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Once you install and publish the customization package, you will want to access the RPM Settings window within Acumatica and ensure the settings are correct

 

More Information

“Branch ID:” –  Should fill by default for the branch logged in as.  Every branch that will use RPM will need an RPM Setting

Enable Rockton Pricing Management – check to enable or disable RPM

“Price Mode:”- If Price Mode is not set, you will want this set to static. If this is already set, leave as is.

“Get Price Input Option:” – Recommend Friendly Name unless otherwise instructed

“Basis Date-Sales Order”- This can be set to your preference

“Basis Date-Invoice”- This can be set to your preference

“Basis Date-Appointment:” – This can be set to your preference

“Basis Date-Service Order:” – This can be set to your preference

“Webservice-URL:”- add the provided URL: Example- https://customernameapi.rocktonsoftware.app

**Note make sure there is not a “/” or “\” at the end of the URL**

“RPM Company ID:” – You will need to copy and paste the RPM Company ID from RPM. The steps to locating the RPM Company ID are listed below:

  • Login to RPM
  • Click the “Tools” tab on the lefthand side
  • Click “Settings”