Discussion Forums

Hello everyone,currently, there are only Mrs., Mr., Dr., and Prof.I would like to add additional titles.How can this be changed in the customization ?

Dear Support,I have created custom field usrLookup on Inventoryitem and I want this field to add on column Purchase Order Line.Please advise. Thanks,Idrus

Hello,We are trying to send emails by Office 365 (OAuth 2.0) using modern authentication.The idea is to use one mail sync account (delegated access) in O365 and use the “send as” function for every user email account. This is configured to every user mail account in the MS admin center. In acumatica the system mail asccount is configured as: mailsync@example.onmicrosoft.com\user@example.onmicrosoft.comWe followed the installation guide: https://help-2022r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfabAfter creating an External Application and configured the SM204002 according to installation guideWe can log in to O365 (MFA removed) well - checked We can get new inbound emails (SM204002 Sidepanel) well - checked If we try to send an email - errorThe email cannot be sent because the account you signed in with does not have permission for using the email address specified in the system email account on the System Email Accounts (SM204002) form

Dear ALL,For example, I have the following situation:Step 1: I created a  Attributes as below:AttributeID: FACODE Description: Fixed Asset Code Control Type: Selector Schema Object: PX.Objects.FA.FixedAsset Schema Field: AssetCDStep 2: I created Case Class with name INTERNAL using “FACODE” AttributeID  Step 3: I created Case using “INTERNAL” Class ID. In the ATTRIBUTES TAB > Adding Attribute “Fixed Asset Code” > In the Value => I didn't see the selector ? Please help me How to use Attributes with "Selector" Control Type ? Note: Acumatica Verion: 2020 R1 Regards,NNT     

Just upgraded to 2024R2, i have an employee that just moved to a different county (still in the state) and i changed the zip code to the new address but the employee taxes are not populating with the new county tax code. Any ideas why? Thank you! 

When I import the data, the first row value is inserted into the ARInvoice and Tran tables. other values 2 twos not inserted. but processed status success 

turn off push notifications? but SMS/email event needed.

We have a subreport for an Invoice that is working fine for the most part. The issue is that sometimes we have a duplicate item, qty of 1, that is listed as “Free”, gets a LotSerialNbr of it’s own. When we have this type of scenario, the LotSerialNbr’s from both get printed with each other. I have attached a Word document and the rpx of the subreport. I’m thinking that it has to do with the linenbr(s) from the subreport, but unable to narrow down as to the why. I’ve already tried passing the main report line numbers to the subreport as a parameter, and in that case all of the lotserialnbrs went away, even the one number that is assigned to the item in line 2.

Hello Acumatica Community,I'm working on a custom integration in the Sales Order Entry screen and facing challenges with dynamically updating the values in a custom ComboBox field (usrAISQuoteCategory) within the SOLine table. Specifically, I want the ComboBox to reflect the correct list of values in real-time when the InventoryID field changes. Here's a summary of what I'm trying to achieve:When InventoryID is updated, the ComboBox should fetch and display descriptions from CSAttributeDetail based on the attribute ID "QUOTECTGRY". I'm using the PXStringListAttribute.SetList method within the SOLine_InventoryID_FieldUpdated event handler, but the UI requires a manual refresh to update the ComboBox values. I've attempted using SetValueExt to trigger UI refreshes, but the real-time display update isn't working as expected. Here’s a snippet of my current implementation:using PX.Data;using PX.Objects.SO;using PX.Objects.IN;using PX.SM;using System;using System.Collections;using System.Coll

After upgrade, he following button code attached does not work, namespace PX.Objects.AP{ public class VendorMaint_Extension : PXGraphExtension<VendorMaint> { #region Event Handlers public PXSelect<VendorPaymentMethodDetail> dummy_VendorPaymentMethodDetail; protected void VendorR_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler) { if (InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (VendorR)e.Row; } public PXAction<VendorR> CreateLocation; [PXProcessButton] [PXUIField(DisplayName = "Create Locations")] protected virtual IEnumerable createLocation(PXAdapter adapter) { Vendor vendor = Base.BAccountAccessor.Current; if (vendor != null && vendor.BAccountID > 0L) { // Base.Actions.PressSave(); CR.BAccountExt _acctExt = PXCache<CR.BAcc

Hi , I made an import scenario to override the subaccount of some sales orders. It keep gives me an error preventing the upload. Could you please anyone check and assist me with the upload? I have attached the Import scenario here. Thanks,Dulanjana

 A client wants to print a message on continued pages of a form but not the first page. They want the message to say something along the lines of. For Page 2: This is a continuation from page 1 For Page 2:  This is a continuation from page 2 I can get the group to print on each page but I am struggling to get a calculation of the prior page number in a group that is not the page header. The [PageIndex] is not correct outside of the Page Header & footer sections. I have tried setting a variable in various groups to no avail. Is there a way to accomplish this?Thank you in advance. 

Scenario: Occasionally there are invoices that contain confidential matters e.g. legal invoices. There is  read only security set for department type security roles on the Bills screen so users have visibility to the invoice details.  But this also gives them access to view attachments.Is there a way to keep invoice attachments on AP bills and restrict access to the attachments?

I think I am missing a step?  I am trying to set promotional pricing for specific customer for one product type.  I set up the promotional discount, linked added customer.  I also checked “specific to promotions” in SO preferences.  

Please add the “Department” field to the Dispose Assets window as s column. The Department field is a required field on a fixed asset and it would be very helpful to be able to search and select multiple assets for a mass disposal based on the department.

Is it possible to import multiple Purchase Orders from Excel? Cant seem to find this option. Thanks.

Hello everyone,I'm trying to create a calculated field in the Report Designer, but it's not working as expected.Could someone please help me?What I'm trying to achieve is the following:Depending on the warehouse location (SiteID) and whether the item is accredited (UsrAkkreditiert = True or False), I want to mark the items with different numbers of asterisks (*).Each warehouse has its own rule:For internal warehouses (TESTSHH or TESTSNMS), only non-accredited items should be marked with a single asterisk (*). For external warehouses (EXTERNHH or EXTERNNMS), I want to mark:   Accredited items with two asterisks (**),  Non-accredited items with three asterisks (***). If the conditions don't match any of the above, the field should remain blank.Any ideas why this expression isn’t working, or suggestions on how I can correct it?Here is the expression I'm currently using:=IIf(    [SOLine.SiteID] = 'TESTSHH' Or [SOLine.SiteID] = 'TESTSNMS',        IIf([InventoryItem.UsrAkkreditiert] = Fals

I had a prospect ask this question about percentage complete. Any thoughts anyone if this is achievable? “In one of our recent meetings, we discussed being able to have a “percentage of completion” shown for our projects in the software and you said you would look into it. Is this something that we are going to be able to do? I’m creating processes and accounts in preparation for beginning the software implementation process and I keep coming back to needing some easy way to see percentage of completion. I’ll need it to do the reclasses for WIP materials to COGS to align with where we are in the contract but I’ll also need it to compare our revenue billed with what we’ve completed to make sure we haven’t over/underbilled. When I’m reclassing the WIP materials to COGS at EOM, it will essentially be an estimate. But if there is some sort of field for the PMs to be able to include their estimation of progress, that would greatly help me since I’m not the one out on site.”Thanks for Yall’s

Hi, is it possible to have customer class appended to the end of the search in the selector so the description field has all 3 elements in the Sales Order screen? This is the original attributes of the field in the sales order screen.[PXDefault] [Customer(typeof(Search<BAccountR.bAccountID, Where<True, Equal<True>>>), // TODO: remove fake Where after AC-101187Visibility = PXUIVisibility.SelectorVisible,DescriptionField = typeof(Customer.acctName),Filterable = true)][CustomerOrOrganizationInNoUpdateDocRestrictor][PXRestrictor(typeof(Where<Optional<SOOrder.isTransferOrder>, Equal<True>,Or<Customer.status, IsNull,Or<Customer.status, Equal<CustomerStatus.active>,Or<Customer.status, Equal<CustomerStatus.oneTime>,Or<Customer.status, Equal<CustomerStatus.creditHold>>>>>>),AR.Messages.CustomerIsInStatus,typeof(Customer.status))][PXForeignReference(typeof(Field<SOOrder.customerID>.IsRelatedTo<BAccount.

In the Chart of Accounts, the account does not have a specific currency assigned, but transactions are being posted to it in different currencies. I would like to display these different currencies on the account — is there a solution for that?

I have a generic inquiry “Bills and Adjustments.” I would like to add the GL code that was used during the input of that bill. My end goal is to be able to export the B&A report and sort by vendor and gl code.

Was doing a little cruising and was wondering what the purpose of rental groups were? What is it?What would the benefit be to use it?

Hi All,We have this customer who is requesting to adapt barcode scanning for its warehouse team. What are the configurations and enable/disable features that need to be enabled? The customer is in the manufacturing field and currently using core modules for manufacturing, production, sales, and purchases.With the existing features and modules, is it possible to adapt barcode scanning, or does my customer have to purchase additional modules? Please let me know your valuable ideas.Thank you!

Hello-I am wondering if anyone knows of a way to automate the export of a pivot table?Ideally, I would like an automation schedule to email the pivot table in excel format - but I can settle for any method, such as using export scenarios, etc?Thank you!!

HiI am looking at implementing Project WIP for the first time and would like to draw on the experience of others. This is just using Projects in the Enterprise Edition and not the Construction Edition.I have worked through the allocations process to transfer costs to the WIP account. This looks like it will create a lot of additional transactions - credit every cost and then re-debit it on release of AR Invoice. Is it best to have the allocations created for every transaction or periodically to reduce the transaction volumes (eg on a daily basis)?I don’t see any standard WIP reports in the Project reports. Are there any available to assist with reconciliation of Project WIP to the Balance Sheet accounts?Any other suggestions or advice to have the WIP process flow efficiently and well for users? ThanksKevin Long