Discussion Forums

We recently switched to Acumatica Pay/Fortis and have an issue with “No Show” lines a customization we had.The purpose of “No Show” lines is to have lines on the invoice that do not show to the customer.  These “No Show” lines are not stripped out and show to the customer on the Fortis URL.Please advise how we can resolve this. 

Please see the screenshot below. My understanding is that a LBS = 16 OZ, so when the FROM unit is LBS, it should be divided 16 to OZ, which is “To unit”. But why Acumatica shows “LBS Multiply 16 to OZ”, this is very confusing 

My version is 24r2 207 so i am not sure what causing this issue. I logged in as an admin too.

We are a professional services company and we have a unique billing rule that we have to set-up, but I am not sure how to do this. We are still in the implementation phase of Acumatica.The rule that I have to set-up is the following:If the employee works 5 hours or more a day, then we would bill a fixed rate of $5,000. If they worked less than 5 hours a day then we would bill their time at their “normal” billing rate.Anyone have an idea on how to set this up?Thank you.

Acumatica has partnered with JobPlanner and STACK to deliver end-to-end construction project lifecycle support. As a result of these new strategic partnerships, both ISVs are now available with Acumatica Construction Edition.JobPlanner is a powerful project management solution that allows collaboration between general contractors, subcontractors, and vendors.STACK offers one of the most intuitive and highly collaborative preconstruction platforms on the market, designed to help contractors drive growth and boost profitability through hyper-accurate takeoffs and customizable estimates. Learn more on the associated Acumatica Marketplace listings and contact your Acumatica VAR for demos or pricing information.

I work as a Client Relations Specialist at my company, which is new to Acumatica. Our Operations Manager suggested that we begin learning the system before it goes live. My job is taking orders mostly from POs and answering clients questions. I was curious about which learning path I should start with, especially from those who have already gone through the process and were in a similar position.Thakn you.

I would like to send emails with links that open up the ACU mobile app to a screen and record. The only way I have found to do this is with a Push Notification, however this is not an option for me.A use case for this is when a reminder is sent out to a field employee the link takes them to the web app, when the mobile app would be much more functional and appropriate.I think the technique is called deep linking. I am not sure if this requires development to work with the mobile app or is even a feature. Please advise if this is possible, and if not lets please add it to the feature request list. 

Some online services like Facebook and Amazon give users a choice, when clicking on their URLs contained within emails, of navigating to the pages in a browser or choosing to view them in their mobile app. Is there a way to accomplish this with Acumatica?  We've configured notifications containing URLs providing quick and easy access to forms in Acumatica.  For example, an email notifying someone that a subcontract awaits their approval contains a link to the subcontract in Acumatica.  We would prefer, when a user clicks on such a link in an email on their mobile device, to be given the option to open it in the Acumatica app instead of the browser.

Maybe I'm missing it, but would like the ability to have sales order invoices sales post to an acct and/or sub specified on the project.  In this situation, customer location may get serviced by different company locations (subaccounts) and would like the revenue to be credited to these locations/subaccounts.  I know in Posting Class Acumatica added options to pull acct/sub from Project but this is not available in Sales Order Types. Thoughts anyone?

if I have a large shipment, can we partially pull it, confirm out what was pulled, then resume pulling?sometimes we get shipments that are 100+ lines, takes multiple carts/pallets to pull and sometimes multiple days.  it would be helpful, if once the order cart was full, we could confirm out that portion, and then resume pulling. similar, if the order puller calls out the following day without finishing their shipment, I would like to confirm what they pulled and assign the remaining lines to someone else.currently are work around, is requiring orders to be limited to 30 lines. this causes more work when we are wanting to automate replenishment orders. someone has to manually go into the order and separate it into multiple orders.

  Alright, not sure where to begin troubleshooting this so I thought I would bring it to the group.  I have created a pretty simple dashboard to highlight FLM Appointments that are over 1 day old for a certain Service Order Type.  The filter that I have created seems to be working from a number return but the drill down doesn’t match the number return.Screenshots:  The Result of 2 out of the 5 being over 1 Day Old is correct, I have went and manually validated that, but when  I click into the drill down it only gives me one result.  Any Thoughts? Thanks,Chris Lower

The Customers form already displays a few fields that are actually stored on the Default Customer Location record (like most of the detail on the Shipping tab).  I had a custom field (in DAC, not a UDF) on the Locations table for a drop ship ID that our primary vendor provides for each customer location (Location.usrDropShipID).  I’d like to add the drop ship ID for the Primary Location on the customer to the Shipping tab, so that we can populate it during customer setup, just like we do with default warehouse and default Ship Via.Since the screen is already pulling in data from the default location record, I’m hoping this is as simple as (somewhere) defining this additional field for the form, and then adding it to the Shipping Instructions group just like if I were adding in a stock field from the Customer record.

Ok, I'm sure I'm missing something super simple. i have a report that I want to summarize open/unpaid balances for a customer where certain Sales Orders are Flagged (with a manual) Checkbox. I have the schema and all data flowing properly in the report EXCEPT when it comes to totaling the report.   I assumed that I could accomplish this with grouping, but that doesn't seem to work.In the report you can see i have 2 Sales Orders.  The report should calculate the total unpaid, but it is circling through and adding up the unpaid balance from ALL the lines on the SO.  I thought if i put the 'totals' in a group and grouped by Customer AcctCD that it would sum at that level but I"m obviously missing something:  

How can, I prepare a GI showing Item, Qty Sold, Qty on Hand, and days of stock in Acumatica ERP

I am posting this topic as a discussion because I am doubtful there is a answer to this issue that can be provided in the forum, and I don’t want to post a topic that will not have an answer.  This drives Chris crazy.  :-)I customized the Projects screen so that I can “filter” the results that show up in the Attributes tab.My customer has over 2000 project attributes.  Yes, you read that correctly, over 2000.I created a cross reference table that links project attributes to the Project template.  When a template is selected, I overrode the Answers view to discard the attributes that are not linked to the template.In my override, I get the current PMProject from the cache.  I then store the template ID from that record into a variable to be used later in the override to do the filtering.When the screen is first loaded or refreshed, there is only one record in the PMProject cache.If you make a change to an attribute value and save the screen, another project gets added to the cache.In my

When querying the Activity entity I am able to retrieve the RelatedEntityDescription field.However, filtering Activity by RelatedEntityDescription leads to an error as shown below.http://52.168.110.150/AcumaticaNew/entity/Default/23.200.001/Activity?$select=RelatedEntityDescription&$filter=RelatedEntityDescription+eq+%27Test+Value%27&$skip=0&$top=1000This looks like a bug from the API. Is there any solution to this? If not, is there a way to detect such fields? The swagger definition does not contain any information on such columns.{ "message": "An error has occurred.", "exceptionMessage": "Invalid column name '[Activities_CRActivity].[Source]'\r\n", "exceptionType": "System.Exception", "stackTrace": " at PX.Data.PXSqlDatabaseProvider.throwInvalidColumnName(SqlException e, IDbCommand cmd) in C:\\build\\code_repo\\NetTools\\PX.Data\\Database\\MsSql\\MsSqlDatabaseProvider.cs:line 483\r\n at PX.Data.PXSqlDatabaseProvider.<ExecuteReaderInternalAsync>d__24.

I am trying to add line items to an existing order via the API.  I am able to create orders with line items via the API, but I have found that if the number of line items is too high, the process times-out/fails.So I am attempting to create the order header, then loop through the line items and add them in batches of a certain # of lines (TBD, possibly 100).  My script is creating the order header no problem, but I can’t get it to add any line items.  This is the error msg:Specified argument was out of the range of valid values.\r\nParameter name: Invalid uri structureThis is the URL:  https://xyz.com/entity/Default/22.200.001/SalesOrder/1712261/DetailsI then modified the URL to be: https://xyz.com/entity/Default/22.200.001/SalesOrder?$expand=Details&$select=OrderType,OrderNbr,Details/OrderQty,Details/InventoryID,OrderedQty,OrderTotal I do not get an error with this 2nd URL, but it just hangs.  My script hangs and I do not see activity in Acumatica.  This is the request payload: {"

-I am trying to do as the book guild and video. I am testing it many times but it still the same error. why in the video and book, it shows can import. Please advise why I am can't do. -If all of have the excel file sample about AR, Customer, Vendor that can import successful in system May I, have it? because I have customers that need to import excel file to show them for demo in the next week. Thanks so much

I am getting errors on a few move transactions in an environment that just went live. This is only happening for a few orders. Ideas? 

I add more role though combo box value. but it seems not working.Please advise on how I can add more role~

Im trying to import 1 decimal value (a quantity of a kit at a particular location) from a GI table that has parameters. I dont know how to convert from the result to a single value? The below code doesnt work.   Dictionary<string, string> parameters = new Dictionary<string, string>(); parameters.Add("SiteID", row.SiteID.ToString()); parameters.Add("KitID", row.InventoryID.ToString()); PXGenericInqGrph gi = PXGenericInqGrph.CreateInstance("KitBuild3", "KitBuild3", parameters); PXResultset<GenericResult> results = gi.Results.Select(); GenericResult result = results.FirstOrDefault(); //var kitQtyList = results?.Cast<GenericResult>()?.ToList()?.Select(r => r.Values["KitQty"])?.ToList(); decimal? kitQty = Convert.ToDecimal(result.Values["KitQty"]); 

Im seriously struggling with trying what i think is quite simple. Ive posted several times a similar question but none of the answers have worked.. I’ve built a farely basic GI “KitBuild3” (though it does reference other GI’s per the 2024r1 changes)which returns Im trying to read the single value KitQty(later I will work out parameter based on SiteID/InventoryID of the SOLine if it ever works)PXGenericInqGrph gi = PXGenericInqGrph.CreateInstance("GI640596", "KitBuild3"); PXResultset<GenericResult> results = gi.Results.Select(); string test = ""; foreach (GenericResult resultRow in results) { object oformula = (Dictionary<string, object>)resultRow.Values; foreach (KeyValuePair<string, object> kvp in (Dictionary<string, object>)oformula) { if(kvp.Key.ToString() == "KitBuild2") { test = tes

Ive created a PXProjection DAC and Im just trying to multiple a field by a constant (for now). The PXFormula field of DfltCompQtyCalc keeps returning null no matter what I try? It works when I remove the Multiply<> operator. Also if I just define the PXFormula<index1>.. I get a list of 2’s so the constant is fine also? Why cant I multiply the two!!  using System;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Data.ReferentialIntegrity.Attributes;using PX.Data.WorkflowAPI;using PX.Objects.CM;using PX.Objects.Common.Attributes;using PX.Objects.CS;using PX.Objects.GL;using PX.Objects.IN;using PX.Objects.PO;using PX.Objects.SO;namespace AutoKitAssembly{ [Serializable] [PXCacheName("KitAssy_Sub2")] [PXProjection(typeof(Select2<INKitSpecStkDet, InnerJoin<KitAssy_Sub1,On<INKitSpecStkDet.kitInventoryID,Equal<KitAssy_Sub1.kitInventoryID>,And<INKitSpecStkDet.revisionID,Equal<KitAssy_Sub1.revisionID>>>&gt

We’ve created a simple BLC object named SOShipmentMutex. We are editing it via a listview page with a custom DAC.When we delete a row from the Shipment Mutex grid via the UI, it deletes successfully.  However, when we try to delete via the REST API, the delete is not performed.  The RowDeleting event is hit when using the UI, but it is not hit via the API.We are able to successfully add a new row via the API, but delete is not fired.Can someone help us figure out why we can’t delete via the API?  public class SOShipmentMutexMaint : PXGraph<SOShipmentMutexMaint> { public SelectFrom<SOShipmentMutex> .View ShipmentMutex; public PXSave<SOShipmentMutex> Save; public PXCancel<SOShipmentMutex> Cancel; protected virtual void _(Events.RowDeleting<SOShipmentMutex> e) { var row = e.Row; } }  [Serializable] [PXCacheName("SOShipmentMutex")] public class SOShipmentMutex : PXBqlTable, IBqlT