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anyone know to set this up? 

Hi All,Is there a way to get the list of published customizations on an ERP site via an APi call?For example, there is Site A which has 2 customizations and Site B has 5 customizations, we need to get the list of published customizations on each site without logging in to the site i.e. via an API.Is it possible? 

Is there a way to add compliance rows as part of the Project Templates?

At transition, the team made several errors when posting invoices and payments.  And when correcting the errors, additional issues were created.  Scenario:  AR Invoice was posted for $354k - invoice was paid by client in two payments.  When the 1st payment was applied, the Amount was not changed and the payment was posted as the full inv amount, but the payment was for $256k. Transactions were posted 11/2023. When the second payment was posted, it resulted in a negative AR. To correct the issue, the 1st payment was voided, but the void was posted in the wrong month.  Voided posted in 03/2024. To correct the incorrect month, the re-posted payment was voided (2nd Void posted in 03/2024) and reposted in the correct month 11/2023. Learned through this that you can’t void a void.  And have since reviewed a post on this forum how to correctly move an incorrectly posted voided payment from month to month. But the result of these voids is a discrepancy in the AR GL account.  It is overstated b

We have a client that has a financial period as user defined field that is receiving an object reference error when upgrading to 24R1.  I have verified the data is saving in the database, and I have tested different FinPeriodID selectors on different screens with the same issue.  We have a case open, but I wanted to see if anyone else has a workaround. 

Hi ,I have made a mistake and I’m trying to correct it. I would appreciate some help here. Error - I have created some fixed assets with wrong class, wrong cost account and accumulated depreciation account. The fixed assets are active from 01st of July and the depreciations are perfumed for the past month. (July)Correction -  I need to transfer the cost, Accumulated depreciations to the correct account while adding the FA to the correct class affecting to the period of July. Blockers -I tried to change the class (Transfer between classes) which transfer the cost, acc dep. But it post the transaction into August. I changed the system date to July 31st but still the transfer entry posted to 1st of August. I tried Transfer assets option, but assets are not visible in the transfer form as of 31st of July. Kindly expect some help here. Thank You,Dulanjana 

Meet Debbie Baldwin our Acumatica Community Featured Member for August 2024. It’s great to have you as part of the Acumatica Community @Debbie Baldwin!Here is a little bit about Debbie:Hello everyone! I am Debbie Baldwin, the Director of Product Management for Manufacturing at Acumatica. I have been with Acumatica for over 5 years. Originally from Columbus, MS, I moved to Atlanta, GA in 2002 to start my career in the software industry. Over the past 22 years, I have learned a lot, faced challenges, made great friends, and had many laughs. One of the most rewarding aspects of my job is interacting with and learning from our customers. I find it fascinating to see the unique ways in which each customer operates their business and the products they create.In my personal life, I have a 32-year-old daughter, 4 stepdaughters, and one granddaughter. Needless to say, my husband doesn't stand a chance!Competitiveness has always been a part of me; I used to play basketball and softball in colleg

I have an Generic Inquriy column called orig_ord_type which, depending on the ARInvoice.DocType could either be a ‘C’ for Credit or an ‘O’ for Invoices and Debit Memos. My logic for this  is =IIF(LEFT([ARInvoice.DocType], 6)  =  'Credit', 'C', 'O') which accounts for Credit Memos and Credit WO (Write Offs) which should be coming up as ‘C’, but everything is coming up as an ‘O’. I’ve even tried using =IIF([ARInvoice.OrigDocAmt] < 0.00, ‘C’, ‘O’) and anything listed as a Credit still had an O in the column. If anyone has other ideas, they would certainly be appreciated, even using the =SWITCH function. I’ve tried the =SWITCH and I received an error about the MEMO token. 

Hello Support Team,1.After successfully publishing the 2023R2 package, I encountered the following issue when restarting the site.I went to the config file under the sitemap section and set the enable option to true.. After reloading the site, I encountered the following issue. I've double-checked my connection string, and everything is defined correctly. Is there anything else that needs to be added to the web.config file? 

Hello,I’ve configured a Generic Inquiry for invoices and memos screen and a push notification of type of webhook to receive data change events to my external system . Acumatica is Sending the evnet data but the notification data is having multiple elements (lines) in the inserted and deleted arrays. I would like to limit the number of elements (lines) to be send via push notification since I’m facing push notification  failures due to data size. Kindly request to assist me on fixing this issue.Example push notification data:{  “Inserted”: [    {“ReferenceNbr”: “AR0001”},{“ReferenceNbr”: “AR0002”}  ],  “Deleted”: [],  “query”: “Generic inquiry name”}

Hello all! Looking for best practices and solutions in regards to updating the Cost budget of a project, We have around 7000-8000 active projects a year and on some occasions a Inventory product that we use may be discontinued. We would need to update and replace that item in bulk.  We would also potentially need to do this on templates for the projects in mass. As an example: if our builders are using a Sterling toilet tank and bowl and decided that they wanted to now use a gerber tank and bowl. We would need to mass change the templates for that builder (could be many depending on how many plans they are building) and the projects that could already be active and in some stage.  This is not just a part number change that we could alter the Inventory ID, this is a complete line change. we also use the system for sales orders and shipments and inventory so the parts touch that also. 

Hi guys, I have a problem, I have created an action that makes me attach an existing Report created by me.The problem is that the attachment does not show information, if I go and run it on the same report screen if it shows information, here I show images, plus my code that makes the attachment.Code:public PXAction<PX.Objects.PM.PMQuote> GeneraPDF;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "PDF")]protected void generaPDF(){  const string reportID = "XP995100";var parameters = new Dictionary<string, string> { };parameters.Add(nameof(PMQuote) + "." + nameof(PMQuote.QuoteProjectCD), Base.Quote.Current.QuoteProjectCD);byte[] byteArray = GetPDFDocumentFromReport(parameters, reportID);PX.SM.UploadFileMaintenance upl = PXGraph.CreateInstance<PX.SM.UploadFileMaintenance>();PX.SM.FileInfo fileinfo = new PX.SM.FileInfo($"{Base.Quote.Current.QuoteNbr}.pdf", null, byteArray);if (upl.SaveFile(fileinfo, PX.SM.FileExistsAction.CreateVersion)){    PXNoteAttribute.SetFi

I'm working on making the Qty field in labor for production orders a required field with a value greater than 0.00 in Acumatica. I set the correct field as 'true' and published the project, but it doesn't seem to be working. Should I add a condition or incorporate this requirement into the workflow to enforce it?

One of my clients recently upgraded to Acumatica Cloud ERP 2024 R1, Build 24.106.0018+. They also installed Repay version 24.0814.0, the latest release as of August 16, 2024 (sourced at https://releases.repay.com/label/31329). Since installing this version, they have encountered partial functionality issues.I can add a payment method to a customer account and create a payment. However, when attempting to capture the payment, no transaction is created in Repay, and I receive the following error message: "Error during request processing. Transaction ID: 5964, Error: GetItemExtension failed." Additionally, I've created a sale in the Repay Virtual Terminal and tried to record that payment in Acumatica. When I go to Payments, add the payment method, and attempt to record the credit card payment, I get the following error: "AR Error: Credit card processing error. Internal: Object reference not set to an instance of an object." Finally, when I try to create a payment method from the customer

Hi to everyone.Im new using the “Import Scenario”, i want to enable the backflush field of the BOMs, i did a test with 4 items and i get to update the first 3 without problems but on the last item i found duplicate items.can someone help me please? 

I have a special use case that I need to have Acumatica Engine to skip Branch Access Rights verification on a specific Selector. Out of the box, when Access Right is imposed to Companies/Branches using the User Roles, Whereever Acumatica Engine points BranchID in a DAC which is subject to Row Level Security adds a clause to where statement something likeBranchID IS NULL OR BranchID IN (IDs of the branches user has access)How I can force the system to skip these access verification in a specific selector. I have used CacheAttached Event and am “Replacing” the selector attributes but still the list is shown is filtered by the branches user has access. I tried a simple selector something like[PXSelector(typeof(Search<CashAccount.cashAccountID>))]but still I see where statement is appended to limit the branches user has access. How I can go around this?

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. Acumatica Community Webinar - Acumatica Customer Portal Payments - August 27, 2024 | 9am - 10am PTThis webinar will cover main features and benefits, installation, set-up steps and common payment flowsRegister HERE Debbie Baldwin - Acumatica Community Featured Member for August 2024Meet Debbie Baldwin our Acumatica Communi

 Hi,Version: - 22.207.0013i would like to add new custom value in reasons combo box of opportunity close won. I unable to add, can anyone give me suggestions for this modification.     I tried in this version 22.207.0013I tried as field in the left-hand side, select the field reason click on Combo Box Values,add new values but unable to do it.I need to add custom value in reasons combo box of opportunity won/close.I tried so many times solutions, but it is not working.can anyone help me for this modification? I would like to be able to add additional reasons for marking an opportunity as lost. Has anyone found a way to do this?Thanks in advance.

HI:I was surprised that I could not find the Generic Inquiry: “Item Availability Data” under the workspaces.  Fortunately the I100 Integration Scenarios course mentioned the screen id: INGI0002. I rebuilt the Fast searching index but still no luck.Is that normal?Please help.ThanksToon Six

I am looking at adding a GI for customer Service Order lookups, that will allow me to issue user credentials to a few customers.  From there they can look up basic information on all their current Service Orders.  Unfortunately it does not appear that the Self Service Portal is capable of Service Orders, only cases.  (Hopefully they will add this natively soon).I was hoping to create a Dashboard that would show the relevant information but that was tied directly to a login.  It doesn’t look like you can create an Attribute directly for the User but you can for the employee.  I was thinking about creating an Attribute at the Employee Class level “Customers”, that allowed for me to enter the customer number assigned to the login.  What I don’t know how to do, is to associate the GI with the current person logged in and place a condition in the GI that looks at the Attribute (Customer) and filters the customer based on that info.  Any thoughts, or potentially better avenues to go about th

The 23R2 release notes documentation mentions that a method (ConfirmPackage) was removed.  However, the full release notes doesn’t mention how the Pick/Pack/Ship classes were refactored. Does anyone know how to replace this method?  I need to override the Process() method in the PickPackShip.ScanCommand class to automatically Confirm Package. 

In 23R2 is it possible to restrict user access to lead, opps and BAs using sales territories? My exploration suggests not, but I wanted to ask on the community in case I have missed something obvious.

I am trying to create a GI that shows all Employees who have clocked into jobs, but have not yet clocked out. I have 2 GIs set up that combined seems to get what I want. I am getting all entries where StartTime is NOT empty and where EndTime IS empty. I am doing this on the AMClockTran and AMClock Item tables.Is there a way to get all employees that are currently clocked in on one report?What is the difference in these 2 tables?

I have an import scenario that will create sales orders from files added to an FTP server. I can set up an automation schedule to run the import scenario (we need it to import multiple times a day), however it is unpredictable when new order files will be added to the FTP site and I don’t want the import scenario to run if a new file hasn’t been synchronized, otherwise it will create duplicate sales orders in Acumatica.Anyone have any direction on the best way to go about this?

As a potential customer, I’m evaluating Acumatica as a replacement for an aging ERP system.  We have a home-grown CRM system for one company with an attached mobile app that is used to build quotes and create orders in that system.  It calls a web service in the ERP system to simulate an order to get pricing, shipping costs, and tax rates and a few other indicators relative to the sale.  The order is not a “real” order until released to the ERP system for shipment and some orders never hit the ERP system.  Is it possible to simulate a sales order (or quote) to get back pricing details without creating it, i.e., do this and give me the details but don’t commit? Or do you have to create then delete which seems like it would increase the transaction burden?  I have reviewed the web service endpoints and REST API classes but haven’t found anything that indicates the possibility.  Thanks.