Get inspired and gain all the knowledge you need
Hi, I created a GL account "999991" in the Parent tenant and attempted to map it to the Consolidation tenant. However, I was unable to locate the corresponding GL account in the Consolidation tenant for mapping purposes.Upon further investigation, I discovered that the Account ID (highlighted in yellow) value differs between the two tenants. Could this discrepancy be the cause of the mapping issue? If so, how can we synchronize the Account ID values to enable mapping between the tenants?
Hello - We have found a check at one of our properties “On Hold” from 12-2022 (screenshot 1). When I go to open this check, I get this error message, “Object reference not set to an instance of an object”. I have found this check applied to a Bill, with the status of “Open”, and I cannot delete the bill or clear the application. When I select “Pay”, I get the same error message “Object reference not set to an instance of an object”Additionally, I have found a debit adjustment referenced to this Bill in 09-2023, seemingly attempting to reverse the error. But I am unable to apply the Bill to the Debit Adj, or release it. (screenshot 3 and 4))Does anyone know a workaround so I can find this check and delete it? (A second check had already been cut and paid for the same time period)Thanks! Bill with the Check Applied and the Debit Adj
Hi! I’m using the formula editor on generic inquiry for this formula: =IIf( ([POReceipt.Status] = 'R' And [INRegister.Status] = 'R') And ([POReceipt.OrderQty] = sum([INRegister.TotalQty])), 'True', 'False' )It validates correctly but when I run it, it returns this error: Column 'POReceipt.Status' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause.Column 'INRegister.Status' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause.Column 'POReceipt.OrderQty' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause. Any ideas how to troubleshoot? Attached is GI and this field has the formula:
Before knowing that Template/Matrix Items existed, and how they worked, a number of sets of various related Stock Items were created individually (most with associated BOMs). For simplification of maintenance and development moving forward, I would like to convert these existing related Stock Items to Matrix Items. Is there a prescribed methodology for doing so?
Our product has certain components that trigger a hardware bag that goes into a kit box for on-site installation by the End Customer. For instance, if a Door is included in an order, the kit box will contain a Door Hardware Kit Bag. That kit bag will contain:(6 EA) Carriage Bolts - CARRBOLT (6 EA) Wing Nuts - WINGNUT (6 EA) Nylon Acorn Nuts - ACORNNUT (6 EA) Washers - WAHSEREach of the above-listed Items are Stock Items with Inventory IDs Contained in a BOM (let’s say the BOM’s Inventory ID is HDW-DOOR, and the above-listed items are are in that BOM).Is there a way of extracting the BOM Contents of HDW-DOOR and exporting the contained Stock Items & Quantities to a Hardware Bag Label for printing to a Print Job via Bartender to a a Zebra Printer?It would look something like this (preferably with a header containing the Customer Name and Sales Order Number): John Doe - SO # 003567Door Hardware(6 EA) Carriage Bolts - CARRBOLT (6 EA) Wing Nuts - WINGNUT (6 EA) Nylon Acorn Nuts - ACO
I am thinking through a feature we need, where some customers may be served by a freight forwarding service. The first leg of our delivery process will be a local truck route from our warehouse (the route will change depending on the freight forwarder where the material is being dropped off).The freight forwarder will then be responsible for delivering that material to the end customer.We need a way to manage all of this and make sure thast we can orchestrate local truck delivery from our warehoues to the freight forwarder, and then freight forwarder to end customer, witht the process and paperwork clear at each step of the freight forwarding process.I know that there are various integrations to Acumatica for freight forwarding. Does anyone have experience with these, and maybe can recommend a specific product that might align closely with our use case? Thanks, Jonathan
I’m attempting to update all employees Default WCC Codes with an import but while building my import scenario, it doesn't give me an option as to which “Use Class Default Value” to uncheck or choose. On my attachment, the left side shows what I’m attempting to update and the right shows my import scenario thus far.. Any ideas?
Hi, I was trying to run the FA list at the FA module to see what we have in hand, but nothing shows for 2022. And we have been booking FA in ACU. What could we have done incorrectly here?Thanks ahead for all your help!
I have a need for SOX compliance to prove that a User’s account has been deactivated promptly upon an employee’s termination. I have created a custom report from the framework of the User List Report and need to pull in the date/time the user’s account is deactivated OR date/time a user’s role is removed. I have auditing turned on for these, but am not sure how to relate the audit values with User’s table. Any ideas?
Rates and Billing for Service Company that bills same customer to diff entities depending on work performed
Curious is there are any other companies who has customers that sometimes bill direct to customer and sometimes bill a specific billing account (depending on who is calling in the service request). and also wondering how you have it set up to pull tax zone from customer that service happened at, but pull rates and tax exemption status from billing account? ex. we service “Gas Station A”, when station A calls us, we collect payment (using labor rates and markups set on A as well as submit tax to A’s location taxing authority) BUT if Fuel Supplier B calls us, we bill Fuel Supplier B for the services performed at station A. (using labor rates set on B, but if B is tax exempt, we need to not charge tax on the invoice, but also need to know its an exempt sale from A’s tax zone.
Outlook Add-In - Sent Email selection displays sender in Contact rather than Receiver - Only One User in company
I have a user that always displays their name as the contact whether trying to Log Activity for Inbound or Outgoing email. The rest of the company displays the Recipient for sent mail and the Sender for incoming mail.We have tried to uninstall and reinstall the Outlook add-in manifest and have checked a user with identical roles.Does anyone have any other theories on what may be causing this? An option in outlook that doesn’t identify outgoing messages or something?Any help greatly appreciated
Completing B2B Ecom orders partially, completion by seller, and resubmitting them in the B2B ECommerce store
Requirements A company that runs Acumatica and B2B BigCommerce, wants to enable the customer to order in B2B BigCommerce customer specific products at customer specific prices as a temporary ECom order The company gets the ECom order in Acumatica as a Sales Order The company may change the item in the SO, may add an item (accessory, required cable, ..), may change the number of units in a Sales Order to finally complete the ECom Order which now has become a Sales Quote. The company wants to submit that Sales Quote to the customer in B2B BigCommerce The customer can check out the Sales Quote, accept it as a final ECom Order, and pay for it online Possible Solution What is the best solution? Can this be done in B2B BigCommerce? If so, how can it be done? If not, what is an alternative solution? Transfer the sales quote to the Acumatica Customer Portal for the customer to check it out? Ugly process. Does B2B Shopify Plus offer a better solution? Thanks for your h
Hi everyone - We’re looking for user success stories you are willing to share. Has your use of Acumatica helped your career? Had a positive impact? Helped you grow? Etc. Your story (with your permission of course) may be shared at the Summit. Thank you in advance for anything you’re willing to share with us!
Hello,We have added custom City/State/Country fields to the Employee Time Card screen details grid and are utilizing the Acumatica State and Country attributes. The lists load correctly, and records can be saved, but the validation and updating events defined by the attributes aren’t firing correctly on the screen. Has anyone had any experience with customizing this particular entity?I’ve included a simple customization project that demonstrates the issue. I’m hopeful that I’m just missing something here.Thanks!
Hi,I have a new form where the customer and location are used as key fields. If I type a value in the location it keeps going back to the value that was there before. Another issue is when I click ‘Add new record’ the customer stays there.Please see attached gifs. I also attached the DAC and Maint code.
Hi everyone, I am wondering what is the right way to sort Kit in Report Designer. I have build a report based on below: I have add below sort filter:When I run the report, the KitHeaderID is not sort numerical or Alphabetically and is all over the place:I went and look at Kit Specification and it would show the Kit in numerical order. Does anyone have an idea what I need to do in order to have it sort numerically?Kind regards,Calvin
I have a client that needs generic inquiries and dashboards to go off of their fiscal year and not the calendar year. So in order for the inquiries / dashboards to be dynamic i need the @ functions or something like them to go off of their financial periods which are a fiscal year
IT is a customized Screen from https://github.com/Acumatica/Acumatica-LotSerialNbrAttribute In the customized screen setup I can see the Attribute and its fields I cant see the same in Endpoint setup for this screen.. It populates only the ImageURL If there is a bug in customization .. how to fix it?
Hi, We have going to configure one company newly and there are few clarification under intercompany transaction and company configuration with require balancing. Here Intercompany was not purchased and not going to configure. manage by manual entry. We attached a document with screen shots. Apricated if you could give us feedback. (01). Need to clarify the company configuration. RegardsNethupul
Login to the community
Social LoginLogin with your Acumatica account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.