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emelda71Jr Varsity II

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!

4 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:

9 minutes 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?

54 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

2 hours ago

HarshitaCaptain II

Import and Export Scenarios

JSager76Jr Varsity II

Financials

Restriction Groups to prevent listing of GL account amount on report or GI

We are currently on 22r2 and will move to 24r1 soon.We have the need to stop users from seeing and being able to drill down into certain accounts on the P&L by branch report. The users are all in the same branch, but not the same “department”. They should not be able to see wages for the branch management (highest priority), and preferably not other departments in their branch (secondary concern).I have set up a restriction group and assigned only top management and finance to the group. I have also assigned the specific sub accounts, and then the specific GL account, to the RG as well.The result is that the user can access the P&L by department, see the Wages listed on the P&L in total form. Further, then can click on the amount and drill into the Wages amount, seeing the restricted account detail, as well as the associated subaccounts, some of which are restricted also.I have read the help text documentation and understand that for performance reasons, this is the res

10 hours ago

Rmak0501Freshman I

Reports and Generic Inquires

Change field setting

Hi,In report “Account Details”, it only allow to run a single Account each time. I want to run a range of account, just like Period. I try to work on customization but not successful. Could some one help me on that?Thank you.Raymond

10 hours ago

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emelda71Jr Varsity II

Financials

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

4 minutes ago

HarshitaCaptain II

Configuration and Installation

Creating new role and assigning to user issue

9 minutes ago

michaelndungi64Freshman I

Develop Customizations

SyncPostion not working on Grid view

2 hours ago

HarshitaCaptain II

Import and Export Scenarios

Purchase Receipt Import Scenario with Add PO

2 hours ago

vannakheng66Freshman I

Develop Customizations

PXReportTools doesn't exist in current context

3 hours ago

harishr44

Distribution

How to add the company Logo on the PO printed form in Acumatica

How to add the company logo to the purchase order screen print form in Acumatica

5 hours ago

bigred1022

Reports and Generic Inquires

Pointing widgets to signed on user.

9 hours ago

JSager76Jr Varsity II

Financials

Restriction Groups to prevent listing of GL account amount on report or GI

10 hours ago

Rmak0501Freshman I

Reports and Generic Inquires

Change field setting

10 hours 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

13 hours ago

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