Everything Else

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 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 

We are importing assets from existing software to MYOB Acumatica. Once converted, it recalculate the depreciation and some of the assets still carry the net book value even though the asset has fully depreciated.For example:This cash draw bough in Oct 2018 with the useful life of 5 years (20%).It should be fully deprecated in Oct 2023 (period 4-2024), however in this case this asset still has a net value of $18.98?  

Is it possible to change a unit of measure conversion for a material item after a production order has been made with that item as a material? I am going to assume no but just wanted to check.We have completed and closed 1 production order that used a stock item as a material. The original conversion isFrom Unit: LBSMultiply/Divide: DivideConversion: 5To Unit: EA I want to change the conversion to 45. The production order has been completed and closed.

My company is wanting to add a non-stock item/expense, in our case Lab Testing Cost, to the Bill of Materials for all our items we have tested, so the cost of the testing is applied to each lot of an item.  We plan on then entering a Purchase Order for the Lab Testing expense and then “receiving” it in order to create an AP Bill to attach a payment to.  My problem is Acumatica is asking for an Expense Accrual Account for the Lab Testing Cost, which I don’t think I need because we are entering the Purchase Order instead of an Invoice. Is there a way to not need the Expense Accrual Account?   

Outside of Approval Maps, is there a way to restrict Users to post their own Transactions (without Review from others)?I think Approval Maps is probably the best way to go, but wondering if anybody encountered this before and solved it? Thanks!

Is there anyway we can maintain the supplier warranty for the items we purchase. Items would be tracked using the serial numbering method and need to enter the warranty at the purchase receipt stage And once the supplier warranty period is over needs to get and notification. How can we facilitate this? PS: These item are not equipment or Fixed Asset.