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Hello Everyone,We are trying to update some Leads we have in the system to assign a proper Owner to each of them.  I’ve tried all different kinds of mappings for the Owner column and it just will not update.  No errors either.  I have attached the XML and a sample of the Excel spreadsheet we are using for the Data Provider.  Any help would be great!  Thank you-

We created a system email account for the user.We assigned it to the user on the Email Accounts Screen as shown. The reply address was populated as well on this screen.When I log in as this user, and email a sales order, PO, etc.  the email says it is from the default email account in email preferences.  We want it to say it was emailed from this user’s email address. 

Hi There,We wonder if anyone is able to get the Notes and attached file from the Sales Order to transfer to the Production Order?  We checked the settings for the Order Types (ie. for both Sales Order Types and also Production Order Types) but the copy notes option is not there for Production Order.  Please advise if the setting is elsewhere.  Thanks...

We get an error that says - ‘This MySqlConnection is already in use. See https://fl.vu/mysql-conn-reuse’ when we try to ‘complete’ large appointments.  Once we get this error message we are unable to cancel, alter, save, complete or bill this appointment.This has happened on appointments ranging from  25-45 lines.Anyone have any idea why this is happening and how we can get around the issue?

I want to have a generic inquiry form with 3 columns : Inventory ID, receipt number, quantity on hand.Does anyone knows how can I get these data from database?I can see this form on Adjustments screen. but can not see the details from here. 

We are trying to setup Approval Maps, but the option is missing. I do not see it in the Access Rights menu either, so I do not think it is a permissions issue. Any ideas?Acumatica 24R1 - SaaS Always Current by Acumatica  

I’m trying to closed production orders. Some of the productions routers have labor from mid 2023.  The routers that the outstanding labor are from former staff who no longer work here.  They are still clocked in and when I try to clock them out the following error is generated.  “Error: Inserting “Clock Transaction” raised at least one error.  Please review the errors:  The financial period is closed in the company” Does accounting have to re-open the financial period? Is there a way to delete the labor?

Does Acumatica have an import scenario where .png files can be uploaded through a import scenario? We have 40k images and need a solution for this.

Is it possible to Create Purchase Order from Project PM301000?We set all items we use for that project on Cost Budget Tab (including inventory id, qty). When creating PO, we will go to Purchase Order PO301000 and add ADD PROJECT ITEM, and only inventory id goes in. We expect the system will take the qty & unit from Project so we don't have to input that data again.  

Unlike most of the other tables, Account Details doesn’t have the tab to say what the Generic Inquiry Table for the report is. It doesn’t seem to be API-AccountDetails, as that Inquiry is missing both the beginning and ending balance. What would be the source for the Account Details data?

I am trying to create a GI that pulls the sales orders as well as the PO orders tied to them to the same GI but I am having trouble figuring out how to properly link these two tables in relations to get the data to pull properly. 

HiI found a post with a method to create timecards from a generic inquiry linked to a business event. This was exactly what I was trying to achieve and so I imported the xml for the GI, business event and import scenario.When I ran this, I got an error in the business event saying “Error: ‘Employee’ cannot be found in the system”. From the Business Event History, I can then EXECUTE the subscriber error manually and the process works fine - the Time Card is created. I tried to resolve this and followed other similar posts but still no success.I have simplified the GI and Data Provider and Import Scenario so that it is now very basic. I also setup an Import Scenario using Excel as the data source. This worked fine for the same employee, so this suggests to me that the data is correct and I have security rights to do this.Any suggestions would be really appreciated. I’ve attached the GI, Business Event and Import Scenario Thanks, Kevin

We are a wholesale distributor in a B2B setting. We have a minimum order of $500 to get free shipping, and this is based on the actual available to ship inventory, not the order total. Basically, if you order $500 from us, and 1 item is backordered so the total available to ship is only $450, you will need to either add on more items to hit $500, pay the freight to ship to you immediately, or wait until the backordered item arrives in stock.In the Sales Order screen, Acumatica shows the order total. When a shipment is created from the sales order is there a way to get the dollar value of the shipment to show anywhere? We need to know the total value of what is actually shipping.I am hoping one of these options would be easy-ish to make work? Is there a way for me to do this, or has anyone had to create a report or GI that calculates this they can share?2 possible ideas?Thanks for any insight!

When we run MRP the Type of consolidation is often applied as expected but we are wondering if there is a way to dig deeper and see what Records the Consolidation consists of?Cannot seem to find anything for that

Has anyone runs into issues with cycle counts within Acumatica… we have more and more customer wishing to do specific cycle counts that Acumatica can not do…. 

My client would be sending several items to an outside processing center, on a purchase order/transfer, that would be assembling them in a kit, and then the client wants to receive the kit back into inventory.I liked Outside processing without manufacturing mode, except for it didn’t provide a solution for how to receive the processed item in as a separate part number, and I also need to assemble the kit, which I feel a business event could handle on receipt of the kit item number.

Hello,I am trying to use Core.Comparator.Pdf.Compare that comes with Acumatica Test SDKBelow sample code that should compare PDFs created from the same report but for different shipments.MagickNET.SetGhostscriptDirectory(@"C:\Program Files (x86)\gs\gs10.03.1\bin");var file1 = new FileInfo("C:\\Users\\abaranov\\source\\repos\\gitlab-hemasource\\HSAutomatedTests\\HSAutomatedTests\\bin\\Debug\\SO642003_689445.pdf");var file2 = new FileInfo("C:\\Users\\abaranov\\source\\repos\\gitlab-hemasource\\HSAutomatedTests\\HSAutomatedTests\\bin\\Debug\\SO642003_689455.pdf");Comparator.Pdf.Compare(file1, file2);Comparator executes without error, but all I see in the log is just saying there is data mismatch (see screenshot)Is it all I should be hoping for?I expected images of both files with highlighted regions showing where exactly mismatch isBest regards,Andrey

Looking for some advice to re-create a sales order confirmation with OOB options. I’m trying to create a sales order confirmation that shows the sales UOM total, and how main containers that would create. For instance, a 55 gallon drum = 1 each. If the sales UOM is gallons the sales order will say we sold 55 gallons. I would like the confirmation to also show that we sold 1 each container. The pricing for the material only needs to show in the sales UOM so i don’t need any additional pricing structures. The photos below illustrate how the shipment confirmation would read left to right but the stock item ID and/or description would be in line somewhere  Packaging information sales uom quantity and pricing  

Hi,I’ve added a line graph to my dashboard and I’m having troubles making it look how I want. How can I increase the thickness of the lines?And I’d like to change the colour. I’ve clicked the colour buttun, but an “expression editor” is the next step??  

I have a user who needs to log in and view only two specific dashboards, both of which are powered by a single generic inquiry (GI). While everything is functioning correctly in terms of dashboard access, the user is also able to access the GI directly, which I would like to prevent. Is there a way to allow the user access to the data from the GI without displaying the GI itself on their screen or allowing them to click into it? I tried unpublishing the GI from the UI, but this removed my ability to manage access permissions.

I have a customer on 23R2 trying to calculate depreciation for 8400 assets.  The process times out every time, they have to break it into smaller batches with inconsistent results.  Are others having this issue?  Any suggestions? Thanks,

Hi Everyone, I am trying to create a GI for YTD Sales vs PY YTD Sales and need the tax value in another column. I found out that ARTaxTran would be the right table to use but I am not able to join it with the ARInvoice. Any help on how to add a relation between these two would be appreciated. Thank you!

Hello!  I just attended @Igor.Leybe webinar (which was excellent!)I am looking for clarification.Portal Payment | Community (acumatica.com) The explanation on the link above sounds different than what heard on the webinar. On this link, it sounds like you need CRM and the Portal to enable the Portal Payment. On the webinar, it sounded like it was a less costly option if you don’t need the full portal?Please clarify - can you get the Portal Payment (with Acumatica Payments) only - without the full Customer Portal.  Is there a cost to this?This is a screen shot I took from the webinar:  Thank you! 

Hello, I use environnement Acumatica version 23.213.0015.In the page Employee Time Cards (EP305000), i would like to be able to approve the Materials tab like the Detail tab in the page Approve Time Activity Summaries (EP507030). I would like to know if someone already added an approbation for Material or have a better idea than to add the EPTimeCardItem in PMActivity. Thanks,

Hello, I created a report that print labels for items on purchase receipts. I want to have the ability to select one inventory item off of that PO receipt to be reprinted. I added a parameter for InventoryID from the POReceiptLine.Inventory ID field. However, when I open the dialog window, the system shows all the items in the system and not just the items on that Purchase Receipt. I would like to filter the Inventory ID field to just the items on the Purchase Receipt. Is it possible without customization?