Discussion Forums

Does anyone have experience accessing the following internal field while importing?CurrentDocument.CuryUnbilledOrderTotalI need access to it because I want to remove a cancelled order line, get the new unbilled $ amount, and then enter that number into the “applied to order”I BELIEVE I can’t simply do math on what I am removing, as there’s an external tax calculation that needs to happen after removing the line and saving the order  

Acumatica markets its software as being sold based on the number of transactions the customer performs. So in theory, it should not care about the hardware specs of an individual client server that is running Private Cloud, as long as they are operating within the limitations of their transaction count (Acumatica will care with regards to servers it hosts on clients’ behalf, because there is a cost impact to Acumatica of provisioning more performant/expensive servers).However, if you look at the help documentation, you get statements like this with regards to Private Cloud subscriptions (https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=54ef574c-0adf-48a0-b5be-d3438a6e5400):When your organization purchases a Private Cloud Subscription (PCS) or Private Cloud Perpetual (PCP) license for Acumatica ERP, your purchase manager selects a License Tier, which limits the parameters that influence system performance. The License Tiers are grouped into the following series:S Series: Inc

I need to press the CAPTURE button on code level.I found its action method is declared in CreatePaymentExt class, so I call it from the extension. I tried to access the method hardcoding the name. SOInvoiceEntry soInvoiceEntry = PXGraph.CreateInstance<SOInvoiceEntry>(); var paymentExt = soInvoiceEntry.GetExtension<CreatePaymentExt>(); paymentExt?.captureDocumentPayment?.Press(); //soInvoiceEntry?.Actions["CaptureDocumentPayment"]?.Press(); As the CAPTURE is a background operation, I added this after Press(), but noting actually happens.  PXLongOperation.WaitCompletion(soInvoiceEntry.UID);I tried also PressImpl(), again no result. I try to run this logic from a Processing screen. Here is its view. The filter DAC has Serializable attribute. [PXFilterable] public PXFilteredProcessingJoin<ARAdjust2, BZWoocommerceOrderFilter, InnerJoin<ARPayment, On<ARAdjust2.adjgDocType, Equal<ARPayment.docType>,

The Additional Sorting condition does not seem to be working.  To explain further, here is the sorting/ grouping done in the report designer. However, when we tried to use the ‘Sales Order.Sched. Shipment’ in the Additional Sort and Filters: Additional Sorting Condition which doesn’t seem to be working. I even tried to output the Sched. Shipment Date in the report itself. I hope you can help Identify what I am doing wrong. I have attached the actual report just in case you may want to take a deep dive on the report. Thank you so much for your time in looking in to this. 

We have several assets with NBV of $0.00 and beyond the end of Useful Life, but the status of the asset is still Active, while the status on the Balance tab shows Fully Depreciated. See below: How do we get the statuses to synch up? This is not the case with all assets with no NBV.Thanks.

Hi, we are in the situation where we often have 1 quoted amount for multiple items. We are not provided per item pricing and some items are not in our inventory.Items are typically shipped over time, so we are receiving incrementally.We have need to track the quantities with descriptions, so we’ve set up non-stock “quoted lot” for items not currently in inventory, and use stock part numbers if existing. These are on the PO at zero cost. We have found that when received, the line items with $0 cost are not flowing into the project cost code transactions. How do we pass this info to the project without requiring a cost to be received on the PO? 

Sales Orders screen has Inventory’s availability calculation on the screen’s bottom part. How can I add that line of On Hand, Available, Available for Shipping and Allocated values on another Acumatica screen where again a Stock Items are visible?  I need to add it on Purchase Orders screen. Would I need to create an extension or only editing the Screen Editor would be enough?

Hi,I have a processing screen that operates on a non persisted DAC that works in all respects except that the select box on the lines throws an error.  I feel like I’m missing something super simple here,When the screen loads it looks like the below:The grid is populated by details Method (rows 24 to 85 below) which makes a single API call on a 3rd party piece of software, The MASCProcessDetail DAC is non persisted, and none of it’s properties are persisted (eg [PXDBInt], [PXDBDecimal],...).  There are 2 key fields CommissionID and Line Number which uniquely identify each record.Everything works fine except that when you tick the select box on any line you get the following. Process All works and the processing form loops through each line and “ticks” the select box on each row. Any ideas on what I’m missing here re the select tick box error? Thanks in advance for any help,John. 

I want to prevent a custom page from loading based on a condition.  For example, I want to put an expiration date on my custom application.  When the application date has expired, I want to prevent the page from being accessed.  I’m trying to roll my own security on my custom app.I found documentation that used this scenario:public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.someFeature>();If I put public static bool IsActive() => false; in my graph, should that prevent the page from loading?  It doesn’t seem to have any effect.If that is not the way to do it, does anyone know how?   

A midsize company we use slack for easy communication and notification.  Has anyone tried to integrate slack with acumatica task for notification? We have not been able to get acumatica task notification working properly, maybe something we don’t have turned on via our settings but I think we would like to move to slack notification.   Thank you in advance for any suggestion, help. Jose 

I’ve been trying to set up a business event to run whenever a new entry is added, but this event never runs. I can get it to trigger with “Trigger with Action”, but by Record Inserted produces no results. 

For the tariffs in Acumatica, we are looking at using a document discount (with the discount % being input as a negative).  We are wanting the sales order line discounts to post to one GL account and the discount used for the tariff to post to different account.  What is the proper way of setting this up in Acumatica?

hello,i’ve created a RD report and i was expecting the tree view to work, however it is not showing up. I found a post mentioning that finance reports are based on the unit set, and non-finance reports use the groups.   i have several groupings in the report, for customer, salesperson and invoice. I have tried different settings with the Navigation depth:  It’s just not popping up...does anyone have any insight into this?  Cheers

I can not get process and process all to show up on this graph:     public class RecycleSeries : PXGraph<RecycleSeries>    {        [PXProcessButton]        public PXProcessing<Series> SeriesRecords;        public PXSelect<            SeriesDetail,            Where<SeriesDetail.seriesID, Equal<Current<Series.bookSeriesID>>>>            SeriesDetailRecords;                public RecycleSeries()        {            SeriesRecords.SetSelected<Series.selected>();             SeriesRecords.SetProcessDelegate(Process);             SeriesRecords.SetProcessAllVisible(true);             SeriesRecords.SetProcessVisible(true);         }Removed Process handler for clarity.Could the aspx be messed up?I have this for the aspx:  <CallbackCommands> <px:PXDSCallbackCommand Visible="True" Name="Process" ></px:PXDSCallbackCommand> <px:PXDSCallbackCommand Visible="True" Name="ProcessAll" ></px:PXDSCallbackCommand></CallbackCo

I am trying to create the move transaction (AM302000) automatically after releasing the material record when the custom button (Create Move Record) is clicked in the materials screen (AM300000).This is the code I have attempted below it is now creating the move transaction successfully for records where Lot/Serial Number and Parent Lot/Serial Number are the same but gives the following error for records where Lot/Serial Number and Parent Lot/Serial Number are different.The transaction cannot be created for Production Order RG PP000504 because the 1H4N7820 lot or serial number has not been preassigned.Example Record to Be Created in Move ScreenRelated Production Ordernamespace PX.Objects.AM { public class MaterialEntry_Extension : PXGraphExtension<PX.Objects.AM.MaterialEntry> {// New action button to create move record after material release public PXAction<AMBatch> CreateMoveRecord; [PXButton(CommitChanges = true)]

i am trying to figure out how to have the pro forma report attached to the email when i am sending the AR Invoice to my client. is there any whay that i could have one big attachment that would inclute the AR invoice, followed by the pro forma, as a detailed reference of the invoice? thanks

Does anyone know if it’s possible to manually trigger a Shipment document to sync to ShipStation? Our client has configured the ShipStation integration to only sync Shipments with certain Ship Via codes to ShipStation. However, sometimes orders are placed and the Shipment document is created with the wrong codes, so they don’t get synced to ShipStation.Is it possible after changing the Ship Via on the Shipment document to trigger the integration to sync the revised Shipment to ShipStation?

Hello, my company recently started with Acumatica, and we are using the time activity and timecard approval workflow in parallel. The idea is that project managers approve all time activities and the employee’s people manager then approves the whole timecard. The problem with the setup that we are experiencing is, that managers already see the timecard in their approval screen before all time activities are approved. They now have to open each timecard to see if all activities are approved. That is causing a lot of frustration as managers with 10+ employees have to open all timecards one by one over and over to see if they can be approved.Has anyone found a way to make timecards only appear in the approval screen once all time activities are approved? 

We are on 23R2.  The Multi Level BOM does not account for UOM conversions in certain columns, such as Purchase Material and Ext Cost.You can see here that the report is taking the Qty 59.9955 x 800.2736 = $48,012.8148 (very close to $48,016.4145 on the report below). If you convert the 59.9955 to the base UOM for RM2010P, you would get 1.0000 EA and the result for ‘Purchase’ (material) on the RM2010P line would be $800.2736 (correct figure) instead of the $48,016.4145 (incorrect figure).   The Ext Cost column is also incorrect due to the lack of UOM conversion also.Has anyone else experienced this issue?  Seems like a development fix is needed, but maybe I’m missing something?  This is the UOM Conversion setup on the RM2010P Stock Item: 

Getting this error while confirming the shipment.FEDEX: PACKAGINGTYPE.MISSING.OR.INVALID Packaging type missing or invalid. This looks like error dude to FedEx configuration.

Hello,I have a customer who is using DRP and Kit Assembly to plan out what needs to be assembled for Sales Orders that drop in each week. One example is the Kit Assembly pictured below:Even though this Kit Assembly has been created, DRP is not considering it in the Inventory Planning calculations. The customer is understandably concerned because they don’t want to create unneeded inventory by creating new Kit Assemblies every day, as Inventory Planning Display is suggesting:The Kit Assembly is On Hold, but that is taken care of in Inventory Planning Preferences:I have exhausted what I suspect could be the issue including the following:Kit Assembly and Distribution Requirements Planning are both enabled on the Enable/Disable Features (CS100000) form The Stock Item has the “Is a kit” box checked The Kit Specification is Active The General tab on the Stock Item has a Planning Method of DRP The Inventory Planning tab on the Stock Item has “Kit Assembly” as the Source The PACKAGING Warehous

Hello all,I have a time activity report with which if I log in as admin I am able to see all the records for a particular project but if I log in as the PM then some of the data is hidden. Are there any suggestions on this that I could apply?Thanks in advance.

I have scenario in my application to call Acumatica endpoints by the client side script(JQUERY) , getting error of CORS policy like ‘origin been blocked by CORS policy: Response to preflight request doesn't pass access control check: Redirect is not allowed for a preflight request’, but I am able to call Acumatica token API, to get access token, I am sharing code below--------------------------------Get access token----------------------------function CallTokenAPI(){      $.ajax({        url : 'https:/{Acumatica Instance}/identity/connect/token',            type : 'POST',                contentType: 'application/x-www-form-urlencoded',                data : {                "grant_type": "password",                "username": "XXXXXXX",                "password": "XXXXXXX",                "scope": "api",                "client_id": "XXXXXX@Company"                "client_secret": "XXXXXXXXXX"        },                        success : function(data){             localStorage.setItem('t

I want to add a button on top header of screen near to “Notes” button like in share image I draw “My Button”, so that this button will be available to all the pages and its click event handle in a graph.  

I need help to add a new column in the AP301000 Transaction Details grid. Column Name: PCV Number