Discussion Forums

Hello - Any idea on how to handle aggregating information/notes from techs across multiple appointments?  We have situations where one tech may go the first day on one appointment and then two days later a different tech would go on a different appointment (to the same place) and needs to be able to see the notes/information that the first tech did?

I followed the instructions from this Acumatica help page: Access to Budget Nodes: Implementation Activity A client of ours uses their subaccounts for their departments and I’ve configured a budget node for each subaccount. Each node contains leaves for each Account-Subaccount combination they budget for. I then created a restriction group (Group Type A) for each subaccount and added the respective budget node to each restriction group. I then added the 2 users for the 1000 subaccount/budget node to the restriction group. When I sign in as other users, I’m still able to view the 1000 subaccount/budget node and edit it. It was my understanding that adding users on the GL Budget Access screen would make it so that only those users would be able to view that budget node. Do some roles override restriction groups? I don’t understand what’s going wrong, any help would be greatly appreciated!

Hi, a client is running 23.210.0017 and is having a strange behavior in PO entry: The default project (X) disappears from the field when a GL account associated with an Account Group is entered in the Account field. In production, when the project is put in again, the subaccount field empties and has to be reentered to get all three to be complete. If a valid project is entered, no issue. If a GL account unassociated with an account group is entered, no issue.I ran it in a local instance with no customizations published and the only change was the subaccount didn’t disappear.We tested it in an more recent instance with sales demo data and it didn’t occur. I don’t know if it’s a config issue, or a glitch?

We do a lot of service work where an appointment might branch more than one day and warrant a return visit.  In addition to that, it might not always be the same technician returning to complete the work so we need the notes/documents to roll forward.What is the best way to schedule a service order for multiple days?  Consecutive days and nonconsecutive? And what is the best way to get all the notes to aggregate so a tech can see what all was done before him?  

I created some new fields on the Price/Cost tab of the Stock Item screen:UsrWhlPriceUsrWhlPriceChangeDateUsrPrevWhlPriceUsrPrevWhlPriceChangeDate The intention is that the first will store the wholesale price for an item and the second records any time the wholesale price is changed.The UsrPrev… fields will be updated when the wholesale price changes. I added them and all appeared to be fine.  I tested and they recorded the information I needed and I used them in an import scenario to import the wholesale prices.I am using the code below to monitor for a change to the price and update the fields. protected void InventoryItemCurySettings_UsrWHLPrice_FieldVerifying(PXCache cache, PXFieldVerifyingEventArgs e, PXFieldVerifying InvokeBaseHandler) { if(InvokeBaseHandler != null) InvokeBaseHandler(cache, e); var row = (InventoryItemCurySettings)e.Row; if (row== null) return; try { InventoryItemCurySettingsExt inventoryItemCurySettingsExt = PX

Hello,I am working on my first sales tax report and i can’t get the report the way I need it. We are on 2022R2 with fast track implementation.We are setup to have zones that pay multiple rates.  Base MN 6.875 plus county of .25%.  On the report the tax amount due is correct, but the taxable amount is doubled up and broke into multiple groups..  I need to report the taxable amount for each group.  8k to state @6.87% and 8k@.25% to the counties. and the state website calculates the tax amount due (which it should match) I have tried multiple settings and groups, but can’t get the settings quite right.  Thanks,Jeremy

I am trying to create a report on sew tag, which requires page break. However, on inspection, there is no page break feature available in my Acumatica Report Designer. Is this a system glitch or is the feature available and I can configure it. And if rightfully so, please guide me on how to do the same.Thank you

Hi Guys,I am trying to hide specific grid columns on the My Cart (SP700001) screen for portal users. To achieve this, I attempted to implement the logic within a graph extension for InventoryCardMaint.However, after adding the graph extension under the Code section of the Customization Project Editor and publishing with the default generated code, I encountered a compilation error. I’ve included the error details below for reference.Could someone please advise on the correct approach to handle this?This is on my local portal instance running version 2023.118.500.8456.Graph Extension code:using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using SP.Objects.IN;namespace SP.Objects.IN { public class InventoryCardMaint_Extension : PXGraphExtension<SP.Objects.IN.InventoryCardMaint> { #region Event Handlers #endregion }}Error:[2025-05-29 02:38:28.829] Compiled projects: MyCart[2025-05-29 02:38:28.829] Validation started.[2025-05-29 02:38:28.832] Copying the website C:\MYOB Advan

Hi,I am trying to handle null values in GI and giving this formula=IIf(  IsNull([DemandSalesW1.ARTran_Formula13bfa5591de24380bcd5cdb1f24fe59a]) Or   [DemandSalesW1.ARTran_Formula13bfa5591de24380bcd5cdb1f24fe59a] >= [DemandSalesW2.ARTran_Formulaa0b3cfd923094f969a59fb9fa0093818] And   [DemandSalesW1.ARTran_Formula13bfa5591de24380bcd5cdb1f24fe59a] >= [DemandSalesW3.ARTran_Formula07567adb968540ba95a4e8dd42fa0655],  [DemandSalesW1.ARTran_Formula13bfa5591de24380bcd5cdb1f24fe59a],  IIf(    IsNull([DemandSalesW2.ARTran_Formulaa0b3cfd923094f969a59fb9fa0093818]) Or     [DemandSalesW2.ARTran_Formulaa0b3cfd923094f969a59fb9fa0093818] >= [DemandSalesW3.ARTran_Formula07567adb968540ba95a4e8dd42fa0655],    [DemandSalesW2.ARTran_Formulaa0b3cfd923094f969a59fb9fa0093818],    [DemandSalesW3.ARTran_Formula07567adb968540ba95a4e8dd42fa0655]  ))This the GI is raising an error “Index was outside the bounds of the array”.Can any one guide me whats wrong in the formula. I am trying to achive max values o

How do I modify any fieldset defined already in extension like hereI try to reference any id in my custom file it always gives me this error“screen HTML doesn't contain any elements that satisfies such querySelector”

We already know that the view/edit comment on the appointment list summary screen in the mobile app is tied to the other tab in acumatica.  Is there a way to make that field read only on the app?

I am having an issue adding more than ten credit cards to a customer’s profile. I found a previous thread that was solved by updating the maximum credit cards per profile, however, it didn’t work for me. Even when there’s expired credit cards that are marked inactive it seems to still be counted towards the credit card profile count.Can someone please help me solve this?

Hi Everyone,I’d like to add Customer Name on Inventory Transaction History.Please help. Thanks, Idrus.

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.