The “Create Contact” dialog pops up, but on selecting “OK” the error message states that the “Open” action is disabled. After clearing the error the state has transitioned, however the contract was not created.What am i doing wrong?I have also tried to run the Auto-Run action at the “Sales-Accepted” state, however I got the same error.

Joe SchmuckerCaptain II

asked in Develop Customizations

Trying to write details of an exception to the Trace log

I am using a try - catch and trapping an error. When I get the error, I want to write it to the trace log. I am able to write to the log. There is a property in the System.Exception called “InnerMessages” that is an array of the actual errors that caused the exception. Here is a print screen of the InnerMessages that shows the details I want to write to the log: I write to the log with PXTrace.WriteError(ex);This is the only thing that shows in the Trace screen. It just shows the basic message and the place in my code where the error occurred.My thought is that I could cycle through the InnerMessages array and write it to the trace log so if my customer has an error, I can actually know what it is.Does anyone know how I can access the InnerMessages property? I cannot find any way to do it.

kseverud34Freshman II

asked in Everything Else

Visibility and location of action menu items

Hello,There are two areas that I have questions about:1) My existing code logic locates my two action menu items "CREATE CUSTOMER TEST" and "CREATEVENDOR TEST" in the "Other" section of the "dot dot dot" menu (below). How can I relocate those menu items to the "Record Creation" section?2) The same code that adds the action menu items to the "dot dot dot" menu also adds the two menu items to the main toolbar menu.Is there a was to hide the menu items so that they are not visible on the main toolbar menu but still visible in the "dot dot dot" menu?Thank you in advance.Ken Severud My code behind:

mschumacher51Freshman I

asked in Financials

How to calculate commissions on payments based on invoices from projects

I have what seems to be an interesting challenge; how to calculate commissions based on paid project based invoices. This differs from many other commission based systems based on accrued sales. Commissions at this company are based on payments received on project issued or related invoices.I can see payments coming into table ARPayments based on a calendar date or fiscal period. But when I try to connect those payments to the project that initiated the invoice and payment, that is where my challenge begins. If I am not on the right path, please put forward some alternative suggestions.Some constraints:All payments are initiated by invoices either directly issued through AR (so the project is referenced in the details tab) or through a project generated invoice. So, at least theoretically, a payment should not received unless an invoice, that is in AR, has been issued.If I start a GI or report from the ARPayments table, to capture all payments based on a calendar period, and then

asked in Reports and Generic Inquires

Power BI Widget on Apple Device

We have problems displaying the Power Bi widgets from the Dashboard in the browser on Iphone and Ipad. On Android it works.Does anyone know how to display the widgets without problems?Thanks!

mikesamons62Freshman I

asked in Develop Integrations with Web Services | APIs

Options for batch updates of custom objects via REST

Hi, hoping someone can provide some guidance and clarity with an enhancement to our customization package.To generalize, We have a custom class Widget that we use to track the status of entities being processed in an outside system. The Widgets are stored in the DB have a Widget Maintenance screen, and we use the REST endpoint to work with Widgets as needed.To enhance performance, we would like to start batching requests to update Widgets. At present it seems the options are,a) Send a text string to an action or class and deserialize it into Widgets.b) Create a second DataSource that defines the Widget collection as a Details group so that Widgets are submitted in an array.c) Re-architect so that Widgets are always a details collection and never accessible as a top-level object.My gut is telling me that 'a' would violate best practices and that 'b' would as well for allowing deadlocks/collisions if the existing path were to update records at the same time as the batch process.So, would

SBalmer1Freshman I

asked in Develop Integrations with Web Services | APIs

How to look up country code using country name with REST?

Our integration creates order in Acumatica via APIs and we override and fill in the ship to address as part of the order creation process. We get an error when we send the country name instead of country code. For example if we use CANADA instead of CA, Acumatica will not accept it. Our commerce system does not have country codes and all we have are the country names. While we can create our own table lookups in the origin system, this shoudl not be required. As a workaround we can use a GI and manage a custom endpoint but this shoudl also not be needed.The question is why is country table not available in the default end point so we can lookup country codes using full names or are we missing something?

asked in Everything Else

DeviceHub requires logged on user - use as service

It appears that DeviceHub must be running in an interactive session. If you log off the session then DeviceHub closes. Is there a way to make this run as a service so it’s always running regardless of logged in user?

yeehangchong19Freshman I

asked in Develop Integrations with Web Services | APIs

Issue with Time format on Work order

We are passing work order time fields in api getting error:{ "OrderNbr": { "value": "W-222231" }, "Labor": [ { "note": "", "EmployeeID": { "value": "1083" }, "ActualStartTime": { "value": "2022-10-17T18:00:00-04:00" }, "ActualEndTime": { "value": "2022-10-17T23:59:00-04:00" }, "StartDate": { "value": "2022-10-17T18:00:00-04:00" } } ]} Error:WorkOrder.Labor[0].ActualEndTime: The times are invalid. The end time cannot be earlier than the start time.\nWorkOrder.Labor[0].ActualStartTime: The start time cannot be later than the end time. Correct the values.\nWorkOrder.Labor[0].StartDate: The start time cannot be later than the end time. Correct the values. Can anyone know what wrong with this?

jmorganJr Varsity III

asked in Financials

Secure AP export file (ACH)

Our clients are making use of the automation features in AP that scan and create an AP transaction from the AP invoice and then route the AP invoice for Approval.They want to automate the process all the way to final payment, which can be done now. However there is a weakness at the moment as the file that gets created when exporting the payment file is not secure. It is in a format that can easily be edited.We feel that it is important to complete this full automation by providing the necessary security on the file and a secure connection to the bank upload platform. Thanks James

Lindsey23Freshman I

asked in Everything Else

Customer/Vendor Default GL Code overriding Non-stock Item Codes

Hello all,I have the following scenario:The GL Account on an AR Invoice created with a Customer extended from a branch is pulling the default GL Account from the Customer Record. When I add a Non-stock item to the details, the item’s GL Account is NOT overriding the default GL Account from the customer record. The GL Account on an AP Bill created with a Vendor extended from a branch is pulling the default GL Account from the Vendor Record. When I add a Non-stock item to the details, the item’s GL Account is NOT overriding the default GL Account from the vendor record. I tested and do not have this issue with vendors created from the vendor screen. Has anyone come across a fix for this? Thank you, Lindsey

JonahFreshman II

asked in Develop Integrations with Web Services | APIs

Query data for a single company

I am creating an integration with Acumatica and I would like to give the user an option on which of their companies they would like to connect.However, when I query any data endpoint (such as a list of ledgers or journals), I receive the information for all the companies that belong to that user. This means it was irrelevant for the user to select which companies they wanted to connect.Is there a query param that I can pass to the endpoints that will return only the data for the company I specify? I have not been able to find such a thing in the documentation. If not, what is the best approach for getting around this?Any advice would be appreciated.

nawanjanahansamali50Freshman II

Displaying Cases in Customer Portal

Hi all, When a user put a case in customer portal, it is not displayed in “Open Cases” in customer portal. Could you please let me know that how it is setup to show “Open Cases” in customer portal? Thank you.

Francis NjukuFreshman II

asked in Financials

Wrong Transaction Date.

This batch was created on journal transaction with the post period as 01-2023. However the last detail line seems to have posted in 02-2023 which seems to be the editting date. How did this happen as the transaction date on the details line is not edit enabled ? How did a line change its date when the whole voucher has a date already.

swartzfegerFreshman II

asked in Reports and Generic Inquires

Expression to change field color in report writer

Hi, we have a report with some colored fields in report writer, but if a customer is INACTIVE, we would like to highlight the field RED (first row would be the inactive customer):the layoutPretty sure I need an expression here in Report Designer, but not sure what the syntax would be -- my syntax is clearly wrong! :Dif [BAccount.Status] = INACTIVE, then MAKE RED isn’t correct:)How do I correctly express this, and does it go into Properties>VisibleExpr?Thank you so much!

nhatnghetinhCaptain II

asked in System Health and Performance

How to fix error "Execution Timeout Expired. The timeout period elapsed prior to completion of the operation or the server is not responding"

Dear ALL,When I did the feature like below, it got error “Execution Timeout Expired. The timeout period elapsed prior to completion of the operation or the server is not responding” Finance > Master Financial Calendar > Actions (Close Periods) > Press “UNPOSTED DOCUMENTS” Please help me how to solve this error.Regards,NNT

asked in Everything Else

AddAfterProcessCallback - not available after 2022 R1 upgrade

After our recent upgrade to 2022 R1 , we can see AddAfterProcessCallback is no longer available. Any suggestions?

1
...
361
362
363
364
365
366
367
...
624

Page 364 / 624

Badge winners

Yulia Steinberghas earned the badge Reports and Generic Inquires expert
CorbinHursthas earned the badge Easy talker
Laura02has earned the badge Innovator
APistoriushas earned the badge Easy talker
tarashas earned the badge Customizations expert

Show all badges

Powered by Gainsight

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Social Login

Login with your Acumatica account

Login to the community

Social Login

Login with your Acumatica account

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK