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Acumatica product questions which did not fall into any other category

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RobertAllande95Freshman I

asked in Everything Else

Busniess Event to add an SO line

Hi,I'm trying to add a Business Event to add a SO Line when a Payment Method is CC (Credit Card).I have tried reading all online documentation, including a (to me) substandard video on the Acumatica learning portal itself, and other online video tutorials, but am not getting that info that I need to do this. I would appreciate if someone could walk through the steps, and give an example. I feel I am close, but can't get it to add the line. In history it shows it running, but nothing is ever added. I am sure I am missing something basic - like missing 1 step somewhere. I wish the documentation was better. It is pretty bare bones.I code, and do customization, but have never used the Business Events feature and trying to learn. Appreciate any feedback.I can post what I have done but I was really looking for a guide. If there is a link that would be great but I have not found any links to do what I am asking, with any explanation.

2 months ago

fosterjeff01Freshman I

asked in Everything Else

Create Dashboard PKI for Incoming Documents (AP301110) screen?

Anyone found a way to make a PKI dashboard tile for the Incoming Documents screen (AP301110)? It would be helpful to be able to display in the dashboard when new documents have been received for processing.

3 months ago

fosterjeff01Freshman I

asked in Everything Else

AP301110 Incoming Documents misses invoices in PDF

When processing an Incoming Document PDF that has multiple invoices included in 1 file, the system doesn’t seem to recognize that there are 2 different invoices in the file. Even though it collected the line items from both invoices, it only creates 1 bill and ignores the other customer reference number (invoice number). Is there any workaround to fix this while processing these to break these into separate bills?

3 months ago

MWijesuriya43Freshman I

asked in Everything Else

How to add email addresses in attributes as a recipient?

We have added attributes in customer profile to add email addresses. when sending email we need to add the recipient from the attributes. Is there any way to link attributes to the email template as the recipients?

3 months ago

MWijesuriya43Freshman I

asked in Everything Else

Creating Purchase Requests based on the product replenishment

Hi Community,One of our Customer has a requirement to create the purchase requests based on the inventory replenishment. can that be accommodated by the system.

3 months ago

jbaronFreshman I

asked in Everything Else

Clarification on our API transaction

We have a few questions regarding on our API transaction to lessen the throttling of our API calls limits.1. Does plugins count against our API usage.2. how to find out what API calls are going through.

3 months ago

ltussing03Captain II

asked in Everything Else

Logon without credentials/Display GI or Dashboard on Smart TV

Wanted to check that I am not missing something before I write this off.We want to display GI/Dashboard on a large screen on the shopfloor and have it periodically auto refresh.We do not want to tie up a computer for each display on the shop floor.Would like to use a smart TV that could display from the URL. However, cannot have it prompt for credentials. So looking for a URL that could have credentials embedded. (I am sure this is not possible, just checking) Looking for any suggestions:Want to display dashboard on shop floor and have it autorefresh.Do not want to tie up a computer to accomplish this.Do not want to have to enter credentials. Thanks!

3 months ago

bonnielemayFreshman I

asked in Everything Else

How to Get Opportunity Class Attributes in ReportDesigner for Sales Quote

Hello,I am amending our Sales Quote Template in ReportDesigner. I want to know how to get the Attributes from the Opportunity in the Attributes Tab (See first image)? So, I have set up different Opportunity Classes that have different Attributes available. Once that Opportunity Class is selected on an Opportunity, those Attributes become available in the Attributes Tab. i want to be able to have the values available to pulled into the Sales Quote Template. Please advise if any solutions.

3 months ago

TShoaffFreshman II

asked in Everything Else

Dashboard Parameter - default value equals user ID

The dashboard parameter for “default” value of @me, no longer works after an upgrade from 2022R2 to 2023R2 Instead I added the filter to each Widget/Generic Inquiry on Dashboard, but client prefers the parameter because it allows user to toggle back and forth on the owner list of name.Any ideas would be appreciated

1 month ago

donnadeskins55Varsity I

asked in Everything Else

Hide tab by user role

We have several customers who would like to hide a specific tab on a screen by user role.For example, on the Projects screen, they don’t want certain user roles to see the BALANCES tab.Is there a way to do that?

3 months ago

bigred1022Freshman II

asked in Everything Else

Select a different email account besides Default for email templates

Hello,Hoping this is an easy one, I am trying to set/change the “From” to something other than Default on templates. When I hit the magnifying glass, the only option is Default. Is there something I need to change to allow the selection of another email account? I have created email accounts for all users as well and still only get Default as an option.

3 months ago

AndrewBGLPro I

asked in Everything Else

Shipped Orders - Invoice Automation Schedule

Hello,I have created an automation to process confirmed shipments and create invoices. The condition I am using is Pacejet Status = Completed.Automation Conditions Fields.I am looking for a way to add a condition/filter values to make sure that the Tracking Number under the packages tab is not empty. I have tested and it is possible for Pacejet to write back with a blank tracking / LTL Pro number, and we do not want to create invoices for these orders. Filter Value Fields. Here is a screen shot of how the tracking will be written back. I have checked condition and filter values tabs and the Tracking Number field is not a selectable field. Shipment Packages Tab with Tracking. I think this means that a customization would be required to accomplish this. Here is the Element Properties for the Tracking Field. I am looking for a way to accomplish this without a customization if possible. Element Properties for Tracking Field. Any help would be greatly appreciated.

3 months ago

jhouserPro I

asked in Everything Else

Accessing database backups?

A client of mine recently purchased the database backup subscription, which should allow us to access their backups. But I’m unsure where I go to access them. Haven’t found any instructions. Anyone know?

2 months ago

hermanjkotze1976Freshman I

asked in Everything Else

Creating Sales Order error on the line item

We are in the process of upgrading our Acumatica instance but from 2022R2 to 2023R1 and R2 we have issue when trying to create a Sales Order (SO301000). Everything from Order type and customer works, you can type the Inventory ID in the document but when you move to the next part of the line, we get an error. The error ‘Account’ cannot be found in the system. Please verify whether you have proper access rights to the object.I have admin rights. Something we have not seen is the fact that the inventory ID changed to an account nr and it adds the account nr to the warehouse as well. Please see screenshots. The account is in the system. Also, when I click on the magnifying glass on Inventory ID and then select the stock item, enter the qty, I can then save the Sales Order.

2 months ago

dougmcbride79Semi-Pro I

asked in Everything Else

How to import snap shot into test tenant

Can someone tell me how to import snapshot into our test tenant?

3 months ago

rcreasyVarsity I

asked in Everything Else

How long should a snapshot deletion take?

I have a snapshot that I am trying to delete. The Processing popup has been up for over an hour…..How long should this process take?

2 months ago

williamq178Freshman II

asked in Everything Else

Sales Orders - New line Item - How to block a search result from displaying while typing in the Inventory ID Field.

I originally posted this issue on Financials but looks like it is more of a technical or development issues as I usually get quick replies on Financials and have been a couple days with a few views and no replies yet. Original post: Issue: On sales orders, while adding a new line item. New users get a search result while typing the Inventory ID. We don't want it to show a search result, if a search is needed the users can use the search icon on the Inventory field. We want to block search result for displaying while they type in the Inventory ID. Note: Existing users have this correct. When existing users type in the Inventory ID. No search results are not displayed. Existing users can then use the search Icon if they wish to look up for an Inventory ID. See images for details Existing users entering Inventory ID: Correct display. No search results displayed while typing the inventory ID. New users entering Inventory ID:Need to fix this for new users so that a search result is not

3 months ago

Naveen BogaCaptain II

asked in Everything Else

Issue with MatrixMatrix_RowDataBound

Hello Everyone,We recently upgraded to 23 R2, and one of our custom screens is encountering the following issue. Has anyone seen and resolved this issue before? If so, could you please help us with the solution?

3 months ago

smulveyFreshman II

asked in Everything Else

How to change segmented key for project task

I need to change a segment ID for my project tasks segemented key from alphanumeric to numeric but there is a task that has already been used in a posted transaction that is preventing the change. What are my options? CS Error: Edit Mask cannot be changed. There are Project Task identifier TINGÉNIERIE to which the new edit mask cannot be applied

3 months ago

epanJr Varsity II

asked in Everything Else

wire payment batch not able to release error

Hi There, We had just migrated to 2023 R2 and I can’t release wire batch payment. The error message is below. “Check the remittance settings of the LAMTD cash account and the WIRE payment method on the Cash Accounts (CA202000) form.” The bank setting is below. We don’t experience this error prior, the bank setting was not changed

3 months ago

HarshitaCaptain II

asked in Everything Else

UDF for Stock/Non-Stock items screen

Hello all,I have been wondering if its possible to enable UDF for the Stock/Non-Stock Items screen. If not then how can we get this. We are not looking to make use of Attributes tab & apart from customization what are the other options? Thanks in advance.

3 months ago

krausef77Semi-Pro I

asked in Everything Else

Restricting Users from posting their own Transactions

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!

1 month ago

jhutchinsonFreshman II

asked in Everything Else

Dashboard hover pop-up value placement problem

When I hover over a field value on a dashboard, the full value that pops up does not always appear in a visible location. I’m not sure why they move around and do not always appear right next to the mouse cursor of the field that I am hovering over. Has anyone else had this problem and is there a way to fix this? Please see attached pictures for example.

2 months ago

hyadav08Jr Varsity II

asked in Everything Else

Acumatica is using mysql or sql how to identify in c# code. Or In Acumatica how to get the provider name in C# code to identify the SQL or MySql.

3 months ago

okiaveJr Varsity II

asked in Everything Else

PX.Objects.IN.InventoryItem - Missing from DAC browser

Hello all hope your summer is going well. 🌞Does anyone know why the PX.Objects.IN.InventoryItem dac does not show up in dacBrowser?https://help.acumatica.com/dacBrowser!-->

4 months ago

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