Discussion Forums

Hello Acumatica Community,What service have companies used for “simple” sales tax rate updates in Acumatica?  We are not looking for something like Avalara but just simply update the rates inside Acumatica for the states there is nexus.   Thanks,Nirav Shah

need to create a custom format AP Aging Report and change the cheque print layout. Both items are purely formatting. can you walk me through how to do this and help out with code?

I have created a few fields in BAccountExt as shown below and placed them under a custom tab in Customers screen:UsrValue1 - string UsrValue2 - string UsrValidValue - boolean (field disabled to disallow manual update) UsrValue1ValidatedDateTime The flow of this customization is when validateValue action button is pressed, it will trigger validation on UsrValue1 and UsrValue2 via API and return the status (true/false). The status will then be saved to UsrValidValue field, and the validation date time will be recorded in UsrValue1ValidatedDateTime field. The action button code is as shown below: protected void validateValue(){ bool flag = true; Customer customer = (Customer)Base.CurrentCustomer.Current; if (customer != null) { // Retrieve customer's BAccount from the current context BAccount customerAccount = Helper.GetCustomer(customer.BAccountID); BAccountExt customerAccountExt = customerAccount.GetExtension<BAccountExt>(); // Retrieve comp

We automatically updated to 2024 R1 last night. Since then, the quote screen PM304500 is no longer linked to a printable report, as you can see here:Has anyone else had this problem? Any simple solution?

What if the vendor charged tax is different form the ISV calculated tax?  How does Acumatica handle that?  Is there a setting or configuration to do a tax adjustment?

We are a Canadian company, and we started taking orders from the US.  Our default currency is CDN; We have enabled multicurrency in Acumatica.  We are using Shopify for the POS and the online store; the Sales Orders sync just fine; however, the payment part is failed to sync with the error “Inserting 'AR Payment' record raised at least one error. Please review the errors. ARAccountID: Denominated GL Account currency is different from transaction currency.” We are not sure if we have missed configure anything in the Payment entity.  Hopefully, someone has successfully configured to sync for multicurrency ie. Shopify and Acumatica.  Any suggestions would greatly appreciate!

The feature to convert stock to non-stock (and vice versa) was added a few releases ago, but with significant limitation (the function is unavailable if any of the following are enabled: Manufacturing, Projects, Time Management, Service Management, Payroll) When will this be available with these enabled functions? 

Hello  Some users are experiencing the error below when trying to export Batch Payment files.  Admin is able to do this so I believe it is a permissions issue.  I have gone through to test giving access to screens like files, file maintenance, export scenario and have not had any luck.   Has anyone else out there experience/resolve this error?   

I’m playing around with extending workflows. In this case I’ve added an Action to SOOrderEntry in my graph extension. I’ve created a workflow extension as well. While my code compiles, I get an error displayed on the login screen:When extending a cache, cross references are not permitted: CustomerOEMods.Workflow.SOOrderEntry_Workflow -> CustomerOEMods.Workflow.SOOrderEntry_Workflow. The class definition for my workflow class is as follows:public class SOOrderEntry_Workflow : PXGraphExtension<SOOrderEntry_Workflow, SOOrderEntry>{}The definition of my graph extension of SOOrderEntry is:public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>{}Are these definitions incorrect? I’m following T270 as it covers adding an action to the SOInvoiceEntry workflow.I’m not sure what I’m missing.

Hello,I am trying to update the Latitude and Longitude on the Customer Master screen under the Shipping Tab via Import Scenario.  If I choose 1 record to process, it works perfectly fine.  If I try to do more than that, it says it processed them but the data is blank.  I have no clue what is causing this as I’ve done other imports for other aspects.  Any help would be greatly appreciated.  I have attached the XML of the Scenario.

We have a report that prints the pack list along with Lot Serial Nbr. Currently the items on a shipment are repeating multiple times because the items are located on multiple locations.   Current OutputHow can we display items along with lot serial number, total shipped qty but not have it split these lines based on location? We currently have it grouped by Sales Order Nbr and Order type.    I have also attached the rps file of the report for reference. Thank you for the help in advance! 

We have a client that will be keeping track of statistics by using the Quantity field within the Journal Transaction screen but there isn’t a way to have it show in the current inquiry screens. Below is a screenshot of the Account by Period inquiry screen and I was wondering if this is even possible to add to the inquiry.  Any help would be greatly appreciated. Thank you

Hi allI would like to know if anyone can supply me with the regular expression for creating an attribute with a currency value.  In other words, the value entered here must have two decimal points and be a number.I have voted for numeric type attributes, let’s hope we see it in a future version!Also, please let me know where I can find some resources on how to create my own regular expressions, it looks like Greek to me :-)

Hello Everyone,We've recently completed a Shopify integration and are encountering an unusual issue. Could you please review the details below and assist with a solution? Error: An inconsistency occurred during synchronization of the sales order lines. Please resynchronize the order. Thank you for your help.

Is it possible to set the business date in an automation schedule? Invoices are prepared using the process at month end because consolidation of sales orders is necessary. The volumes are high and when users run the process it may fail when it gets over 1 hour, resulting in no consolidation. So running the prepare in an automation should take care care of this. However invoicing does not start until day1 of the new period. Users set their business date back to ensure correct invoice date/period, hence the request. 

How to overide Approve button on Request(RQ301000) screen?

Hi All,I am planning to create a report using user-defined fields in the report parameters. My idea is that the user can select the desired fields from the report parameters and then click on "Run Report." The report will then be generated with only those selected fields and values, without including any other tables.Is this possible, or do we need to have predefined fields on the screens?Thank you.

Hi, I’ve created a Generic Inquiry titled “Project (Cost & Revenue),” and it runs smoothly. However, the pivot table takes a considerable amount of time to load.Could anyone provide insights or assistance on how to improve the performance of the pivot table? I’ve attached the GI and pivot table XML for your reference. Thanks 

We have a requirement to add a checkbox to the grid in Employee Time Activities. It needs to be enabled and editable and thus, persistable, when the activity is released.Standard SetEnabled in RowSelected does not work. Enabling the entire column in header also does not work. Overriding the original RowSelected event, where the row is disabled for released activities also does not work for some reason. Any ideas?

Does anyone have a good method of copying a sales order line with a configuration? We have a client who often needs to copy a configuration and then make a small change to that configuration. They are looking for a way to easily copy the configuration instead of have to go through the selections again. Anybody have any ideas? They were also lookin to try and get a report of the configuration output but also not sure if anyone has done anything like that?

Good morning,I am curious if there is already a report in Acumatica available that would show me an accurate AR aging for customers.I currently utilize the AR Aging Period - Sensitive report...but that will give me customers that still have open orders on their account, thus creating a “credit” on their accounts on the report. I would like to see a report that just shows invoiced customers basically...is there already a report available or have you found that you need to customize a report? 

I would like to discuss the details of syncing template items’ options with Shopify in this post.First, some background.ShopifyIn Shopify, we have products with variants. If a product has variants, it is done through options. For example, you can have Color as an option, and that option can have different values: Red, Blue, White. At the same time, a product can have another option - let’s say, Size, with values 2, 3, 4, 5, 6.AcumaticaIn Acumatica, we have Template Items with Matrix Inventory. Matrix Inventory (matrix items) are variants of the Template Item. The way they are connected is through Attributes. Attributes are first created on screen CS205000. The type of this attribute should be Combo. Then the attribute is added an Item Class with the type of Variant, and then we can generate matrix inventory on the Template Items screen or connect existing items to an existing template item, by filling out attribute values.ChallengeFor online stores, it is sometimes important to assign

I am just learning Acumaitca Payments and trying to document the process for our customerAt the very beginning of the documentation it says  “contact the Acumatica Payments sales team”Here the link where that is found…https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=7f8613be-52c8-444a-9048-dcaece4aaad3How do I “contact the Acumatica Payments sales team”  or does the end customer do this ?  

Hi All, I have an ARM P&L report that is using unit sets that allows selections by Company and branches.  The report is structured to enable the selection of accounts by sub accounts. However, the headings are only printing the sub account code (which is meaningless to the recipient| and the site have 90 sub accounts used for reporting). Is there a way that I can get the actual sub account description to print  in the heading as shown below (where administration is sub account 09) and North Shore, Warkworth etc is the branch name.Below is what is actually printing.Any advice would be much appreciated.thanking youSally