Everything Else

 HiI have a requirement as follows.One of our customer is borrowing and lending inventory items with a third party company.in this operation no cash involvement will be happened and only the inventory will be exchanged between both parties.  Here to record the lending, they keep a virtual warehouse and transfer the inventory which is being lent to that third party company. and once they return those items, our customer is transfering those items from that virtual warehouse to their actual warehouse. But when they borrow inventory from the third party company, they do not record it in the system and utilize them for projects without doing any GRN or issuing. They are keeping a provision only with estimated values. But when our customer is returning items back to the third party company, items will be issuing through inventory issue and if there is any variance between the provision and the real inventory cost that amount will be charged to the P and L. How do you think we can process th

Team, I am using a GI to send reminders of Pending Approval for AP Bills, I am using the PX.Objects.EP.EPApproval, which is also the base for my email Template, and the only field that has the AP Bill Reference number is refNoteID, but when put as full code: On the GI, it shows as follows: According to me, this was working when I tested, but seems that something change, or I may be off a little bit, and it never worked. I could not relate the APINVOICE or any other talbe to the EPAPPROVAL table to get the related billl reference number to make this work. I really appreciate any insight. I put the GI attached. 

Hello Everyone,I have gone through the below article but would like to know that anyone worked on the GS1 barcodes? If yes, can you please help me with the inputs / sample code?https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=947c9182-7423-41db-8e2d-2472e5c38c79 

Hey, Whenever I send out and process an email, it copies the email to the sender. This has left our customer service account flooded by transaction emails. Is there a way to turn off copying the sender on emails?

Hello everyone,Hoping to get some clarification on the configuration of a GI (file attached), that will allow me to show each line item of an invoice and not group them together.  Also attaching screenshots to show.  Everything on the line items in the Invoice matches exactly for the Item in question.  Customer bought 2 of the same thing twice instead of just buying 4 for whatever reason.  I’m just hoping to get this GI to be able to show that, when this occurs.Invoice: GI Result: 

We created a system email account for the user.We assigned it to the user on the Email Accounts Screen as shown. The reply address was populated as well on this screen.When I log in as this user, and email a sales order, PO, etc.  the email says it is from the default email account in email preferences.  We want it to say it was emailed from this user’s email address. 

We are finding that when users create a shipment from an order and try to save a record-level note, they intuitively think that saving will both create the shipment and attach the note. The best option we can have found to successfully attach a record-level note is to have them create the record (save), enter the note, then save again.Any suggestions that would make this process more intuitive would be very welcome.

One of my clients recently upgraded to Acumatica Cloud ERP 2024 R1, Build 24.106.0018+. They also installed Repay version 24.0814.0, the latest release as of August 16, 2024 (sourced at https://releases.repay.com/label/31329). Since installing this version, they have encountered partial functionality issues.I can add a payment method to a customer account and create a payment. However, when attempting to capture the payment, no transaction is created in Repay, and I receive the following error message: "Error during request processing. Transaction ID: 5964, Error: GetItemExtension failed." Additionally, I've created a sale in the Repay Virtual Terminal and tried to record that payment in Acumatica. When I go to Payments, add the payment method, and attempt to record the credit card payment, I get the following error: "AR Error: Credit card processing error. Internal: Object reference not set to an instance of an object." Finally, when I try to create a payment method from the customer

Client wants to drop licensing for a couple of items.  I have not had this before.  Are there issues/concerns or does ACU just give them a new license and the feature is disabled?  Any data concerns etc.?•    Looking to remove CRM and Case Management •    Looking to drop multi-currency as well

Does anyone know where I can find the Access Rights needed to allow a Role to Recalculate Price on a Sales Order?As an Admin, I have this permission, but the Sales Base Role we have doesn’t have the option.We are currently on version 2023 R1. 

Attempting to import some additional warehouse locations and I was noticing that “Include in Qty Available” box was not being checked even though my import records all say “True” for this setting.After some clicking around in the locations table I noticed that if I had “Sort Location” checked the “Include in Qty Available” box was grayed out and unclickable. But if I unchecked “Sort Location” I could select “Include in Qty Available”BUT if I tried to select “Sort Location” when “Include in Qty Available” was checked, that would uncheck the “Include in Qty Available” box.I don’t remember this being an issue during my first import and as far as I can tell comparing to a location that has both boxes checked off, nothing seems different (other than the description naming convention)Thanks! 

Did anyone else have their Amazon Connector quit working this morning? Mine has been down for about 5 hours. I have tried the steps I know but haven’t been able to restore the connection. I am receiving the errors found at the end of this post. We are on Acumatica 2022R2 Build 22.219.0015What I tried: Tested Connection - Failed Ran Cloud Services Diagnostics (SM205090) - everything was successful Updated to the latest connector version (2023 R2 Update 11 updated to 2023 R2 Update 13) This was the problem last time we had a connection error.  Re-Authorizing Amazon Connection (second screenshot below).I have opened a ticket with my VAR, but was hoping someone here may have a solution as my VAR has been a bit slow to respond lately. Test Connection ErrorAuthorization Error 

Hello,I’ve not encountered this before.  Take a full snapshot of a tenant that does not contain the UOM “Bottles”.Restore the snapshot into a newly created test tenant.The Units of measure screen in the new tenant has “Bottles” (and a few more that do not exist in the source tenant.I have no idea where these UOMs could be coming from in the new tenant.

Hi Everyone,In the Purchase Order, I would like to override the Base Acumatica (POLine_RowDeleting) event to bypass a validation. I tried with the RemoveHandler but still it is hitting the Base event.Can you please provide sample example to override the Base Acumatica event.  

Error: Class, Sub Class of [DiscTakenSubID] do not exist in the system.

In some past release the ability to edit the Tax Zone on Business Accounts was apparently disabled.  My “forever a prospect, never a customer” Business Accounts have the proper Tax Zone set (but now not editable) while new prospects stuck without Tax Zone.  When creating the Opportunities for these extra care must be taken to set the Tax Zone there.  As this is normally populated automatically, it is often missed.  Quote (in our case Project Quote) generated before the missing taxes becomes evident.Was the Tax Zone disabled by design?  ...and for what reason?If not, is there an easy fix?

Hi there. My company lately has been working on getting our customer portal up and running. As of now we are really only focusing on making it so that customers can view their Invoices/Statements online and make payments online.  I have been working on getting everything up and running by using a local sandbox to test out the portal and see what we would need to do before going live.  I was planning on using Authorize.Net since it seemed to be the most compatible payment gateway.  I have unfortunately just been made aware that as of 2025 R1 Authorize.Net will no longer be supported, and that Acumatica Payments will instead be supported for versions after 2023 R2. (See page 7 of the 2024R1 build guide: https://acumatica-builds.s3.amazonaws.com/builds/24.1/ReleaseNotes/AcumaticaERP_2024R1_ReleaseNotes_full.pdf) Unfortunately, we just upgraded to 2023 R1 around this time last year, so that puts a bit of a damper on our plans. Regardless, I am prepared to start from scratch and get to work

Hi,In one of your live instances, some of the help articles cannot be accessed. Please see the attached screenshots. Has anyone got this issue? Please help to resolve this issue.   Thanks,Charithma 

Is there a report in Acumatica that lists out all BoM that a stock item is used in?

Our use case: we house 5k+ products in our warehouse and need to perform daily cycle counting. Our goal is to count every product in the warehouse at least 8 times over the course of the year. In theory this should give us 150-200 products to count per day and products would get counted once ever 6 weeks.Does anyone have any suggestions regarding the best method to accomplish this? We have ended up creating 30 individual cycles and are rotating through these cycles in succession. However, this is not a great experience as it requires any new products to be added to one of the 30 cycles and there isn’t a great way to make sure they’re evenly distributed across all 30 cycles. 

I am looking to see if anyone else has explored or built a solution for the following idea. When working on enhancements and customizations for altering how we use a certain field or what values we use, I would like to have the ability to find all processes and screens where that field is used.Example use case: we are working on reducing the number of sales order types we use and introducing a new sales order type as part of a process improvement project. I know that we use the sales order type in many processes to determine the type of order and actions needed to be taken. I don’t want to miss any of the GIs or business events dependent on the sales order type - and I would rather catch this before testing every process in the system.My current idea is to create a GI for each process and search all the DAC fields that could reference a table or a field in that process configuration. So, in the dependency check for GIs, I will have a GI for the tables, relations, conditions, parameters

Running version Build 21.115.0017.I looked at vendor which indicated that I was the last one to make the change via the Audit History… screen menu option.My co-worker logged on and looked at the same vendor and looked at the Audit History and it showed that they made the last change at the same time.Then we looked at the same customer record with the same results. His view of Audit History showed that he made the last change and my view of Audit History showed that I made the last change.Has anyone else seen this?(note that the user timezone has not been set so the difference in the times are due to timezones)

I've just moved to a company and they have also just recently implemented Acumatica. I'd like the ability within Acumatica that when a SKU comes to the end of its life and we no longer want to re-order (or the product is no longer available to re-order from the supplier) that we can set it to only sell stock on hand and not generate backorders we are unable to fufil. I can't see an option to do this within the verison of Acumatica we have.Is it possible to do this & if so what is required? Acumatica Cloud ERP 2023 R2Build 23.213.0015 +

Hello,They would like to give their shippers rights to change the “Sched. Shipment” date on the shipping tab of the sales orders screen.  But that is all.  Everything else is locked. This seems like a big undertaking, and I fear they will get to the end and find some fields are unavailable for locking in the access rights by role screen. Anyone else done anything like this successfully? Setting the upper level Sales Orders screen to view only and setting this specific field as “EDIT” did not work because of the higher level setting of “View Only” on the screen itself.

Hi All -  This is, I think, a simple question that I cannot find the solution to anywhere.I’ve attached a few files to an item that I would like to share with users outside of Acumatica. An example would be, attaching a stock item’s marketing flyer to it and having that link be in every email or invoice/packing slip generated. I’ve gone into the file, File Maintenance > Access Rights and checked “Is Public” and saved the changes, bit when I put the external link into an incognito window it still requires a login. Am I misunderstanding the functionality of the feature or does this simply not work as intended? I should add that I am on a hosted instance by Acumatica. Where I’ve selected Is Public