Discussion Forums

Hi All,Is there any way we can update or change the salesperson of a released invoice without cancelling that invoice and re-issuing a new one?

Hello all,I have a scenario where I have multiple projects and have around 10 employees working on each of these projects.Now it is not mandatory that all these 10 employees would have a different rate for all these projects. Only 2 or 3 employees, lets say, would have a different rate whereas the rest would follow the standard rates. I came to know about the rate tables, rates types, rate lookup rules , but in case where I am looking to not upload the std rate each & every time whenever a new project is added. I am only looking to add a new rate for those employees who will not be going to follow the std rate.How can I setup the Amount calculation formula under Billing rule? Thanks in advance.

We want all of our MTO production orders to be linked the sales order. I also want our Production Orders for Subassemblies to be linked back to the top level production order. Inventory Planning Display of course see’s the demand but created production orders with no link. Since these items are strictly made to order, this is essential for business.Is there anyway to setup Acumatica to have this occur when a Stock Item is MTO? Or do we need to stick to using Create Purchase Order screen (AM510000)? Any help here would be greatly appreciated.

Hi, All. Is there a way to update the sandbox with the latest data for testing? If anyone can guide me on this, it would be greatly appreciated.

Hi Guys, I am wondering if there are any known issues to do with Access Rights and setting them through the Access Rights By Screen.We had an issue where a sales order was deleted, I then changed the access rights for the sales order screen to insert rather than delete.In turn, this removed the Create Shipment action from view for all of our team…I then reset back the access rights to Granted for the Sales Order ModuleDelete for Sales Order ScreenDelete for the Sales Order (DAC?)Then Edit for the Create Shipment action, both CreateShipment & CreateShipmentIssue. Is this expected behaviour for this, if not what should my next steps be?I have raised this with our VAR but not had a reply for a few days.Any advice would be great! Aleks

How are cells in an excel file mapped so that when you “load records from file” Acumatica knows which cell to map to which field in Acumatica?The values don’t appear on the dropdown menu to select the mapping so I suspect there is config in the backend that needs changed to enable this to work.  As an examplePO Screen Excel file: Load records: When I try to import the file again with the edits, I get as far as here then most of the columns aren't mapped and you can see from the dropdown the only ones which are 

 I’m working in a Trial Version of Acumatica.  I’m working with Generic Inquiry, the SO-SalesOrder inquiry.  When I press the VIEW INQUIRY button the Sales Orders screen appears with no data.  Then this message at the top of the screen: Message after the VIEW INQUIRY action if pressed. I am logged on as Admin. This happens with other Generic Inquiry’s.  What rights are absent? Thanks,Tom

In T220 When Created Screen RS301000 when we publish it and then preview changes its showing Parameter Cannot be Null for VirtualPath but that Virtualpath is there. 

To get the data from StockItem Entity - we have this one const ACUMATICA_API_URL = `https://client.acumatica.com/entity/EndpointName/EndpointVersion/StockItem/${stockItemId}?$expand=RelatedItems`;This works and I get these data. And I got this new SyncDetails (or SyncHistory) entity: I’ve tried this URL: https://client.acumatica.com/entity/EndpointName/EndpointVersion/SyncHistory

Hi Everyone,In the Purchase Order, I would like to override the Base Acumatica (POLine_RowDeleting) event to bypass a validation. I tried with the RemoveHandler but still it is hitting the Base event.Can you please provide sample example to override the Base Acumatica event.  

I’m currently testing some minor changes to our Invoice form. We have some cases where there is a line on the Invoice form that is not on the Sales Order form, which is fine. However, I can’t seem to get the Invoice line to print after the SO lines.I’ve messed with the group, sorting, etc. and it still didn’t adjust. Even in the ARTran table the line on the invoice is the last record entry. How can I get the report to sort in the “proper” order. Thanks! 

Hi, We are using Cooper Black and Calibri font in report, whenever we preview the report it shows up fine also the output PDF file works fine in all the browser but when we tries to open the PDF in Acrobat Reader (Adobe) it throws an error “Can not find or create font ‘ACUMAT+Cooper Black’. Some characters may not display or printed correctly” with inappropriate output (Attached screenshot for reference).However we tried opening other file having same font and it works fine, it also works with other report output.Kindly help to rectify this issue..

Error: Class, Sub Class of [DiscTakenSubID] do not exist in the system.

Hi,There is a sales order which does not tally the line taxable totals and the summery taxable totals. It correctly shows in the taxes tab and the totals tab.  This is a one time issue which cannot be replicated. Do you have any ideas on possible reasons and a way to correct?Best Regards,Dulanjana

I have customized purchase orders screen, add an extension to POLine DAC and add two fields. public class POLineExt : PXCacheExtension<PX.Objects.PO.POLine>{ #region UsrInventoryItemClassID [PXInt] [PXUIField(DisplayName="ItemClass")] [PXDBScalar(typeof( Search<InventoryItem.itemClassID, Where<InventoryItem.inventoryID, Equal<POLine.inventoryID>>>))] public virtual int? UsrInventoryItemClassID { get; set; } public abstract class usrInventoryItemClassID : PX.Data.BQL.BqlInt.Field<usrInventoryItemClassID> { } #endregion #region UsrInventoryItemClassCD [PXString(32)] [PXUIField(DisplayName="Item Class Description")] [PXDBScalar(typeof( Search2<INItemClass.itemClassCD, InnerJoin<InventoryItem, On<InventoryItem.itemClassID, Equal<INItemClass.itemCla

If yes , How and When ?If no , Why ?

When the values are greater than Zero the sub report works well but not when its Zero.When its Zero I want to show $0.00, but its showing blank. Is there anyway to show this report as $0.00Any Suggestion would be helpful.   

I have added a ‘project completed percentage’ to a report, PMProject DAC and PMProjectRevenueTotal DAC has a relationship, But when I add that field to the report it is not display the value, other fields of this DAC also visible in the report.How can I fix that? 

I have a list of purchase receipts . I guess some of those purchase receipts are manually created in Acumatica in the Purchase Receipts screen. How to segregate the purchase receipts that was created manually from the list of all Purchase receipts.

We have a situation where purchase orders have to be generated based on sales orders, however the purchase order cannot be made until after the sales order has been invoiced.  Only after the invoice has been generated and sent to the client is the purchase order made.  This means that we need to sell the item before it is received.  However if you mark for PO a line in the sales order, you cannot invoice that sales order line until the purchase order has been received. I am wondering if anyone in the community has run into this before.   Any suggestions on how to generate purchase orders from invoiced sales orders without having to create the purchase orders manually.Thank you.

Hi,I have a question. I have multiple tabs in my screen, also all the tabs have different table. ( multi-DAC Scenario) and when I have use PXOrderedSelect  on the multiple tabs so that I can perform drag and drop on tabs., but still it works for single tab only.As you mentioned in above solution that PXOrderedSelect  can be use for multi-DAC scenario, but in my case it is not working.Any suggestion or solution for PXOrderedSelect  to be worked for multiple tabs. Thanks,Dhruv

 Hi~I was trying to reopen the lost Opportunity from Import Scenario, But I faced the error below.I tried to manually reopen it, and it succeeded. I also tried to add Detail Dialog, but it failed.Shall I try to add Transition Parameters for ‘Reasons’ and ‘Stage” to figure it out? or what should I do?   

In some past release the ability to edit the Tax Zone on Business Accounts was apparently disabled.  My “forever a prospect, never a customer” Business Accounts have the proper Tax Zone set (but now not editable) while new prospects stuck without Tax Zone.  When creating the Opportunities for these extra care must be taken to set the Tax Zone there.  As this is normally populated automatically, it is often missed.  Quote (in our case Project Quote) generated before the missing taxes becomes evident.Was the Tax Zone disabled by design?  ...and for what reason?If not, is there an easy fix?

Hello,        Does someone know how can I use the translation directly on report?          I mean the user does NOT have to select the run with locales,             Every time, he run the report by default, the item description will display both Chinese and English

Is there a way to list the file names of attached documents that are under “Files”.? My ultimate goal is to be able to filter appointments that have signatures attached since the naming convention of signed appointments have the work “signed” in it. Or is there an easier way to achieve this?