Unanswered questions

Creating a GI with SOInvoice.DocType and SOInvoice.RefNbr as parameters does not provide a lookup for invoice number.  If I use ARInvoice, there is a lookup but it excludes invoices for which the SOInvoice has not been released.No lookup 

I created a business event based on Vendor Price changes which executes an import scenariio to update a stock item custom field.  The user has delete access to both Vendor Prices and Stock Items however the business event does not fire.  If an admin changes the vendor price, the business event fires???Does a user have to have access rights to both the BE and the import scenario subscriber?  I an not aware this is required since other business event fire.

Hi! The goal is to default the revision ID field on kit assembly screen to “B,” anytime a user creates a new kit assembly. I was able to default it through customization project, however, each time after I enter the kit inventory ID, the revision ID field clears, and you have to manually select B again. I tried making that field “not required” hoping this would solve the issue but no luck there. Any idea if this is possible to do?Thank you in advance!Revision B is defaulted upon creation:The field clears after you enter the inventory ID:In customization project, I set the default value of KitRevisionID to B. I tried making it not required as well, but upon creation it is still required, after you save the document, the asterix goes away.  

Hello All! I am looking to create a clickable link to a form that we have. Everything I find, I have to edit the ASPX file (We are hosted) so I don’t think I have access to that. Is there another way to add a clickable link to a form? It is a link to our website terms and conditions. Thank You!

Hello,I have my task emails set up to send out when a user gets a new task. For some reason, the emails are only sending out once a day at 8:30am. What is the best way to get them to send out as the task is assigned?Thank You,Brent

How can I get the QR code with a customer payment link onto the printed form of the statement?

I have noticed that Acumatica’s implementation of Aurelia 1 relies heavily on the @autoinject decorator for doing dependency injection into the Modern UI code. My understanding from the Aurelia developers is that this @autoinject decorator will not be browser compliant as of tc39 (https://tc39.es/). Individual browsers will have different timelines for dropping pre-tc39 support, but the generic issue here is that at some point this code will no longer be browser-compliant and will not run in future versions of major browsers.It seems like before a ton of development effort is put into building new customizations and front end screens that rely on Aurelia 1, there should at least be some discussion of whether the future here is to move to Aurelia 2?

Hi everyone,I’m facing a discrepancy between the Acumatica Browser UI and the Mobile App regarding a DateTime field.The Setup: I have a field defined in my DAC as follows:#region StartDatepublic abstract class startDate : PX.Data.BQL.BqlDateTime.Field<startDate> { }[PXDBDateAndTime(DisplayNameDate = "Date", DisplayNameTime = "Time", UseTimeZone = false)][PXUIField(DisplayName = "Start Date", Enabled = false)]public virtual DateTime? StartDate { get; set; }#endregionIn the Browser: The field displays the exact value stored in the database, which is the desired behavior because UseTimeZone = false.In the Mobile App: The field appears to be converted to Universal Time (UTC) or adjusted based on the device's time zone, even though it should display the "raw" database value.How can I force the Mobile App to display the "Wall Clock Time" (the exact value from the DB) without any time zone transformations, keeping it consistent with the browser's behavior? Is there a specific MSDL (Mobi

Hi - I have a situation that I can’t find any documentation on and hoping someone here might know.We have employees who are doing weekly timecards, and they would like to be able to preload from the previous timecards. This works really well, but during testing we noticed that if a user entered a Stat Holiday (HL) in a particular week either manually or by using Preload Holidays, that earning type was not carried over to the next week when we used the Preload function. Intrinsically this makes sense to me because we don’t want to mistakenly enter stat holidays where there are none, so i assume there is some coding in the system that limits this.Today we found that the same logic is being applied to Vacation time (VL). If a user enters it one week, and then creates the next week’s time card and uses the Preload option, the VL line is not carried over. Is this happening for the same reason as the HL time, and is there some coding or logic somewhere that’s driving this? It’s not a problem

Hi All, I have a scenario where GL journals have to be exported and imported in another ERP system. after the export we would like to mark these lines as being imported so they can be obvious on a GI. I can’t work out how to get the import scenario work using the same key module, batchnumber and line numbers. any hint would be much appreciated. What am I missing here ? error is not telling me muchThank you 

I am trying to add the AP - Bills and Adjustments  &  Checks and Payments screen to the mobile app but I can’t get it to show up in the mobile app.I added the workspace to the mobile workspaces screen and the visible button was checked.I added the screens and checked the visible button: Then I went to the generic inquiry screens and clicked the expose to mobile application button  What am I missing that they are not showing up on the mobile end?

the issue I am seeing now but wasn't there before is. When you link a SO to create a PO. The create PO is taking the date listed under the ship to date vs the requested on date stated on the SO. Any one know how to fix that? here are screen shots: SO: Create PO: should state Jan 28th but it doesnt. 

sorry if this was answered, I could not findHow do I import a “Phone Type” for the modern UII tried below and it did not work (nothing shows)related to this how can you see fields codes in modern UI?   

I have a very strange problem with Modern UI. Here are the steps I take to get it: I create a sales order, set a kit, explode it, then without saving it, I create a new line with any item. When I try to set a QTY, it throws an object referencing error and role back qty to 0 on the tab and resets the QTY back to zero. This problem is related to Modern UI because Classic UI doesn't have this problem.protected virtual void SOLine_OrderQty_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e, PXFieldUpdated baseMethod){    baseMethod?.Invoke(sender, e);    SOOrderEntry soGraph = (SOOrderEntry)sender.Graph;    SOLine row = (SOLine)e.Row;    if (row == null)        return;    BZSOLineExt rowExt = PXCache<SOLine>.GetExtension<BZSOLineExt>(row);    if (rowExt == null)        return;    switch (rowExt.UsrBZExplodeState)    {        case null:            return;        case BZExplodeState.Never:            return;    }    if (soGraph.IsContractBasedAPI || row.InventoryID == null ||

This Invoice has a payment linked to it so the balance should decrease by the paid amount.  When i was trying to create a payment for the remaining amount the below error arise;  Is this something to do with that bad debt reason code, but there is no write off amount.  I tried to reverse the payment done as well but it wont allow me to do it. same error occurs.  Could you please help if you’ve experienced same issue. 

Hello Experts, i was looking to create a GI to show material planned cost and actuaL cost for production order, i was in doubt that the data which i am looking because values may be calculated value, it may not be stored value. can anyone suggest me your opinion for this.

I have received this error with currency translation worksheets :  Line #1 has an unexpected CurrencyInfoID or the wrong CuryID of the linked CurrencyInfo entry and cannot be saved. Please report this situation to your Acumatica support provider.

Hi there!I have a customization which I need help in refining. So in the service order screen I added logic where I select the service order type and it populates the details line with the inventory ID specified in my UDF in the service order type screen, but mine does not save correctly, it keeps popping up and disappearing.For example I have added in the default service item in the service order type screen.//FSSrvOrdTypeExt.usrDefaultServiceItemIDusing PX.Objects.IN;[PXDBString(50)] [PXSelector(typeof(Search<InventoryItem.inventoryID>), DescriptionField = typeof(InventoryItem.descr))][PXUIField(DisplayName="Default Service Item ID")]This populates but does not save correctly and the description doesn’t populate too, what is required is the line to auto populate as soon as the service order type is selected.namespace PX.Objects.FS{ public class ServiceOrderEntry_Extension : PXGraphExtension<PX.Objects.FS.ServiceOrderEntry> { protected void FSSODet_Ro

Where can I find the Dashboard widget?

Hello All, I am trying to set up a Step in my Expense Claim Approval Map that Auto Rejects Claims with a place holder expense item we use to do an import.   Back ground:  We do an import scenario to upload corporate card charges to generate expense receipts with a generic place holder UNCODED.   What I want to do, is if a user happens to miss recoding a receipt and try's to submit it for approval with an UNCODED item on it, it auto rejects.  Below are some screen shots of what I have, the issue is it does reject but it rejects every expense claim regardless of Expense Item.    Thoughts? or Solution would be awesome!   

Hi Team.I am inquiring about Parent-Child Customer accounts. We have some customers that are part of our endorsing artist program. We track their orders through their own accounts, however for some of them, we actually send the product to their local distributor which is a different customer. The confusion we have is the customer that we send the product to is not connected to the document for invoicing purposes.We want to track the product sent to each individual artist through standard customer sales reporting, but also have it connected to the distributor that we “sell” it to. Can you confirm if the Parent-Child feature is correct for this? I would like to do testing in our test tenant, but I would like to confirm I am on the right track before I proceed.

In our application we are creating Purchase Order Receipts and they had been working fine, but we had not used this function for 6 months or so  and are using it again. We are getting this errorGuzzleHttp\Exception\ClientException: Client error: `PUT https://prestigesalonproducts.acumatica.com/entity/ORDIO/20.200.001/PurchaseReceipt` resulted in a `422 Unprocessable Entity` response: {"id":"15468762-cac9-ee11-65424-12a215648465216","rowNumber":1,"note":null,"error":"'POAccrualAcctID' cannot be empty.; Here is our codereturn [            'note' => $receipt->comment,            'VendorID' => ['value' => $po->vendor_id],            'PostPeriod' => ['value' => now()->format('mY')],            'Details' => collect($receipt->products)->map(function ($product, $key) use ($po) {                return [                    'InventoryID' => ['value' => $product->inventory_id],                    'ReceiptQty' => ['value' => $product->qty],       

We just recently updated to version 2024R2 and since then have found our MRP generation is not consuming the forecasted demand.  For instance our forecast for January 2025 has already been consumed by SO that exceed our forecast.  However, MRP is planning to the original forecasted demand.

Hi everyone,I’m working in Acumatica 2024 R2 and trying to import new Contacts using an Import Scenario targeting Contacts (CR302000).I’m hoping to get clarification on two related items.Question 1 — Contact ID auto-generationIs it possible to import new Contacts and have Acumatica automatically generate the Contact ID?Specifically: Should the Contact ID field be: omitted entirely from the Import Scenario? included but left blank in the source file? mapped to <Key: ContactID> in some specific way? Right now, it’s unclear what the correct “insert-only” pattern is for Contacts when the system should assign the Contact ID.Question 2 — Import runs successfully, but no Contacts are createdI have an Import Scenario that: runs without errors reports completion does not create any Contact records No validation errors are shown — the records simply don’t appear in the system.Notable details: Target screen: Contacts (CR302000) Import intent: insert only Contact ID is

I found the CR401000 screen in the site map, but I’m assuming I need to add a param for NoteID which no screens seem to expose. Do I need a customization to expose the field and add the side panel?