Discussion Forums

Hello! When I’m setting up the Item class, I have mentioned inventory planning method as none. But now I want to add replenishment to the items hence given planning method of the item class as Inventory Replenishment. But this change does not replicate in the stock item hence I have to re-enter the item class to the stock item. By doing this my already given information to the item get changes, and also, we are changing item class defaults at the item level hence cannot update the item class.  Is there any way I can set up replenishment or take replenishment to the item level?Best Regards Amanda 

Hello everyone,I need to establish different approval processes based on the amount of the estimate. However, when I create multiple approval conditions and activate them all in the sales preferences, the approvals do not function correctly. The approval circuits end up duplicating, or the designated approver is removed from the process.Specifically:For estimates less than €5000, approval is required from division managers involved in the estimate. For estimates between €5000 and €10000, approval is required from division managers involved in the quotation and the sales manager. For estimates exceeding €20000, approval is required from division managers involved in the quotation, the sales manager, and the operations manager. For estimates exceeding €50000, approval is required from division managers involved in the quotation, the sales manager, the operations manager, and general management.Any idea please how can i

Hi,I need to write a JavaScript function to process an external request. For which I need to pass some values such as session, cookie, DB values, from server side into the JavaScript function.However, I am not sure how can I pass these values from the server side after processing into javascript function. I have added a PXTextEdit control <px:PXTextEdit ID="UsrSessionCookie" runat="server" Size="XL" DataField="UsrSessionCookie" Visible="False" />which I though I can use to read the values using below syntax into JavaScript but I am not able to get it if I make these PXTextEdit Visible="False".px_alls['UsrSessionCookie'].getValue();I have also tried below to get values but no luck-document.getElementById("ctl00_phF_form_UsrSessionCookie");Also, I have to make sure that server side code executes first which will get all required values and then process the JavaScript reques

IntroductionIn the dynamic landscape of modern business, staying ahead requires more than just robust software it demands seamless integration and real-time data exchange. Enter Acumatica webhooks, the game-changing technology that empowers businesses to connect, communicate, and respond instantaneously.In our latest exploration into the world of Acumatica, we delve into the realm of webhooks and how they revolutionize data interaction. Whether you're a business owner aiming for agility, a developer seeking efficient integrations, or an IT enthusiast passionate about cutting-edge solutions, this blog post is your gateway to understanding the power and potential of Acumatica webhooks.Join us as we unravel the intricacies of this innovative feature, exploring its applications, benefits, and practical implementati

Hi everyone,I am going through the L100 Payroll module, and I’m processing a direct deposit payment batch.I’ve created the batch, exported a pre-note file and an export file, and confirmed the batch as paid.  I’m now trying to release it to the ledger.  I keep getting the following error:  I checked the payroll batch used for the payment, and the cost codes for all employees are empty:   So, two questions:The project I used to create the payroll batch has a cost code assigned of 00-000.  The documentation says that Acumatica will pull that information from the project data when it creates the payroll batch.  However, it did

What is the industry best practice for invoicing customers for drop shipments? We are looking to have a 100% automated process.

How can I enter G or GRAMM as a weight unit in the stock item screen? In the list I only see KG, although GRAMM is also created as a unit in the measurement units screen. When I manually enter G or GRAMM in the stock item screen and save, it just disappears.  

I believe I heard at the last Summit that Shopify is now able to offer multiple units of measure as an option.  If so, other than adding the unit of measure conversion on the Stock Items screen is there any other setup that would need to be done in Acumatica?Thanks

Hello everyone,I've successfully integrated Acumatica with Adobe Sign, enabling me to send documents for signatures directly from Acumatica. The recipients are receiving the documents without any issues, signing them, and sending them back (they also receive a copy of their signature). However, when I attempt to track the status of the documents through Esign Central, they remain stuck on "draft." Oddly, when I check through the Adobe Sign website portal, it indicates that the documents are completed. Any insights or assistance on why this might be happening would be greatly appreciated. Thanks in advance 

"I currently have my Acumatica ERP running locally on my private PC. However, I now need to host it on a server to make it accessible for users to utilize the services we've developed. Can someone provide guidance on how to successfully host the Acumatica ERP on a server?"

Hi everyone,I added a custom boolean field, say "myField", to the DAC ARDocumentRelease.ARInvoice in an extended DAC (ARInvoiceExt). Now, I need to customize in a graph extension the view "ARDocumentList" from the graph "ARDocumentRelease" so that it provides only the records (among the ones it natively returns) for which "myField" is not true.The problem is that this view has a delegate in the Acumatica ARDocumentRelease graph.I had overriden this delegate in my graph extension like this :public delegate IEnumerable ArdocumentlistDelegate();[PXOverride]public IEnumerable ardocumentlist(ArdocumentlistDelegate baseMethod){            var list = baseMethod();            return list.Cast<PXResult<BalancedARDocument, ARDocumentRelease.ARInvoice, ARDocumentRelease.ARPayment, Customer, ARAdjust>>()                .Where(it => true != it.GetItem&l

I am importing Change Request data from another system into Acumatica.This particular data was given a status of “Void” in the other system.I noticed that Acumatica supports a status of “Rejected”. I am looking for an interactive way to assign the “Rejected” status to a selection of Change Request records(hopefully without having to create a Change Order).Thank you for reading this.-Ken Severud 

Dear ALL,How to change the format of date fields on screens to: DD/MM/YYYY  Is there any way to change the format of date fields on all screens in the simplest way? Best Regards,NNT

Each item class has attributes and I would like to set it so that when I add a new item and select a specific item class, the attributes have default values ​​automatically. I'm mainly concerned about the checkbox, one of the attributes has a type Checkbox and when I add a new item of a certain item class, the checkbox is by default without a checkmark in it. But I want it to be checked by default. Can someone tell me how to achieve this?  

Acumatica provides predefined roles and our company have custom roles created for specific business needs. How to pull the list of custom roles in the acumatica system.

Hello Everyone,I looking for input and guidance if anyone has come across how work in progress transactions are handled through the OOB field service module? Thanks,Hari

I can see that acumatica has a help article that lists the predefined roles , but I would like to know how to identify whether a specific role is ‘predefined’ or ‘custom’ , through a screen in acumatica .

Hi!I'm trying to build a simple GI so that a client can easily review which customer have been added to a Group or groups.Any ideas?Thanks in advance!Regards.

Hi there. We have set up a customer portal for our customers. The date formatting on the visuals for the customer need to be changed. As the portal administrator, the date formatting is correct, but changes when I login as the customer. Where can I make these changes to the format for the customer?  

Is this an out-of-the-box feature, or an add-on of some sort?

We would like to export data, such as vendors or customers, to excel the exact same way we imported the records - ie. using the same data provider. Is there an easy way to flip our import scenarios to be export scenarios without rebuilding them all?Is there anything I am missing here that might make this process easier? Thank you!!

Hi, Can someone share trigger conditions for both PREPARE Statements and EMAIL Statements pls pls. Thank you,Jay  

Interesting that Acumatica only calculates a reorder point.  For many distribution businesses, there should be a calculation for the max that spreads the min/max values.(1) Has anyone addressed this?(2) I am trying to create a business event to update the Max, with a calculation (simple testing is just something like 1.25 * the Min Value)I have my GI, Import Scenario and Business Event. I am struggling with syntax/approach to update the max.  I have tried creating the calculated value in a column output in the GI and use that to update Max in the import scenario.  I have also tried to put the formula in the Import Scenario to calculate the new max from the min. Various attempts have returned various errors. Anyone have suggestions?  Is this an area anyone else struggles with providing solutions? 

Has anyone figured out how to add the PO Order Number(s) to the PO Receipt inquiry? Looking at the the inquiry editor, it looks like a table and relationship needs to be added.Since you can have multiple PO Orders per Purchase Receipt, I believe this would be a one to many relationship.It would be very helpful to be able to see the PO Order Numbers in the inquiry instead of going into the Purchase Receipt. Alternatively, it would be helpful to add Purchase Receipt reference numbers to the Purchase Orders inquiry.

How do I Automate GL Sub-accounts in Deferred Revenue based on Customer State