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Kit implosion - If find kit use it otherwise process as is

Hi, is there a work around process whereby a client orders stock items and the system compares the stock item/color and quantities ordered to already defined Kits. If an exact match is found, then the order will be converted automatically to a kit.

3 years ago

rsorannoFreshman II

asked in Develop Customizations

Make notes in a Customer file (or vendor file) private

Can the AR Manager enter notes in the Customers’ form on the Activities tab and have them be Private?

3 years ago

AliyaAcumatica VP, Global Support

published in Everything Else

First steps with Acumatica Direct Support

Customer with Acumatica Direct Support plans, this video is for you.It describes how to create Acumatica account and how to submit cases to Acumatica Support Team.

13165

11 months ago

brendan91Semi-Pro III

posted in Retail

Shipping - Inaccurate prices (flat rate and regional)

Shipping seems to me to be an overlooked area of Acumatica, and I’m not sure why others have not come across this issue.In summary: We are getting inaccurate shop for rates prices when switching a package in the shipmentThis is our box setup, I will demonstrate using a USPS flat rate boxBOX017 = Small Flat Rate Box We add the package (box017) in the shipment and attach a weight of 2 lbswhen I shop for rates I get a return price of $7.79. The actual price for a small flat rate USPS box is $7.90In order to get the correct price to show up, I have to close the window and re-open the shipment. If for whatever reason I want to change the box (ex. the large flat rate Box014) and the weight to 3 pounds, the shop for rates screen is frozen to the previous dimensions when I edit the package. Once again, I need to save the document, close the shipment, and re-open to get the correct pricing. Seems like this glitch makes us prone to inaccurate price quotes.

3 years ago

francoisroux96Freshman II

asked in Distribution

Show results for Inventory Transaction History when Inventory ID is empty

Hi, Is it possible to to get the results from the inventory transaction history for all inventory items instead of only one? I made the Inventory ID field “not required” but then no data is showed.

3 years ago

jesusetable50

asked in Develop Customizations

How to duplicate an existing screen (Customer Contracts) to a new screen (Vendor Contracts)

Good Day,This is my first time to post here in the site, please bear with me. :)One of the requirements of our project is to duplicate an existing screen (Customer Contracts) into a new screen (Vendor Contracts) imitating the existing screen. I already saw one approach that the asp files can be copied and renamed but that is possible only for the ASP files.Could this be possible? If so, are there other things to consider (graphs, DACs of the existing screen to be duplicated as well?) Are there other ways to achieve this?I'm still new to acumatica btw. Any responses are very much appreciated.Thanks and stay safe.

2 years ago

erinJr Varsity II

asked in Everything Else

Financial P&L figure show in DashBoard

Hi Anyone know that we can link the below P&L in financial report page to Dashboard , which mean we can view the below information in dashboard through a link or other method?

2 years ago

guintojoeyjayFreshman I

asked in Distribution

How to Add Shipment Ref # on my Invoice Summary

Hi, Everyone. Newbie here. Can someone pls help me how to add the Shipment Ref # on my Invoice Summary pls. Thank you,Jay

3 years ago

retha50Freshman II

asked in Financials

Access rights to view file attachments created in a company that has restriction rights

I am experiencing challenges with Access right to company documentation.We have a 3 step processStep 1 - Receive supplier invoice for expense in Company A, Create AP InvoiceStep 2 - Create ARInvoice for the on charge to my sister company, create in Company A. ARInvoice is based on AP Invoice line detailsStep 3 - Generate the APInvoice, use Generate Intercompany Documents [AP503500] Process, from the ARInvoice - APInvoice in Company BMy challenge and I hope you can assist, I need to view the PDF/file attachment for the expense received from the APInvoice that is Step 1 on Inter company Process.The challenge is that the user in company B does not have access to the Company Access Role (company A) & hence cannot view the Supplier Invoice.We are on Acumatica 20.208.0031. Row level security for Vendor Access is activeWe do not want to give the user access to the Company Access Role. How can the access rights be adapted to be able to view the Supplier invoice that was created in a diff

3 years ago

erinJr Varsity II

asked in Everything Else

Dashboard - Net Profit and Net Profit Margin % Information

Hi I understand that we need to create Generic Inquiry for the above in order to add the Net Profit and Net profit Margin % in the Dashboard.Not sure who can give me a guide that how to create the generic inquiry for this matter?Is there any simple and straight forward method to add in the Net Profit /Net Profit Margin % in Dashboard except created GI? Thank you and hope to some guidance from you all soon.

3 years ago

dougmcbride79Semi-Pro I

asked in Low Code | No Code Customizations or Integrations

Connector to / Integration with Constant Contact or MailChimp (or other)

Is there an prebuilt integration with / connector to Constant Contact or Mail Chimp?

1 year ago

erinJr Varsity II

posted in Financials

DB Cash by Period

Hi Not sure anyone know the reason that why only show the few of the bank instead of all the bank info?We should have 7 bank accounts but not sure why the current period balances is only showing 4 bank account? who can advise?

3 years ago

eddiedacoVarsity I

asked in Develop Customizations

problem assigning default values to datetime and combobox

Hello, good afternoon. I have a tab "summary" that contains fields of type date and I assign the default value (today) as well as in my header but the values do not appear. For confidentiality reasons I cannot show all the fields on the screen in the corresponding fields (DAC) of my header and summary (detail DAC) I used: [PXDefault(typeof(AccessInfo.businessDate))]but only works in the header date field (not in summary tab as you can see in the image above) the screen is a customizationcan you help me please? thanks

2 years ago

erinJr Varsity II

asked in Distribution

Dashboard issue - error message for Data table

Hi May i know what is the problem pop up the error message below when i create dashboard - Data table

3 years ago

matt hossFreshman II

asked in Import and Export Scenarios

Credit Memo Import with Application to Invoice

I have been able to create an import scenario to save credit memos, but I cannot apply the credit memo to an invoice.I get a message“An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system.”even through I am able to apply other credit memos to that invoice.Any ideas?

25 days ago

vzelenko87

asked in Configuration and Installation

Missing Sales Demo for Build 21.108.0032

Hello!Does anyone know when would Sales Demo for Build 21.108.0032 be available for the download? Thank you!

2 years ago

MichaelhSemi-Pro II

asked in Distribution

Block Items not allocated to the PO Vendor

Every Purchase Order requires a Vendor. Every Item has a Vendor attached to it. How do I tell a PO to only allow line items who are set for the vendor on the PO? Example: I am buying from Bob on a PO, but Acumatica lets me try to buy an item that is only sold by Frank. If a PO is for Bob, why can’t the item selector only show me items buyable from Bob? I don’t care about the things I can buy from Frank. This would also help ensure that the vendors are attached properly (like Bob sells Milk, but I don’t see Milk on my list, so I know something is off on the item). Hopefully this is a toggle somewhere I’m missing.

2 years ago

MalgorzataFreshman II

asked in Distribution

Kit/Product Configurator items - partial returns

Hello,My Client is selling sets and has a requirement about partial return process (f.ex. 1ea set consists of 3ea components and only 1ea of them is being returned).I haven’t seen that option neither for kits nor product configurable items out-of-the-box but maybe somebody has some more experience in that matter and could help me out with some tips.Thank you in advance.

3 years ago

mattsylvia22Freshman I

posted in Payroll

Payroll Timeclock integration

Has anyone found an add on that integrates with Acumatica payroll that allows for timeclock functionanlity (mobile or punch clock) and also allows for PTO requests, The only add-ons in the marketplace seem to be for project tracking or a full HRMS platform. The native time entry for Acumatica mobile wants the user to put in the time start and then the hours. That won’t work for them. They need employees to punch in and out and have those show in the timecard with the system doing the match.

1 year ago

jvinski71Freshman I

asked in Distribution

Notes on Line Items in Sales Order on Mobie

How can we put notes on specific line items on a Sales Order in the Mobile App?

2 years ago

jvinski71Freshman I

asked in Distribution

Signature on a PO

How do we get a signature on a PO, based on who the buyer is at Britton when sending PO to vendor?

1 year ago

jvinski71Freshman I

asked in Distribution

Splitting PO initiated from Sales Order between 2 vendors

When placing a purchase order initiated from a Sales Order, we are unable to split the order between 2 different vendors. Same issue if a PO was sent to 1 vendor and the vendor tells us he cannot fulfill the full order, we are unable to place the remaining qty to a different vendor

3 years ago

jvinski71Freshman I

asked in Distribution

Correct a purchase receipt once released

Is there a way to correct a Purchase receipt when it has been released? What if there was a typo, how can we adjust the quantities received?

3 years ago

xkylewrightxSemi-Pro I

asked in Import and Export Scenarios

Best way to export to external system

Hello--I am very new to Acumatica, and am looking for advise on the best way to export records to an external system. Lets use the example of Customer data. I would like to export an XML containing every customer field of every record, and do this every time a record is added or updated to the Customer screen.Export scenarios - This works, and exports the data I would like, however I cannot figure out how to trigger this upon record update/creation, only on a schedule. Further, I cannot figure out how to export this file without manually downloading it and moving it to my external system. Sending this data via HTTP POST request would be better, for instance. Business Events - This can be triggered via record update/creation, but I cannot add an export scenario as a subscriber, only an import scenario. Like i said, I am very new here, so any direction at all would be greatly appreciated.

2 years ago

MichaelhSemi-Pro II

asked in Develop Customizations

Check for data types

How do I check for a data type in the generic inquiry screen? Like iif( ISNUMBER([FIELD]), True Path, False Path)I have an Inventory Item Attribute that USUALLY holds an integer value. I wish to do math on this value when it is an integer, but when it is a text string it crashes the report. If I could do some kind of error checking like in Excel, I can force this to work by using IIF to ignore non-integer values.

3 years ago

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