Discussion Forums

I am attempting to create an Import Scenario for pulling the Contact Notes from our old CRM software. while attempting to test to make sure it was working the import completed but it seems that it did not create a note activity on the desired contact despite no errors showing on the import.If I try to bring in the Type for Activity Type I get an error saying that “Error: Type cannot be found in the system”.have I created this Incorrectly?  

How do I apply a restriction to a user such that they can only see documents for ONE VENDOR, not a Vendor Class, just one vendor in particular.I set up a restriction groupType = AEntity = VENDOR (AP.Vendor)Included in the entity list is our ONE Vendor and the included box is checked only for this Vendor. I set the user to having membership in this restrcition group, but they still see everything. I have looked at the documentation and I’m lost on how this is supposed to work, the A vs B groups and the inversals are confusing me. I just need this user to only see thier purchase orders and no one else’s.

Can you enter a blanket purchase order for services(consulting) with Acumatica warning when total invoices have reached the total on the blanket PO?

Is it possible to create a Widget in a dashboard that can pull from more than one GI? I have 4 GI that I want to utilize for pulling data into 3 Widgets. The main GI is an All contacts GI allowing me to pull the total number of Business accounts tied to a user and the other 3 GI count contacts which have a minimum of 3 fillable fields with some value in them (I created these GI with a custom DAC to get that filter to work through SQL).so the goal I have is to have a live view showing the percentage of owned accounts that have a contact meeting the criteria of the other 3 GI for the sake of gathering KPI statistics on our sales reps rather than needing to input the data and doing the calculation outside of Acumatica.

 Hi all, I have a custom action on my Sales Order screen which sends an email to the customer of a selected order. Currently we are manually clicking this button for each order. Is there a way to access these actions via REST API given the Order Nbr? Or alternatively is there a way to “Add Email” to an order via REST API? Thanks!   

Hi All,Is there a way to add AlternateID column to the  "Add PO Receipt Lines" Dialog in AP Bills? The screen looks like a GI, but probably not.  I am a beginner with customizations.  I located the screen and dialog box in customization and it looks like AlternateID is not one of the fields available.  It appears that a view is being used to populate this.  We are a SaaS customer, so I do not have direct access to it.  Any ideas on how to proceed?Thanks in advance. 

Hi everyone,We're currently using Pacejet integrated with Acumatica and have run into an issue with the shipping terms we've set up. We've configured our shipping terms to add a markup based on the shipment, which should reflect in the freight cost and invoice amount. However, after Pacejet completes the shipment and writes back the data to Acumatica, it seems to override both the freight cost and freight price that we initially set up.While I understand that markups can be configured directly in Pacejet, these appear to be solely based on the shipping cost, with no option to base them on the invoice amount.Has anyone encountered a similar issue or found a workaround for maintaining the shipping terms markup after Pacejet updates the shipment data? Any suggestions or ideas would be greatly appreciated!   Thanks in advance!

I want to forcefully input Data in UpperCase Only

how to see the company list example (27im95.acumatica.com) this site how can i enter?

Morning All, How do I change the Welcome to Acumatica behavior. I need that the system must send the password to the new user. It is now sending it as per below. Contact your system administrator for password.thxDries

How do we Override email for Customer statements? When I select Recipients→ Override Recipients, the account default email still appeasrts in the Recipients section. In the image below, we only want the Statement to be sent to the Contact email and not the Billing email. The Billing email will not delete or allow us to overwrite it.   

The way I was thinking of doing it was to insert the key field FAAccrualTran.TranID into a new field I created in FATran.usrTranid, which would serve to link this with the GLTran or APTran table. The problem is that I would have to edit two processes, one located in FA303000 and another in FA504500. These are processes I have not been able to modify to add this logic. These processes are responsible for allowing a posted AP record to create a Fixed Asset with a transaction that is saved in FATran.The requirement is: To be able to have the amount in different currencies (Fixed Assets). The problem with the requirement is: The client's configuration leaves the FATran.GLTranID fields (a field native to Acumatica) as 'NULL,' and this configuration is non-negotiable, so I have to create this link myself, and therefore, the solution I came up with was that.

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. Debbie Baldwin - Acumatica Community Featured Member for August 2024Meet Debbie Baldwin our Acumatica Community Featured Member for August 2024. It’s great to have you as part of the Acumatica Community @Debbie Baldwin! Hot Tips, Known Issues and BlogsHow to resolve the shipment error: Carrier Service returned error. The r

I tried using the following PUT method in Postman:https://sandbox.com/AcumaticaERP/entity/Default/22.200.001/SalesPricesInquiry?$expand=SalesPriceDetails   However, I have to wait 5 minutes until I get a “Could not get response” message when I use this body:{    "SalesPriceDetails": [    {        "InventoryID": { "value": "00099-00098" },        "PriceType": { "value": "Customer Price Class" },        "PriceCode": { "value": "VIP" },        "UOM": { "value": "EA" },        "Price": { "value": "149.44" },        "Currency": { "value": "USD" },        "EffectiveDate": { "value": "2022-03-01T00:00:00-08:00" }             }]}

Hello,  It’s worth asking rather than googling. Does Acumatica Mobile app exposes Shipment Screen ID SO302000 by default or is there a custom package which shows how to do it? We can add shipment screen in Mobile Application in Custom package, but doesn’t Acumatica have these already defined with the structure required for all users to view the shipment screen and to take action? We have several defaults provided but not few other important screens like Shipments, we do have WMS but that doesn’t list shipment screens either.Has anybody done the Shipment screen for view of shipment document, if you can share the container information of showing that wld be awesome. Thanks 

I’m working on a Generic Inquire to pull data from GLTran.  That table as separate fields for debits & credits.  I’d like to build a result grid field that shows the net debit/(credit).  But, when I create a result grid field as follows:=[GLTran.DebitAmt] - [GLTran.CreditAmt]the output appears to be a string.  I’ve tried all of the conversion functions and the result doesn’t change.  When I export the query to Excel, the column is all text.HELP!!!!!

Hello, I am creating a processing screen that pulls in shipment records of the receipt type and running into a small issue when creating the BQL statement to do so. You’ll notice below I am trying to join an enclosed condition with the condition to check if the shipment is of the type receipt. I’m not entirely sure what to add inbetween the commas after the “Where<SOShipment.Operation,” as I can’t simply type “R” (value stored in SQL). Is there a way to go about this? public PXProcessing<SOShipment, Where<SOShipment.operation,, And<Where<SOShipmentExt.usrToTransfer, IsNull, Or<SOShipmentExt.usrToTransfer.IsEqual<False>>>>>> shipments;SQL:select * from SOShipmentwhere Operation = 'R' and (UsrToTransfer is null or UsrToTransfer = 0)Thanks,Adam

Hi Acumatica folks,I just want to ask if anybody noticed too the order Description in Acumatica that is created from BigCommerce and synced to Acumatica.As shown in the screenshot, the Description contains the name of the store, the BigCommerce Order ID, and the status of the order in BigCommerce. Sometimes it say Awaiting Payment, sometimes it says Awaiting Fulfillment.Just wondering why despite orders being processed in Acumatica (created and confirmed shipment and creates and pay invoice), the status in the Description keeps saying Awaiting Fulfillment/Payment. Sometimes, it confuses us.Do you see that as a concern as well? If yes, what have you done to update the Description with the actual status? Or alternative way to avoid the confusion?Best regards 

Hi - we are trying to generate a time card and it’s pulling the year of 2091. Nowhere in this employees record states a future year. The hire date is in 2024. Where would I find how to change this? Thanks 

Does Estimate Lead Time (Days) actually translate to Lead Time in the Stock Item? It appears its just a text field but I have not gotten it to populate anywhere when using Create Inventory Items. The definition does not actually indicate anything other than a user enterable field.   

Hi. When the user inserts a line level record in the applications tab of the Invoices form I need to update one of my custom fields. I’m trying to update my custom field which is the UsrTotalCreditDue with a calculation of the values that i get from the two data views. In the code i am also printing the values to the trance. The values get updated in the trance but doesn’t update the field. How can i fix this ?Trace Values Customization Code 

Hello all,I have been working on process bank trxn and bank transaction rules and have been trying to create a rule.I have 2 transaction descriptions:ABC TestABC 123So now I have created a rule for ABC Test description and when I clicked on apply to all, the rule is getting applies to ABC 123. Now when I try to create a new rule for ABC 123 then also the rule created for ABC Test is getting applied.How can I resolve this?

Is there a formatting code that will decimal align numbers so that the decimal is aligned for both positive & negative numbers when you use brackets for negative numbers?  Acumatica does this:  1,000.00(1,000.00)instead of this 1,000.00(1,000.00)TIA

Every month expenses are accumulated in an account/subaccount combination that identify an expense account and cost center in which equipment repairs have been performed. At the end of each month these equipment repairs are to be reallocated, to a fixed set of 5 account/subaccount combinations. The allocation percentages will depend on the source cost center and will be on a different percentage basis, depending on the percentage of time spent working on the equipment for respective departments. The desire is to build a history of allocation rules, ideally by using a statistical ledger with the different allocation percentages.I can't figure out how to have a different set of percentages apply to the allocation from each source unique cost center when the destination accounts/subaccounts are constant without building a different allocation for each source/cost center;  that could number in the dozens or more VERY quickly    

I’ve been using the SOAP ValidateAddresses Action to validate the BillToAddress and ShipToAddress on my Sales Order.  However, I can’t find any documentation for how to do this in REST.  Can someone please offer some advice and, perhaps, an example for doing this in Postman?  Thanks you in advance.