Discussions, Best Practices, and Product Feedback

Recently active
Forums
Help others

Creating new role and assigning to user issue

Hello All,I have created a new role, but when it comes to assigning this role to a user, Acumatica doesn’t display the list of all the users. It only displays Admin & Acumatica support users. How can i assign this role to other users? I tried using the User Types screen too, but the there it doesn’t display this particular role:

3 minutes ago

mprimeau

Financials

Quebec sales taxes?

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

6 minutes ago

arjanJr Varsity II

Configuration and Installation

One-Time Discount per customer

Hello all,Wondering if there is an opportunity to have One-Time discount per customer. once they used the discount code, it is not available for second use-system detects customer discount usage activity-.Thanks,

13 minutes ago

Sagar GreytrixSemi-Pro III

Distribution

Change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method.

We are trying to change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method. If the prior class was Serialized with Lot/Serial class as "Default" and have tracking method as "Not Tracked" and Assignment Method as "When Received". However, If we try to change the lot/serial class of an item to any other lot/serial class We are getting an error as "Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use." We tried with zeroed out the quantity on hand for the item and ensured that there are no allocations for this stock item, but it won't work.How can we successfully change the Lot/Serial Class in this scenario? Lot Serial Issue Lot Serial Class

16 minutes ago

juneterris87Freshman II

Configuration and Installation

Multiple Companies within 1 Tenant with different email address

I have a site operating 10 companies within one tenant. They want to send their invoices /statements from an email address relating to the relevant company. Within the notification template they can only set one email account which is not company specific. Anyone came across this with a solution ?

19 minutes ago

emelda71Jr Varsity II

Financials

Customer journal from one customer in branch A to a customer in branch B

Good day. Is it possible to do customer journal from one customer in branch A to a customer in branch B like we do with journal transactions? So far all i can see is that you will have to do 2 separate transactions.I have tried to document the issue in the attached file, hope it’s clear.Thanks!

20 minutes ago

Driver

Develop Customizations

Optional Arguments

Could Acumatica try to avoid Optional Arguments, because we could not using [PXOverride] to override the methods with Optional Arguments?

2 hours ago

SubbuFreshman I

Import and Export Scenarios

Fetching Data from Acumatica - REST API

Hi Team,I'm trying to pull data from Acumatica and use it for further processing at my backend system (similar to SAP in this case). I need to retrieve data from multiple entities like companies, projects, and employees.I successfully made API calls using Postman to fetch specific entities, like projects. However, when I attempt the same call through the Extended endpoint, I receive a 500 Internal Server Error.Could someone advise on the best approach to fetch data from multiple entities, including using the Extended endpoint?

3 hours ago

michaelndungi64Freshman I

Develop Customizations

SyncPostion not working on Grid view

Hi all,I have created a custom screen as seen below, showing payment reciepts for corresponding invoices. I have added the syncPostion attribute to the grid in order to be able to select and open the various payments via the provided link. However this is not happening.see below KIndly assistAny kind of response will be highly appreciated.Thank you

5 hours ago

HarshitaCaptain II

Import and Export Scenarios

Purchase Receipt Import Scenario with Add PO

Hello community,I have been working on an import scenario of Purchase Receipts, where I am looking to import the lines using Add PO button → Under the Details tab, but the scenario isn’t working. Can anyone let me know what is it that I am missing here?Have attached the XML file of the import scenario. Thanks in advance.

5 hours ago

Discussion Forums

Get inspired and gain all the knowledge you need

Financials

1738 topics
5754 Replies

Distribution

1684 topics
6490 Replies

Manufacturing

594 topics
2229 Replies

Construction

571 topics
1918 Replies

CRM

155 topics
452 Replies

Field Service

277 topics
918 Replies

Retail

451 topics
1989 Replies

Payroll

213 topics
702 Replies

Low Code | No Code Customizations or Integrations

219 topics
794 Replies

Develop Customizations

2366 topics
9608 Replies

Develop Integrations with Web Services | APIs

565 topics
2309 Replies

ISV Solutions

120 topics
488 Replies

Configuration and Installation

750 topics
2735 Replies

Reports and Generic Inquires

1729 topics
6727 Replies

Import and Export Scenarios

664 topics
2741 Replies

System Health and Performance

132 topics
478 Replies

Community site discussions

227 topics
420 Replies

Community Introductions

95 topics
281 Replies

Everything Else

713 topics
2362 Replies

News & Announcements

Acumatica News & Updates

110 topics
156 Replies

Events & Meet-ups

133 topics
83 Replies

Developer Newsletter

19 topics
0 Replies

43 topics
0 Replies

HarshitaCaptain II

Configuration and Installation

Creating new role and assigning to user issue

3 minutes ago

mprimeau

Financials

Quebec sales taxes?

6 minutes ago

Sagar GreytrixSemi-Pro III

Distribution

Change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method.

16 minutes ago

emelda71Jr Varsity II

Financials

Customer journal from one customer in branch A to a customer in branch B

20 minutes ago

michaelndungi64Freshman I

Develop Customizations

SyncPostion not working on Grid view

5 hours ago

HarshitaCaptain II

Import and Export Scenarios

JSager76Jr Varsity II

Financials

Restriction Groups to prevent listing of GL account amount on report or GI

We are currently on 22r2 and will move to 24r1 soon.We have the need to stop users from seeing and being able to drill down into certain accounts on the P&L by branch report. The users are all in the same branch, but not the same “department”. They should not be able to see wages for the branch management (highest priority), and preferably not other departments in their branch (secondary concern).I have set up a restriction group and assigned only top management and finance to the group. I have also assigned the specific sub accounts, and then the specific GL account, to the RG as well.The result is that the user can access the P&L by department, see the Wages listed on the P&L in total form. Further, then can click on the amount and drill into the Wages amount, seeing the restricted account detail, as well as the associated subaccounts, some of which are restricted also.I have read the help text documentation and understand that for performance reasons, this is the res

13 hours ago

New to the community?

Get Started HERE and be sure toIntroduce Yourself

Acumatica User Groups

Educational Resources

Community Library

Blogs

What you may have missed in the Acumatica Community! March, 2024

User leaderboard

Show full leaderboard

Acumatica employee leaderboard

Show full leaderboard

Badge winners

jhouserhas earned the badge Financials expert
AndreasKleinfeld72has earned the badge Manufacturing expert

Show all badges

Acumatica Community

New to the community?

User leaderboard

Acumatica employee leaderboard

Badge winners

Events Calendar

Latest Articles

Sign up

Social Login

Login to the community

Social Login

Scanning file for viruses.

This file cannot be downloaded