Discussion Forums

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

How to deploy the local instance in which i have created the generic Inquiry so that can access it globally 

I’m creating a vendor compliance workflow based on the Vendors (AP303000). However, I’m stuck with adding a conditional field (IsExpired) that’s related to the compliance documents on the Compliance tab of the Vendors screen. Please see the screenshots below..I need to add the ‘IsExpired’ field (found on the vendors screen - compliance tab) to the list of fields displayed. The yellow highlighted field (Expired) on the Compliance tab of the Vendors screen is what I need my condition to be based on. Please help to provide the steps needed to achieve this requirement.Thanks! 

We’re getting this error when clicking on the shipments tab of SOOrderEntry. This is an upgraded system, coming from 24R2, upgrading to 25.101.0153.Through the project editor we have added a state to SOShipment. We have a workflow that takes the new state into account. It’s been working in 24R2 from the beginning.Edit: In 24R2, the shipments tab does not display the correct status value, it’s showing the database value, not the text for that value:When I check the trace, the last line is: at PX.Objects.SO.GraphExtensions.SOOrderEntryExt.Status.GetValue(SOOrderShipment row)This error only appears if the order has shipments that have a Status value equal to the new status that we added.If I put the shipment on hold/off hold to change the status to Open, I can view the shipment on the Sales Order Entry’s shipments tab.I have unpublished all customizations and the error persists. This suggests to me that the issue is within the workflow somewhere but I have no way to debug it (that I know

hi! i am trying to create a business event to automatically create the receipt once the 2 step transfer is complete. i got the business event to create the receipt transaction but the transfer number isn’t populating so the details aren’t coming in.  is there something that i’m missing in my import scenario?this is what the receipt transaction ends up looking like: here are the results from the generic inquiry i am using in the business event: i have track all fields selected i appreciate your help!

Hi team, Is it possible to customize file dialog to add new column.  Thanks,Arun.

I am trying to alter a field on the payslip in the Report designer.  Does anyone know the report name/code? Usually we can go to the report then click on tools and it shows, however when clicking on the payslip it just auto downloads.

Hi guys. I am working on a report design in acumatica report designer.If a field is empty, how do i ensure that the white space left open is eliminated so that whatever should have come after that field, appears in the place of that specific field?

Hi,I need to develop new screen same as the existing standard sales order form.I’m checking the training videos and references in the acumatica openuni.But,I have some kind of problems when checking the videos.What is the best method to develop the project. ? Download and install acumatica ERP and develop project using visual builder and then deploy the project. My client already have an acumatica ERP hosted in cloud, Can I develop new screen using Customization Project Editor?I’m waiting for your answers.Thank you

Hi, can anyone help me ? $SubDPP=Format('{0:N2}',Round( Round([ARTran.CuryUnitPrice], 2)/1.11, 2 ))$SubTotalDPP = CDec( $SubDPP ) * [ARTran.Qty]I created a $SubTotalDPP variable in detailSection1, and I want to sum the variables in groupFooterSection1 =Sum( $SubTotalDPP ). and then when I run the report it always gives an invalid error Invalid field name $SubTotalDPP has been specified.   

We would like to add an additional Toolbar option “Printing and Emailing” to Screen ID PO302000.Created a new Customization and can see “Printing and Emailing” in the Form-Specific tree.How can I add another action here to point to and print a different report? 

Hello,I am building a GI screen specifically meant for our merchandising team to be able to review matrix/stock items of a certain status, to see if the item status needs updating. The main intent would be for archiving/deactivating products or otherwise moving them out of active status if they meet the criteria. The struggle I’m having is looking for a filter solution around attributes, since we only retire, reorder, etc full color or design lines as a group. The use case example would be:On a t-shirt product, which has “color” and “size” attributes– when all of the matrix SKUs of the same color under the same template id have sold out, that color line should be reviewed to see if that color specifically should be archived, reordered, not reordered, etc. (So if t-shirt BLUE size small is sold out, but t-shirt BLUE size large still has a lot of inventory, we don’t want the BLUE matrix/stock items to show up in the review. Only when the whole color line is sold out.) I am puzzled how to

I'm trying to target open AP invoices in a Generic Inquiry, but no matter what I try, the formula always defaults to the else condition. =IIF([APInvoice.Status] = 'Open', 0, 1) =IIF([APInvoice.Status] = 'O', 0, 1) =IIF([APInvoice.Status] = 'o', 0, 1) =IIF([APInvoice.Status] = 1, 0, 1)   =IIF([APRegister.Status] = 'Open', 0, 1) =IIF([APRegister.Status] = 'O', 0, 1) =IIF([APRegister.Status] = 'o', 0, 1) =IIF([APRegister.Status] = 1, 0, 1)I’ve also confirmed that my conditions are limited to open and closed invoices, yet the formula always returns the result for the else part.Any insight on how the status field is actually stored or how to get this to work would be appreciated Thanks!

Customer has defined their Easy Post carrier Shipper From address to be their warehouse.The From company name at the top left of the carrier label is then pulled from the Account name in the Warehouse record Our customer has asked that this From address show a different company name on certain orders where they are drop shipping for Home DepotIs there a solution for this ? 

I have a requirement to add an “Item Condition” field to the INItemLotSerial record. We need this because we offer Rent-To-Own contracts on our portable buildings. When the customer returns a building rather than completing the contract to ownership, we create a return order to ship it back and receive it back into our inventory as a “Used” building. Since all buildings are manufactured by us, all new records should have the “New” condition. I’ve added the below field to a DAC extension of INItemLotSerial, using the PXDefault attribute to set the value to “New” for new lot serial records. The SWItemCondition.List attribute is a custom string list attribute to provide options for “New” and “Used” conditions. Now; this value is only changed to used when a return shipment is completed for this item. I update it using the following code.  This “SetItemCondition()” method is called in an override of the “SOShipmentEntry.updateIN()” method, for return shipments only. This all works, and if I

Client has a utility vendor with the pay separately box checked.  When the client goes to select the AP bills for payment, they show with the pay separately box unchecked and all the AP bills come out on one AP check.  They have a workaround to check the boxes, but would like to have the functionality work for this.  I have attached an example.This has been happening with several of their vendors.  I do not see this as a known issue for 2024 R1.Does anyone know why this would be occurring?Thank you!

Is there any documentation on how to setup the dev environment for the Modern UI?The only thing I can find is the PDF of the slides from Andrew Bulanov’s DevCon 2023 presentation.- Install Node.js of the version 16.14 or higher- Open a command prompt window, change the directory to FrontendSources folder of the site- Execute npm run getmodules- Execute npm run build-devI installed the latest version of Node.js from the Node.js web site.I executed the getmodules command.I also ran this command to make sure typescript was installed: npm install -g typescriptWhen I run the last command I get a lot of errors.  Maybe these can be ignored?Using Node and Typescript is new to me and I was hoping there was a cheat sheet from Acumatica on how to get started.