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Good morning community,We are fairly new to the system and our data was transferred from Quickbooks. I have locations on accounts with different emails to send invoices to various departments. How do I assign emails to different locations instead of the main email address on the bill to.

I encountered an issue during the import process. Although the history shows that 80 lines were successfully imported, when I reviewed the Non-Stock items, only 7 lines appeared. Could you kindly advise on this matter? I appreciate your guidance and support in advance.

I can create a percentage of individual wages accounts to be shown as a % of Total Sales. However, my client wants the calculations to be different based on different areas and Im not sure if this can be done.For Example, we have 5 wages accounts and 3 Sales Accounts.Wages Regular  to be shown as a % of the  Sales Regular accountWages Casual  to be shown as a % of the Sales Casual AccountWages Supervisor, Wages Manager, Wages Clerical to be shown as a percentage of total sales. The accounts change throughout the report.  Is there a mechanism to do this within the ARM reports.I have tried using rowcode and baserowcode calculations but only get to a certain point.Any indications of how this should be setup would be most appreciated.Thanking you 

Hello! I want to send an automatic email to customers on December 1st to remind/teach them how to set up Fiscal Year for the next year. Is there a way to automatically send this email from the system if there is no event that triggers it? I thought about using Business Event but I can’t think any changes in the system that would process this, other than maybe when system date changes? But I’m not sure if that can be done with Business event.I also thought of Automation schedules, but I don’t have a screen ID to use that would cause this email to send… Any ideas? Thank you!

We have a lot of customers that have no recent activity, either open sales orders or invoices.  I know I could report on this by doing a group by GI with Customers, grabbing the max order date from SOOrder and the max invoice date from ARInvoice, but I really want to get this in front of the users both in the Customers GI as well as on the Customers screen.I see there is a “LastActivity” date in the Customers DAC, but it’s marked as Obsolete (we’re on 23R1, upgrading to 25R1 later this month).  Are there any other “In DAC” values that would help me avoid adding yet another set of joins (and the complexity of needing to group by the relevant customer fields) to the Customers GI?I’m going to post another thread in the Development forum about adding a DAC field, but before I write up a customization I wanted to see if I was missing something obvious already in the system.

Are we able to set up a Create Shipment automation schedule that creates a shipment based on the sched shipment date/request date earlier than the actual shipment date? Ex.Sched Shipment Date/Request Date is June 20th.We want the shipment to be created on June 18th with a shipment date of June 20th. So when June 20th rolls around, we just have our warehousing team confirm the shipment on its way out. I’d expect this to be easy to set up but seems as though this processing screen only works on the day of shipment? I must be missing something here.

I am trying to see how much labor is required for producing Items but I keep running into issues with how  qty to produce for each operation ID is calculated.From what I have seen it is setting it to be always equal to the qty of the Inventory ID you are trying to make. Shouldn’t it be equal the the quantity needed in the BOM times the qty of the inventory ID?The materials seem to get calculated correctly and lists the total qty of the subparts under each operation ID correctly. Anyone else run into this?I have attached an example Production order with the first step being one that should have made a qty of 3.  

HiI am want to add the purchase order number to the below screen, on the details tab on landed cost screen. I want to add another column. Currently i am only able to see the PO receipt number.   

Hi there,We’ve restored the snapshot on a new Tenant on the same site, changed credentials, and Printers were populated to the system. When we execute a Print Job, DeviceHub receives it, getting Poll but failing Printing after a couple of attempts. If having the same settings, we changed credentials to the other tenant, and everything is working as expected.Has anybody encountered a similar issue? Please share your thoughts

I have a warning message on the customer master but we don’t use dunning. How do I turn this off?Thanks 

public class ProjTaskAttribute : ProjectTaskAttribute { public const string Labor = "LABOR"; public ProjTaskAttribute(Type projectID) : base(projectID) { Type Labor = typeof(CONTAINS_LABOUR); Type SearchType = BqlCommand.Compose( typeof(Search<,>), typeof(PMTask.taskID), typeof(Where<,,>),typeof(PMTask.projectID),typeof(Equal<>),typeof(Current<>),projectID, typeof(And<,>),typeof(PMTask.description),typeof(Like<>),typeof(Current<>), Labor ); PXDimensionSelectorAttribute select = new PXDimensionSelectorAttribute(DimensionName, SearchType, typeof(PMTask.taskCD), typeof(PMTask.taskCD), typeof(PMTask.description), typeof(PMTask.status)); select.DescriptionField = typeof(PMTask.description); select.ValidComboRequired = true; _Attributes.Add(select);

I need assistance in making the Financial Period based on the date is it possible?

Hi I am trying to update the purchase order line details via API call below using the GUID:Request Type: PUTURL: https://{URL}/entity/Integration/23.200.001/PurchaseOrder/5ad3671b-217f-f011-ac46-0a3ddcc27c8dThe above GUID used in the request URL is the purchase order related one. Body:{    "id": "5ad3671b-217f-f011-ac46-0a3ddcc27c8d",    "Type": {        "value": "RO"    },    "OrderNbr": {        "value": "SPC005897"    },    "Details": [        {            "id": "d109d928-217f-f011-ac46-029be7b75a6f",            "VesselName": {                "value": "TEST"            },            "DepartureDate": {                "value": "2024-01-15T00:00:00Z"            },            "ETA": {                "value": "2024-02-20T00:00:00Z"            },            "FirstFreeDay": {                "value": "2024-02-22T00:00:00Z"            },            "LastFreeDay": {                "value": "2024-02-25T00:00:00Z"            },            "ContainerNumber": {                "value": "CONTAINER1

Is there an OOTB way to pass the customer po number to the shipping label - UPS or FEDEX? Feels like there should be a mapping somewhere but I feel like I am missing it.  

Hello, In our stock item screen, we have 2 options for the “Default Mark For” setup, production and purchase. However, there are a few items that are showing numbers instead of purchase or production. See the below screenshots for part number 021. You will notice, it is setup for production, but on the stock item screen it shows “10.” I have included a shot of the GI setup as well. This is only happening on a few stock items and does not seem to matter if it is setup as production or purchase. Any ideas on why this has happened and how to resolve? FYI, I already changed the item to purchase, then back to production and am still showing the same “10” 

Hello,I have an AP Bill that I was trying to reclass. When I initiated the reclass and attempted to ‘release’ the bill, I received an error message ‘Updating the ‘PMRegister record failed because data in some field is too long’ (screenshot is below)How can I shorten the description so that I can release the bill?Thank you. 

There’s many times I need to do an entry to hit a direct customer’s account in AR or vendor’s account in AP.  How can I do this in Acumatica?  Here’s a screenshot of an example how I used to do it in Quickbooks: 

Currently on 21R1, in the process of upgrading to 22R2 - is it possible in 22R2 to map product Sales Categories to a product/variant metafield in Shopify?

Running into an error that the transaction getter is not working, yet we have everything turned on in the processing center. Are we missing something? See images...

Dear Sense,I have a 7GB SnapShot file from Acumatica Cloud. I want to migrate it to my local laptop, but I don’t have access to the Acumatica database because it’s hosted in the cloud. Can you help me migrate my data to my local laptop?Please Help

I’m looking for a stand alone document scanner for use in shipping to scan all documents that go into the box and then attach it to the shipment as a PDF file.I’ve tried a couple of different scanners (Lexmark and Kyocera) but they are not standalone and the TWAIN software does not play well with device hub as both require user input on the scanner and never sends the scanned document back to device hub. Any recommendations of scanners that have worked for you?  I’m current running 2020 R2, planning to upgrade to 2021 R1

Just wondering if anyone might know the answer on the Customer Contract (CT301000) you can set an Expiration Date. There is also a Status of Expired but i cannot see any Action/Process that will set the Contract to Expired as the Contract will stay active. If i change the Date to be in the Past it does not update the Status 

I have the Invoices and Memos GI exposed to the mobile app.  The summary screen is dreadful.  I find it dreadful for pretty much any list view.  Once you click the record, you can make the details look really nice with headers etc.Also, what defines the fields that show up in the list view of a GI that is exposed to the Mobile App?  I can modify the fields in the Details view, but not the list view.  This may be in the help, so I will look, but since I am bugging folks with the primary question, I thought maybe someone had a quick answer that might save me a bunch of publish-wait-repeat.  :-)This is just not very helpful.  Especially if I were to add a custom field SO Order Nbr to this list.  You would not be able to tell which is the invoice number vs. Sales order number.I WANT LABELS!  😁 

Sales Order had UOM of “EA”.  This is correct.Shipment details line has UOM of “EA”  This is correctWhen I add contents to the BOX on the shipment, the UOM in the contents screen changes to the Stock Items Base UOM.   ***This is NOT correct**It converts the QTY correctly, but the UOM  on the contents subscreen should not be different than the Sales Order UOM and the shipment’s UOM.

Im trying to add this field to sales order Generic Inquiry.  Currently its duplicating the results for each line by every possible Attribute Value and not the one that is selected.  Is there an option or formula for it to display only the selected value?