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10000 Topics
H
Varsity I
harshitasethia74Varsity I
asked in Everything Else
Accessing data in report

Hello all,I have a time activity report with which if I log in as admin I am able to see all the records for a particular project but if I log in as the PM then some of the data is hidden. Are there any suggestions on this that I could apply?Thanks in advance.

192
dcomerford
Captain II
A
Freshman I
ashrivastava42Freshman I
asked in Develop Customizations
Call Acumatica endpoint by client application

I have scenario in my application to call Acumatica endpoints by the client side script(JQUERY) , getting error of CORS policy like ‘origin been blocked by CORS policy: Response to preflight request doesn't pass access control check: Redirect is not allowed for a preflight request’, but I am able to call Acumatica token API, to get access token, I am sharing code below--------------------------------Get access token----------------------------function CallTokenAPI(){      $.ajax({        url : 'https:/{Acumatica Instance}/identity/connect/token',            type : 'POST',                contentType: 'application/x-www-form-urlencoded',                data : {                "grant_type": "password",                "username": "XXXXXXX",                "password": "XXXXXXX",                "scope": "api",                "client_id": "XXXXXX@Company"                "client_secret": "XXXXXXXXXX"        },                        success : function(data){             localStorage.setItem('t

170
A
Freshman I
A
Freshman I
ashrivastava42Freshman I
asked in Develop Customizations
Need to add button on header near Notes button

I want to add a button on top header of screen near to “Notes” button like in share image I draw “My Button”, so that this button will be available to all the pages and its click event handle in a graph.  

414
A
Freshman I
Tony Lanzer
Semi-Pro III
Tony LanzerSemi-Pro III
posted in Develop Integrations with Web Services | APIs
REST API examples collection

I ran into this collection of Postman REST API examples today for Acumatica that contains examples from the Help site's integration guide:  REST API Request Examples for PostmanEnjoy!

371
K
Acumatica Employee
R
Freshman I
retrosFreshman I
asked in Develop Customizations
Add new column AP Bills and Adjustment (AP301000) to the Transaction Details grid

I need help to add a new column in the AP301000 Transaction Details grid. Column Name: PCV Number  

442
H
Varsity I
C
cporrazzo
posted in Everything Else
Restrict Search Bar Transactions and Profiles Results

Currently all our users can access any Bill/Adj. and Cash Purchase/Return by searching and opening results from the Transactions and Profiles tab of the search bar. This includes transactions that they are not able to view on the Payables screens because of their user role. We do not want to disable the search bar for everyone because our admin users use it regularly. Using Row Level Security to restrict access to certain vendors for certain users would be both hard to manage and would not always prevent users from accessing transactions that are not their own or those of people below them in the company tree. We would like the search bar transaction results to match what users have access to on other screens. 

151
nhatnghetinh
Captain II
T
Freshman II
tuan755Freshman II
asked in Develop Customizations
Cannot find 'CRPMTimeActivity' table in database

I want to join the tables together to have the following information: Customer | Project | Type Activities 1 customer can have multiple projects, and 1 project can have multiple activities. Activities are associated with both Customer and Project.  That means my table Activities must contain 2 primary keys, the customer ID and the project ID.  I found the CRPMTimeActivity DAG table that meets the conditions, but I can only see it in the generic inquiry and not in the database.The report I constructed is based on a complex logic involving three tables: Activity, Project (PMProject), and BAccount, so I need to process data in SQL Server before uploading it into Acumatica to create a new DAC. I just saw CRActivity, but in this one, I didn’t have a Project ID, so it caused duplication when I tried to join the project table (PMProject) with CRActivity. Because CRActivity has no ProjectID (ContractID).  Does it have any other name to call in the database or what can I do or will you update i

885
T
Freshman II
J
Semi-Pro II
jzhuSemi-Pro II
asked in Reports and Generic Inquires
Error occurs when moving fields or using filters: Object Reference Not Set to an Instance of an Object

Hi Community!I have been receiving the below error message on a Generic Inquiry anytime I try moving fields, using column configuration, and using any filters.I tried troubleshooting by checking each relationship and making sure I am linking correctly. I do have a sub GI used in this Main one. Anytime I remove the relationship with the sub GI, there is no issue. But when I link it, the issue persists.Any ideas on how I should be joining these two tables?Here is how I joined my Sub GIKitComponentItem is my Sub GI​​​​​​These are my joins on the Sub GI:  Please let me know if you have any suggestions!! Thanks! 

355
Chris Hackett
Community Manager
M
Varsity I
mnecaiseVarsity I
asked in Construction
Receiving "Task Type is Not Valid" error for Admin, but lower-level permissions can proceed as normal.

Early last week, we started receiving the following error message when adding revenue lines to a new project. Here’s where it gets weird. We have a lower-level permissions set for the majority of the users that create new projects and enter the revenue lines, they are still able to do this without receiving the error. The error is only being received on the higher-level roles, including Admin., and it is only happening when creating the first line. If we have someone with the lower-level permissions go in and create the first line, the higher-level role can then go in and add any remaining revenue lines. Any ideas what could be causing this and how to fix? We have already cleared our browser history/cache, and tried utilizing several different browsers, each providing the same result. We are on 24R2.

444
M
Varsity I
K
Freshman II
kkrausFreshman II
asked in Develop Integrations with Web Services | APIs
Is it possible to have UPS Integrated Shipping give return labels for Ground regardless of the original orders ship via code?

For example if I were to create a shipment for UPS Express or Two Day Air, the return label would be UPS ground regardless? Is this something that is possible to do?

606
Chris Hackett
Community Manager
A
Freshman I
anupusefulbiFreshman I
asked in Develop Customizations
Multiple Parallel (concurrent) operations

I have OrderQty, totalConsumedQty, and MaximumOrderQty. Orders are being placed in parallel. Each order reads the current totalConsumedQty, adds its OrderQty, and checks if it exceeds MaximumOrderQty. When multiple orders are placed at exactly the same time, they all see the same original value of totalConsumedQty, and each thinks it’s safe to place the order. Result: totalConsumedQty is exceeded because updates are not aware of each other. Updating totalConsumedQty is happens while Saving, It is required

434
Chris Hackett
Community Manager
sroberts29
Freshman II
sroberts29Freshman II
asked in Financials
Project Accountant Access role

How can you see what the Project Accountant role actually provides access to?We would like to allow some users to use the ‘Reclassify Bill’ feature in AP, without giving them the ability to post costs to closed Projects.

938
sroberts29
Freshman II
K
Freshman II
kapilc79Freshman II
asked in Financials
While Importing Credit memo with Invoices getting an error - Payment and Cash account can not be empty"

As Payment method and Cash account not required in Credit memo. If added that, its crating Payment record.   

343
Chris Hackett
Community Manager
R
Captain I
raphrfCaptain I
asked in Reports and Generic Inquires
Duplicate key in PMHISTORY

Hi,Is it normal to have twice row with the same keys combination?Do I miss something?Thanks 

497
Chris Hackett
Community Manager
T
Varsity I
travislawson
asked in Reports and Generic Inquires
Proper usage of "IN" and Belongs To in Report Designer

 Has anyone used IN or BelongsTo?  I’ve tried both in this format and returning no results.     

353
Chris Hackett
Community Manager
L
Varsity II
lairdtimVarsity II
asked in System Health and Performance
Monitoring System Queues

We’ve had issues lately with Business Events firing late (10-15 minutes delayed).  I’ve been told to look at the System Queue Monitor screen to see what’s going on, but this shows me almost nothing.  I have the three queues at the top (Push, Business Event, Commerce).  The bottom panel shows nothing.  Initially I didn’t have the Log Trigger Details checkbox checked, but that is checked now (with the “Keep Stats” field set to 2 days) and I’ve since restarted the system as well--still nothing shows up.We do have a processing node, but I don’t see anything useful in this screen on either that or the user node.We are SaaS; do I also need to have Acumatica enable anything on the server side?

423
L
Varsity II
Michaelh
Semi-Pro III
MichaelhSemi-Pro III
asked in Distribution
Adjustments using the Wrong inventory Account

I have a stock item in a warehosue that is dead. This item has a negative position, I just need it to go away, everything is under Account 1260. I thought I could just adjust in the missing inventory and dollars to get a net zero permission.The item has the following Account:  The posting class has the following Account:  I made the adjustment for the negative units and costing, but it’s going to account 1120, not 1260 as specified above. Is there another place overriding this account that I’m missing?Batch info below showing the erroneous 1120 post from the adjustment:   Thank you for helping me dig into this!!!!

6011
Michaelh
Semi-Pro III
B
Freshman I
benkleyla80Freshman I
asked in Reports and Generic Inquires
Using Project Attribute Fields to Calculate PO Balances

 Hello,Is it possible to use project attribute fields to calculate our project purchase order (PO) balances? I’m trying to sum the ORIGINPO and COPO attributes in one GI column. In a separate column, I attempted to subtract this sum from the project billed amount. However, I received an error stating:“The virtual field originpo_attributes cannot be used in a condition expression.”  Is there another method I should use to achieve this?    

252
Chris Hackett
Community Manager
M
Freshman II
MDEVERILLFreshman II
asked in Reports and Generic Inquires
Filter Internal Hyperlink

We have modified the Project WIP Detail Report to 1. be less information and 2. to have the Period Costs linked to the Project Transaction Details page that when clicked on, will bring up the transactions associated with the Cost Code. However, it does not filter them the same period as the report and instead, just provides us with all the transactions within that cost code. Is there a way to add a filter within Report Designer to make it so this hyperlink shows only the transactions that are being referenced in the report for the period selected?Thanks! 

428
M
Freshman II
R
Varsity III
rodrigocid34Varsity III
asked in Distribution
?it’s possible to assign the location bin that was used in the original invoice in a RMA process

Hi, A customer wants to receive in a RMA order the items using the location defined in the original invoice. Does it possible?a workaround I was considering is to use the location of the invoice that appears when user selects ADD IMVOICE in the RMA order, but I’m struggling with a way to send that information to the shipment, any ideas? thanks! 

413
Chris Hackett
Community Manager
R
Freshman I
rmlounsburyFreshman I
asked in Configuration and Installation
Locking Down Credit Release on SO

I’m not sure if it just isn’t possible or if I’m doing something wrong. I’ve read through documentation and other posts on the forum but I can’t get my requirement to work. I’ve configured the setting for the role from the Access Rights by Screen and validated it under Access Rights by User:Screen shot of access rights by user demonstrating the remove credit hold function has been removed.The user “testorder” only belongs to this role which allows access to sales order functionality but revokes the remove credit hold function. But logging in as testorder I can still release any credit held order with the button.

343
Chris Hackett
Community Manager
B
Freshman I
bkanepolymemFreshman I
asked in Configuration and Installation
Exchange Integration

So it appears we have to create a fully licensed user in order to add an email account to Acumatica.  This seems to be a bit of a problem for us because who is going to manage the accounts password and MFA codes.  Especially the MFA codes.  I assume at some point Acumatica is going to lose authentication with the email account and want to authenticate again.  Who gets the MFA code? We were told that it should be an administrator, but what if that’s only one person? What if that person is sick or on vacation.  To me the right thing to do is to create a NoReply email and use a connector in exchange.  What are the rest of you doing?  IDK, the way Acumatica is doing this is weird to me.  I’ve never seen any of my other systems do it this way.

813
Chris Hackett
Community Manager
K
Freshman II
kcaldapaiFreshman II
asked in Reports and Generic Inquires
OData with parameters on URL

I’m kind of lost on how to use OData with parameters on url using postman. Hoping someone could help me to make this work?​​​​Thank you

1165
Chris Hackett
Community Manager
claudematherne24
Varsity I
claudematherne24Varsity I
asked in Reports and Generic Inquires
Getting Inventory CD to show in Mobile App

I’ve made a GI that is using the INLocationStatus table.  It is not joined to any other tables.  The GI returns the Location ID, Inventory ID, Inventory Description, QtyOnHand and QtyAvail.  I have this GI exposed to the Mobile Applicaiton. When I look at the GI on the desktop, I see the following:When I look at the GI in the mobile app, I see the following:In the mobile app, I am not getting the numeric value of the Inventory ID.  I can’t figure out why I am not getting the expected results. Any ideas?  Anyone else see this issue?

316
Chris Hackett
Community Manager
S
Varsity I
SBaldwinVarsity I
asked in Financials
Subaccounts and Purchase Orders

I turned on subaccounts today and now it sees like employees can’t create purchase orders. I wish I had an example of the error I just know that when I disabled subaccounts it fixed the issue. I don’t get that error in my test tenant but I’m wondering if it is because the purchase order was already partially created?Has anyone have experience with this? I know it’s a very vauge problem I apologize.

404
Chris Hackett
Community Manager

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