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I have a very simple Import scenario where I want to create a list of Projects with only 4 columns of data.ProjectID, ProjectClass, CustomerID, TemplateIDMy import scenario works perfectly; IF I pre-populate the “ProjectID” column in the source spreadsheet with a projectID that increments.Is there a way to have leave that column blank and have the import scenario “automatically auto-increment” the projectID in Acumatica? 

Hello, I just went through a painful process of manually creating ~230 lines in a custom row set to go along with 14 columns created in a column set to effectively create a matrixed P&L. The client wanted to have everything on one report and have everything above ‘Gross Profit’ broken down between their divisions (they have 4) as well as showing a total column, and repeat this to show a monthly set and a year to date set on the same page. The rows needed to show all of the correct header column data in a single row and the merge worked pretty well. This was my novice approach at this task but how would you have created something like this? 

Hello, We have a customer that is requesting an approval process on the Vendor screen- specifically on banking information. Has anyone come up with anything, or have any ideas on how this can be done?Thanks, Kathleen

Trying to import 8 attributes and corresponding values to the BOM but the import is mixing up the values and associating them incorrectly.Import ScenarioData / Import By ScenarioResultsAs you can see the values are not being applied to the correct Attribute. How should I be adjusting my import scenario?

We are trying to determine which Activity types are the best to use for internal “chatter”/Messaging. In our testing we tried the Activity “Chat” - however it doesn’t show up on that specific project. Where does it go? I can’t find any help docs on the activity types that actually shows you how they work. 

Hello, We have some duplicated Customer accounts from our Shopify and Salesforce integrations. I activated the Duplicate Management with the hope I could merge these, but upon trying to merge two accounts, the MERGE button is greyed out, and I see an error:“The duplicate business accounts cannot be merged because they have the Customer type.”Is there anyway to merge Customer accounts? 

Hello all,I would like to know if it i possible to import the file attachments whether line level or doc level? or are there any references to customizations?Thanks in advance

How do I close future periods and only keep the current period open?

Hi Team,Not sure if anyone has come across this issue before. We have an Automation schedule that generates invoices. Few days back we had quite a lot of invoices to be generated. When we checked the status of the schedule, we could see many of them were processed successfully, but some of them failed. In the logs we could see the following error for the failed ones “The transaction associated with this command is not the connection's active transaction; see https://fl.vu/mysql-trans”. On further analysis we could see the Invoice did get generated, but Invoices never got linked to their respective Contracts. Ideally the schedule generates the Invoice and links it to the respective Contract , but in this case the Invoices with errors never got linked to the Contract.Functionality is defined within a transaction scope so not sure why first section of the function worked (generating invoices) , but not the 2nd section (linking the Invoice to a Contract) for some reason didn’t get through.

I’m setting up  Min/Max replenishment for stock items and have a question about the ‘Qty on Supply’ value in the calculation.  For this part specifically I have an open PO for 6 units, however it doesn’t look like it’s included in the ‘Qty on Supply’ value, and I cannot check the ‘Included’ box.  Does anyone know why open purchase orders for this stock item would not be included in the Qty on Supply calculation?  Also, why is this box grayed out?  I have basically all permissions available.  

We are 2 years in with this software.  I’m hoping someone can help me with this.  While running Run Appointment Billing, we have never checked the “Ignore Time Frame” box.  We noticed some items weren’t getting billed but appt is closed and SO is closed.  Evidently, we are to hit the Ignore Time Frame button to get them to show up.  Something about the cutoff date not being set.  Therefore a lot of closed service orders are not showing up to be billed.  Has anyone else noticed this issue?  All of the appointments that had no cut off dates were within the past two months. We do not see any setting on service order or appointment where cut off date is even showing.

How do I upload an import scenario? I have received an import scenario (.xml) file from another user, but do not know how to import it to our Acumatica instance.     

Hello Community,i have been wondering if we can mark the Document or Line-level Notes as required? if yes then how? Can we achieve it via low-code/No-code customization? Thanks in advance.

I am doing purchase order integration from my platform to acumatica so i need to pass my Product items from my platform to the purchase order creation in acumatica. For example i choose the 1st , 2nd and 3rd checkbox of select products , i choose a vendor now i hit the api so i am asking how will i send these products in my Purchase order create api and where will i see these Products name in my purchase order ?  these products that are in the product name by selecting a vendor so where will be these product will be added or from where i can see these products in my Purchase Order in acumatica.

 In the report designer, I need to print a Quote Order report including SOLine InventoryIDs and other details, along with Sales Order Estimate Tab’s InventoryIDs and other details, including taxType. How can I do this? When I try to print the SOLine InventoryIDs, duplicates occur.

Good morning, i’ve recently started playing with Acumatica, and I’m trying to figure out the (sales) taxes for Quebec.Normally, for the rest of Canada I assume, you’d use two fiscal agencies, one for the federal tax and one for the provincial tax. In Quebec, both are handled by the provincial government, so two taxes added at the same time, handled by one agency, which also handles the federal part (and HST) for the rest of the country for Quebec companies. How would I set that up? It can be done using two different agencies both named the same thing, almost, but that’s not the most efficient way to go.I’ve managed to put them under the same agency, but then the taxes amounts are combined in the report, and we have to report the numbers separately, so that doesn’t help either. I’ve only previewed the report however, so they might be separated in the final complete report, but I haven’t made it this far yet. Both taxes need to be in the same zone, and often the same category, but need t

Is there a good resource to understand how a business event with “Trigger by Record Change” which is triggered by “Record Inserted” is suppossed to work? OR NOT WORK? I understand Record Inserted as - something happened for the record to appear on the GI.When that happens the trigger condition is met and the subscribers should fire.What am I missing?

I’m implementing Requisitions and have set up approval maps. But they want to allow the creator of a requisition to add an approver on the fly. These additions don’t have a pre-defined criteria, so adding to approval map won’t work. It’s a case by case scenario. I see there’s a + button on the Approvals tab, but it’s always disabled. Does anyone know if Acumatica allows this to be enabled without customization? I’ve looked into it, but haven’t found anything.   

The below custom code is not working in SOOrderEntry graph extension when I upgraded my customization to 24R1 version, though the same code is working fine in SOInvoiceEntry graph extension in save versionI am trying to add action menu item. public override void Initialize(){    base.Initialize();    this.Base.action.AddMenuAction(recalculateCPPriceAction);            }Below is the error and screenshotBelow is my SOOrderEntry graph extension structure Can anyone help me out with this issue, I am confused about its working in anothe graph extension(SOInvoiceEntry) but not working in SOOrdrEntry graph extension in the same project. Thanks and RegardsSD

Hi, We just went live to Acumatica, and we accidentally deleted the cash transaction entry type that we had already got some transactions. Now in the list of cash transactions, under the column “Entry Type”, there are “yellow warnings” for these transactions, saying “the record has been deleted”, probably the record on the “entry type” being deleted. We checked the GL side, seems like everything looks good. Can someone please advise whether there will have any significant impact? Thank you.

Can I archive Quotes in the SO module?If yes how can I do that?Current situation, I want to archive quotes from two years ago, Possible the SO to but for now just the Quotes.

Someone told me they heard in newer versions of Acumatica that you could convert a Project to a Fixed Asset.  I can’t locate any documentation that states that.  Can anyone tell me if that’s an option or maybe on roadmap for future roll outs? thanks

Hi, When entering a direct sale through invoice I need to take the sales account from the posting class or from the warehouse (other than a stock item)I've tried changing ‘use sales account from the field’ of posting class but it has not worked for me. Is there any possible way to get this done?Regards Amanda 

Anyone familiar with this?The correlation name 'InnerQuery_INSite' is specified multiple times in a FROM clause. 

HiFor an example if we purchase the same product (say a book with price tagged) in two different times with two selling prices.Product 1 | Purchased 5 books on January 01 | Tagged Selling Pirce 100Product 1 | Purchased 10 books on April 01 | Tagged Selling Pirce 120When entering a Sales Order how can we the select price of the book (either 100 or 120)?If we are using FIFO to issue the goods, is there a way to allocate the stock automatically when selling 8 books in the above example.Selling 8 books , 5 @100 and 3 @120