Everything Else

Hi, All I am trying to update the UDF in the customer form. But when ever I am trying to use PUT API. It showing me the the Customer.AttributeAGDCRAN is not available in data set. I have also extend the API and populate this field in customer>>Attributes As you can see in below screenshot. I create AGDCRAN from attributes.   Can anyone help or guide me how can I update this UDF using PUT API.   http://accumaticaInstance/AcumaticaSB/entity/AGRAN/22.200.001/Customer?$select=CustomerID&$custom=Customer.Attribute.AGDCRAN” but this query is not updating the UDF. There are other Attributes also.Below is the body AGDCRAN is the udf{ "CustomerID": { "value": "0018293851" }, "custom": { "Customer": { "AGDCRAN": { "type": "CustomStringField", "value": "Apple jam 8 oz." } } } }  

Hi All, I have created one user define field and I want to get/put from Acumatica API but the problem is I dont want other data to be look in API. I have created User Define field in Customer Screen So how can I give permission to someone to just read and write That field and nothing else. Please help

Hello! There are five companies in my tenant and each of them are using Customer Contracts for same customers. Currently it does not restrict customer contracts between companies. Is there any way of doing this?Amanda 

If we have our system set up to auto generate lot numbers for multiple stock items, will Acumatica create a unique lot number for a stock item compared to all other lot numbers or will it only be unique within that stock item?For exampleWe receive in stock item #1 and Acumatica assigns it a lot number of 0001, if we receive in stock item #2 will it receive a lot number of 0002 or 0001?Thanks!

I was hoping to get my field service reps in a position that they could essentially place orders through Acumatica, and admin would have an approval workflow to review and approve the order into production. Native Acumatica sales order module is just too many steps for the field reps to have to do  Currently, they just have an app where they select a customer, a product, and the quantity, and that order request gets emailed to the respective admin team. The hope is that there’s native functionality in acumatica that can replace our current app. Anyone have any insight? CRM module possibly? 

I created a snapshot using the option of “Settings Only”I created a new tenant.Imported the snapshot and restored it.I have stock items in my new tenant.  I was expecting to only see the settings in the new tenant, not data.Any thoughts? 

Hi all, we recently added a new order type because we changed e-commerce platforms. Previously, our web orders were prefixed with “SO” like our normal phone orders. With our new ecom orders, we created a new “WO” order type so we could reset the numbering sequence, and also to differentiate from our regular SO orders.The issue -- when we go to choose a web order from the Package Label report (ScreenId=AM625006)When I type “SO” into the search field, I see all available SO orders… when I type in WO, it shows no results. HOWEVER -- if I type in the exact WO order number, I can print the associated… it’s just that it doesn’t show in the search results. Any thoughts/ideas?   

Can someone please assist? Thanks

My company uploaded stock items into warehouse A. After a little bit of time we decided to make a warehouse B and transfer those stock items into that warehouse. Now I’m finding those stock items still hold a line in the Warehouse A’s Storage Details by Item Warehouse Location GI. How do I remove these records from the old warehouse location details?

Has anyone encountered: “Error: An unexpected error occurred invoking “startTwoFactorPipeline” on the server.”?

I am struggling to find the correct Setting under User Security to hide the Reassignment function from certain Roles: I cannot find this under the appropriate Document type, Approvals or any Hidden Folder.Any idea where this is living?Approve and Reject are to be found on the AP Document in this case.  

We send emails out of Acumatica and today had an email come into our Inbox in Acumatica.  One of our users replied to that email and copied our support team on that email.  They do this often, but today we noticed that the email did not send and in the Email area, it appears in the “Failed” filter of All emails. When we open the email that failed, it says “Illegal characters in path.”.  I haven’t noticed this type of error before.The user tried to resend the email and it again failed. She also remove the people on the “TO” line and added them back in by doing a search for their names.  That email failed to send as well.The user ended up sending it out of Outlook, then copying the sales inbox for tracking purposes in Acumatica.Any ideas on what the error message means?Also, one thing that is not very clear is the activity under the opportunity says “open” and the mail status says failed. Would be nice if the email activity under the opportunity reflected “failed”. 

I’m wondering if anyone here is using Safari on macOS/iOS/iPadOS -- i’ve been experiencing this issue for more than one year and I’m still seeing it with the latest 21.1 release and latest Safari updates. A few times per day when accessing an Acumatica site I’ll see two tabs. First tab contains the navigation bar and inner frame, and the second tab just the inner frame:It is really annoying, and I have yet to find any way to replicate this constantly so it’s a bit hard to file a bug report through support... 

Hello, Is there any way to delete a discount line from a sales order that has been imported from Shopify? I have full permissions in Acumatica, but the X is greyed out. Very rarely, discounts are duplicated during the import from Shopify, such as the example screenshot. This also may be an issue with the connector, but I’m not seeing anything on how to fix that either. Any suggestions are appreciated! 

Is Form 1096 available in Acumatica?  This form is used in conjunctions with Form 1099 filed with the IRS.  When 1099 forms is e-filed, there is no need for the 1096 because it should automatically generated.

Hi,One of our customer has below requirement to create the invoices for the contracts.If they are getting in to an agreement on 10th of august, first contract period should be 10th august to 10th September. where as second period should be from 11th September to 30th September and third period is from 1st October to 31st October. from 3rd month onwards invoices are need to generate for 1-31 period of each month. Here, in the contract management form, I have set the billing type ha as on demand. But I could generate only invoice for the first month. is there any way this can be catered.

Hello!We require to view the company who has created the document on the “Approvals” (EP503010) form. Is there a way that we can add the information to this table?Also, the user who will be approving the document will not have given access to view the transactions of created company and only be given the summary information to approve the document. I tried to take the information from a GI connecting Approval table with the Invoice table for an example. But since the user has no access to the created company, results are not available for that particular user. Amanda 

Hi, We’re relatively new to Acumatica having only gone live earlier this month. We’re currently in the process of configuring everyone’s access rights.  We started strict with an aim to control access, and then we’ll lift restrictions as it becomes apparent the requirement for the user is there. My question is, is there a reference list of Screens to User Rights?  I know if you hover over the options the screen number is displayed, but trying to find some of the more obscure access rights is simple a trial and error exercise in futility.  A search functionality would be really helpful 🙂 Any help would be gratefully appreciated!  

Please delete, the Company ID’s at the top are not in the system.  The import works.  Sorry. Hello,Hoping someone can help me with my import scenario in which I’m trying to update an existing multi-select combobox via import scenario.  If the source field only has 1 item, it processes fine.  Only when there are multiple items, it throws the error below.  Data Sample:    

This is not so much a restriction requirement but more of a design requirement.When you have multiple companies in one tenant and you have access to all of them it would be great if the only data that you see on the screen pertains to the company that you have selected at the top.Now, you see transactions, customers, vendors for all companies irrespective of the selected company.  It does lead to mistakes and it does not demo well. Thanks 

I have recently started using the physical inventory module and tried using the “by movement class” as the generation method.    When I prepare a physical count using a high volume movement class, I would expect that all of the items would be high volume items, but was surprised that some of the are stock that we dont sell much and therefore dont stock much.   Just wondering what type of generation method others are using and why you prefer that one?  

I would like to add another field to the equipment list on the mobile app so that it appears in the list and is searchable.  The field is available on the web version. How can I do this?Also does anyone know what GI is used for this equipment list? 

Currently the appointments shown on the Appointment List on the mobile app shows all appointments allocated to that staff member.  We would like to only show appointments that has the ‘Not started’ and ‘In Process’ statuses.  How do we do this? Also I believe the Appointment List on the app is the ‘Appointment Summary’ on the web version.Is this correct?

We received a pallet of good that were damaged upon arrival. How should we deal with this in Acumatica? Should I receive the items in full in Acumatica and then do an adjustment or should I NOT receive the items in Acumatica at all?Thanks!

We have an attribute we use for cases to classify the type of work we are doing on said case i.e. Microsoft Office, Hardware issue, User Error, or Server Down to name a few. Is there a limit to how many values you can add to an attribute? For further clarification, this is a combo control type.