Discussion Forums

We cannot attach a picture to a Purchase Receipt via the mobile app and this is critical because more than 50% of our receipts are done on the job sites and we need to attach the packing slip to the receipt

Hi there, I have tried the steps shown here to enable the custom field in Purchase Receipt screen on the summary area. I have replicated all of the workflows and added the fields on the Released state as shown below but it am unable to get the desired result: 

I have 3 different unions with different wage rates dependng on which machine they are operating.  I use the Union Locals Screen to show each Labor Item(piece of equipment) with a wage rate.  These rates go up for next weeks payroll so I need to adjust the rates and effective date.  I can export to excel to change the rates and dates in mass but I do not see a way to import this info back into the union Locals screen.  I do not wish to manually do this for 100+ entries.  Is there a way to import this info back into this screen? 

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

Hey all,I have a situation with a document discount that when an Invoice is Copy ‘n Pasted it creates a copy of the discount.  I read this article, which is helpful, but I feel I’m missing something because nothing I’ve tried has worked.I’ve set a PXCopyPasteHiddenView in a PXGraphExtension<ARInvoiceEntry> class:[PXCopyPasteHiddenView]         public PXSelectJoin<ARInvoiceDiscountDetail, InnerJoin<ARInvoice, On<ARInvoice.docType, Equal<ARInvoiceDiscountDetail.docType>, And<ARInvoice.refNbr, Equal<ARInvoiceDiscountDetail.refNbr>>>» Discounts; I’m wondering if my PXSelect/PXSelectJoin is incorrect and if so what should it be?Thanks all!

I have my original BoM import for our items but now realizing that I should have had all of our materials have backflush = FALSE. I’m assuming I can update BoMs via an import but I’m not sure how to.I apologize for the piecemeal images I was just taking the original BoM Import and making lines inactive that I didn’t need and only showing the active lines here.They are in order. Thank you!

I’m implementing  PX.CCProcessingBase.Interfaces.V2.ICCProcessingPluginAs per the documentation and description herehttps://help.acumatica.com/Wiki/(W(4))/ShowWiki.aspx?pageid=927a2a44-ebe5-4c98-a277-7027f4e073a0and the definition herehttps://help.acumatica.com/(W(8))/Help?ScreenId=ShowWiki&pageid=8e6c3962-2ae0-63b9-ab25-2e32abeb701f When I try to implement the functionIEnumerable<SettingsDetail> ExportSettings()I’m getting the below error, although I implemented it to return IEnumerable<SettingsDetail>error CS0738: 'CyberSourcePaymentPlugin' does not implement interface member 'ICCProcessingPlugin.ExportSettings()'. 'CyberSourcePaymentPlugin.ExportSettings()' cannot implement 'ICCProcessingPlugin.ExportSettings()' because it does not have the matching return type of 'IEnumerable<SettingsDetail>'.Not sure why I’m getting this error, here is my implmentationpublic IEnumerable<SettingsDetail> ExportSettings() { // Create a list of SettingsDet

Hello:I have a requirement to generate a “signature” in the body of an Event in Acumatica as a default when creating a new Event.  There does not appear to be an option to select the “source” for an Event, so I am attempting to code it.  I have been able to get the currently logged in users name and set it using the below code:namespace PX.Objects.EP{  public class EPEventMaint_Extension : PXGraphExtension<EPEventMaint>  {    #region Event Handlers    protected void CRActivity_Body_FieldDefaulting(PXCache cache, PXFieldDefaultingEventArgs e)    {      //var row = (CRActivity)e.Row;      var userId= PXAccess.GetUserID();      var displayName = PXAccess.GetUserDisplayName();      e.NewValue = "<br /><b>Name:" + displayName + "</b><br /><b>Phone:</b><br /><b>URL:</b>";    }    #endregion  } };However, I am also needing to get the currently logged in employee’s Business 1 phone number and Web address to complete.  I imagine this w

Hi everybody.I’m trying to modify a GI but i cannot get it to work the way i want.what I want is for this column to be displayed as the "mold" column (with dashes) 

Why does Service Time get deleted from the log when reopened? Specifically, when a person other than the individual assigned to the appointment uncloses or reopens the appointment. Is there a way to keep this from occurring?

I’m looking for clarification on how to configure Field Level Auditing. How do you know which Tables and Fields to select on the Audit screen? Example:I wanted to audit changes to the SALESPERSONS tab of the Customers screen, which corresponds to the “CustSalesPeople” table. I tried to set up field level auditing by selecting the relevant Table and Fields on the Audit screen, as advised in the wiki. I only wanted to track changes to the Customer Salespersons table, so I only selected that Table. However, none of my changes were tracked with this config. Through some trial and error, I was able to get the audit working by also selecting the BACCOUNT and CUSTOMER tables.Can anyone explain why I needed to select these additional tables? Understanding this would make setting up auditing much simpler in the future. Thanks!

Is there a way to print multiple pro forma invoices at once? I tried adding “Print” to the Mass Action tab in the Pro Forma GI and it resulted in only displaying one report/print screen at a time. 

I would like to have the notes associated with a transaction to print on the same line on the reconciliation statement report. Which field would I have to include on the report to achieve this?   

we have been doing our due diligent care testing acumatica manufacturing, it seems this module does not meet our environment need, below are missing:splitting labor ticket clock entry does not provide a field where laborer could input bad QTY or scrap QTYi am curious if anyone using Acumatica manufacturing and how they solve the problem? -Zoey 

I set up a shared filter on a GI screen, but now it is showing up in unrelated places like the source data screen for ARTRan. The GI does not make use of the ARTran table. Any reason why?Filters:GI Results Screen:  Unrelated DAC Source Data: 

Our construction company is new to Acumatica.  When we look at our subcontract log, we would like to have a column for project so we can filter by projects.  We are trying to add the Project ID number to this generic inquiry however when we do we get no results. The Screen ID is SC3010PL. Any ideas you have would be much appreciated!Kay HoweCFOkhowe@stockmeister.com740-418-5250 

For the Production with Outside Processing process, can we partially receive stock items and have them show On-hand in the warehouse with the purchase order on Open status?  I’ve done all the steps as guided, but on step 10, when creating the Move transaction, the received stock items don’t show up on the warehouse (on-hand) until the purchase order status is changed to completed or closed. We would like to have the purchase order open and continue receiving items from the vendor until the order is fully received. Are there any settings/steps that I’m missing?  Thank you,  

I would like to know if there is a way to show the total Order weight for all items on a Sales Order. I see that there is a section under Totals>Freight Info but Ideally I would like the weight to calculate prior to shipment being created and currently it is zero. Thoughts?  

Our construction company recently went through implementing Acumatica. I have Bills and Debit Adjustments that have been closed but still show on my AP Aging because there was retainage that was unreleased when the Debit Adjustment was applied to the bill. Is there any way to undo this?

I have added a field (Profit Center) to the Sales Order header and detail tables. After requiring the field on the header, that field is then used as the default for the corresponding field when the user is adding detail lines to the sales order. This functionality is correctly working for all scenarios EXCEPT for the very first record when the header is unsaved.. Once the header is saved, then upon creating a detail record the field is correctly defaulted. Both fields have the same underlying data and work as intended on their own as selector controls.  Here is what is weird.. When entering a new header and before saving once you add a record in the Document Details grid, the first record does NOT default correctly. If you delete that record and then use the Add Row button, the new record now defaults correctly.  Here is the code for the SO.SOOrder DAC extension:[PXDBString(20)][PXSelector(typeof(Search<ReasonCode.reasonCodeID, Where<ReasonCode.usage, Equal<ReasonCodeUsages.s

Hi, We have a field that allows for multiple codes to be selected. These codes are attached to descriptions in a table. There can be up to 20 codes in the field and the codes have differing lengths.The field ends up looking like COC; DC & CT; First Article Samples My task is to have the descriptions associated with each segment print on the PO form. I am unsure of how to process the field to get the descriptions. or how to do the join to the table that has the description. Any assistance will be appreciated!

I have an odd issue with my customization projects, where first publish will have the customization show up, but any changes to the code and then re-publishing will *sometimes* cause the customization to vanish. Version is 2020 R2, build 20.208.0031, using a local test installation. I have 2 customization projects, one with SQL views (5 DACs total), another with Attribute lookups (5 total) used for reporting. The code for the SQL views is the default code Acumatica generates, with the addition of adding the key field. Occasionally I need to make a small change to the SQL views and I edit the code to re-add one of the views. However, sometimes when I republish they just don’t show back up under generic inquiry or in the report design schema. I delete and re-add, sometimes this will fix it, sometimes it doesn’t. I receive no errors when publishing the project and get the message about the website being updated. Exiting and the page refreshes showing each of my projects published, but sti

We currently have our Empty Item UOM in our Project Preferences as HOUR. We are trying to change this so our Empty Item UOM will be EA. When we try changing this, we get an error message saying that the Project records could not be updated due to at least three fields being empty; Allocation Rule, Billing Rule, and Branch.Going through all our projects, the only project with empty values is Project X, the Non-Project code Project.We are unable to update the fields of project X since it is a non-project, and were unsuccessful in trying to make the three fields not required through a customization project by both removing the PXDefault from the fields and trying PersistingCheck = PXPersistingCheck.Nothing. Any help would be appreciated, our next step is putting in a ticket.

Hi,I'm noticing more and more that there are big buttons in the mobile app. I wonder how to add some to my customization? for now the ones I'm adding are in the [...] button of top right.THANKSEmployee Time cardExpense Claim 

I have a multi-tier approval map set up by the amount of the Bill.  Everything that I am reading says that Prepayments should generate an approval but mine doesn’t until it is applied to the Bill.  Can we not use approval maps for Prepayments?