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Good morning Acumatica people!I have a question about Acumatica Payments - we have recently upgraded to 2024R1.From videos I’ve found online, the payment links generated by AcuPay should take a customer to a portal where they can see all of their open invoices (see image pulled from youtube video below) Our payment links don’t do this - they send the customer to a page that only reflects the invoice where the link was generated Where is the setting for allowing customers to see their full list of open invoices instead of just the one invoice for payment? That would be a really helpful thing but I can’t find where that setting is located. Also - is there a way in the customer portal for multiple invoices to be paid with one payment instead of the customer having to click into each individual invoice and pay them separately? This is frustrating for our customers who have a multiple invoices. Thanks for the help/advice!

Hello,I created a Related Documents Tab in my custom screen Similar to Relations Tab in Opportunities screen.I added Transfers in Type Column, But Data is not retrieving from Transfers screen.Pls refer below screenshot.Is there any sample code for this or where I need to add code for this?Please suggest any solution for this. 

Would like to see a customization on attaching files to Purchase Orders and Purchase Order receipts automatically. When we enter receipts for our purchase orders, looking to see if there is a customization that will automatically match up the packing list with the receipts as well as, matching up the order confirmation with the Purchase order.

There is a new requirement to establish a connection between Sales Orders (SO301000) and Bills and Adjustments (AP301000). I attempted to add two custom fields for order type and order number in the Bills and Adjustments (AP301000) form to retrieve sales order types and sales order numbers in the database, allowing the user to select them. Using this new custom column, which stores the sales order numbers, we can establish the connection. However, this did not produce the intended result. Is this the correct approach to create a connection between these two forms? Any guidance or detailed steps on how to implement this would be greatly appreciated.

I’m trying to create AP Bill Payment by REST APII found that I can do it with “Check”, but it doesn’t work for me - may somebody have experiance with AP Payments and can say what I’m doing wrong.One of my API requests: PUT http://***/entity/Default/20.200.001/Check HTTP/1.1Accept: application/jsonUser-Agent: OpenAPI-Generator/1.0.0/csharpContent-Type: application/json{"ApplicationDate":{"value":"2024-09-08T00:00:00"},"CashAccount":{"value":"10011"},"Description":{"value":"Test"},"Details":[{"AmountPaid":{"value":15.0},"DocType":{"value":"Bill"},"ReferenceNbr":{"value":"TEST002"}}],"PaymentAmount":{"value":15.0},"PaymentMethod":{"value":"CHECK"},"PaymentRef":{"value":"Test001"},"Type":{"value":"Payment"},"Vendor":{"value":"V100"}}All my attemts finish with an error like: “exceptionMessage=The system failed to commit the Adjustments row.”

Hi EveryoneThe warning message, "NTE Value Exceeded. Do you want to process it?", appears repeatedly in the Appointment form whenever "OK" is clicked. This occurs when attempting to save an appointment that was created from a Service Order form.We need assistance in preventing the warning from being shown multiple times during the save process.Could you please assist for us.

Hi all, I am wanting to add suppliers bank details onto the remittance from but am unable to extract the data from the grid. I have added the PaymentMethodDetail table to the report but it doesn’t report on the actual information in the grid and just gives me either the headers or other values.   

I am trying to set a business even that creates a task when the Negotiation date is changed on a Contractible Ingredient but I want the tasks due date to be something configured like @today+30 with the start date being @today. these options are not available when selecting the from schema option nor does it seem to work when entered as such manually. is there something I am missing here or will this require customization? 

Business task - CR Quotes (from Opportunities) are emailed to the prospective customer. The quote is attached as a pdf. After a month, we wanted to send a follow-up email to see if there are any questions or if the quote is “dead”.Setup - We created an email template for the follow-up which includes the new verbiage as well as the original email verbiage. (Did this so that the new verbiage is at the top of the email rather than the bottom - a known issue in Acumatica.)Process - The original quote email is opened, select “Forward” (so that the pdf is still attached), select the follow-up email template and click the “Replace Email Contents” box and hit Select.Problem - The follow-up email is sometimes created, but more often it does not populate. There are no exceptions noted in the trace.We can’t figure out why the template isn’t working or another way to send the follow-up which includes the pdf.Below is the template we are using.Any help or suggestions would be appreciated. Thanks!

I have a need that I think is quite simple but I can't figure out how to do it.I want to have a line chart that shows the total count of open cases(CR3060PL) over a period (eg: the last 30 days).So X = dates and Y = total count of open case at the given dateI want to be able to see if there is a trend.Can someone show me how to do it?Thanks

How to create Generic Inquiry to display information from report generated using Report Writer?

I am trying to build a GI that has an actual percentage margin (Sales-Costs/Sales), instead of an average. This report needs to be aggregated by day (to show the actual margin on a dashboard that is updated every time the page is refreshed)What the query does is if the AR transaction is not released, it will pull in the costs from the SO table to work out the margin.The GI currently looks at the ARTran and SOLine tables I can easily get the net sales and the costs , and can work out a margin based on actual costs from the ARtran table, however I cannot seem to get this to work with unreleased AR transactions that need to pull in costs from the SO table. Any ideas?I have tried this formula =(IIF([ARTran.TranAmt]  >  abs([ARTran.Cost]), ([ARTran.TranAmt]) * IIf( [ARTran.DrCr]='D', -1, 1 ) - (IIf( [ARInvoice.Released]=True, [ARTran.Cost], IIf( [ARTran.DrCr]='D', -1, 1 )*[SOLine.ExtCost])),(([ARTran.TranAmt]) * IIf( [ARTran.DrCr]='D', -1, 1 ) - (IIf( [ARInvoice.Released]=True, [ARTran.C

As part of our integration, we push time activities for the customer from our system into Acumatica. We currently are hitting this error for one specific customer, and are unclear as to how to fix it. Other customers do not run into this, so I’m wondering if it is something to do with the customer’s specific setup? Inserting 'Time Activity' record raised at least one error. Please review the errors. Employee: Employee 'E00001' cannot be found in the system. ProjectID: Project '5360' cannot be found in the system. Please verify whether you have proper access rights to this object. ProjectTaskID: Project Task 'T160LB' cannot be found in the system. I’ll note that we cannot view the “Employee Time Activities” screen on Acumatica with the user we have used to connect Acumatica to our application. Also, I’ve confirmed that the Employee ID, Project ID and Project Task ID all exist in Acumatica.

After running the Full Resynchronization for Salesforce Integration for Contacts. I have not been able to view the Import or Export Scenarios. Upon selecting the scenario, it returns this error: An item with the same key has already been added. I have some customizations but none that touch the Contacts screen, however I have tried to unpublish them, same issue, and publish them with cleanup still same issue. Here is the trace log that goes with it.  I have tried creating a new Scenario and I get the same error but at the mapping levelHere is the trace that goes with that error Thanks for any guidance!

Hello! I want to import multiple sales orders and create service orders from them. I am unable to create service orders for imported sales orders but when I copy and paste the same sales order, is able to create service order. Below is the import scenario I have created.  

Is there a way to tell if an employee is missing from a rate table either before or after payroll has been processed?

Hello all,I have been facing an error whenever I try to load the PL of Projects it shows the following error: How to resolve this?I have customizations applied.

I am receiving the error “Attempted to divide by zero” on any order from big commerce that comes in with an item discounted to be $0 on the order. How do I get around this and get the order into our system without manually entering it into Acumatica? Thanks

Hi All,I am trying to delete this test tenant, but I am getting this error.What am I doing wrong? 

Fixed assets - depreciation appears as negative when asset still active with positive net value

Sales/Account Managers should be able to freely create opportunities and subsequent project quotes from the mobile app. The are typically at project sites when gathering all the information, so it would be more ideal to do this via mobile than via web on a laptop. Currently, you can create opportunities via mobile app, but functionality is limited. You can’t specify the customer location record, but you can do this on the web. If the sales/account managers were then able to create a quote from mobile, they could be filling out quote details as they estimate--all on-site in the palm of their hand. Extremely efficient. 

I’m working through the process of setting up NEW taskcodes for a project.  At the moment we have existing taskcodes and have 1) budgeted them, 2) created subcontracts, & 3) recorded invoices.Mgmt has now decided they want a difference set of taskcodes.  To do this I’ve:created the new taskcodes, updated the budget to set the old taskcode amount to zero & enter the new taskcode amount created a journal entry to record a reclass from the old code to the new. created change orders to reclass taskcodes from old to new.This processmaintained my GL reporting gave me the project reporting with the new taskcodes in Project Cost Reports and in the Project Cost Budget screen.  This includes budget, Actuals, & open commitments.But, when I look at the resulting subcontracts I still have “actual amounts” recorded against the old taskcodes.  The totals for the subcontract are correct but individual lines for the old taskcodes still have actual amounts. I realize that instead of journal

I am new to this topic and I would like to know what is the easiest way to update the information in this column. I have followed some tutorials but in the end I only get this error  

Looking for a customization on attaching files to Purchase Order Receipts. When we enter Receipts for our Purchase Orders, looking to see if there is a customization that will automatically match up the packing list with the receipts?

I’m working on a GI that will have show in a line or partial line on a sales order is allcated.  We use the Product Configurator so if we have a order with 10 configured products on it and one of the 1 is allocated the report will show a line for the one that is allocated and separate line for the 9 that are not.   i can’t see to find the table name for the “Line Details” table on the SOLine that shows if a item is allocated or not and if that is the right table.I’m currently using the SOLineSplilt and getting the duplicates.   Below are the Relations that i currently have but i have changed each one to no avail. any help would be much apricated.Our Production Team uses this report to keep track of what they have and have not build and sent to shipping.  Shipping allocates the Non Configured Products and the Production Order auto allocates them as they are completed on the Prod. Ord.   either way they drop off the Production list to build.