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Hello, Can we changed or is there a way to change the ship via code when the shipment is already released?

Dear All,I want to import AR & AP opening balance with details: Customer ID/ Vendor ID, Account, Sub Account, VAT Invoice, Date, Due Date, Debit, Credit, and Amount.Is there any import template in Acumatica that fix to this requirement?Thanks in advance!Yên Chi

I have added the Order and Shipment Number fields to the Details grid in a customization but would like them to navigate to their respective screens when clicked.  This seems like a really simple thing but I haven’t been able to work out how or where this is defined. This is already present in SO303000 and I’ve been comparing to see what the difference is but am not sure where I should be looking. Can anyone give me some pointers as to how to go about this? Thanks, Phil

I would like to add a dashboard widget that aggregates data from a multiselect attribute. When I configure, the widget is displaying separate data sets for each instance of the varying multiselect values.Scenario: business account 1 has an attribute that currently has value 1 and value 2 selected. Business account 2 has an attribute that has value 2 and value 3 selected.I would like the widget to show 1 for value 1, 2 for value 2 and 1 for value 3. It currently is displaying 1 for ‘value 1 and value 2’ and 1 for ‘value 2 and value 3.’ Is there a certain way the widget needs to be configured to get this to display correctly or is this kind of data crunching not possible for multi select attributes? Thanks!

I have a scenario where we created 2 separate approval workgroups (reviewer and approver) for AP Invoices and Memos. Once I created this and tested the workflow, I noticed that the document gets automatically approved if the user belongs to reviewer and approver.Ideally, the process should be, after reviewer approve it flows to approver. I am not sure if my configurations are wrong.Anyone having similar issue?

Hi All,Need help to figure out why the Automation Schedule are not working, we are not in lock out mode but still we are getting error as “Automation Schedule scenario has not been performed due to the database lockout”. Please help us.I think this is happening from yesterday after we published new customization package. Below are the steps we followed when doing package publish first put in lockout mode, then took snapshot then deleted the snapshot, then removed the lockout modethen again, when i was about to publish the package, i put in lockout mode again and published the package then removed from lockout mode

I am trying to figure out how to have multiple purchase receipts againt a single PO. For example, if a vendor shipped the PO in staggered shipments, and we want to have multiple receipts against that PO.Can someone post on how this is done? I see that the Purchase Receipt gets linked back to the PO in the “PO History” tab. But I can’t see how to add an additional Purchase Receipt once a single receipt has been entered...

Good afternoon,Is there no way to get sales quotes from the api? I see the ability to get opportunities and sales orders, but I don’t see any endpoints for sales quotes.Thanks!

We want to change the default order of some columns on the Selector for Ref Number on the Payments tab of the Sales Order.  I finally tracked down which field this is on but no matter what I do it fails to take any effect.The field and the changes I’m making are below.  AlI did was edit the columns to move the date to the top but it doesn’t affect anything. Is there somewhere else I need to edit this? Thanks for any advice, Phil  

We encounter error on Check and Payments Prepayments when we click the ref. nbr the error ‘MoveNext’ Occur. Do you have any idea how to fixed this error? 

I have customers that are process manufacturers that make materials that cannot be disassembled.  The materials are produced and reported through a Move transaction.  The Move transaction is designed to allow for you to scrap completed items on the Production Order but not to Reject and Rework completed items.Has anyone else developed a customization or process that they have found to work well for Rejecting a finished good, segregating the materials in a Material Review location, and then either scrapping, reworking, or returning to regular stock?

I have been attempting for months to begin the Report Deigner training (S150, 2022R1).  When I finally downloaded the correct version of Acumatica to a stand-alone PC, I went to the S150 Report Designer 2022 R1 page and downloaded the S150 Files for Training.  The Guide provides the Company Story of the Sweetlife Fruits & Jams company.  The downloaded data popped up in SQL Server with a database name of PhoneRepairShop and the data is for a software company, “Software Inc.” with various branches and stores.I’ve gone through the downloads a few times including deleting / uninstalling just to ensure I am addressing the correct version.Anyone know where I can find the Sweetlife data?Likely addressed before, but the Search function, above, doesn’t work for me regardless of browser.

I am prototyping the use of subaccounts for the chart of accounts/general ledger. As I am starting to play with this, I am getting flashbacks of previous experiences attempting to use Inventory subitems with Acumatica, which I considered to be a mess. It seemed like the general consensus when I brought up inventory subitems a couple years ago was that inventory subitems were anachronistic and had been useful when the software was at a less mature stage, but now were not considered best practice and shouldn’t be used for a system setup from scratch (they were still there to enable legacy upgrades, etc).Does anyone have any similar experiences with general ledger subaccounts? I recognize the old “subitem 0”, which was the same as for the inventory subitems. With inventory subitems, if you didn’t want to use a subitem, you couldn’t just have item number 43434. It had to be 43434, subitem 0. Which makes for a lot of extra fields and database entries in the system for no perceivable benefit

Hi everyone,  Can you customize columns and filters on the bills and adjustments page? Or on any pages in the account payables module? In some other ERPs you can but I have not been able to figure it out for Acumatica.  Thanks! 

How Can we Identify a Purchase Order is linked via Mark for PO to a Sales Order? Is there any field or grid column indicating that relationship?

Which setting configuration is needed to setup a deduction/benefit pre-tax? I can’t find this in the documentation. Thanks!

What is the expected functionality of the Shipstation integration? I Have installed the customization, connected the two software within Shipstation and started to set up the Shipstation configuration in Acumatica. Im having trouble getting the orders sent over to Shipstation. What has to be set up in Ship Via? Does a carrier need to be set? I have gone through the user guide sent over from kensium, but still cant get the order sent over. While the Shop for rates functionality be available with this connection. I can’t find any valid resources to provide me with this information. Can you help?

How does the currency rounding limit work? The format is kind of confusing. Can anyone explain the format for this field and what it does? 

Hi guys, I’m wondering if there’s any training guide for the module “Time and Expense” (mainly about expenses). I couldn’t find it in the openuni course catalog, or in the content library. Could anyone recommend a related course to me? Thanks!

HI All,We are struggling with Construction Function, when I create SO and link with a Project ID, I will get this warning and cant save. But if I check -project ID, it works.Cant save if link SO with Project IDdont link with Project ID Do you have any idea for this issue?Thanks in advance,Yên Chi

Hello Team,i want to handle the native button of Acumatica for Enable/Disable Conditionally So can you please let me know is there have any way to handle or not ? For example,In Cases screen have TAKE CASE Button so i want to handle that for Enable/Disable Conditionally Thank you 

My company is new to Acumatica.  I looking for the ability to track activity in the system, for example.  If someone on our team was to add a new tax code, inventory item or customer etc.  Is there a place in the system that will tell me when it was done and by what user?

default endpoints use in restappi .but i want to use my endpoint beacuse i add new feildds in extended endpoints.how to interate acumatica with my webservice endpoint

I have been asked if here is a way to customize the drop down filters to add an entry for Yesterday or Last Month: I suspect they are not customizable but thought I would ask just in case. Thanks, Phil 

We want to prevent our sales team from using the feature to correct or modify an invoice.  Can we do this in the Security area?  Where? How?  Any help is greatly appreciated.