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16339 Topics

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manuelschulzeFreshman II

asked in Configuration and Installation

Problems with Microsoft Exchange / IMAP Email Synchronization

We’re trying to get the MS Exchange integration working. Part of it is working, calendar events and to-tos are being synced properly, and sending of emails works fine as well; however there are issues with syncing the email inbox.Our customer’s instance has two tenants, one for testing purposes and one that’s actually in use by our client (I’ll call it production).On the test tenant what happens is, I have to move emails from the inbox into a subdirectory of the inbox with the same name as is configured in the email section of the sync policy (SM204010). As far as I gathered, this is expected behavior.Whenever the sync process is executed, the emails from that subdirectory will show up in Acumatica, but on the exchange server the emails are automatically being moved back out of the subdirectory and into the main inbox folder.Is that also correct behavior? It seems strange to me. And if I manually move the emails back into the subdirectory and run the sync again, the emails do not appea

3175

1 year ago

oshadarodrigo64Jr Varsity III

asked in Develop Integrations with Web Services | APIs

Unable to cast object of type 'System.Threading.Tasks.Task`1[System.Collections.IEnumerable]' to type 'System.Collections.IEnumerable'

Hi, I need to call api to retrieve some transactions details from 3rd party application into acumatica erp. For testing, I used below code in my own customization project. This is a POST request and url is also defined there. public virtual async Task<IEnumerable> InsertSelectedLines(PXAdapter adapter) {foreach (PXResult<SOLine, SOOrder> result in POrdersView.Select()) { if (lineExt.Selected1 == true) { APProformaItemList toBeInserted = new APProformaItemList(); toBeInserted.Ponbr = order.OrderNbr; toBeInserted.LineNbr = lineNbr++; var url = String.Format("https://sandbox.corporate- api.hsbc.com/mock/v2/transactions"); HttpClient client= new HttpClient(); //added reference client.DefaultRequestHeaders.Add("ContentType

anyone who knows how I can add approval roles thank you

can you teach me how to add someone in approval roles thank you

1173

1 year ago

chidao

asked in Distribution

Sales Orders - Show Lot/ Serial Number

HI All,The Screen Sales Order always shows <SPLIT> on the Lot/ Serial Number Column.There is any way that we can show the content instead of <SPLIT>?Thank you,Yên Chi

6977

1 year ago

patriciabatisti2Freshman I

asked in Distribution

Invoice freight non stock item with last stock item shipped

Hello, I have a client that would like to invoice the non-stock item with the last shipped stock item from the sales order. Currently the non stock item freight is added to the first invoice created for the sales order. Is there a way of control this or do we need a customization? Thanks, Patricia

352

1 year ago

nhatnghetinhCaptain II

asked in Develop Customizations

How to create a new screen just like the existing one in Acumatica ?

Dear ALL,Please help me how to create a new screen just like the existing one in Acumatica (Fastest way)Example: Create a new Screen (SO.30.10.02 - Sales Orders 2) with the same data fields and features as the screen (SO.30.10.00 - Sales Orders)Best Regards,NNT

2503

1 year ago

mschumacher51Freshman I

posted in Financials

My Cash Account doesn't balance to my GL financial period

I have experienced 2 situations recently where the cash account balance might not match the GL at a given date. Here is how I reconciled them. Not all GL transactions are in the cash account:This can happen if the cash account was opened after transactions have been posted to a given GL bank account. Unlike other re-balance account screens, the Banking » Processes » Recalculate Account Balance will actually add missing GL transactions to Cash Account that are in the GL but not the cash account. This is not very well explained in Acumatica Open University but I discovered on a recent ticket to Acumatica. To take advantage of this solution, rebalance the cash account as of the oldest financial period available.Transaction dates don’t match Financial period.Acumatica let’s you override the financial period after entering a transaction date. Bank reconciliation runs on transactional date but the GL runs on Financial Period. I had a client post many (read millions of dollars) to the cu

4980

1 year ago

KMcGuire

asked in System Health and Performance

Restore snapshot: Violation of PRIMARY KEY constraint 'Note_PK'.

I have created a snapshot without attachments and wiki and exported it to XML from a production instance. When I attempt to restore the snapshot to a different (test) instance, I get an error: - Violation of PRIMARY KEY constraint 'Note_PK'. Cannot insert duplicate key in object 'dbo.Note'. When I do a search in the notes.xml file from the snapshot export, the id identified in the error message is <row NoteText="" GraphType="PX.SM.EmailSendReceiveMaint" EntityType="PX.SM.EMailAccount" NoteID="e6ed61c5-0122-ec11-9b48-00224843cfc4" /> The test instance to which I am restoring already has a older version of the same data. How should I resolve this?

3612

1 year ago

darylbowman

asked in Develop Customizations

Why does a custom grid action display with no text in the context menu?

I created a custom action called ‘Update Lot Nbr/Expiration on a grid: Why does the context menu item have no text?

784

1 year ago

brucewarrell96Jr Varsity III

asked in Low Code | No Code Customizations or Integrations

.rpx file extension required

Using 22R2. We have a customization to print a custom report via Device Hub. The report is sent to Device Hub but does not print. The log shows the following:5/19/2023 3:17:59 PM - [Warning] Retrying to retrieve PDF-file for Task #1.1 Print Jobs (Duration: 215.0806 ms.)... (Attempts left: 2).5/19/2023 3:17:59 PM - [Printer] Restart print queue monitor. Reason:Unknown, Context:LoadPdf5/19/2023 3:17:59 PM - [Printer] Logging out...5/19/2023 3:17:59 PM - [Printer] Logged out.5/19/2023 3:17:59 PM - [Warning] Retrying to retrieve PDF-file for Task #1.1 Print Jobs (Duration: 259.5783 ms.)... (Attempts left: 1).5/19/2023 3:17:59 PM - [Printer] Restart print queue monitor. Reason:Unknown, Context:LoadPdf Waiting for completion.5/19/2023 3:18:00 PM - [Printer] Logging in to https://nlacumaticarts.mydomain.com/AcumaticaERP...5/19/2023 3:18:00 PM - [Printer] Initializing printers...5/19/2023 3:18:00 PM - [Printer] Printer BWHP initialized.5/19/2023 3:18:00 PM - [Printer] [Error] An error occur

1203

1 year ago

rwhetsell77Freshman II

asked in Distribution

Can the "Sold Since" date in the "Add Items" window be defaulted for a different amount of time?

I realize that the “Sold Since” date defaults to three months from the current date: Is there a way to default this to a different amount of time? A client may want to go back further, say six months, and not have to change this date every time.

423

1 year ago

helpdesk37Freshman I

asked in System Health and Performance

USER ACCESS RIGHTS

How can I can restrict and deny a user from creating a vendor? Which form or screen do I use?

5092

1 year ago

SclintonFreshman I

asked in Everything Else

Printing Issues

Hi, I have had some issues when printing. 1. The wrong logo for company will print sometimes? When I apply notes they do not show when printing out? Trying to print waivers and it is coming out blank?

1344

1 year ago

jrsmith

asked in Manufacturing

How to block stock?

What’s the best way to block or place a certain quantity of an item on hold in Acumatica? This would be useful if you have missing inventory and want to have that amount not show as available for production while you look for/investigate it prior to returning back to available or writing it off.

712

1 year ago

Chris HackettAcumatica Community Manager

posted in Community site discussions

Ask a Question, Get an Answer - May 15 - May 19, 2023 - any extra help appreciated this week!

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 May 2023 Tips and TricksHI Everyone! Here are some tips and tricks on using Acumatica efficiently! Thank you @kandybeatty49! Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@meganfriesen37 @darylbowman @manikantad18 @Laura02 @iqraharrison48 @nathantrauscht @davidnavasardyan09 @Naveen Boga @aaghaei @NataliaRozhikhina96 @Anacarina Calvo @sweta68 @RohitRattan88 @bgreene87 @angierowley75 @Heidi Dempsey @Christina @Sai Chettiar @Pinny @PatrickSchlenker90 @caseyh35 @lauraj46 @estebanperalta54 @Debbie Baldwin @marina25 @joelhoffman @Doug Johnson @

770

1 year ago

paengesser82Varsity I

asked in Develop Customizations

How to approve a PO via code

In order to create test data I need to be able to create and Approve POs via code. Eventually I will use this in a Customization Plugin for populating the instance with documents to run Integration tests against. Right now I’m just trying to create 1 PO with 1 line item and get it to the open state. Creating the PO and removing the PO from hold has been pretty straightforward, the piece I’m having difficulty with is Approving the PO.Here is my test method which I’m trying to get to work. public PXAction<ISPSOutboundPOLog> createPosTest; [PXUIField(DisplayName = "Create POs Test", MapEnableRights = PXCacheRights.Update, MapViewRights = PXCacheRights.Update)] [PXButton] public virtual IEnumerable CreatePosTest(PXAdapter adapter) { var PoOrderEntryGraph = PXGraph.CreateInstance<POOrderEntry>(); // Create a new Purchase Order header POOrder newPO = new POOrder {

1816

1 year ago

sglenn39

asked in Construction

Rebilling AIA/Pro Forma after Reversing a Progress Billing

All, We are new to Acumatica, and we are running into an issue when we have to reverse a progress billing. We reversed it using the Proforma, not the AR function, and applied the credit memo as we have been trained. The issue we have now is when we try to rebill the project, the system reflects the percent billed that we reversed and we cannot correct it. We need the ability to reverse and later rebill the same percentage without issue. Has anyone else run into this issue? If so, how did you correct it?

SclintonFreshman I

😊In AR reports, What is the best way to find what has been billed and what the owner has paid/owes?

733

1 year ago

enriqueyFreshman I

asked in Develop Customizations

how do I copy and modify a report

Hi Team,How do I copy and modify a report? I need to modify the positive pay upload file so the date format is mm-dd-yyyy. I would like to create a new report just I don’t modify the original. Thanks,

8144

1 year ago

rmillerKimballVarsity I

asked in Reports and Generic Inquires

Business Event not triggering after activating Real-Time Order Sync

I recently turned on Real-Time sync to Prepare & Process Sales Orders in Acumatica. I tested this in a sandbox environment and thought I caught everything, but I missed that it is not longer triggering the Business Event I set up to send customers Order Confirmations.We have 2 Reasons for enabling the Real-Time sync:Provide the customer with an email confirmation quicker than the scheduled automation task was providing (We send through Acumatica instead of BigCommerce to provide the customer with the Acumatica SO#) Orders with Multiple Shipments were only ever getting the first shipment synced back into Acumatica. I tested this in our sandbox and Real-Time sync was consistently syncing all shipments for every order.Is this a known bug, and would there be something in my business event I could update to send an order confirmation email out on a record creation, but make sure it doesn’t send multiples on any changes?*note: Sandbox was tested in 2022 R2(22.214.0019) as we will be upgr

680

1 year ago

bclarkJr Varsity II

asked in Financials

Trouble with Expense Receipt - AP Subaccount Cannot Be Empty

Hello, We are experiencing an issue when attempting to release an expense claim in the system. Everything to me appears to be filled out correctly, but we get the following error when trying to release the claim. Here is a screenshot of the Trace Log that basically just shows the same thing. From the first screenshot, it looks like the Expense account and subaccount are filled in correctly. And I’ve compared this claim to others that have been able to release. Any ideas why this one won’t go through?

1642

1 year ago

amyj03Jr Varsity II

asked in Payroll

Setting up payroll for a new client. One Earning Type code, out of many, is not to be included in over time calculations. Does anyone know how I might configure this exclusion to OT?

My current client has many Earning Type codes and they are all included in OT calculations except one. This miscellaneous Earning type is used when the company ‘gifts’ an employee a day off with pay. A gifted day off, such as this, is not eligible to count towards OT pay for the week. Has anyone ever run into a scenario like this? Thanks in advance for any input.

1435

1 year ago

VBrundageFreshman II

asked in Financials

Stop previous day changes

I am looking for suggestions on how to prevent previous day postings. I do daily reconciliations of sales and COGS accounts. Everyday I am having to go back and do each day because there are changes and my numbers are no longer balanced. This has become very cumbersome to manage. Is there a setup that we are missing to stop the constant changes?

352

1 year ago

prarthana32

asked in Other Developer Topics

Store content of an email alert sent to a separate email client in the database

Hi,There is a requirement from a SaaS customer to create service orders with data extracted from an email alert they receive from a third party application. This email alert can be sent to any email address specified by us. The issue lies with storing the email content in the Acumatica database as the email alert will be sent to a separate email client. Once the email is stored in the database, we will be able to manage the rest through the business logic.Would appreciate any support/ guidance we can get on storing the email content in the database.

130

1 year ago

yashodhalakshini85Freshman I

asked in Financials

Over Payment Recording

Hi Team, I would like to know how to record the over payments for utility bills ?For an example suppose my electricity payable account’s balance is $100. But the payment has done $110. How can we record this transaction ? Thanks & Regards,Yashodha

2581

1 year ago

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About Acumatica ERP system

Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.

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