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I trying to create a new Action on the Appointment screen. when I add the following code it to the graph extension it gives following error messages. But i have add the dll references to the project.Reference to type 'PXBqlTable' claims it is defined in 'PX.Data', but it could not be found   customization packageReference to type 'IBqlTableSystemDataStorage' claims it is defined in 'PX.Data', but it could not be found   customization package public PXAction<FSAppointment> CreateMRN; [PXProcessButton] [PXUIField(DisplayName = "Assign", Enabled = false)] protected virtual IEnumerable createMRN(PXAdapter adapter) { bool isMassProcess = adapter.MassProcess; Base.Save.Press(); PXLongOperation.StartOperation(this, delegate () { }); return null; }

Use Case:Client sells equipment that requires inspection and setup, then an appointment for delivery and installation. Client will be invoiced following the completion of the delivery and installation.Acumatica does NOT automatically create the equipment record until the invoice is released (unless we are missing something), so the equipment can’t be noted on the service order or the appointment. So essentially they can’t indicate the equipment on either of those records until the sales invoice is released, which would be after the delivery and installation.We are trying to avoid the step of manually creating the equipment record. Our hope is we are missing something in the process as this seems like a normal situation with lots of equipment.

In my graph extension, if I loop through the items in a cache, I get a set of items I can view.  When I loop through a View based on that cache, there are more items than what are in the cache.  I guess I don’t understand the mechanics of the cache.In the code below, when a user updates a record in the CSAnswers cache, I loop through all the attributes in the View and check to see which item is being updated in the RowUpdating event handler.  I do some validations, and I set some variables.  I am checking to see if TWO of the attributes have values that I will use to do some calculations, then update TWO other attributes with the results of those calculationsAt the end, if the two attributes used to do the calculation have valid values, I loop through the View AGAIN, to update the other two attributes that store the results of the calculations.  When I find the attribute that needs updated, I set the cache value to that calculated amount.  When I refresh the gri

Trying to enter a journal entry to a cash account for a specific branch, and get the error “cash account does not exist for the following branch and account:  LFD, 10100”We have a cash account set up for 10100 under branch RDA.  The box is UNchecked for “Restrict visibility with branch” in the Cash Account set up window.When posting a journal entry for 10100, if I select ANY branch other than RDA, I get the same error.  I thought that if I unchecked the restrict visibility with branch in the cash account window, that I would be able to post a journal entry for cash 10100 for any branch.If I go into Receivables and post a customer payment for branch LFD, I can select a payment method and the 10100 cash account in the payments & applications window.  But it doesn’t seem to work in the journal transaction screen.  So far, the only workaround I’ve found is to set up a separate cash account for 10100 under branch LFD.  Is that the only answer?  If so, I’m

Hello All,Is there anyway to setup a markup table in Acumatica driven by stock or non-stock items unit cost? I am looking for something very simple independent from Item or class or customer or project. We have thousands of items and we don’t want to do the math on each item and add markup or sales price for each item. Simply I want the FS Appointment screen look at the item unit cost no matter what that item is and add a Markup based on the Unit Cost and set it as Unit Price. For example in Appointment Line:1) if unit cost is 0.00-10.00 then unit price is Unit Cost plus 50% 2) if unit cost is 10.01-50.00 then unit price is Unit Cost plus 40%3) if unit cost is 50.01-100.00 then unit price is Unit Cost plus 25%and so on … Any help is appreciated.

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. 

Hi all, I’m trying to summarize two columns from two different tables, but the GI is counting summing by the total number of rows in each of my many side tables. Is this something doable in a GI or should this be more of a report? Thanks in advanced!  

Is there a way to use Replenishment for ordering purchased products but filter the Quantity On Demand to show quantities on a SO with a Requested On Date less than a specific range?  For example, if we have a SO that the customer won’t need to product for 3 months, so the Requested On Date is 12/1.  We don’t want that quantity to be included in the Qty on Demand until it is needed to order, based on the lead time for the vendor.  I understand MRP looks at Requested On Date, but I wonder if Replenishment has that same capability.  Thanks

We work with construction companies that work on projects for Insurance claims. In these cases, part of the project is paid by the insurance company and part of the project is paid by the homeowner. Do you have any suggestion on how to manage this type of situation in Acumatica, where we need to invoice 2 different customers on the same project.Thank you

When using blank check stock with a stub, stub, check format I currently get skipped check numbers when the remittance needs to print to a second page, in our case 17 or more. While this behavior makes sense with preprinted check stock, when I need to void a check because I’m using the second piece of paper only as continued remittance advice it doesn’t make sense with blank check stock. In theory each instance of a printed check could absolutely be an increment of 1 from the previous check number. How can I get a page break in my remittance after x number of rows but still have my non voided check numbers be incremented in steps of 1. I am NOT interested in using a separate remittance advice on a separate piece of paper.  

When we refund Sales tax or a Freight only (no products) in Shopify it creates an RC Sales order and put those refunds in the appropriate places, freight or sales tax.  However with no line items the Sales Order cannot create an Invoice.  If a CM Order type is used, it does activate the Create Invoice button, but then gives the error that no AR Transactions were found in the system.  However this isn’t exactly true because it will should create ARTran lines for Freight and Sales Tax Payables.Current work around is to add a line with a quantity of 1 and 0 Price.  I can create a business event to do this as well, but it’d be nice if it can be handled by the ECommerce connector instead. What other work arounds or fixes do you have?

Hello, we have a prospect that loves Acumatica - except that the fixed assets system does not have the ability to perform a fixed asset inventory using scanning devices. I saw a 5 year old post in the community regarding this and I was hoping that someone has recently run into a third party or customization that allows for Fixed Asset inventories to be processing with a mobile device

We would like to sync PDF files into Shopify and display them on the storefront. The files have been successfully synced, but the issue is that we cannot open the files in Shopify. Could you assist us in resolving this?Or any alternatives on how we can flow this into Shopify? 

Hello Community!I'm curious about the customizability of the "Recently Visited" tiles on the mobile application's homepage and to what extent they can be customized.For the tile labeled "Appointment," I would like to display an additional field - the customer's name - alongside the existing appointment number (refer to the attached image).Has anyone managed to customize these tiles before? What was your project like? Could you guide me to the correct section in the Customization Project Editor? Your feedback would be highly valued!

Hello all,We are a general contractor about to go live with Acumatica soon and I was wondering how people are handling revenue and cost recognition and accrual at the end of the period. Our current process for cost is issue POs/Commitments and “receive” them (even though there is no stock).  These receipts are three-way matched to AP bill.  We then accrue open receipts and the end of period and reverse the accrual automatically. The incurred cost is AP bill + Open Receipt.  Our current ERP lets us receive stuff without managing inventory.  Then the process for revenue is to calculate Earned Revenue as (actual incurred expense/budgeted expense * budgeted revenue).  We accrue (Earned Revenue - Billed Revenue) and reverse automatically, either as Revenue or Billings in Excess of Revenue.  This process is in-line with GAAP and is approved by our auditors.The above is mostly done via manual entries except accruing open receipts.We are tryin

I have created a custom screen with two tabs. But its appearance is different. and Details tab did not show the rows. I tried few times by creating the whole screen again. But end up same result.Following is my aspx page <%@ Page Language="C#" MasterPageFile="~/MasterPages/FormDetail.master" AutoEventWireup="true" ValidateRequest="false" CodeFile="MR300000.aspx.cs" Inherits="Page_MR300000" Title="Untitled Page" %><%@ MasterType VirtualPath="~/MasterPages/FormDetail.master" %><asp:Content ID="cont1" ContentPlaceHolderID="phDS" Runat="Server"> <px:PXDataSource ID="ds" runat="server" Visible="True" Width="100%"

Hello all,i have been trying to create a join between PMProject & PMRevenueBudget tables but not able to do so. Can anyone guide me out in establishing join between these 2 tables? Tried it via PMProjectRevenueTotal, PMTask but didn’t get the required results.

Is there a setting to allow using the same lot number for an item for multiple production orders?  I have a client that tracks the lot number of the component.  They usually create several orders to consume the component, but can’t use the same lot number across multiple production orders.  

Hi All,Wanted to get some opinions on the Manufacturing Data Collection module. What is your experience with it? Has it helped your operation? Is it worth getting? Would love to hear some scenarios where it helped.I was fond of the ‘Scan Material’ and ‘Scan Move’ functions, I definitely see that helping the team with minimizing manual data entry and all. Thank you!

Hi Team, I want to create approval process screen for Equipment and facing difficulties that EPEquipment Standard PrimaryDAC not implemented with IAssign interface. I am getting following error error CS0311: The type 'PX.Objects.EP.EPEquipment' cannot be used as type parameter 'SourceAssign' in the generic type or method 'EPApprovalAutomation<SourceAssign, Approved, Rejected, Hold, SetupApproval>'. There is no implicit reference conversion from 'PX.Objects.EP.EPEquipment' to 'PX.Data.EP.IAssign'. Regards,Sakthi

Hi there,I have a question: why is the customer inactive but still able to be looked up and selected in the request screen, while in the sales order screen, it does not appear in the lookup table? 

Hi Team,Currently, there is no Search function is available for the Work Group TreeView selector in Acumatica.Could you please help me, how we can configure the search function to the tree selector as highlighted below. Regards,Ramya

Hi,I have a small customisation to populate a few custom fields on PO505000 that works but I have a question on whether this is the most efficient way to achieve the outcome (from a database perspective).The custom fields are highlighted below:  Trans Desc is the TransDesc field from SOLineDescription and Reference are the OrderDesc and CustomerRefNbr fields from SOOrder The code in place to achieve this is shown below: My question is this:After the Unwrap statements on lines 41 and 42, the soOrder and SoLine objects are populated with sum data but no others.  How is this controlled?At line 43 the 3 fields I’m wanting to sour

Hi,  How do I map Ship Via to the correct carrier in Shopify, i.e. I ship something with Estes trucking, I want Shopify to recognize the carrier.