Discussion Forums

Hi ,What’s this AM Error when processing the Move Release in Production form?Has anyone seen the error before?It’s weird that the GL comes out but the debit and credit line are missing.I think it’s the system try to create Production Cost transaction GL but failed.Is there any production cost setting or chart of account setting I missed?  

When installing my demo instance, redirecting to the website didn’t show the default password already set-up. No I am not sure how to log in. Help with this please.

The Customer Lookup functionality on the Modern UI Sales Order screen doesn’t seem to be working. I’m not sure if I haven’t enabled a feature that is required to make this work? I spun up a new instance of 25.101.0153 to check out the latest functionality and enabled Modern UI by default during installation. If I click on the pencil next to Customer I can make a new Customer, but how do I select an existing customer for the Sales Order?Can anyone help me out here? Thanks, Jonathan 

Hi All,In NetSuite, we have the ability to create and manage multiple custom forms for the same transaction type. For example, with Purchase Orders: Regular PO Form: The standard template used for most purchase orders. AfterMarkets PO Form: A customized form tailored for aftermarket transactions, possibly with additional fields or different layouts to suit specific business needs. Tipalti-Synced PO Form: A unique custom form designed for purchase orders that are synced from Tipalti, which may include special fields. This flexibility allows us to:Assign different forms to various business processes or integration scenarios. Control which fields, layouts are shown depending on the context of the transaction. Enhance user experience and enforce process consistency across different types of purchase orders.We are currently implementing Acumatica and would like to know more about its capabilities regarding custom forms and related printouts. Specifically: Custom Forms: Does Acumatica al

Acumatica customization gurus, is it possible to reference the UserPreferences.DefaultSite field in an event?  Code snippet is below, but I’m receiving the error ‘UserPreferences’ does not include a definition for ‘DefaultSite’.   The field does exist in the SQL table in my local test environment.  Thanks in advance!             var line = e.Row;            var currentUserID = PXAccess.GetUserID();            UserPreferences prefs = PXSelect<UserPreferences,                Where<UserPreferences.userID, Equal<Required<UserPreferences.userID>>>>                .Select(Base, currentUserID);            if (prefs?.DefaultSite != null)            {                line.SiteID = prefs.DefaultSite;            }  

How to Identify Which  Serial number  of an Item in Kit Component linked to the Kit Item   .and is it possible to Show the details in Shipment  Documents For Eg ; I have a Sales Order with Item XYZ( Kit Item ) Ordered 3 Qty  and the Serial Number XYZ-1, XYZ-2 and XYZ-3   Each Kit Item Includes 3 Components  ABC, DEF and GHI with Serial number so total ABC 3 qty DEF 3 qty and GHI 3 qty  each has Separate Serial Number As well how i can find out which Serial number of Each Component is associated to the Serial number of Kit Item  

On the reconciliation statement CA302000 for a credit card statement, should the Statement Balance field be a negative as the credit card is a liability and the GL balance is a credit?  My client is starting a reconciliation, and I wanted to verify that the balance should be -100,000.00 for the reconciliation.Thank you!

We’re having the following issue:Everything appears to be set up on the Microsoft Entra side of things (permissions carry over) We are able to get a successful login notification on Acumatica (my profile → teams settings) BUT when we navigate to ‘Teams Channels’ we can’t synchronize. (see attached screenshot_Has anyone run into similar issues with Microsoft Teams integration? We’ve followed all the guides to the T and keep running into this issue.   

We are trying to  Extended INRelatedInventory DAC Fields in the Releated Items Tab Grid section classic to Modern UI .DAC has 2 extended fields need to display it in the modern UI classic UI screen shot Tried with below code, but unable to see fields in Modern UI import { PXFieldState, PXFieldOptions, columnConfig } from "client-controls";import { IN202500 } from "../IN202500";import { ReleatedItemsTabBase } from "../../common/related-items/tab-related-items/tab-related-items";export interface RelatedItems_customfields extends IN202500, ReleatedItemsTabBase { }export class RelatedItems_customfields extends ReleatedItemsTabBase {    @columnConfig({ width: 100 }) UsrNAWSurchargeSO: PXFieldState;    @columnConfig({ width: 100 }) UsrNAWSurchargePO: PXFieldState;}

Hello Comminity,I would appreciate help with below requirement. I have a company implemented in one country and the company is now expanding to another country. The same solution will be applicable. the only change would be the base currency and taxation . I'm looking for a way that easily roll out the solution to a new tenant which is for the new country.  I tried with snapshots but all export modes pull the data with the company settings as well. Then I'm not allowed to change the base currency. (I don't intend to use global finance).Is there any easy method that meets the above requirement?Thank you,Dulanjana  

Hello guys, im trying to achieve to set an standard value for the date field "requested on" in the sales orders. I executed it as follows:  Adding the field to the screen, trying to set standard values (different formats like 09.09.9999, 09/09/9999 or 9999-09-09…) -> didnt work out Editing the DAC (i tried to fill in code that chatGPT gave me, didnt work out)  namespace PX.Objects.SO{      [PXNonInstantiatedExtension]  public class SO_SOOrder_ExistingColumn : PXCacheExtension<PX.Objects.SO.SOOrder>  {      #region RequestDate          [PXMergeAttributes(Method = MergeMethod.Append)]       public DateTime? RequestDate { get; set; }      #endregion  }} Can you help me here, please? Thanks in advance!

HI All!  I am attempting to design an import scenario that will create PO Return Receipts.  I am unable to successfully import when attempting the “Add PR” step.  Here are the details:I have a data provider that is a GI containing the original receipt details Here is a screenshot of the existing Import Scenario: The highlighted area is where the issue is occurring.  If I remove the <Dialog Answer> and the <Action: Add PR> (AddPOReceiptReturn) line – the import executes and creates a Return Receipt without the Receipt details If the import is executed with the lines, an error occurs but there is no error message This is the part of the entry that I am attempting to automate in the import that is failing:I appreciate any assistance or advice on how to make this import run successfully.Thanks! Michelle

Hi, I have two local instances of 2022.217.202.5321 hosted on the same PC which have two different customisations.  On one of these instances the debugger behaves perfectly, on the other it doesn’t. On the one that doesn’t behave I was getting lots of missing symbols/can’t load Nlog.pdb, etc. messages.  After doing some research on symbols, I ended up changing the paths in the yellow box below in Visual Studio from tools Options/debugging/symbols. On the instance which is having the problems I currently have:C:\Users\John\Wrk\Helm\MYOB Versions\MYOB.Advanced-2022.217.202.5231\Files\Bin C:\Users\John\Wrk\Helm\MYOB Versions\MYOB.Advanced-2022.217.202.5231\Schick_20230929\BinI set these to make the unable to load symbols messages I was getting go away.  Have never had to mess with these before and I’m not 100% sure that I am doing the right thing here - but id did resolve the missing symbol problems. On the instance which works fine I have:c:\users\john\wrk\helm\natt C:\Users\John\Wrk\Hel

We are in the configuration phase with Acumatica, on 2024 R2, and are testing the calculation of sales tax through the Avalara integration. When Tax Exemption Type is set to Resale, the transaction shows up in Avalara saying the product/service is not taxable even though it is:I cannot get this to show ‘Yes’ unless we change the Tax Exemption Type to ‘Taxable - Override Exemption,’ which defeats the purpose. We want the exemption to remain on the customer (if they have a valid certificate), but if they do not, we would need the circled field in Avalara to say ‘Yes’ in order for any tax to be calculated. Any advice?

We currently have consolidated financials setup so that company’s BLC and BBLPMC are included when running financial reports for company BLLLC. We also need company BLLLC to be included in these financial reports, but they are not being included.  I took a look at how the Unit Set is currently defined and it shows the following:Do I just need to add the parent company to the value to include it withing the consolidated reports like so? Am I going down the correct path with these changes or is there more that I need to do have data from all three companies within the consolidated reports?

We are currently implementing Acumatica and transitioning from NetSuite. In NetSuite, the "Created By" field is easily visible on most forms, which helps our users quickly identify who created a record.In Acumatica, I see that the "Created By" field exists in the Audit History, but not directly on the form itself. We would like to have this field (and possibly "Created On") visible at the form level for ease of use.Has anyone implemented this? What is the best way to display the "Created By" field directly on a form in Acumatica?

Can someone let me know what the logic of the conversion of units of measure is. I have read the help area about 10 times and I must have a mental block as it seems to be the reverse of what I would expect for converting from one unit to another. i.e. I would think converting a box of 10 bottles to a base of 1 bottle would require the instructions to divide by 10 but the operand is multiply. I am feeling quite stupid about this so please be gentle.. 

Hey Acumatica Community, We developed a Teams bot (similar to OpenAI) to create emails in the Outlook web app for our Acumatica leads. We want these generated emails to be recorded back in Acumatica as email activities. I'm checking if we already have a connection established between Outlook and Acumatica to achieve this.Here's a simplified flow: Teams bot retrieves the email addresses from Acumatica leads. The bot generates an email with the recipients. Outlook opens to send the email. The sent email should reflect back into Acumatica leads as an email activity.

This is a follow up to a previous blog post I made - Here, I added a se​​​​​​t Delivered action to the SO Quick Process that adds it into the middle of the SOShipment workflow. Today, I will go into more detail on how I was able to change the workflow, completely from the Extension Library.The use case is that we want orders to be delivered before they are invoiced. We set them as confirmed when picked, and they may sit and wait for the delivery date, or longer, depending on the local delivery route.  We added an action to ensure that it is delivered before invoicing. This action may be pressed on each shipment directly, or triggered from another screen in our custom delivery application.To accomplish this, we need to override some of the existing workflow, as well as adding a custom event handler.The first step, is adding our Custom event handler to a graph extension on the SOShipment table.  public class SOShipmentExt : PXCacheExtension<PX.Objects.SO.SOShipment> {

We have a customized Sales order Invoice report that contains links to custom tables and subreports, etc.  The report has been used for a few years with no problems and previous to 24R2 upgrade (previously 23R2) a few months back, ran fine from the Process Invoices and Memos → Print Invoice action as well.  However, after the 24R2 upgrade, from the Process Invoices and memos screen, if user selects some number of multiple invoices, it does not print all of them.  In production the user has found that if they select <=5 invoices all will print.  If more than that they often get less invoices.  If I try to print the missing invoices manually - the report runs fine so not a report problem.  I don’t know that 5 is a magic number as in my local test system I got different results but still less were printing than selected.  If I reverted back to simpler/standard report with no subreports it seems to be OK.  But as I said, previous to 24R2 it all worked fine. Anyone encounter anything lik

Hi there,Which Role do I need to grant a user so that they can use the Product Configurator in a Sales Order to configure an item? When they click the Configure button to launch Configuration Entry, they get this “Error: You have insufficient rights to access the object (ConfigurationEntry).” Thank you!Jon 

On our dashboard, we have data that shows production labour vs planned labour and a variance number - however, the number comes out as an absolute number. To solve this, i was wondering if anyone has created a colour coding for a column for those that are over planned and those that are under planned - on the dashboard table.?  

I have a grid that looks like this:When I click + to add a new line item, I want to default the value in the Greater Than field to the Less Than value in the previous line.I can get it to work, but no matter which event handler I use, it only will do the update to the field AFTER I leave the line.Enter 6000 in the less than field Tab out of the line and the 5000 gets populated.I am using the FieldDefaulting handler to get the previous line and update the newvalue for the row being defaulted.NOTE...this code WORKS, but it only fires AFTER you leave the line.  When the current row has a SortOrder of zero, this tells me that this is a new row and to get the previous row. protected void ICSPricingMatrix_FromPrice_FieldDefaulting(PXCache cache, PXFieldDefaultingEventArgs e) { var row = (ICSPricingMatrix)e.Row; if (row == null) return; if (row.SortOrder == 0) { ICSPricingMatrix prevItem = SelectFrom<ICSPricingMatrix> .Where<ICSPricingMatrix.priceClassID.IsEqual<@

Does Acumatica offer geolocation tracking in field service to fill the project automatically based on the location when employees are entering their time or equipment time?

Hello, I am trying to export account details for the whole year 2022 by a specific branch for all accounts. on the Account details inquiry (GL404000) we have to include an account, so I was trying to recreate the screen as a GI where we do not have to include an account. I can get all the information in the GI besides the Beg. Balance and the End. Balance, any suggestions on how to get that information?Data class: GLTranRData field: SignBegBalance Screenshot of Account details screen:Thank you,KT