Discussion Forums

Will Bank Feeds function when the financial institution requires tokens for log in?

I would like to add the below payment Instruction details to the Vendor Generic InquiryRequired table name and Relations and fields to add on result Grid 

Hi, Following an update overnight my dashboard graphs spotted working. I have created/modified reports and have been able to recover most of them. I have an odd issue with the system automatically sizing my doughnut graphs:my Gender Breakdown graph is perfect Home State graph (without a popup legend, as a test) cuts off the names of the states at the top Employment Status graph (with popup legend) also cuts off names at top and sides.Also of note, the size of the doughnut are different.All parameters are the same. How can I fix this?  

We are struggling to maintain data privacy. A user can see other user’s data in one way or another in MYOB Advanced. We have collaborated with our solution provider to fix ‘Access Rights by Screen’, however, there is always a loophole where user can see the data. Latest Example:User is able to see other user’s data by searching through search bar and navigating to ‘Transaction and Profiles’ option. 

Has anyone encountered this error on an Appointment?  We are trying to Quick Process this appointment using Sales Order Quick Processing, also run billing and we get this error. We do not require serial numbers, also i’m wondering if its due to the fact that we have 2 EA UOMs in our conversion table. Any help would be appreciated! Screenshot here: Trace Log 1 Here: PX.Objects.IN.PXUnitConversionExceptionIN Error: Unit conversion  is missing.   at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args)   at PX.Objects.IN.PXQuantityAttribute.CalcBaseQty(PXCache sender, PXFieldVerifyingEventArgs e)   at PX.Objects.IN.PXQuantityAttribute.CalcBaseQty(PXCache sender, Object data)   at PX.Objects.IN.PXQuantityAttribute.RowInserting(PXCache sender, PXRowInsertingEventArgs e)   at PX.Data.PXCache.AttributeHandlersSquasher`1.<>c__DisplayClass2_0`1.<To>b__0(PXCache cache, TArgs args)   at PX.Data.PXCache.OnRowInserting(Object ite

Dear Community,I am facing an issue while calculating the sum for a specific column in my report. The column values are displayed and calculated correctly for individual rows, but when I attempt to compute the sum at the column level, it does not work as expected.To clarify, the roll-up calculations are functioning perfectly, but the column-wise sum is not reflecting the correct value. I have attached screenshots below to provide a clearer understanding of the issue.Could you please guide me on how to configure the report to resolve this? Any suggestions or insights would be greatly appreciated!Thank you for your help!  

I am writing a GI and have 3 tables:  EPApproval, EPEmployee and RQRequisiiton.  All are connected properly and I am getting an output.  However I am getting the employee name etc. as the approver only once released not while on hold or in pending bidding/approval status.  How do I get the approver’s name?Thanks,Melissa

At some point, you may find it necessary (like I did) to change the Acumatica Business Date for a process.In my case, I was modifying an ISV application which used Business Date in the processing of many documents within two different actions. Because the code was written in a relatively closed fashion, with key methods being private, it was much easier to change the Business Date within the context of the actions than to try to change how the date parameter was being assigned.I decided to take a page out of Acumatica’s playbook and implement my own scope. (You can read more about Acumatica context scopes here.)The PXScreenIDScope was very nearly exactly what I needed, except for changing ScreenID instead of BusinessDate.After my modifications, here is the result:using System;using System.Web;using PX.Common;using PX.Data;namespace MyCustomScope{ public class DXBusinessDateScope : IDisposable { private readonly DateTime? _businessDate; private readonly DateTime? _ol

I’ve been working with some customers and realized that they may benefit from a dashboard where all things that may require attention are shown in one place for Acumatica Payments. I’ve prepared the following dashboard that I find quite useful. The customization package with the dashboard is attached. Feel free to download it and use it. Also let me know if there is something else you’d like to see on this dashboard.

hi, I am trying to create a report for bill of lading. I have added 2 parameters one i item 1 and second item 2.Its work fine the only weird thing is that the report is duplicating the table. I have attached the screen shot of table. Please guide me on this thanks 

Is there a way to allow a user to Reopen a Financial Period without giving them access to the Financial Supervisor Role? We want our AP and AR users to have access to reopen financial periods, but do not want them posting to closed periods, which is happening with the Financial Supervisor Role. Thanks all!

Has anyone added more than three columns to Acumatica Modern UI form. It seems we only have som pre-defined templates that we can select from that supports a maximum of three columns as per the Modern UI Development guide. 

I am in the process of building an app to transfer reports between two Acumatica environments in batches using the Service Gate API.  In reviewing the release notes for Acumatica 2024 R2, I see that the Service Gate API has been removed.Is there any documentation or resources that outline the new API that the 2024 R2 Report Designer tool uses to retrieve and save report data?

In Clock Entry, we want the employees to be able to choose which employee they want to see, specifically for the managers. Is there a way we can do this in a Customization Project.Trying to turn Employee ID into a drop down box. 

Can anyone explain to me why this error are starting to show? At first there is no problem with our syncing of company entity to shopify then this year 2025 I’m not really sure exact date this problem start occurring  At least one GraphQL error has occurred. Error: Field 'locationCount' doesn't exist on type 'Company';Error: Field 'orderCount' doesn't exist on type 'Company'; 

Is there someway to send an “approval” flag if a part gets released without an attribute filled out or a technical drawing attached to it?  I’d like to introduce some systemic control over engineering releases to make sure we are filling out data fields. 

Hi Team,I am experiencing a strange system process that I am trying to figure out if its intended or a customization somewhere.Essentially if you create a new record on Customer Locations screen the new location will auto pull in “Warehouse”, “Ship Via”, and “Shipping Terms”. Essentially the account defaults.Yet when you do the same action of creating a new location on the Sales Order these defaults don’t get pulled in. My gut is saying there is an issue here because if the account defaults aren’t being used for new locations what is the point of account defaults?-Jacob

We are using incoming documents to process vendor invoices. Our vendors are billing us in a unit of measure that is different from the purchasing unit of measure on the purchase order.  The conversion exists on the items and what we are being invoiced is also the base unit of measure. It does not appear that the purchase order is fully reconciling against the invoice, the quantity is still showing unbilled but the amount is 0.00.  The purchase order remains in completed status and not closed.How does this functionally work and does the system run any nightly updates to correct this?

I have a custom web control which want to add to a project of mine. I want to render this control for every request to the acumatica. But It renders only once and not redering for the subsequent requests. (Ex: Button clicks)     public class ProgressBarControl : PXWebControl    {        public int Progress { get; set; } // Progress percentage (0-100)        protected override void Render(HtmlTextWriter writer)        {            writer.AddAttribute("style", $"width: {Progress}%; background-color: green; height: 20px;");            writer.RenderBeginTag(HtmlTextWriterTag.Div);            writer.Write($"{Progress}%");            writer.RenderEndTag();        }    } 

Hey there! Our business repacks seed potatoes and I’m wondering if there is a way for us to use MRP in such a way that allows us to not have to do any calculations outside of Acumatica (example in excel). We buy seed potatoes in bulk and repack into 4 different sizes based on weight. Each of these items have their own stock item.Right now MRP is running and consolidating sales orders so that we can create production orders. This works great as long as well sell exactly how much we have purchased, but if we sell less we will still want to repack the remaining into various sizes (ideally at the same time of repacking for sales orders). Our work around is to export the production orders out of ACU, put it into an excel sheet, change the “Qty To Produce” of the production order using calculations in the excel sheet, and importing those chanes for those production orders.Is there anyway to utilize inventory planning so that all of the remaining bulk is put into an additional production orde

Good morning! My company needs to place a purchase order that will give us enough stock of an item until April 2026. We have been in Acumatica for less than a year. Below is my proposed method of approach and I’m looking to see if the method will work.Manually enter monthly forecast data for February 2025-April 2026Increase “days of supply” for my purchased items to “453”Should MRP then give a PO recommendation of how much inventory to purchase?

Good afternoon fellow developers,I’d like to get assistance from community with the customization of the SO Shipment.I need to add SOShipLineSplit with partial allocation - identical to what I am doing via LINE DETAILS dialog (see on screenshot) Doing it via below code (with Qty set to 1,500.00) actually creates SOShipLineSplit, but it is always fully allocated, and Qty that I provided gets ignored. I’ll appreciate any recommendations Best regards,Andrey

I have a custom processing screen with two filter fields.The filter for the screen id works.  The filter for the file extension does not.Ignore the first filter field.  I was trying to use a selector to get UploadAllowableFileExtensions, but the value returned includes a “.” in front of the extension.  So I created a DDL with just the last three characters of the extension.  I could not figure a way to trim off the “.” in the value of the selector. When just the screen id is provided, it shows three files for that screen: As soon as I choose PDF from the File Extension2 DDL, the view is refreshed and attempts to apply the file extension filter.  Here is the code for the applyfilters method:protected virtual void ApplyFilters(PXSelectBase<UploadFile> shCmd, RecordsToProcessFilter filter){ if (filter.ScreenID != null) shCmd.WhereAnd<Where<UploadFile.primaryScreenID.IsEqual<RecordsToProcessFilter.screenID.FromCurrent>>>(); if (filter.FileExtension2 !=

  Hi everyone, this might be something really simple but I tried adding a new column (YTD Prev) and it’s only the lines in the headers that are getting cut off.  What I did is put the next column in the column range but that doesn’t seem to work. Any input would be much appreciated. Thank you.  Thanks so much in advance. 

Is there way we can flow the Phone number from ACM to Customer/Company in shopify via custom mapping? Thank you in advance