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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?

Is it possible to create a Widget in a dashboard that can pull from more than one GI? I have 4 GI that I want to utilize for pulling data into 3 Widgets. The main GI is an All contacts GI allowing me to pull the total number of Business accounts tied to a user and the other 3 GI count contacts which have a minimum of 3 fillable fields with some value in them (I created these GI with a custom DAC to get that filter to work through SQL).so the goal I have is to have a live view showing the percentage of owned accounts that have a contact meeting the criteria of the other 3 GI for the sake of gathering KPI statistics on our sales reps rather than needing to input the data and doing the calculation outside of Acumatica.

 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