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tanya007Freshman I

asked in Develop Integrations with Web Services | APIs

Not able to see Add Shared Secret Dialog Box and Add JSON Web Key Dialog Box in Connected Applications

I am unable to see the Add Shared Secret Dialog Box and Add JSON Web Key Dialog Box in my Connected Application Page in Acumatica. How to see these dialog box do i need to enable something or i am missing out something?

6 months ago

PaulMainard55Varsity I

asked in Low Code | No Code Customizations or Integrations

Modify Purchase Receipt Workflows to Print Purchase Receipt Form on Release

I have a client who wants a simple modification to the PO receipts workflow where upon successful release of the PO Receipt, they want the system to automatically print the PO Receipt form.Has anyone been successful in adding an “Auto Run” modification to RT workflow? Based on what I see, we can only duplicate the Print Receipt on the toolbar after the receipt is released.

5 months ago

lawsontJr Varsity II

asked in Retail

Outlook Extension Doesn't Work for Shared Inboxes

We’re trying to set up the Outlook Extension for Accounts Payable bills. Has anyone run into this issue where it doesn’t work for shared folders? I guess the extension needs to be engineered to accommodate shared folders. Is there another extension out there that accommodates that?

6 months ago

tanya007Freshman I

posted in Develop Integrations with Web Services | APIs

Error while an Purchase Order using an API

I am facing a problem while creating a purchase order using an API in the postaman i am using this api “http://localhost/AcumaticaERP/entity/Default/22.200.001/PurchaseOrder” to create an purchase order an sending this in the Body of the Postman {"Type":{"value":"Normal"},"ReferenceNbr":{"value":"1"},"Hold":{"value":"True"},"VendorID":{"value":"AAVENDOR"},"Description":{"value":"TestPO"},"Date":{"value":"2023/03/27"}}which i have seen from your community only to create an Purchase Order but when i try to send the API i am getting this error Can Anyone to resolve this issue so that i can create an Purchase Order using an API

5 months ago

skumar98Freshman I

asked in Distribution

How to filter the list of sales order that has NOTES in it ?

I could identify individual sales orders that has attachment or notes , however I would like to see the list of sales order that has NOTES in it by filtering . Also I would like to see the sales orders that has attachements in it. I want to filter the sales order based on these conditions in the Sales Orders screen.

5 months ago

skumar98Freshman I

asked in Configuration and Installation

What is the purpose of displaying a single screen name multiple times ?

In Access Rights by Role screen , I find some screens displayed twice or thrice but not sure why ? What would be the reason ?

5 months ago

kanupindiJr Varsity III

asked in Reports and Generic Inquires

Error while saving a report to the server

I am trying to save a report to the server, and I get the above error. I even downloaded the report from acumatica and tried saving again - but it keeps throwing the above error. I have also attached the report here. Can you please advise?

6 months ago

aiwanCaptain II

posted in Develop Customizations

Update Costs Button for Sales Quotes

Hello Everyone, I have been battling on what the best way is to get unit costs to auto-populate onto the Sales Quotes (CR304500) screen.Initially I had used a FieldUpdated handler for inventory ID but as we import plenty of worksheets from excel, this breaks and pushes the values a line down.Yesterday, I was doing the T230 course and I was inspired so I recreated it but for recalculating unit costs on Sales Quotes.Here is the code for the button, hope it helps someone!public class QuoteMaintCostExt : PXGraphExtension<PX.Objects.CR.QuoteMaint>{ public static bool IsActive() => true;//Make sure you have the views public PXOrderedSelect<CRQuote, CROpportunityProducts, Where<CROpportunityProducts.quoteID, Equal<Current<CRQuote.quoteID>>>, OrderBy<Asc<CROpportunityProducts.sortOrder>>> Products; public PXSelect<CRQuote, Where<CRQuote.opportunityID, Equal<Optional<CRQuote.opportunityID>

4 months ago

FRANKDSWK91Freshman I

asked in Develop Customizations

Changing Labels in Easy Post

Hi I have a question I’m trying to change the labels display names in Easy Post but I’m not sure on how that works. I copied someone’s code from over 5 years and but I tried using it and it’s not working on my end can does someone know how to change the display name from Acumatica. Shipment shipment = new Shipment() { to_address = toAddress, from_address = fromAddress, parcel = parcel};//DO THIS BEFORE CREATING!shipment.options = new Dictionary<string, object>();shipment.options.Add("print_custom_1", "this is some sample text");shipment.options.Add("print_custom_2", "abc");shipment.options.Add("print_custom_3", "xyz");shipment.Create();var lowestRate = shipment.LowestRate(includeServices: new List<string>() { "First" }, includeCarriers: new List<string>() { "USPS" });shipment.Buy(lowestRate);shipment.GenerateLabel("pdf");

5 months ago

ifelixFreshman I

asked in Reports and Generic Inquires

How to get Approved Employee to the Report

Can someone help me with the joinin to get the Approved Employee from this screen ?I want to get the approved employee related to this Refnbr. I tried so many ways but none of it is working.This is the joinin that im currently using in my report schema builder.Also the dac mentioned in the inspect element of the approved employee is hidden. Therefore i am trying to get it through its base dac which is EPEmployee. Also once the record is approved the name and id goes to EPApproval dac. How can i navigate from APPayment to EPEmployee/EPApproval in order to get the approved employee name ? Please help!

3 months ago

NetAdmin42Semi-Pro II

asked in Financials

Help ASAP; Master Financial Calendar off by a day

I am setting up a new tenant on my production system but when I went in to create the Master Financial Calendar, it set the “Start Date” to April 2nd, instead of April 1st and now the ENTIRE financial year is off by a day. (see screenshot)How do I correct this so that all of the periods match the months correctly?? (I HAVE to correct this before I can activate any of the periods.)As you can see from the screen shot the Start Date is greyed out and I am not able to manually change that.

5 months ago

DawoodFreshman I

asked in Distribution

Problem with Replenishment Quantity Ordered (UOM)

Hello,We are new to Acumatica, and we are using Replenishing for our purchases. We ran into an issue, and it looks like it does not take into consideration UOM or conversion factor. For example, it asks us to order 20 each of a part or product, and we enter a PO for one case. It still asks us to order 19 more even though the conversion factor is already defined on the item profile to 1 case = 20 each. We cannot enter a PO for 20 each because our supplier does not sell it by each.In addition to that, it does not round the UOM. For example, if it asks us to order 30 each of a part and the conversion factor is 1 case = 20 each, it creates a PO for 1.5 cases. It does not round it to 2 cases. Is there any option or field in ACUMA to fix it?

3 months ago

srengdahlJr Varsity III

asked in Financials

Purchases Clearing - Incorrect quantity receipted

I need assistance cleaning up my purchases clearing. I have a balance hanging in the account due to incorrectly receipting a quantity of 6 when the order quantity was only 3. What is the best way to correct this in the system?

4 months ago

brucewarrell96Jr Varsity III

asked in Distribution

Incorrect Fedex Freight Cost

Using 2024R1 and the Fedex Rest API - we are noticing major discrepancies between the freight cost returned to Acumatica and what we are actually charged. The variance is between 15-30% and the cost Acumatica is typically lower in most cases. The weights and package dimensions match between Acumatica and the Fedex cost report. Ideas?

2 months ago

tusharpandita74Acumatica Employee

posted in Retail

Ability to sync Payment terms from Shopify Order to Acumatica Sales Order

With 2024 R2, we are adding ability for the users to import payment terms from the order in Shopify to the terms for the imported sales order.The rules for importing payment terms during the order import process, the connector shall: Check if there is a substitution list added to the Payment Terms checkbox in the Order Settings tab of the Shopify Stores (BC201010) form, and if found, match the payment term name from the substitution list to the credit term in ERP. If no substitution list, check the actual Credit Terms(CS206500) name in Acumatica and if it finds a match the payment term name from Shopify, then use it. If still no match, use the default credit terms from the Customer record. To sync Payment terms from Shopify Order to Acumatica Sales Order using substitution list, the users can follow the steps outlined below: Find the payment term name that is in the Shopify orderIn the Shopify back office page, open an order with payment terms. The user can then look at the order ti

3 months ago

DanNixonFreshman I

asked in Field Service

Need to automate Appointment "Clone" action - Business event or customization

Hi All. I need to automate the “Clone” process on the Appointments screen.We have added a custom field to the Appointment screen which identifies why an appointment an appointment may not have been successfully completed. When the appointment status is changed to “Completed” and the custom field is set to a specific value, the appointment needs to be cloned and scheduled for the next day.I would have liked to have used a Business Event with either an “Action Execution” or an “Import Scenario”. The problem I have is that the “Clone” action opens a new screen (FS.50.02.01) which requires entering the new scheduled date and executing the “Process” action.As far as I have been able to determine, “Action Executions” and “Import Scenarios” cannot deal with being directed to a second screen after an action directs them there. I am looking for confirmation on of this, or wondering if anyone has found any tricks for dealing with this.If not, looks like I’ll need to do a customization.Thanks

4 months ago

fosterjeff01Freshman I

asked in Everything Else

AP301110 Incoming Documents misses invoices in PDF

When processing an Incoming Document PDF that has multiple invoices included in 1 file, the system doesn’t seem to recognize that there are 2 different invoices in the file. Even though it collected the line items from both invoices, it only creates 1 bill and ignores the other customer reference number (invoice number). Is there any workaround to fix this while processing these to break these into separate bills?

3 months ago

mounikaka96Freshman I

asked in Develop Customizations

Unable to insert the clock in/ out records in the Multiple Production Clock Entry screen through custom action

Hi We have requirement to insert the record in the Multiple Production Clock Entry screen from the other custom action. When i try to create the clock entry we are getting the below issue.Here is the code i tried to insert the record, could you please help me.public PXAction<POClockINFilter> ClockIN; [PXUIField(DisplayName = "Clock IN", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] [PXButton(CommitChanges = true)] public virtual IEnumerable clockIN(PXAdapter adapter) { MultipleProductionClockEntry ProdClockEntrtyGraph = PXGraph.CreateInstance<MultipleProductionClockEntry>(); AMClockItem aMClockItem = (AMClockItem)ProdClockEntrtyGraph.Document.Cache.Insert(); aMClockItem.EmployeeID = 2892; AMClockTran newTran = (AMClockTran)ProdClockEntrtyGraph.Transactions.Cache.Insert(); newTran.ProdOrdID = "AM000048"; newTran.OperationID = 2; ProdClockE

3 months ago

NetAdmin42Semi-Pro II

asked in Import and Export Scenarios

Can I autoincrement a Project ID on import scenario

I have a very simple Import scenario where I want to create a list of Projects with only 4 columns of data.ProjectID, ProjectClass, CustomerID, TemplateIDMy import scenario works perfectly; IF I pre-populate the “ProjectID” column in the source spreadsheet with a projectID that increments.Is there a way to have leave that column blank and have the import scenario “automatically auto-increment” the projectID in Acumatica?

5 months ago

vib1980

asked in CRM

SalesForce Sync - Creating multiple SF Record ID for the same record

Hi Team,We have across an issue with SF sync where multiple SF Sync Record Id’s are being created for the same record. Highlighted row is the correct sync record id, but whenever automation schedule for User sync runs its adding additional sync record id’s for the same record. Any thoughts?

5 months ago

keithschmJr Varsity III

asked in Develop Integrations with Web Services | APIs

Quick Question on PO Auto Numbering

We have some PO’s generating from a 3rd party system. With Autonumbering off I can create a PO with API and use the 3rd party PO num. We also need to create some PO’s manually, but want to use different prefixes. Is there any way to have autonumbering on for 1 prefix but not the other? Is there a better way to solve for this? Thank you

4 months ago

apallawala21Freshman II

asked in Field Service

Service order is requesting another shipment for items which are already shipped from the sales order.

Hello!I’m creating a service order from a sales order. And to create the service order, I select the require appointment check box for the stock item and to the service. The items entered in the sales order will be shipped from the sales order shipment.But when I create the service order, it shows the stock item line status as require scheduling and ask me to do another item issue when completing the service order as well. But the documents say we are only requiring shipping the items which are newly added to the appointment.If there’s any step or information I have missed? Best Regards Amanda

2 months ago

vannakheng66Freshman II

asked in Distribution

We have some transaction that not post IN but everything complete

how to can we solve it ?

4 months ago

RByeFreshman I

asked in Construction

Users saving Common Dashboards with paramater filters pre-filled

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?

2 months ago

danielklumppVarsity I

asked in Manufacturing

Production Receipt Cost Incorrect when Backflushed Lot/Serial Tracked Subcontract Materials exist

We encountered a glitch when receiving partial quantities:Production Order Qty 10 with Qty 10 Subcontract Material Purchase Order for Subcontract Matl Qty 10Purchase Receipt for Subcontract Matl Qty 5 (Subcontract Matl is Lot/Serial tracked to preserve costing from a specific vendor to form the PN) Move on Production Order Qty 5 (consumes backflushed Subcontract Matl Qty 5) Production Receipt only capitalizes 1/2 of the Subcontract Matl cost into the finished good. WIP balance is correct, though.What do we have set up incorrectly? Or is this a bug?

4 months ago

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