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Hello, How do we check which Notification Templates are being used based on checking the email log? Thanks!

Is it possible to edit the Sources in Marketing > Leads?  I got a business card today, and I really don’t want to select “Other”. Thanks.   

Hello Guys :)  When we create a new business account, the Shipping Rule (Delivery Settings) defaults to Cancel Remainder. Is there a way to set the default shipping rule to Back Order Allowed for Business Accounts like we do for customer (through family class) ?  Thnx :) 

I have done the customization where two Grid’s are depended on the parent grid based on the selection of the parent Grid need to refresh the child grids. I'm inserting the data in to the child Grid’s when parent Grid row is inserted. Switching between the rows in parent grid the data in the child Grid’s should get refreshed. But, on the first child grid is working since the Autocallback of parent gird was Target was assigned a only one child GridID how to assigned the second GirdID in the Target  <AutoCallBack Target="propertyLOTGrid" Command="Refresh" ActiveBehavior="True" />.  

Hi Acumatica Community,Good Evening!How can I convert this values from -126,622,189.58 to (126,622,189.58 ) in ARM Reports (Column Sets).Please see attached photo for your referenceFormula :June Budget Ledger - June Actual Ledger- = Amount                         Actual                                    Budget                                   VarianceThank you !!    

Hi,I created a dac extension in the POLine, I add the field the grid and when save the document , the records is inserted in the db. Bu when retrieve the PO the new field is empty.  How I can populate the new field? Thanks,

 When we try to update the Base Unit from CS to EA, the setting just returns to CS without an error. What may be causing the issue? Are there other item settings that stop the user from changing the Base Unit?There is no current stock for the item and no open transactions in the system.  

We are migration from QuickBooks to Acumatica. We were able to migrate almost all information already (customers, items, vendors, invoices, etc.). The issue is extracting the Credit Card information linked to customers from QuickBooks.We have talked with QuickBooks and said this can’t be doing a manual entry is the only solution. For us that have thousands of customers with credit card on file is not a viable option.Do you know if Acumatica have a tool for extracting the credit card information from QuickBooks? Any other option that can recommend for doing this? 

  Quick question.  We renamed our endpoint that we use for our customization, but we need to delete the old endpoint for some of our customers that still have the old one.  The old endpoint was named Altec2017R2, and is now called DLAltec2017R2.  I can't see any way to delete the old endpoint from the customers list of endpoints. 

Hello, apologies for the long question.I am working to setup Acumatica and noticed the handling of inventory for Sales Order shipments is different than every system I have worked on in the past. With our current configuration, when you create shipment for a Sales order you stop just short of Updating IN. This is because one you Update IN it creates the inventory COGS transaction on the PL. We do not invoice and recognize the revenue, until the product is delivered to our customers. So if you do Update IN this creates a disconnect between revenue and expense (not an option). However, if you do not Update IN the inventory remains “On Hand” at the warehouse and all reporting shows those quantities on hand. What I would prefer to see is that inventory moved to In Transit until the SO is invoices at which time the inventory is expenses and the Receivable is created. Due to the inventory remaining ON Hand I am having a difficult time reconciling physical counts at our sites and creates a hu

Hi,I am doing Unit testing by using Acumatica Test SDK.https://www.acumatica.com/blog/creating-acumatica-test-sdk-tests-from-scratch-for-isvs/By taking the reference of above link Compiling the Code for my custom screen.Getting the Below error'Tests.exe' (CLR v4.0.30319: DefaultDomain): Loaded 'C:\WINDOWS\Microsoft.Net\assembly\GAC_32\mscorlib\v4.0_4.0.0.0__b77a5c561934e089\mscorlib.dll'. Symbols loaded.'Tests.exe' (CLR v4.0.30319: DefaultDomain): Loaded 'C:\Users\TH-003_PC\source\repos\Tests\Tests\bin\Debug\net4.8\Tests.exe'. Symbols loaded.'Tests.exe' (CLR v4.0.30319: Tests.exe): Loaded 'C:\Users\TH-003_PC\source\repos\Tests\Tests\bin\Debug\net4.8\Execution.dll'. 'Tests.exe' (CLR v4.0.30319: Tests.exe): Loaded 'C:\WINDOWS\Microsoft.Net\assembly\GAC_MSIL\netstandard\v4.0_2.0.0.0__cc7b13ffcd2ddd51\netstandard.dll'. Cannot find or open the PDB file.'Tests.exe' (CLR v4.0.30319: Tests.exe): Loaded 'C:\Users\TH-003_PC\source\repos\Tests\Tests\bin\Debug\net4.8\PX.QA.Tools.dll'. 'Tests.exe'

facing this issue in Acumatica Since past many days.While working on ongoing cases or business accounts, we get an alert of You are currently logged off  or Session Expired IssueHighly appreciate your support.

How do we backup Web Service Endpoints in Acumatica 2021 R2 Build 21.204.0055 to an XML file? Is it possible to do so? 

I would like to have Vendor - Primary Contact - Email in the Notification Template. May I know what the actual name of this field is?  

Acumatica 2020 R1, Build 20.101.0032, Screen ID: PO301000 Is there a way to have the Promised On field located within Purchase Order screen default as blank? It currently defaults to the date that the Purchase Order is created. Using Automation Steps, we can change the date that shows in that field immediately after creating a new Purchase Order, but as soon as a Vendor is selected it reverts back to the current date. We do not have any lead times set for our Items - so I’m not sure if that is partially causing this issue.  

Platform - How How to Change Screen Color by TenantI see that this was a suggestion, and it is flagged as shipped. So far, I cannot find any instructions to make these changes. Probably, I am not using the correct terminology. If I can find out what the correct search term is, I can probably find the instructions.Please pass along any useful information you may be able to provide. 

Situation - Setup has one central Warehouse and each technician has a van with stock items treated as satellite warehouses.Requirement - During appointment, stock items used are consumed from the technician’s van. Technician need to also check for OOS to replenish van before travelling to first appointment Challenge - In Acumatica on creation of service order, the planner already plans and populates the stock items (components) to be issued to the Service order, however since resource is not yet selected, the stock to be issued is defaulted to the Main WH. When resource is selected, by default, the stock items to be issued on the Service order and appointment are still referring to Main WH. Even when technician adds additional parts and components to the Service order, the system takes the default WH and location set on the stock item which by default are set to be Main WHQuestion: Is there any easy way to change the WH and location on the Appointment to the technician’s default WH onc

We put all work done and materials to the wrong project. Is there a way to put it all to the correct project?

Hi all.Can you help me to find 2021R1 Release Notes?Thank you! 

Hi:Our client is used to filter his legacy Crystal Reports using the condition [CustID] Not Equal 9*.Crystal generates the correct SQL clause as Where [CustID] Not Like ‘9%’.What would be the equivalent syntax in Report Designer’s Additional Filtering Conditions?We don’t have an option like “Does Not Start With” I could generate the correct filter using Parameters, but the client may want to use multiple ‘Not equal’, so it would be ideal to use the Additional Filtering Conditions. Thanks

Is there a way to schedule operations when they should start or end?For example:First operation (start immediately)Second operation (start after 1st operation)Third operation (start in parallel with the 2nd operation)Fourth operation (start after completion of all operations)Case study: Modules are being produced. The process looks as follows: 1st operation: Cut tubes2nd work step: Clean tubes3rd operation: Cut cables4th operation: laying cables and pipesOperations 2 and 3 should be run in parallel.Theoretically, operations 2 and 3 could be created as subassemblies. However, in the case of complicated production orders, it quickly becomes confusing and nested, because there can be a large number of open production orders. Does anyone know how this process can be mapped more simply?

Hello All,I am attempting to create a bill of material to process packaging. The amount of material that we package changes very often, but each finished product still only requires one of each packaging material.For example: One order may call for 20 widgets, and it will require one box and one strap to package it. Another order may call for 18 widgets, but still requires the same one box and one strap for packaging.In creating the bill of material I’d like to make the amount of packaging material fixed and w/o making a plethora of BOMs to cover every potential order I may encounter (there are a lot). I’d like to do this without allocating fractions of material (i.e. divide one box by 20 so the system generates one full box for a order of 20 widgets).It seems like this should be a common occurrence, and I’d expect the system to have a solution for this. Am I missing something? 

Hi,May I ask how to write off a small difference amount from the Vendor PO with the actual amount we paid.For Example, the Vendor PO is $1000.93, and the amount we paid is $1000.95. I know that for customer we can enable the write off function and set a write off limit, how about vendor?

I’ve so far not been able to determine how to import a foreign currency journal. There doesn’t appear to be a way to access the View Base/Cury button that is on the page and on the Transaction Details entity, there is only Debit Amount & Credit Amount. I’ve been able to assign the required currency, rate, type, effdt on the batch summary but I can’t get the amounts to go to the right place. I’m trying to create a journal similar to the system generated revals. So it needs to have a zero foreign amount and a manually calculated base amount. I have a GI which gives me all the required data. I just can’t import it correctly. The amounts are ending up in the foregin currency debits / credits (which need to be zero) - i want them in the base currency amounts.Has anyone had any luck doing this?

I am attempting to create our own subcontract form in report designer. I am using the ABC Contractor -Subcontractor Agreement (CSA). Can anyone help me line up the columns so I can have each paragraph have a title and then the next paragraphs title will only display when the next paragraph appears. Title column is on left & Paragraphs are on right (there are blank text boxes between each row)This appears not as expected and instead repeats the Left (title) column in the first paragraph. Instead of 1 title / per paragraph.See left column, repeats 4 title rows per 1 paragraph.Any ideas how to align the title with its corresponding paragraph??