Discussion Forums

We are planning to introduce a custom frame order for our Online store on Shopify. The customers will pick the pre-configured sizes for their custom orders. Right now, our staff will create a custom Sales Order in Acumatica then create a Production Order. Wondering if it's possible for the custom orders to be auto create as Production Orders once they have synced to Acumatica? 

A custom field was added to AMProdItem and am trying to update via import scenario, but I only see a handful of field on the table. Is my syntax wrong or does it need to be exposed via another method? 

Does Acumatica or any partner have documented best practices for managing the publishing of customizations that can be shared with me?  I am looking for a customer facing document to explain the need for discipline and coordination where customizations are created by multiple sources. Edit, I did find this blog post https://www.augforums.com/publishing-an-acumatica-customization-project/.  However, may main point is that I need to reinforce rule #2.

Today all our PUT requests regarding Appointments seem to have stopped working via the REST API.  We’re using a custom endpoint.  Has anybody seen an error like this before?  We are a bit stuck, as all the endpoints were previously working."message": "An error has occurred.","exceptionMessage": "Sequence contains more than one matching element","exceptionType": "System.InvalidOperationException","stackTrace": at System.Linq.Enumerable.SingleOrDefault[TSource](IEnumerable`1 source, Func`2 predicate)at PX.Api.ContractBased.EntityExportContextBuilder.GetDescriptorKeys(EntityImpl entity, String baseMappingKey, Boolean includeNulls) in C:\\build\\code_repo\\NetTools\\PX.Api.ContractBased\\EntityExportContextBuilder.cs:line 2064at PX.Api.ContractBased.EntityExportContextBuilder.TryDetermineDescriptorFromValues(EntityImpl entity, String baseMappingKey, EntityDescriptor& entityDescriptor, Boolean includeNulls) in C:\\build\\code_repo\\NetTools\\PX.Api.ContractBased\\EntityExportContextBuil

I have a custom field UsrLotNumber in the POLine table.  I want to update that field to the PO Number.  Please don’t ask why the customer wants to do this…The issue is that the PO Number is “<NEW>” until after you save the PO.I put code in the RowPersisting handler of the POLine table.However, the OrderNbr field is “<NEW>” at this point.  I tried putting the code in the POOrder rowpersisting, but it still doesn’t save to the DB.This is my POOrderRowPersisting code.  It shows the value in the grid after saving, but no update to the DB.protected void POOrder_RowPersisting(PXCache cache, PXRowPersistingEventArgs e){ var row = (POOrder)e.Row; foreach (POLine line in Base.Transactions.Select()) { BSPOLineExt ext = line.GetExtension<BSPOLineExt>(); if (ext == null) return; InventoryItem inventory = SelectFrom<InventoryItem>.Where<InventoryItem.inventoryID.IsEqual<@P.AsInt>>.View.Select(Base, line.InventoryID); if (inventory == null) return; INLotSerCl

Hi We would like to know how to business manages with Blank PO,  Essentially we would like to have a lean process of which everyone goes througe a request process, and then it is the purchasing department that manages the rest. In certain cases, there are blank PO that are arranged with certain supplyers. What i would like to know is from the request, is there a way to link that request line to a blank PO Line, to it would deduct the total quantityfrom the blank PO. The inly way i have found for now is that from the request, i would have a quantity with a price of 1$. We thansform the request to a purchase requsition, and then a purchase order. From that order, we put the item price at 0 so there is no cost involved in that line transaction, and then in the same PO, in add the blank PO Line, and input the same quantity as the Request line, but at a 1$ unit price. This gives me the final amount identical from the request, and the “infant” PO is still attached to the request (so i have a

Hello! We have created few customers, and we have created transactions against these customers as well. But now we are required to establish these customer IDs as companies. We want to have the same ID for both Customer, Company and in created transactions. Is there any way of doing this? Best Regards Amanda

Hi everyone,I'm working on a customer invoice import scenario, and I’d like to know if it’s possible to use the "InvoiceNbr" field as a unique key to identify invoices.At the same time, I would like to keep the automatic numbering for the RefNbr field, and use InvoiceNbr to detect duplicates too.Ideally, if an invoice with the same InvoiceNbr already exists in the system, the import scenario should raise an error and prevent the duplicate from being imported.how can it be configured?

RS201000.ts codes:import {    PXScreen, graphInfo, createCollection,    PXView,PXFieldState,    gridConfig,PXFieldOptions,GridPreset } from "client-controls"; @gridConfig({    preset:GridPreset.Primary})export class RSSVRepairService extends PXView{    ServiceCD : PXFieldState;    Description : PXFieldState;    Active : PXFieldState;    WalkInService : PXFieldState<PXFieldOptions.CommitChanges>;    Prepayment : PXFieldState;    PreliminaryCheck : PXFieldState<PXFieldOptions.CommitChanges>;} @graphInfo({    graphType:"PhoneRepairShop.RSSVRepairServiceMaint",    primaryView:"RepairService",    hideFilesIndicator:true,    hideNotesIndicator:true})export class RS201000 extends PXScreen{    RepairService=createCollection(RSSVRepairService)}RS201000.html Codes:<template>    <qp-grid id="grid-RepairService" view-bind="RepairService"></qp-grid></template>

Hi everyoneWe have an issue with reversing migrated fixed assets in bulk. hoping that someone could offer some ides. We have over 100 fixed assets migrated that need to be reversed. The issue is that these assets contains fixed asset transactions that had both no GL batch (from migration - purchase+ and depreciation +) and GL batch (depreciation + after migration).If we reverse this fixed asset with GL turned on, it will also create GL transactions reversing purchase and depreciation from migration. solution 1) Reverse with GL turned on, find a way to journal back the purchase transactions that should not have GL batch.  Issue: unable to identify reversal transitions against original. system does not create a reference. solution 2) reverse with GL turned on. when fixed asset is migrated again correctly, leave GL on. system will create purchase transaction with GL to make up for the asset account balance. issue: will not be able to migrate “depreciation to period” and “accumulated depre

I am no sure what I am missing in configuration but I cannot select a project on an expense receipt or claim. I can see the project field but only default X is listed. Furthermore, the project task field does not display. I have configured a corporate credit card and non project related expenses are working as expected. Any ideas as to what I am missing?

Is there a report to use to pull vendors not used within a date range?

Hello all,I have been wondering if its possible to enable UDF for the Stock/Non-Stock Items screen. If not then how can we get this. We are not looking to make use of Attributes tab & apart from customization what are the other options? Thanks in advance.

Hi all,Is there a low code way to restrict the visibility of cases based on certain criteria?Our quality cases usually come in two varieties: application (ie, the customer didn’t apply the graphic properly) and other reasons (these are internal production issues on our end).We want our Sales team to be able to address the Application issues, as they know how to walk the customer through the process of application.For the rest of the cases, they are not relevant to our Sales team.Can I low code something like “if Workgroup = Sales, then restrict visibility to UNASSIGNED or APPLICATION”?Can I do this low code? Customization? Row level security? Something else?  

Do we have an import scenario for customer restriction group? How to setup customer restriction group manually?

how do i get the “Download Outlook Add-in Manifest”its not displaying in my profile page. 

Good day,I want to change ID on some of inventory items.  Questions:  Does this change id update all completed production orders, and sales orders?  It does work on Open Sales Orders, BOM and Production Orders that are in planning.Thank you.Evan 

Hi,Is there any possibility to reserve a sales order though the quantities in the line levels are not shipped fully?

I am writing an iterface to pull open operations from Acumatica but I am finding that the planned setup time and planned run time doesn’t appear to be in the operation records.  Where would I find these?

Can someone explain to me the capabilities of the Acumatica - SendGrid Integration. I do not see much literature on the integration since 2022.  Does this integration work successfully on a consistent basis? What can it do vs what can it not do via its integration?  I am a new client of Acumatica, and we are looking to do our email marketing directly out of Acumatica and then pull the information into campaigns. We need the ability to mitigate risk against being blacklisted after sending out an eblast, can it unsubscribe users from a list, does it allow the use of templates inside Acumatica, do the analytics only live in SendGrid? Any and all information on this integration would be very helpful. Also, if there is a better integration to look into please feel free to share. Many thanks in advance for anyone’s time and consideration. 

Hi Acumatica,I am trying to add parameters to a report for Inventory Transfers. I need to add DocType and RefNbr. I have run into this issue before, but the DocType allows me to select from the dropdown of Document Types; however, I cannot get the RefNbr to do a lookup of the Reference Numbers.   Any suggestions?Thank you!-RJ

I have a customer who wants to mass print Pick Tickets for sales orders with any status.I created a custom processing screen to do this.  The screen works perfectly with the exception that I am only getting the first order in the list and the last order in the list.  I selected 8 records to print and verified that all 8 were in the list being processed in debug mode.  I found an article on stackoverflow where someone had a similar issue.  His issue was fixed by adding the MergeLast as false on the last record being added to the report.  I used a counter to find if the item being added was the last one, and put false in for the MergeLast parameter.  Did not help.Here is my graph: public class ICSPrintPickTicketsProcess : PXGraph<ICSPrintPickTicketsProcess> { public PXFilter<Filter> FilterView; public PXCancel<Filter> Cancel; public PXFilteredProcessing<SOOrder, Filter, Where<SOOrder.orderType, Equal<SOOrderTypeConstants.salesOrder>>, OrderBy<De

Hi everyone,I’m running into a multi-currency issue in Acumatica. I have a GL account that’s in CAD. The foreign currency balance on the account is CAD $0.00, but the base currency (USD) shows a balance of -1,094.84.I’ve reviewed the transactions, and everything seems closed out in CAD, but this lingering USD balance remains. I tried revaluation, but it didn’t fix the issue.How can I adjust this without affecting the foreign currency balance?Any guidance or best practices would be greatly appreciated!Thanks in advance,

  Sometimes you may need to include information about payments made against a specific invoice into a printed Invoice form. Here is how to do it:You need to create a simple report that includes payment information you’d like to see. In order to do that, use Report Designer (to learn more about the report designer please refer to Report Designer Training or Acumatica Help website). The report needs to contain information from ARPayment table (the table that contains data about payments in Acumatica). However, you want to have the payments that are applied to the specific Invoice, so you need to also have ARAdjust table (that table contains data about links between Invoices and Payments) as a part of your dataset: The relation between the ARAdjust and ARPayment is the following: And finally you need to filter the dataset using the Invoice details. To do that use Invoice DocType and RefNbr parameters:  Finally, add the fields you’d like to have in your “Payments” section: Now you can save

I guess this may require a customisation. Is it possible to restrict Shipping Rule in a sales order (making it read-only) if the Term of that order is X only for people who have user role Y?