ISV Solutions

Discussions about ISV solutions

  • 90 Topics
  • 358 Replies

90 Topics

Joe Schmucker
Pro III
Joe SchmuckerPro III
asked in ISV Solutions

Confusion on how a View can get populated by a SelectFrom statement even when the View is not directly referenced?

I thought that the only time a View gets populated with records if is you make a call to “View.Select()” or if the View references a “fromcurrent”.In the following simplified example, I have a graph with a view.  When I run a SelectFrom statement, without referencing the view, the view gets populated with records and I don’t know why.PXGraph joesGraphin the joesGraph there is a view:public SelectFrom<ICSARAddressSQL>.View JoesView;In my method, I use a fluent BQL to fetch records in the ICSARAddressSQL table (which is actually a SQL View) where the customerAddressID is equal to “item” where item is the CustomerAddressID I am fetching.  Then I check to see if that record is in the joesView cache.  If it is ALREADY in the cache I update the cache record.  Otherwise I add it to the cache in the ELSE section.foreach (ICSARAddressSQL record in SelectFrom<ICSARAddressSQL>.Where<ICSARAddressSQL.customerAddressID.IsEqual<@P.AsInt>>.View.Select(joesGraph, item)){       

12
Joe Schmucker
Pro III
4 days ago
R
Captain II
ray20Captain II
asked in ISV Solutions

Costco EDI order integration

Hello,     We are trying to sell goods to Costco, and they request to use EDI for integration. Correct me if I am wrong, Original Acumatica is not providing EDI functions directly, but there are some ISV can provide EDI solutions. Am I right?     If we are just talking about EDI with costco, which solution is the best way to go?

1
kandybeatty49
Captain II
5 days ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

customization project conversion from version 21.209.0034 to 22.210.0020 (2022r2)

Hi,I got client’s customization project with version 21.209.0034How to convert it to 22.210.0020 (2022r2) in proper way ?All what I was provided is customization zip package. Inside it contains only project.xml In this topic : was advised the following :It does not help meI need to clarify some moments :1)”Some changes are made to the End Point in 2022 that depending on the entities included in your endpoint which are quite a few, need to be reviewed and revised accordingly” - How to revise these changes properly ?2)”I just checked one of your entities mapping and this one (AP Bills) has at least two errors on Bill.Details.LocationID and Bill.Details.Subitem. In addition, you have some custom fields in your endpoint mapping”  - How to fix these errors with Bill.Details.LocationID and Bill.Details.Subitem  and how to save custom fields in such a way that it will not cause any errors ?3)”Please contact the partner/individual who did this for you to look into it and rectify the issues.” -

0
I
Varsity I
9 days ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

customization project conversion guide

Hi,I need to get acquainted with customization project conversion process,Please provide a guide referenceI got client’s customization project with version 21.209.0034How to convert it to 22.210.0020 (2022r2) in proper way ?All what I was provided is customization zip package. Inside it contains only project.xml 

4
I
Varsity I
9 days ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

customization project conversion from version 21.209.0034 to 22.210.0020 (2022r2)

 Hi,I got client’s customization project with version 21.209.0034How to convert it to 22.210.0020 (2022r2) in proper way ?All what I was provided is customization zip package. Inside it contains only project.xml  

1
aaghaei
Captain II
9 days ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

Convert customization project from version 21.209.0034 to 22.210.0020 (2022r2)

HelloI got client’s customization project with version 21.209.0034How to convert it to 22.210.0020 (2022r2) in proper way ?

4
I
Varsity I
10 days ago
B
Freshman I
BeverleyMFreshman I
asked in ISV Solutions

D-Tools Integration

Hi Has anyone ever done an integration with Acumatica and D-Tools?https://www.d-tools.com/ Thanks heaps.RegardsBev

2
B
Freshman I
12 days ago
M
Freshman II
madhuFreshman II
asked in ISV Solutions

When i am log in in Portal for certification the following was displaying why?

When i am log in portal for certification test the following error was displaying  

1
kandybeatty49
Captain II
15 days ago
nathantrauscht
Jr Varsity II
nathantrauschtJr Varsity II
asked in ISV Solutions

EasyPost - Configuration - Does not Add Freight Cost to Shipment

2022 R2 We have paid for Shipping Carrier Integration license. I have integrated EasyPost for UPS using our carrier rates as per the provided guides. Tested the setup and it is connecting properly.Tested Confirming Shipment to Verify Connection - It workedWhen shopping for rates at the sales order document and select a rates, it adds the cost to the document and marks up the cost to add a freight price correctly per the freight terms I have setup. Great.Add cost and price based on rate selected and shipping terms (120% of freight cost)But, we don’t have standard packages for all our products. We do manual packaging. So, our workflow requires us to add packages, dimensions, weights at the shipment document level. No problem, add this at the shipment level instead of sales order level. The issue we are having is that after adding the package details, shopping for rate and selecting a rate it does not update the Freight Cost field. Furthermore, if we manually add the freight cost (not ide

2
N
Freshman I
20 days ago
F
Freshman II
FrancesPantelidakis24Freshman II
asked in ISV Solutions

Bank Feeds 2022 R2

Hi, We have a client that uses Amex@work for their users. As of the current release 2022 R1, Plaid does not integrate with the Amex@work platform only individual Amex Accounts. Our client has over 100 Amex Accounts that they would have to purchase bank feeds for since Acumatica and Plaid do not work with Amex@work. Does anyone know if the new service called MX is compatible with Amex@work in the newest release 2022 R2? Also, if not is there an efficient workaround to make Acumatica and Amex@work integrate together. Any suggestions would be appreciated.  Thank you,Frances Pantelidakis 

7
F
Freshman II
23 days ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

Extract Data from Release Payments tab by pressing "Process and "Processing All"

Hi,The aim of this topic is to figure out to call “Process” and "Processing All" from code and retrieve data from Checks and Applications entityCurrently, I extract data when the user press button “save” at tab Checks and Applications and generates file I need to do the same by, making my solution triggered by buttons “Process” and "Processing All"Can you, please, suggest how to call these events ?

3
marcorojas82
Freshman I
1 month ago
A
Semi-Pro II
alicezyks51Semi-Pro II
asked in ISV Solutions

EasyPost shipping integration -- need to print UPS label from shipment screen

New Environment - 2022 R2, EasyPost shipping integration, Zebra printer connected directly to PC via USB001 (we do not use Device Hub), label format EPL2Current Process - (using Acumatica shipping integration with UPS WorldShip) Shipments are created individually from a sales order, confirmed, UPS label printed on the Zebra printer and put on the package (we do NOT batch process shipments)In the test environment, we are unable to get the UPS label to print on the Zebra printer. We setup the BAT file as directed in one of the help topics and associated the file type to the BAT file but the label still isn’t printing.One possible issue is that the file created is x-epl2 which was not an option in the carrier setup.Has anyone had success printing UPS labels from the shipment screen without device hub? Thanks!

2
Chris Hackett
Community Manager
1 month ago
K
Freshman II
kenddbFreshman II
asked in ISV Solutions

Sales Tax Avalara/Certcapture Integration force or override tax exemption in Acumatica

We implemented Avatax with Certcapture about four months ago. If I have a customer that is generally exempt but has a project that is not, I have been going into Certcapture to expire the exemption to force tax. This is a cumbersome process. Avatax has an option to set an over ride word to force tax but Acumatica does not that I know of support this. The over ride in Avatax is looking at the entity usage code field for that information. I am unable to add an over ride code into Acumatica’s entity use code field. I talked with a few people at the Summit and the only suggestion I received was to create a duplicate customer different address.Any help is greatly appreciated.  

12
Jeff96
Semi-Pro III
2 months ago
S
Freshman I
SubramaniamFreshman I
asked in ISV Solutions

EDI 820 to Payment Order

I'm looking to create a payment order and remittance for one of my customers who has sent an EDI 820 document; in the integration, I see Payment_PutEntityRequest and PaymentMethod_PutEntityRequest JSON schema’s, which should I use to create the payment order?

2
S
Freshman I
2 months ago
K
Freshman II
kgawryluk80Freshman II
asked in ISV Solutions

Use Project Transactions to transfer Inventory Stock Directing to a Project

We have inhouse inventory that is transferred to projects on a monthly basis.  Currently through Project Transactions you can enter the Inventory ID, qty, price, etc and the costs will go onto the job however it does not make any adjustment to the inventory stock item itself.  We then have to go into Inventory Preferences, shut off the “Update GL” so that the adjustment does not double up in the GL,  make an adjustment to the physical quantity and cost to reflect the new quantity on hand, then turn the GL back on.  With internal transfers of inventory to projects, we should be able to make one entry that will update the project, the GL and the inventory item all at once.  According to support, we do not have that function at this time so anytime someone has an adjustment to move inventory to a project it is a 3 step process.  We would like to get this streamlined into one and done entry.

5
M
Freshman II
2 months ago
R
Freshman I
rvalentine11Freshman I
asked in ISV Solutions

Is there a bolt-on integration with Acumatica CRM and a text messaging platform?

More and more people we cold call want to communicate thru text messaging. Is there a known 3rd party solution/integration that give us the ability to create and respond to text thru the Acumatica platform?

4
Stéphane Bélanger
Freshman II
3 months ago
J
jforsyth
asked in ISV Solutions

Bank Feeds Integration 2022 R2

I am having trouble “Retrieving” transactions in “Process Bank Transactions”. It says successful when i click retrieve but nothing comes in. Then i try to load transactions in test mode and it only shows what has been brought in. Currently, we only have transactions brought in through 12/17. But when I look at transactions on the American Express side, it shows transactions from 12/18 and 12/19 that should have come in. Aside from American Express, our Bank account feeds only worked for one day. The day we migrated them after the upgrade to R2 2022. Since then, nothing has come in on those feeds.

1
Doug Johnson
Community Manager
3 months ago
R
Jr Varsity III
rhooper91Jr Varsity III
asked in ISV Solutions

Recommended Middleware Products

Hello,Does anyone have any suggested middleware / iPaaS products that they would suggest? Looking for easy user interface, robust transformational abilities, and descriptive error handling and control.Would like to get some input without going on a blind search for everything that is out there.Thanks in advance!

2
R
Jr Varsity III
3 months ago
M
Freshman I
mstuber64Freshman I
asked in ISV Solutions

Authorized.net

Hi there,Authorized.net, when something goes beyond the 30 day authorization period is there an automatic “re-authorization” possible?Thanks!  

2
M
Freshman I
3 months ago
T
Freshman I
tfacemyerFreshman I
asked in ISV Solutions

Acumatica integration with Monday.com anyone?

Hi,We are looking to integrate Acumatica with Monday.com to pull over some key data from a few places. Projects and DB Tasks. We would like to pull data such as:-From ProjectsProject ID Project Description  Cost and Revenue Tasks Hours budgets from each Labor cost task Actuals Completion %-From DB Tasks      -Assignee(s) Has anyone done something similar? How is it working and or what are you using to generate a resource plan for projects and staff? Thanks!   

4
P
Freshman I
3 months ago
J
Jr Varsity II
JSager76Jr Varsity II
asked in ISV Solutions

What is the specific purpose of the tax agency for the Vertex integration

Our organization is working toward use of the Vertex tax integration with Acumatica.  In review of the documentation, it states the need to create a tax agency vendor specific to/for Vertex.  We are trying to understand the specific use of that vendor account.  Is it just for the integration, or will all taxes be paid to that Vertex vendor?Currently, we have multiple accounts with state and local entities as we file and pay taxes.  We just need to understand if this single agency vendor will then replace those individual accounts, or if the Vertex vendor is just used for the interface.

0
J
Jr Varsity II
3 months ago
paulgilfoy13
Freshman I
paulgilfoy13Freshman I
asked in ISV Solutions

Blind Accessibility

Has anyone implemented Acumatica for accessibility with JAWS (or other screen readers)? JAWS is a screen-reader technology to give accessibility to the blind. I noticed the Acumatica home page has an accessibility button to allow blind users to navigate. Is this plugin available on the Acumatica marketplace?  Thanks,Paul

0
paulgilfoy13
Freshman I
3 months ago
R
reyortdor
posted in ISV Solutions

Best 3rd Party Credit Card Payment Processor

I’m looking for input from other end users of Acumatica. We currently use Century Business Solutions (or EBIZCharge) for our credit card processing. For various reasons, we’re not real happy with their service.What 3rd party processors, that integrate with Acumatica, are considered the best? I found a few others (REPAY and ERP-VAR) that also integrate, but I know nothing about them. I hesitate to just jump in with another processor before doing some research, which is what I’m attempting to do now. Ha! 

2
C
Jr Varsity II
3 months ago
C
Freshman I
cardfauxFreshman I
asked in ISV Solutions

Template Items & Matrix Items

I have a problem and I am not sure how to fix it, one store uses the Shopify connector and one store uses the BigCommerce connector.Each store has thousands and thousands of products with individual SKU numbers, so each stock item in Acumatica creates 1 product in the stores. I am trying to condense these products as much as I can, to give each one a color variant where it is applicable. I was trying to do this with TEMPLATE ITEMS and MATRIX ITERMS but I can’t seem to do it with existing stock items and also use existing stock items for their matrix items (variants).I can not change the SKU numbers, the SKU numbers are used across multiple stores both online and offline.For example say i have these 3 stock items REG-RB-0013 (red lighter), REG-RB-0014 (blue lighter), REG-RB-0015 (green lighter). Currently all 3 of these are different stock items and 3 different products across the stores. I need to take the REG-RB-0013 and make it just a lighter with red being the default variant with R

1
Leonardo Justiniano
Jr Varsity I
4 months ago
gdow23
Jr Varsity III
gdow23Jr Varsity III
posted in ISV Solutions

Warehouse Carousels

Does anyone have experience integrating Acumatica to warehouse high density storage systems?  A customer of ours has Acumatica with distribution and warehouse management.  They have just ordered a Kardex VLM (Vertical Lift Module).  They used to be called vertical carousels.I am presuming that, because each VLM could require a separate pick list, that they would need to be configured as warehouses.  Could they, instead, be treated as locations?What else do we need to consider?

3
Chris Hackett
Community Manager
4 months ago

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