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Omar GhaziAcumatica Moderator

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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18 minutes ago

9001Freshman I

Distribution

Intercompany Sales Price Not updating in the Sales Order

Hi Connections, I have a question about intercompany sales orders > Sales Pricing not updating as configured. I've provided the scenario below.Let's say inventory ST0034 I am creating a purchase order on behalf of SERVICE EAST Company. Vendor will be a WHOLESALE company. I set the vendor pricing as "RM 200" and the sales price as "RM 300". As I can see in the PO, the vendor price has been modified in accordance with the vendor pricing document. Then I convert that PO into a SO after noticing that the inventory price has not been updated as per the sales price in the sales order. Still, it appears to be merely the vendor purchase price. Since it was an intercompany transaction, we defined the price in sales pricing, Can anyone help me on this… Thanks in Advance. RegardsRam

21 minutes 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.

24 minutes ago

philr75Freshman II

Financials

GL Access Account/SubAccount interaction question

Good morning all. I’m attempting to assist a client using GL account/subaccount restriction and having issues with it. I’m going to provide a stripped down description of what I’ve tried and I appreciate if anyone could jump in with a suggestion on how to make this work.For sake of example, let’s say we have your basic chart of accounts using 10000-19999 for assets, 20000-39999 liabilities, 40000-49999 revenues, 50000-59999 COGS expenses, and 60000-99999 for various other categories of expenses. They also have subaccounts, so for keeping it simple lets say there’s a default 0000, and then AAAA, BBBB, and CCCC. The client would like to restrict 0000 such that it cannot be used for accounts 40000-99999. After reading the help file, I created two groups.Group 1 Type A. This group had all users, every account 40000-99999, and subaccounts AAAA, BBBB, and CCCC.Group 2 Type A inverse. All users, every account 40000-99999, and only subaccount 0000. That seems to work fine when dealing with ac

29 minutes ago

blegardaFreshman I

Everything Else

Anyone currently using yearly support after implementation?

Not sure if this is a popular question or allowed on this group, but I am curious to know what added support looks like beyond implementation. Is there a list of cloud based companies that you can find on here for yearly support adds?TIA.

43 minutes 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!

56 minutes ago

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Data binding issue in Report Designer

Hi Everyone,Good Morning,I need data from FSServiceOrder table based on the CustomerID and LocationID to the report.For example:Based on the SrvOrdType, RefNbr we have CustomerID and LocationID. For this CustomerID and LocationID we have multiple data in the FSServiceOrder. So I need to get that multiple data into a sub report based on the filters CustomerID and LocationID.So please help me out, how to get that multiple records based on the filters in same DAC.FYI...Please see the below attached screenshots:

57 minutes ago

ifelixFreshman I

Reports and Generic Inquires

Report Designer: Open status SOOrder parameter

Hi. In my report parameters I want to load Sales order number parameter that has open status only. How can i achieve this ? Please help!I tried to achieve this by setting the soorder.status equal to N in the filter section. But it’s not working. Can anyone help?!

1 hour 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?

1 hour ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

We are having an issue where we have multiple technicians on an appointment, let’s say three for example, one departs (only selecting themselves to depart), then he arrives (again only selecting themselves), and the appointment moves to In Process. Once this happens, it starts logging time for all the technicians, even though there was only one selected and they are the only ones who have a travel time log. Obviously the other techs are not there, so they should not have their time being tracked. Here’s an example of what it looks like after arriving the one technicianAny help is appreciated, thanks!

1 hour ago

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9001Freshman I

Distribution

Intercompany Sales Price Not updating in the Sales Order

21 minutes ago

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Lookup data not populate in Reports

24 minutes ago

blegardaFreshman I

Everything Else

Anyone currently using yearly support after implementation?

43 minutes ago

jamestJr Varsity III

Reports and Generic Inquires

Power BI Connection

56 minutes ago

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Data binding issue in Report Designer

57 minutes ago

ifelixFreshman I

Reports and Generic Inquires

Report Designer: Open status SOOrder parameter

1 hour ago

JReppardFreshman I

Reports and Generic Inquires

Template Email Double Spacing lines

1 hour ago

DrewNisleyJr Varsity I

Field Service

Arrive action on appointments starts log for all techs

1 hour ago

blegardaFreshman I

Field Service

Import Templates for Customers and customer equipment

Is there any generic import templates for a customer list? Where am I able to find them if so? Also looking for a generic template for equipment list import scenario. TIA.

1 hour ago

AleciaFreshman II

Develop Integrations with Web Services | APIs

Extract data from general inquiry from via api

Good day, Can we kindly request some assistance regarding extracting data from a general enquiry form via an api call. We’re trying to export a large list of data (screenshot 1) containing product stock details. We’ve created a general inquiry form and extended an api endpoint. Upon trying to query this new endpoint we are receiving an error: "Optimization cannot be performed.View Results has BQL delegate (screenshot 2) We’ve also had a look at perhaps creating a custom export action endpoint (screenshot 3) for the general enquiry form. Unfortunately we’ve been unsuccessful in attempts to achieve this. Any guidance regarding either approach will be appreciated. Kind regards,Alecia

1 hour ago

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