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Hi, We have a client that uses Amex@work for their users. As of the current release 2022 R1, Plaid does not integrate with the Amex@work platform only individual Amex Accounts. Our client has over 100 Amex Accounts that they would have to purchase bank feeds for since Acumatica and Plaid do not work with Amex@work. Does anyone know if the new service called MX is compatible with Amex@work in the newest release 2022 R2? Also, if not is there an efficient workaround to make Acumatica and Amex@work integrate together. Any suggestions would be appreciated.  Thank you,Frances Pantelidakis 

We use a Sales Order type that is set to use Reason Codes for the Sales Account. This is due to a piece of equipment that we sell and also do long term rentals on. We use an asset account instead of COGS for these orders. This equipment needs to have some service items performed on it as well as some additional components added before it is ready to install. We would like to start with a service order and have the equipment, components and service items all on the service order so our techs can see what is all needed to be prepped.I am wanting to bill the service order using the sale order type that is set to use reason codes, but I get an error due to the reason codes being empty.Does anyone have ideas on a work around?We could turn on Field Service in this sales order type and then only mark the service items as needing an appointment and creating a service order from the sales order.The problem here is that the tech will need to go to the sale order to know what equipment he is gett

I’m calling this RESTAPI URL: Shipment/ConfirmShipmentUsing a body:{"entity":{"Type":{"value":"Shipment"},"ShipmentNbr":{"value":"SH00788384"}},"parameters":{}} Question: how long do I need to wait between calls to this URL? I get an empty response back when successful but if I don’t wait at least 5 seconds before I call the next Shipment/ConfirmShipment RESTAPI URL, I get this response:{"message":"An error has occurred.","exceptionMessage":"Operation failed","exceptionType":"PX.Data.PXInvalidOperationException","stackTrace":"   at PX.Api.ContractBased.EntityService.Invoke(ISystemContract systemContract, String version, String name, EntityImpl entity, ActionImpl action, CbOperationContext operationContext, Boolean throwOnError)\r\n   at PX.Api.ContractBased.AspNetCore.CbEndpointFeatureServiceExtensions.Invoke(IEntityService entityService, ICbEndpointFeature feature, EntityImpl entity, ActionImpl action, CbOperationContext operationContext)\r\n   at PX.Api.ContractBased.WebApi.Controlle

I want to add a new button to the PO302020 – Receive and Put Away screen, but I’m unable to do so due to the complex behavior of its graph.The graph of this screen is defined as a Host, but if I try to create an action the same way as for other screens, nothing happens — the action does not appear on the screen. using PX.BarcodeProcessing;using PX.Data;using System.Collections;using static PX.Objects.IN.WMS.INScanReceive;namespace TestNamespace{ public class ReceivePutAwayExt : PXGraphExtension<Host> { public PXAction<ScanHeader> Test; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Test Button", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] protected virtual IEnumerable test(PXAdapter adapter) { return adapter.Get(); } }}In my opinion, this is because the Host is not a regular graph; it inherits from another class, which adds actions in a way that is not typical for Ac

DO we have separate URL for Sandbox? I am working on configuration and I unable to find separate URL like FedEx

I just completed the quiz for T200. How can I get my certificate for that ?

We have one bin location set on our BOMS to backflush from.  We transfer materials to that location from different Inventory stocking bin locations.  The issue is if we have Critical material on our Production order, it may just not have been transferred or we may not have it.  The only location the Production Order looks at for inventory is our bin location set on BOMS.  We do not want material backflushing from any other location, but we need our Production Manager to see availability within our Inventory quickly.  Any suggestions? 

Hello, i want to create Fixed Asset manually without PO or AP Bill. Because the company have the asset like form 2015. So, i thought we can create directly form Fixed Asset - Profile. Bu when i try to process to Depreciation, I can not get the amount of depreciation and when i try to check the Asset, in the detail tab of Reconciliation there is a warning “The fixed asset has unreleased purchasing transactions’ but when i try to release it, the error happen. Please somebody help me, i’ve been stuck to solve about thisssss, pleaseee helppp!!!😭😭, thankkk youu😃  

We want to set up the enable/disable for a new customer but when we try to set up there is no Project and budget forecast in the details. Is it because the license or Project is actually add on feature? Can somebody help me to explain about this? i really appreciate, thank you

We are having issues tracking manual price changes on sales order lines. The business has removed the ability to manual price change from most staff but if we had proper visibility its likely we could give the access back to select staff members which would solve alot of problems created by removal of the function. There are genuine reasons why we need to manually price something and what i’d like to be able to do is exclude manual price changes by specific people from appearing in a GI. I am using a sales order by line report then using various filters to work through the data to remove lines that are ok (some of this is SO created by vs SO Line added by and if its been added by someone who is allowed to manually price it can be excluded) but I'm left with lots of lines that on face value look like they have had a manual price change but when I go into the audit trails the line has been modified by an approved person. Does anyone have a GI built or could share what needs done to allow

When, trying to do confirm shipment for Amazon SO order, we are getting and below errorAnother process has updated the 'SOAddress' record. Your changes will be lost.  

Hi All,We have usecases across clients that are coming down to the User only seeing Records assigned to a Branch he is logged into.The User has access to all Branches, but should only see Records that are (1) not restricted and (2) that are restricted to the Branch the User is logged into.Currently/natively, it seems that ACM either gives you access to everything based on the Branch Roles assigned to the User, or the User needs to only be assigned to one Branch to apply the Restriction. Using the Restrict Visibility on Master Records was our first choice until we realized that it applies on a role level rather than looking at what Branch the User is active in.restriction Groups are also applicable. Do we know if there is a workaround or other native options here to make this work? There seems not to be a good way to do the following: User works for both Branch 1 and Branch 2. (has both Roles assigned).User is logged into Branch 1. User should only see relevant Vendors for Branch 1. Onl

Has anyone seen an integration with Ramp (www.ramp.com) for Acumatica? I’ve seen an uptick in prospects looking for an integration with Ramp. This system looks to be what many start-ups are using for issuing Corporate Cards to employees. I’ve heard some people say that Ramp works with Plaid but I can’t find anything supporting that. 

We do not track serial numbers.  I read that I have to enable Lot/Serial tracking to get Receive and Put Away to work.  I have enabled it.Releasing Receipt Error:Stock Item Screen, Lot/Serial is Not Tracked:Lot/Serial Class: Purchase Order Preference: Item Class: All warehouse locations are no validation.What am I missing to configure this correctly?  Any advice would be appreciated.

I am creating a new screen and I’m trying to use the autonumber for it. i was following the below post to try to get it working. It fixed the first initial error but I am getting a new one that i cant seem to fix. Does anyone have any ideas on what is wrong with it?  everytime i try to save it, it says that the field “Planid” does not exist. here is where the field should be pulling the autonumber from.here is the dac extension for that field.namespace PX.Objects.AM{  public class AMPSetupExt : PXCacheExtension<PX.Objects.AM.AMPSetup>  {    #region UsrProdPlanNum    [PXDBString(15, IsUnicode = true, InputMask = "")]    [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)]    [PXSelector(typeof(Numbering.numberingID), DescriptionField = typeof(Numbering.descr))]    [PXUIField(DisplayName="Production Planning Number" , Visibility = PXUIVisibility.Visible)]       public virtual string UsrProdPlanNum { get; set; }    public abstract class usrProdPlanNum : PX.Data.BQL.BqlString

Not sure how this has been vetted but significant issue with report.  It will show invoices and payments for voided vouchers instead of either excluding them from the report or showing zero in the invoice and payment column.  This is when you use the summary level and is very disappointing and incorrect way to show the data. 

what does it mean to add a negative quantity to a return for credit order type? does it removes the invoice balance or does it credit the account? please advise. 

Hello, on an invoice when a description is added it appears when statements are sent out. Any way to make sure it doesn't appear?   

How do I import the attachment with an import scenario?   The AP Document has an file attachment.  I am creating the AR Document based on the document lines in the AP Document. I can get the attachment file in an generic inquiry - On the APInvoice it is the NoteIdWith the import scenario I have the option to update the Note Text field but do not find the option to update the Files. 

We are seeing some order are failing with the below errorThe order is missing the ship via code. Please map it with the shipping option in the store settings or specify it on the Customer Locations (AR303020) form. We would like to understand how we can pass the ship via information from shopify to Acumatica. We have all the settings in store mapping as needed but still it is failing. For failed orders we are manually updating the ship via in customer locations and has to sync. can some one help how we can get the ship via information from shopify to Acumatica? currenty the customer created with blank ship via.

Good day, Avalara has the ability to calculate sales tax by entering the Latitude/Longitude manually.  My question is does the Acumatica - Avalara integration set up to pass this information from the Project Address tab.  Some of our projects have a state/city/ postal code but not actually address just a location on a pipeline.I have seen any documents or announcements.Thank you 

We have customers with 60-day payment terms, but it typically takes them 5-7 days to process payments after they're initiated. This causes invoices to show as past due in our Aged AR reports even though the customer has already started the payment process.Is there an out-of-the-box way to add a "grace period" or "payment processing buffer" to the Aged AR aging calculations? Ideally, we'd like to add 5 days to the due date before an invoice shows as past due in our reports.I know we could adjust the payment terms from 60 to 65 days, but we want to keep the actual invoice due dates at 60 days and only adjust how aging is calculated for reporting purposes.Has anyone solved this issue?

Hello Acumatica Community members,Do you know if it is possible to see the time a transaction is posted without having to turn on audit activity? I’d like to see the time stamp on our generic inquiry in Accounts Payable and Accounts Receivable. Thank you,Kay Howe

Hello - We are creating a generic inquiry to be able to search for Freight values by vendor and/or property, and want to be able to have the system generate the Total Freight amount depending on the filters the user selects. We have experimented with adding the ‘Sum’ to the Aggregate Function column for the Data Field usrTotalFreight, but that does not seem to be generating anything. Am I missing a step? Attached is the GI for reference as well. Thank you!!  

Hello All,I have been working on trying to disable the Lot/Serial Nbr. selector field on the grid section of the Inventory Receipts screen (IN301000) through code, but it’s not working as expected.I was able to successfully disable the unitCost field on the same grid, so I’m not sure what is preventing the Lot/Serial Nbr. selector field itself from being disabled/enabled. Here is the code I am using: public class INReceiptEntry_Ext : PXGraphExtension<INReceiptEntry>{    protected void _(Events.RowSelected<INTran> e, PXRowSelected baseHandler)    {        baseHandler?.Invoke(e.Cache, e.Args);        if (e.Row == null) return;        PXUIFieldAttribute.SetEnabled<INTran.lotSerialNbr>(e.Cache, e.Row, false);    }} If anyone could help me with this, it would be really helpful.​@darylbowman ​@Naveen Boga