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How do we test an email template to ensure it looks the way we want it to when received by our customer? 

How do we add other employee email addresses in place of the Sales email in the From section of our email templates? 

I am trying to figure out how to get the status of an Engineering Change Request to be Rejected. When I reject a request it just puts it back into the On Hold status and allows the user to submit the change again. I’d like to figure out how to Reject it.

Please excuse my ignorance but our organisation is new to Acumatica. We currently utilise an internally created excel quoting template due to complexity and dynamism of quoting requirements. I am interested to find out whether we are able to create a PUT or POST through the API from the Excel document by Product code, Quantity and some other details or if there is a default excel template for Acumatica which we can move our data in to and then import in to Acumatica? Working in both Acumatica and Excel would allow us to build out the quote and then import the data to Acumatica as the single point of truth however have two reference points to ensure we don’t miss anomalies?

I’m trying to invoke the following: GET {{url}}/entity/Default/22.200.001/TimeEntry?$filter=cf.DateTime(f='Items.Date')%20ge%20datetimeoffset'2024-08-01'%20and%20cf.DateTime(f='Items.Date')%20le%20datetimeoffset'2024-08-16'&$select=Date,ProjectID,TimeSpent,BillableTime,EmployeeAuthorization: Bearer {{token}}Accept: application/json However, I receive the following error:{ "message": "You have insufficient rights to access the TimeEntry (PM209100) form." } When I add my user to the “Administrator” role it works fine, but I prefer using a custom role.Which permissions do I need to add to the role to make this work?I’ve tried adding all “Time and Expenses”, “Projects”, as well as “Project Management” permissions to no avail. 

I want the “Mark for Production” checkbox to be selected automatically for certain components. I thought that this was achieved via this screen on the item, but it doesn’t seem to work as I’m expecting it to. Why doesn’t that field auto check/un-check based on the item settings?   

Hi ALL,We have Cases that are repeated periodically every 3 months, 6 months, etc., such as air conditioner maintenance, employee computer cleaning, car maintenance, etc.Take air conditioner maintenance as a specific example. We created a Case called "Air conditioner maintenance" and we closed this Case when it was completed. The air conditioner maintenance work will be repeated after another 6 months. How can the closed "Air conditioner maintenance" Case automatically "Open" again after another 6 months or How can the system automatically create a new Case "air conditioner maintenance" after 6 months? Best Regards,NNT

Did anyone else have their Amazon Connector quit working this morning? Mine has been down for about 5 hours. I have tried the steps I know but haven’t been able to restore the connection. I am receiving the errors found at the end of this post. We are on Acumatica 2022R2 Build 22.219.0015What I tried: Tested Connection - Failed Ran Cloud Services Diagnostics (SM205090) - everything was successful Updated to the latest connector version (2023 R2 Update 11 updated to 2023 R2 Update 13) This was the problem last time we had a connection error.  Re-Authorizing Amazon Connection (second screenshot below).I have opened a ticket with my VAR, but was hoping someone here may have a solution as my VAR has been a bit slow to respond lately. Test Connection ErrorAuthorization Error 

I am attempting to create a dashboard widget that allows the sales reps in our company to track contacts who have a specific value set into an attribute on those contacts, in this case that value is “Garlic 2024”. when I open the all contacts GI and go to the results field for campaigns and either enter “equals Garlic 2024” or the “Is not empty” options it filters down to the campaign contacts properly but when I attempt to setup a filter in the dashboard widget using the same options it returns no results as though it is filtering out everything. is there something broken or am I doing this wrong?I included as many screenshots showing my settings as I could think of to help show what I am seeing here.

Upgrading a customization project from 23R1 to 24R1 I’m getting the following error:PrimaryKeyOf<MyDAC> does not contain a definition for BaseByHere’s the line of code.PrimaryKeyOf<MyDAC>.BaseBy<MyDAC.field1, Config>.FindBy(graph, field1);Is there a different namespace needed or has the BaseBy been removed. ThanksScott

How can I add the Remit to address to a Vendors GI? The account address is already used in the GI and is from the same table and is the same data field as the Remit to Address. The address being pulled for the GI is always the account address and is unable to also pull the remit to address. Has anyone ever tried doing this before? 

Could someone please advise how to update the default Vendor GL information in the location table?I have 650 records that need updating!Thank you.

Hi!  I just took over AR and can’t seem to find an “easy” Excel report for my AR Aging.The ones I have pulled don’t have the Vendor Name on the same line as the invoice detail.  Does anyone have an easy solution?Thank you so much!

Hi,  We are looking at the Replenishment reporting.  We need to plan for future orders, our lead times can sometimes take longer than 3 months to get a stock in. What we need is to be able to plan future requirements.Example:  We have 1 item in stock and 2 on order and there are 3 SO in the system 2 as back order but not showing up on the Replenishment section. So, in effect by the time, we receive the PO we are already out of stock.  So, we would like to be able to review everything in one place to plan future orders to ensure that we have SOH. Our Items are high value, so we don’t hold too many items at the same time.Is there another area of the system that we could extract this information without going through individual Stock items (Inventory Summary isn’t sufficient for our needs and SOH inquiry) Thank you in advance.

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