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Hi, is there anyone that has had success bringing in check numbers from a corporate checking account into Acumatica bank feeds (via MX or Plaid)? Our current bank feed with current bank only shows the word “check” with no actual check numbers. Also have a number of corporate credit cards who will no longer be supported via MX or Plaid through my bank Curious which banks anyone has successfully accomplished this functionality (JP Morgan, Bank of America, Truist, etc)

3 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

149637

6 minutes ago

DawoodFreshman I

Distribution

Adding Mark for PO on the Sales Order List screen

Hello, I wonder if someone can help me add Mark for PO to the sales order list screen. I searched the GI inquiry tables, and I could not find any filed for Mark for PO. It is not on the column configrations

8 minutes ago

claudematherne24Freshman I

Reports and Generic Inquires

Can I change the default reference of the Report Designer to use a specific verisonin the Preview state

Scenario: I am working on a Invoice Report, and need to make some changes to how the report calculates discounts. While in report designer, when I click on Preview, the verison of the report is one that doesn’t reflect what I am trying to work on. Meaning the Invoice in quesiton does not have any discounts to update, so I cannot see if my changes are working as expected. I have just been saving to the server, and checking there. But is there a way to tell Report Designer what data I want it to pull?

11 minutes ago

dmerrillFreshman I

Distribution

How to Handle Overstock Locations

In our warehouse our lower shelves are Forward Pick locations and upper shelves are Reserve Stock. We keep a supply of all inventory in the Forward Pick locations but any overstock that won’t fit below will go to the Reserve Stock locations. Both location types have their respective inventory marked Include in Qty Available but only the Forward Pick locations are marked as Sales Allowed. This allows a sales order to be created regardless of inventory location but will prevent the Shipment/Picklist creation if doing so would direct a picker to a Reserve Stock location.This is where the pain point is introduced. We currently utilize the “Tasks” feature in Acumatica to direct our warehouse mobile users to transfer items from Reserve Stock to Forward Pick so that shipments containing affected items can be created.Ideally we would like a proper means of creating a Transfer Order which would direct a warehouse user to transfer the items between locations.I’m wondering if this is already an o

28 minutes ago

claudematherne24Freshman I

Manufacturing

Update standard cost is overriding Warehouse Item Details

I am having the following issue:I have a item that is manufactured with a BOM in one Warehouse, but purchased in another. At the item Warehouse Details for the item, in the Warehouse where we purchase the item, I have the replenishment set to Purchase, no BOM attached in Manufacturing tab, and override stand cost checked. I go in and update pending based on that Warehouse and everything works as expected. But then, when I go and update my BOM for that item, and process Cost Roll and Update Pending, the Warehouse Item Detail cost if overridden. This causes us to have to remember to go back and reupdate the cost at the Purchase Warehouse. Am I doing something incorrect, or just misunderstanding how the process should be working?

29 minutes ago

wxbrianJr Varsity II

Reports and Generic Inquires

Editing or Saving As Pivot redirecting to home page

Hey Everyone, We have recently started to have issues while trying to edit a pivot table from within the GI or Save as New Pivot table. Both options take me to Acumatica’s home page. We have multiple tenants and it works on other tenants except for one. I have admin access and have tried it on other computers, browsers, with other users…I ran out of ideas. Both options above take me to the screen below.The trace doesn’t give me any errors. Have anyone gone through this before?

32 minutes ago

kkeating24Freshman I

Retail

Shoppify Mappings COO / Last Cost / Pricing

Hello @simonliang91 @KarthikGajendran et al. I was looking through the mappings and wanted to see if we have any updates to the following:https://help.acumatica.com/(W(11))/Help?ScreenId=ShowWiki&pageid=5ecd0d16-a869-4ccb-bf09-7ffb05f25a4e& For Shopify integrations I have the need to map:Country Of Origin - I don’t see this as a field value that is mappable in the entity screen and it is not mapped out of the box. Last Cost vs. Current Cost - i know there are couple threads out there (one that I started) but it seems the customization focuses on Matrix Items. It would be nice if we had the option to choose which one, as I have an example where the valuation is FIFO and it is not pulling last cost. It is pulling the current cost (from Standard Cost) so this is effectively 0 in our scenario. Pricing - a general question - does the mapping consider sales pricing at all? either promotional or worksheet based (non b2b)?Cheers,k2

33 minutes ago

dguildFreshman I

Import and Export Scenarios

Change ID Import Scenario off by one line item

I’m trying to change all of my Non-Stock Item Inventory ID Numbers to have “NS-” in front of them. When I run my Import Scenario the first inventory Item does not get changed at all. The second inventory item gets renamed with the New Inventory ID I had for the FIRST item. All subsequent items get similarly renamed with the next Inventory ID in the Data Provider - all off by one record. Any ideas?

47 minutes ago

jwarrenVarsity I

Reports and Generic Inquires

Help with Business Event

I have set up a business event to perform the following:Auto mark items on the Prod Detail as Backflush On or Backflush Off based on an Attribute at the stock item level. Triggered by a Production Attribute (Attribute ID = PURCHVER) being checked off.My issue is that the Business Event only runs when there is one single item on the Prod Detail (and on GI), for some reason the system is not recognizing the business event when there are multiple items on the GI. See below. Business Event - Triggered based on Record Inserted of GI below Generic Inquiry - List of Material on Prod Detail with Prod Attribute as TrueImport Scenario is simply set up to mark the lines as Backflush on or off which I can confirm is working fine. In the list above, AM003535 was recognized and processed without issue. But all other orders do not get recognized in Business Event History when I toggle between the attribute PURCHVER True and False. In theory, each time I mark the attribute as False it falls of the lis

49 minutes ago

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amenzies

Financials

Banks Feeds Issues with Check Numbers

3 minutes ago

DawoodFreshman I

Distribution

Adding Mark for PO on the Sales Order List screen

8 minutes ago

claudematherne24Freshman I

Reports and Generic Inquires

Can I change the default reference of the Report Designer to use a specific verisonin the Preview state

11 minutes ago

dmerrillFreshman I

Distribution

How to Handle Overstock Locations

28 minutes ago

claudematherne24Freshman I

Manufacturing

Update standard cost is overriding Warehouse Item Details

29 minutes ago

wxbrianJr Varsity II

Reports and Generic Inquires

dsimmerlySemi-Pro II

Financials

Fixed Assets Annual Depreciation

We have a client who needs to depreciate their assets (Land/Property) for a FULL year at a time every year. So they may have some assets that depreciate over 5, 10 or 50 years, but they only want the full amount of depreciation for the year on the last day, NOT monthly.We thought we could define a depreciation method for the year, but then it wants to depreciate the first full year on the day you enter it and then the next year it will still calculate monthly.They could do this in their old system, so perhaps I’m just missing something?How can I define the depreciation method for them accurately and have it only post annually on the last day of the year?

1 hour ago

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