Discussion Forums

Using C# and the RESTClient, is there a way to get the common tasks from the system? I see that common tasks are PMTask DAC objects without a project reference.I have a generic method to get objects from Acumatica: public ServiceResult<T> GetList<T>(string filter = "") where T : class, ITopLevelEntity, new() {     return ExecuteWithClient(client =>     {         var results = client.GetList<T>(null, null, filter);         return new ServiceResult<T>         {             Success = true,             Results = results.ToList()         };     }); }Is there a way to pass a filter which would return the Common Tasks from screen PM2083PL?Any suggestions would be greatly appreciated.Mike

Does anyone have experience integrating Acumatica to warehouse high density storage systems?  A customer of ours has Acumatica with distribution and warehouse management.  They have just ordered a Kardex VLM (Vertical Lift Module).  They used to be called vertical carousels.I am presuming that, because each VLM could require a separate pick list, that they would need to be configured as warehouses.  Could they, instead, be treated as locations?What else do we need to consider?

hi! anyone in the community use Miva for ecommerce? we have a prospect that loves it and was curious if anyone else has integrated with it or uses it with acumatica? thanks!

With the Developer Preview of the Modern UI available in Acumatica 2023r1, no doubt one of the hottest topics will become converting screens from the classic webforms into the Modern UI using TypeScript.  As there seems to be very little public content so far within the community, allow me to take you along on the start of my journey where I create a variation on “Hello World” in the modern UI for a very simple screen.  Warning: I am just starting to learn this, so as simple as the screen is, there is room for error in this post.  I would like to invite you to comment below if you find this helpful or if you find errors in my code or explanation so that we all can learn together!When you are ready to get started on your own journey to learn how to develop for the modern UI in Acumatica, take a moment and head over to Kyle Vanderstoep’s post where he explains the basics of getting the environment ready and where the files go.Link: Developer Preview of Acumatica's New Modern UI | Acumati

In a GI, when I join InventoryItem to INLocationStatus and output the InventoryItem.InventoryID and INLocationStatus.LocationID, I get a list of every location that that Item has ever had inventory in, even if that location no longer has inventory in it.Is there a way to clean these up or filter old locations out for a given item without simply excluding QTY zero?

I have clients that are trying to create GIs and work with their GLTran data.  The amount of data in this table has gotten very large over a few years of usage.  It significantly limits the GI filter capabilities as this dataset gets larger.  What options do customers have to create helpful GIs as their dataset gets larger. Here is an example:A client created a GI on just the GLTran table.  There are no table joins.The GI will pull back a record count if the last filter is removed (BETWEEN).  It sometimes pulls back a record count if the two filters with the date range are turned on.This is very frustrating that the filter capabilities become extremely more limited as the dataset gets larger.Does anyone have any suggestions or recommendations as we have experienced this in other places as well?

We have address fields on a lot of paperwork and instead of going through each one and amending the formula, is there a way to format the field.  When we have a number field I know that you can set the format with the number of decibel places in the format box etc, and I'm hoping its the same for text.I have tried just simply adding UCase to the format box but it didn't work.Thanks 

The employer over-withheld pre-tax health insurance.  He then repaid the over deduction by creating an earnings code called additional pay and removing the taxes so the employee was paid the full amount.  This takes care of the employee.  However, the pre-tax deduction is over-stated by this amount.  It appears you cannot enter a negative pre-tax deduction on an adjustment to correct this.  What is the best way to move the additional pay to a reduction in the pre-tax deduction? 

  I got a text input in my customize screen, which was declared as multiple line input in classical UI page like:<px:PXTextEdit TextAlign="Justify" TextMode="MultiLine" CommitChanges="True" Enabled="False" runat="server" ID="TeLogFile" Width="1200px" Height="900px" DataField="LabelXml" > it will shows as a text area with a scroll bar, just like the Description area in this community website.But after I convert this page to Modern UI, it now just shows like a normal text input control with single line, even I tried to use the grammar form the Modern UI document to declare it is multiple line input, it does not changed, here is how it is defined in Modern UI html and ts file:html:<field name="LabelXml" ></field>ts:@controlConfig({rows:75})    LabelXml : PXFieldState<PXFieldOptions.Disabled|PXFieldOptions.Multiline>;And here is what it looks like in two different UI: Classical: Modern:If anyone knows how to make this multiple line control works, please let me know

Hi, I’m not the most versed with the Project module, but I have a customer who uses projects and has some restriction groups configured to limit access to projects, mostly along branch lines, they have several branches. That part seems to be working, users are only seeing projects that they are assigned to in the restriction group (via project groups).  What he is reporting however is that on the Project Transaction screen, users can see and call up transactions tied to projects that they don’t have access to otherwise.  And his biggest issue is that they can actually Release these transactions as well.   It also looks like they are using that Project Transaction Visibility by Account group and again, that part is working in that it is blocking access to some transaction lines, but he’s saying even with that, it still allows the user to call up the transaction and release it.   I haven’t gone through a full test on this, although I did confirm that I can see the transactions tied to pr

Hi everyone, I've hit a strange issue with copying Generic Inquiries (GIs) on our production site (v2024.1).The Issue: When copying certain GIs using the standard Copy/Paste from Template function, several table Aliases fail to paste through into the new GI's Tables tab. This results in the error: “a table with the alias [name of alias] cannot be found” because the fields in the Results/Conditions tabs lose their table reference.What I've Ruled Out (or think I have): I recognize the common causes (Copy/Paste bug, Custom DAC synchronization, Site Map conflict). However, the critical and confusing finding is: The issue occurs consistently in the Production Site where certain Alias names are in play, e.g. “WIP”, “DTC”, “TimeActivity” as example. The exact same action, using the same GI on a Sandbox environment (same v2024.1, same customizations, only older data), works perfectly. Request for Help: Since the environments are virtually identical in terms of code/version/customizations, th

We have a business event that notifies the salesperson every time they are added as a salesperson to a customer. This business event is sending an email notification to the salesperson with the customer that has been assigned to them. The salesperson is currently on the “To” list on the email template, however, they are not receiving the email. Below is an email that was processed: The person on copy is only receiving emails. We are using Users table to pull the salesperson’s email addressNot sure what is causing this to appear blank. I have attached the xml file of the GI, BE to this thread. Please advise, what am I missing here. Appreciate your help in advance. thank you.

Hey Acumatica Community!As we know, he construction industry is evolving rapidly, and digital transformation is no longer optional.From equipment utilization and ROI tracking to telematics and automation, the need for connected, data-driven workflows has never been greater.That’s why we’re thrilled to announce an upcoming live webinar featuring Acumatica’s own Joel Hoffman and Mike Gillum, who will be showcasing the latest advancements in Acumatica Construction Edition alongside the official launch of IIG’s new Construction Equipment Management solution.📅 Date: Wednesday, October 22🕘 Time: 9:00 AM PT / 12:00 PM ET💡 Why AttendWhether you’re a partner, customer, or prospect, this session is designed to empower you with actionable insights:For Partners: Learn how to position and demonstrate Construction Equipment Management to drive new opportunities. Gain insights into Acumatica 25R2’s new UI and AI features to enhance your sales story. Engage customers with a powerful, constructi

Hello Expert, i am getting stuck in on of the business event scenarios i.e once sales order is created business event will get trigger and create a commission sales for that sales order. I have created business event and import scenario for the same but was unable to trigger the business event.Please have a review and let me know if i am missing out something

Hi Acumatica, I would like to show the report results for only a specific set of subaccounts. A comma separated list as input would be ideal. Is there a way to achieve this? It seems if I enter a start and end subaccount that only shows the numerical order but Id like to have the report shown for a grouping of non-sequential subaccounts.Thanks!!!!  

When I click on CUSTOMIZATION, it doesn't show the standard 'Edit Generic Inquiry' option. How can I modify it to add two additional columns? 

Is it possible to change the background color of a field in a report based on its value ?The values are predefined in a dropdown, such as 1, 2, 3, and 4, with corresponding labels.I need the field background color to change as follows:For value 1, set the background color to red. For value 2, set the background color to green. For value 3, set the background color to yellow.How can this be achieved?When the value changes, the color should also change accordingly. 

We are looking to utilize our company credit cards more to accumulate rewards.  My issue is - I do not want to lose the vendor history.  For example, we have used a vendor for many years and have always paid by check.  Now we want to pay with a credit card.  How can I do this?  The library says the “vendor” needs to be the credit card company.  But I want the vendor to stay as it has been.  Can I add “Credit Card” as a payment option?  And if so, then how does it work when I need to pay the credit card balance?  Thank you in advance for any insight!!

We’re excited to announce the new Project Planning & Resource Management Badge — built to empower Acumatica Value Added Resellers (VARs) to master the ProjectManager + Acumatica integration.Quick background: Last year, Acumatica introduced the Professional Services Edition. As part of that launch, ProjectManager was added to give firms both within and beyond Professional Services powerful resource planning and project management capabilities. This badge equips your team to deploy those capabilities confidently and consistently.What’s the PM Badge All About?This certification focuses on equipping your team with the in-depth knowledge needed for successful deployments. It covers:ProjectManager Essentials: Get a solid foundation on ProjectManager’s background, key features, and core benefits. ProjectManager Overview: Dive deep into how ProjectManager works, including user setup, project creation/management, and critical reporting. Acumatica – ProjectManager Implementation Overview: Ga

We are using only the distribution edition of Acumatica, and our pick list does not print the components for kits. Is there any setting, like enable or disable, to activate the option? 

Hello all.  We are currently about to roll out the Request and Requisiton process for Purchase Orders.  I’ve been trying to figure out how to link the Requested By of the Request to the PO.  We want to see who submitted the request on the Purchase Order screen and the Purchase Order Report.  But I am having a hard time figuring out the connections.  Has anyone does this before?

I need to union Customer Details and Vendor Details at one table(by business account). How i can do this?  

Hello Is it possible to create a GI with a union on 2025 R2, given that it now permits the following. 

Hello !   My client produces custom unit and the components used will be fairly new and would not have purchased it earlier. So there is no history or the costing saved in Acumatica.They will use Estimation module to estimate for all components and will convert the Estimate to BOM. I was expecting that the unit Cost from estimate will be transferred atleast to the planned cost field in BOM. But it updates to 0 as there is no average cost in the inventory. so when the Production order is created the Planned material cost will be 0. Has anyone run into this situation? Do you have any ideas of how this can be handled?

Hello! I am no expert in C# in customization projects so all my knowledge is based on ChatGPT, which has been super helpful so far. We have a UDF currently made available on the SOLine on Details tab. It is a string data type and is a drop-down combo box. The goal: this UDF should only be editable when the item on this SO is in a specific item class (CUSTOMNS). If the item is not in this item class, then the field should be locked and not editable.I have pasted the codes below, open to any suggestions. I am able to publish the project, but with what I have, the field is locked and not editable regardless of the item class. Thanks in advance! The UDF code is:[PXMergeAttributes(Method = MergeMethod.Merge)][PXStringList(    new string[] { "MCC", "FORMENS", "JTex", "HongKong" },    new string[] { "MCC", "Formens", "JTex", "HongKong" })][PXUIField(DisplayName = "Factory ID", Enabled = false)]I also manually added a SOOrderEntry Graph Extension: using System;using PX.Data;using PX.Objects.SO