Discussion Forums

There are three tenants in our Acumatica Instance. For the purpose of creating a SQL view, we used the below DB Script.create or alter view ardiscountView asselect ROW_NUMBER() OVER(ORDER BY Usrdiscountcoden ASC) row,RefNbr,TranType type,Usrdiscountcoden discount,sum(CuryDiscAmt) amount from artran where Usrdiscountcoden is not nulland CompanyID=2group by RefNbr,TranType,UsrdiscountcodenBut in here we had to hardcode the CompanyID. But we want dynamically pick the CompanyID depending on the current tenant. If you can provide a way to perform this it id highly appreciated.  

There is a known issue with the Salesforce Integration if you’re on Hyperforce. Our Salesforce migrated to Hyperforce in February before the known issue was reported.Our sync has not been working since February. Is there any chance this is still getting addressed? 

ACH payments are our primary means of remittance.  Our ACH payments are accompanied by an emailed Remittance Advice (triggered by a Business Event).  This has worked without issue for the two years we have been on Acumatica.  For the same amount of time we have been trying to get Acumatica to email a Remittance Advice when making an ACH payment for a Prepayment (out of Purchase Order). At first we tried making Active a stock Business Event, “Email Vendor ACH Prepay Advice,” which did not work.  We have subsequently tried numerous modifications.  Requests for Vendor Prepayments are fairly infrequent.  Sometimes weeks pass between a failed attempt, a modification and the occasion to try again. At any rate, here is what has most recently failed: Anyone have the magic combination to cause Acumatica to email a Remittance Advice for an ACH Prepayment?

I have 2 tenants in one Acumatica instance, one is for testing and the other one is the live tenant.When I publish a Customization Project in test Tenant I can see the same changes in Live tenant as well.I don’t want this to happen. Is there something that I have to anything specific to handle this?Can anyone advise me on the best practices of publishing customization projects?Thank you.

Question, we have a client that requires the need to bill different customers to one construction project ID? Is this possible? I don’t think so but wanted to check? Also, can change orders be imported into projects? Please let me know. If multiple customers cannot be linked to one project any suggestions? 

Has anyone used One Drive to store their Acumatica Attachments / Uploads / Images?If not, which one are you using? 

I've just moved to a company and they have also just recently implemented Acumatica. I'd like the ability within Acumatica that when a SKU comes to the end of its life and we no longer want to re-order (or the product is no longer available to re-order from the supplier) that we can set it to only sell stock on hand and not generate backorders we are unable to fufil. I can't see an option to do this within the verison of Acumatica we have.Is it possible to do this & if so what is required? Acumatica Cloud ERP 2023 R2Build 23.213.0015 +

I would like to update specific record under processes (Approve Bills for payment) using api endpoint via postman. for example: update the cash account value

Hello,They would like to give their shippers rights to change the “Sched. Shipment” date on the shipping tab of the sales orders screen.  But that is all.  Everything else is locked. This seems like a big undertaking, and I fear they will get to the end and find some fields are unavailable for locking in the access rights by role screen. Anyone else done anything like this successfully? Setting the upper level Sales Orders screen to view only and setting this specific field as “EDIT” did not work because of the higher level setting of “View Only” on the screen itself.

Hi,I have a requirement in Acumatica to retrieve the system time when a user saves a form for the first time. I need to use this system time to perform a calculation and update a field value on the same form. Is there a method to get the system time in Acumatica? If so, could you please provide detailed steps or guidelines on how to achieve this?Thank you in advance for your assistance!

We are transitioning to paperless picking and require a method to print labels for stock items, using information derived from the scanned lot number of the SKU attributes. Does anyone have suggestions on how to implement this? Thank you!    

How do I add an active notification source to resolve the error shown below? This error occurs when trying to SEND a Sales Quote from the CRM.  

As a legacy of a prior configuration our instance has 1,000,000’s of customers which were used one time, and now sit there slowing down the system.If we set these to inactive should we expect a speed/performance benefit around the sales order/AR screens that reference customer? Currently it takes an eternity to load/search for customers

Hi All, Client is busy with Processing bank transactions but is getting this error object reference not set to an instance of an objectPlease advisethank you Dries

HI All,Is the field project default as Non - project which is a setting? Could you please advise me which screen I can change this setting? I wanna leave it blank and require user to manually input itThanks in advance,Yên Chi

Hi community! I have a customer that does a lot of customer consignment. They basically need to receive items into Acumatica and integrate with Pacejet because of the high number of inbound shipments. Acumatica told me receipt type SO shipment is not supported with Pacejet so I’m wondering if anyone out there has experienced something similar.

“New connection to support Shopify’s new payments platform is now available!We encourage you to act now by following these steps.You will need to make all changes by June 28, 2024, to prevent the payment card option at checkout from disappearing.”Shopify App: https://apps.shopify.com/authorize-netAnyone having issues with payment importation? (wrong processing center ID, no 10 digit trans key from auth.net) 

I would like to force AR Customer accounts to only transact in the currency for which they are set up. I.E. i have set up USD accounts for some customers and only want them to be invoiced and receipted in USD. If the customer wants to transact in another currency, we set up a separate account for them and they need to be restricted to only transact in that currency.  I know that what i am asking for defeats the object of multi currency accounting, but we operate in a strange economy where hyper inflation is a common thing and allowing someone to pay off an invoice raised in local currency, with another currency, opens a risk of arbitrage from our staff which we want to remove. Thanks in advance for any advice offered.   

Hi All, I am attempting to do an import that I know I have done before, but is not working currently! I have an existing open Sales Order (Status  = Open). On that order I want to populate the owner field. The keys being the order type and order number. I also added customer as I have had experiences in the past where for some reason, it throws an error is not there. Anyone have any thoughts?! Starting to go a little insane looking at it!  

Hi, As per the screenshot I need to change the sales value to the number value. It should be all numbers instead of 512.43K.Ex : 512.43K = 512,430        5.33 M =  53,300,000   

Hi community, The system I am creating sales orders on is having some discrepancies between the manually created sales orders and API-created sales orders. When the delivery route assigned to a customer has a trip the next day and you manually create a sales order with a Requested Date of next-day, the sales order auto-fills its Pick On date for today as expected. When doing it via API, it skips the next-day trip and auto-fills the Pick On date for the day before the next trip even if that is next month. I already set the PX-CbApiBusinessDate when creating the sales order and made sure the time zone is correct in my user profile. Is there something I can do like set the Created Date value of the sales order or adjust the date via API after the record is created? Please let me know if I need to clarify anything! Thank you.

Hi,We have a client who is using an external software for their Scale solution. Each day, they upload a file through an import scenario to upload the individual invoices through the Sales Order screen as we need to keep the same document ID when creating the invoice in Acumatica. I’ve create attributes within the SO header section to keep track of important information and we need to have those attribute to transfer over to the invoice document. During our test phase, I did create a Generic Inquiry to pull the Invoice ID and the attributes and a Business Event to do an import scenario to import the attribute values when the Sales Order have been invoiced. The business event was working without issues. Now that we have gone Live with Acumatica, the attributes are not importing in the Invoice document because the business event is giving the following error. “The last error was CustomerID cannot be blank.”. The weird part is, it will work when I execute each record individually within th

hi, I am working on a report. I have passed Parameter name “Items” which is attach with inventoryitems. When I am selecting Items in parameter and running reports its duplicating the grids two time (as shown in picture below) .In the QTY column i want user to select the QTY from parameter. that must be from 1-100. Is there any way to do that? If yes please guide me on this.  I wa unable to see my tables after creating relation between customer and address so I make relation of these tables like this as shown in picture is this causing the issue? I dont want to join Inventory table with any other. but without relation it was added but not shown.     

We have a few common dashboards for different groups created. We are setting them up as user home pages - however I don’t see a way to save the parameter filters to their specific Branch/project manager. Is that possible instead of having to select it everytime?

When posting our payroll entries, we are utilizing additional Account Groups for tracking between Regular and Overtime labor. Often our projects do not anticipate or budget for Overtime, and the transactions get posted creating new cost budget line items to reflect the amounts. I know about Recalculating Project Balances to get the Actual Quantities to pull forward, but doing so requires that a UOM be applied to the budget line item. Is there a way to set a default UOM for new budget line items based on Account Group or other? I’m hoping that it’s a setting in the background I’m just not familiar with as that would prevent the need for constant spot fixes and balance recalculations.