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 Hi all, I have a custom action on my Sales Order screen which sends an email to the customer of a selected order. Currently we are manually clicking this button for each order. Is there a way to access these actions via REST API given the Order Nbr? Or alternatively is there a way to “Add Email” to an order via REST API? Thanks!   

Hi All,Is there a way to add AlternateID column to the  "Add PO Receipt Lines" Dialog in AP Bills? The screen looks like a GI, but probably not.  I am a beginner with customizations.  I located the screen and dialog box in customization and it looks like AlternateID is not one of the fields available.  It appears that a view is being used to populate this.  We are a SaaS customer, so I do not have direct access to it.  Any ideas on how to proceed?Thanks in advance. 

I want to forcefully input Data in UpperCase Only

how to see the company list example (27im95.acumatica.com) this site how can i enter?

Morning All, How do I change the Welcome to Acumatica behavior. I need that the system must send the password to the new user. It is now sending it as per below. Contact your system administrator for password.thxDries

How do we Override email for Customer statements? When I select Recipients→ Override Recipients, the account default email still appeasrts in the Recipients section. In the image below, we only want the Statement to be sent to the Contact email and not the Billing email. The Billing email will not delete or allow us to overwrite it.   

I tried using the following PUT method in Postman:https://sandbox.com/AcumaticaERP/entity/Default/22.200.001/SalesPricesInquiry?$expand=SalesPriceDetails   However, I have to wait 5 minutes until I get a “Could not get response” message when I use this body:{    "SalesPriceDetails": [    {        "InventoryID": { "value": "00099-00098" },        "PriceType": { "value": "Customer Price Class" },        "PriceCode": { "value": "VIP" },        "UOM": { "value": "EA" },        "Price": { "value": "149.44" },        "Currency": { "value": "USD" },        "EffectiveDate": { "value": "2022-03-01T00:00:00-08:00" }             }]}

Hello,  It’s worth asking rather than googling. Does Acumatica Mobile app exposes Shipment Screen ID SO302000 by default or is there a custom package which shows how to do it? We can add shipment screen in Mobile Application in Custom package, but doesn’t Acumatica have these already defined with the structure required for all users to view the shipment screen and to take action? We have several defaults provided but not few other important screens like Shipments, we do have WMS but that doesn’t list shipment screens either.Has anybody done the Shipment screen for view of shipment document, if you can share the container information of showing that wld be awesome. Thanks 

I’m working on a Generic Inquire to pull data from GLTran.  That table as separate fields for debits & credits.  I’d like to build a result grid field that shows the net debit/(credit).  But, when I create a result grid field as follows:=[GLTran.DebitAmt] - [GLTran.CreditAmt]the output appears to be a string.  I’ve tried all of the conversion functions and the result doesn’t change.  When I export the query to Excel, the column is all text.HELP!!!!!

Hello, I am creating a processing screen that pulls in shipment records of the receipt type and running into a small issue when creating the BQL statement to do so. You’ll notice below I am trying to join an enclosed condition with the condition to check if the shipment is of the type receipt. I’m not entirely sure what to add inbetween the commas after the “Where<SOShipment.Operation,” as I can’t simply type “R” (value stored in SQL). Is there a way to go about this? public PXProcessing<SOShipment, Where<SOShipment.operation,, And<Where<SOShipmentExt.usrToTransfer, IsNull, Or<SOShipmentExt.usrToTransfer.IsEqual<False>>>>>> shipments;SQL:select * from SOShipmentwhere Operation = 'R' and (UsrToTransfer is null or UsrToTransfer = 0)Thanks,Adam

Hi - we are trying to generate a time card and it’s pulling the year of 2091. Nowhere in this employees record states a future year. The hire date is in 2024. Where would I find how to change this? Thanks 

Does Estimate Lead Time (Days) actually translate to Lead Time in the Stock Item? It appears its just a text field but I have not gotten it to populate anywhere when using Create Inventory Items. The definition does not actually indicate anything other than a user enterable field.   

Hi. When the user inserts a line level record in the applications tab of the Invoices form I need to update one of my custom fields. I’m trying to update my custom field which is the UsrTotalCreditDue with a calculation of the values that i get from the two data views. In the code i am also printing the values to the trance. The values get updated in the trance but doesn’t update the field. How can i fix this ?Trace Values Customization Code 

Is there a formatting code that will decimal align numbers so that the decimal is aligned for both positive & negative numbers when you use brackets for negative numbers?  Acumatica does this:  1,000.00(1,000.00)instead of this 1,000.00(1,000.00)TIA

Every month expenses are accumulated in an account/subaccount combination that identify an expense account and cost center in which equipment repairs have been performed. At the end of each month these equipment repairs are to be reallocated, to a fixed set of 5 account/subaccount combinations. The allocation percentages will depend on the source cost center and will be on a different percentage basis, depending on the percentage of time spent working on the equipment for respective departments. The desire is to build a history of allocation rules, ideally by using a statistical ledger with the different allocation percentages.I can't figure out how to have a different set of percentages apply to the allocation from each source unique cost center when the destination accounts/subaccounts are constant without building a different allocation for each source/cost center;  that could number in the dozens or more VERY quickly    

I’ve been using the SOAP ValidateAddresses Action to validate the BillToAddress and ShipToAddress on my Sales Order.  However, I can’t find any documentation for how to do this in REST.  Can someone please offer some advice and, perhaps, an example for doing this in Postman?  Thanks you in advance.

Our company uses the RR order type for RMA’s. We create the Receipt line item and the Issue line item.Sometimes the issue line is sent before receiving. This makes it unknown if the repair is covered under warranty until after we receive the equipment back. There should always be an option to create an invoice after the evaluation is complete. However, when its covered under warranty, no invoice is needed.The question is that all shipments are left open and waiting for the next step of prepare invoice. How do I select that no invoice is needed and close the RR order? 

We want to make sure we are paying the right amount of money to our vendor . We do not want to overpay or underpay. I would like to know how to achieve three way matching in Acumatica.

Hi All,I want to track the time spent on support cases made by our clients in support portal. (According to service level agreement-SLA)PS-Currently we record the time manually. But we want to track time automatically through a running clock according to the status change.It should work as below,Once the case is taken (take case) by one of our team members and the case is open, an internal clock, should run until we close the case. If we put the case to pending customer status, clock have to be stop from our end and once the client is responding to case once again, and status change to updated clock have to run again till we close the case.Furthermore, when we change the status of case to pending customer and if they(client) do not reply in two days (48 hours), an automatic email has to be sent to the client reminding them to reply to the case. This may be done using a business event, but I have no idea, how to map the time to Business Event.If anyone know the solution to this or use s

Hi, how can I schedule a report to be automatically generated and emailed to my customers whenever a new report is available based on specific dates? Additionally, the system currently only allows exporting the report in PDF or Excel format, but I need it in a text file. Is there a way to automate this entire process in acumatica Like using buisness events or any other thing? Or If I try using Python for this, will it cause any issues with Acumatica? Please guide me.

Trying to set up the FedEx Shipping Integration. The carrier page seems to be working, however the external application is not connecting correctly. Is there a guide how to set this up? This guide goes over FedEx integration, but PX.FedExCarrier.FedExCarrier and not PX.FedExRestCarrier.FedExRestCarrier.

Hi All,Is there any way we can update or change the salesperson of a released invoice without cancelling that invoice and re-issuing a new one?

Hello all,I have a scenario where I have multiple projects and have around 10 employees working on each of these projects.Now it is not mandatory that all these 10 employees would have a different rate for all these projects. Only 2 or 3 employees, lets say, would have a different rate whereas the rest would follow the standard rates. I came to know about the rate tables, rates types, rate lookup rules , but in case where I am looking to not upload the std rate each & every time whenever a new project is added. I am only looking to add a new rate for those employees who will not be going to follow the std rate.How can I setup the Amount calculation formula under Billing rule? Thanks in advance.

We want all of our MTO production orders to be linked the sales order. I also want our Production Orders for Subassemblies to be linked back to the top level production order. Inventory Planning Display of course see’s the demand but created production orders with no link. Since these items are strictly made to order, this is essential for business.Is there anyway to setup Acumatica to have this occur when a Stock Item is MTO? Or do we need to stick to using Create Purchase Order screen (AM510000)? Any help here would be greatly appreciated.

Hi, All. Is there a way to update the sandbox with the latest data for testing? If anyone can guide me on this, it would be greatly appreciated.