Discussion Forums

I am unable to refresh the screen automatically after attaching a file using the file icon on the toolbar. Currently, I have to manually refresh the screen. Please suggest the best practice to handle this.

Hello; i’m struggling to activate my Price class field in my Generic Inquiry.I’ve gotten it to work before...but i had to switch from billing to shipping addresses and having rebuilt it, i broke it and cant get it again lol. So far, I’ve had success using the DAC browser and following what they state via the element inspector, albeit some are backwards to what the browser says.  Is there a resource that explains more thorough how to find these relation partnerships? I sorta understand but some change and i get confused. 

Dear community,We are doing some research and would like to hear from you - what kind of AI tools do you use on daily basis, in non-ERP scenarios?For example, do you use Copilot in MS Word or Excel? Do you use ChatGPT or Claude? How much time do you spend with these tools, e.g. hours per day or week? What is your role at your company? (e.g. CFO, consultant etc.) Thank you so much for your responses!

Hi -We need the functionality to send a business event email that contains a group of records from a GI, rather than separate emails for each records. This has come up in multiple scenarios, and it seems the only option is to create a custom report to attach to the email, or just send a generic email with a hyper link to a GI. This functionality is highly needed - we have consulted with our strategic partner and have been told it is not possible. Here are a couple of current scenarios, but I could see multiple areas this functionality would be necessary:Email that contains all purchase orders or purchased items that are more than 5 days late in arriving. Email would contain a list of each item with its description, project and promised date with a hyperlink to corresponding order. AP Approval emails - our employees are getting bombarded with many approval emails in a day. A more sustainable solution would be 1 single email daily with a summary of each item to be approved.

Using the project editor, I add UsrDepartment to the Bills and Adjustments screen.  It is a simple selector.  When the filed was added, it created it in the ARRegister table.I want the field to be required.  I did not use [PXDefault] in the DAC in case there are legacy records where that field is null, and I don’t want any other processes to fail if that field is null.In order to make the field required, I added code to the RowPersisting event hander on the APInvoice DAC.In order to get the value in the field, I need to get the extension on the ARRegister DAC.If you are saving an EXISTING invoice, everything works fine, and the field is marked as an error with a message.MY FIRST CHOICE: When you save the invoice and you do not supply the department, I want to mark the field with a propertyexception.However, if you try to save a NEW record and the field is empty, I get an unexpected error.I can get around this by throwing a PXException to the screen, but I want to actually flag the fiel

Hello,In the classic UI, we can perform some low code screen customizations (i.e. Wrap text on a description field) via the screen editor in a customization package.  When that customization is published, the changes don’t port to the modern ui.  How do we perform low code screen customizations in the modern UI?

If we do publish with clean Up, will that leads to delete all the custom GI’s which are not in any custom packages.

Hi guys,How can i delete via import Scenario this position “Global” in Cross Reference I Tried this Import Scenario but its not working. Hope u can help me.

I am stuck trying to add the option to scan a projectid and project task to the Scan and Transfer form. Trying to follow the documentation and the abstract examples but I can’t get the task added in correctly. I’ve added what I have so far. The actual task is bare bones, I get how to edit those for the most part.

I understand on how to embed the our company’s logo into a report, but I’m having issues trying to wrap my head around how to embed a customers logo into a report. We have three customers whereby thier logo needs to be embedded into a customized packing list for each of them.

The customer walks in to the counter to return and replace an item.  The replacement item must be picked and processed in the warehouse but the mixed order type cannot do a shipment  Using the RMA order type requires a Receipt to be processed.  There is not a desire to go thru the entire shipping process for the receipt, just return it to the default RMA bin (MO orders DO NOT default the location to the RMA location which is a bug).

I want to upload excel in the Purchase receipt screen in the document details tab but when I allow the upload from the grid in the in the screen customization the upload button is disabled and the solution is adding Pximport to the graph before the view  but I do not have the graph in my customization project because this graph is default in the website

Hi everyone,I’m trying to create a business event to trigger a branch-specific email invoice template from the Invoices and Memos screen (AR.30.10.00). Since Branch is not available as a condition on the Business Event screen, I attempted to use CustomerID as a workaround—our customer IDs are prefixed by branch, so it seemed like a logical substitute.However, it appears that the Business Event is evaluating the CustomerID field as the database row ID rather than the actual Customer CD (e.g., D1001). Because of this, conditions like CustomerID CONTAINS 'D' fail to trigger correctly.I confirmed that using RefNbr as a condition works as expected, which leads me to believe this is a limitation with how the Business Event engine handles keys versus user-facing fields.Has anyone else experienced this behavior in 24R1?Any workarounds other than changing to branch-specific invoice numbering?Thanks in advance!

Hi everyone,I’m facing an issue where, I’m creating an email template to notify a customer on pending approval documents in sales orders.In the email template i need to add a field which is usr multiselect LOV field. The field has 6 values and once i add the relevant data field to the email template the following 2 scenarios occur.Only one value is selected in the sales order for the usr fieldin scenario 1, the email template obtains the description properly as shown below Multiple values are selected in the sales order for the relevant usr fieldHowever for scenario 2 the LOV shows as a,b,c not the description of the values as shown below  The visual view of the template is as follows Appreciate if anyone can let me know what i’m doing wrong and how i can obtain the relevant LOV value’s description to the email template.Thank you so much in advance! Really appreciate your time and effort!!

How to clean inventory transit expired from item plan or can receipt it

Hi Community,I’m using a Generic Inquiry (GI) and I’ve written a formula to add slight randomization to a calculated amount using the last 3 digits of CustomerID. The formula works fine, except when Quantity = -1 in those cases, I want to skip the random cents and keep the values as-is. =Switch(    [ARTran.Qty] = -1, -1, Round(            ([ARTran.Qty] * IIf([ARTran.DrCr] = 'D', -1, 1) * 2) +             (((CInt(Right(CStr([ARTran.CustomerID]), 3)) % 99) + 1) / 100.0),            2        )) Can you any one guide please 

Hi, Just wondering if anyone has seen the type of issue described below (which I’m currently at a loss to explain or know what to do next)? Symptoms started last night when we attempted to republish a customisation.  We needed to slightly change a SQL view (with a DAC on top of it).  Couldn’t get this very simple change to work. SQL statement was just skipped no matter what I tried. What I found is that the only way to get the publish step to attempt to rerun the SQL statement was to deliberately make the SQL statement malformed.  In this scenario the publish step attempted to apply the SQL statement and errored out as it should.  However, as soon as the SQL statement was valid, it always got skipped even if radically different to the previous publish.  Spent a few hours trying all the usual tricks to try and get a valid SQL statement to publish, tried all the different tick box options, priority settings, etc.Then today we have the weird scenario described below: We have custom fields

Client has need to email AR Invoice to email addresses that are not exposed on AR Invoice.  AR Invoice is created and a Project ID is entered.  When clicking EMAIL in the AR Invoice it uses the MAILING ID seen below that is on the Project.  That works OK if the only email addresses I want to send to is already exposed to the AR Invoices screen and subsequently the email template (screenshot 2).  However, none of the project email addresses are available and we need to CC 2 people (Proj Mgr and Salesperson) that are listed on the related project.  Since none of the Project screen fields are available how do I create a new email template that I can use.  I created a GI that listed AR doctype, refnbr, and all of the email addresses I want to send to per invoice.  I created new email template referencing the GI containing that data and then changed the INVOICE MAILING ID to reference that EMail template.  I can see the email addresses to select in the template, however when I EMAIL it does

Hello everyone,I am currently working on a customization where I want the Contact from the Sales Order (SOOrder) to be displayed in the Shipments (SOShipment). I'm running into issues.What is the best approach to achieve this functionality?Any guidance or code examples would be greatly appreciated!Thank you in advance!

Hi,I’ve attached a subreport to my main report in Acumatica Report Designer. The main report loads fine(alone), but the subreport is taking a very long time to run and causing overall performance issues and keep running The subreport (TE806000) is based on tax with two parameters . Parameters are passed correctly from the main report. When I run the subreport independently with the same parameters, i work fine.I am Attaching both reports. This is my first time working in subreports. The both reports are in initial phase. only testing with few fields right now. Please guide  

Has anyone come across this error when trying to set up a bank feed with American Express?    

Hi Team,I created a custom report. When I print an old Credit Memo, it prints correctly with no issues. However, when I print a new one, it prints blank. There are no visible conditions in the report that would cause this. Please assist if you have any solution. Below is the screenshot.print a new one credit meo  

I have a question for any Entity mapping expert out there: I’m running into an unusual asymmetry between how the import and export entity mappings are for Sales Orders. We have an Acumatica line-level custom field - AltQuantity for short - which we want to link to the BigCommerce Quantity value of each respective item on a sales order. The Import mapping works as expected, even though the custom field isn’t available from the drop down in the ERP Field column.Import mappingI expected the Export mapping to be able to be set up as the mirror of the Import mapping.expected Export mapping Now, I know I’m getting off the expected path here because I had to type in the Objects and Fields manually without spaces instead of being able to select from a drop down. Surprisingly, it works - well - half works. The system recognizes OrderData.OrderProducts.Quantity just fine and I can map to it normally (ex ‘Sales Order -> Details -> Open Qty’). However, my issue/lack of knowledge is around th

We have production orders set to ‘Preassign lot serial numbers.’ We can populate each one manually but it is extremely cumbersome.  I am trying to get the below result(base on full box qtys of 60) through an import scenarioThe import scenario functionality has this at the order level but there is no where to specific qty. At the line details level it looks like I would need to manually assign lot # and qty  At the end of the day we are looking for a non-manual way to serialize our full cases of product. I know there have been several product ideas around this but I am look for a practical solution, not to pray and wait.Has anyone implemented anything like this?

While working on 2Q reporting we realized that some employees either had the wrong State SUTA codes or no SUTA codes at all. Does anyone know of a way to correct that to get it into their payroll files? I think we can create a paycheck adjustment to record the tax but not sure how to get the reportable wages to calculate correctly. Thanks