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LCallahanFreshman I

asked in CRM

SendGrid and Acumatica Unsubscribe from email Issue

Hello, We use Acumatica to send the emails and SendGrid to design and track. The issue we have is that the unsubscribe feature doesn’t seem to work when the template is imported into Acumatica. Is there a way to fix this issue in either SendGrid or Acumatica?

6 days ago

erayFreshman I

asked in Construction

Payroll - Reverse a voided check

Can you change the status of a payroll check you accidentally voided?

6 days ago

stephenward03Varsity I

asked in Develop Customizations

Base.SelectTimeStamp() not working

...or perhaps I’m not using it properly. I’m experimenting with TimeStamp to understand Acumatica’s locking better.I’ve created the following code, a simple button call the press save.public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>{ public static bool IsActive() => true; public PXAction<SOOrder> CheatSave; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Cheat Save")] protected void cheatSave() { var a = Base.TimeStamp; Base.SelectTimeStamp(); var b = Base.TimeStamp; Base.Actions.PressSave(); }}The button appears on the main menu. When I go to an existing order, update the Description and press ‘CHEAT SAVE’ it works, the change is saved.If I go to an existing order, update the Description, then update the description in SQL (using update SOOrder set OrderDesc = 'Z' where OrderNbr = 'SO023847'), and press ‘CHEAT SAVE’ I get the following message. “Error: Another process has updated the 'SOOrder' record. Your changes will be

6 days ago

ghyslainephilieFreshman I

asked in Financials

How to apply administrative fees on a progress billing project

We have projects where we charge professional fees at an hourly rate and others that are billed on a flat rate basis.We are in the process of configuring an administration fee applicable to professional fees. For hourly rate projects we added an administration fee percentage directly in the billing rule calculation formula, and it works.On the other hand, we cannot do the same for fixed-price projects, the billing rule doesn’t allow access to the calculation formula. Is there another way to apply an administration fee to progress billing?

6 days ago

raphrfSemi-Pro III

asked in Construction

Progress Billing Base - Confusing

it have the same column in tab Task of Project(PM301000) and Revenue Budget, but they aren’t matched.I see the help said that this column for Revenue Budget have this behavior:I see the help said that this column for Task have this behavior:Is it me or it’s hard to understand which wins or in which order we need to use them?Thanks

6 days ago

DelFreshman I

asked in Distribution

Bypass Package Confirm on 2024R1

We have just upgraded from 2023R1 to 2024R1.When shipping an order in 2023R1 we followed this process while in the @Pack mode.Scan the Shipment Number Scan the Container Size Scan the barcode for each item Scan the Confirm Shipment The shipping label printed.In 2024R1 we are now having to use the following processScan the Shipment Number Scan the Container Size Scan the barcode for each item Scan Confirm Package Scan or click OK Scan the Confirm Shipment The shipping label printed.Is there a setting or way to bypass the Confirm Package and OK scans?While it only two extra steps it does add time and when shipping a large number of packages that time adds up and could lead to orders not being shipped in time.Thank you!

6 days ago

kkeating24Freshman I

asked in Retail

Go-Live Existing Ecom Store

Hey folks,Question when going-live and transitioning to Acumatica. I was testing a few scenarios where I have Shopify orders that are fulfilled/pending payment (not archived). These orders will be associated to a legacy system order that was already shipped and invoiced. On conversion we will bring over inventory/qoh and our GL balances, including any open AR.In my test I found the following: It looks like it bring this order over with an open qty that needs to be fulfilled, the SO In ‘open’ status. Since our beginning inventory and AR will already account for this, what is the protocol here to make sure we do not relieve inventory of another product (since it has already shipped in legacy). When the payment is received in Shopify it will close and ARCHIVE the order, however it does seem to still bring the payment in, but it brings it in as a prepayment (is this because the SO hasn’t ‘shipped’ in ACU?). What is the overall experience, should we specifically ‘skip’ these legacy

6 days ago

jrotaru69Freshman I

asked in Distribution

2024 R2 breakout sessions

I listened to the Virtual launch event for 2024 R2 yesterday (10/2/24). I attended one of the breakout sessions and was informed that the other breakout sessions were being recorded and would be made available. How do I get those?

6 days ago

ltussing03Captain II

asked in Reports and Generic Inquires

Identify any stock item where the QTY available has changed

Hello,We are trying to identify stock items where the QTY available has changed since xx/xx/xxxx date. This would be run periodically to support something they are attempting to do. I thought InSiteStatus was the ticket, but they did an inventory receipt (it was released) and the date indicated did not change. Any suggestions on how I can get the date the available QTY of a stock item has changed.

6 days ago

LungileNjakazi37Freshman II

asked in Financials

Consolidation -Journal transaction out of balance

I have imported transactions from multiple tenants. Unfortunately there are about 8 batches that are out of balance. I do not understand why they are out of balance. I would appreciate assistance on this: Does nayone have any ideas on this?

6 days ago

LungileNjakazi37Freshman II

asked in Develop Customizations

ERROR (HTTP STATUS CODE = FORBIDDEN) WHEN ATTEMPTING TO SYNCHRONIZE ON CONSOLIDATION SCREEN

H Everyone.i setup a consolidation tenant to consolidate 5 tenants. I was able to synchronize with 4 tenants. The 5th one throws this error. This occurs when I try to synchronize this tenant LIST OF TENANTSERROR WHEN I SYNCHRONIZE

7 days ago

MSwanson86Freshman I

asked in Distribution

Movement Classes vs ABC Codes

Is there a reason to use Movement Classes with ABC Codes when setting up inventory counts? Or do you use one or the other?

7 days ago

IvanVarsity I

asked in ISV Solutions

Acumatica Web Service Endpoint version for 2024R2

Hi, What’s endpoint version for Acumatica 2024R2, is it 23.200.001 ?

7 days ago

travislawson

asked in Everything Else

Purpose of Customer Class GL accounts

What might be the purpose of having GL accounts on the Customer Class? The fields aren’t required and seems redundant. The posting class settings seem to override them anyway, and the options for posting class usage is limited to posting class, inventory item and warehouse.

7 days ago

michaelharmon5268571Freshman I

asked in Everything Else

Deleted Shipments

deleted shipments are populating back up in acumatica we currently use shiphawk but were originally deleted in acumatica how to fix

7 days ago

dgrimardFreshman I

asked in Construction

Printing multiple Sub Contracts related to one project

I need to print all subcontracts related to one project for an external auditor. I tried to enable mass actions into a generic inquiry to be able to print all sub contracts related to the specific projet. Unfortunately, it always print only the first sub contract. Even if I select all and select print all, there is only the first printing. I have over 200 subcontracts to print so going one by one is time consuming. Anyone can help me with this issue?

7 days ago

jzhuJr Varsity II

asked in Everything Else

Can a case be reopened if it is rejected?

Hello! Can a case be re-opened if its status is rejected? All of the actions are greyed out here because the case status is “reject.”

7 days ago

Chris HackettAcumatica Community Manager

posted in Community site discussions

Aleks Iwan - Acumatica Community Featured Member for September 2024

Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan!Here is a little bit about Aleks:A quick backstory to me, I am 20, and my daughter turned 2 in April, safe to say I am a young dad. My fiancé and I are saving to buy a house and get married. We love walks in the countryside, beaches, and most adventurous out of all of those, cliff jumping.I started my first job out of sixth form, I believe this is the equivalent to the last two years before college/university for America, an apprenticeship with the company I work for back in October 2022. They had already been slowly bringing Acumatica in however we had not gone live yet. In April 2023, we went live and that is when my involvement with Acumatica started to skyrocket. I became the superuser for my department and organized and delivered training sessions for my team.Slowly over time, the scope of my involvement with Acumatica widened, becoming the m

7 days ago

EvanGVarsity I

asked in Import and Export Scenarios

Import Scenario Creates One Order instead of Multiple Orders

Good day,I could use some assistance with the review the attached Import Scenario; it worked before we upgraded to 2022R1. The scenario creates the sale order. However it creates only one order with all the items in it rather than create a separate order. The file has 55 orders. When I tested it created one big order. I can figure out what changed after we upgraded.Have a nice day.@Evan G

7 days ago

Bree612Jr Varsity II

asked in Distribution

Item Alias

Hi,looking for a way to automatically substitute on old Inventory ID with the new one when adding items to a Sales Order. We can use the Related Items to either suggest or require the change to the new item but, we’d like to be able to enter the old sku and have the system automatically change it to the new sku Similar to how the Customer Part number works on a Sales Order but, without the requirement to add the Alternate Id for every customer in the system.

7 days ago

malinthawarnakulasooriya08Semi-Pro I

asked in Develop Customizations

Data Corruption Error Related to SOOrder.openLineCntr During PO Receipt Processing in Customization

I declared a method in the SOOrderEntry graph as follows.public void UpdateSalesOrder(PXCache cache, PXFieldUpdatedEventArgs e, string blanketOrderNumber = null){ PXTrace.WriteError("Field_updated"); // Tenant selection if (PX.Data.Update.PXInstanceHelper.CurrentCompany == 3) { // Determine the appropriate SOOrder row SOOrder row = null; if (!string.IsNullOrEmpty(blanketOrderNumber)) { // Fetch the specific SOOrder record matching the blanketOrderNumber row = PXSelect<SOOrder, Where<SOOrder.orderType, Equal<Required<SOOrder.orderType>>, And<SOOrder.orderNbr, Equal<Required<SOOrder.orderNbr>>>>> .Select(cache.Graph, "BL", blanketOrderNumber); if (row == null) { PXTrace.WriteError($"No SOOrder found with OrderNbr: {blanketOrderNumber} and OrderType: BL.");

7 days ago

yashodhalakshini85Freshman I

asked in Financials

Consolidation of Financial Statements in Acumatica

Hi Team,We have a scenario regarding the consolidations of the financial statements. Appreciate if you could give your opinion regarding the scenario. There is a group of companies that contain 10 separate legal entities within the group. And the requirement from the client is to have separate financial statements for those legal entities and at the end of the month or any specific period of time, all the financial statements need to be consolidated. Also, the client needs to maintain 10 separate charts of account structures within the system. I already know we can have only one chart of account structure for all the companies within the system but i need to know whether if there is any workaround for that. An example for the consolidation scenario is as follows. Company A has an account for record debtors as "Trade Receivable A" and then company B has an account for record debtors as "Trade Receivable B". At the end of the period, we need to consolidate these two A and B accounts int

7 days ago

rjean09Semi-Pro III

asked in Develop Customizations

Select MatrixInventoryItem with BQL

I’m trying to select MatrixInventoryItem record inside a static process. I have the corresponding InventoryItem which I thought I could just cast as MatrixInventoryItem but was not able to. I have this for my BQL:MatrixInventoryItem matrixItem = PXSelect<MatrixInventoryItem, Where<MatrixInventoryItem.inventoryID, Equal<Required<MatrixInventoryItem.inventoryID>>>> .Select(itemGraph, item.InventoryID);If I debug this I see that item.InventoryID does have a value.In SQL profiler, I’m seeing this WHERE clause which returns no rows:FROM [InventoryItem] [MatrixInventoryItem]WHERE ( [MatrixInventoryItem].[CompanyID] = 2) AND [MatrixInventoryItem].[DeletedDatabaseRecord] = 0 AND (NULL = @P0) OPTION(OPTIMIZE FOR UNKNOWN)',N'@P0 int',@P0=675But expecting this, which does return the row I need:FROM [InventoryItem] [MatrixInventoryItem]WHERE ( [MatrixInventoryItem].[CompanyID] = 2) AND [MatrixInventoryItem].[DeletedDatabaseRecord] = 0 AND ([MatrixInventoryItem].[

7 days ago

StuFreshman I

asked in Develop Integrations with Web Services | APIs

Return report as from customisation via rest api

Hi allPerhaps a case of running before I’m walking here and quite probably missed some step in the docs/examples. So what I’ve done is develop a customization which I intend to build an extension library from. In this customization I created a report (This report is kind of like a Purchase Order). Now what I want to do is to via a rest service call where I pass in a record id, download this report as a pdf.In the customization I think I’ve got the method sorted to generate the pdf document, but I can’t figure out how to wire up a service endpoint to trigger this method and return the pdf. Are there any examples around I should be looking at? Or advise on how to do this?

7 days ago

malinthawarnakulasooriya08Semi-Pro I

asked in Develop Customizations

How to Detect Updates to the Shipped Quantity Field on a Blanket Sales Order After POReceipt Release

I’m first creating a blanket sales order. Then, I create some child orders by splitting the quantity of the blanket order. After selecting one child sales order, I continue the process. During this process, after releasing the relevant POReceipt for that sales order, the 'Shipped Quantity' field of the parent blanket order gets updated. I want to capture this update.I tried using a SOLine_ShippedQty_FieldUpdated event handler in the SOOrderEntry graph, but it is not being triggered. Please check the below screen shot. Please let me know how I can detect when the 'Shipped Quantity' field is being updated.Qty.On Shipments(ShippedQty)protected void SOLine_ShippedQty_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e){ PXTrace.WriteInformation("SOLine_ShippedQty_FieldUpdated triggered");}

7 days ago

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