Discussion Forums

I have had a Generic Inquiry to pull back Construction data, including information from the top level Project, SubContracts and SubContract lines, which has been working fine for quite some time.  I made a small change to it, and now, for any newly created Projects and/or Subcontracts on an existing Project, they are not showing up in my Generic Inquiry.I did add one new field to pull back Retainage from the Project level, but these tables are already joined. I tried reverting back to my known good, 2025R1 certified version of it, and still am not seeing the new data.I tried clearing the application caches and restarting the application.Has anyone run into anything like this before?  

Hello,trying to copy an existing report by rebuilding it so i understand. My parameters do not seem to be working. I can fill the data fields out with variables, but it seems to just default to how the GI is configured. For CustomerID i’ve tried to use ARInvoice.CustomerID which is what i have declared; but doesn't work. the string in the screen grab works on the reference form even though INTran was not declared anywhere.  For date; that’s a pure copy pasta. It works on the reference report and google fu told me this would be one way to go about doing it, but it doesn’t seem to work. i guess i dont understand, I was thinking report designer would use my reference GI and need data sets that that GI uses. 

After importing the PO into the AP Bill I want to compare the unit cost provided in the import to the PO unit cost and mark the AP Bill in some way,  However, the Transactions.CuryUnitCost is not populated.For example,the import file has $100 as the unit cost but the PO unit cost is $80.00.  The problem seems to be the Transaction columns are not populated and the condition is true every time,The formula is =IIF([Transactions.CuryUnitCost]<>[Unit Cost],Concat('Unit Cost of ',[Unit Cost],' Not the same as PO Cost'),'')Where [Unit Cost] is the source data being imported, 

Hello All,I am in the process of attempting to pull the contents of Screen IN405000 via a postman request.We have other successful requests coming through our Web Service Endpoints setup, so i am not immediately concerned about our configuration at this time.We created a new endpoint, with a base endpoint version of 18.200.001, and created a new route, “InventoryHistory” viewable here in screenshot 1.We then went to request it in screenshot 2, but we receive nothing in response. Any insight into what we have done incorrectly would be very helpful,ChrisScreenshot 1Screenshot 2  

Hello everyone,I’m are trying to understand how Acumatica handles different Customer Status values: Active One-Time Inactive Our concern is that we cannot find any documentation explaining whether One-Time is just an informational flag or if it actually triggers different behavior in AR, Sales Orders, or any other module. Does One-Time behave differently from Active in any workflows? Is One-Time intended by Acumatica as a special-use status (e.g., guest/occasional customers), or is it simply an available label with no system logic attached? Are there recommended best practices for organizations that want to classify customers who are still valid but rarely used? Thank y’all for any insight or guidance!

I’m trying to create a Import Scenario that updates a Automation Schedule for Turnover. I’ve produced this import scenario, but I’m getting a “System failed to commit the fill rows” every time. Any advice on how I could achieve this?  

I’m working on a customization for a Process Screen in Acumatica and ran into an issue related to correct pagination when using a View Delegate.Here is the goal:I need to build a View where for each Equipment I calculate the maximum Appointment date. This part works fine using a Projection.Next, I need to calculate the difference between the Business Date and the Max(AppointmentDate) for each Equipment.Then I need to filter records where this difference is greater than 10 days.Since filtering by a computed value cannot be done within the Projection, I implemented the filtering inside a View Delegate.The problem is that when I filter the records in the Delegate, Acumatica receives fewer records than expected. As a result, the StartRow and pagination logic break, because the system still thinks the dataset contains more rows than what I actually return.What is the correct way to implement filtering based on a calculated value (difference of dates), but without breaking pagination on a Pr

I added a custom GI using SO invoice and AR invoice tables and created a custom column for past due invoices:=IIF([ARInvoice.DocType]='INV' AND [ARInvoice.Status]='N' and [ARInvoice.DueDate] + Day( 5) < Today(), 'Past Due','Current')Then I created a business event trigger by schedule to send an email on any invoices that became past due.The schedule is running, but no email is generated from the business event.Below are the screenshots: 

Hi everyone, We gt files from a remote server with syncronisation feature of Acumatica.But we need to also export this same files we import in application to an other serveur destination.The same fields in sm202510 Screen (file maintenance) are used to store the information serveur.Is this any way to perfom this?Thanks a lot.Cécile

Where do you guys download device hub? 

Hi Everyone,I'm working on version 25 R1 and have implemented logic to generate an auto-numbering sequence for a custom field (Batch Nbr) on a custom screen.However, when I apply the AutoNumber attribute to the BatchNbr field, the value gets cleared whenever I select any other field in the header section. The numbering is not being generated as expected.Note: The same code works correctly in 24 R1, so this issue appears to be specific to 25 R1.Could you please guide me on what might be causing this issue or if there are any changes in 25 R1 related to AutoNumbering? DAC Field: [Serializable][PXCacheName("NBBLCBatchLabel")][PXPrimaryGraph(typeof(NBBatchLabelMaint1))]public class NBBLCBatchLabel : PXBqlTable, IBqlTable{#region BatchNbr [PXDBString(15, IsKey = true, IsUnicode = true)] [PXUIField(DisplayName = "Batch Nbr", Required = true)] [PXDefault] [AutoNumber(typeof(Search<NBBLINSetupExt.usrNBBLNumberingID>), typeof(AccessInfo.businessDate))] [PXSelector( ty

Hello all, I am in the process of configuring integrated shipping. When I try to confirm the shipment for a UPS carrier, it returns “Carrier Service returned error. 120309:Missing or invalid ship from phone number”. What is causing this error? Thanks!

Is it possible in a Generic Inquiry to generate a result that lists every calendar day between two dates?For example, I have StartDate and EndDate, and I need the GI to show each date within that range, even if there are no records for those days in the underlying table.

Some of our items are defaulted to ‘Mark for Production’ and ‘Made to Order’.  When I manually create a sales order and add an item to it, the check box for “Mark for Production” is checked.  But when I create the order via the API, it does not mark the line item for production by default.  How can I set this correctly for each line item when creating a sales order with the API?

Hi team, I want a customization where, when a user creates a claim, the attachment in the Details tab becomes mandatory. I tried many events like persist, persisted, rowSelected, but I’m getting an error. I’m unable to attach an attachment because the error still appears. Is there any solution? using PX.Data;using PX.Objects.EP;using System.Linq;namespace PX.Objects.EP{    public class ExpenseClaimEntry_Extension : PXGraphExtension<ExpenseClaimEntry>    {        #region Event Handlers        /// <summary>        /// Validates that expense claim detail has an attachment when InventoryID is blank        /// </summary>        protected virtual void _(Events.RowPersisting<EPExpenseClaimDetails> e)        {            EPExpenseClaimDetails detail = e.Row;            if (detail is null) return;            var claimGraph = (ExpenseClaimEntry)e.Cache.Graph;            // Check if InventoryID is blank/null            if (detail.InventoryID == null)            {         

#region UsrContactID        public abstract class usrContactID : BqlInt.Field<usrContactID> { }        [PXDBInt()]        [PXSelector(typeof(Search<Contact.contactID,            Where<Contact.bAccountID, Equal<Current<FSEquipment.ownerID>>,                And<Contact.isActive, Equal<True>,                And<Contact.contactType, Equal<ContactTypesAttribute.person>,                And<Match<Current<AccessInfo.userName>>>>>>>),            new Type[]            {                typeof(Contact.displayName), typeof(Contact.salutation), typeof(Contact.eMail), typeof(Contact.phone1)            },            SubstituteKey = typeof(Contact.displayName)        )]        [PXFormula(typeof(Default<FSEquipment.ownerType>))]        [PXUIEnabled(typeof(Where<FSEquipment.ownerID, IsNotNull>))]        [PXUIVisible(typeof(Where<FSEquipment.ownerType, Equal<ListField_OwnerType_Equipment.Customer>>))]        [P

Hi guys,I’ve created the following two user fields:BAccountExt.usrSAGAlteKDNr BAccountExt.usrSAGAlteLieferantenNrI would like to make these fields searchable via the global search. Hope u can help me.Thanks

Something that might not be obvious to everyone:A tip for anyone using the PatchTool for Acumatica 25R1+ patches: When you download the latest PatchTool zip file, it could be tagged as "blocked" by Windows because it came from another computer. If you just use Windows to extract it, all of the extracted files will also be blocked. As a result, when running the PatchTool, it may not use the correct .dll version needed and throw an error due to incompatibility of binaries. To avoid this issue, options are:Unblock the .zip file after downloading through the file properties dialog checkbox before extracting files, Unblock the contents of the .zip file after extracting the files Use a 3rd party compression tool like 7zip to extract the files., Modify Windows group policy to unblock files from the download folder.

We want Inventory Transfers of a large quantity, say 30+ items, to go through a approval process. Is this possible to do, and if so, how? I don’t see Transfers in the list of approval mappping.

Hey all! I cannot figure out why I cannot get a specific cash account to appear when creating a refund.  As you can see PAYPAL and WEBSITE are  accessible cash accounts for the “UNSETTLED” payment method. But “CCINCOME” is not, which is the desired cash account. Here are the settings for the desired cash account:  Here are the settings for the cash accounts that are available: Does anyone have any insight as to why it’s not an option to select?

I could very well be missing a basic setting. My company utilizes the following workflow:Customer requests a new workstation We go to our vendors and find the best cost We decide internally what we want the markup to be and estimate our services price We send a quote to the customer with our internally agreed upon price. After the customer signs, we convert to a sales order and select “Mark For PO” We then follow the PO process as is. When we create a quote, we want to be able to set the cost and price manually and review our margin details on the Totals tab. For larger purchases, we typically require pre-payment and we definitely don’t stock those kinds of items. Almost all items are purchased to fulfill customer requests. Because of this, we can’t adjust the cost for Lot/Serial tracked items with Specific valuation via inventory adjustments because we don’t have the item yet and wouldn’t be ordering until the customer agrees to the quote.  We are still in the process of implementing

Here is the scenarioAllow Preassigning Lot/Serial Numbers flag is flagged in Production Order type screenLot/Serial Class created with assignment method “When Received”Serial number is pre-assigned to the Parent FG : Example SER0001. when the production order was created.FG has 3 sub assemblies..  Assembly 1Assembly 2Assembly 3 When the assembly is produced - the same serial number generated for the parent unit (SER0001) should be reused/assigned for each assembly Item when it it moved. Has anyone come across this scenario? Any thoughts or insights? 

We are struggling with scheduling and routing sales orders that are shipped on our own delivery trucks.  For most of our sales orders the customer does not define a delivery date, we group deliveries based on location and the weight the truck can carry.  My goal is to delivery all orders within 10 business days of order entry.  However I get to choose when the order gets delivered.  My initial thought was to leave the Requested On date empty as a visual queue that the order needed to be manually scheduled by distribution, but I can’t record a SO without entering that date.  We wrote an automation that defaults that date to 2 weeks out, but that’s still not giving my distribution department a quick way of seeing what orders are new and need to be scheduled.  I need a solution that will allow me to visualize new SO’s that need to be correctly scheduled and visualization of the scheduled and unscheduled delivery locations so that if I already have a truck going somewhere, I can add more s

Looking to see if other users have upgraded to the 2025R2 version and are using the Modern UI.  We noticed significant speed issues 2-5 minutes on screen refresh.  This morning i changed the Project Screen and Change Order Request screen back to classic UI and the users are back to normal speeds     Looking to get feedback from other contractors as it pertains to 2025R2 and modern vs classic UI.       Thanks for your feedback.  

I created a generic inquiry and replaced a screen but setting the “Enable new record creation” to true in the menu, I still don’t get the + button