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ISV Solutions

Discussions about ISV solutions

  • 145 Topics
  • 573 Replies
145 Topics
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 ?

3084
I
Varsity I
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?

4432
Chris Hackett
Community Manager
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 ?

5092
I
Varsity I
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?

20116
darylbowman
Captain II
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"  }    }

855
Chris Hackett
Community Manager
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. 

1181
S
Freshman I
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 ?

1681
jinin
Pro I
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.

2441
A
Acumatica Employee
D
Jr Varsity I
dbenningJr Varsity I
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: 

1733
Chris Hackett
Community Manager
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!   

7497
B
Freshman I
APistorius
Freshman II
APistoriusFreshman II
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

803
Kandy Beatty
Captain II
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

1213
Chris Hackett
Community Manager
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 ? 

2164
I
Varsity I
G
Pro I
Giri KPro I
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.   

440
G
Pro I
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.    

3533
nathantrauscht
Semi-Pro II
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 ?

4772
I
Varsity I
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

1011
W
Jr Varsity III
J
Freshman I
john55Freshman I
posted in ISV Solutions
Using sales tools like Backdrop or Proposify with Acumatica CRM

A client using Acumatica CRM, combined with Acumatica Construction and Manufacturing editions, is considering using a tool like Backdrop (https://backdrop.io/) or Proposify (https://www.proposify.com/) to improve their communicationwith prospects including the delivery of proposals.  Does anyone in the community have experience using these or similar tools and Acumatica CRM?

841
C
Freshman I
Joe Schmucker
Captain II
Joe SchmuckerCaptain II
asked in ISV Solutions
Need help getting a custom field to show a value in a grid

I have several custom fields on the Cost Budget tab of the Projects screen.  5 of them are stored in the DB and they are working great.  My issue is getting a non bound field to display a value in the grid.  I want to pull the Task Description field from the PMTask table and display it.I debugged the rowselected event on the PMCostBudget cache and there is a correct value in the PMCostBudget.projectTaskID field.       public class ProjectEntry_Extension : PXGraphExtension<PX.Objects.PM.ProjectEntry>    {        #region Event Handlers        protected void PMCostBudget_RowSelected(PXCache cache, PXRowSelectedEventArgs e)        {            var row = (PMCostBudget)e.Row;            //PMCostBudget.projectTaskID = 1697        }        #endregion    } The DAC extension for this field is as follows    public class PMBudgetExt : PXCacheExtension<PX.Objects.PM.PMBudget>    {       Not showing the 5 db fields here for brevity - they work fine.        #region UsrTaskDescription     

4604
Joe Schmucker
Captain II
G
Pro I
Giri KPro I
asked in ISV Solutions
How to Exclude Tables while Importing/Restoring snapshot inside the Pkg?

Hi,I have created New Customized tables in ISV Solution.How to Exclude Data of New Customized Tables while Importing/Restoring snapshot through the Package?Thanks,Giri.

2184
Dmitrii Naumov
Acumatica Moderator
Joe Schmucker
Captain II
Joe SchmuckerCaptain II
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)){       

49913
Chris Hackett
Community Manager
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 ?

1035
Chris Hackett
Community Manager
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?

1571
Kandy Beatty
Captain II
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.” -

280
I
Varsity I
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  

481
aaghaei
Captain II

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