Discussion Forums

Can standard regular expressions actually be used as an input mask for PXTextEdit or PXMaskEdit UI controls as this article states?https://help.acumatica.com/(W(17))/Help?ScreenId=ShowWiki&pageid=9b12bbba-a619-43e4-8335-11ffff13573bIf so, can someone point me to an example? Setting the input mask to anything other than basic Acumatica mask characters as shown in the article below results in the regex string showing in the field itself.https://help-2022r2.acumatica.com/(W(2))/Help?ScreenId=ShowWiki&pageid=9bec9bb3-3363-4649-948f-7a55e9c048a1

Hi Acumatica Community,I have been struggling with a very simple import of a newly created attribute that has been assigned to all of my customer classes.I consistently get this error:Error: The class does not have the INFLUENCE attribute. Make sure the attribute name is correct or consider adding the attribute to the class. This is my import scenario mapping: Image continued:  This is my new attribute: Here is my attribute assigned to my customer class: Lastly, here is my data provider excel with a dummy customer: I have watched all the webinars on this and copied them exactly. I even have a similar import scenario that works for a different attribute so I am really hoping the community can help. Thank you 

ERROR received after Move on a Production order and picking “Close”.  Have to back out and pick “Completed” Production Order again to Close 

It appears that after an upgrade, a patch, and sometimes even after publishing customizations, any edits made to the menu are rest back to the defaults.This is a pain for individuals but also when we make a change that should be applied to all users.Changes to the Menu Items such as renaming “Construction” to “Projects” or “Services” to “Field Services” are lost.The order of the items also gets lost after these activities.Should these changes be made in a customization package?  Can they?The favorites menu seems to stay intact and so does a custom workspace we created.Any thoughts?  Thanks 

I am trying to use the MS SQL Data Provider in my Import Scenario.  I am able to connect successfully (with an SA role), setup the Import Scenario - both the Fill In Schema and Schema fields work great for the SQL View. However, when I try to Import a Scenario and hit the Prepare button, I get an error that there is an Incorrect Syntax near keyword ‘AS’.  My view does not use any aliases in the field or table names, so there is not AS clause in it except in the View definition (Create View … AS ...).  Here is a sample of my view:Select ID, [Vendor ID], [Vendor Name] from ExternalVendorTblAny ideas what I can try to debug the Prepare step or other to find what I am doing wrong?Running Acumatica 2024R2 and SQL Server 2022

I’m trying to create a label for parts in a specific location using the attached report. However, despite entering the parameters, or let Acumatica do it, the report remains blank. What could be the issue causing the report to not display any information?

Hi Team, I have tried various methods, but in my system the action is not visible.I have checked the access rights and the ASPX code, and even tried writing new code, but I am still not getting this action. Could anyone assist me on how to resolve this? Another system   and my system   

Hello all,I have a scenario where I have a small custom grid in the stock items screen where the grid has 3 rows (Value1, Value2, Value3) already defined via customization. And i want to map the scenario to mark Active checkbox true for only Value3. 

Hi all,I'm trying to enable global search for a custom DAC (MyCustomDAC) using [PXSearchable] and [PXNote] via DAC extension.The DAC appears in Rebuild Full-Text Entity Index, and entries are created in SMSearchIndex. But when I search by OrderNbr (e.g. CH-10000045), no results appear under Transactions or Profiles. What I’ve Done1. Added [PXSearchable] and [PXNote] via DAC Extension:#region NoteID[PXMergeAttributes(Method = MergeMethod.Replace)][PXSearchable(    NVSearchCategory.ChangeOrder, // Custom category (32768)    "Change Orders {0}: {1} - {2}",    new Type[] {        typeof(MyCustomDAC.orderType),        typeof(MyCustomDAC.orderNbr),        typeof(MyCustomDAC.description)    },    new Type[] {        typeof(Customer.acctName),        typeof(MyCustomDAC.description)    },    NumberFields = new Type[] {        typeof(MyCustomDAC.orderNbr)    },    Line1Format = "{0} - {1}",    Line1Fields = new Type[] {        typeof(MyCustomDAC.status),        typeof(MyCustomDAC.orderNbr)    },

Hello Community. I have a custom screen linked to a custom table and numbering sequence. When creating a new record and saving, it updates the primary keys numbering sequence. Upon doing so, it shows a duplicate record which doesn’t actually save, but you need to refresh the page to clear it. The first line in the highlighted screenshot below is the one I added, before hitting save and because it is an auto numbering sequence it shows the one line with “NEW” and then after save, populated and an extra line pops up like below. If I refresh or hit cancel, it removes the duplicate because its not actually saved.  Below is the graph. The persist method is what I was trying to do to get the duplicate to clear automatically. I’m sure there is a very simple way to fix this but haven’t had any luck.public class ImportBatchEntry : PXGraph<ImportBatchEntry>{ public PXSavePerRow<Imports> Save; public PXCancel<Imports> Cancel; public PXSelect<Imports> Document;

Hello, Does anyone have any insight or suggestions for alternate methods to upload static images as a dashboard widget/tile, other than using the wiki/html method? We have excel graphs we would like to display on the dashboards that will need to be updated frequently. Any suggestions or guidance would be appreciated! Thank you! 

I’m easily able to call OData enabled generic inquiries from Postman and also make the mass metadata call for all enabled GIs.  Is there a way to pull the metadata for only a single GI?  Copilot indicates that the format is https://[YourAcumaticaInstance]/OData/[GenericInquiryName]/$metadata but that doesn’t work.  The result is a 500 internal server error with the request profiler showing “Invalid action detected. ‘$metadata’ is not an action that can bind to collection...etc.”.  If I try alternate formats including using the metadata link returned in a Postman response, I either get the full metadata catalog, a more robust response for the GI result, or a similar 500 error.  Is there some action required to allow individual metadata calls?  Thanks.

I just wanted to give a shout out to Acumatica’s various product teams on an amazing year!I don’t think I’ve seen more product ideas addressed and moved through the consideration feedback phases to SHIPPED in my time working with Acumatica. This is a huge incentive for partners like us and our clients to accelerate the rate that we adopt updates and upgrades. You rocked it this year, and all deserve a big pat on the back! 👍

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