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Hi Team,Is there any report which can be used as GST return and schedules within Acumatica? One of our client’s need to get the GST returns and the relevant formats from Acumatica. Is is possible? Where to get? Thank You Yashodha

Hi,I am trying to export the formula which has 2 revisions created.When I perform prepare action on export by scenario it fetches records multiple time for both the revision.Is there any solution for not getting duplicate record on export scenario.See the attached screenshot for more clarification on issue: - 

I have create Process screen  I want to insert records in PXFilterProcessing view. But not able to insert records  

Hi I need to populate the value of the shipping terms field in the Customers screen into the sales order header in a custom field. How can I achieve this? This is my code so far.[PXDBString(100)][PXDefault(typeof(Search<Location.cShipTermsID, Where<Location.bAccountID, Equal<Current<SOOrder.bAccountID>>, And<Location.locationID, Equal<Current<SOOrder.shipToLocationID>>>>), PersistingCheck = PXPersistingCheck.Nothing)][PXUIField(DisplayName="INCOTERMS")]Please let me know if I’m implementing the right way, thank you!

Hi All,This may be something I am just missing or having a moment, but when I am trying to show an Account on a Balance Sheet and I put just Description, it is still giving me the Code. Does anyone have a way to get the code off the reporting, I want to show only the description? 

Trying to sync Sales Orders coming from Shopify and it has that error.I also tried for Customers created from Shopify. 

I think I’m not understanding the logic of the Process Invoices and Memos screen (SO505000) First - From the wiki, the only prerequisites mentioned for using this screen are:Email Invoice: Sends the selected invoices via email. The document selected for processing will be emailed only if the following conditions are met: This document has not been emailed before (the Emailed check box is cleared on the Invoices form). The customer account has the Send Invoices by Email check box selected. The Credit Hold check box is not selected for this document.  However - we are seeing that only invoices in a Balanced Status can be emailed from this screen. Once the invoices has been released, your only option to email the invoice using a process screen is from AR508000 This appears to be intentional, although not documented well in the Wiki. I have a hard time understanding why we could only send unreleased SO Invoices or released AR invoices Our issue - we would like to email the SO invoices da

Hello,I’ve not encountered this before.  Take a full snapshot of a tenant that does not contain the UOM “Bottles”.Restore the snapshot into a newly created test tenant.The Units of measure screen in the new tenant has “Bottles” (and a few more that do not exist in the source tenant.I have no idea where these UOMs could be coming from in the new tenant.

Hello all,I have been looking out for ways to find out the list of the transactions/master data where a specific subaccount has been used. How can I get the list?Any suggestions?Thanks.

I am creating forecasts for our revenue budgets by period. I would like a way to create a dashboard where you could see the project forecast visualized by period (i.e. by month).Has anyone visualized a project forecast within a dashboard?Thanks!​

Hi , One of our clients wants to integrate Acumatica with Sales Force, could you please help me with the steps to follow to sync both

I think I need to create a new column set but don’t know how to set up the formula so that in one single report I can view an actual vs budget. Also, not sure if I am able to do this in the ARM reports?

Hey Everyone, I have a unique situation I’ve never come across before. I have a client using the Shopify connector. In their Shopify store they sell the same product with the same SKU as a stand alone product as well as selling it as a part of up to 4 matrixed items. Acumatica only allows us to assign 1 Template item per product, however I need the ability to assign multiple template items to 1 stock item. Ideally I would also need the ability to sync the individual stock item by itself.The primary reason we need the ability to do this is to allow us to sync product availability to the stand alone product in shopify as well as the sock item that is a part of the template items in order for Shopify to have correct product availability for all the iterations that this 1 stock item is sold as in Shopify.I’m hoping someone else may have come across this and might have a workaround or solution. I created a case with Acumatica and they suggested a customization might be the only solution. An

Hello,We are trying to set up a process in Acumatica to send our customers a Courtesy Reminder 7 days before the due date. Initially, we considered creating a Dunning Level with a negative Due Date value, such as “-7,” but it defaults to 30 days, and it seems that the Dunning Level feature does not work with less than 1 day.We understand that another approach could be creating generic inquiries and using business events, but we want to confirm whether the Dunning Letter feature is intended only for overdue documents and not for those approaching the due date.I would appreciate any insights you can provide regarding this procedure.Thank you! 

      I am using a GI as data source, and trigger business event to email sales that some shipline is not shipped in full.      I will list all shortage ship lines in the email body.       It is working fine with the below method.          However, the sales are complaining it is not looked nice,        Like below        Can I make each field display in fixed length, just like what is showed in Report designer?

I’m making a lot class change for a bunch of items and last area I need the clean up to allow it seems to be partially completed production orders.  Any suggestions on the best way to handle these so I can get them in a state I can change the lot class of the finished good?  Or are my 2 options complete or cancel if they still can be?  If so any tips on prep work to recreate the same status and links to POs. 

Hello-I have a custom field that I am trying to transfer from GLTran (Journal Transaction) to PMTran (Project Transaction) when the native conditions are met to create a project transaction on release of Journal Transaction. The issue I’m running into is that that I can’t find a viable method to attach my logic to- I have tried FieldUpdated and RowPersisting on the RegisterEntryGraph to no avail- releasing the Journal Transaction does not trigger any of the events. Anybody have any suggestions on where to tie my logic to transfer this custom field from the GL to the PM? I’m thinking I might have to override the ‘Release’ of the journal entry.. which I would rather avoid if all possible because that adds more complication if the Journal Transaction was created from a separate module first.Thanks in advance!

Hello, I have an entity mapping set up to map the location in Shopify to a specific branch in Acumatica. We use Shopify Plus for both ecommerce and point of sale. Each retail location is it’s own branch. Here is the mapping code to assign the correct branch:=Switch(    CStr([OrderData -> Transactions.LocationId]) = CStr('68260528265'), '10',    CStr([OrderData -> Transactions.LocationId]) = CStr('68260626569'), '20',    CStr([OrderData -> Transactions.LocationId]) = CStr('68260659337'), '30',    CStr([OrderData -> Transactions.LocationId]) = CStr('66861367433'), '50',    CStr([OrderData -> Transactions.LocationId]) = CStr('68260757641'), '60',    CStr([OrderData -> Transactions.LocationId]) = CStr('68260593801'), '70',    True, '00') This works for all orders EXCEPT if the order is discounted 100% so the order total is $0.00Then it appears to not follow any logic here. Any recommendations on how to fix this? Thanks!

Hi All, We recently upgraded to 2022r1 version. In the incoming email GI CO4090PL, we can see the Owner field being set dynamically to the Owner of the respective Workgroup. Is there any setting that controls this dynamic allocation? We don’t want the dynamic allocation to happen.Regards,Vibin

I have a scenario with projects where all costs over the course of the project are accumulated in balance sheet accounts. Once the project is mark as completed in Acumatica, all costs and revenues associated with the project should move from the balance sheet to the P&L. Ideally, this would happen when the project is closed and not when the AR invoice is released. Is it possible to use Allocation Rules to accomplish this? It appears that it can only happen on invoice release. Can I configure a rule that only allocates when manually exectued after the project is closed?

We see many client having outgrown or will outgrown their database sizes.  Has anyone found a solution to purge files?  A lot of these files are PDF’s of documents sent to customers/vendors, excel spreadsheets used to import data during implementation, images or documents like BOL’s and receiving tickets from vendors. etc. I have tried writing import scenarios and even asked for support but there just does not seem to an easy way to get rid of old files.

We have set up email templates for each of our sales team members.  So the salesperson creates emails to customers he / she starts in the CRM module and the customer can see by the signature block in the email template who send the email.  We have a new salesperson and I cannot find where in Acumatica we set these up.  Can someone direct me to where in Acumatica I set up email templates for a user?

I am attempting to create an Import Scenario for pulling the Contact Notes from our old CRM software. while attempting to test to make sure it was working the import completed but it seems that it did not create a note activity on the desired contact despite no errors showing on the import.If I try to bring in the Type for Activity Type I get an error saying that “Error: Type cannot be found in the system”.have I created this Incorrectly?  

How do I apply a restriction to a user such that they can only see documents for ONE VENDOR, not a Vendor Class, just one vendor in particular.I set up a restriction groupType = AEntity = VENDOR (AP.Vendor)Included in the entity list is our ONE Vendor and the included box is checked only for this Vendor. I set the user to having membership in this restrcition group, but they still see everything. I have looked at the documentation and I’m lost on how this is supposed to work, the A vs B groups and the inversals are confusing me. I just need this user to only see thier purchase orders and no one else’s.

Can you enter a blanket purchase order for services(consulting) with Acumatica warning when total invoices have reached the total on the blanket PO?