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Hello Community, I am working on a custom transactional screen that will essentially act like inventory adjustments with a bit more info attached\tracked and allow for continuous updates to the record to create actual receipts\issues from. To accomplish this, I created a custom header and detail table, attempting to bypass the usual line-item table and then line-item split table I’ve seen and going straight to the “splits” table. I have most of everything working except the ability to get the LotSerialNbr column unlocked. Has anyone ran into issues getting the LotSerialNbr enabled on the line-item grid level? Below is my current DAC definition for this field.  #region LotSerialNbr public abstract class lotSerialNbr : PX.Data.BQL.BqlString.Field<lotSerialNbr> { } protected String _LotSerialNbr; [POLotSerialNbr(typeof(inventoryID), typeof(subItemID), typeof(locationID), typeof(lotSerialNbr), typeof(NXINPallets.costCenterID))] public virtual String

I have a unit set setup where I am specifying start and ending accounts and subaccounts.  If you run the report and click on each individual unit set, the data shows correctly, but the high-level rollup shows additional accounts that should not be there.  This is a screenshot of the example of how the unit sets look.If you view 18CompEV, 19Family, 20Prem and 21AGED the correct accounts shows, but if you look at the DEPT or the Root level there are additional accounts that are showing.  In the first 3 groups they report all income and expense accounts in specific subaccount, the last group only includes two specific accounts in a specific subaccount, but when you look at the upper level DEPT rollup it includes additional accounts from the sub account starting with ‘21’ even though the 21AGED shows just the two accounts specified and the start and end accounts are just those individual accounts not a range.  Both the start and end accounts and subaccounts are specified on each of the gro

Hi, I have a Canadian client that want to do ACH files with TD Bank. Does anyone have a data provider and/or Export scenario that they would be wiling to share? Thank you.

Hi, All I have created 3 GIs and then using that 3 Gis in one to show the maximum of all three. All three Gis are working fine but on the main one where i want to show maximum is not shwoing me any records.Can anyone guide me please. For inquiry Demand-Sales, I need a column that will show the maximum of W1, W2, & W3. I am attaching all GIs below

 I’m trying to create an import scenario to do the following:Trigger the ‘Correct Shipment’ action. Change the Ship Via and update the Freight Cost. Trigger the ‘Confirm Shipment’ action.However, when I run my scenario it produces the following error message: Another process has updated the 'SOShipment' record. Your changes will be lost. The scenario successfully triggers the ‘Correct Shipment’ action and the Shipment changes to ‘Open’ status, but nothing else works. And if I deactivate the 3 rows after the ‘Correct Shipment’ action in the scenario, it runs successfully without any errors. Seems to be related to ANYTHING after <Action: Correct Shipment>.I’d appreciate any input the community can provide.Here’s a screenshot of my scenario: 

Hello. Is it possible to limit an approver’s visibility on the Bills & Adjustments screen to only those bills that have been assigned to them? We have employees who need to approve bills related to their department, but we do not want them to see other company bills of a sensitive nature. I can only see an all-or-nothing approach to access on the Access Rights screens. Thank you.

Does anyone know how to add a side panel for UPS/Fedex Tracking hyperlinks? I saw it partially in a video (by Tim Rodman) but it did not show the full steps.For example, I am not able to put ((Tracknbr) in the Field below, it only allows ShipmentNbr.We use StarShip for shipments.  

Hey folks, has anyone seen this issue -  Some orders in Shopify are being ‘fulfilled and unfulfilled’ by the connector ‘via manual’: We’re not sure how this ‘via Manual’ cancelation is occurring, but it seems to subsequently impact if a RC order is created or not. Any viz on this one out there? This is version 24r116 and we’re using the Webhook Subscription version 2024-07 (probably needs an update). 

I searched but I wasn’t able to find anything.  Has a date announced as to when the 2025 R1 release will be available to all customers. We are currently on 2023 R2 and want to upgrade before the retirement date of that version which I believe is May 30th.   We are looking at going to 2025 R1 instead of 2024 R2.

Hello,I’m working on an Import Scenario that would import vendor contacts and set the different lien waiver contacts in mailing and printing. I haven’t made it to the recipients part yet because I’m stuck on adding a new contact. I’ve prepped the import scenario below and it comes back with the error “Last name cannot be empty. I cannot tell if the scenario isn’t inputting the data or if it isn’t saving correctly. Could anyone please tell me what I’m missing here? Thank you!  

We are experiencing an issue with reporting the vendor freight on a drop ship against the original sales order.  For items that are shipped from our warehouse there is no issue as the freight is calculated and allocated over the items shipped.   Here is the Drop Ship Process  Sales Order Line > Drop Ship PO (This is where freight cost is added) > Purchase Receipt > AP Bill  The issue is that if a line on the sales order has a Price of $150, A cost of $100 and a shipping cost of $15(On the drop ship PO).  It is going to show the profit on the line at $50 instead of $35.  I would think this is a common scenario, but I have not found a good solution.  This is throwing off our profit reporting on all drop ship orders. 

I’m currently working on creating new generic inquiry screen for pending approval expense receipts assigned to workgroup. Goal is to leverage that generic inquiry with a business event in order to send email notification to all members of the group. Issue that I’m running into is that the contact email address is currently coming up blank. I followed the instructions from prior post that was based on Purchase Order: Any guidance that could be provided would be greatly appreciated. I have attached the XML from the GI

Good day CommunityMy client needs to add a different group or class to their COA in order to be able to report to their Head Office, who have a very different structure to their reporting. I considered adding the group as an attribute but I don’t see how this is possible for COA so I could then add to the TB or another report.Here is a small example. The additional grouping is COGNOSAccount Class Cognos Type Description 11111 CASH BANK Cash_bank Asset Bank Account - Current 11150 CASH BANK CashFloats Asset Petty Cash 11201 ACCREC OTH Prepay_Other2 Asset Prepayments

i have this user and i want remove Container tracking from their screen.any idea of how to go about it? 

When publishing a customization project on 2024r2, I encountered the following error:My project details are as attached. Could someone please suggest a way to fix it?\App_RuntimeCode\InventoryAllocDetEnq.cs(19): error CS0234: The type or namespace name 'IQtyAllocated' does not exist in the namespace 'PX.Objects.IN.Overrides.INDocumentRelease' (are you missing an assembly reference?)[2025-05-21 05:27:06.840] \App_RuntimeCode\InventoryAllocDetEnqFilter.cs(1): error CS0234: The type or namespace name 'IQtyAllocated' does not exist in the namespace 'PX.Objects.IN.Overrides.INDocumentRelease' (are you missing an assembly reference?)[2025-05-21 05:27:06.840] \App_RuntimeCode\InventoryItemMaint.cs(18): error CS0234: The type or namespace name 'RUTROT' does not exist in the namespace 'PX.Objects' (are you missing an assembly reference?)[2025-05-21 05:27:06.840] \App_RuntimeCode\POReceiptEntry.cs(27): error CS0234: The type or namespace name 'LocationStatus' does not exist in the namespace 'PX.

Hi,I have created an import scenario to update existing released budgets. Since I want to update budgets for multiple branches simultaneously, I am using an import scenario because the budget screen only allows importing budgets for one branch at a time.However, I'm encountering an error: “Duplicate GL Account/Sub Entry.”Has anyone come across this issue or knows how to resolve it?I’ve attached the import scenario for your reference. Any insights would be greatly appreciated.   

My initial idea is to design a button that will open an Iframe when clicked

Hi all,I've configured a custom approval workflow for the Receipts screen (IN301000) using the Customization Project Editor in Acumatica. The workflow itself appears to be applied correctly — the status actions show up as expected in the UI.While setting up the EPApprovalAutomation view, I initially tried using an extension of the base DAC INRegister, but the Customization Editor didn’t recognize the view as a valid data member. As a workaround, I created a custom DAC and added Approve, Reject, and Hold fields.Could this custom DAC setup be causing the issue?The main problem is that no EPApproval record is created when a receipt is submitted for approval — nothing shows up in the Approval tab, even though the workflow transitions are triggered.Has anyone encountered this issue or know what part of the configuration might be missing? Any guidance would be greatly appreciated!

can you help me with my AR Aging Report the Groupings by Parent Account is not working

I am currently working on making a dashboard to monitor automations that we have built. We were wanting to add in the system monitor to that as well but it seems that the dac for that screen is PXHidden. only admins will be able to see the dashboard, so is there any reason that we shouldnt/couldnt make it available to be used in a GI? and how would i go about removing the PXHidden. i cant seem to find it to remove it. even looking through the folders in a local version.

i have create an instance with mysql and do step by step → then when i launch site on perform application maintenance it show error "Your tenancy ip not found”

I have a simple GI showing production orders and all I want to do is add some color to it based on the status. This formula is currently not coloring anything and I tried a couple other ways too, the system seems to not recognize the Status ID as the actual words that I have in my condition. Here is my formula:=IIf( [AMProdItem.StatusID] = 'Released', 'green20',     IIf( [AMProdItem.StatusID] = 'In Process', 'blue20',        IIf( [AMProdItem.StatusID] = 'On Hold', 'yellow20',            IIf( [AMProdItem.StatusID] = 'Completed', 'green', 'default' ))))  Can a second pair of eyes show me what is wrong with this?

I am trying to add an action to a custom screen. I want to add another view to be used in that action, but for some reason, The pxselect is not referencing my table. anyhwere that i write my table name, it doesnt recognize it. i do have a class in the dac with that name, but it doesnt recognize it for some reason. without the action, the screen works fine using it but if i try to create another view for the action it doesnt work and will error out. Can anyone tell me how to fix this? I created the initial screen following along to the T200 series videos. 

The region setting in the Shopify connector for Acumatica is set to French, and the default language in Shopify is also French. When I sync a template item from Acumatica to Shopify, the product title appears in French as expected. However, the variant option titles show up in English, even though both English and French versions are present in Acumatica. Why is this happening? If I create an order in Acumatica and receive a deposit from the customer, once after I send the order details to Shopify, can i collect the remaining balance from the customer through Shopify, for example by sending them a payment link via Shopify?  We’re using 2024R2—does it support 2000 variants, or is that feature only available in 25R1?Thank you! 

Does anyone know if it is possible to sync related items under a product in Acumatica to a single, list-type metafield?Example:Product A has Products B and C selected as Related items in Acumatica.  Product B and Product C are synced together to a single list metafield as “Product B, Product C” (or something along those lines). Later, Product C is removed as a related item in Acumatica and replaced by Product D. Now, Product B and Product D are synced together to the single list metafield.