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First, before pointing me to them, I have already completed Acumatica badges for System Administration and Implementation Project Mgmt.  Those modules did not answer my question.What I am looking for, is if there is some kind of Acumatica standard set of steps/procedures that must be followed for setting up an ERP system.For example, here are some very ‘high level’ steps that I have created on my own below, but am looking if Acumatica has something like this as a template or even an Excel spreadsheet of.  However, I am looking for something MUCH more detailed, like, “Before setup of GL, need to setup Project Account Groups”Configure Company Information Define Chart of Accounts Configure General Ledger Set up Branches and Business Accounts Define Users and Security Roles Configure Employees and Users Define Customers and Vendors Configure Inventory Setup Sales and Purchase Documents Define Tax Settings Customize Screens and Workflows Integrate with External Systems (if applicable) Data

I could be wrong, but I remember a mention in last year’s Acumatica’s 2023R1 announcements, that  in the future there would be more ‘What’s New’ information sessions.At the time there was only a ‘What’s New for Developers’ session, but there was a mention of more sessions in the future, each session focused on a specific vertical/function/workspace.Examples I could think of would be ‘What’s New in Manufacturing’, ‘What’s New in Construction’, etc.Are these sessions still in the works or did I misunderstand?  

Hello All,I have been trying to import AR Invoices, but have been triggering the below error:   What is it that I am missing here?​​​​​​​ Thanks in advance.

How can I join the PMProject object with PMTasks? When I use the $expand paramater, I keep getting errors.I have tried PMTask, Task and both are resulting in errors.  

When will Acumatica enable creating approval maps for service orders and appointments?  

Hi Everyone,We paid a vendor twice and the Vendor asked that we keep the credit in their account to apply to future invoices. The prepayment method doesn’t necessarily work for us as we don’t have any bills received just yet and future bills will not always be expensed to the same general account. Does anyone have an idea on how to record the overpayment but not associate it with a particular expense account?Thanks,

We are attempting to sync Template/Matrix items from Acumatica to BigCommerce.   This is the error message we are seeing on the Sync processing“At least two values of the attribute XYZ have the same description. Specify a unique description for each attribute value, and process the record again”I am assuming this is an impact because of the Attribute option description :.But is the connector triggering off of Descriptions at the Attribute level even though the Matrix Combination itself is unique: Any assistance on thoughts here would be extremely helpful.  

I have a requirement to calculate taxes based on Ext. Cost instead of the Amount of bill’s lines. If I go to Taxes tab and change the taxable amount of the tax transaction the tax amount, bill tax total and bill balance are updated accordingly.I’m trying to implement this behaviour programmatically. I can change the taxable amount (setting APTaxTran.CuryTaxableAmt value) but the other figures are not updated. I tried to fire RaiseFieldUpdated for different fields but no luck.Any pointer very welcome or any alternative solution to achieve this.Thank you

I have a client who is starting to use MRP and there are old orders that are coming up. Orders from 2017 that are completed, however they are still on MRP. How can these easily be cleared? I am sure I am just missing something simple.  

I am following this Blog Post to create a REST endpoint for a custom GI.I am doing a PUT, and I did set up the “Results” sub-entityI have set up the endpoint as described. Regardless of what I add as the $expand query value, I get: {    "id": "9a25f895-des9-4fe6-bcf4-551f8f5d7a58",    "rowNumber": 1,    "note": null,    "custom": {}}Any suggestions of what I should try?​​​​​

Hello Everyone,I need to add “REQUEST DETAILS”  button on acumatica mobile app as shown below but it is not defined on the WSDL.Have tried my ways but not going through, How can I achieve this? Please assist. Thank you all in advanceAny kind of response will be highly appreciated.​​​​​​​

I need help to create a simple import scenario for the Purchase - RequestsThank you.

Hi,I want to use PXOrderedSelect for multiple view but the view which I have created are of single table.So, is there any way that I can use PXOrderedSelect  for multiple view for a single table .Here primary is different but table is same for all view.Also, can you tell me if PXOrderedSelect  can be use instead of PXSelectJoin and if not than what I can use in place of PXSelectJoin so that I can perform drag and drop functionality of PXOrderedSelect .I am using PXOrderedSelect for drag and drop and using it in place of PXSelect. Thanks,Dhruv

We have been using Acumatica for more than a year now and noticed that when we create Service Orders, the order number is not in sequence.  It sometimes misses 4 or 5 numbers and it is not consistent.  Has anyone has any idea why this is happening please?

Hello - We want to add the ability to see who added or removed an attachment from an Bill, and when. I have added the AP Bills Screen ID to the Audit History, as well as all the associated tables, but I cant seem to get it to work correctly. I am getting very minimal results when running the audit history, and they all seem to be centered around the creation of the document. Do you know how to get an audit trail of attachments on a Bill?(In screenshot two I get about 30 results, for all usernames in the prior month. I dont know what is triggering this, but we have hundreds if not thousands of bills across the portfolio across that time frame, so I am not sure what this is triggering. )Thanks for any suggestions!  

I am able to add a project task to an existing project using an API. How can I add multiple tasks using the same API? Is this possible? What is the syntax?

I recently attended the Acumatica Summit and did not receive all the recap content. Is there a place I can retrieve the content to the breakout sessions that I attended? 

Hi, I am new to Acumatica, I am researching on Acumatica Rest API to integrate in our platform. We are a product based company building a SaaS Management platform. We are integrating multiple SaaS Application and Acumatica is a part of it. I have created a new account in Acumatica and want to know how I can create a OAuth client and generate the Client ID and Secret so that I can authorize and generate the access token to test the APIs. Please help me.

I have two tables created but unsure how I can join these since I have different conditions & aggregate functions. Our goal is to see the total # of Service hours for an Installs completed last week. Service hours are defined as estimated duration of inventory IDs on SORs that start with “SER”. Ideally table would look as follows:Service Order Nbr.     Install Appointment #    Install Date   Total Service Here is table 1:The conditions here are FSSODET.InventoryID = Install Grouped by FSServiceOrder.RefNbr The Install Date is the FSAppointmentDet.TranDate and aggregate function set as Max (to give us the latest Install Date. Here is table 2:The condition here is FSSODET.InventoryID starts with “SER”. Grouped by FSServiceOrder.RefNbr The total service is the FSSODet.EstimatedDuration and aggregate function is set to SUM.  Conclusion:I’ve tried to combine these two tables but get inconsistencies - I’m unable to sum the FSSODet.EstimatedDuration while omitting the Install item. Not su

We are creating an automated process for importing BOMs into Acumatica. The data for these BOMs sit in SQL and we are creating an SQL view for all recently uploaded or modified BOMs.Our goal is to create an automated schedule that imports these BOMs daily.I will be creating a business event and schedule, but once I get to create the subscribers I’m seeing that the screen associated with the Business Event becomes the data provider of the import scenario. My data provider for the import scenario needs to be the SQL provider.Is there any way to use an automation schedule to trigger an SQL import using SQL provider? Will I need to create a custom GI for the SQL data which then would flow as the data provider of the import scenario?

​I am currently adding a filter condition to the Trail Balance Summary report, specifying a 'From' and 'To' period as shown in the attached screenshot.When I pass a different period condition (e.g., From period: '01-2023' To period: '07-2023'), and considering that the financial period has been closed, while running the report between these dates still results in the Beginning Balance displaying random values.While running the report with the same period (e.g., From Period: '01-2023' To Period: '01-2023'), we obtain the expected output with the Beginning Balance displaying correctly.However, the issue arises when running the report with different period conditions. The Beginning Balance does not come out as expected in such cases.Any assistance with resolving this issue would be greatly appreciated.Thank you.​

Hi! I'm looking for a sales margin report, itemized based off invoices. Like the Sales Profitability Analysis GI that comes out of the box. The catch is for cost I need to include the material and labor breakdown for manufactured items. Does anyone have a GI or know which table might contain this information?

I have a low-code customization that I creates a drop-down value list for the Stage of the Opportunities screen. (CR304000).It works fine, except for one thing.I need to reorder it if I add a new item.  We use numeric ID’s for the stages.  (see screenshot below)I want to “insert” a new stage of “12 - Prequalified”, to this list.  And I can do that.  But it inserts the drop-down value as the last item in the list, and I want it to appear between the “10” and “15” in the value list.  How do I move or reorder those drop-down values using a low-code customization?Thank you,Jeff  

I am currently creating a dashboard for our executive team.  I have created a new inquiry for the fields I need to pull in.  I am using the KPI widget and the labor looks like it is coming through in seconds and the inquiry is doing the same when I use SUM in the total aggregate function. Does anyone know how to make it add minutes/hours?  

Hi there, we have a customization where we have overridden the GetBucketForImport method in BCSalesOrderProcessor.cs graph. After overridden we are facing issue at await keyword.Please refer the below screenshots and code.Overridden code: public delegate Task<EntityStatus> GetBucketForImportDelegate(BCSalesOrderBucket bucket, BCSyncStatus syncstatus, CancellationToken cancellationToken); [PXOverride] public async Task<EntityStatus> GetBucketForImport(BCSalesOrderBucket bucket, BCSyncStatus syncstatus, CancellationToken cancellationToken, GetBucketForImportDelegate baseMethod) { OrderData data = await orderDataProvider.GetByID(syncstatus.ExternID); if (data == null) return EntityStatus.None; await Task.Yield(); data.OrderProducts = new List<OrdersProductData>(); await foreach (var item in orderProductsRestDataProvider.GetAll(syncstatus.ExternID, cancellationToken)) { d