Introduction:With Acumatica, you can set up email accounts across the platform. Acumatica uses the email system to communicate with customers in the Acumatica CRM or to send a copy of a document. When using the Acumatica Cases system, you can have an incoming email create a new case.Acumatica can append a tag to the suffix of an email’s subject to keep track of incoming emails and connect the email to the proper entity. This tag is then parsed on incoming emails to relate the email to the originating email or entity. Acumatica’s default setting for email subject tag. Scenario:Suppose your company has an accounts receivable email address, “AR@yourcompany.com.” You set up Acumatica to use AR@yourcompany.com to send out invoices automatically with Automation Schedules. You also set up that all incoming emails to AR@yourcompany.com should create a new CRM Case for the AR Department to handle. Problem:Acumatica connects emails to their source email or entity with the help of an appended su
Hello, We are trying to create some customizations for our self-service portal, however we are not having luck getting the customization screen to load the screens objects. The screens are blank.Anyone had luck customizing self-help portal? Acumatica 2020 R1Build 20.111.0017
Introduction:I wanted to pull a specific list of inventory items from a generic inquiry. Problem: I tried to use "Is In" operator for a condition. However, it does not seem to work as expected. (I tried various combination while profiling and could not get the SQL to translate to [column] in ('test123', 'test456', 'test789')) If there is a way to use the "Is In" operator, please share. Solution:Add a parameter to enter the list of items. (Set the Schema Field to InventoryItem.Body for maximum characters) In Result Tab, add a column that utilizes "InStr()" to search for the InventoryCD in the parameter field. (Convert to CDec() for better filtering)Paste a list of item numbers and filter the formula column “greater than” zero. I hope this helps.
Is there a way to clear out Create Purchase Orders (PO505000) screen without creating a PO ?
Hi, I’m trying to add the Add Stocked Item popup to the mobile sales order (SO301000). I had success add the list of items (InventoryLookup), however I want to add the filters and its not working.I’m trying to follow the documentation https://help-2020r1.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=7244493f-a03a-4efa-9cef-18f2d4f08682 RedirectToContainer="InventoryLookup$List$InventoryLookupInventory" update screen SO301000 { update container "OrderSummary" { add recordAction "AddInvBySite" { behavior = Void redirect = True redirectToContainer = "InventoryLookup$List$InventoryLookupInventory" } } add container "InventoryLookup" { visible = False fieldsToShow = 6 listActionsToExpand = 2 formActionsToExpand = 3 containerActionsToExpand = 2 type =SelectionActionList add field "InventoryIDInventoryCD" add field "QtySelected" add field "Description"
I wanted to redirect to a generic inquiry with a "Drilldown" tab similar to dashboard widget clicks.After some research, I found the following method. string inqID = "cb567d54-187b-4466-a2e5-8776831ca6e9";var url = new StringBuilder(PXGenericInqGrph.INQUIRY_URL).Append("?id=").Append(inqID).ToString();List<PXFilterRow> filterRows = new List<PXFilterRow>();filterRows.Add(new PXFilterRow("SOShipment_customerID", PXCondition.EQ, "AACUSTOMER"));filterRows.Add(new PXFilterRow("SOShipment_siteID", PXCondition.EQ, "Retail"));PXRedirectToUrlException ex = new PXRedirectToUrlException(url, PXBaseRedirectException.WindowMode.New, false, null);ex.Filters.Add(new PXBaseRedirectException.Filter("Results", filterRows.ToArray(), "Drilldown"));throw ex;You have to add filter rows to the redirect exception. You can learn more about GI redirects below.https://asiablog.acumatica.com/2019/03/working-with-generic-inquiries-from-code.htmlhttps://stackoverflow.com/questions/42537829/open-gi-on-bu
We have dropship customers that require us to remove (overwrite with "X") the customer's contact (ARContact, SOContact) and address (ARAddress, SOAddress) information every few months. The address and contact are overdriven on sales orders and invoices. Acumatica's privacy tools seem to go too far, restricting the customer's account as well.Does anyone have a solution for this?
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