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Preventative Maintenance Customer List with schedules import scenario

Does anyone happen to have a excel import scenario for importing existing customers that have PM schedules and billing schedules already set up? Specifically ones that are potentially progressed billed for their maintenance year?

33 minutes ago

ashleybJr Varsity III

Develop Integrations with Web Services | APIs

How to add the Customer "Notes" on web service endpoints

Hello! Does anyone know how I can link the “Notes” section on the Customer screen to create an endpoint? I tried hardcoding “Note Text” under the mapped field section since that is the name on the import scenario, but that did not work. The only 2 options under the Customer Summary are “Add Pop-up note” and “Pop up note text”.

34 minutes ago

Omar GhaziAcumatica Moderator

Acumatica News & Updates

UPS Authentication and API Changes

⚠️ Update Dec 11, 2023: The OAuth 2.0 and new API changes have been rolled out to Acumatica starting with 2023 R1 Update 13 and 2023 R2 Update 4. Configuration steps for using the new API and OAuth 2.0 will be available in the Acumatica help files soon. In the meantime, follow this link to the UPS Rest Configuration guide. UPS recently published an announcement and how connection is established to their API. Partners or customer may have received the following notification. Acumatica is aware of this. Development work to address this change is being prioritized to address it in second-half of 2023.The changes impact the Acumatica direct UPS integration in 2 ways:New OAuth 2.0 for authentication. Since UPS is not issuing API access keys beginning June 5, 2023, which is how Acumatica performs authentication today, new customers or those in the process of implementation are immediately affected. The current workaround is to use our carrier aggregator integrations such as EasyPost or ShipE

134032

2 hours ago

Patrick ChenJr Varsity II

Develop Customizations

Quickly Generate Access Rights via TSQL

Hello allFor those that don’t know, the security setup has changed with Acumatica 2024R1. When installing a customization for the first time, it is now required that Access Rights to your custom screens be specifically stated otherwise they will not be available to any user/role.“If an administrative user adds a new site map node directly on the Site Map (SM200520) form, the system will automatically set the form’s access rights to Revoked for all user roles. Then the user should grant access to this form to particular user roles on the Access Rights by Screen (SM201020) form.”Our product has over 140 pages and I needed to create an Access Right for each one. While I could have added each one manually, I chose to create the xml for the project.xml via a TSQL script and paste the result into my customization. While I probably didn’t save much actual time, perhaps I can save some for you! Below find my quick and dirty script. You may need to customize the script in the following way

2 hours ago

Rmak0501Freshman I

Reports and Generic Inquires

Change field setting

Hi,In report “Account Details”, it only allow to run a single Account each time. I want to run a range of account, just like Period. I try to work on customization but not successful. Could some one help me on that?Thank you.Raymond

2 hours ago

FRANKDSWK91Freshman I

Financials

SO Error: The document is out of the balance for Build 23.113.0042

Hi, I’m wondering why I’m getting an saying SO Error: The document is out of the balance in the Bills and Adjustments screen. I’m not sure on what to do to fix this error.

3 hours ago

edsonvelez64Jr Varsity III

Community site discussions

How to PersistInserted in the LocationStatusAccumulator accumulator?

Hi, I'm trying to remove the validation when the user create an inventory adjustment in negative when the QtyOnHand is negative. I edited the ThrowNegativeQtyException method to remove validation when the transaction is an adjustment in the INReleaseProcess graph, But also the validation exists in the LocationStatusAccumulator class. How to override the PersistInserted method in the LocationStatusAccumulator class to remove the validation? Thanks,EV

4 hours ago

bihalivan15Freshman I

Develop Customizations

How to call WebDialogResult multiple times in a loop?

I call WebDialogResult multiple times in a loop.However, this window is displayed only once:(My code:foreach (DateTime dateTime in dateTimeList) { WebDialogResult result = PaymentCalendar.Ask(ActionsMessages.Warning, PXMessages.LocalizeFormatNoPrefix(textMessage), MessageButtons.YesNo, MessageIcon.Warning, true); if (result != WebDialogResult.Yes) continue; } } Help me please

4 hours ago

pauldubuque13Acumatica Employee

Manufacturing

Tooling Maintenance Tracking

Tool Maintenance TrackingDo you need to track tool maintenance? And I do mean Tool Maintenance not Machine maintenance, that is a different animal. I spent years working at a stamping manufacturer where tool maintenance was always a challenge. In my case, I am talking about sharpening a tooling die set. The tools were usually built for a certain life span – so many parts or hits before they needed to be sharpened or replaced. The type of steel and whether inserts were used in the tool, what material you were stamping, size and type of press were all factors.The problem:Sharpening the die takes time and cost money. It’s a hidden cost, while expected it was usually not well managed. To make matters worse, if the customer ordered more parts, we had no idea how much life was left in the tool without physically inspecting the tool, and we had thousands of tools. So, we would take the order and absorb the unexpected costs and delays.The solution:I came up with a method of at least att

4 hours ago

Chris HackettAcumatica Community Manager

Community site discussions

Ask a Question, Get an Answer - April 15 - April 19, 2024 - Need extra help this week!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Announcing our New Acumatica Referral Program to Reward our Community for ReferralsWe are excited to launch our Acumatica Referral Program. We believe this creates a win-win for all parties, including referrers, referees, and the greater Acumatica community. Please learn more about our Acumatica Referral Program at referral.acumatica.com. Upcoming April and May 2024 Acumatica User Group Meetups How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests. When more people participate, all members benefit - - we need dive

5 hours ago

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blegardaFreshman I

Field Service

Preventative Maintenance Customer List with schedules import scenario

33 minutes ago

ashleybJr Varsity III

Develop Integrations with Web Services | APIs

How to add the Customer "Notes" on web service endpoints

34 minutes ago

Rmak0501Freshman I

Reports and Generic Inquires

Change field setting

2 hours ago

edsonvelez64Jr Varsity III

Community site discussions

How can I automatically reject new Cases submitted by a Contact who is not enabled as a Portal User?

We have a set number of Users who have permission to log into our Portal per client. In this example, let’s say we have Company X with User A, User B, and User C. Only these three Users can log into the Portal to submit tickets. They can also email our Support email address to submit a new Case. Unfortunately, this also means that anyone emailing our Support can submit tickets despite whether or not they are set up in the Portal. Does anyone have any suggestions on how to automatically reject Cases submitted by individuals who are not configured as Users? I’m sure we could create a Business Event but I’m not sure what conditions we would need. Any help is appreciated!

8 hours ago

jamestJr Varsity III

Reports and Generic Inquires

Power BI Connection

Hello all, Quick question. Can Power BI only connect to Generic Inquiries? Or is there a way to connect to the instance directly like you would a SQL Server connection? We’re on a cloud instance. Thanks!

8 hours ago

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