Discussion Forums

We are experiencing an issue on our Shopify, where the connector is manually adjusting inventory numbers by adding a sort of “phantom” inventory available for customers to purchase. This is creating the qty available in Shopify and Acumatica to not be in sync, and creating a lot of backorders in Acumatica. From looking at the different transactions on a given item, there is not return, refund, or assembly being created where it would add a positive value to push to Shopify. Below is an image from Shopify where the connector is adding in a “random” positive value. Some more background information: we only first encountered this issue on items that we are including in a online sale, so the volume of orders coming in for these items increased significantly. Prior to us listing the item on sale, the inventory in Shopify and Acumatica was perfectly in sync, with no error records on the template or product availability in the Sync History screen. I am seeking advice from someone who may have

I have a client that operates two separate companies in two different countries.They do not want to share Financials, Customers, Employees, etc.  I am looking for opinions as to why I would implement, and what the deciding factors would be, for Single-Tenant, Multi-Company versus Multi-Tenant, Single-Company setup?The two appear so very similar.  Why would I choose one over the other? Looking for opinions, as to deciding factors.Thank you,Jeff

When creating a new contact for an existing customer the phone type is coming up blank. Has anyone else experienced this and know of a fix? Please see screenshots. When clicking on the + to create a new contact under the customer the phone number types come up blank. If you click on the dropdown, the types show up. However, once you select, the field is still blank. When we click create and review, the selected type populates in the record. We are in 23R2 and don’t have any customizations to this screen. When clicking on the + to create a new contact under the customer the phone number types come up blank.If you click on the dropdown, the types show up.However, once you select, the field is still blank.When we click create and review, the selected type populates in the record. 

We have a large number of Open Receipts with no AP Bill.  Many of these are nonstock items but there are stock items in the bunch.  I’ve discovered that our AP department skipped the match for some reason and has already paid the vendor. Many of these are over a year old when the receipt was created.  What options do we have to close them out so they are no longer an open receipt?  

I am trying to generate a list of lots or serial numbers that are currently on the Production Order. I have AMProdItemSplit in the Production ticket at this time but I can only seem to get one Lot or Serial number to print. This is my first time trying to print a collection of data and I am try to determine the best way. Anyone have any pointers or help articles for this? Attached is my rpx as well. 

Few questions as it relates to backflushing of materials against a production order:How does the system flag us if we do not have enough stock of items marked for backflush? In our current model (without use of backflush), we utilize a warning message on Move transactions. This warning message flags us that there are unreleased materials to be issued. This is great as it ensures all material gets issued. Now that we have certain items marked for Backflush, all these items appear in the warning message - making it impossible to decipher which will be issued during the Move transaction (backflush) and which are true unreleased materials.  Is there a way to use warning message while omitting backflushed items?

I’ve never had this error when running Project Billing and thought I’d post it here before opening a support case with Acumatica. Action - Run Project Billing (Progress billing and not T&M)Error - Recurring Item Sales Subaccount is missing Anyone else have this and can point me in the right direction?  I’ve looked at the billing rule and it’s default subaccount for sales is looking at the project (which has a subaccount). 

Researching the possibility of capturing a driver's signature in a Shipment to be able to print Bill of Lading form from it. 

Good day,I am trying to add an invoice in the Documents to Apply tab for a Credit Memo on the Payments & Applications (AR302000) screen via the API endpoint: {{base_url}}/entity/{{endpointName}}/{{endpointVersion}}/PaymentWhen I push through the applicable payload, I get the following error message: “The document is out of the balance.; curyOrigDocAmt: The document is out of the balance.”The slight mind scratcher here is; suppose I open the credit memo on the Payments & Applications screen and then manually click the Load Documents button on the screen, let the system load the invoice, and then save. If I remove that line, save it again, and then push through the same API request, I don’t get an error and the invoice shows up on the Documents to Apply tab.What would be wrong with my initial attempt at adding this invoice line to the credit memo’s Documents to Apply detail section?Request:{ "Type": { "value": "Credit Memo" }, "ReferenceNbr": { "value": "FT

Hello all,I have been trying to import Time Activities but it triggers the following error: We have the employee record created. But when I try to manually enter a time activity or time card, the employee record doesnt show up  

I have a client that want to add signatures to a page for the manager, picker, driver and Client.Is there a way to customize the action ‘SignReport’,?My idea is to save the img’s id to a new DB field(s) so that I can use it later on a report.for reference there is the normal way of adding a signature update container "OrderSummary" { ... add recordAction "SignReport" { behavior = SignReport displayName = "Sign" } ... }  

We have a client that has about 15 Tax Agencies. The leg work to prepare and release all those Tax Reports each month will be a pain for them. Has anyone successfully implemented a way to mass prepare tax reports and mass release them? Import scenario would not work because after you prepare a report for one agency it moves you to the Release Tax Report screen giving you an error on your next import line.  Hoping to avoid customization but not sure if it is possible. Thanks in advance for the help!

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Hi there.  I have a client that would like copies of all of the receipt images.  Is there a way to extract them from Acumatica for a particular project?  Is this something that would involve a specialized script?  

Does anyone have experience connecting signature capture pads (Wacom, Topaz, or similar) to workstations and attaching the signatures to Acumatica transactions?  I’ve been asked about collecting signatures from drivers picking up shipments.  The drivers will be physically present to pick up the load.

Hi there,I’ve set up a relatively simple import scenario in order to suspend a list of assets we no longer want to depreciate.  However, I’m getting an error when using the ‘IMPORT’ function (PREPARE is totally fine).When I navigate to the asset, it appears that despite the error, it has indeed successfully suspended the asset: Below the import scenario for reference: Do I need to be concerned that it’s cropping up with an error despite that it seems to be processing successfully?  Thanks!

Hello,I am looking for some additional info on the DocuSign integration available on GitHub.  Docusign has two different levels of licensing and I am being told this integration will only work with the higher level, called Business Pro, but can find no info to confirm that.  Does anyone have a definitive answer on whether you can use Docusign with Acumatica but only have the standard licensing that is published on DocuSign's web site? Thanks 

Good support questions lead to faster support answers!  Help Us to Help You by following these simple pointers:Before you post: Search Acumatica for Key Words to see if your question has already been answered. Consider reading Acumatica Help and using a search engine too.Creating a New TopicKind of Topic: Are you posting a Question, an Idea or a Conversation?Title: Describe your question or problem in one sentence.Good Title: Inventory Valuation report does not match the Inventory Acct balance in GL. Bad Title:  Help Me! My report is wrong.Description: Describe your question or problem in detail. In this area, too much information is better than not enough.Include your Acumatica Version (found in Tools > About and on Sign-in screen). Include your Acumatica Edition (Construction, Retail-Commerce, Manufacturing, etc.). Include the accurate, complete name of screen or report. **BONUS POINTS** for including the Screen or Report ID that is displayed at the end of the URL:Tell us what hap

I am setting up push notifications for our salespeople who want to get notified when they have a new lead that is assigned to them as the “owner” of the lead How do I go about making the push notification and genric inquiry?

Do we have any idea to when will active directory be able to support outlook ad in for CRM functionality.

When I update a field on screen CA.30.40.00 (screenshot below), I want it to update in other screens such as CA.30.30.00. I have attached a screenshot of my code to be able to edit those fields after status becomes “released”. Does anyone have any idea what additional steps are needed to refresh the fields on CA.30.30.00 as they are updated elsewhere? Which screen do I have to modify the code in?  

Hi,  We can no longer create new account with Bing Maps Dev Center!  See comment below. How can we activate the display of maps in Service or Routes without a Bing Map Api key? This is the first time you have logged into Bing Maps Dev Center using MYACCOUNT Bing Maps for Enterprise  is deprecated and will be retired. Enterprise account customers can continue to use Bing Maps for Enterprise services until June 30th, 2028. Existing free (Basic) account customers can continue to use Bing Maps for Enterprise services until June 30th, 2025.   We are no longer onboarding new customers to Bing Maps for Enterprise. For an alternative to Bing Maps for Enterprise, we welcome you to use Azure Maps, Microsoft's next-generation maps and geospatial services for developers. Azure Maps has many of the same features as Bing Maps for Enterprise, and much more. To get started with Azure Maps, simply create a  free Azure subscription  and an Azure Maps account by following the steps  here. See  Azure Maps

Hi Team,We have a requirement as we create a receipt via API calls and there is a User Defined Field tab in the form level on how to create and update those fields in the receipts screen through the API calls, can you please review and suggest the best way possible to achieve it.Thank you!

Hi Team,We made some changes to the customized report. The report displays correctly when previewed in Acumatica (see Screenshot 1); however, when exported to PDF, the bold font does not appear as expected (see Screenshot 2). Despite setting the same font size for the fields such as 'Services,' 'Bill To,' and 'Bank Details,' there is a noticeable difference in appearance. Specifically, 'Services' appears darker, while 'Bill To' and 'Bank Details' appear slightly lighter in the downloaded PDF.Could you please review this and suggest a solutionThank youScreenshot1:  Screenshot2: Screenshot3:Screenshot4: 

We have a GI called AR-Daily Sales History. We would like to, by using an IIF in the following manner. =IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', 'US', IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', 'INT',IIF([ARInvoice.OrigDocAmt] < 0.00, 'CRM'))) If the RefNbr starts with an INV then its a US invoice, if INT then International. That part is covered. The issue starts when we get to the Credits. There are some credits that the RefNbr starts with an INV which makes it US but then the DocType is a Credit Memo but because of the INV it still comes across as US. Using the last line in its present form, I get an error message: “Index was outside the bounds of the array”. I’ve also attempted this coding: =IIF(LEFT([ARInvoice.RefNbr],3) = 'INV', 'US', IIF(LEFT([ARInvoice.RefNbr],3) = 'INT', 'INT',IIF(LEFT([ARInvoice.RefNbr],2) = 'CM', 'CRM',IIF(LEFT([ARInvoice.RefNbr],3) = 'INV' AND LEFT([ARInvoice.DocType],5) = 'Credit', 'CRM', 'CRM')))) which still comes up as ‘US’.