Discussion Forums

Hi Acumatica Community,May I ask if there is a setup of this field to make it automatic enabled upon creation of Production Order Maintenance?  Thank you!

Hi Acumatica,Is there a way to restrict the order type per user or the default order type per user? Thank you!

When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below). Thanks!Pete  

Hello. I am looking for anyone who uses the system to estimate freight quotes for potential sales opportunities or quotes.  We are working on uploading the weights and dims for products currently, but interested in ideas for sales to use the system to quotes vs requesting shipping for quotes.   Thanks. 

I am trying to create a report that will list vendors with and without balances but once Vendor DAC is joined with APHistoryByPeriod, only vendors in APHistoryByPeriod are shown. I am not sure who to translate such condition to the report designer. Like if [Vendor.AcctCD] found in [APHistoryForReport.VendorID] then show $VendorBegBal otherwise 0. I have attached report for reference. Thanks so much in advance.  

Hi! We have a customized table that holds historical sales order data. The goal is to create a GI that displays the historical SO data and current live SO data, where the doc id will show in the same column. Is this something possible to create? I’ve tried joining the DAC with business account ID field, but because the document number on the historical table is ‘DocID,’ and on the SOOrder it’s ‘orderNbr.’ the two fields show up in two different columns instead in the same column.Any suggestions/ideas on if this can be done? Thanks!

Hello All,In Events Handlers, I am wondering how we can locate fields that business logic has raised and/or set error/warning for them. Basically what are the fields that have Red crossed circled or yellow exclamation?

Use Case: Users would like to sell in Commerce sites the same product in different UOMs than the default Sales UOM in Acumatica. Example, merchant could sell apples in Kilogram(KG) and also in Pounds(LBS). In Acumatica, the user could have the Sales UOM as LBS but sells in Commerce site as KG. Most of the sites do not support UOM. Both Shopify and BigCommerce does not support it. Solution: Provide the SKU code of the product in Commerce site in the Cross-Reference tab in the Alternate ID field with the required UOM in the Stock/Non-Stock forms in Acumatica. Commerce Connector, will get the SKU code from the Commerce site’s sales order product and checks in Acumatica if there is a matching Inventory ID, if it finds, then it will be used with this UOM in Acumatica SO Line. If not, connector will check the Alternate ID from the Cross-Reference tab with Alternate Type as Global. If it matches, then the UOM will be taken from the cross reference t

Hi everyone, Is there a way that the condition @me in the generic inquiry be turned off if the login is not equal?  I have created a generic inquiry to see Sales Orders however we want to limit it in which if the Salesperson of the Customer in the SalesOrder is @me, I would only be able to see orders where I am the Salesperson. If not, I am able to see all sales order. I hope I explained it clearly. (Note: I’ve included the GI in question. Thank you so much in advance.)

Hi Everyone, We have some generic inquiries that were published with view only access to some users.  At times, it seems like the parameters on the inquiries malfunction and are read-only.  It seems that changing the access to Delete on the generic inquiry resolves this, but I want to understand if this is by design or is a bug and what the best practices are for permissions on published generic inquiries.  It doesn’t seem to me that assigning Delete permission on a GI has any potential issues with data being modified since the user would need the appropriate actions on the underlying screens (I believe), but looking for some confirmation here.Thanks,Mike

When exporting orders from Acumatica using the Shopify connector, it is requiring that the sale be > 0.   Error on order : Transactions is invalid; Error on transactions : Amount must be greater than zero for sale transactions We use Acumatica to create replacement orders, giveaways, affiliate orders that have no revenue. Acumatica makes it easy to use Reason Code, plus it’s quicker to order from Acumatica than Shopify. We would like these orders to be in Shopify so the customer can see the history and so our 3PL can fulfill those orders using our current workflow.  Has anyone experience this or know of a work around, other than creating the order in Shopify.   

We need to display the whole Production Ticket report (AM625000]) in the Spanish language. Could you please guide us on the best practice to localize this report

I’m starting in on code customizations with this simple project, but I don’t know how to do the last step. In brief, I have added a PXDBScalar field to an SOShipment extension which pulls in the External Status field from SOShipmentCarrierData. The code displays correctly (C, S, or N), but I would like it to show the more user-friendly descriptions of ‘Completed’, ‘Workbench Processing’, or ‘Not Submitted’ respectively. Is there a way to have that display instead of the underlying code? Context:The goal is to have the PaceJet processing Status visible on the Process Shipments screen (SO503000) so that we can distinguish between shipments which have finished processing in the external carrier and those which have not; We don’t want to prepare invoices on shipments which have been confirmed but not fully packed through PaceJet.To accomplish this, I extended SOShipment with a Scalar value using the following code (adjusting the code from

Hello,I want to add some data fields to the fop of the project form, but I am not sure where to get the data.  I figured out how to add the data in a customization project, but I am not sure where to get the data.  Any suggestions on how to find the following data? I want to add 3 columns, one for current totals, pending AR and Pending APCurrent Totals AddActual Subcontract AmountUnreleased RetainageOpen Amount duePending ARPending invoice amountPending RetainagePending amount duePending APPending APPending SubcontractsSimilar to this, a financial summary tab would also be nice, almost a dashboard page.This data would be nice because non-financial literate people can see the sta

In the course of attempting to add an unbound field to the grid of the ‘Critical Materials’ screen (CriticalMaterialsInq), what should have been a simple task turned into much more. Here’s my assessment of why, but I would love to hear some feedback from people who have a more thorough understanding of how the Acumatica cache works.The grid is based on the ProdMatlRecs data view, made up of SelectedProdMatl records. The SelectedProdMatl records are created from AMProdMatl records and inserted into the cache in a data view delegate (prodMatlRecs()). Here’s where things get interesting.If the cache contains records marked as inserted, these records are ‘yielded’ and that’s itbool itVar1 = false;IEnumerator enumerator = this.ProdMatlRecs.Cache.Inserted.GetEnumerator();while (enumerator.MoveNext()){    SelectedProdMatl itVar2 = (Selec

Hi community, Has anyone tried adding the Excel export/import functionality on the Attributes tab? I am trying to enable this on the Projects form but the Attribute column is not visible and so,  the import does not update the recordsThis is what I have done On the Customization project, set AllowUpload true and InitNewRow TrueTo allow importing and expose the AttributeID I added the following code public class ProjectEntry_Ext : PXGraphExtension<PX.Objects.PM.ProjectEntry> { #region Event Handlers [PXImport(typeof(PMProject))] [PXViewName(Messages.ProjectAnswers)] public CRAttributeList<PMProject> Answers; public void PMProject_RowSelected(PXCache cache, PXRowSelectedEventArgs e) {

Hello, Two questions regarding mobile app:Is there a way to implement header-detail view in mobile app? I am trying to modify Item Lookup mobile screen to have a scan field in the header and Inventory Summary in details. The closest available is FilterListScreen type for the Screen tag, but that creates a filter which you need to click into and then update. Is there a way to make it appear on top? For the virtual keyboard when you tap on the field, can that be replaced with 10-digit numpad?

Using the REST API I need to know which is the first record (chronologically) of JournalTransaction. That is, the one with the eldest CreatedDateTime.How can I get that? What's the default ordering of that collection? Can I do something like sort + top=1?

Has anyone had this situation and how did you resolve it?Customer sends us a forecast for the year, by item.  They are going to buy $1,200,000 of product in the year 2025.  The distribution is $100,000 per month estimated spend.  We also want to compare what they said they forecast to actual spend (invoices).  This becomes a rolling 12-month forecast so it can span multiple calendar years. In late February they tell us they want to change the forecast and move the $50,000 for March to April.  April now becomes $150,000.  

I recently got Microsoft Surface Laptop. I planned to install Acumatica local but then i started to see error messages when installing SQL server. I found that the process Snapdragon(R) X 10-core X1P64100 @ 3.40 GHz   3.42 GHz is not compatible to install SQL server. Any suggestion or alternate way to install Acumatica and SQL?

We recently switched to Acumatica Pay/Fortis and are now receiving an error for invoices that have >99 items.  We had a similar error with Avalara and they had to update their hardcode to Allow us more line items, is the solution with Acumatica similar? Please advise how we can resolve this. 

Hello,I am beginning to get into Power Automate and see there is a Connector available for the Acumatica API.  Are we able to update a UDF on a Sales Order using a Flow?  Our need is we have a spreadsheet with tracking information and we also have a UDF for the tracking number.  Hoping there is a way to automatically add the information from the spreadsheet instead of manual import scenarios.  Thanks-

Hello,I would like to ask if there is available mapping (import scenario) for multiple delegates?Appreciate your help.  

Does anyone have a matrix they’d like to share with me that deciphers what you can do with Single Tenant multi branch but cannot accomplish with Multi Tenant?  (and vice versa) Ex:  2 different tenants under the same URL (multi tenant); Company A enters ap bills; Company B cannot pay those bills that were entered in Company A. Ex:  2 different branches under the same tenant (single tenant); Branch A enters ap bills; Branch B can pay those bills that were entered in Branch A.  (and I think the same applies with single tenant using companies) Thanks 

Hi Everyone,In a Single Tenant Multi Company Environment, I’m trying to create a row-level security for item restrictions based on the item classes. Wherein company A will have visibility to all other item classes and related items and Company X will have access only to the X item class and items created for through the same class. Based on row level security set up in Inventory Item Access form (Referred document:  https://help.acumatica.com/(W(330))/Wiki/ShowWiki.aspx?pageid=09c9c94d-1707-4e24-bb2c-29343e18864f) I was successfully able to restrict the item visibility for the companies as shown below. However when creating orders i can still see