ISV Solutions

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"  },  "Ve

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 

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.

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: 

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

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

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 variou

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.   

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.    

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 ?

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?

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    } Th

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.

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<ICSARAd

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

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?

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

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 

 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  

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

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

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 ?

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!

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.  

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?