Discussion Forums

How would I go about updating user defined fields programmatically?I can’t find any examples or any documentation on how to do this. Found a post showing the below, but I need to update UDF fields on IN Issue, IN transfer and IN Receipts, and none of  them has Answers view.  // iterate attributes on case to set valuesvar answers = caseGraph.Answers.Select();using (var ts = new PXTransactionScope()){ foreach (CSAnswers att in answers) { if (att.AttributeID == "MYATTRIB") { att.Value = "My attribute value"; } } caseGraph.Answers.Cache.Update(answers); caseGraph.Task.Cache.Update(caseGraph.Case); caseGraph.Actions.PressSave(); ts.Complete();} 

Hi, We want to create a new Purchase Order type in the system i.e. Group Outlet PO, so instated of adding new PO type can we rename the existing PO type Standard to Group Outlet PO. Please find the below screenshot for reference and advice.  

I’m having a problem getting the Accrual Sub on my PO Lines - When PO lines are added using the “Add Items” action the Accrual Sub is populated, when the same item is added using the “+” the Accrual Sub is missing…  

I had an employee leave the company who had several hundred open tasks assigned to them as the owner. This is the first time I have had to deal with this since we are relatively new to Acumatica so I was thinking there was already a system tool to do that. I didn’t find one and I was told that Assignment maps might be the way to go but I didn’t see where I could do an assignment map for task ownership. That leaves me with an import scenario.I have created the following import scenario.  Every time I try to run the import scenario I get an error that says “Error: “’Summary’ cannot be empty.”Not sure what I am doing wrong, I am just trying to change the ownership of an existing open task to a different owner. Any help on this would be greatly appreciated.I used another post in the community to try and figure it out but I am still having the issue.How create a Import Scenario to update Owner on the Task Screen CR306020

Hello I m not seeing a default action in the web service endpoints for bills to allow an apply action on a debit adjustment type bill. Can I accomplish this action via the rest api? Applying this debit adjustment to another bill.  

Many Acumatica customers use Microsoft 365 collaboration platform (Teams, Outlook, PowerBi, Office, etc) together with Acumatica.  In this AI era, Microsoft has come up with Fabric, an Analyics platform, and Copilot as it’s AI engine.  What’s Acumatica’s strategy to facilitate these tools to its customers? 

Hey, team - I’m looking to create a IN Transfer in response to the creation of an IN Issue.  When the issue is created, a warning displays stating that the quantity on hand will go negative.  This is because all of the inventory was initially brought into Project X.  The thought here is that when the user goes to create an issue, removing the record from hold would automatically generate a transfer to move the item from Project X to the project noted on the issue.  So far my business event is NOT firing when I remove the issue from hold.  Here’s what I have: The GI:  Pulls data from INTran (joined with INRegister)Data Provider: Import Scenario  Business Event (Conditions) Business Event (Subscribers)  Whenever I remove an Issue from hold (Status » “Balanced”) I want a corresponding Transfer to be created, but that is not happening.  Any suggestions?

I’m trying to add a User Defined Field to the Additional Filtering Conditions table.  I’ve followed the guidelines in this post: It is still not showing up as an option in the table.  Any thoughts?

What user role is needed to create templates in Payroll? My employee is receiving an error message that says You have insufficient rights to access the object (AUTemplateController)I understand where to add them but I am not sure which role . Their current roles are AR-Accounts Receivable, AR Clerk-Access to AR functions, AR Viewer-Read only access to AR Functions and Viewer   

Has anyone been able to delete GL Access Groups that were created within Row Level Security?

 Hi, I’ve tried to adapt the instructions shown in this example for controlling access to releasing Journal Transaction to AP Bills & Adjustments, but I’m not having any success.How to set up Release button for certain users only? | Community  When I look at the user’s access none of their other roles are changing these values, but the user still has access to the Release button on the Bills & Adjustment screen.Am I missing another element that needs to be revoked?Thank you!

Hello,We are revisiting our workflow for generating production orders based on MRP recomendations and looking at ways to automate the process. I have figured out how to automate MRP Regeneration to run on a daily schedule however I have not been able to figure out how to automatate the generatation of planned work orders for manufactured items based on the information in the Inventory Planning Display Screen.  Ideally we would like to generate Planned produciton orders for all items with suggested action dates in the next 6 weeks.   I started off by looking the “Create Supply Orders” button,  but that just seems to take me to the Inventory Planning Display Screen, not sure if that is correct or not.    Regardless I am looking for some input on how to automate this process.We are running Build 23.211.0017

We have incoming mail processing turned on to allow automated case creation when an email comes into our help account. This works great except when the contacts email does not exist in our system. What is the best way to handle these? It would be awesome if the system created the account based on domain and then still proceeded with case creation. We are currently having to monitor the inbox, create the contact and then create the case when this occurs. It also seems the case will not auto create after the fact once contact is in the system. Looking for ideas on how to make incoming mail more efficient for us. Thanks!

What is the best way to handle this scenario using ACUpayOrder create and Card payment was entered, and authorized for the full order amount of order  The item was shipped in two shipments (qty 24 on the first, and 16 on the second), generating two invoices.  When the first shipment invoiced, it captured the amount of that shipment and closed out the payment.  When the second shipment invoiced, it did so as an AR balance on the customer because the payment was closed. 

I want to bulk print the official receiprts (Receivable). Is there any such function? 

Hi all , How can we add Branch ID column to the Grid on Approve Bills for Payment ? 

We are learning the CRM Module.  We are trying to find a Mail Merge function in CRM Leads.  Does this CRM Module have a Mail Merge funciton for sending letters?

So one of our customers has a customization where we added a field for them. They will need to upgrade to the newest version of Acumatica soon. All this customization did was add a field to an AP window. How is that customization field data stored in the database? Could it be lost during an upgrade? Just want to make sure I have a good understanding of this before giving them the go ahead. 

Does anyone notice this? If we have an Unit Price entered first in Change Request and then enter the Unit Cost, the Unit Price will be overriden to the same as Unit Cost. 

Hey guys, this is my first time playing around with views for a generic inquiry we will be requiring for a new legislation coming in.I have used the view in a GI and it has given me the error: ‘Error: An error occurred during processing of the field Base Item Weight: Specified cast is not valid.’.This is my view:CREATE VIEW CBAMCalculator ASSELECT Inv.CompanyID, TranLine.DocType, TranLine.BatNbr, Inv.InventoryID, Orders.OrderNbr, Line.LineNbr, Inv. BaseItemWeight FROM [InventoryItem] AS InvINNER JOIN [AMMTran] AS TranLine ON Inv.[InventoryID] = TranLine.[InventoryID]INNER JOIN [AMBatch] AS Batch ON TranLine.[DocType] = Batch.[DocType] AND TranLine.[BatNbr] = Batch.[BatNbr]INNER JOIN [SOLine] AS Line ON TranLine.[OrderType] = Line.[AMOrderType] AND TranLine.[ProdOrdID] = Line.[AMProdOrdID]INNER JOIN [SOOrder] AS Orders ON Line.[OrderType] = Orders.[OrderType] AND Line.[OrderNbr] = Orders.[OrderNbr]WHERE Batch.[DocType] = 'M'GOThis is my DAC:#region DocType [PXDBString(1, IsFixed = t

Is there a way to clear all translations of an PXDBLocalizableString field in a DAC row?I see no suitable function in PXDBLocalizableStringAttribute.

Use CaseIt might be necessary to override the Convert To Order action in the Sales Quotes and Opportunities screens to modify a logic of copying or to copy a line custom field value from a Sales Quote or Opportunity lines to Sales Order lines. SolutionCreate Sales Order action is present in both Opportunities and Sales Quotes screen. And it has been separated logically to a different class CRCreateSalesOrder and is being extended and utilized from both OpportunityMaint and QuoteMaint. In this article, we will understand how CRCreateSalesOrder extension can be extended to create sales order.  Overriding Copy Sales Quote code to Sales Order In this example, we are trying to extend CRCreateSalesOrderExt graph extension of the QuoteMaint graph in order to fill PO Source = Drop Ship in Sales Order lines where the corresponding Sales Quote line has Mark for PO checked (by default, PO Source is filled as Purchase to Order in a sales order line in this case)The below code adds RowUpdated event

I need to include the name of the last approver in a report as per the customer's requirement. To achieve this, I am using the EPApproval DAC. I sort the records in descending order of the ApprovalID field, which ensures the first record corresponds to the last approver. From this record, I need to retrieve the approver's name and display it in the report. Could you guide me on how to fetch the approver's name effectively and ensure it appears correctly in the report? 

Is there any way to prevent customer discounts from affecting credit memos? We want to create credit memos without the discounts.

HiHow can I pass Class Item description of the inventory id and the sum of  projectreveneue budget.Amount based on the project and customer id in a sub report that is needs to be passed in the group footer of the main report which contains the project revenue budget details based on project id and customer id.I struggle to apply the variable declared in the detailed section of subreport to use it in main report to display     Item Class description     Sum ($ Subreport_amount)Thanks