Discussion Forums

Hello,What would be the recommended way to add a 3rd column to a screen, such as AR303000, whose layout is 1-1.  I need the layout to be 1-1-1.Existing qp-template below.  I need to override that so that name=”1-1-1” so that I can add a fieldset to column C. <qp-template name="1-1" class="equal-height label-size-m" id="formCustomer" > <qp-fieldset slot="A" id="columnFirstHeader" view.bind="BAccount" wg-container="BAccount_BAccount"> <field name="AcctCD"></field> <using wg-container="CurrentCustomer_tab" view="CurrentCustomer"> <field name="AcctName"></field> </using> <field name="Status"></field> </qp-fieldset> <qp-fieldset slot="B" id="columnSecondHeader" view.bind="CustomerBalance" class="highlights-section" wg-container="CustomerBalance_CustomerBalance"> <field name="Balance"> <qp-label slot="label" caption.bind="CustomerBalance.Balance_Label.value"></qp-label> </field> <fie

Is it possible to apply a credit memo from a child account to to an AR invoice of their parent?  We have an issue where a customer’s employee bought something using a personal account (Customer ID 119290) and returned it - they want to apply that credit memo (AR116598) to an open invoice (AR116405) for their parent company (Customer ID 112492) When I got to applications on AR116598 - the parents invoice isn’t available  Consolidate Balance is selected on both the parent & child accounts.  Anything I’m missing here? 

I have an Action on a form that fetches some info from an external API inside a PXLongOperation.  I am putting the resulting json into custominfo with:PXLongOperation.SetCustomInfo(json);and retrieving after PXLongOperation with:PXLongOperation.WaitCompletion(this.UID); if (PXLongOperation.GetCustomInfo(this.UID) is string json){ f.JsonResult = json; Filter.Update(f);}The problem is that I have date fields in the filter section of the form that trigger the operation completed successfully message every time I change them after the initial action that calls the API completes.I have tried putting the following immediately after setting f.JsonResult in the if statement:PXLongOperation.SetCustomInfo(null);andPXLongOperation.SetCustomInfo(this.UID, null);The first doesn’t seem to affect the data which I presumed is because it needs to know the UID and the second throws an error about ambiguity so I tried:PXLongOperation.SetCustomInfo(this.UID, (string)null);which clears the error but

Hello, I am working on a custom screen that has a parent record and child grid records. I am running into an issue where the grid data does not appear unless I change something in the parent record and then hit save, then the grids populate with the appropriate data. The record previously exists in the database, and I’ve confirmed it. Obviously this is not the behavior we’re looking for.Another issue is, when I attempt to create a new record in the grid, it follows the same issue. I have to change and save the parent record and then create a new child record in the grid, otherwise it’ll throw an exception saying that the key value is null. I have added a PXParent attribute to the proper field and it works properly when the save trick is done. I have a hunch there is something going on with the record loading fully. I added an event handler for the row selected event and then checked that the parent record was loaded, I also check the views for the grids via a .select() to see if they w

Is there any way to assign an actual Salesman ID in the system to either a CRM Lead, Opportunity, or Sales Quote...as I’m not seeing it, and would think it to be an obvious need?Obviously, there are rules in place to assign an Owner to any of these windows, but even when going into one of those Owner’s employee ids and linking the record to a salesman id, it doesn’t do anything in the process (not exactly sure what the purpose is for the Salesman Link at the employee level, but will leave that for another day).Just seems strange to me, as the OWNER does all the hard work to cultivate the prospect, but when it comes time to converting the prospect to customer, I’m not seeing where the salesman id/owner can be automatically set at the customer level...am I missing something here?appreciate it,mdickson

I have a case where I had to create a a level in my unit set because I hit the character limitation for subaccount in the data source. When the user runs the ARM report I want them to just see the top level of all and the 2nd level of CONTRACT, COOP AND COOWNED. How can I hide the lowest level? I have attached a screen shot of my unit set for a visual. I am grouping data by subaccount to the three different types of Contract, COOP and Co Owned. There is not range or account class that I can use so I had to go this route to get past the character limitation.Sara

I have a few user defined fields in sales order line which I need to copy when the 'Create Purchase Order' action is clicked in the sales order screen. How can I override the action in order to copy these values?I have tried this override action based on the source code but there is no copying of values.using PX.Objects;using PX.Objects.SO;namespace PX.Objects.SO{ public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry> { #region Event Handlers[PXOverride]public virtual IEnumerable CreatePurchaseOrder(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod){ // Call the base method to create the purchase order IEnumerable result = baseMethod(adapter); // Retrieve the created purchase orders POOrderEntry poGraph = PXGraph.CreateInstance<POOrderEntry>(); foreach (var poOrder in poGraph.Document.Cache.Cached) { var poOrderRow = (POOrder)poOrder; // Retrieve the related purchase order lines var poLin

Has anyone managed to successfully setup the GL Anomaly Detection within the Sales Demo environment?I’m trying to train a model using the PRODUCTS company but the training keeps failing and the following warning is displayed: ‘The model is not ready for analysis. Not enough data was sent to the model for accurate analysis. You can attempt to train the model after adding transactions.’

Hello, I read online that the feature "require single project per document" in the AP bills preferences was eliminated in the 2025 version. Is there an alternative that would allow us to have a similar restriction?When we want to add a PO to an AP bill, we now have a list of all the opened POs of the vendor showing instead of only showing the POs related to the specific project. This is a bit of an inconvenience for us and a also more risky to apply the invoice to the wrong PO. Thank you in advance for your help! 

Hi All, I reviewed some articles and most of them couldn’t answer a very simple Use Case.In Manufacturing it is very common that more than just screw or other Components Parts are used as they break in the process or other things.This is technically Scrap that needs (for typical processes) to be logged as Scrap rather than Material Cost against the Production Order.I can’t seem to find a way to accommodate for that kind of Scrap. Scrapping the FG is just completely overstating and doesn’t let the User adjust.Utilizing a Scrap Factor just adds to Material Cost rather than considering it as actual Scrap Cost.I would be very surprised if we cannot accommodate for this at all?This is just so common. Scrap is not the actual Material Cost but separate from Raw Material Cost and needs to be logged - not only for the FG with Scrap write-off.

I am working on MUI in 25R2 for my custom screens.I have v22.21.1 installed.  According to my web search, “For Acumatica 2025, specifically for versions like 2025 R1 and 2025 R2, the recommended Node.js version is 22.x.x, with specific references to 22.11.0 for 2025 R1.”From the Node.js web site, the closest version I could find is 22.21.1.  When I run npm run getmodules, it does it’s thing.Then, I run npm run build-dev.  It also does it’s thing and my pages are compiled.If I subsequently run npm run build -- ---env screenIds=IC401095 to rebuild my page after a tweak, I get this error:exec error: Error: Command failed: gulp build'gulp' is not recognized as an internal or external command,operable program or batch file.Here is my workaround to update my page:Re-run npm run getmodules run npm run build -- ---env screenIds=IC401095The page is compiled and looks fine on my site.I noticed that when I run a build, it says node build-and-clean.js> build> node build-and-clean.js ---env s

I am trying to disable the quantity field on a sales order whenever there is a linked production order. To be honest, im not even entirely sure what extension is adding this field to the soline. i dont see it on soline, or SOLineExt. I did find it on SOLineMFGOnly, but that seems to be just a projection. i tried adding the below code line to the quantity field and it does make the field readonly when there is a production order, but if i unlink the production order or delete the production order the quantity field is still disabled. i looked at the below post but when i try to use SOLineMFGOnly in the get extension, it doesnt recognize it. [PXUIEnabled(typeof(Where<SOLineMfgOnly.aMProdOrdID, IsNull>))]  

I have data view like this [PXFilterable][PXCopyPasteHiddenView]public PXSelectJoin<INItemClass, InnerJoin<MDSCSalesPersonItemClass, On<INItemClass.itemClassID, Equal<MDSCSalesPersonItemClass.itemClassID>>>, Where<MDSCSalesPersonItemClass.salesNbr, Equal<Current<MDPXSalesCustomer.salesNbr>>>> sitestatus; and typescript  @viewInfo({containerName: "siteStatus"})    siteStatus = createCollection(INItemClass); and viewexport class INItemClass extends PXView  {    @columnConfig({ allowCheckAll: true }) Selected : PXFieldState;    @columnConfig({width: 70})  ItemClassID : PXFieldState;    @columnConfig({width: 100, allowFastFilter: true})  Descr : PXFieldState;}I try to show selected field checkbox in grid like this        <qp-grid id="gripSiteStatus" batchUpdate="True" view-model.ref="gripSiteStatusVM"            view.bind="siteStatus">            <qp-grid-column field="Selected" type="CheckBox" width="50" allowCheckAll="true" />       

Im having problem with my report i want to create a report where i can get the sum of [APTaxTran.TaxableAmt] based on the parameter FinDate and also group it by APTaxTran.TaxIDso it only insert one per TaxID can you help me? 

Client is going live over the weekend and we need to pull in the purchase order receipts for the goods received not invoiced report.  Do we take the report from the legacy system and receive them into Acumatica and just do a manual reversal of the gl entries created?  I do not see anything on this process when I search for it.

I trying to set up a business event to create a Purchase Order (for the return item) on Sales Orders using a business event and import scenario. Within the actions available, I see SO creation, email creation, Receipt creation, but no Purchase Order creation. Is this possible to do, or is there a different way to go about this?

Hi there,We’ve developed a customization that includes a custom data provider responsible for exporting data to an external system. I’m currently exploring two aspects: Mandatory Parameters: Is there a way to make certain SYProviderParameter values mandatory? I attempted to use PXStringState.CreateInstance with IsRequired set to true, but it didn’t seem to have any effect. Conditional Parameter Visibility: Is it possible to dynamically show or hide parameters based on a dropdown selection? For example, if the user selects "AWSS3" as the DataStore option, I’d like to display additional parameters specific to that selection and hide them otherwise.  

I’d like to start using pivot tables more, mainly as a way to collapse groups of items for better browsing. However, when I’m adding certain fields to the Values section of the pivot table, it is displaying the code instead of the description.When the group is collapsed then the Aggregate function (min) rows show the description, but the expanded rows are not. Is there a way to display the description at the row level? For more context - if it helps - there are two attributes of stock items that I am grouping on, say, CATEGORY and SUBCATEGORY. It’s much more convenient to have all the SUBCATEGORY groups collapsed by default so you can view information for each group at a time. I don’t expect people to have to memorize all the different code values.Thank you for any insight you can provide,

Hi Community,Does anyone know how to get 15 lines per sub on a Check Layout? I have changed this on the payment method, but the report only returns 10.   I have tried editing the RPX file to include more lines based on the lines Acumatica has out of the box, but I am getting inconsistent results when the additional lines print. I have added in Variables for additional lines and added the lines to the Report, but some of my lines are duplicating without me being able to figure out why. I don’t seem to be able to add my RPX file to this post, but I am happy to send it if needbe. Thanks,RJ

Hello everyone  My company requires to open several shipments that have several lines (products) of one SO. Acumatica doesn’t allow you to have an open (unconfirmed) shipment add modify the sale order simultaneously. I need to  create multiple open shipments at the same time. If you create one shipment it lock the SO and doesn’t allow you to create additional shipments without confirming them. Does anyone know how to unlock the SO? 

I’ve reviewed a few similar threads where people were able to show the vendor’s part number on the printed purchase order, but I haven’t been able to replicate the solution in Report Designer.What I’m trying to accomplish is simple:When I send a purchase order to a vendor (or print it internally), I need their vendor item number to appear alongside our inventory item so the vendor can easily identify the part when they receive the PO, and so my manager can clearly see the correct vendor item when reviewing the printed order.Has anyone implemented this recently or can share a clear step-by-step for adding the Vendor Inventory or Alternate ID field to the printed Purchase Order?

Is there are report or GI in Acumatica where one can see a customers purchase history by item?

Hi everyone,I was able to get the correct number of label prints by following this example:🔗 Acumatica Inventory Label Report Per Qty – GitHubI implemented a similar setup using INTran, InventoryItem, UsrNumbers, and POReceipt tables, where the user enters the Receipt Nbr and Inventory ID as parameters.However, I’ve run into two problems: When using the barcode scanner, it only provides the Inventory ID not the PO Receipt number. The INTran table is only populated after release, but that doesn’t fit our workflow. We need labels to print before release, as soon as an item is scanned and the quantity is set (for example, if the set quantity is 5 and the base quantity is 10, we should get 50 labels). Has anyone handled this scenario printing labels by Inventory ID before release and can share the best approach or table structure to use?Thanks in advance!

I have generic inquiry when I click on reload number one, the error message “This generic inquiry doesn’t exist anymore” but if click on reload number two, it’s working normally. This happens in Acumatica 2025R2.