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We send emails out of Acumatica and today had an email come into our Inbox in Acumatica.  One of our users replied to that email and copied our support team on that email.  They do this often, but today we noticed that the email did not send and in the Email area, it appears in the “Failed” filter of All emails. When we open the email that failed, it says “Illegal characters in path.”.  I haven’t noticed this type of error before.The user tried to resend the email and it again failed. She also remove the people on the “TO” line and added them back in by doing a search for their names.  That email failed to send as well.The user ended up sending it out of Outlook, then copying the sales inbox for tracking purposes in Acumatica.Any ideas on what the error message means?Also, one thing that is not very clear is the activity under the opportunity says “open” and the mail status says failed. Would be nice if the email activity under the opportunity reflected “failed”. 

I am trying to design a report using INReceiptStatus which is hidden and cannot be selected in report designer or Generic Enquiry. How can i make the DAC available for report designing 

Hi,I am working on an import scenario which takes an exported Shopify order Excel file and bulk create Sales Orders with all line items.In the screenshot below, I have a step which uses the ‘Email’ from the Excel file and input it into the ‘Related Contact’ field.  If the contact with that email already exist in the system, then it will populated the contact in the field within Sales Order.  However, if the contact does not exist, then it gives me error for the lines that cannot find an associated contact.Question:  Is it possible within the Import Scenario, if the Contact does not exist, it then creates one for me with all the required details (Name, address, email, business account...etc)? Many thanks!Will

changing standard Shopify integration:I am stuck trying to find out where cbapi.Put<SalesOrder>(obj.Local, obj.LocalID)from SPSalesOrderProcessor class SaveBucketImport is defined in standard code.I can find only interfaceI need to override logic behind last line of codeClass SPSalesOrderProcessor        public override async Task SaveBucketImport(SPSalesOrderBucket bucket, IMappedEntity existing, string operation, CancellationToken cancellationToken = default)        {            MappedOrder obj = bucket.Order;            SalesOrder local = obj.Local;            SalesOrder presented = existing?.Local as SalesOrder;            BCBindingExt bindingExt = GetBindingExt<BCBindingExt>();            // If custom mapped orderType, this will prevent attempt to modify existing SO type and following error            if (existing != null)                obj.Local.OrderType = ((MappedOrder)existing).Local.OrderType;            SalesOrder impl;            DetailInfo[] oldDetails = obj.D

Hi all, I’m trying to write a GI that lists Sales Orders from 13 months ago. For example, if I run the GI successfully with a business date of today, it will show me all Sales Orders in September 2023. I think this is best achieved by setting some conditions in the Conditions tab of the GI, but I am not sure of the formula to use. Does anyone have any suggestions or can point me in the right direction?  

Hi,We have a cash account that needs to be reconciled. It has been sitting on hold since 1/31. When clicking on it in Reconciliation Statements it times out and won’t load the transactions. I checked theCAReconEntry.CATranExt table and there are over 7400 unreconciled transactions. Is there a max number it can reconcile?Also, there is a clearing account tied to the cash account. Could this be causing an issue? The clearing account does not have reconciliation required checked but the cash account does. Only one of the two charges methods in the clearing account are listed in the cash account also. Could this be causing the issue?Last question, the periods are closed since the last reconciliation date was 1/31. Do we need to reopen the periods in AR to get these reconciled? Could this be the issue? Thanks so much! Your wisdom is appreciated!  

Goal of the GI:Compare the Current Price Class with the New Price class, and filter out any entries that are already the same to reduce the amount of entries sent through an Import ScenarioCode for the New Price Class assigns a type of discount based on the amount sold:=switch(Max([Location.CPriceClassID])='STAFF','STAFF',Sum([SOOrder.CuryOrderTotal])>1200, 'RETAILBULK',Sum([SOOrder.CuryOrderTotal])<1200, 'CUSTOMERS')But as y’all know, when you make a new field, you can pull up it’s internal ‘field’ name, and I can use that for style like this: =iif(SOOrder_Formulad9d511aff428430595f645b5e7225bcf = [Location.CPriceClassID],'','red20') But I can’t use it for comparison in any part of conditions or even within the results grid=[SOOrder_Formulad9d511aff428430595f645b5e7225bcf] doesn’t work@SOOrder_Formulad9d511aff428430595f645b5e7225bcf of course doesn’t workjust SOOrder_Formulad9d511aff428430595f645b5e7225bcf doesn’t workIs this a hard limitation on GI’s, or is there a trick I don’

I am sure this is a basic question, but I need to add some steps when releasing from Risk Hold.I copied my Release From Hold commands and changed it to ReleaseFromRiskHold.  Visual Studio Acuminator message:  The signature of a method with the PXOverride attribute must match the override method.I went into the Customization Project Code to have the system create the extension code for me.  I did not find ReleaseFromRiskHold as an option.   Code:public delegate IEnumerable ReleaseFromRiskHoldDelegate(PXAdapter adapter);[PXOverride()]public IEnumerable ReleaseFromRiskHold(PXAdapter adapter, ReleaseFromRiskHoldDelegate BaseMethod){    // my code here    return BaseMethod.Invoke(adapter);}Thank-you.

I am currently looking to streamline our month-end closing process in Acumatica (Manufacturing Module) and was wondering if anyone could share their best practices or a checklist, they use to ensure a smooth and efficient closing process.Key steps/checkpoints for month-end close.Any modules or features in Acumatica that you find particularly helpful.Recommendations for reports or reconciliations to run during the process.Common challenges and how you address them.If you have a checklist or process flow that you can share, I would greatly appreciate it.

Hi, I’m working on export scenario which will give the output Text file. One field on the Data provider having String Data type and 35 Data Length. so the export file will have the space for the empty space as follows.Data providers as followsCan I setup a variable Data length for this String? ThanksDesh

 Our accounting staff want to slice and dice our financial reports by:     -department    -customer type (customer, reseller)    -line of business      -customer vertical     -business unit (sales staff are associated with one of a number of business units)We have set-up a sandbox environment which has two segment subaccount (business unit and line of business), but our account staff have articulated adding sub accounts (or whatever feature) will allow us to slice and dice financial reports by the above areas.From a “leveraging the defaults” (e.g. default posting group), we were able to set-up our sandbox so that our transactions would default for the right line of business and business unit when we had two segments.If we go to four segments, I suspect we might not be able to really leverage our set-ups to really achieve the financial slicing and dicing as required. Have you set-up more than 2 segments and how did your default posting code set-up work for you (were you able to acheive

Hi, Executing the InventoryAdjustment in Postman I get the following known error:"error": "Inserting  'IN Transaction' record raised at least one error. Please review the errors."And in the details:"LotSerialNbr": {                "value": "--MFP73565",                "error": "Lot/Serial Nbr. '--MFP73565' cannot be found in the system."            },Creating the InventoryAdjustment using the RestClient also gives an error, but it only gives me this error “Inserting  'IN Transaction' record raised at least one error. Please review the errors." when catching an ApiException. If I check the ErrorContent it is null. How can I get the same result in the RestClient as in Postman where it returns the Lot/Serial Nbr error?I am using version 4.1.0 of the RestClient client nuget package in c#.

Hi all,I want to set up approval map when user want to activate project again  after complete it?My idea is set up 2 steps but it not work. Can you advise me how to achieve that? 

besides the customers screen , sales order screen (shipping tab and also line detail) and shipment screen (line detail) , where else the shipping rule is defined?

Hello - Under the Finance Module, we have Financial Statements with all of our properties Profit & Loss statements and Balance Sheets. Now, whenever I create a new one, it just adds it to the end of the list on the main finance module screen, instead of sorting in alphabetical order. Is there a way that I can change the order of the list?Thanks! Any new statement I create gets added to the end of this list, and I would like the ability to dictate where it gets added to the list. ​​​​​​

Is anyone experiencing issues when clicking into a project or task, the new window opens an empty project or task instead of the populated one you opened up? If I then go back to the original screen and open it again, the correct project or task will open up.

Is there a way to print a vendor bill or a cash purchase with all line item details for that matter? We pay our subcontractors but they don’t submit an invoice to us, so they need to be able to see what line items we paid out for on each check that we print. It seems like the check only shows the bill # or bill description with some report modification. 

Hello,   Two languages are set and active in my Acumatica instance : English and French.I currently log with french localization.Several of our customers need to receive their invoice in english version.I thought that set the local field on the customer screen would provide the correct the result but no : The printed invoice is always displayed in french version.The only way I found to get the english version is that : The user who clic to print/ send the invoice is logged with english on the logging page The user set “En-US” of parameters besore executing the repport .Is there any other way to send to english customer, english version of their invoice ? 

Hi Guys, Im having a little issue with redirections.I receive these errors:After I attempt redirection from here:The ‘Press and Glue Log’ works fine…My DAC key fields: #region DocNbrpublic abstract class docNbr : BqlString.Field<docNbr> { }[PXDBString(15, IsKey = true, IsUnicode = true)][AutoNumber(typeof(ISOSetup.autoNumberingQC), typeof(GCQCRecord.date))][PXSelector(typeof(GCQCRecord.docNbr), typeof(GCQCRecord.batchNbr), typeof(GCQCRecord.date), typeof(GCQCRecord.sOOrderNbr), typeof(GCQCRecord.status), ValidateValue = false)][PXUIField(DisplayName = "Doc Nbr", Enabled = false)]public virtual string DocNbr{ get; set;}#endregion#region BatchNbrpublic abstract class batchNbr : BqlString.Field<batchNbr> { }[PXDBString(15, IsKey = true, IsUnicode = true)][PXSelector(typeof(AMBatch.batNbr), typeof(AMBatch.docType))][PXRestrictor(typeof(Where<AMBatch.docType.IsEqual<Messages.move>>), Messages.MoveNotFound, typeof(AMBatch.docType))][PXUIFie

We are looking for a way to “turn off” items that are discontinued or sold out when gone once inventory is depleted. We’re not necessarily looking for an event to be triggered in Acumatica (purchase or transfer), but a way to identify and track when inventory is low for specific SKUs would be helpful so they can be set as Inactive. 

Hi allIs there a way to create GI with the Inventory balance? We need to create it with inventory transaction details such as receipts, Adjustments, etc and it should include dates and batch numbers, and ref numbers also. I have tried to create it with INregister and INtran tables. But it did not work as the landed cost variance details are also fetched to the GI. Thank you! 

There are times an invoice is created accidentally and we need to reverse it but, for customers with Credit card terms, if we try to reverse an invoice, we get the error in the screenshot attached stating the customer does not have a braintree method set up. We do not want to refund the customer, just to reverse the invoice. This customer in the example screenshot pays with cc but he does not store his cc when he places orders, so we cannot set up a braintree profile for him. In these situations, how do we reverse an invoice for a customer with credit card (BPP) terms without having a braintree profile set up?  

Hi All,I want to add a condition to a generic inquiry to filter timecards created on last week. To do that I think that I would need to compare EPTimeCard.WeekID with current WeekId. Is there a way to populate Value field of GI with current WeekID ? Thanks

I am writing a custom DAC that uses the GLTran table.  The default GLTran DAC will filter on the FinPeriodID field in the format MM-YYYY, however stores the field as YYYYMM.  When i try to use the field directly in GI conditions I have to specify the financial period ID as YYYYMM to get the results.  What do I need to do in my DAC for that field to operate in the MM-YYYY form like it does in the stock GLTran DAC? I tried working with something like this:  #region DB Calced Formulas using FinPeriodIDLeft4 = Use<Left<GLTran.finPeriodID, int4>>.AsString; #endregionHowever, I do not know how to swap the first 4 and last 2 of the field value in order to make it work like the stock DAC does. Thank you in advance!

In the latest version of Acumatica does it allow for me to have multiple companies in the same tenant, each with separate GL Chart Of Accounts?For example, if I have one tenant but two companies, can each of them have their own separate GL and Chart of Accounts.  Or do they have to share the GL Chart of Accounts?Thank you,Netadmin