Solved

Hello, I’ve created what I thought was a rather simple GI, yet it keeps timing out saying the request entity is too large. It should be pulling customers, which is only about 9,000 records, and it can’t load it. Can someone take a look at this GI and see if something could be improved? Thank you!

I am trying to divide the results from Column B by a value in a Row.  I have tried various combinations of the following.  Can someone please suggest?  If you are wondering, I am using the @BaseRowCode for another column.  Thanks! B/@RowCode = 0280=B/ Value(@RowCode ,0280) =B/ Value(@RowCode ,'0280’) =B/ Value(@RowCode ,'B') = '0280'

Hello,We had keyed in a new item on the sales order. Since it was new, it had 0 cost and the ‘estimated margin’ column was calculated based on 0 cost and $200 price for margin $200.Now, we have manufactured the item and the stock item is valued at say, $100. But the Estimated Margin line remains at the old cost.Is there any way of forcing the Estimated Margin to update?

I’m trying to give a user permission to click “show all documents” on the customer details screen, but it doesn’t seem to work. What am I missing here? 

Hi Guys, We recently upgraded to 2023R2 and have been testing, I have a customisation project which modifies the SO workflow within Sales Orders. I upgraded the workflows within the customisation project and published the project. I then attempted to go into the Sales Order Form and received the below error:Error: The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Value cannot be null.Parameter name: key Just wondering if anyone else has experienced this?I managed to solve it by reuploading a old version of the customisation project and not upgrading the workflows. Does anyone know if there are any adverse effects that come from leaving the workflows not upgraded? Thanks all,Aleks 

My client produces items for customers that are always custom made with sales order lines linked to production. They use FIFO as their costing method. In order to ensure that sales are properly matched to cost of sales, what is the best way to set up the manufactured items? Should finished goods be lot tracked using specific costing method?If this is correct, how should the lot class be setup? I think the assignment method should be when received, using an auto generated number. What would the assignment method be to ensure that the costs are following the correct sales order and not require the shipping department to select the lot number? Will the lot number from production be automatically assigned to the issue transaction on the sales order?

Hello!This is kind of an odd question, I was hoping someone might have an idea. Our Operations team has cages full of inventory that they send to a configuration center.Our Ops manager wants to use the cages as an asset and have inventory assigned to it as a location, while being able to change the location of the asset… if that makes sense.My boss suggested using the asset Module, which I am not to familiar with.Would you recommend the Asset Module, or a different way of doing this?  If you recommend the Asset Module, do you have somewhere to point me by chance that will explain it a little better to use it in the manner we need? Thanks for your thoughts!

Hello,I’m trying to change the external ID of  Stock Items in the Commerce Connector via an Import Scenario.  The Sync History screen is the only place I know where to do this?I know how to do it one at a time.  Hoping an Import Scenario can be made.I’ve tried a bunch of different combos for this. I know this one definitely does not work.  I’ve included the Import Scenario as an attachment.Any help or suggestions will be greatly appreciated.Thanks!Nathan

What are the ways to change the landingcontent when a user signs into the self-service portal? 

Hello, I’m trying to create an import scenario that will validate card payments, as a lot of payments are stuck in the Pending Processing status. I am able to manually click Validate card payment, and the capture is authorized and puts the payment in open status. I want to run this via an import scenario. I am even able to add a Mass Action on a GI that can validate the card payments in bulk, but I would want this to be scheduled or automatic. Thus trying out the import scenario.However, I get an error message: The Validate Card Payment button is disabled.Does anyone have ideas how to work around this issue? I’ve also attached the Import scenario XML.  Thank you!

We created a production order for a part we had created, to be able to remove material and add some other, this production order has a step with components with negative quantities, which will strip back material and put it back in inventory.  If we do a Material transaction, we have not issues.If we try to do a backflush via a MOVE transaction, we get an error message, during the MOVE referencing a location that is only used to receive purchased orders.If we remove the backflush flags from the components, we are able to process the MOVE transaction.RECDOCK is only for receiving PO’s. None of the items involved have this location in their setup. The production order is not attached to any sales order.We have since been able to process this order by doing the Material transaction and removing the backflush flags to do the MOVE.  I’ve been able to replicate this scenario in one of our testing environments and I’m wondering if this is a bug.

Hi All,How do I copy a invoice template from one tenant to another tenant.

On a generic enquiry, how do i get the number/$ sum of invoices etc between to dates? I have seen the threads as to date differnce calculations, but they all seem to be related to getting the amount of days bewteen two dates.  DateAdd( date, interval, number ) etc I want to get for example how much a customer spent in 2021 in a column. 

I would like to set up a role that has access to be able to create workflows without having full Admin or Support permissions. I had thought the “Customizer” role would be sufficient, but when the user creates a project in Customization Projects, they are able to save it without issue. However, when they then click on the project they just created, they are unable to proceed. The following error message pops up: “acumatica-train:30003 saysYou have insufficient rights to access the object (ProjectBrowserMaint). Only by exporting the “Access Rights by Role” report am I able to find anything on Project Browser. It is the “Customization Project Browser” screen and only two Acumatica preset roles have delete status to it. They are the “Acumatica Support“ role and the “Administrator” role. I have verified this situation in the U100 SweetLife training data.I have searched using the Acumatica Navigation field for both Project Browser and Customization Project Browser and it yields zero records

I have a business event that I created to send email notifications to customers when their order has shipped. I want the email to be triggered when the shipment is marked as confirmed. I have set up a GI to pull in the correct data, but the business event is not triggering. See screen shots below. Has anyone else gotten their shipment notifications automated? Is this the correct approach or is there a better way?  

How do you suggest is the best way to handle Reimbursements on a paycheck so the per diem does not get taxed or included in 401k%?  We have reimbursements and per diem that need to be on the paychecks but not subject to taxes and/or 401k % deduction. Thanks in advance!

Once a Production Work Order is Released and we can see the LotSerialNbr in the Production Order Maintenance, where does that number actually reside, or is it a phantom number until the Production Work Order is completed? I have looked in AMMTran.LotSerialNbr, AMMTranSplit.LotSerialNbr, and AMProdItemSplit.LotSerialNbr and cannot find the same number in any of the DAC’s. Once the Production Work Order is Completed, all the numbers appear to be there, but we need to see them on the Released level, not Completed, which leads me to think that the number doesn’t really exists until Completion. Even useing a GI with the three DAC’s I mentioned above yields no records found.

My company is looking into acumatica for our new erp. What limitations do customization have vs building outside of acumatica?

The USPS has recently changed its service packages of First Class, Parcel Select, and Retail Ground services. These services will now be offered under a new service called Ground Advantage. I noticed that the Ship Via choices for stamps.com and EasyPost do not support these recent changes. I have not seen any information from USPS about when they will be retiring these services, but I found a related article from EasyPost.  https://www.easypost.com/blog/2023-06-06-upcoming-usps-price-and-service-changes-in-july-2023Users will be able to buy USPS Ground Advantage shipments using the new "GroundAdvantage" service name or the legacy "First" or "ParcelSelect" service names through Jan 21, 2024, at which time the legacy service names will no longer be supported. https://faq.usps.com/s/article/USPS-Ground-Advantage 

Hi Everyone,when employees go away on vacations, or project manager that didn’t have any billable hours for a few weeks, when they return they have to enter Zero hours time cards onto the weeks that they have missed to gain access to their current week time cards?  Is there other way around that?

HI, We have a client that wants to create a column that always stays at December 31, depending on the year the Balance Sheet or P&L is run and have the first column of the report change based on current YTD or prior YTD information. Example a comparitive B/S is generated as of 3/31/24 in the first column but the second column will always be 12/31/23 Prior YTD or a report is run as of 4/30/22 and the Prior YTD column is 12/31/22. I know how to update the data source but having issues creating the date format to alawys pull as of 12/31/xx. Here is a copy of my formula what am I doing wrong? =Format( '{0: MMMM yyyy}',Report.GetPeriodEndDate(Report.FormatPeriod(@StartPeriod, -1, 0)))This formula should always state 12/31/XX but it does not. Here is my data source setting for the column set: If I can get any guidance on how to set tht date format to reflect 12/31/xx that would be great.   

After upgrading to 22R1, for some of our Self-Service Portal users, their cases queries (Open Cases in particular) are showing incorrect results.  For some users, they aren’t seeing any of their cases.  For some, they see Closed cases in the Open Cases query.  Any thoughts?  I also can’t figure out how to even debug the query since it’s Portal, if anyone has any tips.  I guess I could do a SQL trace.

Hello, as you know Acumatica has a commerce connector with shopify. I read documentation but I did not find if there is a restriction with versions of shopify, do you know if acumatica is compatible with any version?

We are closing our books for the year.  I have to terminate all the active employees who are working on scan jobs at 8:00pm.  I thought there was to terminate active employees in bulk?  Or is the only way to terminate active staff is;Access the Clock in Menu option copy the active Employee Id Next go to the clock entry menu Enter the Employee Id into the employee ID field.  When the Employee comes up Hit the “Clock out” button.Is this the only way?

We need advice on what Acumatica security rights we must ive to third-party developers of our Dashboards and Business Events.  We would prefer not to give them “admin” rights if at all possible.  We prefer to give them the minumum rights possible to create dashboards and business events and nothing more so our system is safe.  Your suggestions are greatly appreciated.