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We want to list all customers with Mailing ID “STATEMENT” and associated report ID. However, the GI only shows about 35% of the customers.How can we ensure it includes ALL our customers with the “STATEMENT” mailing setting?Here is a screenshot of my current GI setup.Thanks for your help!

Good afternoon,I use a three check paper for my refund check process for my company.We use one check template for all three of the checks.However, when I go to print the third check on the paper seems to shift up, causing the name to not fit in the envelope for mailing purposes.Any suggestions on how to correct or is it just a printing format issue on my printer?! (I have tried to alter those as well, but still the third check is shifting up).

I have a project with two tasks on it. Both tasks are active. I am using REST API to mark the task as complete. I keep getting an error that says “The Complete Button is disabled”This message is misleading as the button is very much enabled on the UI.Please see screenshots. Call from PostmanComplete button on task. 

When we try to split an asset that was fully depreciated in a prior closed year/period, Acumatica tells us we cannot do this without opening up the periods all the way back to the “Last Depreciated Period” of the asset. Unfortunately opening a submodule like FA also opens the GL periods which is undesirable in this case. Considering no GL entry gets posted as the result of the split we are doing, we are not sure why Acumatica stops us from processing a split back in time to a closed period. Other than opening the FA submodule and GL periods, is there a way to accomplish splits to prior year fully depreciated assets without having to do this?

How do I allow a user to have view only access to Audit History? I have tried Acces Rights by Screen and by Role without success.

Attempting to convert a sales quote to a sales order and I’m running into a blocker when trying to call DoCreateSalesOrder saying that I need to pass in a document of type CRCreateSalesOrder.DocumentHere’s what I have so far:var quoteGraph = PXGraph.CreateInstance<QuoteMaint>();var soGraph = PXGraph.CreateInstance<SOOrderEntry>();var quote = quoteGraph.Quote.Search<CRQuote.quoteNbr>(quoteNbr, opportunityId) .RowCast<CRQuote>().First();var filter = new CreateSalesOrderFilter{ OrderType = "SO", MakeQuotePrimary = false};var filterExt = filter.GetExtension<CRCreateSalesOrderFilterExt>();filterExt.AMCopyConfigurations = true;var quoteGraphExt = quoteGraph.GetExtension<QuoteMaint.CRCreateSalesOrderExt>();quoteGraphExt.DoCreateSalesOrder(soGraph, quote, filter);Appropriate any help or insight!

Hello community. Working through a customization project and I am having issues locating an SO using a search in a custom processing screen. In my code below my primary DAC is SOLine. I am using values from there in a foreach statement to then load the SO in an SOOrderEntry graph. However, it is not returning the SO record. Is there a better way to go about this code? The code returns “Object reference not set to an instance of an object” on the final line below when testing.  Thanks,Adam

Is there any way to integrate Acumatica Projects with Microsoft Planner? Specifically, two-way integration of tasks in Planner and tasks in Acumatica Projects?

Scenario:I have created a report based on Backlog report - Named as Backlog report by subaccount.For one customer or subaccount data is not showing in the report.But it should show in the report because the report is capable to display the december record as well.For ex:- I have created a SO with commit date 31st december it is not showing the Backlog report by subaccount.But when i change the SO commit date as 30th december it is getting reflected but with other amount it should display proper data. Screenshots:When the Commit date change to 30th DecemberIt is showing some other data when select commit date as 30th December instead of that it should display 525,000Inside this column the formula added but it is not working 

Added Production Order Operation CD as a parameter/filter for AM625010 to print on necessary operation materials and barcodes. It works, but I am struggling to make the Operation CD a lookup so the user does not need to reference production details to find the right Operation CD. I have tried =Report.GetFieldSchema('AMProdOper.OperationCD,ProdOrdID') but that did not work. I’m not familiar with how the GetFieldSchema works, but I assumed it had to do with the parent table. Any help is appreciated rpx zip file attached.

Is anyone familiar with the process of the emails routing to the entity owner when utilizing incoming email processing? We have been using this feature for a while, but still continue to struggle with customers not receiving responses we send and being able to confirm whether or not our response actually made it to the customer. For example, this is how I see it working:I, the user, send an order confirmation to a customer from system account in Acumatica Customer replies to system account system account sends an email to my work email that is found on my employee user (I have it marked to route emails) I respond to system account in outlook system account apparently sends the reply to the associated contacts involved. But, in Acumatica under all emails, all you can see is my response to the system account and then the system account sending my reply message to my email address found under my employee account.I find this quite strange because there is no way for me to confirm it has re

We have, what probably is, a unique situation. We are trying to find all the data that goes into creating the production order details from the product configurator where we have used Phantom material types in BOMs past just one layer. What this results in is if we have Phantom’d on top of another Phantom, we only see the level up Phantom BOM. Is there somewhere in the background that we would be able to see all the data and return it to a table? Here is an example:A - Configured Product (This is Item getting produced)       B - Option Chosen in Configurator (Phantom Item)               C-Item in Item B BOM, (Phantom)                     C1-Item in Item C BOM (Phantom)                             C1.1- Item in Item C1 BOM (Regular)               D-Item in Item B BOM (Phantom)                     D1-Item in Item D BOM (Phantom)                             D1.1 - Item in Item D1 BOM (Regular)               E- Item in Item B BOM (Phantom)                     E1-Item in Item E BOM (Phantom

We’ve been using Twilio for a couple of years now as our SMS gateway provider, but ever since the Feds passed their  A2P 10DLC registration act, they have become insufferable. Technically, none of our Clients even really need to comply with the registration, because they are all low volume, and don’t do marketing via SMS. But Twilio demands we set up a “Campaign” anyway. Recently, I was trying to gather up screenshots to create documentation for our Clients to use when they go to Twilio to set up their own accounts and the obtuse and pedantic things they are requiring of me are just unbelievable. I’ve thought about just putting a cellphone in our office and run an app to turn it into an SMS gateway, and provide it as a service for our clients… But, I’m trying to get out of the middle, and that will open me up to support calls on things I would rather not deal with.I know I can use AWS, but they have always seemed to be difficult to deal with as well. I’m trying to find a simpler soluti

Hello all,Can anyone share your suggestions/thoughts on how one can protect the intellectual property rights of customization packages deployed by ISV partners from being copied by other Acumatica partner.So as for instance, if an ISV partner sells its product to one of the Acumatica VAR to be used by the end user, how can the ISV partner protect or restrict that the VAR shall not copy the functionality from the customization package. Thanks.

I am using PXResult in foreach and it gives single row was requested error occured   

Has anyone else been experiencing the “circle of death” when trying to open the trace screen to review errors: I and many of my customers are experiencing this. It’s not on any particular screen, it’s been all screens.It started happening a few weeks ago.It is not customer specific. I’ve had many customers complain about this.

I’m looking for some input from those that use the Pace-Jet integration.  Does the Pace-Jet integration have an Acumatica solution for FedEx’s PRIORITY ALERT service?  

Hi I have implemented copying some custom fields from sales order header to the shipment header screen which works as expected. Now I need some custom field values copied from sales order line to the shipment line screen, I’ve implemented the below but I get the error below. using System;using System.Linq;using System.Collections;using System.Collections.Generic;using System.Collections.Immutable;using System.Runtime.Serialization;using System.Text;using System.Threading;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Data.WorkflowAPI;using PX.Common;using PX.Objects.AR;using PX.Objects.CM;using PX.Objects.CR;using PX.Objects.CS;using PX.Objects.EP;using PX.Objects.GL;using PX.Objects.IN;using PX.SM;using PX.Objects.IN.DAC.Accumulators;using PX.Objects.IN.Overrides.INDocumentRelease;using POLineType = PX.Objects.PO.POLineType;using POReceiptLine = PX.Objects.PO.POReceiptLine;using PX.CarrierService;using PX.Data.DependencyInjection;using PX.LicensePolicy;using PX.Obje

Good day, I have a situation in Checks and Payments screen with my custom fields, I need these fields to be available even after the release of the document, I have tried with events, overriding the persist method, and overriding the release, but nothing is working and the fields always become readonly, I would appreciate suggestions to solve this. Here I am adding examples of how I am trying to enable the fields with the events or overriding the Release. public class APPaymentEntry_Extension : PXGraphExtension<PX.Objects.AP.APPaymentEntry> {protected virtual void _(Events.FieldUpdated<APPayment.status> e) { if (e.Row != null) { PXUIFieldAttribute.SetEnabled<APRegisterExt.usrChkMailDate>(e.Cache, e.Row, true); PXUIFieldAttribute.SetEnabled<APRegisterExt.usrChkPickupDate>(e.Cache, e.Row, true); } }public delegate IEnumerable ReleaseDelegate(PXAdapter adapter); [PXOverride]

I have an export scenario to export payments from the Payments and Applications screen.  Most of the time it works as intended but sometimes it just skips payments that have been made since it was last ran. We run this once a day exporting on average of 700 - 800 payments.  AR created a large CC payment the other day and applied it to several invoices and then released it. So the payment was created, modifed released and closed all between running the export one day and running it the next day. Several other payments created and closed the same day were also skipped.These payments that are skipped aren’t prepared so they aren’t exported and so no errors.  The majority of payments that are missed are CC payments that are entered like this, created, applied, released and closed all at once but we have also had the issue with cash payments.My export scenario uses a sql provider and exports directly to a table created specifically for this purpose.I have checked the ARRegister table and AR

Currently I’m facing issue in “Print Labels”. Please refer the image below:When I click on the “Print Label” button. It gives me a message “The operation has completed” ,but I can see this is getting printed. I mean not even in print jobs either. I think I’m missing something here.Can anyone help me here?Thank you. 

Hello, We used to be able to bill multiple shipments into one invoice in SO screan after all the shipments were confirmed, but since this morning it is not possible. It bills the first shipment, and then it gives this error message. Has anyone else experienced the same issues? or is there any setting to be changed?  

Hello,Recently we started using the cash sales, and unfortunately it does not bring the stock item except the nonstock one when you searched for the inventory ID? Is it by default from Acuamtica that we cannot sell stock items on cash sales transactions, or is there a setting in Acuamtica that we can enable it?Thank you,  

We would like to be able to modify to outgoing New User notification so that it first checks the user class, then sends out a different pre made NUn based on its findings.For example:An employee/internal user gets an email that says:Hello (Insert Employee name)!Your password must be updated. Please login at https://ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: your Email address Password: users passwordPlease visit https://ouracumatica.hostedsomewhere.comBlah, blah blah.But an unlimited external user would get:Hello (Insert contact name)!Your password must be updated https://portal.ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: Your Email address Password: users passwordFor Help visit: https://portal.ouracumatica.hostedsomewhere.com/WTHAmIDoing/(Different Blah, blah blah.)Attachment 1 Attachment 2It seems to be hardcoded to only

Hi,I want to give the task “Emails Pending Processing” to a staff. May I ask which role i should put the staff to in the ERP?Thank you.Raymond