Discussion Forums

Where is Incoming Documents? I do not see this in Enable/Disable Features and it does not appear in our Payables workspace. I saw a video from June 2024 called “What's New in 2024 Acumatica: Forgotten Features of Past Versions” where this is referenced. It seems this would be a very helpful feature. Thank you. 

Hello Community. I am working on a project to create shipment receipts through code and running into the error message “SO Error: Order RM 3034042 does not contain any items planned for receipt on '9/20/2024 12:00:00 AM'.” This only happens when calling the code, I can click the “Create Shipment Receipt” button from the front end without the same error. Below is how I am calling “CreateShipmentReceipt”. Any ideas?orderEntry.Document.Current = orderEntry.Document.Search<SOOrder.orderNbr>(s.OrderNbr, s.OrderType);orderEntry.Transactions.Current = s;adapter = new PXAdapter(new PXView(orderEntry, false, orderEntry.Document.View.BqlSelect));PXTrace.WriteInformation("Receipt 1.1: Checking if line needs receipt created");if (s.ShippedQty != s.OrderQty){ PXTrace.WriteInformation("Receipt 1.2: Begin receipt line creation"); orderEntry.Document.Current.ShipDate = filter.TransactionDate; orderEntry.CreateShipmentReceipt(adapter, filter.TransactionDate, s.SiteID); orderEntry.Docu

We have a situation where landed cost needs to be applied before PO Receipt and landed cost is paid before receipt. Landed Cost Vendor is different from the PO Vendor. Landed Cost paid is to be linked to the PO. Acumatica does not allow Landed Cost creation before PO receipt. Has anybody got an workaround?

Are there any retail store operators out there that have a good process for receiving that relies on vendor UPCs to match products on a PO against your Stock Items? Our receiving team struggle to know which product is which amongst our large truck deliveries and they need a screen in Acumatica to be able to scan the vendor’s UPC/barcode and pull up the Stock Item in Acumatica. The standard Stock Item screen doesn’t seem to search through the Cross Reference. Is there a way to change that search function or is there another screen where we can do a quick check?

Issue description Authorize.net is currently reporting connectivity issues they are investigating. Please be aware that it can affect processing credit cards payments in Acumatica ERP.On a user attempt to process credit card or testing credentials, the system shows the following error: ‘AR Error: Credit card processing error. ProcessingCenter: The request cannot be processed. Probably there are some network issues.’For more details about this issue and status update please refer to the Authorize.net status page.

Has anyone run into a situation where time entries that are entered within the “Weekly Crew Time Entry” screen are not showing / totaling up on an employee within the “Crew Members” tab? Process Overview:Construction team enters time by employee / project / task / cost code throughout the week. Teams are utilizing the “Weekly Crew Time Entry” to perform this and monitor for accuracy. They utilize the header of the “Time Activities” tab to track totals, and filters to ensure all entries are there. In addition, we have built a GI that gives a summary by project or employee for each week to also allow for quick review and validation of the entries before they are submitted at the end of the week. There are no customizations on this screen or process.Example of Issue:The team has been utilizing the “Crew Members” tab within “Weekly Crew Time Entry” to find Active employees with 0 time entered. But while reviewing some of the lines for employees, it has been found that not all the entries f

We just started using the CRM functionality in Acumatica. We were previously on a much older, on premise CRM. I have a high level sales manager who wants a GI that would allow them to search both leads and contacts at the same time. I showed them the global search but they felt it returned too much data from all aspects of the system to be useful.What I would like is to create a GI that did a Union or something like it on the Contact and Lead tables that would allow a simple search by Display Name (Contact table) / Lead ID (Lead table). If anyone has any insight on how this might be accomplished or if there is some other approach that will allow for simultaneous searching of Leads and Contact I would greatly appreciate it.

We are investigating building connectors to Commerce marketplaces.I’d like partners/customers/partners to share with me how they’d rank the following marketplaces in order of priority (#1 highest) and comment on any others that I’m missing.Partners - If you can tell me how many prospects/customers are requesting the marketplaces that will be a bonus. Thank you.Marketplaces and AggregatorsAmazon.com Amazon Business Amazon Vendor Central eBay Walmart Google Shopping Target WayFair NewEgg Overstock Home Depot Channel Advisor Feedonomics SellerCloud 

I’ve seen the endpoint for this but not the the rest of the api.  Anyone know where we can access the full api vs. just the few examples from the integration site?Thanks!Melissa

HI i created my SFTP with winSCP. i have tried configuring acumatica’s synchronization. but it still not exporting. can you please explain how i am suppose to create sftp location on my local machine as well as configuring the acumatica sync. as i have explain earlier i used winSCP. if there are other options i could explore. also this is the syn configuration. in the image attached

Hello all, I have been trying to refresh the rates for FEDex integration but it is throwing the following error:Thanks.

I have invoices that were created using SOInvoice - however I get the error that the PO Error - Document status is invalid for processing.  There is no shipment or so associated with this (think Cash Sale).  What else could it be?  Acumatica is maddening.  

Hello,Is there a way via a customization to have a pop up confirmation window display when a user clicks the “Complete” button on the task screen?Thanks,Tyler

Hi Everyone,I am working on building a process screen that will allow us to update our customer-salesperson assignments easily. This information is stored in the CustSalesPeople table/DAC and has not been customized (according to the DAC schema). For some reason, I am able to delete the records that I need to, but I am unable to insert any new rows. I have tried both the Insert() and Update() methods, but neither seems to be working.I have verified that both AllowDelete and AllowInsert are true. The variable “graph” below is an instance of CustomerMaint.My deleting logic looks like this://Delete all the entries of CustSalesPeople for that customer PXResultset<CustSalesPeople> existingRecords = PXSelect<CustSalesPeople,     Where<CustSalesPeople.bAccountID, Equal<Required<CustSalesPeople.bAccountID>>>>     .Select(graph, accountToUpdate.BAccountID);      foreach (CustSalesPeople record in existingRecords)      {      graph.Caches<CustSalesPeople>().De

I am trying to figure out why the ‘Outstanding balance’ line is printing rather than =$InvcAmt00 and =$Balance00. this has not been altered since we adopted ACU so I am unsure why it is behaving strangely with a specific check. does anyone have some information on what it is looking at for that visibility expression line in the title?

Hi Everyone,I am trying to make the credit limit amount in the customer profile a condition in a business event set in the SO screen, is there a way to access tap the credit limit amount when setting up the business event? Also the credit limit amount figure is not actually showing up in the email template, am I doing something wrong here?Kind regards,Mrivera67

Can anyone provide the qualifications / requirements to be part of the Always Current update program?  We want to join the program.  If we qualifty, how do we join the program? 

Is there a way to generate alerts using low-code? For example, if an item on SO Line is being sold for less than the cost of the item? 

This is a request to Acumatica WIKI/Acumatica Help document  team to update the help details for the field - Purchase Receipts - Editable Unit Cost Field.In addition to the existing help details, the Editable Unit Cost checkbox functionality is also controlled by the Vendors - > Purchase Settings → “Allow AP Bill Before Receipt” check box.If the “Allow AP Bill Before Receipt” is Selected for the Vendor, the Purchase Receipt → Editable Unit Cost check box is NOT selected If the “Allow AP Bill Before Receipt”is NOT Selected for the Vendor the Purchase Receipt → Editable Unit Cost check box is NOT selectedExisting help for Purchase receipts - > Editable Unit Cost  

Hello,Long story short, I have certain items that have zero quantity, but are still showing a cost both on our inventory reports, and the GL.  This is from the Historical Inventory Valuation report - in aggregate, it balances to the GL.  There aren’t any other issues with Warehouse/Branch/etc - it all relates to the costs not clearing properly.Here we can see where it starts.  We receive 7 of this particular item for $85.11, but when it’s sold, it’s relieved from inventory for $81.81, leaving the $3.30 with 0 qty.The next month we can see that $3.30 carries through. Looking at the Inventory Transaction Details, the purchase in August matches the Inventory report, but it shows an ending unit cost of $8.31, vs the $8.86 (53.16/6) unit cost on the reportThis is just a single example that’s easy to see on an item that goes to 0 and up again, but it’s pervasive across our inventory IDs.Certainly not impressed that our inventory reports aren’t reliable and the system is messing around with o

I have a site where this field is disabled, and therefore the user cannot enter the cost in the purchase receipt screen. But I cannot turn it back on and don’t know which settings/feature governs it. The in product help doesn’t mention about it either.

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. Aleks Iwan - Acumatica Community Featured Member for September 2024Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan! What you may have missed in the Acumatica Community! August, 2024 Hot Tips, Known Issues and BlogsConnectors | Earl

Hi: Does anyone know how to filter the dunning letters by companies?

Just started using native WMS functionality and starting to work PIs into the mix.  I am noticing when I can a PI and count a item, it is marking all lines in the PI as entered, even if I did not scan those locations and inventory IDs.  IS there a setting somewhere I am missing.  My assumption was that if I did not scan a location/tag, it would not count as entered.

Team,Just wanted to share some insights on the “Earliest Order Date” that is available in almost of the Connectors from Acumatica. This configuration tells the Connector, the date from which the orders should be brought into Acumatica from the external system and vice versa. Introduction of this configuration helps to define the cutoff date when your Connector goes live. When Acumatica goes through upgrade / any system restarts, it suggested this date is reset to the current date, so Connector does not go and get the old orders once again into Acumatica. This is a point that should be added in your go live checklist for Acumatica upgrades.  By ensuring this date is set correctly before upgrade live, you can avoid lots of old order data hitting your Acumatica and causing sync failures.