Discussion Forums

Hello! While developing a customization project to extend a webservice to migrate data from our legacy ERP into Acumatica, I have discovered that while there is a standard ‘CustomerLocation’ object where we can access and modify customer location entries, there is no equivalent VendorLocation object. I tried to create a VendorLocation endpoint by mimicking how the Customer Location fields were all mapped, but there do not appear to be equivalent mappings in order for me to accomplish this. Additionally, if I just select all fields from the Vendor Location Summary, it corrupts things so badly that we start getting stack overflows when trying to push a Sales Order into Acumatica:And when we try to pull the VendorLocation data via Postman, it would throw errors relating to the Address information we had mapped directly from the Vendor Location Summary (here’s a small snip of that error):"message": "An error has occurred.",    "exceptionMessage": "The multi-part identifier \"BAccountID!Add

I need to add a new segment type to Lot/Serial classes but running into an issue because of a static method.  In class INLotSerClassMaint, the persist method is overridden to do validation on the segments. Here is the method from standard Acumatica.   public override void Persist() { foreach (INLotSerClass lsclass in lotserclass.Cache.Inserted) { lsclass.LotSerFormatStr = INLotSerialNbrAttribute.MakeFormatStr(lotserclass.Cache, lsclass); if (lsclass.LotSerTrack != INLotSerTrack.NotNumbered && lsclass.AutoNextNbr == true) { int NumbericCount = 0; foreach (INLotSerSegment lssegment in lotsersegments.View.SelectMultiBound(new object[] { lsclass })) { if (lssegment.SegmentType == INLotSerSegmentType.NumericVal) { NumbericCount++; } } if (NumbericCount == 0) { throw new PXException(Messages.NumericLotSerSegmentNotExists, Messages.NumericVal); } else if (NumbericCount > 1) { throw new PXE

I am developing a new processing to process web orders that can be pushed straight through to creating a shipment.  I have the process set up that assigns the owner and creates the shipment but I’m not sure how to automatically send the shipment confirmation report to a specific printer on devicehub.The code I have which works to the point of creating the shipment and storing the shipment number is below.using System;using PX.Data;using PX.Objects.SO;using PX.Data.BQL.Fluent;using PX.TM;using PX.Common;using System.Collections.Generic;using PX.Objects.CR;using PX.SM;using PX.Reports;namespace PPCustomOrderProcess{ public class AIProcessOrdersCust : PXGraph<AIProcessOrdersCust> { public class wOOrderType: PX.Data.BQL.BqlString.Constant<wOOrderType> { public wOOrderType() : base("WO") { } } public class paymentMethodAFFIRM: PX.Data.BQL.BqlString.Constant<paymentMethodAFFIRM> { public paymentMethodAFFIRM() : base("AFFIRM") { } } public class pa

Good Morning,We are attempting to create a live sync with a sales demo site with a dev sales force site. Everything works except for the live sync. If we go to the salesforce sync page in acumatica and start the processes. Acumatica comes back and says all is good, no error messages. However the status of the SalesForce Sync is always Stopped. I’ve seen video’s and screenshots of that status as “Running”. I’m out of ideas of why this isn’t running and staying as running.As mentioned early i’ve run a full resync and all the data comes in and goes out to SalesForce. Its just the Live sync that doesn’t seem to want to work.Appreciate the help!

I’m trying to learn more about modifiying a screen deeper.  What I am looking to do is on the Process Shipment Screen, I’d like to add the SO that the shipment was created from, the order type of the sales order and maybe the amount of the invoice. What is the best documentation/training to learn customizations to that level?

Is there a way to load a specific email draft from an import scenario (24r2)? I thought that, since the NoteID is the Key for Email, that I could load one in the same manner as an inventory item.Yet this creates a new email even when the provided noteID exists. Perhaps I’m going about this the wrong way. The goal is to send customers and salespeople an email listing order lines which we had to cancel due to inventory items becoming discontinued - where we never will receive more stock to fulfill their order. This happens often enough that we provide a weekly email of any changes which occurred.My plan is currently to have one Business Event monitoring a GI for when items meet the conditions for cancelation. That event triggers one scenario to cancel the line and another scenario (this) to add the SO information to an email; We would like to cancel SO lines ASAP but not send out more than one email a week.At the end of the week a scheduled event will add some templated text and send any

I have added 2 attributes to a production order.  I want to print these on the production order ticket report AM625000.I added AMProdAttribute to the report with the following relationship. I then added 2 new Text Boxes to the report with the following values:=IIf( [AMProdAttribute.AttributeID]='STARTCASE', [AMProdAttribute.Value], '' )the second box has this value=IIf( [AMProdAttribute.AttributeID]='ENDCASE', [AMProdAttribute.Value], '' ) The first box prints as desired, but the second does not print anything.  ​​Here are the only records in AMProdAttribute: Any suggestions are greatly appreciated!!!!!

We are relatively new to Acumatica and have just started using Field Service with iPads.  We quickly realized that the web version of Acumatica is much easier to use than the iPad app.  However, there is no signature capture in the web application.  Acumatica said it cannot be done in the web application.  At the veterinarian’s office a few weeks ago they were able to capture a signature in their web application EzyVet.  I spoke with EzyVet, and it is a feature that they designed.   Does anyone have any experience or suggestions for signature capture in Acumatica’s web applicaiton?  

I’m currently trying totest the ACU Fixed Asset Import, and coming across an error:my Receipt Date in the spreadsheet is 11-7-2024my Place-in-Service Date in the spreadsheet is also 11-7-2024 Any thoughts on why it is throwing the error?

 I want to disable Allocatiob Apply field disable by default.

We have a client that issues approx 6000 checks per month for lease payments.   Most of these checks are for the same dollar amounts (ie. 3000 checks for $ 1000 and 3000 checks for $ 1500).  When the Bank Feed comes in the Bank Feed writes the Check Number to the Tran. Desc field.  Acumatica seems to ignore the Tran. Desc field and suggests matches displaying 3000 checks all for $ 1000.  Acumatica Tech Support told me that it only matches based on Amount and Transaction Date which doesn’t make sense to me since Ref. Nbr. Weight as well as Doc. Payee Weight are part of the Relevance Calculation.  What fields does Acumatica read to match  Ref. Nbr. Weight & Payee Weight ?

Hi all,Does anyone have any knowledge or experience with being able to have one “parent” customer with multiple bill to’s?  We use the locations for having multiple ship to locations but am looking to be able to link multiple Bill To’s to one customer number.

We have some inventory that was in  A warehouse prior to the split and was transferred to B. However, that inventory was already physically transferred to Z company and should be in the XYZ company.  On the finance side, the value of this inventory was already paid for Z Company. What is the best way in Acumatica to transfer this inventory back?

I need to check the checkbox Allocation Apply which is a User-Defined Attribute in SOOrder  when ever there is any change in the orderQuantity.I also want to disable the Allocation Apply Fieldpublic class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>  {protected void _(Events.FieldUpdating<SOLine, SOLine.orderQty> e){var row = e.Row;// Need to udpate the Apply field when ever there any change in the OrderQty // Allocation Apply field is in SOOrder} }// The below Solution isn’t working SOOrder Order = PXSelect<SOOrder, Where<                             SOOrder.orderNbr, Equal<Required<SOOrder.orderNbr>>                                 >                   >.Select(Base, row.OrderNbr);var isAllcocateed = e.Cache.GetValueExt(Order, "AttributeALLOCAPPLY");

Hi Community,I am working on a customization in Acumatica, where I need to open the parameter screen for a report before the report is executed. I am using the report ID AM660000 for the "Move Report," and I want to pre-fill some parameters (like BatchNbr) from the current screen, but I want to ensure that the user can select additional parameters (like AcctCD) before the report is actually run.I have tried using the following code:throw new PXReportRequiredException(parameters, "AM660000", "Move Report");However, this approach immediately runs the report instead of just opening the parameter screen. I would like to know if there's a way to only show the parameter screen and allow the user to modify or select their parameters (e.g., AcctCD) before proceeding with the report.Any insights or examples would be greatly appreciated!

We had a recent upgrade patch done on Acumatica and now we are running into issues with our tax exempted customers being charged sales tax.Has anyone come across this or how would we go about correcting the issue?Our below method was working properly up until two weeks ago.

My purchaser entered a landed cost for a purchase receipt but selected the wrong code and the landed cost is calculating based on quantity instead of cost which drastically effects the unit cost of the goods. An adjustment has already been created in the system and released.Secondary, in order to prevent this from happening in the future, would it be better to ask the personnel not to release landed costs documents and instead have our AP release the landed cost document when creating the AP bill for the purchase receipt?

Hi, I’m trying to increase the width of the “File name” column on the “Files” screen (accessed via any screen → FILES). However, I wasn’t able to locate this screen in the customization project. Do you know what the screen name might be or where I can find it? Thanks 

Hi All,I’ve added a custom field to the Purchase Receipt header, and I want to display this field on the Shipment screen Lot/Serial Nr. selector as a custom column. The idea is to display the value from the Purchase Receipt header where the LotSerial number in the shipment matches the LotSerial number from the Purchase Receipt. If there's a match, the corresponding custom field value from the Purchase Receipt should be shown on the Lot/Serial Nr. custom column.Has anyone implemented something similar or can guide me on how to achieve new column and customization.Thanks in advance!

I received the error message, “Another process has added the 'AR Invoice' record. " Please help and support me.

i keep getting this error and i dont know what im doing wrong

I have added these subaccount in the restriction group and i wanted to allow user to only see these in the reports during generation.I also checked the apply restriction in report definition It still shows all the subaccount in the list  

Hello, I am looking for input to a new process that we are looking to manage through Acumatica. We have a raw material that we purchase from one vendor. We will now be sending this material to another vendor to add a process step, altering the single stock item into 3 new stock items.We do not have MRP right now. Is there any way to achieve this in Acumatica without MRP? Do you have anything you can recommend to replicate this process and the cost of everything on these materials within Acumatica?  In the reading I have done, everything requires the Manufacturing module. I would appreciate your input.

With migration mode off, we imported AP with retainage, then used journal entry to reverse the ledger impacts. However, when trying to release the retainage, it is failing due to the vendor ref. already being used on the bill. We do not want to allow duplicate vendor references, but not seeing how to release otherwise. Ideas?