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Hi fellow developers.  I’ve been doing Acumatica dev since 2019.  I am a “lone ranger”, which means I don’t have fellow associates to run things by when I don’t know the best way (or any way) to do a particular “thing”.  Thank God for this forum.  I’d have quit a long time ago without it.  However, I just finished a project that involved working with Attributes on the Projects screen.  I have custom fields on the screen that are Key Performance Indicators and they are calculations based on 3 sources: one of my own custom fields on the PMProject DAC, a field in the Summary tab (PMProjectRevenueTotal DAC), and Attributes in the Attributes tab.For this one, I have to wait until ALL data has been loaded into the Views.  Due to the really unusual way that Attributes are loaded, I cannot use the “appropriate” events to trigger my calculations.  Based on my skill set, I can find only one way to do it and it is primarily done in the RowSelected handler, not for the primary DAC

Can we group in report designer using the Ref Number (custom column) as BOQ1 Prelim as total of 9 (order qty) and BOQ2-MAIN BUILDING as 4 ? 

Hello, I am looking to update my pervious import scenario to mass update wingman in the employee table. Does anyone know what the Char(1) are for the delegation of table? the two available choices are:Thank you,Kage

We have a situation where we want to make sure we understand our actual margins at a project level. We currently use Acumatica Projects. We have non-stock kits that might be like below. NonStock Example SKU #1 is called “DISTRIBUTED TV”This Non-Stock SKU is comprised of the following.A TV that is a stock item $300 A HDMI chord that is a stock item $40 A Wall-Bracket that is a non-stock item. $60When we Quick Process our Appointment and ship the sales order… The project only shows the cost for items 1 & 2, those post to the GL and adjust inventory. For item 3, we want the $60 to post to the project cost Actual but not post to the GL. We don’t want it to post to the GL because we already purchased this item and expensed it on the income statement. However, project to project, we want the costs to be considered so we know the actual profitability on the project.

Hi, I am trying to add a new status called “voided” in the cash sales screen. Right now when I click on the Reverse button, it takes me to the ‘closed’ status. But if I reverse it, I would like it to show ‘voided.’ I did what this community post said but had no luck: Add new status value to Service Contracts | CommunityI am currently modifying a copy of the Default workflow in customization for this screen and this is what I have:   Can someone help me understand what I am missing please? Thanks!

We have an invoice from 2022 with a small negative balance that we would simply like to do away with in any manner possible. Since it is from 2022, write offs, credit memos have not worked. Now just looking for suggestions on how to just get rid of it, if possible. Thanks!   

Good day everyone,ShopifyxAcumatica connector only allows mapping of Company to only fields Name or Notes. Now, I am encountering issue with syncing using Attribute to the Notes field. It always provide an empty value.I mapped the attribute with Customer entity to a Shopify Customer tag - it worked, has value.I mapped another field in Company entity to a Shopify Company Notes - it worked, has value.But when I mapped the same attribute with Company entity to a Shopify Company Notes - it is empty. Does anyone encounter the same? I am using 23 R2 - Build 23.209.0023 

​@Dmitrii Naumov - can you send this to whomever needs to see it?I was looking at the SOAddress table and noticed the field length on the PostalCode field.  Might be excessive. Edit: There’s probably a good reason for this. SOAddress’ fields are all 2500 nvarchars.

To put in a reimbursement for a salaried employee, we added an earning code for reimbursements and then we added it to their time in the payroll batches window.  It does not like adding the reimbursement and is reducing the employees compensation.  What I mean by that is:  If an employee gross payroll is $2000.00 per week, it is not letting us go over that amount.  If we add a reimbursement for $100, it is reducing the employee’s gross pay to $1900 so that the total gross remains $2000.00. I’m sure it’s just a simple setting.  Can someone help with this? 

Hi CommunityI would like to see the records belongs to owner of the account. Should not able to provide access to see other Business account or Leads owned by others.I am able to create a Gi and filter by Owner - Michael, able to get the records owned by him but when I search the other business account in the document form User can able to see other Business account owned by others.Do we have any option to restrict user to see only his accounts,customer or leads.

We have a Call Sales Report where the address of the customer needs to be on the top showing Address information such as Address1, 2, City, State, PostalCode. I am joining the BAccount with the Address using DefAddressID from the BAccount and AddressID from the Address in the report. I have tried using an Inner, Left, and Right JOIN and keep coming up with “Open server settings” error when using the Address with the BAccount.Error:I know that the first image shows the left join, but I have tried the other ones with the same results. The ultimate goal is to just the the address data for each customer that has been visited or called.

Hi all , How can we add Branch ID column to the Grid on Approve Bills for Payment ? 

We have several items where we stock in 2 or 3 Box Qty Sizes.For example item 1. is available in Box10 and Box18.We have three thousand product lines so don’t really want to add in new descriptions.How can I manage the sales team to sell the two sizes so we clear the suppliers stock.And secondly but related, one warehouse we don’t want to break Pack Sizes but sell in full pallets or Large case sizes of Case1000. How do we (Against the same stock item) manage the sales team that if they select that warehouse to ship from that it is only available in the 1 bulk Case Size.?

Hi ,I got the desired results by adding variable in detailSection for displaying sum in Pagefooter. However, I added the variable in Pagefooter and placed the variable in Report Footer I am not getting the value. Am I doing anything wrong here. My variable has the properties as Value Expr : Revenue amount + $SumRev  and Rest Expr :InvItem.Item Class Description. Can you please help me understand where I am going wrong?I tried it through sub report still not retrieving the item and its total.In the detail section it is as below:Item          Desc           AmtI1             InvItem1    10000.00I2             InvItem1    10000.00I3             InvItem1      $999.00I4             InvItem2    $10,000.00Further, I need to display in the Report section as:InvItem1    $20,999.00 ($RevenueAmt).  InvItem2    $10,000.00Total:         $30,9999.00. How to achieve this?

I have set up bank rules for a range of different transactions. When processing these transactions, I always get a 1 cent variance due to the tax calculation. Is there a way to automatically apply a rounding account? 

Hello, is there anyone here who enabled there External File Storage in Acumatica SaaS?

On the Projects screen, I want to do some work when the Contract Total changes.In the project editor, I generated the extension for the FieldUpdated event on this field.  This is the signature that was created.   protected void PMProject_ProjectRevenueTotals.CuryAmount_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) I moved this code from the project editor to my VS project.  I got compiler errors.  I changed the signature to:        protected void PMProject_ProjectRevenueTotals_CuryAmount_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) It compiles and I get no errors on the screen.However, when click Include CO, the value in the field chang

Just a quick question asking about the best way to process a failed vendor payment from the bank when matching payments.We have voided the failed payments as we were shown but need to know do we still remove that payment from the payment batch so it can be reconciled?  And, then what do we do with the new receipt from the bank that is the return of the failed payment?  Do we just create a transaction in the matching payments screen and then journal that back to the bank when done to make sure the balances match?

Hi,In shipments screen Details Grid, I added Upload button and trying to update Existing data through Excel, It updating for only first line. Not updating for remaining lines.Below is the Code I gaveIn Aspx: AllowUpload=true for details gridIn Graph Extension:[PXImport(typeof(SOShipLine))]        [PXViewName(Messages.SOShipLine)]       public PXSelect<SOShipLine, Where<SOShipLine.shipmentNbr, Equal<Current<SOShipment.shipmentNbr>>>, OrderBy<Asc<SOShipLine.shipmentNbr, Asc<SOShipLine.sortOrder>>>> Transactions;Can anyone suggest on this to update all lines in grid.         

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share What you may have missed in the Acumatica Community! November, 2024With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.  Andre St. Amour - Acumatica Community Featured Member for December 2024Meet Andre St. Amour our

I had an employee leave the company who had several hundred open tasks assigned to them as the owner. This is the first time I have had to deal with this since we are relatively new to Acumatica so I was thinking there was already a system tool to do that. I didn’t find one and I was told that Assignment maps might be the way to go but I didn’t see where I could do an assignment map for task ownership. That leaves me with an import scenario.I have created the following import scenario.  Every time I try to run the import scenario I get an error that says “Error: “’Summary’ cannot be empty.”Not sure what I am doing wrong, I am just trying to change the ownership of an existing open task to a different owner. Any help on this would be greatly appreciated.I used another post in the community to try and

I want to add a 'Project' filter to the Calendar Board screen (FS300300), as shown in the image. I’ve searched and only found information on modifying the Service Orders bar, but I haven’t found anything related to the Dashboard in my case. 

Is anyone having success exporting sales orders and/or invoices to Shopify? We can export Acumatica sales orders to Shopify, but the problem is that it creates a new Shopify order for processing. Our goal is to give customers visibility to their Acumatica sales orders and invoices in their Shopify account.  

When we apply invoices to Prepayments, we expect that the cash account would be debited, and our suspense account would be credited.  We are new to Acumatica and all of our knowledge on what should happen is based on the system we are moving from soon.  Any feedback would be greatly appreciated. 

Hey guys, this is my first time playing around with views for a generic inquiry we will be requiring for a new legislation coming in.I have used the view in a GI and it has given me the error: ‘Error: An error occurred during processing of the field Base Item Weight: Specified cast is not valid.’.This is my view:CREATE VIEW CBAMCalculator ASSELECT Inv.CompanyID, TranLine.DocType, TranLine.BatNbr, Inv.InventoryID, Orders.OrderNbr, Line.LineNbr, Inv. BaseItemWeight FROM [InventoryItem] AS InvINNER JOIN [AMMTran] AS TranLine ON Inv.[InventoryID] = TranLine.[InventoryID]INNER JOIN [AMBatch] AS Batch ON TranLine.[DocType] = Batch.[DocType] AND TranLine.[BatNbr] = Batch.[BatNbr]INNER JOIN [SOLine] AS Line ON TranLine.[OrderType] = Line.[AMOrderType] AND TranLine.[ProdOrdID] = Line.[AMProdOrdID]INNER JOIN [SOOrder] AS Orders ON Line.[OrderType] = Or