Discussion Forums

I completed the T210 course and proceeded to apply it to a real world use case where I need multiple custom fields attached to a specific class of Customer.  Rather than the user field approach, which will enhance Business Account and extend those fields to all related entities using the shared DB table, I want to use a custom table to limit the storage to Customers only. It doesn’t seem to work on Insert though.  Is there something additional that needs to be done to insert a new record in a custom table from a graph extension? I don’t remember doing that in T210 for the custom tab on the Stock Items screen. I have the PXDBDefault and PXParent attributes assigned.  Aren’t they supposed to facilitate insertion as well as other operations? On Create, with an explicitly assigned Customer code, I get the error “BAccountID can’t be null”, but if I manually insert a record from SSMS after create, everything works fine.What did I miss?  Thanks.Here is the start of the DAC definition:using Sy

Is there a way to set the Activity screen to not have the "Track Time and Costs" and "Billable" check boxes marked when creating a new activity from a project?  We would like to have it that the user would have to check the boxes if they apply instead of them automatically being checked to start.

Hello,Is there a way to set the “Export” button on screen AP305000 to only work one time? Long story short, we accidentally sent duplicate ACH files from our system because that button was clicked again after the ACH file had gone out. I have a feeling it can be done with a customization project, but wanted to check in with the community first.Thank you,Justin Long

When I go to our Storage Details By Item Warehouse Location GI I initially get a list of all of the stock items as seen below But when I filter by warehouse, no stock items are found. II think the GI just got edited and messed up I wasn’t sure if there is an easy way to get the default settings for this GI?

What happened to "SELECT ON MAP” functionality? We just upgraded from 2023 R2 to 2024 R1 and the “SELECT ON MAP” button has disappered. We now have only “VIEW ON MAP”, which does not verify addresses as "SELECT ON MAP” did. 

Hi Community!Anyone else having trouble publishing the lot serial attribute github customization for 24r1? I’ve been using this customization for years but not I’m getting this error when trying to publish: Error during file upload: Object reference not set to an instance of an object.This is for 24.104.0008

Is there a way to retrieve a stock item that was deleted in error?

When creating an email activity off of a Case record, an error is returned. Email cannot be saved or sent. When attempting, the following message displays: "An unhandled exception has occurred in the function 'MoveNext"." trace log exception message: "Object reference not set to an instance of an object". It is happening on every case currently.  

How will i edit this info Attention without overiding?

Dear community,This discussion thread is reserved for the post-session questions and follow-ups.Thank you!

Business event: Daily Appointment Status ReportTrigger by ScheduleRaise Event for Group of records – being the Branch Location. I have created a GI that group Appointments per Branch Location. I want all the Appointments per the Branch to be send out to the branch manager. The GI show data correct. The Grouping by records does not seem to perform how I expected this to work. I am expecting the Business event to trigger for a group of records and to send out one email containing the grouping records, i.e. table format with all the data per the grouping.The Business event triggers, however it send out an email per the Appointment and not per the Branch Location Is this possible or do we need to create a report or Velixo to group the data.

Hi everyone, We paid overpaid a vendor for an invoice.  The vendor sent us a check to refund the duplicate payment, and the check has been deposited in our bank account.  How do I enter this check in AR so it will be included in and match the daily deposit amount on our bank statement when reconciling the deposits in Acumatica?  

Is it possible to reverse a voided check in AR

Has anyone been able to successfully add FedEx Freight API into their system? We currently have two account numbers, one for small package and one for Freight. I have not been successful at adding a second plugin / carrier for FedEx Freight. 

I am trying to uncheck boxes on Item Warehouse Details that had previously been set to allow for Reorder Point input - now client wants override removed  But 0  I cannot get import scenario to remove the check - import runs with no error - but does not remove check 

I'm working on an inquiry screen that's mostly a copy of the Inventory Summary screen (IN401000), but I'm trying to open it up across branches. The existing screen does its search within a private method of the graph that contains a lot of code that builds up the results in buckets and aggregates, concatenates, and totals it. I subclassed that graph, and overrode the protected level to wrap it in a PXReadBranchRestrictedScope, but it's not returning data from multiple branches. The results are returned in a special Result IBqlTable class that is filled manually and doesn't have a BranchID defined, so I created a cache extension that adds it, and I fill it manually. So right now, I'm guessing that either the private method is ignoring the PXReadBranchRestrictedScope, or it doesn't work when BranchID is on an extension of the result class. Below are the skeletons of my classes. Any suggestions on getting it to work? public class ItemAvailByBranchInq : PX.Objects.IN.InventorySummaryEnq {

Hi All, customer is on 2024R2 update 2, when we try and use shipengine with the integrated carrier “APC” we get the following error message when trying to confirm a shipment   have contact filled in, company filled in, warehouse filled in, have asked the customer to use the APC portal direct to highlight any fields that look like they maybe called “name”Trace brings back the system exception below  { "request_id": "56d7759a-36fb-4b0a-a221-9c0294ea1419", "errors": [ { "error_source": "shipengine", "error_type": "validation", "error_code": "field_value_required", "message": "'name' should not be empty.", "field_name": "name" } ]} Stack Trace: at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at ShipEngine.ApiClient.Client.ApiClient.CallApi[T](Method method, String path, RequestOptions options, IReadableConfiguration _) at ShipEngine.ApiClient.Client.ApiClient.Post[T](String path

I am trying to follow the new help information supplied with 2024R2 about UNION and UNION ALL Operations in Traditional BQL. I used the provided examples in my local installation of 24.203.0023, but validation fails with the following:[2025-02-03 23:59:16.687] \App_RuntimeCode\DACUnionTest.cs(101): error CS0311: The type 'testUnionDAC.Storage' cannot be used as type parameter 'TMapTo' in the generic type or method 'BqlTableMapper<BqlTable, TMapTo>'. There is no implicit reference conversion from 'testUnionDAC.Storage' to 'PX.Data.IBqlFieldMappingResolver'.[2025-02-03 23:59:16.687] \App_RuntimeCode\DACUnionTest.cs(109): error CS0311: The type 'testUnionDAC.Storage' cannot be used as type parameter 'TMapTo' in the generic type or method 'BqlTableMapper<BqlTable, TMapTo>'. There is no implicit reference conversion from 'testUnionDAC.Storage' to 'PX.Data.IBqlFieldMappingResolver'.[2025-02-03 23:59:16.690] \App_RuntimeCode\DACUnionTest.cs(101): error CS0311: The type 'testUnionD

We are getting ready for go live shortly and were planning on using both Zebra and Android devices for manufacturing and warehouse. How have others managed user logins for mobile devices. The app can store different user logins but it seems like it might be cumbersome having users toggle to there own login as the do different jobs on different devices.  

Hi All,  One of my team members, Michelle Hesketh, created a ‘How To” blog article on Landed Cost and Complex Calcuations.  I hope you all find this information helpful. Imagine you run a company headquartered in Puerto Rico with an additional location in Jamaica. When you ship items from Puerto Rico to Jamaica, what should be a simple cross-company sale suddenly becomes a massive landed cost calculation. Every item you ship to Jamaica is subject to freight, customs, duties, and tax charges – and that drives up the average price of those items.  Problem: It is not uncommon for a “straightforward” landed cost transaction spreadsheet to contain 70+ lines, resulting in hours of manual entry!Solution: With just a little bit of initial work, it is easy to configure landed costs in Acumatica, saving hours of work and reducing errors. Summary of Steps (for more detail, see the full guide below)Create a new landed cost code Link a vendor to your landed cost code Decide how you want to enter la

How do I access submittals on the mobile app?

Hello all! Some client are reporting that their clients are receiving their AP EFT Remittance as .dat and not .pdf.Some measures I took were to force it in Acumatica to the following settings : I also verified the Business Event and it is set to PDF. Is there something I’m missing? 

Currently the Rough Cutting Planning only schedule production to Work Center level. For the machine level, it treat all machines in the Work Center as total and evenly distribute the work load to all machines. For example, Work Center WC01 has 2 machines MACH01 and MACH02, If a production order operation need 2 hours. The Rough Cutting Planning will evenly allocation 1 hours to each machine MACH01 and MACH02.Our client wants the scheduler to allocate work load to first available machine. In above example, they want 2 hours allocate to MACH01. Then next production may allocate to MACH02.I checked the Rough Cutting Planning source code and found the graph ProductionScheduleEngineAdv do the processing of the schedule. For example ProcessOperationMachines do schedule to machines. But most of functions in this graph is private. Does anybody modify the scheduler to machine level?

I am struggling to find how to give a role access to add vendors to stock items, What node/nodes do I need to add insert rights to?  

Setup:Turn on manual numbering for Sales Quotes Make a web endpoint for Sales Quotes with OpportunityID and QuoteNbr mapped along with either of two mapped actions: PrimaryQuote or MarkAsConverted (QuoteEndpoint customization attached) Create an Opportunity Create two Quotes on that OpportunityWhen I attempt to mark the first quote as primary via POST request to /entity/Quote/0.1/SalesQuote/PrimaryQuote:{ "entity": { "OpportunityID": { "value": "261044" }, "QuoteNbr": { "value": "261044R00" } }}I get this error response:{ "message": "An error has occurred.", "exceptionMessage": "Object reference not set to an instance of an object.", "exceptionType": "System.NullReferenceException", "stackTrace": " at PX.Api.ContractBased.EntityService.Invoke(ISystemContract systemContract, String version, String name, EntityImpl entity, ActionImpl action, CbOperationContext operationContext, Boolean throwOnError)\r\n at PX.Api.Con