ISV Solutions

Discussions about ISV solutions

  • 109 Topics
  • 444 Replies

109 Topics

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.

7
G
Jr Varsity II
19 hours ago
StevenRatner
Jr Varsity III
StevenRatnerJr Varsity III
asked in ISV Solutions

Shipstation Integration - Connection Error 23R1

Has anyone run into the following vague error when trying to connect Shipstation.  I have followed the Shipstaion documentation here: https://help.shipstation.com/hc/en-us/articles/360026140871-Acumatica#UUID-8a29acb6-2284-4383-9cd4-9d8042e2a078_UUID-5a36552f-1c4a-47ff-a8e5-3a9c8e296fd4 But get the following error shown below.  Any ideas on what the issue maybe?

5
Chris Hackett
Community Manager
7 days ago
Z
Freshman I
zbaird52Freshman I
asked in ISV Solutions

Acumatica CPQ Integrations

Good morning, We are evaluating some CPQ platforms to handle made to order products, is anyone aware if Acumatica has ever or has plans to integrate with more advanced CPQ tools like ConfigureOne, KBmax or ThreeKit?

8
L
Freshman I
1 month ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

Acumatica Web Service Endpoint version for 2023R2

Hi,In this topic It was told that new version of endpoint is planned for 2023R2Is it already released ?If yes, is it 23.200.001 ?

4
I
Varsity I
1 month ago
robgriffin00
Freshman I
robgriffin00Freshman I
posted in ISV Solutions

eSign + Adoboe Sign Error - Redirect URL Wrong?

We are setting up a client with eSign that uses Adobe Sign in 2023 R1 Construction Edition, The credentials connect fine in Acumatica and when trying to click “send” with a document from Acumatica it errors out with a red box but no error message.  I have successfully setup Docusign in the past and it is a bit different but worked fine.  I think the problem is redirect URL, but I copied it directly from the documentation with the prefix of the client instance, but I may be missing something here. Here is the connection, so this part is working: Error message when clicking the “ESIGN” button in the middle of the screen:Redirect URL Format: 

3
robgriffin00
Freshman I
2 months ago
asmith50
Jr Varsity III
asmith50Jr Varsity III
asked in ISV Solutions

Anyone else having issues with the Acumatica to Outlook integration?

I recently upgraded my Microsoft Outlook to 1.2023.807.100 (Production) and client version 20230804005.15. Now I have lost all functionality of the Acumatica integration with Outlook. Is everyone else having the same problem?

2
Chris Hackett
Community Manager
2 months ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

The file exceeds the maximum allowed size (25000 KB) Error during attachment upload

Hi,My application generates new Bills in Acumatica via REST request.if document’s size is less than 25mb everything works fine, new bill is created and document is attached to it, otherwise if documents size is > 25mb, I receive this error.Is there any configuration parameter in Acumatica to increase allowable size of the document ?

2
I
Varsity I
2 months ago
J
Freshman II
jhouserFreshman II
asked in ISV Solutions

Current Survey functionality in Acumatica?

Hi everyone,Have a client looking to send and manage surveys using Acumatica, perhaps with a Surveymonkey integration. Everything I’m seeing (including the latest GitHub package) is about 3 years old. Does anyone have info on a current option?

1
darylbowman
Captain II
2 months ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

How to pass 'Owner' field value into Bill

Hi,I am trying to create Bill with ‘Owner’  field via such request{      "WorkgroupID": {    "value": "AP Processors"  },  "PaymentMethod": {    "value": "FEDW-IRE"  },  "Vendor": {    "value": "ASIV1yuotu0137"  },  "Company": {    "value": " Energy"  },  "OwnerContact": {    "value": "Diane Lehr"  },  "PostPeriod": {    "value": "08-2023"  },  "Branch": {    "value": "6400"  },   "BranchID": {    "value": "6400"  },  "Type": {    "value": "Bill"  },  "Owner": {    "value": 18897  },  "VendorRef": {    "value": "1135244"  },  "AccrualAmount": {    "value": "18,561.64"  },  "Date": {    "value": "05/29/2022"  }}I want to pass to Owner definite value but it’s type is intHow to get this value for specific Contact name and pass it correctly for new Bill entity?

16
darylbowman
Captain II
2 months ago
I
Varsity I
IvanVarsity I
posted in ISV Solutions

Could not set value for field named "Owner" in Bill entity at 'Financial' tab

Hi,I am using application that generates json request for creating new Bill itemNew bill is successfully created, but filed Owner does not contain my value, which I sent, it contains some default valueI checked endpoint configuration and checked Owner value availability in system and I can’t figure out why Acumatica does not set my value to this field.I there some specific configuration should be done to achieve this ?Here is my request :URL : https://ccgijkhlm.acumatica.com/entity/DocEndpoint/20.200.001/BillBODY : {   "Date": {    "value": "01/20/2022"  },  "VendorRef": {    "value": "byIvan"  },  "Vendor": {    "value": "V00032346"  },  "Branch": {    "value": "CCG234MAIN"  },  "Description": {    "value": "PO0002342345246"  },  "DueDate": {    "value": "9/14/2023"  },  "Terms": {    "value": "NET30"  },  "Owner": {    "value": "Lehr"  },  "WorkgruopID": {    "value": "AP Processor"  }    }

5
Chris Hackett
Community Manager
3 months ago
J
JDelDosso23
asked in ISV Solutions

Has anyone integrated Autotask PSA with Acumatica?

We would like to integrate with out PSA but unsure if any providers make this possible. 

1
S
Freshman I
3 months ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

Branch, locale and company parameters usage for Authorization request to Acumatica

Hi,For Acumatica authorization such request is used URL : https://ath.acumatica.com/entity/auth/loginBody ;                                              {"name" : "admin",                                             "password" : "somePassword",                                             "company" : "",                                             "branch" : "",                                             "locale" : "en-US"}Sometimes company, branch, locale are obligatory, sometimes are optional.When we use Oauth 2.0 authorization to Acumatica I do not see the usage of these parameters anywhere My question is : Does Oauth 2.0 require company, branch, locale for authorization ?How Acumatica process these parameters for oauth2.0 ?

1
J
Semi-Pro III
4 months ago
F
Freshman I
frankd97Freshman I
asked in ISV Solutions

Bank Feeds 22R2 and Later

Previous to the Acumatica 22R2 version, Bank Feeds were installed as a customization and licensing only monitored the Production Tenant. I was able to support the client when production issues arose by using the Copy Tenant to refresh a “Sandbox/Support” Tenant. In 22R2 and later the bank feed was transitioned to a Feature and not a Customization Project but the new licensing structure is monitoring all Tenants in the Database for License Violations. If the Copy Tenant is utilized for ongoing support the license monitor sees a violation because the bank feed licenses count all tenants. As a result, the Production Tenant Bank Feed is halted until Acumatica Support Intervenes. Is there a new procedure on providing ongoing support using the Copy Tenant feature and not interrupt the Production Bank Feed because the license is monitored at Database Level across all tenants. This makes it difficult to support clients without interrupting production because of this license model.

1
A
Acumatica Employee
4 months ago
aaghaei
Captain II
aaghaeiCaptain II
posted in ISV Solutions

Is there any integration between Acumatica & HeavyJob and/or HeavyBid?

Hello All, Is there any integration between Acumatica & HeavyJob and/or HeavyBid? Or has anyone done something about it?I had a look at HCSS website and apparently they integrate with all ERPs but Acumatica.

5
aaghaei
Captain II
5 months ago
D
Freshman II
dbenningFreshman II
asked in ISV Solutions

Using multiple sendgrid senders for business events

We are running 23R1 and have sendgrid intergrated. We have business events that are trigger-based during various phase of the customer lifecycle ie: Opportunity is created, Project is assigned, Waiting on material, XYZ. We would like to use multiple ‘from” domains and multiple “reply to” domains so we can triage replies to cases (think zendesk lite).  In sendgrid I can create multiple single Sender Verifications ie (Support@domain, Sales@Domain, estimating@domain), however acumatica only has one sendgrid email account (email service plug in) that has the API where I can import templates. Below are 4 examples of what we’d like to accomplish: 

3
Chris Hackett
Community Manager
5 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!   

7
B
Freshman I
5 months ago
A
Freshman I
APistoriusFreshman I
asked in ISV Solutions

Point of Sale Module / Integration for Restaurant / Golf Course / Country Club?

Does anyone know of a good tool to integrate a Golf Course / Country Club / Restaurant with Acumatica?   Currently on 2022R2

3
kandybeatty49
Captain II
5 months ago
Joe Schmucker
Captain II
Joe SchmuckerCaptain II
asked in ISV Solutions

SOS! How to add a restriction to a View on the support case screen in the Portal

This is kind of an SOSI would normally spend a few days on a project before asking for help, but I’ve been given a fire to put out which has a significant impact on the customer.On the customer portal, users are able to enter support cases.  I need to limit the support cases that show up in the grid to just cases created by the contact that is logged in.  Right now, all cases are being displayed for any user.  The users are simply contacts for a BAccount “PORTALUSER”.  So, when that contact logs in, they see everything for that baccount.My thought is to somehow change the view on the grid so that it adds a where condition CRCase.contactID =  AccessInfo.contactID.FromCurrent()It looks like I need to modify the FilteredItems view.   Can I override this?  Or, is there some way I can override one of the screen events to restrict the Case view?I’m also trying to find out how I can get the contactID of the current user.I can get the userID with this code:            Guid? currentUser = Commo

3
Chris Hackett
Community Manager
5 months ago
hsarjapur
Varsity I
hsarjapurVarsity I
asked in ISV Solutions

AWS S3 integration

Just checking if anybody in the Community know bit more about AWS S3 - External file storage integration. Any guidance or insight how to select the best S3 storage for Medium/M Resource level of Acumatica, what specs we may be looking for? And what pitfalls to avoid. I did check with Acumatica support and there was not much help either, so asking the community if anybody has any insight on this topic.Thanks 

13
TimRodman
Semi-Pro III
5 months ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

Cash Account cannot be empty Error during Bill creation

Hi, I faced with such error while trying to insert such set of data to AcumaticaURL :https://Agroup.acumatica.com/entity/ARTSEndpoint/22.200.001/BillBODY :{  "VendorRef": {    "value": "00067001"  },  "DueDate": {    "value": "05/22/2023"  },  "Vendor": {    "value": "PU0262"  },  "PaymentMethod": {    "value": "BACBOS"  },  "Date": {    "value": "05/22/2023"  },  "Description": {    "value": "docAlpha BatchID \"25270\""  },  "CashAccount": {    "value": "10305"  }}The error is the following I tried various values for this field but result remains sameI mapped this field in EndpointWhat Can cause such issue ? 

4
I
Varsity I
6 months ago
G
Varsity III
girik06Varsity III
asked in ISV Solutions

How to update IsAllocated checkbox under Sales Order Line Details from Custom Production receipt screen release?

Hi,In My ISV Product,I need to update Allocation check box in Sales Order from Material receipt release.(Inventory QtyAvail < 0)I wrote code to update IsAllocated=true for Existing SOLineSplit. After Material Receipt release getting Base SO code Exception that “Qty will go Negative”..So that I am unable to update Allocation in Sales Order.Error is populating at g.Save.Press() from the Below Image Is there alternate code to update Allocation.   

0
G
Varsity III
6 months ago
F
Jr Varsity II
FrancesPantelidakis24Jr Varsity 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 

8
K
Acumatica Employee
6 months ago
A
Freshman I
annekseymourFreshman I
asked in ISV Solutions

Carrier Integration using Customer Account

We are setting up with a retailer and have to use their account.  I am unable to know what some of the information for the following:  Where do i find this or is there a way to use their account without that information?ACCESSNUM The access code according to your agreement. ENDPOINT The URL of the UPS service. SHIP ENDPOINT The URL of the UPS ship service according to your service agreement. TNT ENDPOINT The URL of the UPS Time-in-Transit service according to your service agreement. VOID ENDPOINT The URL of the UPS void service according to your service agreement.    

3
nathantrauscht
Semi-Pro I
6 months ago
nathantrauscht
Semi-Pro I
nathantrauschtSemi-Pro I
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

5
jeremyd45
Semi-Pro III
6 months ago
I
Varsity I
IvanVarsity I
asked in ISV Solutions

Execute JavaScript code in Customization Project

Hi,Is it possible to run JavaScript code in Acumatica Customization Project ?Earlier I made customization project via c# codeI created customization project and implemented some business logic,Now I need to run some JavaScript code in Acumatica customization projectIs it possible to add js file to Acumatica solution which will be added to Acumatica customization project.If it possible, How can I do it ?

2
I
Varsity I
6 months ago

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