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Hi, All. I have .bak file that have my company Acumatica data. I need to create new env using this .bak file and need to test data in acumatica. My question is how can i use this file. Do i need to use configuration wizard or ssms?  Any link or guide is appreciated. Thanks

Hello Everyone!My organization is just getting started with an Acumatica implementation and we are looking into utilizing Acumatica’s document storage capabilities for attachments. Has anyone utilized Microsoft Azure Files for this? I have not been able to find any resources that would point me in one direction or the other. This is the solution my company is leaning towards to remove typical network shared drives. We would like to leverage it for Acumatica as well if possible.Thank you in advance for any help you can provide!

Hi y’all, There are some jobs that we are collaborating with our sister company. Is there a way to “Add” team members to a specific job or opportunity, so they can see updates?  Not so much worried about the collaborative portion than the ability to view. Thanks in advance 

Hi,May I ask which role I need to give to a user so the person can send out email from the ERP system?Thank you.Regards,Raymond

Hi!We are running Acumatica 2021 R2, Build 21.212.0039.After clicking through the following, we are getting the error.Open Project Switch to Activities tab Select Create Activity Select Create NoteError: An error occurred during processing of the field Project value PUBMID-000066 Error: Project 'PUBMID000066' cannot be found in the system. Please verify whether you have proper access rights to this object.Per Site Map, looks like these screens are in CRM module so hoping that is not required since we are able to use some Activities from Invoices.Thank you,Dave Z

Is there a way to have the ACH file that is created with the ACH Plug in have a branch specific name?  Our client has multiple companies with multiple bank accounts.  When they create the ACH export using the plug in the file is created as ‘ACHmmddyy.txt.  Client would like to know if there is a way to change that so it indicates the branch name also as when they process multiple payments on the same day and download them to their computer they have no way of knowing which bank account they are uploading the file for unless they open it up first.

Hello,Please ignore my previous post where I thought this was solved.  It’s not solved, and is still an issue. I have a screen that has a single View where I need to use the IsInSubSelect.  I’ve reduced my query down to the absolute basics.  When the page loads, the query results are rendered as expected, but if you click the grid’s refresh icon, you get a BQL validation error (full error below).Here is the query, reduced to about as simple as I can possibly make it - where it selects SOOrders from a list of order numbers:public SelectFrom<SOOrder> .Where<SOOrder.orderNbr.IsInSubselect< SelectFrom<SOOrder> .InnerJoin<SOLine>.On<SOLine.orderType.IsEqual<SOOrder.orderType> .And<SOLine.orderNbr.IsEqual<SOOrder.orderNbr>>> .SearchFor<SOOrder.orderNbr>>> .View Orders;As mentioned, when the screen is first loaded, the query runs as expected.  If you se

Hi, We are trying to print a PDF document, a 2 page Terms & Conditions, after the Order form prints. I have been able to convert the PDF to jpg & embed the jpg in the form. But the T&C prints condensed & does not fil out the page. I am wondering if there is a way to designate a PDF to print or if there is a better way of accomplishing this. Should we store the Doc in the Database rather than the form? Any other ideas? This is a cloud environment (AWS) .Thank you, Bill 

I’m sandboxing the 2020 R2 features and marked a non-stock item for PO (PO for Service Order) using the mobile app (in the appointment as a tech). When I clicked Create Purchase Order from the Service Order, nothing appears in the table--because it’s a non-stock item? I’ve tested before in previous versions, but only with stock items--no issue. Is there no functionality for creating POs for non-stock items through service orders or appointments? Or are there settings I’m missing?

Hi There Hope you are doing well I’m trying to retrieve project tasks based on some parameters but it throwing the error Endpoint : /ProjectTask?$filter=startswith(ProjectTaskID, '0LED') and ProjectID eq '000407' but the error i’m receiving is :    "exceptionMessage": "Incorrect syntax near the keyword 'AND'.",  Thanks

When trying to login with Acumatica for Bank feeds using PNC bank, the client needs to use a company ID, however on the Bank feeds, there is no option. Has anyone found a way around this or what is the way to login? Thank you in advance! 

Keep getting this message when attempting to post a JE to a project:The 10-530 cost code is not present in the project budget with the combination of the 1 project task and the UNBILLED account group.Db JE is going to account 11500UNBILLED account group account codes: 

We need help with how to book purchase discount in the following two situations:Suppliers will offer a 25% (for example) discount if we agree to take a large amount of product.  We want to book this special discount as “purchase discount”. How do we do it.     Suppliers will offer us a 50% discount on freight charges if we pay the product invoice within X days.  We want to book this 50% freight discount as purchase discount.  How do we do it? (We use landed cost to compute cost.)Your suggestions are greatly appreciated. 

I wanted to create an email template for credit notes. I already created an email template for sales invoice as well. when creating both email templates, I selected the screen ID as AR.30.10.PL. When I try to email credit note, email template is as same as the template I created for sales invoices. What can I do for this.

Hello everyone,Would like to check if anyone tried the custom Endpoints for the following screens to update data on the screen. We created custom endpoints as shown in the below screenshots, however when trying to update the Restriction groups through Postman using custom endpoints, it gives an error as shown in the following screenshots.Appreciate any input to resolve the errors specified below.Custom endpoints created for the screens  - Restriction Group by GL, Restriction Group by BranchScreenshots for Custom endpoints:Request used:Restriction Group by GL{    "AccountCD": {        "value": "10100"    },    "Type": {        "value": "Asset"    },    "Description": {        "value": "Petty Cash"    },    "AccountClass": {        "value": "CASHASSET - CASH AND CASH EQUIVALENTS"    },    "GroupName": {        "value": "International Customers"    },    "GroupType": {        "value": "A"    },    "Included": {        "value": "true"    }}RestrictionGroupsbyBranchRequest used:{        "Br

I tried uploading the file, and I am receiving an error message:  

How can a GS1 code be mapped withe the report designer?Do you have any ideas or solutions? Thank you.

Hello all,I have been creating a GI and I am looking to display the below highlighted value out of the other multiple attribute values: Employee Payroll Settings formI have created a join as below: But it displays the value in some other alpha-numeric format: How can I display the correct values?Thanks in advance.

Is there a place I can go to see all the field names for a given entity (ie: StockItems).My reason is that I have some sync processes that download StockItems via the rest API. However, the properties/field names that the rest API returns are different than what I see in a Generic Inquiry. For instance, in the rest API, the field name for Description is “Description”. In the GI, its called DESC. I was hoping there was some sort of way I can see how those mappings work. I am porting some of these REST Api calls over to oData and am unsure what the fields are called in the Generic Inquiry UI screen. Thanks! Eric

Anyone know if there is anything on the Roadmap for 2024 to have the app notify the customer when a tech is on the way to a job and show ETA with map location?

Hi,Is there a way to specify in Acumatica that when a Payment Amount = 0 after the Processing of Payments that the balance of the vendor is 0 (selecting Bills and Debit Adj), the payment documents outcome (check or ACH) only creates Remittance Advice instead of creating checks with zero payment or ach file? 

Can you configure a workflow on a per user/group basis in Acumatica? Or is it strictly a system wide basis?

I would like to add the escalation button on to our company’s self-service portal. Is there a form in the ERP to activate the button so that it appears and functions in the portal or do I need to code the button and its functionality in a customizationThese are the current buttons available.  

Can anyone think of a solution for high volume eCommerce fulfillment that groups orders by shipping container size?1) Place sales orders on hold for anomalies (bad address, possible duplication, candidates for consolidation onto a single shipment, etc.)2) Calculate the exact box to use on each sales order (there are 11 box sizes, 8 product shapes) (customers frequently order the same thing on a scheduled subscription)3) Create one shipment order fulfillment queue per box size and carrier

Is there a way for end users to copy/paste an Activity in the standard software, 2021 R1?  The clipboard icon is not available on screen CR306010.  Has anyone come up with a clever workaround, or are we missing something obvious?Thanks,Laura