Discussion Forums

Hello all,Curious to hear experiences from the community on Salesforce integration. We’ve deployed the existing integration described in the Acumatica help files.What advantages/disadvantages have people seen who have chosen to deploy with a third-party integrator vs the integration that ships with the product? Just curious what people’s experiences have been.

Are the Aatrix services integrated with Acumatica confirmed as compatible with Acumatica 2024 R1?  Who has upgraded to 24R1 and continued to use the integrated Aatrix services without issues?

Hi We are having some internal issues regarding timecards approval status. Our approval status itself works fine, but once the employees time is approved, we would like to limit the possibilities to put the actual timecard to hold status.  Our final step in the approval process is the finance department, and once the timecard is approved, we would like to disable the hold button, exccept for members from a specific group in our company tree.  Is that possible?

Hi,i’ve had a few customers ask me if there was a calculation function within acumatica to add things within the amount field.  I wasn’t sure if anyone had seen this before? Thanks!

Hi all. I am currently working on a scenario to remove a specific product from the Related Items tab. Although I have developed a method that successfully deletes a line, it unfortunately only removes the top line and does not allow for specification based on the Inventory ID. The product in question is associated with multiple products and appears on various lines within these entries. Any help on this would be appreciated. Thanks 

Hello. I want to create a dataview in my customization in order to get these data.In the invoices form, From the credit memo type i want to get its detail total and then go to the application tab and select its invoice and get the Amount from the invoice in the Invoices and Memos form.I need the detail total from this credit memo And then i will go the applications tab and go to its invoice.And from the Invoice form i need to get its Amount.How can i write this into a query where i can create data view for my customization?I have created this relationship joinin using the report builder for my report but i am unable to come up with the written query for this. Please help!JOIN 1JOIN 2I simply need the written dataview query of the two joins. Thanks in advance.

Hello all,I have been trying to limit the access to one of the User Roles but it looks like it is not getting applied.eg: I am looking to restrict the access to the “Pay” button in the Invoices & Memos (AR30000) screen for a particular user role to View Only or Revoked. I tried the following : Access Rights by Role screenWhat am I missing here?

Is there anyway we can maintain the supplier warranty for the items we purchase. Items would be tracked using the serial numbering method and need to enter the warranty at the purchase receipt stage And once the supplier warranty period is over needs to get and notification. How can we facilitate this? PS: These item are not equipment or Fixed Asset.

Hi there,I'm new to this platform. I've been given the task of exporting data from my third-party C# Winforms application to Acumatica ERP. I believe this can be accomplished using the APIs provided by Acumatica, but I'm not sure where to begin.I would appreciate it if you could provide me with a starting point or some sample code. ThanksRahul

I’m not sure what this error means. The production order is for 16 and I am trying to input that we made 15 instead of 16. This scenario worked in our test tenant so I’m not sure why it’s not working in the live tenant or which “control point” it is referring to. 

Hello all,Getting this error after the latest update.** Exception: Inventory Planning Error processing First Pass Detail. Type = Inventory Planning Requirement. Inventory ID = BLNK-22X64-29- GL. siteID = GST. Plan Date = 4/17/2024. Stock Qty = 880.0000. FP Record ID = 4368. BOM ID = BOM011160. Object reference not set to an instance of an object.We can delete the BOM entirely but it will just error on the next one.  Here are shots of the trace log. Thoughts?  

We use average costing and also Phantom Exclude materials.  Sometimes those Phantom Excluded Materials have run time included in their BOMs.When creating a production order, the cost roll ignores the routing of the Phantom Excluded material and only blows the parts into the parent BOM.  This behavior is correct. When performing a multi-level cost roll, the cost roll includes the cost associated with the run time of the Phantom Excluded material.  We believe this behavior to be incorrect - the BOM Cost Roll should ignore the cost of the run time when rolling up costs into the parent assemblyI’d like others’ thoughts on this.  Maybe our perspective is incorrect.

I am having the following popup when trying to access the customization project screen.“The current user does not have access to the AU201000 screen”We are having trouble locating the authorization needed to access this area.Anyone have any ideas.Thanks

Hello,I am trying to set up shipping rates in the Freight Rates tab in the Ship via Codes screen. I need the rates to change at certain volumes and weights, whichever is higher. However, despite all the help articles saying that it calculates freight first by weight, and optionally by volume, it seems to only calculate the freight by volume. Is there any way to change a setting so it will calculate freight based on the higher of the two, or is it only possible to calculate based on volume? Thanks for your help!

Hello - Does anyone know how I can get this field to show up on a GI? It is on the Customer screen under the Billing tab. It seems when the “Override” box is checked, that it will not appear. However if there is a value there and the box is not checked, it will. I am not sure why some are checked and some aren’t either? Maybe an update changed this? Note - this information does typically come from an API connection to a separate system.. not sure if that plays a part.. any help would be appreciated!  

Acumatica lets you make mass changes to bills of materials but it doesn’t appear that you can make mass changes to existing production orders when the bills of material are changed.Does anyone know if this is possible?I have several customer asking this.

This seems like a simple task, but I haven’t been able to find instructions that have worked.I have an inquiry screen with a simple Filter DAC for the header and a Details DAC for the grid.The grid contains a column “Commission”, and I need a summary field to display “Total Commission” either in the header or on the grid footer.I’ve found an article Calculating Grid Totals on an Inquiry Form - Acumatica Developers Blog and followed the last (most advanced) example and I’m still getting inconsistent results when I have a mixture of header filters, shared filter tabs, and ad-hoc user filters applied.I’ve been working on this for a few days and trying many different things, but always with mixed results.If nothing else works, I’m willing to consider adding an action button that has to be clicked to refresh the total.In a regular Generic Inquiry, a summary field can be defined for the footer, and the column total will reflect the total for all records in the grid view, regardless of how fi

I have entered SO Order type Sales Order A for a configured Product that was marked for production.  i created a production Order from the sales order and the production order is now complete and the configured products which are also lot serial controlled are allocated to Sales Order A. then Customer service said they want to use the products built for Sales Order A on a new Sales Order B.  Same Qty and Same Configuration. Nothing i have tried will allow me to allocate the meters to the new Sales Order.i have broken the link to the Production Order and linked it to the new sales order.   Deleted the Shipment Confirmation from SO A. Unallocated and even deleted the line off of SO A and still can’t get create a shipment for Sales Order B.has anyone successfully be able to do this when a production order is linked to a sales order?     this happens in our current system about 2 - 3 times per month and we are getting close to implementing.    We are now in 2022 R2 but will soon be in 2023

Hi,We are attempting to expose customer specific files on an Acumatica portal via a Generic Inquiry. We already have one that exposes common files associated with the customer using the @me condition which works file.  These files are associated with a property and have the “Is Public” option checked in the file Maintenance screen. We are linking the usual suspects: Contact → Customer → NoteDoc → UploadFile → UploadFileRevision We are adding the files on the customer screen.  When the GI runs in Acumatica, and the @me disabled, we can see the files. In the portal, with and without the @me enabled, we cannot see any files.  We also checked and unchecked the “Is Public” checkbox, without success.  We also attempted to add the files to the customers associated business account, replacing in the GI the customer table with the Business Account table, also with no successes. What are we missing?   

Hello I’ve been reading the Acumatica documentation to understand how the webhook functionality is handled for Authorize.net plugin. We have a cloud based instance of 2023R1 Acumatica that we access via a subdomain. https://businessname.acumatica.comAfter following the integration and setup steps for Authorize.net specific to 223R1 here, I’m still getting basic authentication errors. I verified with Authorize.net that credentials are entered correctly and that there is no API restrictions for our account.The one area of Authorize.net that still remains unclear is if the webhook url is supposed to enabled or made available by our instance. Is the webhook necessary for the native Authorize.net plugin to work in 2023R1? Or can it simple receive the necessary data via the API token and and transaction key? 

People are voiding payments that have already been deposited to the bank and it makes for A LOT of unnecessary work when reconciling.  In my eyes, there should be no reason to void any transaction that has already been released in a deposit.  If, for whatever reason, you need to void a transaction; you would need to first void the deposit, do what you have to do and recreate the deposit after.  Once a payment is deposited, it should be locked; period. Even Quickbooks had this capability; it’s very simple because the transaction is posted to the ledger when released in a deposit.  But if this is too much to ask, we should at the very least have the ability to restrict certain users from making changes to released payments, especially if they have been deposited.   Does anybody have any thoughts or workarounds to avoid this from happening?

Hi All, I am trying to copy an arm report from one tenant to another. For some reason I am doing something wrong because I cannot see it on the tenant I imported it to.

Hi Everyone, I am trying to do a Hubspot integration with Acumatica CRM, I am following the quide hubspot team provided but once I allow permission, I keep getting the following error. Has anyone tried this and ran in to similar error. Any help would be appreciated. Thanks.  

Purchase Order Status not open, not completed, but in transit (shipped), but not received.How can you set up a shipped status for Purchase Orders? 

Hi Everyone,We are trying to automatically create a Purchase Order from an Appointment form.The functionality is almost complete, but I am encountering an issue when I call the Create Purchase Order (CreateProc) function within the POCreate graph. It redirects to the Purchase Orders form after executing the CreateProc function, and the subsequent functionality does not work.POCreate graphPOCreate = PXGraph.CreateInstance<POCreate>();graphPOCreate.Filter.Cache.RestoreCopy(graphPOCreate.Filter.Current, filter);graphPOCreate.CreateProc(list, filter.PurchDate, filter.OrderNbr != null, filter.BranchID);POButtonPressed(adapter);POButtonPressed this function not executed.Plz tell me how to resolve this..? ThanksNageswararao A.