Discussion Forums

I have had some email accounts set up in the system for a while using OAuth with each email account using its own external application connecting the Acumatica instance to our Entra ID tenant. Soon we will need to set up business events to send email notifications out to users and so far they haven’t been sending the emails out. I’m not sure if it’s my email account configuration or my business event/automation schedule configuration. The only thing I’m not sure of that could be causing a problem on the email side is that I wasn’t sure if I needed to sign into the external applications using a 365 global admin account or a 365 user account and the same for signing into the email accounts.

Create Shipment import scenario was working in 23R1 but gets an error in 24R1. The error message is “Another process has added the 'SOShipmentCarrierData' record. Your changes will be lost.” The Add Order function works in the UI but I have tried everything to get an import scenario to work to no avail. Here is what my current scenario looks like: Any Ideas would be appreciated.

Hi Team,The issue is that they are trying to create a service order from schedule #FSC00036400. By using the following screen: 

Hello all,Is it possible to display all the projects irrespective of the statuses in the payments and applications form?

After pushing images from acumatica to Shopify, I deleted the image in shopify to test a re-sync. It failed to push out the image and gives me the following.   After that I can’t get the images to resynch correctly even with a full prepare and process. It there a way correct this? also how are others managing multiple images with matrix items and variants? 

When trying to hit the ‘+’ button on Vendors screen, a pop-up with following error message comes up:Error: [DiscTakenSubID] '00000 ' cannot be found in the system. Please verify whether you have proper access rights to this object.Don’t know what that means. If anybody knows anything about it, or anything similar, please reach out.Thanks

Hi all,I have searched high and low for this but cant seem to find an answer.Is it possible for a direct vendor return without the item returning back into our warehouseHere is the scenarioCustomer orders item, item is fault, vendor says they will pick it up from the customer, I will credit the customer and the vendor will credit meIt appears to me that I can only create a customer return to bring it back into stock and then a purchase return to send it back to the vendor so the item does look like it was returned to my warehouse at some point when it was not

hello, i'm trying to implement the authentication, i want to check the feasibility of connecting an angular client to acumatica if is possible i want to get solution.Best regards. 

Does anyone else do floorplan with their vendors?  For those unfamiliar with the term, we purchase equipment inventory from our primary vendors, and we do not pay for the inventory until either the inventory sells, or the vendor financing expires.We have a working solution, but we’re hoping to find other companies that are also doing it to compare notes.

We have multiple campaigns and discount codes running at any time, and we noticed that Acumatica can’t handle all the discount codes. Have have automatic and static types, all forms of types based on customer type and order method. Right now, most of the discount codes are only in BigCommerce since we can’t build them all in Acumatica. it has a 200 discount code limit. We have email, catalog, phone, fax, and online discount codes. Has anyone else run into a similar issue? How are you managing it? Software's, integrations, API, etc… Please let me know. We want to have a platform to manage this for reports too to manage whether the campaigns tied to the discount codes are efficient. Thanks!

I’m currently upgrading to 21r2. I have a business need for a warehouse restocking report. This is different than a replenishment or purchasing report.My goal is to make it so a warehouse picker never arrives at an empty Default Issue From location because it’s already been refilled by restocker. FIFO must be factored, when applicable.Consider an example Inventory ID `12345` that is Lot Tracked with a FIFO issue method. This item is stored in 4 different locations within a single warehouse:Location IDs for `12345`:——————PRIMARYPICK — Default Issue From location (this is where we pick from)STORAGE1 — Lot #3 (newest inventory)STORAGE2 — Lot #2 (older inventory)STORAGE3 — Lot #1 (oldest inventory)I need a report (or generic inquiry) to tell my restockers to refill the PRIMARYPICK for `12345` *before* the inventory runs out. It needs to di

After getting our hands on AP Documents from PDFs: Detail Mapping, we may have made some small progress with the OCR on our invoices.  However, we are stuck on one quirk. Regarding detail lines:When we are in the mapping mode, we can not select part of a column.  When we are NOT in mapping mode, we can select part of a column.  None of what we do manually (not mapping) is learned, so we are trying just mapping corrections to the invoices.  We have a great many vendors that combine the item and description in the same column with indentation, perhaps.  Having just caught that ONLY THE HEADER IS LEARNING, which is unreliable for us, should we forget this functionality until the AI is “more globally applied”?  I can not fathom how you AI half of a document/process.  I will also take suggestions as to how I pass that specific piece of information on, diplomatically.  😂I did upvote the request to complete the AI application to the entire process.

Hello,When we have migrated the fixed assets and when we run depreciation for the next first period, system will look at the asset from the acquisition date and calculate any over/under depreciation. Is there any way that we can depreciate asset from the migration date without doing over/under adjustment by the system for the fist period after migration? Simply system needs to run depreciation without considering over/under depreciation adjustments.Thank you,Dulanjana

Hello,We recently started using the Automation (Pick, Pack, and Ship) process in Acumatica. We’ve noticed that it automatically updates the inventory (Update IN) after the shipment is packed. At that point, the shipment record becomes locked, and we’re unable to make any changes if corrections are needed.Is there a setting in Acumatica to disable this automatic inventory update, or is this the system’s standard behavior once a shipment is processed through the automation workflow?Thank you in advance for your guidance. 

Hi Team,I modified the Purchase Order report by adding Terms and Conditions in the footer.The report is working, but when I set the localization to Canada, the modifications are not displayed. I want all modifications to be visible when the localization is set to Canada. Could you please assist me in resolving this issue?  

Hi, I was just wondering if it is possible to add conditional formatting on the P&L report, so for example, if the variance % between budget and amount is greater than 10%, I want the cell to be highlighted yellow. Is this possible?

We are finding inconsistent behaviour with the recognition of expenses receipts (24R2).Sometimes European dates are recognised other times not.But this question is about currency.  We are finding that all receipts are assigned the currency code of the company and that the currency symbol on the receipt is ignored.I would like to know if users in the US find that the expense recognition recognises the currency.  I assume that US employees will frequently have CAD or GBP expenses to claim.  ThanksJames 

Hi everyone,I'm currently setting up Authorize.Net sandbox integration in Acumatica (on a local demo environment), and I’m encountering the following error when testing credentials:AR Error: Credit card processing error. Processing Center Error: Exception: E00007: User authentication failed due to invalid authentication values. I followed the setup steps for the Authorize.Net API Plug-in under Processing Centers:All the values were copied directly from the API Credentials & Keys section in my Authorize.Net sandbox account (see screenshots below for reference).

I need the .exe build of Acumatica version 21.215.0016 to be used in my localhost. Where can I find it?It is not listed under https://builds.acumatica.com/

Attempting to use Acumatica’s low-code/no-code tools here. Is it possible to write a Generic Inquiry to show a list of customization projects and associated metadata?Additionally, is it possible to write an inquiry to see a list of custom reports and their metadata? The goal here is to use Acumatica’s out of the box tools to better capture “things to test” during an upgrade. It would be ideal if we could present these internally or externally in order to make the application more self-documenting.Another nice to have would be an inquiry showing what has been ‘ticked’ on the Enable/Disable features page. Any suggestions on gathering this metadata would be most welcome.Thank you to the Acumatica community. :)Arline

Good day Team,I am trying to push the current period to all bills imported into the Bills and Adjusment screen, The import scenario is suppose to set to import bills into the Bills and Adjusment Screen, I am having some of the bills been set with the Correct Period and other dot not workThe import scenario is using the Post Period to be: =Right('0' + CStr(Month(Today())), 2) + CStr(Year(Today())) also, tried with the ‘-’ =Right('0' + CStr(Month(Today())), 2) + ‘-’ + CStr(Year(Today())), with the Comit Set to true and the Ignore Error set to true as well, I get some mix resultsResults: With The data from the import being: 

Hi All,I would like to ask if there is a formula or method in the report designer that allows a random number to be generated each time a report is run. For example, when generating a customer statement, I would like the report to display a unique number each time it is executed.Is this possible, could you please guide me on how to implement it?Thank you in advance for your support.

Hi Team,For xxxx Customer. The total payment was $10,021.98 but T5018 reports shows only $6883.56 As shown in the screenshot below, the highlighted Ref. Nbr. appears correctly in the T5018 Report Details; however, the remaining payments are not being displayed. Could you please advise on the root cause of this issue?   

Hello,We use Pick, Pack, and Ship in our warehouse to process packages which ship via UPS.Recently we noticed the declared value on these packages is $0.0.Where does the system look for the value? (It would make sense for it to default from the MSRP field in the stock item.)I cannot find a setting/documentation that helps; Can’t imagine that the system expects it to be entered manually every time. Thanks for your help.

Hi Acumatica Community,We are using the Prepare Physical Count screen (ScreenId=IN504000) to manually generate physical count documents every day. Currently, we use a specific Physical Inventory Type with a predefined list of items and warehouse filter.Our goal is to automate the process by scheduling the system to generate a physical inventory document every day at 2:00 AM, using a specific Type ID.My questions are: Is there a supported way to do this with Automation Schedules, Business Events? Can this be done using a custom import scenario, API, or customization project? Are there best practices or samples from other implementations? Any insights or guidance would be highly appreciated.Thank you!