Discussions, Best Practices, and Product Feedback

Recently active
Forums
Help others

ReportDesigner API Documentation

Hi,i wonder if there is a documentation for the API the ReportDesigner uses to query, download and upload reports to an instance?We would like to create a tool to sync a local directory of reports with an instance. Instead of doing them one by one with ReportDesigner.RegardsPascal

3 minutes ago

rcreasyVarsity I

Configuration and Installation

Limit Access rights on specific branches

I need to allow limited access to a branch outside a user’s home branch.One specific example - Our production managers need to see inventory levels at branches other than their own. This ability lets them find stock items they need to order from a sister branch. I don’t want to give the production manger the same rights they have on their own branch.Is there a way to do this?Also, this is just an example. There are other similar situations.

10 minutes ago

aiwanJr Varsity III

Low Code | No Code Customizations or Integrations

CROpportunityProducts: Custom field lengths changing between DAC & DAC Declaration

Hi Guys,I have encountered an issue where in the customisation project editor, I am writing an extension for CROpportunityProducts and below is the declaration: #region UsrCloser [PXDBString(2)] [PXStringList(new string[] {"T4", "T2", "NA"}, new string[] {"TS4000", "TS2000", "N/A"})] [PXUIField(DisplayName="Closer")] public virtual string UsrCloser { get; set; } public abstract class usrCloser : PX.Data.BQL.BqlString.Field<usrCloser> { } #endregion #region UsrDoorHanding [PXDBString(3)] [PXStringList(new string[] {"LHH", "RHH", "LHA", "RHA", "BHA"}, new string[] {"Left Hand Hung", "Right Hand Hung", "Left Hand Active", " Right Hand Active", "Both Hands Active"})] [PXUIField(DisplayName="Door Handing")] public virtual string UsrDoorHanding { get; set; } public abstract class usrDoorHanding : PX.Data.BQL.BqlString.Field<usrDoorHanding> { } #endregion #region UsrVPSpec [PXDBString(512)] [PXUIField(DisplayName="VP Specification (D

1 hour ago

matthewgerdanJr Varsity III

Develop Customizations

Processing screen to perform 1 action on a set of records instead of 1 action per record.

Hi Everyone, I wouldn’t mind some direction before I get stuck into this. In short I want a processing screen that performs a single action over all the selected records instead of one action per record.A bit of background first, our company doesn’t quite a manufacture our products, but we do build them using the kitting feature. (Packaging and labeling and basic assembly done in house etc) I have developed a customisation that takes a forecast of what we are expecting to sell (sale units) and it then calculates how much of the purchase components that we will need, compares this to our current inventory levels and then looks at things like the vendor lead time, safety stock etc and generates recommendations for what we should by and when. A small example of this looks like below (The actual run of this would have a lot more lines with larger spread vendors)We intend to run this with a fresh forecast every week, so while the plan may generate multiple purchase recommendations within th

8 hours ago

ajohnson06

Import and Export Scenarios

Wells Fargo Payment Manager

Hello, I am attempting to create an ACH Export to go along with the Wells Fargo Payment Manager through the batch payments screen. I found out from Acumatica that we cannot utilize the Cash Account Details, or VendorAccountDetails in an Export scenario based on the Batch Payment screen.The ticket was moved to Acumatica services, and they quoted an obscene amount to write this. Has anyone tied into WF Payment Manger? If so, would you be willing to give a little direction as to how this was accomplished?Thanks in advance!

11 hours ago

bmccauley13

Distribution

Ship warranty replacement before receiving return

When a customer makes a warranty claim, we replace the item for free. We want to ship the replacement out immediately and don’t want to wait to receive the defective product. I am using the RR (return with replacement) order type but am unable to Create Shipment without first running the Create Receipt process and confirming that the return shipment has been received. Am I not able to use the Return with Replacement order type to ship out a replacement product before receiving the defective product? If not, what is the best process for handling this scenario? Process:Create new RR order In the details section, use the Add Invoice button to select the invoice containing the item that needs replaced Click the Create Shipment button to send out the replacement itemThis results in the error “Order RR does not contain any items planned for shipment”.

12 hours ago

simonliang91Acumatica Employee

Retail

How To: Create a custom mapping in Shopify Refund entity

In the current Shopify connector, it doesn’t support the custom mapping in the Entity mapping screen for the Refund entity, but if you want to have some custom mappings in the Refund order, you can do it in the customization project. In this topic, I want to share how to create a custom mapping in Shopify refund entity through the customization package. You can make a mapping to the original field or custom field. I tested it in 2023R2 and it works well. Create a new customization project Create a new code file, and extend the Graph from SPRefundsProcessor. Override the method CreateRefundOrders public class SPRefundsProcessor_Extension : PXGraphExtension<PX.Commerce.Shopify.SPRefundsProcessor> { public static bool IsActive() => CommerceFeaturesHelper.ShopifyConnector; #region Event Handlers public delegate Task CreateRefundOrdersDelegate(SPRefundsBucket bucket, MappedRefunds existing, CancellationToken cancellationToken); [PXOverride] public Task CreateRefundO

14 hours ago

epanJr Varsity II

Everything Else

open period report for companies in the same tenant

Hi There,We have many companies in the same tenant with different financial year ends. Just wondering if there’s a report to view the current opening period/close period for all the companies. Just wanted to double check if all the periods are closed across all the companies at month end. Thank you.

14 hours ago

tahayabaliFreshman I

Develop Integrations with Web Services | APIs

Connection of Zapier or MS PowerAutomate with Acumatica

Hi all, I am planning and checking to find if there is a way to connect Acumatica with Zapier or MS Power automate to perform some tasks for eg if new customer added in acumatica so it should raise notification on teams to me and my Manager. Note: This is just an example but I am planning to connect it for others tasks as well. Any guide will be appreciated. Thanks

15 hours ago

jcox43Freshman I

Reports and Generic Inquires

GI Error after upgrade to 2023 R2

We just upgraded from 2021 R2 to 2023 R2 and I noticed a generic inquiry that was throwing an error of: “Operand type clash: datetime2 is incompatible with int” I looked at the DB on both 2021 and 2023 and the field “RequestDate” seems to be datetime2 in both versions. Does anybody know why this statement below would no longer work? If I swap these fields to add a +1 on the “ConfirmedDateTime” it works correctly by adding a day to the date.I have a workaround but I was just curious why this is no longer working or a way to get it to work correctly. =IIf(([SOShipment.ConfirmedDateTime]<=([SOLine.RequestDate] + 1)), 1, 0) Thanks

15 hours ago

Discussion Forums

Get inspired and gain all the knowledge you need

Financials

1724 topics
5731 Replies

Distribution

1666 topics
6451 Replies

Manufacturing

591 topics
2221 Replies

Construction

566 topics
1912 Replies

CRM

153 topics
448 Replies

Field Service

272 topics
911 Replies

Retail

450 topics
1973 Replies

Payroll

211 topics
695 Replies

Low Code | No Code Customizations or Integrations

218 topics
784 Replies

Develop Customizations

2358 topics
9582 Replies

Develop Integrations with Web Services | APIs

558 topics
2287 Replies

ISV Solutions

120 topics
486 Replies

Configuration and Installation

744 topics
2704 Replies

Reports and Generic Inquires

1713 topics
6674 Replies

Import and Export Scenarios

659 topics
2719 Replies

System Health and Performance

131 topics
478 Replies

Community site discussions

225 topics
420 Replies

Community Introductions

95 topics
281 Replies

Everything Else

709 topics
2355 Replies

News & Announcements

Acumatica News & Updates

110 topics
154 Replies

Events & Meet-ups

132 topics
83 Replies

Developer Newsletter

19 topics
0 Replies

43 topics
0 Replies

rcreasyVarsity I

Configuration and Installation

Limit Access rights on specific branches

10 minutes ago

aiwanJr Varsity III

Low Code | No Code Customizations or Integrations

CROpportunityProducts: Custom field lengths changing between DAC & DAC Declaration

1 hour ago

bmccauley13

Distribution

Ship warranty replacement before receiving return

12 hours ago

epanJr Varsity II

Everything Else

open period report for companies in the same tenant

14 hours ago

tahayabaliFreshman I

Develop Integrations with Web Services | APIs

Connection of Zapier or MS PowerAutomate with Acumatica

15 hours ago

sean21Jr Varsity III

Import and Export Scenarios

Error: Items have not been processed success. View Name: Schedule.

I am trying to create an import scenario that deletes all Transaction line items in the Deferral Schedule. I keep getting the following error. I tested several different ways and I don’t know why this error is coming up. My ultimate goal is to delete all transaction table line items in the deferral schedule, then add 1 new line item, but I just want to test deleting first. Can anyone spot something obvious that I am missing? Note: The deferral schedule is Open and the transactions are editable.

15 hours ago

lawsontJr Varsity II

Retail

The record cannot be synced because it does not exist in the external system

I’ve had this issue for exactly a month now. Items randomly fall into this error status of “The record cannot be synced because it does not exist in the external system”. All of these also have the characteristic of being a Status = Deleted. The item itself isn’t deleted but the Sync History record is. See this video which shows that when I try to update the status and sync the item, it automatically falls back into the status of Deleted: We’ve been manually updating our inventory in Shopify, among other manual updates due to bugs. It’s very labor intensive and we’re going into our busy season. We migrated to Acumatica due to the integration with Shopify, but it’s not working out so great. Please help!

15 hours ago

tmccormick49Freshman II

Financials

Acumatica printing checks from 2 Cash Accounts in one check run

Client is running Device Hub to print checks on 22.212.0046. Recently (and intermittently) when printing checks by company (has ~130 companies in one tenant), the checks will print for 2 separate cash accounts in the same run. i.e. client prepares checks Company A for cash accounts CA-1 and CA-2 . Switches to Prepare/Print for CA-1 and clicks Process, the checks for both CA-1 and CA-2 print with the number sequencing from CA-1. They’ve been live for a year and this started 3-4 weeks ago, but frequency appears to be accelerating and affecting different companies. There is a customization, and I intend to restore a snapshot locally, unpublish and test, but wanted to see if anyone had seen something like this before.Thanks.

15 hours ago

ifambroFreshman I

Financials

Check Number Skips After Payment Method is Changed

We noticed that when a payment is being created and the payment method needs to be changed, the next payment to use the Check payment has moved forward to the next check number despite not using it on the previous payment. Screenshots start with payment to vendor and check 3339, changed to fedwire. The next vendor is set up to be paid and the check has skipped the unused 3339 and moved forward to 3340.Has anyone seen anything like this?

16 hours ago

DawoodFreshman I

Configuration and Installation

Acumatica's adds Add-in for outloook

Hello, I am wondering if Acumatica’s add-in for Outlook will work on the Office 365 web base. Has anyone been able to install Acumatica’s add-in on Office 365 Web?

16 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

raphrfhas earned the badge Construction expert
philr75has earned the badge Easy talker

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