Discussion Forums

I'm trying to create a button that will run both the Print Labels and Print Shipment Confirmation actions for a shipment. I found some examples in the Acumatica base code that look to run one action, then wait, then run another, but it's not working for me. Below is one of the code examples I'm trying. The order which they run doesn’t matter. Everything I’ve tried either doesn't run the second action, or doesn’t run either action. I think I'm having trouble because one returns files and the other runs a report. Any ideas on what to do? public PXAction<SOShipment> printCombinedLabelShipmentConfirmation; [PXButton(CommitChanges = true), PXUIField(DisplayName = "Print Labels/Packing Slip", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] public virtual IEnumerable PrintCombinedLabelShipmentConfirmation(PXAdapter adapter) {     var list = adapter.Get<SOShipment>().ToList(); var key = Guid.NewGuid();var printArgs = new PrintPackageFilesArgs{Shipment

Hi,Currently, users create Expense Receipts, then manually transfer them to Expense Claims, which are submitted for approval. This separation causes confusion and is time consuming.We’re considering a new approach: Add approval to the Receipt. Once approved, use a Business Event to automatically create and submit the Claim. Remove the approval step from the Claim. Has anyone implemented this kind of flow? Is it practical or problematic? We're aiming for a smoother and more user-friendly experience.How do you use the both form with the employees?Thanks

When a user clicks Create Shipment on the Sales Order screen, I want to update each line of the Sales Order with the current date if the line was shipped.I tried 10 different ways to do this.  The easiest way I though of was to use the SOShipLine Row Persisting or Row Persisted method on the Shipments graph extension.  In those methods, I tried to get the SOLine related to the SOShipmentLine being saved to the DB and update the SOLine custom field.  This throws an error the the SOLine is already updated and the update to SOLine is rolled back.My next approach is to override the CreateShipmentIssue method that is called when you click Create Shipment.  I am invoking the method, then trying to update the SOLine after the method has been invoked.After the method has been invoked, I try to get the SOShipLine where the SOLine has the SOShipLine.origOrderNbr, SOShipLine.origLineNbr, and SOShipLine.origOrderType fields.However, the select returns null.  I think this is because the Shipment ha

We changed a stock item's posting class. One year later, it still uses the GL defined in the old one. Why?  The item and posting class Gl accounts are defined with the new accounts.  I’ve looked at the bill of material, the sales order, warehouse, location.  Nothing suggests that the old accounts should be hit.  This is happening for issues out of the warehouse but does not appear to affect receipts.

I would appreciate hearing from anyone that has integrated Acumatica with Salesforce.  We are planning to use Celigo as the iPaaS since the integration is a little more complex than Acumatica’s standard product.  Any “Dos’ and Don’ts”?    

Hello,Just installed report designer. My first project is to figure out why the PDF file of a report has a data set that the bounced excel file does not. I came across this linkhttps://www.augforums.com/forums/acumatica-report-designer/export-report-to-excel-totally-skews-report-but-it-pdf-looks-perfect/I totally understand this. However, I don't understand how the row/column layout works regarding this. From the link i get what the green box shows. but how do multiple data values use the same “excel cell”, but when pushed to excel they’re not actually those values. For example, wouldn’t my ‘warehouse’ value lay on 7,7? that’s where it lies on the excel sheet.I’m trying to get “SOLine.InventoryID_description” to show on excel.

I am fill created by field by some user. But when document saved “created by” filled by user which run process screen. 

Hi there,i hope you can help.We’re imorting the objects customer, customer location and order from Shopify. The import of the objects customer and customer location was successfully and i can see the data in the ERP, but i do get this error message for some orders: The record cannot be synchronized because it does not exist in the ERP and external system.I do not understand what’s the issue of those orders. The items and IDs of the products exist in the ERP and other orders with the same products were succesfully imported.I see in the synch overview that the external ID exists and it forwards me to the correct order in shopify.Any ideas how i can proceed in getting those orders imported?

Does any body know how to delete Employee time activities with status hold and Open. I have created import scenario but unable to map the Delete Action.   

When I create credit return it show the error message like this.

Hi Acumatica Community,I created a Purchase Order with the following info  50 PHP = 1 USD with 50 % DP to Supplier  Processed the Prepayment with the same currency rate in Purchase Order500 PHP = 10 USD (@50PHP per 1 USD)When i tried to Purchase Receipts based on Purchase Order.I noticed that the currency field is not editableIs there a way to change this rate, based on what i set up in Purchase Order?This should be 50 PHP per 1 USD. I should received this inventory at the amount of 500 PHP.Seeking your assistance for this concern.Thank you!

When importing Stock Items I am getting a message: “Please confirm if you want to update current Item settings with thee Inventory Class Defaults.The import scenario will not p[roceed without a response.How do I get past this message?

 In the Shopify Stores(BC201010) and BigCommerce Stores(BC201000) form, the user can choose the option to show the discounts in Acumatica Sales Order as a Line Discount or Document Discount when orders are imported from External System. It cannot be both.  When Show Discount In: Document Discount The order Level and item level discount from external system will be shown in the Discount Details tab in the document level in Acumatica Sales Order. This is the order created in BigCommerce.  This is the Sales Order in Acumatica  Also, When the Document Discount is selected the Discount Amount revenue will be recorded against the Discount Accounts as shown below. When Show Discount In: Line Discount The order Level and item level discount from external system will be shown in the line item in  Acumatica Sales Order. When Line Discount is selected, by default, the discount amounts are not recorded against the discount amount  But if Post Line Discount Separately is selected in the Order Type

Hi there,We are looking to find a solution where we can set up overtime pay items that incur superannuation up to 76 hours a fortnight, so we don’t have to review each staff member every pay cycle manually.Does anyone have a solution or suggestion on how to set this up?Appreciate everyone’s thoughts on this.Cheers,Matt 

We’re evaluating whether to publish a check printing & mailing application on the Acumatica Marketplace and would like feedback from the community before we finalize that decision.Our solution is designed to extend Acumatica’s current check-handling capabilities. Key features include: Printing checks to PDF with customizable layouts, logos, and stubs Handling check mailing on behalf of customers, including FedEx overnight options Providing more flexible formatting and check-design customization than the standard tools Offering an automated service for organizations that don’t want to print or mail checks internally Before we move forward, we’d like to understand whether the Acumatica community sees a meaningful need for this type of service.Questions for the community: Do Acumatica users and partners feel there is a gap in the current check-printing and mailing workflows that an external app should fill? Are businesses actively looking for outsourced check mailing, or are m

Hello,          I have designed a report to show the items customer bought in last 90 days. The report run properly when it is run on its own screen with the parameters like below.        However, when I trying to run it from SOInvoice screen with the passing parameter below, it gets empty results.   How should I correct. Thank you.

I get this error when creating a receipt transfer from a SO transfer. The SO transfer is created with 1 SO line item and 4 lot nr. Using the Create Shipment action the SO creates 4 ship lines for the same item each with its own lot nr. Using the API I create a transfer receipt with a TransferOrderLineNbr of 1 for each item/lot nr combination. I get the error “Incorrect value. The value to be entered must be less than or equal to 234.00.; receiptQty: Incorrect value. The value to be entered must be less than or equal to 234.00” I attached the SO and shipment that are created and the Json for the receipt transfer and the Json response from Postman Tested on Default endpoint 23.200.001 and 22.200.001, same result

We are unable to close a production order. It might have been forcefully completed or a move transaction deleted. Need guidance to resolve this and close the production order. Inventory module cannot be closed due to this error.Missing Move Transaction: When I click one of the move transaction numbers, it doesn’t react. It seems like it was forcefully deleted. Production order status: Completed.How can I resolve this to close the books?

How can I print the time when an ARM report was printed in a column set.  Like this:  12/15/2025 11:53:25 a.m. 

Does anyone know of a way to bring a “filter” into conditions?I’m trying to filter “First Invoice Date” and i’m using SOInvoice.DocDate to do so. however, this catches all invoices. I can filter, but that only happens after my information has been pulled and it does not achieve what i am trying to do.^this is the “Drilldown” filter that gets applied when going from the Sales Manager Dashboard. It shows the exact info I need, but i cannot set this up as a business event; it drops the filter.  This is how I have attempted to create the filter; but it still shows me old customers because their invoice date is still included in this filter.I get my information perfectly but I cannot, ‘filter’, for a better word, my First Invoice Date down without bringing in other customers who have also had invoices created within the last month, or using a separate filter after the GI has been ran. I post here as a last report and my google abilities have ran dry now that AI has taken over their algos. I

Hello all,I would like to confirm whether it is a native Acumatica functionality that when a metafield in Shopify is not mapped in Acumatica, any data exported from Acumatica to Shopify will result in a blank value being passed to that unmapped metafield, even if there is data present in the corresponding field?Thanks.

I need to add my custom field for user selector.#region Creator        [PXDBString]        [PXUIField(DisplayName = Messages.Creator, Required = true, Enabled = true, Visibility = PXUIVisibility.SelectorVisible)]        [PXSelector(            typeof(Search<Users.username, Where<Users.isHidden, Equal<False>>>)        )]        public virtual string Creator { get; set; }        public abstract class creator : PX.Data.BQL.BqlString.Field<creator> { }        #endregion I have some problem

In version 2020r2 v205 (I know…  ) I have a couple of GIs that I’ve created that are using the InventoryCD value as my parameter with standard parameters allowing for the display of all items if the parameter is Null.  When I open the Inquiry, either from the UI or using the View Inquiry action from the Generic Inquiries screen, Acumatica is inserting the <NEW> value, as though it’s expecting me to create a new record.   Has anyone seen this before?

We are unable to find a screen in Acumatica like we use in our current system. The screen is a tab in the customer record and shows all activity such Quotes, Sales Orders, Invoice, Credits, Payments etc. See screenshot.Thanks

Client wants to Back up the data in their production environment to the test instance of Acumatica. Currently we use a single instance multi tenant environment which has production, UAT & test intance for this client. Production is under tenent id 2 and Test instance is under tenant id 3.We need to clarify would there be any issues if we perform this process of creating a snapshot of live environment and restoring it in the test instance and what impact would it have in the whole system since we run a single instance multi tenant environment.What will be the impact that would have on the data that are already in the test environment would they get override when we do the restoration or would they be duplicated and the would there be any impact in the current configurations/Customizations  of the production environment?