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MEGAN FRIESEN - ACUMATICA COMMUNITY FEATURED MEMBER FOR JULY 2024



Meet Megan Friesen our Acumatica Community Featured Member for July 2024. It’s
great to have you as part of the Acumatica Community @meganfriesen37! Here is a
little bit about Megan: I grew up and still live in Calgary, AB, Canada and work
for Contego Software Solutions as a Business Systems Analyst. In my role I wear
many hats including Sales, Implementation, Training, and Support. I went to
school in Calgary and started out with a degree in Business Administration and
from there I completed my CGA designation (now CPA). One of the courses I
enjoyed the most during my studies was a course on ERPs and system change
management. But that’s not where my career started. I started out in the oil and
gas services industry, first in accounts payable, then corporate accounting, and
finally in project accounting. After being a part of two system conversions
first from SAP to JE Edwards and then from JDE to Oracle I was fully bitten by
the ERP bug and made the switch over to Contego in 2019. My accounting
background has been a great fit as I work with our Acumatica clients. My primary
focus and area of expertise is finance, project accounting, distribution, and
reporting but I’ve worked with pretty much every edition of Acumatica now. I’m
surrounded by a great team at Contego, and we’ve really got a broad background
of experience. I always appreciate the knowledge that I gain from other
community members here. Being from Calgary, we’re about an hour from the
mountains so I love to get out and go camping, hiking, and skiing in my spare
time. I’ve also got two amazing little boys that keep my life full of
excitement! My husband and I will be celebrating our 10th anniversary later this
summer.




21 days ago
1245


WHAT YOU MAY HAVE MISSED IN THE ACUMATICA COMMUNITY! JUNE, 2024



Dear Community Member, With so much going on in the Acumatica Community I have
consolidated recent activities in case you missed anything. Connect, Learn and
Share How to Answer Questions on Acumatica Community - We need everyone’s help!
Active Participation is needed from every Community user; everyone can provide
valuable input using their individual skills and interests. When more people
participate, all members benefit - - we need diverse backgrounds, cultures,
experiences, opinions, values and perspectives. Megan Friesen - Acumatica
Community Featured Member for July 2024 Meet Megan Friesen our Acumatica
Community Featured Member for July 2024. It’s great to have you as part of the
Acumatica Community @meganfriesen37! Acumatica Community Webinar - Demystifying
No Code Customizations - Thu, June 27, 2024 - Recording This webinar continues
the 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. Product update announcements Acumatica 2024 R1 Update 6
Build 24.106.0018 Acumatica 2023 R2 Update 13 Build 23.213.0015 Acumatica 2024
R1 Update 7 Build 24.107.0004 Acumatica 2024 R2 Preview 2 Acumatica 2023 R1
Update 19 Build 23.119.0015 Tech tips and helpful information Known issue: If a
user generated the Pay Stubs report by clicking Display Pay Stubs on the payment
batch, the system did not include all employees in the report Known issue: In
some cases, on the Configuration Maintenance form, no rule records were uploaded
from the file How to resolve the "File type heic is not allowed" or "File type
pvt is not allowed" errors Error adding Action Execution to Business Event Known
issue: In specific updates of Acumatica ERP 2024 R1, in rare cases, Product
Availability sync could fail with the "The request message was already sent.
Cannot send the same request message multiple times." error message Known issue:
In some cases, the export of product availability information to a Shopify store
failed due to the "The template item could not be synchronized because some of
its matrix items have not been found in the external system" error After an
upgrade to Acumatica ERP 2024 R1 and later major versions, users could lose
access to custom generic inquiries and forms due to changes in the logic of
setting restriction levels for system objects Known issue: In certain updates of
Acumatica ERP 2024 R1 and 2023 R2, in some cases, users could not release
retainage for AP bills associated with projects due to the "Error: 'Subaccount'
cannot be empty" error Customer Portal Payments Customization Known issue: In
Acumatica ERP 2024 R1 and 2023 R2, in some cases, the "Operand data type NULL is
invalid for max operator" error appeared when a user tried to process the item
on the Recalculate Inventory form IsActive Method in DAC and Graph Extensions
How to Override the Default Navigation for DAC Attributes Aggregation Known
issue: If a user tried to save a negative move transaction for a production
order, the system displayed the "Updating item InventoryID in warehouse
WarehouseID quantity available will go negative" error How to resolve the issue
when employee ID from the Customer/Vendor value of a project transaction is not
copying to a Vendor column of the corresponding pro forma invoice line Known
issue: The Project WIP (PM651500) and Project WIP Details (PM652500) reports
could show an incorrect the Remaining Contract amount Ability to sync Payment
terms from Shopify Order to Acumatica Sales Order Known issue: On the Cash Sales
form, users could delete released documents of the Cash Sale and Cash Return
types, which were not associated with sales invoices Known issue: On a user
attempt to save a customer payment method, the system returned the following
error: An error occurred during processing of the field Value: Object reference
not set to an instance of an object Attribute Adjuster Known issue: In some
cases, if a user attempted to open the Assignment and Approval Maps form, the
following error occurred: Unable to cast object of type
'PX.Objects.AP.Standalone.APQuickCheck' to type 'PX.Objects.AP.APPayment' Known
issue: On a user attempt to sign in to HMRC Making Tax Digital on the External
Applications form, the system returned the following error: Application not
found Attend Training Sessions and Earn CPE Credits Known issue: When a user
tried to run billing for a service order or appointment, the system returned the
following error: 'Line Type' cannot be empty FIXED For Process Shipment:
Updating the 'SOPackageDetail' record failed because data in some field is too
long Known issue: Users experienced performance issues when working with the
License Monitoring Console form Known issue: In rare cases, the "The entry form
(ID: AR303000, title: Customers) cannot be automated" error could occur when a
user was opening the Customers (AR3030PL) substitute form Known issue: In the
Acumatica mobile app, a user could not open a project quote from the Approvals
screen due to the "Server Error (404)" error Known issue: In Acumatica ERP 2024
R1, if a user published a customization project with a customization plug-in to
multiple tenants, the system published all the project content except the
plug-in and returned the error Known issue: The DeviceHub application was not
reconnected if the Acumatica ERP instance was restarted Known issue: In some
cases, when a non-raw document (an Acumatica report) and a raw document (a
document with the ZPL format) were selected for printing together on the Print
Jobs form in Acumatica ERP, the print job was discarded Newsletters Acumatica
Customer Newsletter - June 2024 Acumatica Partner Newsletter - June 2024
Acumatica ISV Newsletter - June 2024 Acumatica Newsletter - June 2024 Don’t
miss! - Upcoming events Master Distribution KPIs: Your Path to Sustainable
Growth - July 09, 2024 10:00 am - 11:00 am PST Finish Construction Projects on
Time with Acumatica - July 11, 2024 10:00 am - 10:45 am PST Supercharge
Manufacturing Operations with Real-time Analytics - July 16, 2024 10:00 am -
11:00 am PST Unlock Financial Insights with Acumatica Cloud ERP - July 18, 2024
10:00 am - 10:45 am PST Overcome Distribution Challenges: Inventory, Purchasing,
and Warehousing - July 23, 2024 10:00 am - 10:45 am PST Profit-Boosting Amazon
Strategies for Retailers, Manufacturers, Distributors, and Wholesalers - July
25, 2024 10:00 am - 10:45 am PST Unlock Your Potential: Acumatica Workshop for
Experienced Consultants; Denver, CO Sept 16-19, 2024 Did you miss? - Past events
Eliminating Data Blind Spots with Acumatica, Celigo, and Velixo - June 12, 2024
11:00 am - 11:45 am PST Scaling Your Construction Business with Acumatica: A
Webinar for Concrete, Foundation, and Paving Contractors - June 25, 2024 11:00
am - 11:45 am PST Acumatica Community Webinar - Demystifying No Code
Customizations Part 2 - June 27, 2024 - Thu, Jun 27, 9:00 AM - 10:00 AM PST The
Amazon Effect: Profit-Boosting Strategies for Retailers, Manufacturers,
Distributors, and Wholesalers - June 27, 2024 10:00 am - 10:45 am PST That's it
for now folks but I'm sure there will be a lot more soon! Take a moment to get
in on the questions, conversations and ideas in the Acumatica Community and make
your voice heard! Regards,




21 days ago
1500


WELCOME TO A GLOBAL COMMUNITY



Hello everyone, I am Kim Clarke, an executive at MYOB. I’m excited to welcome
all of the new MYOB Acumatica users to this vibrant community. As you likely
know, MYOB and Acumatica are strategic partners, having exclusively worked
together for over 10 years to bring the award-winning platform to Australia and
New Zealand. As technology partners, MYOB works directly with Acumatica to
localise the platform and create additional functionality like Payroll and
compliance features specifically for Aussie and Kiwi businesses. Starting today,
Aussie and Kiwi users get access to over 22,000 Acumatica users from all over
the world. It’s an amazing opportunity to learn, grow, and share with people who
face similar business challenges. To ensure MYOB users can recognise each other,
and we can provide specific guidance for AU & NZ functionality, we are asking
our community users to adopt the #MYOB tag in their posts. You can also
subscribe and post in this forum for specific AU & NZ updates and questions. For
more information on how the community works, visit the MYOB Knowledge Base here.
We’re looking forward to welcoming all our MYOB Acumatica users here, and truly
creating a global community! Thank you, Kim Clarke Executive General Manager,
MYOB




14 days ago
1260


NEW COMMUNITY USERS REQUIRE MODERATOR APPROVAL BEFORE POSTING AND REPLYING



New community users require moderator approval before they can post or reply.
Please note approval can take up to 24 hours. If you have an urgent product
issue, contact your designated support. If you have a question regarding the
approval of your registration, please reach out to
christopher.hackett@acumatica.com.




5 months ago
2111

 * Recently active
 * Forums
 * Help others

S

skumar98Freshman I
asked in Distribution

CAN ACUMATICA AUTOMATICALLY MATCH THE 'EDI 856 - ADVANCE SHIP NOTICES' FROM THE
SPS COMMERCE TO THE 'ORDERS' THEY BELONG TO IN ACUMATICA?


..

04
A

1 hour ago
aclairFreshman I
asked in Distribution

GS1 UOM MAPPING "EA"


All Data Parses Accurately when scanning using (30) or (37) however UOM “EA”
does not populate and causes error in processing transfers. Cross ref in Stock
Item Screen with associated UOM States (30) and (37) are effective however do
not specify UOM like (3202) LB etc

01

1 hour ago
H

HarrySemi-Pro I
asked in Low Code | No Code Customizations or Integrations

HOW CAN I ADD AN EMPLOYEE ID SELECTOR ON THE LINE LEVEL?


Hello, How can I add a new column for Employee ID selector field on the Line
level of Invoices & Memos (AR301000) → Details tab. So when the user would
manually select the Employee ID the system should automatically fill in the
Employee Name in a second new column. Thanks.

03
H

2 hours ago
nhatnghetinhCaptain II
asked in Reports and Generic Inquires

ANALYTICAL REPORTS CANNOT BE FULLY PRINTED ON A3 PAPER KIND


Hi ALL, With Analytical Reports. Which paper kind should I choose to be able to
print on full A3 paper size with Portrait layout? There is blank space that does
not display data even though there are subsequent pages. Best Regards, NNT

14

2 hours ago
H

HarrySemi-Pro I
asked in Financials

WHERE CAN I FIND THE COMPANY BANK ACCOUNT DETAILS IN ACUMATICA?


hello all, Can anyone guide me out as to where can i find the company’s or
branches’ bank account details? i know about how to set the up for Vendor part
but for own company where I can setup? Thanks.

01

2 hours ago
R

rebeckamckinney53Freshman II
asked in Import and Export Scenarios

IMPORT SCENARIOS - ORDER IN WHICH LINES IMPORTED


Hi everyone, I feel like this probably has an easy answer but I cannot find it
anywhere. I have looked through the screens and the help files. Our customer is
importing GL transactions through the GL file. This last one they sent failed.
We realized it is because, on the import file, the transactions are not ordered
by the transaction ID anymore. When the import scenario goes to import, it fails
because it is only seeing part of the transaction (since the other part is
farther down in the file). Is there any way to set in the import scenario that
when the file is prepared, it rearranges the order of lines by the transaction
ID number assigned to it?

212

2 hours ago
aaghaeiCaptain II
asked in Develop Customizations

NOT ABLE TO OVERRDE "ONPERSISTED" METHOD IN A DRIVED CLASS FROM EPAPPROVALLIST


Hello all, I have a need to override “OnPersisted” method (actually I don’t to
be called at all) in a drived class from EPApprovalList (a few level of
inheritences) but no matter what I do it still gets called. First I tried to
override the method itself. The override method in my custom class gets hit when
I trace. In my override I just have one command which is “return” but still the
code in the base class somehow gets executed (I am guessing because it is in
fact an event handler so the base code is already executed when gets to the
override). So I decided the remove the handler when class is initialized. I took
two approaches to remove the handler. the codes seems to be executed successfuly
as when I trace I do not receive any error and it seems to dp what I want but
again I am not sure why still “OnPersisted” methods gets executed. Long story
short how I can prevent this method from being executed. Here is the related
portion of the drived class I have. using System;using System.C

00

4 hours ago
H

HazelLiu0601Freshman I
asked in MYOB User Discussions

ACUTATICA REPORT DESIGNER - SCHEMA BUILDER ERROR


Hi everyone, When we want to conect this with MYOB A, andBuild Schema In Report
Designer it come with an error below. Could anyone help me with the below error?
Thank you so much!

06
H

4 hours ago
T

tbilotta46Freshman I
asked in Distribution

FREIGHT INCLUDED ON VENDOR PO


We have several vendors that will provide free freight if we order a specific
dollar amount (ex. $3000). Has anyone found a way to document this type of
discount in the purchase order document so the buyer knows they can get free
freight if they increase the PO amount to $3000.

00
T

5 hours ago
KurtBauerJr Varsity III
asked in Configuration and Installation

ERROR SAVING A USER DEFINED FIELD WITH A FINANCIAL PERIOD ATTRIBUTE SELECTOR ON
24R1


We have a client that has a financial period as user defined field that is
receiving an object reference error when upgrading to 24R1. I have verified the
data is saving in the database, and I have tested different FinPeriodID
selectors on different screens with the same issue. We have a case open, but I
wanted to see if anyone else has a workaround.

18

6 hours ago
Show more activity


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S

skumar98Freshman I
asked in Distribution

CAN ACUMATICA AUTOMATICALLY MATCH THE 'EDI 856 - ADVANCE SHIP NOTICES' FROM THE
SPS COMMERCE TO THE 'ORDERS' THEY BELONG TO IN ACUMATICA?


..

04
A

1 hour ago
aclairFreshman I
asked in Distribution

GS1 UOM MAPPING "EA"


All Data Parses Accurately when scanning using (30) or (37) however UOM “EA”
does not populate and causes error in processing transfers. Cross ref in Stock
Item Screen with associated UOM States (30) and (37) are effective however do
not specify UOM like (3202) LB etc

01

1 hour ago
H

HarrySemi-Pro I
asked in Low Code | No Code Customizations or Integrations

HOW CAN I ADD AN EMPLOYEE ID SELECTOR ON THE LINE LEVEL?


Hello, How can I add a new column for Employee ID selector field on the Line
level of Invoices & Memos (AR301000) → Details tab. So when the user would
manually select the Employee ID the system should automatically fill in the
Employee Name in a second new column. Thanks.

03
H

2 hours ago
nhatnghetinhCaptain II
asked in Reports and Generic Inquires

ANALYTICAL REPORTS CANNOT BE FULLY PRINTED ON A3 PAPER KIND


Hi ALL, With Analytical Reports. Which paper kind should I choose to be able to
print on full A3 paper size with Portrait layout? There is blank space that does
not display data even though there are subsequent pages. Best Regards, NNT

14

2 hours ago
H

HarrySemi-Pro I
asked in Financials

WHERE CAN I FIND THE COMPANY BANK ACCOUNT DETAILS IN ACUMATICA?


hello all, Can anyone guide me out as to where can i find the company’s or
branches’ bank account details? i know about how to set the up for Vendor part
but for own company where I can setup? Thanks.

01

2 hours ago
aaghaeiCaptain II
asked in Develop Customizations

NOT ABLE TO OVERRDE "ONPERSISTED" METHOD IN A DRIVED CLASS FROM EPAPPROVALLIST


Hello all, I have a need to override “OnPersisted” method (actually I don’t to
be called at all) in a drived class from EPApprovalList (a few level of
inheritences) but no matter what I do it still gets called. First I tried to
override the method itself. The override method in my custom class gets hit when
I trace. In my override I just have one command which is “return” but still the
code in the base class somehow gets executed (I am guessing because it is in
fact an event handler so the base code is already executed when gets to the
override). So I decided the remove the handler when class is initialized. I took
two approaches to remove the handler. the codes seems to be executed successfuly
as when I trace I do not receive any error and it seems to dp what I want but
again I am not sure why still “OnPersisted” methods gets executed. Long story
short how I can prevent this method from being executed. Here is the related
portion of the drived class I have. using System;using System.C

00

4 hours ago
T

tbilotta46Freshman I
asked in Distribution

FREIGHT INCLUDED ON VENDOR PO


We have several vendors that will provide free freight if we order a specific
dollar amount (ex. $3000). Has anyone found a way to document this type of
discount in the purchase order document so the buyer knows they can get free
freight if they increase the PO amount to $3000.

00
T

5 hours ago
KurtBauerJr Varsity III
asked in Configuration and Installation

ERROR SAVING A USER DEFINED FIELD WITH A FINANCIAL PERIOD ATTRIBUTE SELECTOR ON
24R1


We have a client that has a financial period as user defined field that is
receiving an object reference error when upgrading to 24R1. I have verified the
data is saving in the database, and I have tested different FinPeriodID
selectors on different screens with the same issue. We have a case open, but I
wanted to see if anyone else has a workaround.

18

6 hours ago
R

ricardosilvaFreshman I
asked in Reports and Generic Inquires

HELP TO DEBUG GENERIC INQUIRE GENERATED QUERY


Hello everyone, I'm working on a tool to convert GIs to SQL Queries for an
external tool, and when debugging the generated Acumatica SQL query for one of
my Generic Inquiry I see that it has a LEFT JOIN to the ARPayment table, but I
can't find any reference to ARPayment in the GI's editor, or in the GI's
exported XML file. The ARPayment is neither a BaseType DAC for any of the DACs
used in the GI. These are the tables in the GI: And all relations: The generated
query used to retrieve the GI data has this LEFT JOIN: There is no reference to
the ARPayment in the selected fields also. Does someone have any clue as to why
this join is being added? Thanks! Ricardo.

06
R

7 hours ago
S

swartzfegerFreshman II
asked in Develop Customizations

CSS/STYLE FOR CUSTOMER SELECT DIALOG


Hi all, I have this formatting for the Customers PL/GI -- if a customer status
is One-Time, then highlight the row red: =Iif ([Customer.Status] = 'T','red20',
'default') But I would like a similar formatting in all Customer selection
dialogs, like in the screenshot below. It would be great for our customer
service reps to see One-Time customers highlighted red in dialog selections: Do
I need to accomplish this with a customization? Is this where I do it? Thanks
for any suggestions/pointers, this is all new to me! :D

05

7 hours ago
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