Discussion Forums

 Hello All,I have a scenario where I created a new tab called “MyOrder” on the Sales Order screen (SO301000) using a Customization Project. Inside this tab, I have a grid bound to a custom table (MyOrder) that has a foreign key relationship with SOOrder (OrderType and OrderNbr).The grid correctly shows the data after I insert records inside the RowPersisted event of SOOrderEntry. The data comes from an API call (currently hardcoded for testing). Here is a simplified version of my code:public class

Hi everyone,I’m currently working with Acumatica and trying to expose a custom table via REST API. I created a custom API entity and endpoint, but the API response doesn't return the expected field values.    I created a custom graph:And the DAC:I also created:  A custom screen VX101010 

Hi, I've created an import scenario to import customer payment methods, and the import completes successfully. However, the imported payment method is not appearing under the Payment Method tab in the Customer Master screen. Could someone assist me with this issue?For reference, I have attached the Data Provider and Import Scenario.Thanks 

Client has a business event triggered by schedule to run everyday (workdays Mon-Fri) to send email notification but doesn’t want to send it when it is a Holiday.  Is there a connection between Holiday list define under 'WORK CALENDAR' to 'Automation Schedule' function?

In the form of reverse Tax import from Bill. when select bill that usd currency but in current field of form it displays khr currency. please advise me how to make the currency from bill

Hi,I am trying to figure out a way to make cases that are being created by incoming emails automatically be assigned to to certain case classes based on rules. I only see how to assign them to different employees in the organization, not how to create a map for case classes. I appreciate the help! 

We just really started using the location tracking map in Services and noticed that sometimes location information would stop transmitting. After digging into our setup on our Android devices we have found that the Location Permissions are only Allowed only while using the app” instead of “Allowed All the Time”. The “Allowed All the Time” is not an option. There is no we we have found to allow all the time and our technicians don’t necessarily keep the app open on our devices. Can the Mobile app be updated to allow All the time Permissions?

Any know where this column value comes from?  It is used on Visible settings in the remittance area. When I this field is printed in the Balance Due column,  The DAC is APPrintCheckDetailWithAdjdDoc and there are no incoming or outgoing references.  Looking at the data the only value is A.wnen not I this field is printed in the Balance Due column   

Just upgraded to 24r2.  We are on prem. And have 11 tenants.Looking at switching our payment processor to Acumatica Payments and would love feedback from others currently using it as far as pros and cons.Have some questions regarding Acumatica Payments features. Can a customer set up a credit card for Auto Pay on the customer portal? Do new credit card set up or changes made to existing credit cards by the customer on the customer portal get imported back into Acumatica on the customer screen? Can we brand the payment and customer portal screens with company logos? Can we customize the customer portal to include new columns populated from Acumatica tables like the invoice or customer tables?  Are there features not available while we are on 24r2 that will be available once we upgrade to 25r1 or 25r2?Thanks for the help!Mike Jacob 

Hi Acumatica,Is there a way not to require the Production Order Nbr.?The client's requirement is to run a critical material for all production orderIs there another report in Acumatica that will satisfy the requirements?Thank you! 

Hello Acumatica Community,I am customizing the delivery note report (SO642000) in Report Designer, and I need to display the customer contact information from the related Sales Order (SO301000).To do this, I believe I need to join the SOOrder table to the SOShipment table, but I’m not sure how to properly set up this join in the report.Could someone please guide me on: How to join SOOrder to SOShipment in Report Designer? Which fields should be used to link them correctly? Any best practices for adding this kind of join? Thank you very much for your support!Best regards,Pantea 

Is there a way to adjust the metadata of a generic inquiry exposed via OData?  I have a simple customer balance inquiry that an external CRM system will use to get an account’s balance.  The friendly names of the parameters are “Company” and “Customer”, but the OData field names are “BranchID_2” and “Account”, respectively.  Also, the response includes fields that aren’t in the Results grid of the inquiry.  Why? Presumably because they are fields used in the joins and aggregation, but there’s no need for them to be in the response as it just adds clutter.  Thanks.

Hello.  We are struggling to get the embedded signature to work when printing checks.  It appears to be set up correctly as the Admin users can print a check with the signature.  However, the AP Clerk responsible for this is not able to print a check with the signature.  It just prints the check, but not signature. I suspect there is a security setting I am overlooking somewhere.  Any help is much appreciated!

I am dynamically creating grid columns on a Modern UI grid. This works great.What is not working great is that the dynamic columns seem to vanish when the grid ‘refresh’ button is used or the grid paging is used.Does anyone know how to prevent this?TypeScript:@gridConfig({ adjustPageSize: true, exportRowsLimit: 5000, fastFilterByAllFields: true, generateColumns: GridColumnGeneration.AppendDynamic, //generateColumnsAfterSelect: true, pagerMode: GridPagerMode.Numeric, preset: GridPreset.Inquiry, preventInitialFocus: true, repaintColumns: true, //statusField: "Availability", suppressAutoHide: true,})export class DXDynamicResult extends PXView { @columnConfig({ width: 70, textAlign: TextAlign.Left }) DXResultNbr : PXFieldState;} tagging ​@vanit05

Hi Community!I have been receiving the below error message on a Generic Inquiry anytime I try moving fields, using column configuration, and using any filters.I tried troubleshooting by checking each relationship and making sure I am linking correctly. I do have a sub GI used in this Main one. Anytime I remove the relationship with the sub GI, there is no issue. But when I link it, the issue persists.Any ideas on how I should be joining these two tables?Here is how I joined my Sub GIKitComponentItem is my Sub GI​​​​​​These are my joins on the Sub GI:

Hi Community,In the Tenant’s screen, there is a button to “Change to Test Tenant”. Is there a way to undo this as now both tenants say the status a Test Tenant, and I need to make one of them a Production tenant. Thanks

I am trying to enter a Disassembly for a Production Order. I entered the original Production Order number in the References tab, but Materials in the Disassembly order are using their current cost.  The reason we are doing the Disassembly order is to correct the inaccurate Materials cost from the original Production Order. How can we get the original Production Order “reversed” using the original costs? 

I have open screen using PXRedirectHelper.TryRedirect(graph, PXRedirectHelper.WindowMode.Popup); Now i will need to close this screen.

Good day can you help me with this im seeing an error on my end when importing 

I have added two unbound custom fields to the List Members grid of the Marketing Lists screen.These fields are coming from two Attributes on the Contact.They display correctly which is a good start.  However, if I try to sort by Department for instance, it sorts the current list of items in the grid, not all records in the grid.If I try to filter the Department column by “SALES”, it shows one record for SALES.  I believe it is grabbing just one record from what is being displayed in the grid, not all records in the grid.I suspect this might be due to the fact that I have unbound fields added to the grid’s DAC.It is not an option to add these two fields to the table.  This would not be a viable solution.I overrode a method to get these values from the contact attributes for each record.Here is my m

Hi everyone,I'm currently working with Acumatica Cloud ERP 2024 R1 and using the REST API to manage file attachments on various documents (e.g., Sales Orders, Invoices, etc.).What I can already do:I’m successfully attaching files to entities using the files endpoint like this:PUT /entity/Default/24.200.001/files/PX.Objects.AR.CustomerMaint/BAccount/{entityID}/{filename}This works well — the file is successfully attached and visible under the Files tab on the customer screen.What I want to do next:I would like to add a comment to this file — just like you can do manually in the UI by entering a comment when attaching a file.My assumption so far:From what I understand, this may require two separate REST calls: PUT — attach the file (already work

Hi community,I’ve customized the Invoice and Memo, standard invoice report (ar641000.rpx) by adding a custom report that includes a subreport to display tax details like VAT name and amount. The subreport works correctly when I run it from the Parameters screen — VAT values and names display as expected.However, when printing the invoice through the Print action on the Invoice and Memo screen, the subreport shows 0.00 for tax amounts and 0 for VAT names.

I am trying to add this field to the inventory lookup in SO.Line PX.Objects.IN.InventoryItem.usrSeattleItemNbr However, when I add the column the attribute adds the following path...note the EXT.typeof(PX.Objects.IN.InventoryItemExt.usrSeattleItemNbr) There is no InventoryItemExtSelector column in SO Details does not show my added fieldsIf I edit the attribute to InventoryItem.usrSeattleItemNbr it fails validation. Any ideas to troubleshoot would be appreciated...thanks.    

Hello everyone,Starting from version 23R1, in a multi-company tenant, are data (GL transactions and commercial documents) automatically filtered based on the working company? Or is it still necessary to customize the queries by adding the Branch Access Info and Branch tables?Please note that my question is specifically about data visibility based on the current working company — not about access roles, company groups, or data restriction settings.Thank you in advance for your feedback.Best regards,

Hi allPerhaps a case of running before I’m walking here and quite probably missed some step in the docs/examples. So what I’ve done is develop a customization which I intend to build an extension library from. In this customization I created a report (This report is kind of like a Purchase Order).  Now what I want to do is to via a rest service call where I pass in a record id, download this report as a pdf.In the customization I think I’ve got the method sorted to generate the pdf document, but I can’t figure out how to wire up a service endpoint to trigger this method and return the pdf.  Are there any examples around I should be looking at?  Or advise on how to do this?