Discussion Forums

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.

Our company uses the RR order type for RMA’s. We create the Receipt line item and the Issue line item.Sometimes the issue line is sent before receiving. This makes it unknown if the repair is covered under warranty until after we receive the equipment back. There should always be an option to create an invoice after the evaluation is complete. However, when its covered under warranty, no invoice is needed.The question is that all shipments are left open and waiting for the next step of prepare invoice. How do I select that no invoice is needed and close the RR order? 

We want to make sure we are paying the right amount of money to our vendor . We do not want to overpay or underpay. I would like to know how to achieve three way matching in Acumatica.

Hi All,I want to track the time spent on support cases made by our clients in support portal. (According to service level agreement-SLA)PS-Currently we record the time manually. But we want to track time automatically through a running clock according to the status change.It should work as below,Once the case is taken (take case) by one of our team members and the case is open, an internal clock, should run until we close the case. If we put the case to pending customer status, clock have to be stop from our end and once the client is responding to case once again, and status change to updated clock have to run again till we close the case.Furthermore, when we change the status of case to pending customer and if they(client) do not reply in two days (48 hours), an automatic email has to be sent to the client reminding them to reply to the case. This may be done using a business event, but I have no idea, how to map the time to Business Event.If anyone know the solution to this or use s

Hi, how can I schedule a report to be automatically generated and emailed to my customers whenever a new report is available based on specific dates? Additionally, the system currently only allows exporting the report in PDF or Excel format, but I need it in a text file. Is there a way to automate this entire process in acumatica Like using buisness events or any other thing? Or If I try using Python for this, will it cause any issues with Acumatica? Please guide me.

Cannot get GS1 Barcode to apply "EA" UOM using the COUNT (30)  or VAR COUNT (37) AI.Any Suggestions greatly appreciated, I have no Issues using WEIGHT (3202)All other data parses accurately (01) GTIN (10) Lot (17) Exp Date when scanning 

Trying to set up the FedEx Shipping Integration. The carrier page seems to be working, however the external application is not connecting correctly. Is there a guide how to set this up? This guide goes over FedEx integration, but PX.FedExCarrier.FedExCarrier and not PX.FedExRestCarrier.FedExRestCarrier.

I’m trying to setup an email template to be send by a business event triggered when a SO is set on the Credit Hold status, however for the email recipients I want it to be send to an internal employee but it should be different by each customer and easy to change it at anytime without modifying the email template, can this be accomplished by adding a new mailing to the customer and manipulate the email recipients in the mailing & printing tab of the customer profile? If so, what should be the setup?

Hi All,Is there any way we can update or change the salesperson of a released invoice without cancelling that invoice and re-issuing a new one?

Hello all,I have a scenario where I have multiple projects and have around 10 employees working on each of these projects.Now it is not mandatory that all these 10 employees would have a different rate for all these projects. Only 2 or 3 employees, lets say, would have a different rate whereas the rest would follow the standard rates. I came to know about the rate tables, rates types, rate lookup rules , but in case where I am looking to not upload the std rate each & every time whenever a new project is added. I am only looking to add a new rate for those employees who will not be going to follow the std rate.How can I setup the Amount calculation formula under Billing rule? Thanks in advance.

We want all of our MTO production orders to be linked the sales order. I also want our Production Orders for Subassemblies to be linked back to the top level production order. Inventory Planning Display of course see’s the demand but created production orders with no link. Since these items are strictly made to order, this is essential for business.Is there anyway to setup Acumatica to have this occur when a Stock Item is MTO? Or do we need to stick to using Create Purchase Order screen (AM510000)? Any help here would be greatly appreciated.

Hi, All. Is there a way to update the sandbox with the latest data for testing? If anyone can guide me on this, it would be greatly appreciated.

Hi Guys, I am wondering if there are any known issues to do with Access Rights and setting them through the Access Rights By Screen.We had an issue where a sales order was deleted, I then changed the access rights for the sales order screen to insert rather than delete.In turn, this removed the Create Shipment action from view for all of our team…I then reset back the access rights to Granted for the Sales Order ModuleDelete for Sales Order ScreenDelete for the Sales Order (DAC?)Then Edit for the Create Shipment action, both CreateShipment & CreateShipmentIssue. Is this expected behaviour for this, if not what should my next steps be?I have raised this with our VAR but not had a reply for a few days.Any advice would be great! Aleks

How are cells in an excel file mapped so that when you “load records from file” Acumatica knows which cell to map to which field in Acumatica?The values don’t appear on the dropdown menu to select the mapping so I suspect there is config in the backend that needs changed to enable this to work.  As an examplePO Screen Excel file: Load records: When I try to import the file again with the edits, I get as far as here then most of the columns aren't mapped and you can see from the dropdown the only ones which are   Where do I go within Acumatica to configure this?

 I’m working in a Trial Version of Acumatica.  I’m working with Generic Inquiry, the SO-SalesOrder inquiry.  When I press the VIEW INQUIRY button the Sales Orders screen appears with no data.  Then this message at the top of the screen: Message after the VIEW INQUIRY action if pressed. I am logged on as Admin. This happens with other Generic Inquiry’s.  What rights are absent? Thanks,Tom

In T220 When Created Screen RS301000 when we publish it and then preview changes its showing Parameter Cannot be Null for VirtualPath but that Virtualpath is there. 

To get the data from StockItem Entity - we have this one const ACUMATICA_API_URL = `https://client.acumatica.com/entity/EndpointName/EndpointVersion/StockItem/${stockItemId}?$expand=RelatedItems`;This works and I get these data. And I got this new SyncDetails (or SyncHistory) entity: I’ve tried this URL: https://client.acumatica.com/entity/EndpointName/EndpointVersion/SyncHistory

Hi Everyone,In the Purchase Order, I would like to override the Base Acumatica (POLine_RowDeleting) event to bypass a validation. I tried with the RemoveHandler but still it is hitting the Base event.Can you please provide sample example to override the Base Acumatica event.  

I’m currently testing some minor changes to our Invoice form. We have some cases where there is a line on the Invoice form that is not on the Sales Order form, which is fine. However, I can’t seem to get the Invoice line to print after the SO lines.I’ve messed with the group, sorting, etc. and it still didn’t adjust. Even in the ARTran table the line on the invoice is the last record entry. How can I get the report to sort in the “proper” order. Thanks! 

Hi, We are using Cooper Black and Calibri font in report, whenever we preview the report it shows up fine also the output PDF file works fine in all the browser but when we tries to open the PDF in Acrobat Reader (Adobe) it throws an error “Can not find or create font ‘ACUMAT+Cooper Black’. Some characters may not display or printed correctly” with inappropriate output (Attached screenshot for reference).However we tried opening other file having same font and it works fine, it also works with other report output.Kindly help to rectify this issue..

Error: Class, Sub Class of [DiscTakenSubID] do not exist in the system.