Discussion Forums

How do we test an email template to ensure it looks the way we want it to when received by our customer? 

How do we add other employee email addresses in place of the Sales email in the From section of our email templates? 

I am trying to figure out how to get the status of an Engineering Change Request to be Rejected. When I reject a request it just puts it back into the On Hold status and allows the user to submit the change again. I’d like to figure out how to Reject it.

Please excuse my ignorance but our organisation is new to Acumatica. We currently utilise an internally created excel quoting template due to complexity and dynamism of quoting requirements. I am interested to find out whether we are able to create a PUT or POST through the API from the Excel document by Product code, Quantity and some other details or if there is a default excel template for Acumatica which we can move our data in to and then import in to Acumatica? Working in both Acumatica and Excel would allow us to build out the quote and then import the data to Acumatica as the single point of truth however have two reference points to ensure we don’t miss anomalies?

I have a generic inquiry that shows PMTimeActivity Data. I’ve allowed Mass Update, and want to be able to mass update Project Tasks. However, the Project Task selector has no available tasks to select. I can ensure there are tasks available for this project, but they don’t show up in this selector. I’ve also put Project Task Id in the results grid. It’s also worth noting that Project and Service Item selectors work fine. I have a bad feeling it’s because the selector doesn’t know what Project to reference, as that is a requirement of ProjectTaskID in the PMTimeActivity DAC (DAC code copied below). Any ideas or work arounds? #region ProjectTaskID public abstract class projectTaskID : PX.Data.BQL.BqlInt.Field<projectTaskID> { } [PXDefault(typeof(Search<PMTask.taskID, Where<PMTask.projectID, Equal<Current<projectID>>, And<PMTask.isDefault, Equal<True>>>>), PersistingCheck = PXPersistingCheck.Nothing)] [ProjectTask(typeof(projectID), BatchModule

Adding a Text box in a UDF on Invoices and receiving the error “Index was outside the bounds of the array”.I have many UDFs throughout Acumatica and not understanding why this can not be added. 

I’m trying to invoke the following: GET {{url}}/entity/Default/22.200.001/TimeEntry?$filter=cf.DateTime(f='Items.Date')%20ge%20datetimeoffset'2024-08-01'%20and%20cf.DateTime(f='Items.Date')%20le%20datetimeoffset'2024-08-16'&$select=Date,ProjectID,TimeSpent,BillableTime,EmployeeAuthorization: Bearer {{token}}Accept: application/json However, I receive the following error:{ "message": "You have insufficient rights to access the TimeEntry (PM209100) form." } When I add my user to the “Administrator” role it works fine, but I prefer using a custom role.Which permissions do I need to add to the role to make this work?I’ve tried adding all “Time and Expenses”, “Projects”, as well as “Project Management” permissions to no avail. 

I want the “Mark for Production” checkbox to be selected automatically for certain components. I thought that this was achieved via this screen on the item, but it doesn’t seem to work as I’m expecting it to. Why doesn’t that field auto check/un-check based on the item settings?   

Hi ALL,We have Cases that are repeated periodically every 3 months, 6 months, etc., such as air conditioner maintenance, employee computer cleaning, car maintenance, etc.Take air conditioner maintenance as a specific example. We created a Case called "Air conditioner maintenance" and we closed this Case when it was completed. The air conditioner maintenance work will be repeated after another 6 months. How can the closed "Air conditioner maintenance" Case automatically "Open" again after another 6 months or How can the system automatically create a new Case "air conditioner maintenance" after 6 months? Best Regards,NNT

Hi Everyone,I'm localizing a tenant to Portuguese, but I keep getting an error whenever I open the screen where the specific string is linked because the strings contain "/". Does anyone have any ideas on how to resolve this issue? 

good day everyoneanyone can help me  what would be  the proper procedure in this scenario: i made a SO, then create shipment for it then invoiced it. the thing is i forgot in SO the column of shipping rule was tick as cancel remainder, it supposed to be back order allow, but i already made shipment and invoiced it already.the status of SO is ‘Completed’, the status of shipment is ‘Completed’ & the status of invoice is ‘Open’ we did not aply payment yet to this transaction because we made mistake from SO in column shipping rule and we are trying to find ways how to revert the transaction from invoice to shipment and the inventory to return to warehouse location and we can correct the SO to use it again.can anyone enlighten us abt this matterLooking forward for your helpThank you  

Very Cool new surprise for 2021 R1.  Dead Stock inquiry screen lets you see non moving inventory. Here’s a quick video.  https://youtu.be/vkh6yhUK1qA 

The Acumatica Developer Conference is an annual conference that provides our technical community with the in-depth knowledge & tools required to build great customizations, integrations and even applications, fully utilizing Acumatica’s cloud xRP platform.This year’s event will be held over three (3) days with about four (4) hours of presentations each day. We are organizing the event into three different days, catering to different knowledge areas: Beginners, Intermediates, and Advanced. Our speakers are finalized by our CTO, Mike Shchelkonogov, along with other Acumatica and Technical Community speakers. The agenda and speakers are still a work in progress, and we will provide updates as soon as they are finalized.Learn more and register HERE: https://www.acumatica.com/developer-conference/devcon-2024/ 2024 Virtual DevCon Sessions Schedule - (U.S. Pacific Time) Oct 01 Tuesday10:00 - 10:15 amVlad Sushkin - Welcome 10:15 - 10:30 amAli Jani - Kickoff 10:30 - 11:30 amTBA - Developer

Did anyone else have their Amazon Connector quit working this morning? Mine has been down for about 5 hours. I have tried the steps I know but haven’t been able to restore the connection. I am receiving the errors found at the end of this post. We are on Acumatica 2022R2 Build 22.219.0015What I tried: Tested Connection - Failed Ran Cloud Services Diagnostics (SM205090) - everything was successful Updated to the latest connector version (2023 R2 Update 11 updated to 2023 R2 Update 13) This was the problem last time we had a connection error.  Re-Authorizing Amazon Connection (second screenshot below).I have opened a ticket with my VAR, but was hoping someone here may have a solution as my VAR has been a bit slow to respond lately. Test Connection ErrorAuthorization Error 

I am attempting to create a dashboard widget that allows the sales reps in our company to track contacts who have a specific value set into an attribute on those contacts, in this case that value is “Garlic 2024”. when I open the all contacts GI and go to the results field for campaigns and either enter “equals Garlic 2024” or the “Is not empty” options it filters down to the campaign contacts properly but when I attempt to setup a filter in the dashboard widget using the same options it returns no results as though it is filtering out everything. is there something broken or am I doing this wrong?I included as many screenshots showing my settings as I could think of to help show what I am seeing here.

Upgrading a customization project from 23R1 to 24R1 I’m getting the following error:PrimaryKeyOf<MyDAC> does not contain a definition for BaseByHere’s the line of code.PrimaryKeyOf<MyDAC>.BaseBy<MyDAC.field1, Config>.FindBy(graph, field1);Is there a different namespace needed or has the BaseBy been removed. ThanksScott

How can I add the Remit to address to a Vendors GI? The account address is already used in the GI and is from the same table and is the same data field as the Remit to Address. The address being pulled for the GI is always the account address and is unable to also pull the remit to address. Has anyone ever tried doing this before? 

We have a client who is a “construction” company which also does manufacturing.  Since the materials they purchase ulitmately is applied to a project, they are required to pay sales taxes on their raw materials. Ideally, we’d like the PO and AP bill to calculate the sales taxes on the purchased goods (configured for Sales Tax Input), but would like the system to treat the sales tax as a landed cost to increase the value of the inventory.It seems like there are two mutually exclusive paths here:Configure the system to calculate the expected sales taxes on the PO and AP Bill by assigning tax categories to the stock items, tax zones to the vendor locations, and setting up the Sales Tax Rates with an input line. Do not configure the system to calculate the expected sales taxes, but rather enter the vendor’s taxes as a Landed Cost Accrual transaction to adjust the value of the received inventory, then add the LC accrual to the vendor’s invoice.  I suppose that if we’re using line-level tax

Could someone please advise how to update the default Vendor GL information in the location table?I have 650 records that need updating!Thank you.

Good day,I am setting up individual user emails (2023R2).  Tested the email and it worked.  However, when sent an email outside the system; the Name of the sender was correct but it was sent from the default user email address. See sampleEvan G<noemail@none.com.  Evan G is the name of the person sending the email. and the address is for another user. We are using Office 365 emails.However, when the user sends it someone inside the company the right email address is used. Is this a setting issue?  Or changes needed to preferences?  I have not sure how to start to tackle to make sure the user name sends from the correct email address.Thank you@Evan G   

Hi!  I just took over AR and can’t seem to find an “easy” Excel report for my AR Aging.The ones I have pulled don’t have the Vendor Name on the same line as the invoice detail.  Does anyone have an easy solution?Thank you so much!

I am attempting to harden the IIS server for Acumatica. I’m following the CIS recommendation for this and similar instructions can be found here:https://www.tenable.com/audits/items/CIS_v1.8_MS_IIS_7_Level_1.audit:ecdf68afefe076d64ba1c06ce00fd629Upon doing this, I run into a problem within Acumatica, which is easily repeatable from the Sales Order screen. All records can be viewed with no problem, but going one layer deeper by attempting to open a specific sales order will result in a pop up error stating that “There was an error in the callback”. This occurs after editing the 64-bit version of the machine.config file.Doing some general searching on this, I cannot find anything that states that attempting to set this element to true will cause issues for Acumatica. Setting it to the default value of false, since the element does not actually exist to begin with, does not cause any issue.

Hi,  We are looking at the Replenishment reporting.  We need to plan for future orders, our lead times can sometimes take longer than 3 months to get a stock in. What we need is to be able to plan future requirements.Example:  We have 1 item in stock and 2 on order and there are 3 SO in the system 2 as back order but not showing up on the Replenishment section. So, in effect by the time, we receive the PO we are already out of stock.  So, we would like to be able to review everything in one place to plan future orders to ensure that we have SOH. Our Items are high value, so we don’t hold too many items at the same time.Is there another area of the system that we could extract this information without going through individual Stock items (Inventory Summary isn’t sufficient for our needs and SOH inquiry) Thank you in advance.

My company charges actual freight to our customers.  We collect payment for the product when the sales order is entered.  Freight is added before shipment is confirmed.  When the invoice is released a payment is created to cover freight.I get another process has updated the ‘ARRegister’ record.  Your changes will be lost error.  The following code does create the payment, but the payment staying in Pending Process status and the Invoice is not released.  I would like to be able to release the payment and the invoice.  Is there a way to do this?if (pay.PaymentMethodID == "TXCRCARD"){    if (doc.CuryUnpaidBalance > 0)    {        var invoice = Base.Document.Current;        var createPaymentDialog = Base.GetExtension<CreatePaymentExt>();        SOQuickPayment dialogInfo = new SOQuickPayment        {            CuryOrigDocAmt = balance,            PaymentMethodID = "TXCRCARD",            ExtRefNbr = Base.Document.Current.RefNbr,            Capture = true,            CashAccountID

Hi Team,Is there any report which can be used as GST return and schedules within Acumatica? One of our client’s need to get the GST returns and the relevant formats from Acumatica. Is is possible? Where to get? Thank You Yashodha