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Low Code | No Code Customizations or Integrations

Hiding Tabs on Contact Screen

Using 2023R2, I want to hide the following tabs:Using roles, I’ve been able to hide all but CRM Info, Relations and Marketing Lists. I can seem to find the screens/actions to revoke in the Access Rights by Screen or Roles screens. Any guidance?

4 minutes ago

nicolestantonJr Varsity I

Configuration and Installation

How to Configure Acumatica Payments to Automatically Generate a Payment Link

Hi - we recently switched from Paya to Acumatica Payments/Fortis for our payment processor. With Paya, we could generate payment links automatically when the invoice is released. The team from Acumatica Payments said we could likely set up a business event to do this as well, but I’m not sure what all that would involve. Does anyone have experience setting this up themselves?

12 minutes ago

mralyeaJr Varsity II

Financials

Update inventory valuation report to display Qty Available instead of Qty on Hand

I need to add the Qty available to the Inventory Valuation report, however the entire report seems to be based off Qty on hand in the INTranCost table. We need to know how much of a given product is available and the total cost of everything sitting on the shelf unsold. Has anyone else tried adding this field to the report in report designer?

17 minutes ago

seedcomsupportFreshman I

Financials

Pay to Parent Vendor

Dear all,Please help us in this case:Vendor A is parent of Vendor B. Bills are issued from B, but we must pay to A (Parent of B)In Vendor Profile of Vendor B, we choose Vendor A in Parent Account field . But when we create payment to Vendor A, we cannot choose Open Bills of Vendor B.So How to set up to can pay to parent vendor for bills of child?Thanks and Best regards,

17 minutes ago

Chris HackettAcumatica Community Manager

Events & Meet-ups

Acumatica Community Webinar - Demystifying No Code Customizations - Wed, May 22, 2024 | 9am - 10am PT

This webinar will focus on some of the do’s and don’ts of publishing, creating actions and conditions, adding new fields, modifying workflows, combining customizations and business events, and understanding the makeup of a screen. Tips and tricks will be sprinkled throughout.Presented by David GrossAbout David: I have been an Acumatica business consultant and implementation specialist since 2018. My areas of expertise include Distribution, Manufacturing, Field Service, CRM, and Ecommerce to name a few. I can create complicated GI’s and Reports (ARM and regular) and I am able to guide my clients through complicated needs assessment and create the solutions required to satisfy those business needs. My interest in customizations was borne out of necessity and sustained by curiosity. The more I am able to do without contracting a developer the better, and I am happy to share what I have learned (through much trial and error) so others can feel less intimidated and more empowered. Regi

18 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

31 minutes ago

benb1977

Develop Customizations

Extend same graph in multiple customisations

Hi,Nice to meet you all. Long time reader first time poster.In 2022R1, I am trying to publish a customisation that includes an extension to the SOOrderEntry graph. I am having problems though because an existing customisation that also includes an extension to the same graph is already published. The first time I tried this, the whole application crashed because my extension was the only one published, and the other customisation had other code that tried to obtain a reference to its extension using CreateInstance<SOOrderEntry>.GetExtension<”extension name”>().I tried to replicate this error in a local instance also running 2022R1, but it didn’t happen, and browsing my filesystem provides a clue as to why. In the <Appfolder>\App_Code\Caches folder, my extension is contained in a file named ‘SOOrderEntry.cs’. The other extension is contained in a file named ‘<Package name>.SOOrderEntry.cs’, where <Package name> is the name of the .NET package it exists in.

59 minutes ago

amitr70Freshman I

A data corruption state has been detected - SoLine.

While creating sales order and adding line items in so line i am encountering this error. Below is the screenshot of the error. I am not able to find out the actual cause of the error. Please help.Details : Name: Aggregate Validation: PX.Objects.SO.SOOrder+orderQty. Below is screenshot.We already upgraded within R2, both 206 and 209 but still issue remains there. Please help how to debug this issue as in my code there’s no exception throwing. Let me know if there’s any specific settings or locations to look out for.

1 hour ago

amenzies

Financials

Banks Feeds Issues with Check Numbers

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)

1 hour 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

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1 hour ago

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brucewarrell96Jr Varsity III

Low Code | No Code Customizations or Integrations

Hiding Tabs on Contact Screen

4 minutes ago

mralyeaJr Varsity II

Financials

Update inventory valuation report to display Qty Available instead of Qty on Hand

17 minutes ago

DawoodFreshman I

Distribution

Adding Mark for PO on the Sales Order List screen

31 minutes ago

benb1977

Develop Customizations

Extend same graph in multiple customisations

59 minutes ago

amitr70Freshman I

A data corruption state has been detected - SoLine.

1 hour ago

amenzies

Financials

Banks Feeds Issues with Check Numbers

1 hour 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?

1 hour 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

1 hour 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?

1 hour 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?

1 hour ago

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