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I need to fill data in View 1 times when page is open. Not to reload it multiple time

In the current Shopify connector, it doesn’t support the custom mapping in the Entity mapping screen for the Refund entity, but if you want to have some custom mappings in the Refund order, you can do it in the customization project. In this topic, I want to share how to create a custom mapping in Shopify refund entity through the customization package. You can make a mapping to the original field or custom field. I tested it in 2023R2 and it works well. Create a new customization project Create a new code file, and extend the Graph from SPRefundsProcessor.     Override the method CreateRefundOrders    

Hello,Created some custom boolean fields, but they are not displaying as checkboxes in the sales order, despite the control type being checkbox…. They are showing as text edit fields, then if you put anything in there they change to 'true'

I have added a field called ‘Production Order No.’ which is meant to pull the production order number for the given line in Inventory Lot/ Serial History screen without having to click on reference number → go to manufacturing tab on issues screen → view production number. Field Production Order No. in Inventory Lot/ Serial History ScreenManufacturing Tab of Issues ScreenAccess Production Order NumberI have added the code however it pulls incorrect details for some inventory SKUs.

Hi all - I'm only new here and to the product.  Just hoping I could get some assistance with this.We have several filters for different things in our Invoice/Memo and Bills/Adjustment areas.  Just wondering is there a way we can get a total to that filter - screenshot below.  Thanks heaps.  

We are looking to restrict visibility to non project invoices.Looking for best practice on how to accomplish this as we are just rolling out Acumatica. Since the default “X” allows anyone to see the transactions we were looking at creating an “SG&A” project and restricting that project to only accounting / executives. Thinking we’d then have to put all our SG&A GL accounts into an account group.  But would there be a way to limit that account group to only be valid for this specific project? Maybe some sort of restriction group? Thanks!    

When assembling stock kits using items that have lots assigned, is there a way to more efficiently do the lot assignment? Currently it seems like you have to go into the line details tab for every single item in the kit. We have some kits that may contain over 50 different items, all lot tracked. It is exceptionally tedious to have to click into line details for every single item to enter the lot.I understand that Acumatica is designed so that you could use multiple lots for an item where you have multiples of the item in the kit, so you can’t have the lot assignment field on the main kit assembly page. There is also no upload button on this page for doing the assignment more efficiently in a spreadsheet and uploading.

Hi Everyone,I joined the Acumatica forum as a resource for my external Acumatica application extensions using REST and the ScriptBasic application web server. Any good links to REST interfacing would be appreciated. John Excuse typo in the title., 🙄

while creating formula in the formula master screen, qty in prod. volume unit and material type, qty. in prod. wt. unit, weight %, volume %-these fields are not auto filled. can someone help me how to fix this issue.

I modified our Historical Inventory report to get average consumption data for a group of periods.I’m having trouble with getting the correct averages. Here are the formulas I’m concerned with:=Sum(IsNull([ItemHistCurr.FinBegQty], [ItemHistLast.FinYtdQty])) Not getting the correct ending quantity. (See “4148.000”) =Sum(([ItemHistCurr.FinPtdQtyIssued] + [ItemHistCurr.FinPtdQtySales] + [ItemHistCurr.FinPtdQtyAssemblyOut] + [ItemHistCurr.FinPtdQtyTransferOut]) / Count([INItemSiteHistByPeriod.FinPeriodID] )) Not getting the correct average (See “1,019.7143”) =Count([INItemSiteHistByPeriod.FinPeriodID] ) Not correctly counting the periods (See “20.00”)  

hello all,I was wondering if its possible without customization to fetch the Sales A/c from the Employee record instead of hard coding it to replace (Account origin)? 

Paylocity offers customized reports that can be created and exported. Those reports can then be used in a import scenario to upload into Acumatica the needed payroll information.Looking to automate the process more, has anyone had success in API connection or using other systems like Celigo to get what is needed for payroll processing?

I’m trying to group in a GI by Lot/Serial Number for Stock Items, however, there are a few items without a serial number, and these are all being grouped together, despite being different lines (this is not a issue on Inventory Valuation for some reason.) Is there some way to do a conditional grouping? I tried =iif([InCostStatus.LotSerialNbr] <> ' ', [InCostStatus.LotSerialNbr], null) but the grouping happens even if the field is blank. Is there some way to do this?

Im facing a issue with community login with my laptop after logged out. Is there any issue with the login. After entering the user id and password system still refreshing to same login page.

Hi, I am using Acumatica 25R1enabled with SSO, so SharePoint user can able to login in Acumatica by click on ‘Active directory‘ on login screen and put their SSO credential. I am trying from my Acumatica Instance to call Graph API to get data from SharePoint of login user but not find any way to do.In the this code I can get the loin user name, but I am not able to get the access token of graph API to get data, please check this code and help me what I am missing var httpContext = HttpContext.Current;if(httpContext != null && httpContext.User.Identity.IsAuthenticated) {ClaimsPrincipal user = httpContext.User as ClaimsPrincipal;var accessTokenClaim = user?.FindFirst("access_token");                // Ensure this claim exists                if(accessTokenClaim != null) {                    return accessToken

Hi! For items with fifo costing, is there a way to see what the actual margin would be on a sales order? The margins on sales orders screen use average costing so it's not helpful for my client. Also, I'm looking at Inventory Summary report and same thing it provides the average. Does anyone know where to find the current fifo cost before the items have been issued/shipped?

Hi people,we are looking for a condition that works for both sites, main site and portal. This condition would restrict the access on portal by the user linked to the PMProject when it is a guest account.Something like this: I couldn’t find why it does not work for both.I can only make it work for one at each time. Thanks

HiIs there a way to change the login page of an Acumatica system please? I did navigate to Customization Project , created a project and then went to Customization Project Editor and selected Files, however I do not have the option to upload my own image onto the system and I think it is because the system isn't locally stored on my machine. How do I go about this?

       Hello,  we previously were using ItemCustSalesHist table to run some reports. This table is very useful. It has the sum up data with Item and Customers by each period. So we don’t have to count from the ARTran to reduce perfermance issue.     I don’t understand why this table is obsolete in 2024R2 or even earlier version .Is there a replacement for it?   I Know there is a ItemSalesHist table, but we need to group or exclude some customers.  So I need some data form like customer ,item ,sales qty (already counted) , period, something like this.    Can anyone help?

 I was discussing activities with a coworker and he mentioned that users should be able to enter TIME SPENT on an activity or task --  I see the fields on the form – but I could not figure out initially how to “update” or edit those fields. In the Tasks – it did not allow for it – can you confirm that the type of activity has to be a WORK ACTIVITY to allow for the time entry?        

I’m having trouble importing a group of new customers to Acumatica.  I’ve created a Data Provider for my Excel document with my customer info in it.  I’ve created an Import Scenario to import the data.  When I go to run the Import by Scenario (testing out running just the first 2 records) I get the error “2 items have not been processed successfully. View name: BAccount.”I’m at my wits end here and I’m sure there’s just something small I haven’t checked.  Can someone help me?  Here’s a screenshot of my error:I’m also attaching an .XML copy of my Import Scenario. 

Hello!I am trying to calculate Total Revenue and COGS in a Generic Inquiry. The goal is to match the values by financial period to the values on the P&L in financial reports. I looked at the source data for the P&L and saw that it’s summing the balance between 5000 and 5070 for COGS. My formula in the GI is: =IIf([Account.AccountCD] >= '5000' AND [Account.AccountCD] <= '5070', [GLHistory.CuryFinYtdBalance], 0). I am summing this field and grouping by financial period. I wasn’t getting the same Ending Balance Total (COGS) on my GI and P&L and found that it’s because my GI is missing two accounts: 5037 and 5060. Can anyone help me understand why the generic inquiry is not pulling all of the accounts between 5000 and 5070? I don’t have any conditions set that is preventing

I’m looking to access related items on stock items, however, I don’t see the option on the Stock Item. Is there some way to access this, or is this no longer an option in the 2024.1 version? 

Maybe I am missing something simple but is there any way to create a Vendor Invoice for the shipping cost from a SO Shipment? From 1 carrier we are invoiced for every shipment individually and would like to link the Shipment Vendor Invoice to be able to use it in the profitability calculation of the Sales Order.Most of our sales orders are either created with a flat rate shipping or free to our customer, we do not need to add the shipping cost to the Sales Order only create a Vendor Invoice for us to pay off of.