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Hi EveryoneI noticed that when we generate project billing to create a pro forma invoice, the change order line items do not have tax category assigned. Although the associated project task does. I am wondering if this is similar to the situation described in this thread below, when commitment does not have a non-stock item, tax category is blank despite project task. Since this discussion was from two years ago, has there been any changes to this?Anyone got any suggestion on how to improve this? It’s painful to assign tax category manually on the pro forma for change order items after generation.Thanks.

I am currently experiencing an issue when attempting to create invoices in the system. The process is being blocked with the following error message: "Invoice Nbr cannot be empty."Could you please advise on the cause of this issue and guide me on how to resolve it?Thank you very much for your support and helping.

We are using Role Level Security to provide specific users with access to specific projects (Group Type A), which works.  However, this configuration requires us to update the role level security with each job that is created.   Is there a way to associate role level security with a employee workgroup, rather than an individual user?

I have added a custom columns to the SOLineSplit which i want to add the custom fields to  LotSerialNbr selector lookup. Attribute for the selector was uses as below.  [SOLotSerialNbrAttribute.SOAllocationLotSerialNbr(typeof(SOLineSplit.inventoryID), typeof(SOLineSplit.subItemID), typeof(SOLineSplit.siteID), typeof(SOLineSplit.locationID), typeof(SOLine.lotSerialNbr), FieldClass = "LotSerial")]need to added two more columns SOLineSplitExt.UsrConversionUnit , SOLineSplitExt.UsrQtyINPiece  

I may be out of my league with this, but I really thought I was going to be able to edit an email before it gets processed using a GI and a business event, with maybe an Import scenario? The goal is to add an email into a CC and then process the email. My GI pulls the Purchase Order Notification emails that are pending processing, and cross checks the items in that PO for specific items. These are items that a specific email needs to know about. And I have that email on every line in that GI as well. So every pending email on this GI needs the email on the same row, added to the CC.  However, after creating the GI and Business event. I cannot use my GI or any email screens in the Screen Name field of the Import Scenario. So now I am stuck. Am I able to use an Action Scenario for this? Or am I out of luck on this task? I have no experience with Action Scenarios, but I am able to pick my GI in the Screen Name Field of an Action Scenario. Would love to make this happen! And I attached my

Hello everyone!,I need to add a custom screen in my mobile project, but when I want to enter the screen I see the following error "The sitemap does not contain the parent container." I identified it that happend when I have a SmarthPanel control on the ASPX page it doesnt work. Someone know how can I fix this?   

Hello all,I have been trying to add medium & flat rate shipping methods in ship via codes, but they arent appearing in the list. The integration with stamps.com and acumatica shows successful, but not able to see medium & flat rate. 

Hi Team,We are working with Build 23.112.0032 and working on a customization where we have to add an image url ( https://xyz.s3.amazonaws.com/kkltQWuXULPcHQ6TmoMsZkiJOK93x8.png) as File attachment to a Sales Order record through code. We tried to insert this image url under Name field in UploadFile table and later to map this record along with Sales Order NoteID under NoteDoc table but we are facing issue with approach. Can you please suggest the best possible way to achieve this. Thank you in advance! 

We’re on 2024R1 (Build 24.114.0020), just finished CRP2 and trying to finalize configuration for UAT. We don’t have any developers on staff so we’re farming out customizations to our implementation partner.  My issue:We’re using field service to send techs on service orders/appointments and for some reason Acumatica does not include any pre-built roles for the service module at all. Our partner provided some FS Admin roles they had from another user, but it grants way too many privileges to a technician in both the app and online. I started going through the Role myself leaving in the ability to do stuff like add Comments or Notes,  adjust the date filter, Start/Pause/Resume, Depart/Arrive, capture a signature, enter the signature name and do expense receipts against the appt and disallowing editing of most everything else but boy, it’s miles deep!In some cases fields I can see in the DAC either are named differently or just aren’t there. An example is the LongDesc field on the Other t

Hello,I am attempting to automate the creation of Tenants on an on--premise server. I found a PowerShell script that looked promising, but it is using PX.Data.Tools.Dll that I can’t find installed anywhere, even with the developer Debugging Tools installed. Does anyone know if automated tenant creation is possible? Thanks,Mark

How can I see where an inventory item was used? I want to be able to see what service order it was used on not just the project. Is there a way to do this?

Hi everyone,I'm trying to create a simple import scenario to release Proforma invoices. However, I consistently receive the error:"0 records of 1 have been processed. The last error was: Another process has updated the 'PMProforma' record. Your changes will be lost."What’s strange is that it seems to perform the Release from Hold action, as the AR invoice is created — but the Proforma itself remains in Open status instead of moving to Closed.Could it be that I’m doing this the wrong way? Any ideas or recommendations would be greatly appreciated!    Import scenarioBefore B.E. After B.E.B.E. ConditionsERROR 

We have a customer that wants to attach incoming emails that may contain multiple attachments to a Sales Order.  The only options I see in the Outlook integration is to a Contact, Case, Opportunity, or Project.   Is there another option I’m missing to add an activity to a Sales Order, Purchase Order, etc?

I am working on SalesOrder Screen SO301000.Problem Statement :-- I want to add the functionality to the page. When Clicking on Save Button I want to know if the Quantity for the for the Row Has changed. If yes, I also want to get the old value and new value and add logic based on the Comparison. But only when clicking on the Save Button  

I know there is already a request for a report of inventory aging here:  However all we really need is one field “inventory age” with the formula “X DAYS SINCE RECEIVED” to inform us how old the inventory is in general. We are fine with it always using the most recent receiving date for each item, without needing a value for every single receiving to have occurred against it. So the field would need to show the count of days since the last time the stock item was received.Days since receiving date. Using the date received field we just need to count days “since”. So received date being yesterday would have the value of “1” in that field for output, for example. What would this formula look like in the results grid builder for GI customization?  

Overview Constructors and Important Properties Projection DAC Differences From Regular DAC Mapped DAC Fields BqlField Binding BqlTable Binding Auto-binding by Inheritance Unbound DAC Fields PXDBScalar and PXDBCalced DAC Fields CurrentValue in Projection DACs Using Projection DACs in Code Rules for Projection DAC Declaration Persist Data with Projection DACs Typical Use Cases Reducing the Number of DAC Fields Returned from Database Declare Filter for DAC Records Define Projection DAC to Represent Aggregates PXProjection Attribute Override Reuse Projection Overriding Logic with Generic Graph Extension Customizing DAC Field Attributes in Cache Attached Projection DACs and XML Doc CommentsHi Community,This post is my attempt to make a comprehensive compilation of all I know about Acumatica projection DACs and all materials I managed to find about them. The post turned out rather lengthy, use the table of contents to navigate to a part you want to read.Overview  The PXProjectionAtt

Hi All,I need to add details from Opportunity to “Project Quote” by using following highlighted checkbox. But it cannot be selected. 

I want a richtexbox control with custom button on that custom button click i wan to perform some  Actions.

For a tariff surcharge, if a customer’s own ERP or Accounting systems are unable to read or accept surcharge line items on Invoices from us, what options are there to get that reflected within the customer’s pricing? We were told “just increase my price” to reflect the surcharge.  Yes manually within the sales order the individual items’ pricing can be changed but we’re finding now there’s not just a few of these customers that we would need to do this on, there’s quite a ton who order frequently so we can’t manually do this every time with these customers.    If our surcharge was originally to be 5% of total invoice price, Is there  a way to get a discount mapping if one of these customers is selected, the price class automatically takes the item and then adds 5% of its calculated cost onto itself? Scenario: Customer orders 100 pins at $2/EA (40% off $5 per unit for a total $200) and 30 knobs at $4/EA (50% off $8per unit for Total of $120)Normal Surcharge of 5% of Invoice Total applie

How do I release AR Retainage  Sue

We just recently upgraded to 24R2 and noticed a few hyperlinks that used to open in the same tab, now open in new tabs.  For example, in projects, if we click on the hyperlink to get to the pro forma, it opens in a new tab.  Is there an easy way to revert this back to where the hyperlink opens in the existing tab? Thanks! 

I have a scenario where I need to programmatically invoke the delete action on AR Documents in specific scenarios. however, I am not finding the correct action to invoke in the api.I have verified this AR Document exists, is in status ‘Balanced’, and the Delete action is available from the UI.POST <host>/Payment/DeleteBODY {  "entity": {    "ReferenceNbr": {      "value": "<refNum>"    }  }}RETURNS 204: No ContentWhat am I missing?

In Accounts Receivable Preferences, the Require Invoice/Memo Emailing Before Release is checked.  This is so that when an SO Invoice is created it is in the Pending Email status so that we can use the Sales Orders Process Invoices and Memos screen to email invoices and then mark them as emailed.They have an automation schedule that runs each evening to generate invoices from shippers from the Process Shipments screen, then there is an automation schedule that generates the emails for the invoices from the Process Invoices and Memos screen, and then an automation schedule runs to release the invoices using the Process Invoices and Memos screen.  All of these run 1 each at the end of the day.They have some specific invoices that they want to invoice, email, and release immediately.  I created a GI that shows Confirmed Shipments with the specific criteria.  I created a Business event with this GI that fires an Action from the Shipment screen to Prepare Invoice when SOShipment.Status chang

Hello everyone,I'm encountering an issue while setting up a Gmail account using OAuth2 authentication in Acumatica.I’ve followed the instructions provided in the official wiki/help article to configure everything correctly on both Google Cloud and within Acumatica. Everything appears to be working initially — I’m able to authenticate using the “Sign In” button under External Applications or Email Accounts, and outgoing emails are sent successfully.However, the problem is that the authentication only persists for about 8 hours. After that, the connection expires, and the account is no longer authorized to send emails. From what I understand, this is expected behavior with OAuth2 — the access token should be refreshed periodically.The issue is that the Gmail account/application does not appear on the Refresh Application Access Tokens screen in Acumatica. As a result, we’re unable to set up automatic token refresh, which means we have to manually re-authenticate every 8 hours.Has anyone e

Hi there everyone. For a while, our company has struggled with allowing reports to be accessible to employees, while making sure that they did not have access to other branches financial information.  However, we still want branches to be able to see each other’s inventory values, therefore we can’t set up Access Roles for each branch as is suggested in this post. https://community.acumatica.com/configuration-and-installation-114/restrict-access-scenario-give-a-user-access-to-specific-branch-should-only-view-inventory-quantity-from-other-branches-11782The only solution lately (that I have been able to manage) is to either create a separate GI or report for each branch. However, as of 24R1, we have been able to tie in another GI as a data source, which lead to the creation of the attached GI.  It should allow you to always load the current user, and get their default branch ID.  By using this as a data source, you can set a filter for the current GI that makes it so that the branch or S