Discussion Forums

Hi Team,I have a question regarding the contract billing in the system. All I want to know is what are the steps which I need to follow to create the automation schedule for the automation of contract billings. Kindly help me to sort out this matter with clear steps.Also it will be really helpful, if anyone can explain it by screen shots of the system with an example.For an example, I have created a customer contract which needs to be billed by monthly. The contract period should be 01 year and the invoice should be generated monthly. Therefore, I need to create the invoice automatically by the system and save it as a draft without my intervention.Appreciate your support. Thank You and Best RegardsYashodha

Hello all,I have added a custom field, but when I click on the pencil icon of the grid, the custom field doesnt appear. How can I add it in there via customization project editor?  

Hi Team, Is there any user guide for the consolidation of financial statements in Acumatica ? Thank You & Best RegardsYashodha

Hi All, Were else can I check for unreleased docs. I have already checked the Release AM docs and Release Production orders.  

Hello all,I have been trying out the Incoming Doc feature. This is the following document. I have the Inventory ID mentioned in the description itself. The inventory ID is “SH038” where the rest is the inventory description, but still it is getting recognized as transaction description. How can make it get recognized under Inventory ID and the rest under transaction description.Also it has a sales tax and freight amount. How can I set this up so that my tax & freight is recorded under the same account as that of the Inventory ID. 

Hi everyone, I’m attempting an import scenario to complete all tasks on a list of projects using the button below. This needed because we need to clean up old data and complete the tasks without having a list of all tasks.   I created the scenario shown below (XML attached), which seems like it should work.  But I get the error below:  Thoughts anyone? Thanks in advance. 

Hi,I have a customization that used to work in R2021 but is new throwing a “server has restarted” message since moving to R2022.  This is on a local instance (2022.217.202.5231) and I have narrowed my code right down to the smallest steps to replicate the issue.  This identifies that this appears to be the result of making an asynchronous API call from within a processing form.So, my question is how should one make asynchronous calls from within a processing form and what is wrong with the code below (which was used to work on R2021)?I have also found this link in my travels:https://stackoverflow.com/questions/50910047/is-it-possible-to-use-async-methods-inside-acumaticas-pxlongoperation Here is the simplified code that produces the problem: I have a processing form:This is looping over a MASTRemoteExt DAC which has 44 recordsAnd the TestAPI method in the MASTRemoteMaint Graph:All this is doing is, for each remote record, making an asynchronous API call using HTTPClient and setting the

I am looking to create an Import Scenario that will import Users and assign them multiple roles. A user on the template may be assigned 1 role or 8 roles. I need all associated roles imported without using User Types since most users will have different roles assigned. How can I import users and have them assign multiple roles? I am able to import them and have it assign 1 role, but more than 1 it doesn’t assign any. User Import Scenario 

Hi good morning,I have an inquiry. How do we correct a shipment that had been "UpdateIN" ? Is there a way to execute reversal or something? 

Hello everyone,I'm working on a tool to convert GIs to SQL Queries for an external tool, and when debugging the generated Acumatica SQL query for one of my Generic Inquiry I see that it has a LEFT JOIN to the ARPayment table, but I can't find any reference to ARPayment in the GI's editor, or in the GI's exported XML file. The ARPayment is neither a BaseType DAC for any of the DACs used in the GI. These are the tables in the GI:And all relations: The generated query used to retrieve the GI data has this LEFT JOIN: There is no reference to the ARPayment in the selected fields also. Does someone have any clue as to why this join is being added? Thanks!Ricardo.

For any users who have a successful data warehouse extraction pipeline with Acumatica, I’m curious how you’re doing it? We’re running into issues with OData V4 excluding deleted records, so if they’ve previously been extracted from Acumatica into our data warehouse, we have no way of knowing they were deleted using OData V4 and they remain untouched in the data warehouse, which causes inaccurate data. So far, the best solution we’ve been given is to create a customization package to preserve deleted records on the affected DACs (such as SOOrder, ARInvoice, etc.), then create a GI to retrieve the deleted records into their own table in our data warehouse, then join the actual tables in our data warehouse with the deleted records tables to exclude them from downstream data models. This feels really clunky, does anyone else have experience with this issue? And how have you solved it?

Has anyone integrated Bid to Win (B2W by Trimble) for brining projects into Acumatica Construction? Is it through an API or custom CSV? Would love to talk

I would like to add an step in the AP Bills approval when the difference in price between the vendor’s invoice and the PO receipt is greater than 10%. I can only find in the AP Bills approval map an option for PO PPV Amount is greater/less/ than a particular amount but not nothing that I can use for %. Any ideas on how to handle this?  

We’d like to have an email sent with project details upon activation of projects for certain customers.  Does anyone know how we could do that?

Hello everyone,I am currently working on implementing automatic printing using Acumatica Device Hub. My goal is to print a report when the user clicks the print action in the form.I have been exploring the options but haven’t been able to figure out how to accomplish this. Could someone guide me through the steps or provide a solution to achieve this?Any detailed instructions, tips, or code snippets would be greatly appreciated!Thank you!

Hi all,We are working on an implementation where everything is billed in advance.Projects is being used to track costs/revenue and margins and we would like to setup the Project to Bill in advance for next month.However, I cannot see an easy way to do this. We setup monthly recurring billing on our Projects and then when we go to the Run Project Billing screen, it only lets us bill retrospectively.I've tried changing the next billing date to today when setting up the project, which seems to work, but in the Run Project Billing screen the from and to dates show as being this past month. So it still looks like we are Billing retrospectively.As a bit of extra info, we are using Acumatica to track on monthly/quarterly/yearly Software subscriptions. We are billed by the suppliers in advance and need to ideally be able to Bill the Clients in advance.Any help and advice would be greatly appreciated.Many thanks,

In the situation above, I have manually changed the Constraint date for the Parent Production Order. Is there a process I can run that would have the system automatically change the Subassemblies based on this change? Our environment is heavily made to order and I am struggling to understand how to properly use APS. I already have been made aware that overlapping operations is not possible, but I would expect the system to at least adjust constraints based on linked order changes….Just showing here they are in fact linked as parent/child orders…. 

hello all,I have been working on creation of a GI to display the emails associated with the sales orders. So I am looking to display the list of the SO along with the mails associated. Below attached is the XML file for the same.Thanks in advance. 

Is there a quick way to identify all invoices that were not emailed?  The Process Invoices and Memos screen is displaying invoices that were emailed as invoices that can be emailed.  Not sure why invoices that were already emailed are still showing up on the list when I select Email Invoice in the Action field (not all emailed invoices show up, but the list contains many).Is this a known issue and if so, is there a fix coming soon?

Hello,I am working on creating a home page for all employees, I would like the dashboard parameter to default value to equal the user ID. is this possible?Thank you,KT Screenshot 1: Dashboard Parameter Screenshot 2: Dashboard Screen 

How can we override convert to opportunity action in lead. because when convert I want to copy some data to opportunity.

Greetings all,I’m trying to mass update the value of a Business Account attribute, ideally through a Generic Inquiry. I’ve got the inquiry written, and it joins multiple tables including Contact (the ‘parent’ table) and Business Account. (I want to update the Business Account attribute values based on values at the Contact level.)But when I search the ‘Mas Update’ field list, I’m only seeing fields from the Contact table.Must I write a new inquiry with Business Account as the ‘parent’ table in order to see Business Account attribute fields show up in the ‘mass update’ area?I’m confused, because since my Inquiry returns Business Account attributes I assumed I’d be able to update them.Props to Sergey Marenich for writing this article https://asiablog.acumatica.com/2016/09/mass-processing-using-gi.html

I'm faced to a behavior in caches that I don't understand.I created a custom DAC, say MyDAC.In a graph, I create an instance of this DAC like this :PXCache myCache = myGraph.Caches[typeOf(MyDAC)];MyDAC myDacInstance = myCache.Insert(); So far, so good : at this moment, myCache contains one record in its inserted collection (I can check it via debug mode in Visual Studio).Then I modify the properties of the "myDacInstance" object :myDacInstance.xxx = 10;Finally, I update the cache with the following instruction : myCache.Update(myDacInstance); And then the magic happens: instead of having a single record in myCache, I have two ! Each of course has exactly the same characteristics (even for key properties), so on saving, the system throws an error indicating that there are duplicates. It looks like the Update method fails to recognize that a record having the same key values already exists in cache and create a new record instead of using it.I checked for key declarations in MyDac and ev

We have two different customer numbers set up for the same job location.  (One under the old owner name and one under the new owner name)  Both have have history so we cannot make one inactive or delete it.  Is there a way to merge the two customers together?

☘ Hoping I get lucky here!Has anyone developed a customization to purge the AuditHistory table?I’m thinking a simple screen called Purge Audit History with a PURGE button, a Days Old field, and a Save button so the Days Old value can be saved for the next time you launch the screen.When you press the PURGE button, it would delete records in the AuditHistory table that are more than the Days Old value that you input on the screen. The SQL Code would be something like Gabriel mentions here: Bonus points if you could add a schedule to this screen, but, honestly, I’d be perfectly happy to manually press the PURGE button. I just need a way to clear a table that has grown out-of-control.If no one has developed this, maybe someone like @Yuriy Zaletskyy or @Gabriel Araujo could develop this and resell it to interested people like me 😀