Discussion Forums

Is there a way of uploading my Project schedule of Value AIA g703 “Description and Value” Instead of adding each line item one by one? 

I am setting up a new tenant on my production system but when I went in to create the Master Financial Calendar, it set the “Start Date” to April 2nd, instead of April 1st and now the ENTIRE financial year is off by a day.  (see screenshot)How do I correct this so that all of the periods match the months correctly??  (I HAVE to correct this before I can activate any of the periods.)As you can see from the screen shot the Start Date is greyed out and I am not able to manually change that.  

Hello!I’m trying to prevent Invoices from exporting as Shipments to fulfill non-stock items sold on Shopify. My client sells hundreds of non-stock items a day which we need to import into Acumatica for accounting purposes only. After these orders are imported into Acumatica, the SO is completed, and an invoice is created. The Connector tried to sync this Invoice to Shopify to complete the order, but we do not need it to do this. I have not been able to successfully setup a filter to prevent this from happening. This is also creating a huge clutter of failed sync records and “processed” shipment/Invoices in the clients sync history screen. Any ideas on how I can stop this from happening? Thanks! 

I am trying to find a table the will show if an order has been picked. I’ve found a two fields in the SOShipment DAC one called Picked and the other called Picked Qty but neither seem to be used. Are there other tables that have either Picked or Picked Qty.Thanks 

In my code below, the commented out loggedUserRow line uses an obsolete method.  I tried to implement the ICurrentUserInformationProvider to get the User ID.  When the code runs, the _currentUserInformationProvider variable is null.  I’m not sure what I need to do to instantiate the variable.  This is probably a c# thing.  I tried a bunch of things not shown here, but I couldn’t figure out how to implement that interface.   public ICurrentUserInformationProvider _currentUserInformationProvider { get; set; } #region Events protected virtual void _(Events.FieldUpdated<SOLine, SOLine.inventoryID> e) { if (e.Row == null) { return; } SOLine lineRow = (SOLine)e.Row; //Users loggedUserRow = Users.PK.Find(this.Base, PXAccess.GetUserID()); System.Guid? u = _currentUserInformationPr

I created a new SCREEN RS301000,then I moved the business logic RSSVWorkOrderEntry.cs to the extension lib, the file was moved to the visual studio. Without making any changes, build the project and published it in the Customization project editor. After publishing I tried to open the SCREEN RS301000 but prompt an error as seen in the screenshot. code in the visual studio error when trying to preview 

I have a site operating 10 companies within one tenant.     They want to send their invoices /statements from an email address relating to the relevant company.   Within the notification template they can only set one email account which is not company specific.    Anyone came across this with a solution ? 

Hi, I’m wondering why I’m getting an saying SO Error: The document is out of the balance in the Bills and Adjustments screen. I’m not sure on what to do to fix this error.   

I am able to insert QR code on invoice template(so643000) with any fields i need with no challenge.I have a requirement from customer to use the QR code to check if invoice exist in database for the customer, date and amount. If exist the QRCode should return “Valid Invoice for Customer “ABC”, Date “23/04/2024”, Amount “USD500”. If invoice cannot be found the QRCode should show “Invalid Invoice”Any help appreciated

Hello All,I have created a new role, but when it comes to assigning this role to a user, Acumatica doesn’t display the list of all the users. It only displays Admin & Acumatica support users. How can i assign this role to other users? I tried using the User Types screen too, but the there it doesn’t display this particular role: 

How to have the web.config file confidential texts like username, passwords encrypted.Background: As we are aware, the confidential settings in the web.config shows the username , passwords and anyone who has the access to it can note it.Expected Solution:How to overcome this. What are steps to have this encrypted on a on premises Acumatica site. Also, can the Acumatica SaaS site’s web.config app settings be encrypted by having a publictoken? 

Customer has 5 branches.  They have a AR Aging Template set for each branch.  Is there a way to run all templates with one click / selection?  They want to do this on demand not on a schedule. (2023R2)  

What are the  most levels you can track costs at the Project Level. The actual project module NOT the construction module.   I am aware with construction by design has levels.  In project I am attempting to configure for a marine company that treats customers with multiple vessels as projects whereby the project would be the customer,  task would be ships(vessels)  and a third level is required and would have to be an account group hyphenated with a what they use as a cliff code.Where construction would facilitate the 3rd level, I am not seeing that in projects. 

After the upgrade 23R2 webservice endpoint is not working. How to fix this Issue.

Hello,VERY new to all of this (our company is going live next week).  I’ve been watching the university videos and looking around here, but I cannot seem to get the answer to my issue.  To keep it as simple as possible, I copied a dashboard for Sales Manager which shows all kinds of information in widgets for every salesperson.  I want to take that copy, and make it so it only shows data in the widgets for the person who is logged in and make it accessible to all of our sales team.  I’ve tried various @me’s  but it just doesn’t work.  Maybe I’m picking the wrong field?  I’m just spinning at this point mentally trying to get what seems like should be a very easy modification to work.  Any help is greatly appreciated.   EDIT:  I have been able to make the widgets work if I manually edit each one to a specific person.  I’m trying to avoid doing that 75 times.  Hoping I can just pass the value of the logged in user down to each of them.

Hello all,Wondering if there is an opportunity to have One-Time discount per customer. once they used the discount code, it is not available for second use-system detects customer discount usage activity-.Thanks,

We are trying to change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method. If the prior class was Serialized with Lot/Serial class as "Default" and have tracking method as "Not Tracked" and Assignment Method as "When Received". However, If we try to change the lot/serial class of an item to any other lot/serial class We are getting an error as "Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use." We tried with zeroed out the quantity on hand for the item and ensured that there are no allocations for this stock item, but it won't work.How can we successfully change the Lot/Serial Class in this scenario? Lot Serial Issue 

Hi Team,I'm trying to pull data from Acumatica and use it for further processing at my backend system (similar to SAP in this case). I need to retrieve data from multiple entities like companies, projects, and employees.I successfully made API calls using Postman to fetch specific entities, like projects. However, when I attempt the same call through the Extended endpoint, I receive a 500 Internal Server Error.Could someone advise on the best approach to fetch data from multiple entities, including using the Extended endpoint?

How to add the company logo to the purchase order screen print form in Acumatica

Hi,In report “Account Details”, it only allow to run a single Account each time. I want to run a range of account, just like Period. I try to work on customization but not successful. Could some one help me on that?Thank you.Raymond

Hi,I want to give an access right for deleting row in Purchase Order form without giving the right to delete an PO(header).How to reach the Detail grid in order to set it to delete ? I don’t see it : 

Tool Maintenance TrackingDo you need to track tool maintenance?  And I do mean Tool Maintenance not Machine maintenance, that is a different animal.  I spent years working at a stamping manufacturer where tool maintenance was always a challenge.  In my case, I am talking about sharpening a tooling die set.  The tools were usually built for a certain life span – so many parts or hits before they needed to be sharpened or replaced.  The type of steel and whether inserts were used in the tool, what material you were stamping, size and type of press were all factors.The problem:Sharpening the die takes time and cost money.  It’s a hidden cost, while expected it was usually not well managed.  To make matters worse, if the customer ordered more parts, we had no idea how much life was left in the tool without physically inspecting the tool, and we had thousands of tools. So, we would take the order and absorb the unexpected co

Hello! Does anyone know how I can link the “Notes” section on the Customer screen to create an endpoint? I tried hardcoding “Note Text” under the mapped field section since that is the name on the import scenario, but that did not work. The only 2 options under the Customer Summary are “Add Pop-up note” and “Pop up note text”. 

hi all, I have created New DAC and new screen just trying to put some data. But after creating new screen the fields inside screen is not showing anything. I have attached the screen shot below. Can anyone guide me how to do it?  PS: I am new to Acumatica