Discussion Forums

I’m fairly new in working on Generic Inquiries, and would like some guidance on how best proceed. I’m attempting to pull in attribute values from inventory item on a quote. My existing table is below:​​​All of the Join Types are set to Inner:When I view the inquiry, it is essential replicating the lines: The quote itself only has 4 items: 

I have 3 seperate Transfer Sales Orders that were completed in the past that are still being calculated in Inventory Planning. Transfers were made, shipments were completed, but when I regen IP the system is still counting the transfer quantity as expected inventory, leading to a lower purchase demand (or no demand).  Are these transactions just a “stuck” transaction, or is there another step that I am missing?

Hi, We’ve recently upgraded an environment from 2023 R1 to 2024 R2. Things appear to be working fine besides some Customization Projects in the Customization Project Editor. It appears that if a Customization Project has a screen, it throws an error when loading the Customization Project Editor window. Here is the error:This happens both on a pre-existing Customization Project before the upgrade, as well as a newly created Customization Project after the upgrade after a screen is created.The look of the menu is off as well in the Customization Project Editor, my guess is the Exception was thrown while building the menu.After doing some digging, I found the following stack trace with the exception matching the error above:Has anyone else encountered a similar issue or know a workaround to edit these Customization Projects? Thanks,Kyle

I have two Generic Inquires exposed to OData. I can use the API to query one of them without issue, but the  other one always fails. In particular, it returns a partial fragment of the results and then the HTTP connection drops with our HTTP library (curl) reporting this error:“HTTP/2 stream 0 was not closed cleanly: CANCEL (err 8)”If I force HTTP 1.1 instead, the behavior is the same, but the error says “Connection reset by peer”.Any troubleshooting suggestions would be appreciated, thank you!

All,I was tasked to modify a customization package created by my predecessor. I’ve made most of the changes easily, but one last seemingly simple detail is hanging me up.We have a custom dialog with checkboxes, and I discovered it was coded with three additional generic checkboxes for future use. These controls are currently labeled Ink 1, Ink 2, Ink 3.We would like to change these to more specific names, but I’ve found no way to edit them. Am I blind or stupid? Maybe both? Screenshots below. :) (the third screenshot is where I tried to override the label text). 24R2. 

We just upgraded to 2024 R2 last night.  We drag invoices into the Incoming Documents screen.  In the upgraded version, we can’t drag in the invoice.  Nothing happens.  Has anyone else experience this or have a fix?I tried disable / enable AP Document Recognition Services and that didn’t fix the issue.

Hi Team, I have a prospect who has a foreign exchange bureau. Is it possible to use Acumatica for this business?Do we have an ISV for the forex exchange business?

Please kindly advise which point that I had do it wrong and please advise. Do I need to create manual Vendor Class on system.Thanks so much 

IDear All, could you please advise which point that I had do it error? Please kindly advise because I don't know which point that I had error. Thanks 

Hello,when i create a shipment, which is not assigned to a specific purchase order, i can upload my serial numbers with the help of the import option.This option is missing when i create the shipment in a purchase order. Is there a possibiliy to activate this option?If there is no option avaiable, what would be another easy alternative to import my serial numbers?Thanks in advance.

Hello, Does anyone know the way to sum a field in the detail section into the foot section based on what is retuned from the SO? I currently am using the SO lines in the detail section, but the total is coming off the invoice record. There are times we need to run this report prior to the invoice being posted, so my total in the footer does not populate until we process the invoice. Any thoughts?   

I have a field called ref number which need to be auto numbered?How to do it. Any Idea?

 Good day Team,I am using the following formula to do a positive pay file using the CSV data provider, with a GI as the provider of the results:=[Results.APPayment_extRefNbr]+','+[Results.APPayment_curyOrigDocAmt]+','+Concat('\"'+[Results.Vendor_acctName]+'\"')+','+'99999999999'+','+'A'the formula is adding quotes to the name of the vendor, under the Export Scenario looks great:650.7500,"ADP, INC.",99999999999,ANo problem, there, but when we export to the Text File, the file shows the following:The system keeps adding an initial double quotes and ending double quote as well as doubling the double quotes on the file when we export the data to the file. I added even the \ on the quotes per several pages I found, but nothing has worked. I really appreciate any help on this. I reviewed the follwoing link:  but that did not helped, we dont have any spaces on the file.Thank you. 

Hi,I need to modify ARTranForDirectInvoice Project DAC.Existing Query In DAC[PXProjection(typeof(Select2<ARTran, LeftJoin<INTran, On<INTran.FK.ARTran>>, Where<ARTran.released, Equal<boolTrue>, And< Where2< Where<INTran.released, Equal<True>, And<INTran.qty, Greater<decimal0>, And<INTran.tranType, In3<INTranType.issue, INTranType.debitMemo, INTranType.invoice>>>>, Or< Where<INTran.released, IsNull, And<ARTran.lineType, In3<SOLineType.miscCharge, SOLineType.nonInventory>, And< Where2< Where<ARTran.qty, Greater<decimal0>, And<ARTran.tranType, In3<ARDocType.debitMemo, ARDocType.cashSale, ARDocType.invoice>>>, Or< Where<ARTran.qty, Less<decimal0>, And<ARTran.tranType, In3<ARDocType.creditMemo, ARDocType.cashReturn>>>>>>>>>>>>, OrderBy<Desc<ARTra

I’m new to development and customization with Acumatica.  I’m attempting to add a new field to Business Account.  It’s going to be a lookup to the Employee records.I discovered that employee records are stored in the Business Account table.  So it’s a lookup back to BAccount for the employee record. Requirements are to setup a secondary owner for Business Accounts.  This is the only information I’ve added to the attribute field: [PXDBInt][PXSelector(    typeof(Search<BAccount.BAccountID,        Where<BAccount.Type,Equal<EP>>>),    typeof(BAccount.AcctCD),    typeof(BAccount.LegalName),    SubstituteKey = typeof(BAccount.AcctCD),    DescriptionField = typeof(BAccount.LegalName)][PXUIField(DisplayName="SecondaryOwner2")]Everytime I go to publish the information I get an error.  \App_RuntimeCode\PX_Objects_CR_BAccount_extensions.cs(29): error CS0426: The type name 'AcctCD' does not exist in the type 'BAccount'Any assistance would be greatly appreciated.

Hi! We have a user who sees an empty contract screen when drilling into a contract. We have checked and have given the user the delete access level for this screen for all the roles she has under the ‘Unrestricted External User’ type. A user without this user type and has the system admin role can login to the customer portal and view the contract fine. We tried matching permission for this screen to the system admin role and had no luck. Any ideas on why the contract screen is empty on customer portal for this user?  Thanks!

I have a scenario where on a daily/weekly basis, a file is being provided with the data (a couple of fields) of all the customers in the same. There are about 10,000 customer records in the system, and running an import scenario and triggering an update on every single one every time will basically result in 10,000 ERP transactions every time I need to import the records. The thing is that a lot (about 70%) of the these customers don’t have real updates to their values, so import scenario is just “re-entering” the same value and saving it. Is there a way to configure the import scenario to skip the update if the values on the record and from the file are the same?

Please kindly advise about Approval Map that Entity Type has only 2 types. Thanks so much  

Hi guys! I have a trobule and I don’t know what happened or how to fix it, if someone have an idea it would appreciate it.During package publishing the system throws the below error exception:I tried to publish the same package in a new instance and the packages was successfully published but I need to fix it in the real instance because the instance needs that package to be publishedCan anyone please guide us out the reason of this exception message or how to fix it Thank you so much!

HiIn Acumatica 2025R1 do we need to change endpoint version ?In Acumatica2024R1 it was 23.200.001In Acumatica2024R2 it was 24.200.001In 2025R1 it is 25.200.001 or 24.200.001 ?

Im on the newer side when it comes to Acumatica but Im looking to add a webhook or trigger an api callout inside of Acumatica when a Customer record is updated so I can push those changes to the external system. I have looked into business events but Im not seeing a way to trigger a webhook or api callout from a Business event. Im also open to other approaches to this

I see many discussions on this topic and I have not seen any successful responses, despite a lot of effort. I would like to tackle this and provide a solution to the community. We simply need remittances to be sent to customers for all payments, whether bill payments or prepayments, sounds simple ... IssueRemittance advice only gets sent when a bill is paid. Prepayments are not sent. For the life of me, I cannot figure out why this is. Notification Template Business EventWhen you view the underlying GI that drives this BE (see below), it includes all payments (bill pmts and prepayments), but only the bill pmts get sent/created. I can’t see how this is possible.In reviewing this configuration above, is there anything that can be identified which would block a prepayment from being created? 

Hello I want to change the color for text in footer section(On Hand, Available, Available for shipping) in sales order screen.Can you please suggest anyone?Thanks,

We’re trying to set up an business event to send out emails to customers following the completion of a Marketing Campaign. However, we don’t want to pester our clients with emails. Ideally, the business event would send out a email to a customer, the customer would read it, and then be removed from the mailing list for a set period of time before being reintroduce the pool of potential recipients. Is this something that can be done within Acumatica, and if so, how?

I have one user can login into acumatica mobile. He has two tenants and in menu saleorder, he can use salesorder menu in first tenant but the same menu in second tenant cannot use it. When he click it show this error. The entry form (ID: SO301000, title: Sales Orders) cannot be automated. Unable to cast object of type 'Wrapper.PX.Objects.SO.Cst_SOOrderEntry' to type 'DynamicInterface.PX.Objects.SO.GraphExtensions.SOOrderEntryExt.SOOrderLineSplittingExtension'. but if I use admin user to access that saleorder menu, I can access both of them. I don’t what’s happen. I test it test server fine but when move to production error like that. And I role back to old version of customize use to work well but it’s still show that error.