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Hello,VERY new to all of this (our company is going live next week). I’ve been watching the university videos and looking around here, but I cannot seem to get the answer to my issue. To keep it as simple as possible, I copied a dashboard for Sales Manager which shows all kinds of information in widgets for every salesperson. I want to take that copy, and make it so it only shows data in the widgets for the person who is logged in and make it accessible to all of our sales team. I’ve tried various @me’s but it just doesn’t work. Maybe I’m picking the wrong field? I’m just spinning at this point mentally trying to get what seems like should be a very easy modification to work. Any help is greatly appreciated. EDIT: I have been able to make the widgets work if I manually edit each one to a specific person. I’m trying to avoid doing that 75 times. Hoping I can just pass the value of the logged in user down to each of them.

3 minutes ago

sruthic25

ISV Solutions

How to fix Acuminator warning PX1076

I am encountering a warning message with the following content. Could you please assist us in resolving this issue? PX1076"Warning"This code calls Acumatica internal API marked with PXInternalUseOnlyAttribute which is not intended for public use. CustomerSchemaDetails details = SalesPersons.Search<CustomerSchemaDetails.sourceField>(SchemaConstants.LocationID); if (details?.IsActive == false) { details.IsActive = true; // am getting warning in this line number SalesPersons.Cache.Update(details); } Thank you in advance.

12 minutes ago

HarshitaCaptain II

Configuration and Installation

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:

19 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

27 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,

33 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

37 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 ?

39 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!

41 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

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bigred1022

Reports and Generic Inquires

Pointing widgets to signed on user.

3 minutes ago

sruthic25

ISV Solutions

How to fix Acuminator warning PX1076

12 minutes ago

HarshitaCaptain II

Configuration and Installation

Creating new role and assigning to user issue

19 minutes ago

mprimeau

Financials

Quebec sales taxes?

27 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.

37 minutes ago

emelda71Jr Varsity II

Financials

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

41 minutes 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

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