Discussion Forums

I am developing a customization and would like to check if a user has access to a specific screen (or a Graph for that matter) in my code, I need to perform certain actions if they do not. How would I do that in my graph, which is not the same graph/screen?

One thing I have found with Acumatica is that there is no easy way to track missing time entries for each of our ~50 employees. Furthermore, we would like to see a report on how people are allocating their time to projects and tasks, without the bulkiness of the Employee Hours report. Does anyone have any recommendations for a third party that we can outsource the building of these reports to? I have tried my hand at this, but would rather rely on an more knowledgeable person.Thanks!

Is there anyone here that can guide me how am I going to create an email notification when there is a new case created in Acumatica?

Is anyone else using the True Commerce EDI solution with Acumatica 23 R1?  Our integration is being logged off constantly...sometimes once per day, sometimes once or more per week.  So far, no real solution from Acumatica support.  True Commerce support says this is not an issue on their side.  Any insight is appreciated.Thank you.

How can we handle items that have been ordered and received into the system but not used on the service order or appointment? We would like to have the item to show in our stock for the specific warehouse. We attempted to use the cancel process, but that did not work as expected. Thanks. 

We are using a GI to pull an inventory sheet and one of the columns has a name of Class for the grouping of items with specific INItemClass.ItemCLassCD such as 001-01-01, or 002-06-01. Items beginning with numbers such as 001, 002, 003, or 006 should show up as Class Items A or 010- - as ‘Other’ or 010-0- as Other. My SWITCH looks like this:=SWITCH(LEFT([INItemClass.ItemClassCD],3) = 001 OR LEFT([INItemClass.ItemClassCD],3) = 002 OR LEFT([INItemClass.ItemClassCD],3) = 003 OR LEFT([INItemClass.ItemClassCD],3) = 006, 'Class A',LEFT([INItemClass.ItemClassCD],3) = 007, 'Class B',LEFT([INItemClass.ItemClassCD],3) = 005 OR LEFT([INItemClass.ItemClassCD],3) = 013, 'Class C',LEFT([INItemClass.ItemClassCD],3) = 004 OR LEFT([INItemClass.ItemClassCD],3) = 008, 'Class D',LEFT([INItemClass.ItemClassCD],3) = 012, 'Class E',LEFT([INItemClass.ItemClassCD],3) = 010, 'Other')The code does pass Validation, the Class column just doesn’t show even though there

Hello everyone!I’m trying to add a column from the BAccount table to the AR.52.10.00 Prepare Dunning Letter screen in order to provide more information.I wrote the following code, which publishes without errors. However, when I check the screen, the data doesn’t appear, and I can’t figure out where I might have gone wrong or if I’m approaching this incorrectly: using System;using System.Collections;using System.Collections.Generic;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.CM;using PX.Objects.Common.Extensions;using PX.Objects.GL.FinPeriods;using PX.Objects;using PX.Objects.AR;using PX.Objects.CR;using PX.Objects.CS;namespace PX.Objects.AR{  public class ARDunningLetterMaint_Extension : PXGraphExtension<PX.Objects.AR.ARDunningLetterMaint>  {  protected void  ARDunningLetterList_RowPersisting(PXC

Hi, I’m trying to create a unit test for my Extension Library, but getting the error “PX.Data.PXException : CS Error: Numbering ID is null”. Here is the code snippet: protected virtual OpportunityMaint PrepareGraph() { Setup<OpportunityMaint>( new CRSetup { OpportunityNumberingID = "OPPORTUNTY", QuoteNumberingID = "CRQUOTE", CaseNumberingID = "CASE", MassMailNumberingID = "MMAIL", CampaignNumberingID = "CAMPAIGN", }); var graph = PXGraph.CreateInstance<OpportunityMaint>(); return graph; } [Fact] public void CalculateMarkup() { //arrange OpportunityMaint graph = PrepareGraph(); var graphExt = graph.GetExtension<OpportunityMaint_Extension>();

Hi Experts,I have a requirement from a client regarding custom fields on the Customer Details (AR402000) screen. Specifically, the client wants the ability to filter and sort unbound custom fields directly in the grid.Here is the scenario:I added two unbound custom fields, Location ID and Location Name (both string data types), to the grid. The client wants to: Filter records in the grid by typing a value in these custom fields. Sort the records in ascending or descending order based on these fields. What I've Tried So Far:Added the custom fields (UsrLocationID and UsrLocationName) to the FastFilterFields property (along with fields like RefNbr, ExtRefNbr, and DocDesc). Set the AllowFilter and

Have configured a Fixed Price Project with Allocation rules to correct recognize revenue. The project task specifies the same Non-Billable WIP Account as the allocation rule. When project billing is run the allocation transaction(s) are reversed correctly. I note that 100% of the allocation is reversed with the first billing regardless of the Completion % and invoice amount. I presume there is no apportionment possible?My problem is that if I have two Revenue budgets and project billing runs on one of these, then although the allocation transaction is on the same task there is no reversal. Even when the entire project is 100% complete/billed there is no reversal. The PM allocation transactions can be reversed manually. Is this correct behavior of can allocations somehow be reversed in this case? 

StepsCreate the purchase order for the non stock item created for FA purchases. Enter the PO receipt Create the AP bill Convert purchases to Fixed Assets Assign the PO to the already created FA Release FA transactionsI followed above steps to do the FA purchase and to convert the Purchase to an existing Fixed Asset. But even after releasing the transactions, the PO details, receipt details, bill details are not getting automatically updated in the designated fields. Has anyone faced the same issue? Is there a way to get the above issue sorted?  

Hi,I’m having an issue with a customisation.  Not sure if this is relevant, but this is the first customisation I have done in build 2022. All previous have been in 2021 builds and I haven’t seen this issue before: I have a processing form.  When I Update all, after approx. 4 seconds the dialog below pops up The processing form keeps running until it gets to 18 seconds, and then freezes.  Any further interaction with screen results in a request to reload the page  I think that the screen expirying is p

Hi, anyone else have this issue?I am trying to access Acumatica Portal from my VPS over the cloud, but I got the above error.have anyone encounter this issue and resolved? any help would be greatly apperciated! TC 

I need to populate all the “S - Service items” which are in inventoryitem table (related Sql is below). How can I customize it?select *from inventoryitemwhere ItemType = 's';-------------------------------------------Used Acumatica version - 22.111Used data set - I100No customizations published

In the Time and Expenses in Acumatica.  Can this field used to keep track of if a expense was tied to a customer? We are not wanting to bill the customer for that expense. “I would think that is where the billable checkbox comes into play” but if we put a customer in that field I imagine we could build a report around how much  expense reports are associated with a particular customer. Am i correct? 

I create a customization project to add few fields to several screens including sales order screen, then I need keep these fields as any time editable (in every state). So, I customized the SO301000 (Sales Order) workflow. I do that inhering the existing workflow. Then custom fields become editable,but the default fields turn uneditable in every states. Then I Remove the newly added workflows and enable the default workflows. but the fields still uneditable. Then I delete the whole SO301000 screen from the customization project. Even now default fields are uneditable. SO301000 screens returns back to the default behavior when only the whole customization is unpublished. I Tried with “Publish with cleanup”. It also not works for me. 

I was hoping to get my field service reps in a position that they could essentially place orders through Acumatica, and admin would have an approval workflow to review and approve the order into production. Native Acumatica sales order module is just too many steps for the field reps to have to do  Currently, they just have an app where they select a customer, a product, and the quantity, and that order request gets emailed to the respective admin team. The hope is that there’s native functionality in acumatica that can replace our current app. Anyone have any insight? CRM module possibly? 

I created a snapshot using the option of “Settings Only”I created a new tenant.Imported the snapshot and restored it.I have stock items in my new tenant.  I was expecting to only see the settings in the new tenant, not data.Any thoughts? 

Hello,what could be the problem if $LineNbr does not appear in Variables? here, I manually typed it in the value then it results to list of 0s. someone please help thanks! 

Greetings from Calgary, AB, Canada.My name is Benny and I was born and raised in Calgary where I have been working in the Energy industry for over 10 years as a ERP Business Analyst/Project Coordinator on various implementations in SAP S/4. My area of focus has been on the Procurement, Warehousing/Inventory, Sourcing and Contracting, Supplier Enablement integrations; and have been thoroughly enjoying the Acumatica experience in Distribution. Looking forward to learn more and participate in this community.

Once a reason code is used in a transaction; it becomes a permanent record.  Need the ability to deactivate reason codes; especially those used for special one time purpose.  

Using the ACH plug-in and it has worked fine for payments to vendor checking accounts. Now they are attempting payment to an employee savings account. When NACHA file is uploaded to bank, it becomes a 0.00 prenote to checking account. I’m communicating with the bank, but they’ve not been able to resolve. Anyone have an idea of why this would happen? 

Hi everyone,I’ve successfully built a dashboard in Acumatica for Employee Timesheet Status Reporting that includes the following features: Widgets: Four widgets showing the current week's timesheets categorized by status: OnHold, Pending Approval, Rejected, and Approved. Widgets are color-coded: Red for OnHold, Pending Approval, or Rejected if there are hits. For Approved, Red if there are no hits and Green if there are hits. List View Widget: Displays timesheets for the current week plus two additional open business days. Filters out timesheets that are Approved or Released. Allows managers to drill down into timesheets for additional processing. Now, I’d like to

Which date and time (created by- or modified by- ) will indicate when and by whom the batch was released?In some cases a batch has user X as created-by and user Y as last modified-by. Will it always be the last modified by that indicates the user and date and time of the release of the batch?

Hello! I am trying to get these fields on the SO screen into a GI. However, even though there are data shown in here, I was not able to get the Dropship PO Status and Dropship PO Line Nbr to show up. I checked in SOLine DAC and it says the fields are “nonexistence in DB.” What does this actually mean? If I am seeing data here why am I not able to pull them into a GI?   Thanks in advance!