Discussion Forums

Whilst the Generic Inquiry definition has a “Show Archived Records” option, this is not as flexible as the “Show Deleted Records” option.With the Show Deleted Records option you can then use a parameter to include/exclude the display of these records.  This was because there was a field on the records that indicates if the record was deleted.  This is useful. With Archived Records, no such field - unless someone can inform me of some magic way of filtering.  A end user cannot be expected to go in and toggle Show Archived Records on and off.   Thus you are left with show only non archived records or show all with no user control when running the GI.  Thus not useful.  For most users they will need to have 2 Generic Inquiries.  One quick GI that does not include Archived Records and another GI that includes Archived records.  Clearly not efficient and confusing for end users.Solution?  Unless someone can inform me of some magic way of filtering which would be the most efficient approach,

We are trying to get the number of days an invoice is outstanding.  I am trying to use  =(([ARInvoice.DRSchedCntr]) - Today()) to get the numbers of days, but I get an error.  What would be a better formula?

I have a situation where kits will be produced in one warehouse then transferred to another warehouse using at transfer sales order.  However, when I plan replenishments and don’t have a replenishment method assigned to the kit items in the production warehouse, I cannot get an amount to process in the prepare replenishment grid.I could set up bogus replenishment parameters, but want to avoid that.  Any help on planning replenishments for kits?  I think maybe there is a gap here. Thanks,Dennis

Hi Community,We have a requirement from a client to display additional file-related details such as File Name, Comment, and Last Modified Date in the Files section on the Acumatica Mobile App. These columns are visible in the web browser under the Files popup, but we’re unsure if it’s feasible to expose them in the mobile interface.As we know, the Files popup area cannot be directly customized. So, before exploring workarounds, I wanted to ask:Is it technically possible to show these specific fields in the Files section of the mobile app? If not directly, is there an alternative approach to display file metadata in the mobile experience?Any guidance or insights would be greatly appreciated!Thanks in advance!

I want two custom fields from Purchase Receipts (PR) to copy their data into two correlated custom fields on Receipts when the PR is released. Both fields on both forms are simple TextEdit fields.I am trying to adapt the pseudocode from this post: This is the error I keep getting: Here is my code so far, my annotations might not be accurate:using System;using System.Collections;using System.Collections.Generic;using System.Linq;using System.Text;using PX.Common;using PX.Data;using PX.Data.BQL.Fluent;using PX.Objects.CM;using PX.Objects.CS;using PX.Objects.GL;using PX.Objects;using PX.Objects.IN;using PX.Objects.PO;namespace PX.Objects{ public class INReceiptEntry_Extension : PXGraphExtension<PX.Objects.IN.INReceiptEntry> { #region Event Handlers public PXSelect<POReceipt, Where<INRegister.docType, Equal<Current<POReceipt.receiptType>>, And<INRegister.refNbr, Equal<Current<POReceipt.inventoryRefNbr>>>>> correlatedReceipt; protec

I get this error when I am trying to add files on customization project and publish it.I am able to run npm run build-dev it gives no error. But if i run just npm run build it gives this error

I’m trying to run a business event with a import scenario, however, when I try to run the following IS, I get the error “Phone 1 cannot be empty.” Any advice to fix this issue?This is the Import ScenarioThe Error 

Would like to create a Customization to populate a Customers Primary Contact in the contact field of the settings tab on an appointment by default. Please help!

A Customer sent a check and we recorded the payment for $200. The check was deposited to the bank and a Bank Deposit in Acumatica which included the $200 check was created. A few days later the bank came back with a correction stating the check was written for $20 not $200. We voided the $200 payment then created a $20 payment and created a corresponding Bank Deposit. Is there a step we are missing? The original deposit with the $200 payment is still equal to the original deposit we created so our bank rec is off by $180. Please help me identify what step is missing

We are running into problems with creating a new task on the Tasks screen under Time & Expenses.From looking at the effective rights of the user in Access rights by user the user shows as having delete permission on the tasks screen. They can get to the screen and even click to add a task when an error message pops up saying ‘You have insufficient rights to access the object (Cst_CRTaskMaint).’How can I determine why this is failing?  Does this depend on the user being granted access to another screen first?  Has anyone else run into this issue?Thanks for any help,Phil

For those of you that use Acumatica Pay, do you automatically charge credit card fees of 3%? If so, what version of Acumatica can you do this with?Admin note (May 18): industry term is a ‘credit card surcharge’

Hi Acumatica Community,I'm working on a Generic Inquiry (GI) to identify instances where employees have no time recorded on a given day within their time cards. This is crucial for us to ensure accurate time tracking and address any missing entries.I'm using the EPTimeCard, EPTimeCardSummary, and EPTimeCardDetails tables, and I'm looking for the best way to achieve the following:Goal: Display employee time card details, specifically highlighting days where no time was entered at all.Challenge: The standard joins between EPTimeCard and EPTimeCardDetails typically show days with entries. I need to effectively identify and display the "gaps."How can I achieve this?

Hi everybody, I’m struggeling a bit with an import scenario. Our partner wants to import customers and customer orders from a third party via a csv.To me, it looks like I need two import scenarios. One for the customer and one for the order as they are on different screens. (It would be great, if everything could be imported at once, though.)I am able to import new customers and save the third party customer number in the field ‘external reference number’ on the customer screen.Now I want to import the Customer Orders and need to match the external reference number (from the third party) with our new customer ID created earlier in the first import.How do I do this? I just can’t get it running.Every help is appreciated.Thanks in advance.

Recently set up a numeric attribute and a combo attribute. My intent was to add these attributes to the Shipment Confirmation Report (SO642000.rpx). After loading the schema and hitting the Refresh All button in the report designer, I found that only the combo attribute had been added to the InventoryItem DAC. That said, I haven’t been able to get the numeric attribute to show up. Does anyone know if numeric attributes show up somewhere else, or am I just missing something? 

Hello everyone,I have created a custom field called "Grundton" in the data class InventoryItem and would like it to be displayed in the Smart Panel (Inventory Lookup) on the quote screen so that I can filter by it.I would really appreciate it if someone could explain the steps to set this up.    

Hi Acumatica,May I link a document and line notes in a generic inquiry?Thanks!

Sometimes, a dollar figure such as $123.45 included in line description might be split into two lines after the “.”, i.e.The first line looks like: some description $123.The second line looks like: 45 more descriptionSetting the option CanSplit to False partially solves it but introduces another similar issue that a dollar figure such as $1,234.56 might be split into two lines after the comma, i.e.The first line looks like: some description $1,The second line looks like: 234.56 more descriptionIs there anyway to always keep the dollar figure together in one line?

Edit Branch in Bills and Adjustment.  How can I edit the option for branch in Bills and Adjustment? 

Does anyone have experience with Markets Pro in Shopify?   It is supposed to allow us to bring in sales from other countries (CAD for example), however it looks like it brings it in with the Currency of the foreign country, and fails for us because we do not have MultiCurrency enabled. I was hoping it would perform the conversion of the currency and import as USD.    It seems the JSON file contains the USD amount and the conversion: Are we supposed to MAP this in the connector?!Cheers,k2

Created Service contract in 2022R1 with newer Billing Type of Beginning - Period Plus and created annual billing for monthly scheduled service.The service line on the scheduled service is not showing ‘in contract’ as expected and the appointment billing will bill the service when expected to be covered by contract.Am I doing something wrong or is this a bug? 

We want to be able to use Projects to document activities for Research and Development (R&D) tax credits.  I expect that the labor expenses will be the largest component of the R&D credit, with materials and prototyping materials the next largest component.   With the R&D Tax credit Solid documentation is required, but we need to be able to keep it simple as well for the engineers. Need to keep the tasks down to a minimum otherwise the engineers will not properly record their time.  Has anyone setup an internal R&D Project using the projects module?  Are there any tips to share, especially when generating the cost for auditors.

I have successfully set up a field on the Customers Default Address to flag if the address is verified.  On the Customers screen adding a FieldUpdated event for AddressLine1 allowed me to reset this flag if the field was edited.This is the code:protected void Address_AddressLine1_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler){ if(InvokeBaseHandler != null)  InvokeBaseHandler(cache, e);  var row = (Address)e.Row;        if (row == null) return;  var addrExt = PXCache<Address>.GetExtension<AddressExt>(row);  if (addrExt?.UsrAIAddressVerified == true)  {  cache.SetValueExt<AddressExt.usrAIAddressVerified>(row, false);  }}This works great on the Customers screen. If I edit Address Line 1 and tab away it resets the flag. I want to reproduce the same thing on the Shipping Address on the Sales Order Screen.I added the following:protected void SOShippingAddress_AddressLine1_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, P

Hi everyone,I'm trying to create an export scenario on the Customer Payments screen (AR302000), and I’d like to filter the exported records based on the LastModifiedDateTime field.Since this field is not active by default, I made it available using a customization project. Now, the field is visible and selectable in the Source Field of the export scenario.However, I’m facing an issue:Even though I can select LastModifiedDateTime as a source field, I cannot select values for Value 1 or Value 2 in the filter condition – those inputs are disabled, making it impossible to define a date range or comparison.What I observed: Built-in date fields (like DocDate) work fine and allow date inputs. These native fields are of type datetime2, whereas LastModifiedDateTime appears to be of type datetime.

I’ve found several entries here for this, but haven’t found a solution yet.Requirement:Enter Start and End Period (can be anything up to 12 periods and can cross fiscal years/calendars) The data in each period’s column display just the turnover for that period (not the ending balance at that period)I have found good formulas to suppress printing periods not in the parameter selection. However, I cannot figure out how to get just the turnover for that period when I use a start and ending period in the parameter. Thank you in advance!

Hello, Trying to have the report printed with alternate color for line items to make it easier for user to read the printed report. picking list report for instance.  Thanks!