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We generally close our invoicing for a month by the second business day of a month and would ideally like to have Acumatica automatically generate the customer statement on the third business day and send them out. Not sure the best way to handle this. Seem to be able to set up the automation schedule to email the statements on the third business day, but the statement cycles screen that generates the statement only gives the option of selecting a fixed day of the month. The issue with this is that the 1st of a month can start on a weekend and could result in our statements being generated on the 1st business day of the month while we are still finishing our invoicing for the month.   

I had to write a custom program for Physical Inventory because the Acumatica native PI stuff doesn’t work for us. Last year it worked great and everyone was very happy with it.This year I wanted to enhance it by automatically loading the counted quantities to Acumatica over the Web Service, once counting was complete, instead of using my SQL view, exporting it to Excel and loading it into Physical Inventory Review. I am having an issue though where when I upload the scans to the web service, it fails with a 500 “Operation Failed” and Inner Message “Failed to insert the PIDetail Row”. The rest is just abstract stack tracing that gives me ZERO clues of why it wouldn’t persist. This happens after several hundred scans are successfully processed. I started by sending batches of 500 rows of test data (last years actual PI scans) to my development server. When I got that failure, I cut the batches down to 5 and output what part/location it is working on. I then hand entered all 5 of those sc

Hi everyone!,  I’m in trouble, because I tried to make a selector field but it doesn’t work, I checked the field in WSDL schema. The field is Product in WSDL schema<s:element minOccurs="0" maxOccurs="1" name="Product" type="tns:Field"/>and the selector definition in the DAC is Product add field "Product"{ selectorDisplayFormat = KeyDescription pickerType = Searchable weight = 2 selector { add field "ProductID" add field "Description" } placeAfter field "Acepted" }But I can't show that the field is searchable as the following field, but Owner field isn’t a grid control and my field is it. Any help would be appreciated.!Thanks

why i am seeing this error on these parameters in generic inquiry also no display of text 

Hi All,I am setting up inventory counts by movement classes. When I use the Add button to add a range of locations, it adds all locations in the range irrespective of whether the location is set as active or not. Is there a way to specify that only active locations are included in the count?Regards,Abbas

I want to create an Automation Schedules for Process Order. Now the “End Date” field is default to today’s date. Is it possible to change it to one week before, for example =today()-7?  

Hello,Our current email template for sending shipment notifications utilizes the email address found under “Ship-To Contact” on the Addresses tab of the sales order.   This works fine,  however our sales and shipping team has asked that the Email address of the Contact listed in the header of the sales order also receive the shipping notification email.   I have been looking at this and have not found a way to get the Email address of the contact on the Sales order on to the shipping notificaiton email.   I belive the issue is that the shipping notfiction email template is limited to using addresses from the SO.30.20.00 (Shipments) screen and I need to pull the address from the SO.30.10.00 (Sales Order) screen.   Has anyone dealt with this in the past and can you provide any guidance on making this happen?

i cant found the transfer in receipts screen although it Released and appear in report Good in transit 

I am cancelling an invoice on screen AR302000, then I release it and I get the following error:please, Can you help me?

I am trying to create a business for when an Invoice is added to the SO-Invoice screen (SO3030PL).  The business event will check for a few conditions related to the invoice.  If those conditions are met, the Do Not Email checkbox for that invoice should be checked.  Here is what I have so far.The Business Event:Trigger Conditions:Subscribers:Action Execution:Keys:Field Values:Executed By Events: Any advice you can provide as to why the invoice will not update the Do Not Email field properly would be most appreciated.  Thank you guys in advance.

deleted shipments are populating back up in acumatica we currently use shiphawk but were originally deleted in acumatica how to fix

I am getting this error message when I am trying to Release a Bill.  The date of the bill is 11/18/2024, the post date is 12-2024.  I know we have been able to do this in the past. This Bill has some  Prepayments applied to it.  Could the error be the next prepayment has a post date of 8-2024, so they are not connected?

Hello,Our company just bought a carwash, and I am working on setting up the transactions.  What are the best ways to handle the sales tax and the credit card fees.  We are a construction company and not as familiar with these types of sales for best practices.  We don’t currently use sales orders for our day to day. We get credit card deposits each day.  They are all round numbers and include the sales tax and credit card fees.  I want to track the total time based off dollar amounts.  Cash is one price, credit card is another price.  I was going to set up two non-stock items, one for cash, one for credit card.  Each unit is $1, take sales tax out and its $0.92625.  set the item up as taxable and it works.  But we have to be out 5+ decimal points to make it all work, and/or we are a few pennies off on each transaction. For the credit card fees we take that off when we apply the payment to the invoice.   Thanks for your help. Jeremy

Yet again plunging my bucket into the collective Acumatica well of knowledge!!! We have users who can currently Add/View files to Inventory Items, Sales Orders and Purchase Orders etc, however if they wish to delete a file they are unable.  They don’t proceed to the new window that allows the removal of files.  If they attempt to ‘EDIT’ the link - they are thrown straight back to the Acumatica homepage. Would the Access Rights for this be in one location - or is there a separate Access Rights for each screen (Purchase/Sales Orders/Inventory etc)?  I’ve trawled through the Access Rights by Screen and by Access Rights by User but to no avail…. Many thanks in advance! Ben 

Hello all, I do not want to setup a virtual machine and install Acumatica and then worry about the patches and upgrades …So, the question is, has anyone installed Acumatica on Azure using Azure App Services? If yes, any documentation that you can share?

Hello! We created an additional company in an existing tenant that has 9 months of transactions. We are trying to give user access to either company 1, company 2, or both companies. We have separate ledgers for each company so the transactions between the two should be completely separated.According to this community post Access rights for users that can switch among companies | Community, we created separate user roles for each company. Each user has company 1, 2, or both user roles assigned. The data separation works if the user only has one user role assigned (e.g. user with company 1 role see transaction in company 1, user with company 2 role see transaction in company 2). The issue is when user is assigned both roles (company 1 and 2), doesn’t matter which company the user is logged in, user sees all transaction from both companies combined. We need users who are logged into company 1 to only see transaction of that company. The data should not flow between the two companies, wher

Our sales team creates customer activities in Acumatica, including tasks and emails. I would like to know if there is a way to set up security controls for the visibility of tasks and emails assigned to others or different departments. This applies specifically to the activities tab within customer profiles and GI reports. Note that each salesperson uses their personal email account.

I have an issue below. it occurs couple times a day randomly and everything normal after 5-10mins. Any advice about this, where I can start to look at and review.Thank you. 

Is there any way to increase the priority on running business events? It seems like when the system is busy during imports or automation schedules, it either does not process business events or delays it a very long time.Has anyone solved this before?

Hi,I have a Business Event that is sending an email via Email Template with attachment originated by a GI.I have set up "Mailing and Printing" for the Email Template on Account Payable Preferences, a Vendor Class and specific vendors.I would like the email sent to the emails specified for the MailingID for the Email Template but no email is generated. Emails are generated only if I specify a "To" in the email template. It looks like it is not supported by Acumatica as both guides below clearly state to "Specify an email address".Guide1Guide2Am I missing something?I don't really want to include NotificationSource and NotificationRecipient tables to the GI and mimic Acumatica logic for MailingID to not risk missing something and future proofing it...especially if I'm using the template specified in the MailingID... I cannot send the report directly via the report screen as the requirement is to send the report to a list of vendors at once.I explored the possibility to trigger the email t

Hi I would like to create the system auto notification to appover when submitted the expenses claim.Not sure anyone know how  to do the setting? Hope to hear from you soon.Thank you

Hi SirNot sure if anyone know how to create the approval flow in the Expenses Claim?It would be good if you can give me a guide/step to create the approval flow.Reefe to below, there is not able to “ add” in the approval details. 

Hi,A client of our, accidentally create a Void Payment (in receipts and application) and released against a receipt payment.Is there any way to ‘unvoid’ the void payment? Or anyone encountered this situation and has a solution?

Hello,I have several shipments that are stuck.  Bare with me as this is blowing my mind right now.  Order Shipping Rule is set to Ship Complete Order has a partial Shipment on it - Don’t know how that is possible. Partial Shipment has been sent to Shipstation, and completed in Shipstation, and pushed back shipment info into Acumatica.  Partial Shipment cannot be confirmed/completed because the SO Shipping rule is set to Ship Complete.   I cannot change the shipping rule (or anything) on the order because it is in Shipping status. Top 10 biggest pet peeves with Acumatica.   I cannot delete the shipment because it’s already been completed in Shipstation.Mind.  Blown. Suggestions? Screenshots below. Thank you,Nathan

Is there a way to make the Date Rounding “Weeks” have a format that displays the beginning date of that week?  For example, instead of showing “2024 W52”, I’d like to show “12/23/2024” (which is the date for Monday of W52).