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Hello Community,I have a prospect which are into item configuration industry. So they have a template with the list of items - Preferably a type of landing page, which their customers can see and select the items that will be assembled into a finished product. So here, the customers are selecting their own configuration (assembling) → the prospect shares the pricing calculation with their customers → if the customer is happy they will purchase it.How can we implement such a scenario in Acumatica, since the prospect wants to give their customers an option to configure the products as per the need by themselves.I came up with the Product Configurator/BOM & Kit Assembly scenarios in Acumatica but then how these would be displayed up in the customer portal. And if customisation would be required then at what stage/level.Thanks in advance.

Hello,Is there a way to export the current inventory from the stock item menu. I do not see the field from the column configuration.I guess I would need to create a GI to export the inventory correct? 

Hi there - We want to limit available cost codes to project specific cost codes rather than providing employees with access to the master cost code listing.  Currently the employee can see both the master cost code listing as well as project specific codes.  We want to remove the option that allows the employee to select from master cost codes.  Is this option available?

Does anyone know where to find the correct document for “How to setup and print on Blank Check Stock” with Acumatica? I searched and chatted with Acumatica and even they can’t help and couldn’t find the document? 

Hello All,I am currently facing an issue while creating a project quote. Yday when i was creating the same quote it didnt trigger any error. But now when I am recreating it, shows the below error: The quote that I had created yday: While I am testing the same in the demo instance, Acumatica does allow me to do the same without any errors.  

I know how to make an empty widget using About:Blank on Embedded Page widget.My issue now is that the Embedded Page widget refuses to scale down like the other widets. It’s gets small enough in width, but not nearly as short as the other widgets can, this makes my spacing look very jagged when I have a list of links who are tighly packed, but one overly long blank spacer next to them. How do I get this to shrink? I can certinaly make it longer than needed, but not shorter… Thank you in advance for your help!

We often create backorders since we try to ship out whatever we can as soon as we can. Our shipping software, V-Technologies StarShip, pulls the Declared Value from the CuryOrderTotal field. The problem is that since we’re not shipping the entire order, the declared value is too much. And its the same situation when we send out the backordered items since it still pulls from CuryOrderTotal. This causes the declared value, and therefore, the shipping insurance to be higher than it should be. Has anyone else run into this and how do you solve it? At the very least we’d like to be able to notify our shipping team what the correct declared value should be on the backorder so they can change it in StarShip. I tried to do some calculations in the Pick List form to display it but it never worked consistently.  

👋🏽 Hello Acumatica famI’m new here and gtk the product to support a company with their transition away from Fishbowl to Acumatica ERP. On this Acumatica wiki site there’s a reference to a comprehensive DAC list but the link is broken.https://help-2022r2.acumatica.com/(W(3))/Wiki/ShowWiki.aspx?pageid=51ede759-d530-4101-bb3a-274e8a922faaWhere can I find this complete list?

Is there a way to limit who is able to add cost codes to the job? Like admin rights for cost codes?I am trying to customize this so no one in the company can invoice to a cost code that wasn't used within the job. 

We are using Project Issues as a way to create custom forms that users can fill out from their mobile device.  When they close the Issue, a PDF report of the form response gets emailed to them.  I’d like to be able to put a link in the email body so they can click a link that will take them directly into that form response (Project Issue) in the Acumatica Mobile App, rather than taking them into the browser.  Is this possible?

Hi Family, I would like to ask, how do I dispose of an asset of vehicle type that has been written off and the period I want to dispose in was 11-2022? The vehicle received some funds from the insurance, more than what the car is worth now. I would like to ask what figures goes to the Proceeds amount field as the current cost of the asset has changed. Thank you in advance. 

I have been looking into the Movement class calculations and I was wondering if anyone had any more insight as to what transactions go into this calculation? I haven’t been able to identify exactly what it is? All documentation I could find was Quantity Sold, but I wasn’t sure if this accounted for Issues to Production, Sales, Inventory Adjustment, etc?Any help would be appreciated!

I’m wanting to be able to setup what is a “Shared Mailbox” in Office 365 as a system email account.I’ve found this post that says it is possible but I’m not sure how the authentication would be setup as a shared mailbox doesn’t have a ‘password’ and is accessed via another user logged in who has permission.. How We Process Email Inside of Acumatica: Start to Finish (cs3technology.com) I’m assuming it would have to be POP3 and not IMAP potentially?

I am looking for other members who work in the Equipment Rental market and use Acumatica to run their rental operations. I’d love to discuss which modules you are using and how you are solving certain issues with daily operations.   

In process of upgrade planning and was curious if anyone has an existing GI they could share that would list all of the GIs within the system so they can be quickly verified for upgrade testing?

I noticed my email was wrong (andy instead of andi) so I reset it in the Acumatica portal in my profile. I also changed it in the Partner University (“Learn” link and changed the email on the Profile there) however this latter action seems to have broken the link as when I now go to “Learn”, everything I had achieved has gone.  It is if I am visiting for the first time.I note that on the partner portal when I click on my profile, the dropdown still shows the old (incorrect) email as if that is some sort of unique user ID, even though my actual profile shows it as now being correct.Is it possible to reset my portal user ID to the andi email (and that may then establish the link to the University) or have all my achievements gone for good?

I would like to gain access to the download Product Pre-Release version of Acumatica 2023 R2. There is a new feature in there that I would like to explore called Territories since our sales team operate in states based on territories.

Hello,I am in Build 21.113.0011When I open Self-Service Portal with salesdemo datasetThere is no “open help dashboard” on the upper right corner Although I do able to enter help dashboard via global search Not sure what is missing, I tried to follow help instruction to configure welcome page https://help-2021r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=241bf4e6-7065-4466-b699-3e32f2f2f722 There is no such “Portal Site” wiki  Any idea why this occurs?Thanks 

Hello Everyone,I have override the Convert To Order action in the Sales Quotes screen, and copying the line field value from the Sales Quote to Sales Order line with the below code.Value are getting copied properly but caches are not updating as expected, when try to edit any other value and try to save it is giving me an error. Here is the code, can anyone review and share your thoughts.  [PXOverride] public IEnumerable createSalesOrder(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod) { SOOrderEntry SOGraph = PXGraph.CreateInstance<SOOrderEntry>(); PXGraph.InstanceCreated.AddHandler(delegate (SOOrderEntry graph) { graph.RowUpdated.AddHandler<SOLine>(delegate (PXCache sender, PXRowUpdatedEventArgs e) { SOLine objSOLine = e.Row as SOLine; if (objSOLine != null) { foreach (CROpportunityPr

Hi, I’m looking for a few pointers on how to resolve an issue caused by an upgrade of one of our live sites.  The upgrade was from 2022.1121.302.452 to 2022.2.205.103.4522 and occurred last week.  The symptoms are the same as outlined in the post below except that:Issue is ocuring on a Live site not a local install Error message relates to Newtonsoft: Could not load file or assembly 'Newtonsoft.Json, Version=13.0.0.0, Culture=neutral, PublicKeyToken=30ad4fe6b2a6aeed' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)  The assembly being used in the customisation is Newtonsoft 13.0.3.  In the WebConfig file on the local instance which doesn’t throw this error there is:The customisation on the local site works fine despite the version being outside 13.0.03 being outside the range.  I don’t know how or if you can change the web.config file on a live site.Maybe this is something that only suppor

I created a CSV data provider with UTF-8 Encoding. Unfortunately, Acumatica encoding of UTF-8 is UTF-8 with BOM. The system that will be reading this data can only except UTF-8. Does anyone have information or a workaround on this topic? Data Provider (SM206015) Exported CSV File 

We have created a customized report to the AR Credit/Debit notes and the report is generated in another screen not buy clicking the Print Invoice button on the AR Invoice and Memos screen. The RefNbr is not showing i the email template when sending the report 

I’m trying to automatically e-mail sales orders that are open using the Print/Email Orders process.  It shows this generic error message.  I can open the sales order and click “email order” and it goes through no problem.  I can go to “print order” and then email and it shows fine as well.  It’s only when using this automated process.    Trace Results Error: At least one item has not been processed. at PX.Data.PXProcessingBase`1.ProcessMultipleItems[Table](PXGraph _Graph, String graphType, String stepID, List`1 steps, String action, String menu, IEnumerable parameters, List`1 src, PXProcessingMessagesCollection`1 perrowmessage, CancellationToken cancellationToken) at PX.Data.PXProcessingBase`1.<>c__DisplayClass78_0.<_SetProcessTargetInternal>b__3(List`1 list, CancellationToken cancellationToken) at PX.Data.PXProcessing`1.<>c__DisplayClass82_0.<Process>b__1(CancellationToken cancellationToken) at PX.Concurrency.Internal.PXLongOperationPars.PopAndRunDelegate

When you create a note on a stock item you are able to select ‘Add pop up note’ so that every time that part is added to a sales order, appointment, PO etc it pops up and then the user must click ok for the pop up to go away.This is great for our procurement team and sales team, however a nightmare for our service team.  Are we able to restrict who gets these pop up notes or which modules they appear in?

The BAccount CreateDateTime field does not provide the date in which a business account is extended as a customer.I am trying to create a Dashboard that displays number of new customers created by month. If they are being created from a prospect business account I don’t know how to pull a time stamp at which this happens. Can anyone help?