Solved

I am looking at adding a GI for customer Service Order lookups, that will allow me to issue user credentials to a few customers.  From there they can look up basic information on all their current Service Orders.  Unfortunately it does not appear that the Self Service Portal is capable of Service Orders, only cases.  (Hopefully they will add this natively soon).I was hoping to create a Dashboard that would show the relevant information but that was tied directly to a login.  It doesn’t look like you can create an Attribute directly for the User but you can for the employee.  I was thinking about creating an Attribute at the Employee Class level “Customers”, that allowed for me to enter the customer number assigned to the login.  What I don’t know how to do, is to associate the GI with the current person logged in and place a condition in the GI that looks at the Attribute (Customer) and filters the customer based on that info.  Any thoughts, or potentially better avenues to go about th

The 23R2 release notes documentation mentions that a method (ConfirmPackage) was removed.  However, the full release notes doesn’t mention how the Pick/Pack/Ship classes were refactored. Does anyone know how to replace this method?  I need to override the Process() method in the PickPackShip.ScanCommand class to automatically Confirm Package. 

In 23R2 is it possible to restrict user access to lead, opps and BAs using sales territories? My exploration suggests not, but I wanted to ask on the community in case I have missed something obvious.

I have an import scenario that will create sales orders from files added to an FTP server. I can set up an automation schedule to run the import scenario (we need it to import multiple times a day), however it is unpredictable when new order files will be added to the FTP site and I don’t want the import scenario to run if a new file hasn’t been synchronized, otherwise it will create duplicate sales orders in Acumatica.Anyone have any direction on the best way to go about this?

Good day,I have setting questions;  Is there a purchase order setting that will allow the user to select the item(s) they want on the purchase receipt when here are multiple line on the PO.  Right now, when the user creates the purchase receipt  they delete the items not received.  It causes the PO to remain open but if they forget or move forward we can receive items into inventory that have not been received.  I want to user to be able to select the line(s) on the PO first and then only those items will be on the PR.Any suggestions.@Evan G 

Hello community.  In the code below I am doing a few things, creating a sales order of the transfer type from shipments of the receipt type. I am saving the shipment number to the transfer order and the newly created sales order number to the shipment. It is doing exactly what I want minus saving the new SO # to the shipment record. I am doing this in an enclosed “using (var ts = new PXTransactionScope())” and was wondering if its possible I am not able to update multiple graph instances at once? Or is there another issue below that is not saving my SO # to the shipment record? I have the correct order number coming back into the code in my PXTrace. Any ideas? Thanks in advance! public PXProcessing<SOShipment, Where<SOShipment.operation, Equal<SOOperation.receipt>, And<Where<SOShipmentExt.usrToTransfer, IsNull, Or<SOShipmentExt.usrToTransfer.IsEqual<False>>>>>> shipments; public createTransfers() { shipments.SetProcessCaption("Process")

I want to override the sold since radio button in “Inventory Lookup” panel on Sales Order screen, so that, it will display non stock items. 

Hi all,Sorry if this question has been asked before, but I couldn’t find any related topics so if it does exist, please can someone point me to that :) I have a question related to the implementation best practice for customers who have existing stores. From what I can see, both BigCommerce and Shopify only support “Export” operation from ERP > Store. Let’s say in their stores, they already have a number of products. These products are exported to excel, provided to the implementer to import into Acumatica using an import scenario. Then, we set up a sync to export these products again to the stores:Wouldn’t this duplicate their product list? In relation to the above question, if it doesn’t, how does the system know a product in ERP is the same product in the store? Similarly, for customers, how to link an existing customer record in the ERP with an existing customer record in the store? this can be important to some businesses if they want to reserve the past/historical orders infor

Is it possible to have a finished good in a BOM?  Would the production order process the components with the BOM?  For instance, if we need to add a few components to an already defined Finished good.

I am doing an import of contacts and there are 2 custom attributes on the contacts that need to be pulled in, one of them is the Campaign name attribute and the other one is Industry type attribute. how do I go about mapping so that I can have both attributes mapped in the Import scenario? here is the screenshot of the mapping as it is now but it doesn’t pull in anything other than the Campaign attribute.  

Has anyone had any success using a Business Event to attach a Sales Order to the Relationships tab on an Opportunity in 24R1?  I have tried with an import scenario with no success.  I get this error in the Business Event history: 0 records of 1 have been processed. The last error was 'TargetNoteID' cannot be empty.  I’m not sure what is expecting the ‘TargetNoteID’.  Any help would be appreciated.  Thanks!

Customer is printing large number of custom labels (5000) and finding only half will print and then stopThe print preview has all the labelsWould their be some restriction on this ?Would their be something different in 24R1 vs 23R1 ? 

Just started using Acumatica 5 months ago and I am the person at my company responsible for getting it sorted out for the other employees...so I’m the pioneer that gets to take the arrows learning how to use the software...so my question is this..I want to know if there is a way to make kits (aka custom assemblies) in Acumatica?For example, Lets say we take 2 -3 stock items and want to bundle them together as one part number for a customer. In this example we would have one custom part number that includes those 2-3 parts, perhaps some labor and then all those items roll up into that custom part number with a custom price.Currently I see how to do it in the software, but it requires us to go to the “stock items” page.. make a part number.. then run over to “Kit Specification” area and build it out… then run over to the “Kit Assembly” area and type in the part number once again and “assemble” it… and then run back to the “stock items” page to see the price. At which point we can go back

Hey folks,I have a Shopify order which had Item A.   Item A does not exist in Acumatica and we tried to sync the order and it failed as expected. We changed the item to Item B which does exist, and removed item A from the order and restocked in shopify.  The order still refuses to sync in ACU claiming that ITEM A does not exist in ACU: The XXXXXX item in the XXXX store does not match any item's inventory ID or alternate ID in the ERP system. Make sure an item with "XXXXXX" as an inventory ID or alternate ID exists in the ERP system, and process the record again.It appears to still be in The JSON file as well...any thoughts here?

Hi,I’m encountering an issue when trying to import the sales price using an import scenario. The error message I'm receiving is: 'Expiration Date' cannot be empty. However, I have already mapped the Expiration Date field, and it contains data.I am currently on version 2024R1 (Build 24.109.0016+).Could you please assist with this issue?Thank youJennifer

Hello,I’m trying to edit the default Landed Cost GI (PO3030PL) to also include just two more columns on the results grid – the Purchase Receipt Nbr and the Purchase Order Nbr. This will help our accounting and logistics teams more easily match landed cost to invoices and reconsiliations since the invoices are always by PO or PR. I found the correct tables to add and can grab the field on the results grid, but the column(s) can’t pull data since it’s flagging the relations tab not joining the tables correctly. However, I’ve tried adding the new table as both inner, right, and left join but none of those work. Can someone let me know what the ‘relations’ tab should look like in order to make this work? (Add X as a left join… etc) Screencap below is what relations tab looks like without me adding anything.   

hello all,I have been working on an Import scneario to override the Mail recipients for Invoice Mailing ID where i am looking to add the recipients’ mail ids as Cc. Below is my import scenario:Even with this, the contacts as getting imported as To instead of Cc, highlighted in below screenshot: Thanks.

Hi community members! I am looking to build a GI that lists all Vendors and the Date the Last PO was placed with them. It would be nice if the last PO number also was returned. I have left joined the Vendors to the PO’s and have the dates and fields mentioned above but, of course, the vendor repeats with each different date. I tried to use a Max formula on the PODate field to get the most recent but, no luck. I also tried grouping but the date returned is not always the Last PO Date in the system. Any ideas on how to accomplish this? 

Hi Sir I have set a recurring transaction , start date is 1 Nov , run at every month and end of the day.However , i did not see any recurring transaction generate on 30 Dec 2020 for the below, does it mean i  need to go recurring transaction to “ RUN NOW” instead system can run it for us?  

We have a few of our generic inquires that have disappeared on our favorites screen and we are now unable to even search for them. We now have to go to generic inquires, type in the inquiry title, and view the inquiry to get the needed information pulled up. Any advise on how to fix this or how this may have happen to begin with?

We recently upgraded to 24R1, Build 24.109.0016.  We have a cloud installation.We are trying to copy Live information into our “Test” tenant.Normally we would export the snapshot, and then delete a few of the big files (like audit and emails), then upload the zip file.  This time however, we could not edit the zip file.  So we extracted it, removed the two xml files, and then zipped it again.  We couldn’t upload the zip file.This has never been a problem before, and we have tested this problem on two PC’s.Any idea on why this problem is occurring now and not in previous releases?  Also, a local copy of 24R1 doesn’t cause this problem, it’s when we are uploading it to cloud that we have an issue. 

Here’s what I’m doing now in SOAP to Record a CC payment:            var pymtSchema = _context.AR302000GetSchema();            _context.AR302000Clear();            var commands = new List<Command>();            try            {                _context.AR302000Clear();                commands.Clear();                commands.Add(new Value { Value = "Payment", LinkedCommand = pymtSchema.PaymentSummary.Type });                commands.Add(new Value { Value = paymentRefNbr, LinkedCommand = pymtSchema.PaymentSummary.ReferenceNbr });                commands.Add(new Value { Value = bt_transactiontoken, LinkedCommand = pymtSchema.PaymentSummary.PaymentRef });                commands.Add(new Value { Value = bt_transactiontoken, LinkedCommand = pymtSchema.RecordCCPaymentCCPaymentData.PCTranNumber });                commands.Add(new Value { Value = "OK", LinkedCommand = pymtSchema.PaymentSummary.ServiceCommands.DialogAnswer, Commit = true });                commands.Add(pymtSchema.Actions.R

Here’s the URL I tried with a POST method in Postman:https://sandbox.com/AcumaticaERP/entity/Default/22.200.001/Payment/ActionName Question: is there a way to pass a value to the popup window that is display when the Action is invoked?  maybe I also need to pass something so it can submit this value?I tried to add the popup box field name but it’s not working...{    "entity": {        "Type": {            "value": "Payment"        },        "ReferenceNbr": {            "value": "598035"        },        "PopupFieldName": {"value": "abc12345xyz"}    },    "parameters": {}}

Client wants to drop licensing for a couple of items.  I have not had this before.  Are there issues/concerns or does ACU just give them a new license and the feature is disabled?  Any data concerns etc.?•    Looking to remove CRM and Case Management •    Looking to drop multi-currency as well

 Hi Community,The error i am getting, is when my service order record has records under the details tab. When i go to the Financial Tab and try to change the billing customer field i get the following error:  Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field BillCustomerID: Unable to cast object of type 'PX.Objects.FS.FSSODet' to type 'PX.Objects.FS.FSSODetEmployee'.. This version of acumatica is 2024R1 and is one of acumatica screens where i have not done any customization to it. Any help will be appreciated. Regards,Joshua