Discussion Forums

My company wants to start automatically assigning lead ownership in a Round Robin order, i.e. Employee 1, Employee 2, Employee 3, then back to 1 and continuing the cycle.  I know I can set an assignment map with Rules for each employee or workgroup, but I want to make it as fair as possible and evenly distribute leads to our Reps.  Is there a way to do this automatically without having a rule for each different employee?

I am looking for a way to do a mass update to file attachments that orginate from AP and update the checkbox of Is Public to true.  I am not finding a screen accessible in a GI to do a mass update.  Has anyone tried this or have experience with a mass update such as this?  

I am trying to add a tab which has a grid which a datamember CostBudget  There is already a tab with grid CostBudget. Here I am trying to filter data in my new tab and grid but want to use same view of costBudget already defined

Here in mobile app for appointment list screen i want to add the customer as field on the filter list. I added like this the other field are showing but customer is not/

Hello Everyone,We are upgrading Amazon connector from version 23.207.0025 to 24.209.0013. During the upgrade, we encountered an issue in the overridden method below.Could you please help us resolve this?Sharing the code and error screenshot below. public static bool IsActive() { return true; } public delegate Task MapBucketImportDelegate(AmazonSalesOrderBucket bucket, IMappedEntity existing, CancellationToken cancellationToken); [PXOverride] public async Task MapBucketImport(AmazonSalesOrderBucket bucket, IMappedEntity existing, CancellationToken cancellationTokenn, MapBucketImportDelegate baseMethod) { await baseMethod(bucket, existing, cancellationTokenn); MappedOrder obj = bucket.Order; SalesOrder impl = obj.Local; } Thanks, in advance.

Hi All,Is there a way to added custom fields enabled in any status on the Transfers screen(IN304000) in Acumatica 24.R1? I want specially after releasing the transfers.Any insights would be greatly appreciated.Regards,Lalith

We are new to Acumatica and am trying to find the setting for the check box for ‘Automatically Apply Amount Paid’ under the Receivables-->Payments and Applications-->Add a new payment→ Load Documents tab--the screen with a title of ‘Load Options’ will popup and in the popup is the value I am attempting to find to uncheck the box.  I have looked in preferences and it is not there as well as programs which may load the ‘Load Options’ popup.  Please see the attached.  Any help will be appreciated.  Thanks.

Hello everyone,I need to export all of items with the image was attached in Attributes tab. Does anyone have done it yet? Please advise me Thanks in advance

Hi Community,I am facing a small issue while working on a customization.I have added a custom field on the Branches (CS102000) screen, which uses the LocationStand DAC. However, I am unable to enable this field.Here’s what I have tried so farprotected void Location_RowSelected(PXCache cache, PXRowSelectedEventArgs e){ var row = (Location)e.Row; if (row == null) return; // Enable custom fields PXUIFieldAttribute.SetEnabled<LocationStand.usrCustomField>(cache, row, true); ;} I set the Enabled property of the field to True from Customization editorDespite this, the field remains disabled.public class LocationStand : PXCacheExtension<PX.Objects.CR.Standalone.Location>{ public static bool IsActive() { return true; } #region UsrCustomField [PXDBDecimal(2)] [PXUIField(DisplayName = "Custom Field")] [PXDefault(TypeCode.Decimal, "0.0", PersistingCheck = PXPersistingCheck.Nothing)] public virtual Decimal? UsrCustomField { get; set; }

Please kindly give me the sample to customize the Report P&L Actual VS Budget has add more Variance Amount. Thanks for your support and sharing 

I have two dropdowns/combos I’ve added, and would like to control the visibility of the second menu based on the value of the first:I would like the second dropdown (Shot Peen) be visible if the first dropdown (Mold Part) = 1/YesWould I set the visibility like this?[PXUIVisible(typeof(Where<TSMIGOpportunityQuotePricingExt.UsrCMoldPartTexture.IsEqual<1>>))]So the final would be something like this:[PXDBInt][PXIntList(new int[] {0, 1}, new string[] {"No", "Yes"})][PXUIVisible(typeof(Where<TSMIGOpportunityQuotePricing.UsrCMoldPartTexture.IsEqual<1>>))][PXUIField(DisplayName="Shot Peen 330 or Less?")]Any help appreciated… the first time I tried this I got an error but I think because I got the dac/field name wrong.  

Is there a way to detect a current open blanket order for the customer for the line item being keyed?  Example, there is blanket sales order for ABC Company for Item#AS625 Qty 100.  Customer calls to order 25 but does not reference the blanket order. We enter a new sales order and key item#AS625 for a qty 25, is there a way for Acumatica to alert the processor that there is an existing blanket order. 

Hello quite new to acumatica, currently I am trying to add a field onto the Project Quotes screen however the field will not hold any data entered if I save and then leave the page and return to it. Anyone able to help?

Can someone tell me  how to import snapshot into our test tenant?  

Hi,I've created a custom export scenario for BNZ Bank in New Zealand and mapped it to the payment method NZBNZDD. This setup is configured for exporting batch payment files from the AR module for direct debit processing.The setup appears to be correct, but for some reason, I'm encountering the following error:"An error occurred while trying to retrieve 'Unique' part from specified."I'm unable to identify the cause of this issue.  Does anyone have any insights? I've attached the export scenario and error log(SQL Profiler) for reference. 

I am posing this as a question to see if there is anyone who is using Acumatica Compliance to meet DOT requirements.  Use case is a field service company, approximately 250 trucks and crews.  I do not have all of the specifics, and I am learning about the requirements at this point, some of the requirement areas are:Driver Certifications DOT Records for Fleet DOT Driver Maintenance MVR Drug Screen Phyicals  + may be othersSome of these items are documents with occurence date and/or expiration date.  I am also certain that there would need to be some level of reporting required. There is a DOT software in place today but the desire is to use Acumatica if it is feasible. The feedback I am seeking is as follows:Experience shares from SME’s knowledgealbe of DOT requirements Usage of Acumatica compliance for DOT requirements Gaps that have to be covered that are not available in Acumatica Or straight up not a good fit and bad ideaThank you in advance.  

I’m trying to make a GI that shows the total, probability, and weighted total for an opportunity. The total and probability show in the GI, but the weighted total is blank. In the form, all 3 are populated. The total is a manual amount, probability comes from Stage (out of the box functionality), and weighted total is calculated. In the form, it’s all there, but in the GI, the weighted total is blank.    

Hi everyone,I'm having trouble because I submitted a third-party service request to Acumatica and, using the information, created a selector control, but this affected performance and slowed down the system.The selector's instruction was:PXStringListAttribute.SetList<MyDac.field>(sender, row, values.ToArray(), values.ToArray()); Then, I used the RowSelected method where I requested the WS and set the information in the control, but it is very heavy because I need to make 4 different requests in this event handler.Do you know of any other ways to do this?I'd appreciate any help! :)

Hi all, I tried a low code customization to set a dropdown menu’s default value, and for some reason it’s not working. So I’m attempting to set the default via customized attribute like this:[PXDBInt][PXIntList(new int[] {0, 1,}, new string[] {"No", "Yes"})][PXDefault[(0)][PXUIField(DisplayName="Mold or Part Texture?")]I’ve tried setting the default to 0, to No (no quotes) and “No”, and none of them seem to work… I must be doing something wrong! :) Any help appreciated.

I am very familiar with Generic Inquiry.I am trying to create a new one, even getting down to a very basic request, such as list AssetCD’sI get the result “error has occured”… generic inquiry does not exist anymore.I checked another one that worked, copied and pasted to a new GI and the same error message result….We recently upgraded to 2024R2.Anybody else having that issue?   

During implementation and testing, we discovered that the new Manage Sales Allocations screen is not compatible / not properly functional when Sales Order Approvals are required.With Sales Orders approvals are required, only lines from On Hold sales orders show up in Manage Sales Allocations, despite no order type filters being used on Manage Sales Allocations. This is not acceptable, as unallocated lines from Open status sales orders are not showing and will be bypassed by the Manage Sales Allocations processing.This was reported on an Acumatica support case - and I was told this functionality is “by design. I understand technically why it is not working; as when using Require Approvals, orders must be put on hold in order to make any changes.I feel that inventory allocations should be allowed to be modified on Open Orders, even if approvals are required. Does anyone else have opinions that allocating to approved open orders should be expected? Thank you.

If a company has two domains, meaning their email addresses can end in @ABC.com and @XYZ.com, and they use Azure AD, can both domains be allowed to login to Acumatica via AD?Currently, the users with emails ABC.com are successfully logging in via AD, but not the XYZ.com users. The error they get is “Error: Login failed” beside the AD login in icon.(I can login as the XYZ.com users from the Users screen and can see the screens to which they have access, so I know the Acumatica access side is OK.)I read the in the S200 course guide that the web.config file has to be configured for AD access, and the specific domain name is a part of that, which is what leads me to believe that either the second domain hasn’t been added to that file, or that only one domain can be allowed in via AD.  Or maybe I’m misunderstanding that altogether.Thank you!

If we change the length of a standard Acumatica field, is there a risk that the field length will be reverted back on the database with an upgrade? Causing the extra characters to be truncated?

Hello,I have been trying to setup an assignment map for biz account class, based on the class condition. So if any account is created under Class A it should be assigned to Employee A etc.. But I am not able to find the exact entity to which I can apply the condition in Assignment map, where i am searching for Field Name = Class. 

Hi, I am needing to get the Unbilled Quantity left on a Receipt.I can only get the total of all lines, but not the breakdown.Is there a way to do this?/entity/Default/22.200.001/PurchaseReceipt/?$expand=Details&$filter=VendorID eq 'V000000001' and ReceiptNbr eq '000092'here is my API Call URL. I have expanded details. there is nothing in custom etc