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How to Programmatically Open/Close Financial Period

Hi TeamWe have a requirement where on payment save we have to programmatically open the financial periods, if closed. I have tried to Implement logic in ARPaymentEntry graph on Save but it is not working as expected, can you help please to achieve this.public delegate void PersistDelegate(); [PXOverride] public void Persist(PersistDelegate del) { if (Base.Document.Current != null/* && Base.IsImport == true*/) { FinPeriodStatusProcess finPeriodStatusProcess = PXGraph.CreateInstance<FinPeriodStatusProcess>(); finPeriodStatusProcess.Filter.Current.Action = FinPeriodStatusProcessParameters.action.Open; finPeriodStatusProcess.Filter.Current.FromYear = "2024"; finPeriodStatusProcess.Filter.Current.ToYear = "2024"; string month = "202404"; string year = "2024"; FinPeriod masterFinPeriod = PXSelect<FinPeriod, Where<FinPeriod.fin

25 minutes ago

DanielOh90Acumatica Employee

Everything Else

Announcing our New Acumatica Referral Program to Reward our Community for Referrals

We are fortunate to have a highly engaged community of customers, partners, consultants and developers who share a passion for the Acumatica solution and our mission to enable tomorrow’s leading companies to innovate, collaborate, and grow on their terms. Our community often advocates on our behalf, recommending Acumatica to their peers at other organizations. To recognize and reward our community, I am excited to announce our new Acumatica Referral Program to celebrate our most passionate advocates. It's our way of saying thank you for being part of our community and building the future of business, together. Our program offers rewards and exclusive benefits to individuals that invite peers to join our Acumatica community, with no costs attached or ongoing requirements to participate. An Acumatica referrer will receive up to a $1,250 USD referral fee ($250 USD for every new qualified opportunity and an additional $1,000 USD for every new customer purchase). We are excited to launch

1 hour ago

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Lookup data not populate in Reports

Hi Everyone,Good Morning,I have added a multiple filters in Report Designer. But, all are working fine expect Location lookup data not populated. Here is my setup… So please help me out, How to fix this? Thanks,Nageswararao A.

1 hour ago

bcoutermash09

CRM

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!

1 hour 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!

2 hours ago

JReppardFreshman I

Reports and Generic Inquires

Template Email Double Spacing lines

Has anyone had any issues with / when sending a email via a template, the message will look exactly how you want it to look on the template, in “all emails” it looks good, but when received in outlook it looks like it goes from no spacing between lines to double spacing. Every line, including signature from “my profile” being inserted looks like it’s going from single space to double or 1.5x. It looks unprofessional and not sure what the problem is. Any ideas?

2 hours ago

tahayabaliFreshman I

Develop Integrations with Web Services | APIs

Create new DAC and put data Using Rest API

Hi All, I need to create new DAC and dump data into new DAC using Rest API. I know how to code and put data but I am stuck in few questions like If I started new creating new DAC do i need to define new fields in that and save data accordingly and Also how can i access that DAC using API? is there any blog that can give similar idea.

2 hours ago

william3Freshman I

Financials

GL Account Reconciliation

One of the key financial differences between Acumatica, Netsuite and Intacct is that the latter of the two have account reconciliation modules. Of course, everybody has bank reconciliation which is one type of GL account that has to be reconciled, but many companies are required by banks or auditors to explain many other balance sheet accounts and this can be a real headache to members of the financial team. To help win over the finance department to Acumatica, we need to offer a competent reconciliation module to stay competitive.The essence of an account reconciliation module is that transactions that make up a balance sheet account at the end of a period are traceable to specific documents on the company side, and most importantly reconcile these against a statement or other documents from a third party. This could work in conjunction with the AP automation in that a PDF can be brought in and items on that PDF can be tied to the account balance. Some likely accounts are loans and no

2 hours ago

KarthikGajendranAcumatica Moderator

Retail

[23R1]-Import Matrix Items, Template Items using Import Scenario, Convert Stock/Non-Stock item to Matrix Item and vice versa and making the Matrix Item as Kit

In continuation with the below article, the current article explains how the same can be done in 23R1 and the difference between 22R2 and 23R1. Like in 22R2, in 23R1 there are out of box import scenarios for Template Item(Import Template Items), Matrix Item (Import Matrix Items). The Edit Template ID checkbox in the Item Class form which enabled the Template Item ID field in the Stock/Non-stock form is removed. The Is a Kit checkbox is enabled in the Matrix Item which allows the Matrix Item to be created as a Product Kit. Check All the above is done out of the box. Now to make the Template ID field editable in the Matrix item screen, the user has to publish the attached customization(“ImportMatrixItems2023R100.zip”) to this article. This customization package must be used only with 2023R1 and above. There is a customization package for users who do not have commerce module as well. Check the attachment: “ERPImportMatrixItems2023R1002.zip” For 22R2, check If the selected Templ

3 hours ago

mfrance02

Distribution

Track revenue on an inventory item which has never been sold

Is it possible to track revenue for an inventory item which is rented out before it is eventually sold? There would also be a revenue share paid from the rental location back to the parent company. Thank you!

3 hours ago

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saikrishnav35Freshman I

Develop Customizations

How to Programmatically Open/Close Financial Period

25 minutes ago

bcoutermash09

CRM

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

1 hour ago

jamestJr Varsity III

Reports and Generic Inquires

woodyg84Jr Varsity III

CRM

Incoming junk email could not get deleted

Showing “An invalid character was found in the mail header: ','.

3 hours ago

tamiholmes54Freshman I

Reports and Generic Inquires

Email Templates

Does anyone know if there is a specific setting so that the Email Template works the same on invoice screen from Actions > Email vs Actions > Print and then Email from the Invoice. I have set the template on the invoice in Report Writer and have the same invoice template set up on client and project and AR preferences. The Actions > Print and then email template is showing the DAC Labels instead of the DAC values. I have another tenant that works fine and the settings are exactly the same between, but this is a new template I have created and it just seems like it is a bug. I know I can build out the body, email, etc in the Report Designer and I have done that for some of the fields as simpler, but it seems I should be able to manager it in the Email Template. First screen print is what is received via email (showing DAC Labels). Second screen print is the template itself. When on template I can click on Preview and it looks fine. Note when invoice is sent out via Actions &gt

7 hours ago

ejmillarJr Varsity II

Financials

General Ledger Anomaly Detection

Has anyone managed to successfully setup the GL Anomaly Detection within the Sales Demo environment?I’m trying to train a model using the PRODUCTS company but the training keeps failing and the following warning is displayed: ‘The model is not ready for analysis. Not enough data was sent to the model for accurate analysis. You can attempt to train the model after adding transactions.’

7 hours ago

harunh69Freshman I

Low Code | No Code Customizations or Integrations

Sales order quantity available will go negative warning

When I try to create a sales order, I would encounter a warning Updating item 'APJAM08 0' in warehouse 'WHOLESALE ' quantity available will go negative. Because of this warning, I’m unable to create a Shipment. Can anyone tell me how I could resolve it.

8 hours ago

raphrfSemi-Pro II

Develop Customizations

Grid - How to prevent adding new row automaticly

Hi group,When cursor reaches the last editable cell, it creates a new rowDo you know if it's possible to prevent adding new row automaticly at the end of a row (when pressing enter) in grids of acumatica? People have "Insert" right(not delete), they can Cancel the row after an unvolontary inserting but it's little bit anoying Thanks =)

9 hours ago

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