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We upgraded to 2024R2 and we have 2 issues that need help to resolve:When we email quotes or SO it defaults to the account email and not the contact in the SO form? this is new in 2024R2 for us We have a message that pops up in the SO or invoices in the description field when saved or copied, the message is “keep”, can this be removed or what is the purpose?

We were trying to do calculations on orders created each day but the date/time field constrains us.  Parsing out the month/day/year into a new field should have worked, however we are noticing some unusual discrepancies.  It appears anything after 7pm EST is rolling to the next day unprompted. SOOrder.CreateDateTime = 2/12/2025 7:32 PM=cdate(Concat(CStr(Month([SOOrder.CreatedDateTime])),'/',CStr(Day([SOOrder.CreatedDateTime])),'/',CStr(Year([SOOrder.CreatedDateTime])))) = 2/13/2025=Day([SOOrder.CreatedDateTime]) = 13 SOOrder.CreateDate = 2/12/2025 5:32 PM=cdate(Concat(CStr(Month([SOOrder.CreatedDateTime])),'/',CStr(Day([SOOrder.CreatedDateTime])),'/',CStr(Year([SOOrder.CreatedDateTime])))) = 2/12/2025=Day([SOOrder.CreatedDateTime]) = 12  

After i save i run in to this message  

Hi everyone,I’ve just configured the Teams integration with Acumatica and have been experimenting with how we can utilize the integration. One idea we’ve had is to use a business event to send a Teams message to a specific member when a support case is opened, with some relevant details.I have been able to send messages to a channel, but we’d rather have a message sent to an individual Teams member in their chat. I thought I’d be able to add a subscriber to the business event using the Action Execution type with the Teams Activity screen (CR306040) as the Action Screen, however I receive the error: “Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field ActionScreenID: Screen 'CR306040' is not an inquiry screen..”Is there a better way to go about sending Teams chat messages than using the Teams Activity?Thank you!

I’m using version 2024 R2:In Postman I’m trying to create a simple bill that looks like:URL: https://***/entity/Default/24.200.001/bill with body:{  "Type": {    "value": "Bill"  },  "Vendor": {    "value": "MIC001"  },  "VendorRef": {    "value": "12FF"  },  "Amount": {    "value": 100.00  }}I do get a 200 OK response but the amount is zero, I’ve tried entering more fields but the results are the same. What am I doing wrong?

We are exploring deleting branch locations and consolidating them. Long story short, we set it up wrong and need want to move it to how it should be used.We will probably wait until all open Service Orders / Appointments with the older branch locations are completed, closed & billed out until deleting them, but in a Sandbox I deleted the Branch Location and it makes that required field have a warning that the Branch Location has been deleted, and in the GI it is NULL.What ramifications can I expect to see if I delete branch locations?

Using the native Shopify Connector with Acumatica, we're looking to automate order fulfillment status updates. Specifically, when an order is finalized in Acumatica, we want it to automatically update the fulfillment status in the connected Shopify store. Is this functionality available within the native connector's configuration settings? If so, could you please guide me through the setup process?

Currently we are assessing inventory demand for purchasing qty or selling remaining inventory by demand from actual customers orders, kit assemblies, transfer orders.  For retailers that have not submitted an actual sales order within an expected period, but we are expecting them to order, we are currently using TR orders or fake SO to count their potential order qty.  However it is difficult to keep track of the fake TR/SO orders especially if the retailer does actually send the order in on time and we have had times where we duplicated the demand because the fake order and the legitimate order were present.  Idea to resolve this is to create SO type with but treat it as QT but reflects as hard demand.  But was curious if there was another way to do this other than making another order type. As a quick context point before demand planning and MRP suggestions, the products we carry are almost always one time purchases, there is no restock, so this makes it important that we don’t overs

There is a scenario that an stock item called 'A' as a component in a Bill of material relaces with a item called 'B' when the required quantities of 'A' are not available.The BOM is configured as Backflush,FIFO and they cannot use a revision for BOM using Item B to report material since they don't know the exact point the product use 'B'.Can anyone please suggest a possible method to carry out a scenario like this?it requires to backflush 'B' when the 'A' is not vailable in the location.

Is there anyway we can put customer on Credit hold, but still process all materials to FG, but NOT ship product until credit is released?  We have very long leadtimes, and want a CREDIT HOLD FOR SHIPMENT ONLY - 

My company implemented with Acumatica in the middle of 2016.  At the time a default currency of “US” was chosen.  All of our accounts and cash accounts default to the currency id of ‘US’. I assume that since that time more currencies have been added, and the US Dollar currency is now traditional labeled ‘USD’.  Now we are trying to utilize the bank feed capabilities and I am getting errors preventing me from setting up the bank feed stating “Select a Cash Account in the USD currency”.  I don’t see a way to change any of these existing accounts from the currency of US to USD.  How do we fix this problem of US instead of USD?

Hi, We've created a custom generic inquiry for our client, but it's returning duplicate results from the EPTimecarditem table. When I group the inquiry by PMTran.NoteID, it correctly displays a single line from the EPTimecarditem table. However, the Road Name/Skid No field displays the same value across all lines, even though the timecard entry has different values for each line under this field.I've attached the generic inquiry for your reference. Any assistance with this issue would be greatly appreciated. Thanks 

Hi there everybody.  I am slowly learning and making my way through working on and learning the ins and outs of Acumatica. I managed so far to create some basic customizations, and have my own local instance of Acumatica on my computer for testing.  I don’t have a background in IT or coding, so I am just learning as I go.  My company is currently looking at integrating a Credit Card Processing (We will be using Acumatica payments I believe) and I want to be able to test getting everything set up, and make sure that when we go live, everything runs smoothly and we aren’t blindsided by any issues.  I recently came across the Acumatica Dummy Credit Card Plug-in AKA DemoHostedFormIntegration (https://github.com/Acumatica/DemoHostedFormIntegration) which seems to be perfect for testing what having a credit card processor would be like.  The only issue is that I have no idea where to start in installing this.  Is it as simple as uploading the customizations in this? Any assistance and guidan

Hi there,I’m just completing the Lesson 6 of the P100 training module, and it stops the lesson’s steps when an item has been issued, and doesn’t cover how to issue stock to the project (i.e., have the actual cost appear under the Project’s cost budget.So being curious, I went and processed an Inventory Issue against the project, expecting this to move it to an actual project cost at that point, but it doesn’t appear under the “Actual Amount” column on the respective row within the “Cost Budget” tab, and I can’t seem to understand why. Under other posts within the community that I’ve read, they also suggest that what I’ve done should work.Business scenario is that I have 2x JUICER10C Inventory items which are being purchased and then issued to Project HMBAKERY2 (which has Inventory Tracking set to “Track by Location”), I would perform the below steps:Raise PO for 2x JUICER10C, mapping it against Project HMBAKERY2. Then Save, Release the document. [Screen PO301000, Purchase Orders] Punch

We have English and Chinese System Locales set up. Users are reporting randomly that the Sales Order Status is showing as Chinese characters while everything else is English. Is there any way to detect how or why this would happen? I’m wondering if this is user initiated somehow. Every time I investigate, the Sales Order Status is back to English...  

Is there a simple way I can display the default vendor remit-to address to show on the bills and payments screen?  I’ve checked and the RemittanceAddress view does not appear in the Data View dropdown under Add Data Fields tab in screen editor. 

Hi! Sometimes in a report when I try to preview it, I’ll just get a blank data or a blank page, and other reports I’ll get data. Sometimes when I make a new report, my sub reports will show up, and sometimes they wont. The only consistent thing is that expressions mess up, but text still displayshelp!

Hi, All. I am trying to upgrade my 2022 R2 to 2024R2. I am aware that direct increment is not possible so I upgraded my instance to 2023R2 23.220.0007 but when i try from this to my 2024R2 it says Upgrade process has been interrupted. The database cannot be upgraded because your current build (23.220.0007) is incompatible with the build (24.207.0011) you want to install. Wait for the next update package that will be compatible with your current build. what should I do in this case? should i go with 2024 R1 first? DO i need to validate and publish customization packages before upgrading to 2024 R2?Thanks

Hi all.How do we change the default status of an AP Bill that was created from an Expense Claim? When we release an expense claim, the AP bill is automatically balanced. We want the AP Bill of an Expense Claim to be put on hold first for some reason. Thank you in advance.

Does anyone know of a way to have the AP Bills automatically Release when collecting the final approval? Our AP currently has to take an additional step to release all documents since they all just go into the Balanced status rather than Open when all approvals are complete.

Our employees that have basic access only to purchase requests are getting the following error when clicking “Print Request” on their request screen. Which access rights do I need to enable so they have the correct permissions? 

Hello Community, I was looking for a way to default the shipment quantity to 0 when creating the “Create Shipment” button on Sales Order or from the Process Orders screen. I thought I could just extend the “CreateShipment” method to accomplish this but not having much luck. See below for the code I have. Is there possibly a setting in Acumatica for this I missed or an issue with the code below? public delegate void CreateShipmentDelegate(CreateShipmentArgs args); [PXOverride] public void CreateShipment(CreateShipmentArgs args, CreateShipmentDelegate baseMethod) { // Call the original method to ensure default behavior baseMethod(args); Base.Transactions.Current.BaseQty = 0; Base.Transactions.Current.Qty = 0; Base.Transactions.Current.ShippedQty = 0; Base.Transactions.Current.BaseShippedQty = 0; Base.splits.Current.Qty = 0; Base.splits.Current.BaseQty = 0; Base.Transact

Hello,We have a custom PO form that was printing properly.  After an upgrade to 24R2, is prints smaller and does not use the entire page.  There are other reports doing this, I’m just using the PO as an example.  I opened and saved to server using the new 24R2 report designer without making any changes, but that made no difference.Wondering if anyone else has experienced this.Thanks,Larry

Hello! I am trying to get my user defined fields (attributes) on business accounts to copy over to the opportunity when an opportunity is created. Any ideas on how to make this happen? Thanks in advance :)

Hi,Our all customer sites are not accessible now. Server seems to be down. I have no notifications on version upgrades today. Is there any issue going on?