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Good day,We have a client interested in migrating from PCS to Acumatica SAASIm unable to find any good documentation on what to do, other than there is a fee from Acumatica to test the SQL backup in the SAAS environment.Can someone give further details or point me to documentation or FAQsThanks

Can the Customer Portal be configured so the Customer can input  a few fields of data about specific products the customer purchased?  

We have the Retail Commerce Edition.  Does the Retail Commerce Edition contain all of the features of the Distribution Edition?  If not, what general feature of the Distribution Edition are not contained in the Retail Commerce Edition? 

Can we setup approval workflow in purchase order when it will exeed the budget of the selected task and selected project?

We are coming off an ECISolutions software and migrating to Acumatica. In the mapping of Customers there is a field called Account Ref which I believe links that customer to a GL Account. My question is what actually goes into that field? In ECISolutions there is a field called debnr that is listing the customer number back to the gbkmut table (main GL table).  Would it be better to link the Customer Class back to the GL Account(s) or continue using the cusotmer number? The final say of course would be for the Accounting Manager to make that decision.

I set up a new sandbox and database and uploaded a backup of my production ERP to populate the database. I can see that the database tables populated, however my data is not showing up in the sandbox. Can someone please help me troubleshoot? Thanks!    

I have a Dashboard that shows a pivot table of item sales, between a Start Date and and an End Date, the pivot is sorted by total sales $ descending.The user would like to be able to export the data from the pivot table to excel.From what I have been able to find it appears the only way to do this is to click on the pivot table header and export the data from the drilldown.The problem is the underlying Generic Inquiry is used for other displays on the dashboard and when the drilldown is used the output has many more columns than the user needs or wants.Is there some other way to export the data directly from the pivot bale? 

Hi,I was trying to publish a new change I made to a client’s system and I got the exception shown below:System.IO.FileNotFoundException: The file '8670b8ca-b605-473b-9152-e7f09e536cba' has not been found.What would be the best way to resolve this issue?Kind regards,Andrew

Can anyone tell me if they’ve had any success with corporate credit cards and Bank Feeds?  We have clients asking what credit card we would suggest and none of our other clients have been able to connect bank feeds with their bank.  I would like to at least have 1 credit card I can tell my clients that works. 

I have added a second shift to my work center for 8 hours. My scheduling blocks are set to 1 hour in my Production Preferences. The second shift has its own calendar. I ran the APS maintenance. Then when I look at capacity, the work center shows 40 blocks of capacity. It showed 40 blocks when I had one shift. Now that I have added a shift I would have expected the capacity of this work center to increase to 80 blocks per week.I have deleted work centers, re-added them, recreated calendars and runt he APS process each time and nothing changes?

Hey everyone, we have a prospective manufacturing customer that wants to know if anyone has any experience with integrating Solidworks with Acumatica? Any type of issues/rewards?

I have a customer who does their price markups based on breakpoints (i.e. the higher the qty the customer orders, the lower the markup %).I know the discount process can be configured for breakpoints, but I haven’t been able to find a solution to do that for markups.Any suggestions?

Hi, I’m struggling to insert a new Customer Contract record into Acumatica using code. The screen is CT301000Here is the screen shot:and here is the important part of the code I’m using with added comments//create the graphContractMaint contractMaint = PXGraph.CreateInstance<ContractMaint>();//create a new instance of the dacContract contract = (Contract)contractMaint.Contracts.Cache.CreateInstance();//insert into the viewcontract = contractMaint.Contracts.Insert(contract);//set the contractCD, it's using a segmented key but I think this is the way to set the valuecontract.ContractCD = "D -D -<NEW> ";contract = contractMaint.Contracts.UpdateCurrent();//set the template id, update the contract record with contract template info//t has a value of coursecontract.TemplateID = t;contract = contractMaint.Contracts.UpdateCurrent();//set the customer id and update the contract record with customer info//c has a value of coursecontract.CustomerID = c;contract = contrac

I’m programmatically setting the value of a custom field depending on another field’s value. I want it to happen first thing when the page is displayed, before anything is changed by the user. I which event should I put the code?Thanks is advance for any suggestions.

i know that delegates allow you to enter/view a timecard on behalf of another employee, however is there a way to set up a workgroup that would accomplish the same thing?  the goal is to easily add new employees to a workgroup vs. individually updating the employee record.

Hi, I’m just wondering if we can generate a report with list of BOM that makes up the last cost of inventory IDs?Inventory last cost highlighted below:thanks! 

Is there an option for promise date for in-transit items like we have with purchase orders. The only date option I see there is expiration date. I’m trying to keep track of when inventory will be available for customer purchase in our reports, but I’m struggling with in-transit items/transfer orders. 

I created a very simple sub-report with the below specifications. Please see the below screenshots.Parameter of the sub reportFilter in sub reportThis sub-report worked well after being published in the instance. But when I connect this sub-report with my main report, data from the sub-report is not coming. Please see the below screenshot. Main report with sub reportPlease give me a support to overcome this issue. Thank you.

I want to add a new field to the ABA file. Is there anyone who knows the process?

Hello Linkies,I have been trying to setup my gmail account into the system, followed the steps as mentioned in the below blog article, but still not able to generate the connection.Kindly let me know the resolution.https://www.augforums.com/using-gmail-with-acumatica/https://www.strategiesgroup.com/blog/acumatica-system-email-processing-for-gmail/ Thank you in advance.

Hi,In the receive and put away form, when the item is lot/ser I want to enter separate lines even if the lot or expiration date is the same. It is possible?  I dont want to create multipe receipts. Which method I can edit or replace? Thanks,EV

Hi Team,We are having this issue when creating/updating opportunity on Acumatica Version 2022R1. Save button on the toolbar is disabled always.Any thoughts?

Hi All, I am trying to add a Selector column onto the Location Selector that will show the Base UOM of the Item: For the Inventory ID itself it is pretty straight forward:Yet, when I follow the same logic for the Location, it reduces the Selector to Location ID and Description rather than adding the Base UOM. I tried it with InventoryItem and INTran UOM.Any guidance on how I can accomplish this?I am just not sure what the steps would be to add the UOM onto a Selector field where the Primary DAC is not really related to the Inventory ID. Yet, QTY on Hand shows up, so there has be some relation to the Inventory ID we could utilize?Any help or ideas are appreciated!

I have an AR debit memo for $170.00 and a credit memo for $170.00. How can I apply so they net each other out. 

Hello Experts,I have been trying to increase the length of the Account field in the Chart of Accounts form using Segmented Keys (CS202000) form. But seems like the Max Length is only limited to 10 characters. Is there any possibility to increase the Max length to 20+ characters.   Kindly let me know how to achieve this.Thanks in advance.