Discussion Forums

Hi,I created a graph extension for the  Inventory Adjustment window, but when I try to extend the AddInvSelBySite action, I don’t find it in the class. This class inherit from the INRegisterEntryBase class. How I can extend this action? I need to get the selected records and the quantities from  the Inventory Lookup before the system clear the cache.   Thank,EV

Hello all,I was wondering if there is a way to offset a "Purchase Recipt" against a "Purchase Return" so the “Enter AP Bill” goes away without the need to really enter AP bill? The case is it happens that users accidently enter a purchase receipt and release it but then realise something is wrong (i.e. a wrong vendor is selected). Considering the document is released then it can not be deleted so they enter a purchase return. But, considering in reality there is no invoice or credit memo and simply a user error has caused the issue the need for this offset arise. Any way out-of-the-box we can make this work?

We are running into an issue with the Construction Project End Date due to the fact that we need to make end of year journal entry updates and to do so we must activate the project again. When we mark the project as closed after making our updated journal entries, it is updating the project end date to the current date which cause issues with our Project WIP report. Is it possible to manually set the Project End Date after Completing the project so that are reports remain accurate?

Is there a report in Acumatica that lists out all BoM that a stock item is used in?

Hello - We are looking at creating an SFTP interface between Birchstreet and Acumatica. It is a pretty straight forward interface, that would be sending vendor and payment information outbound to the SFTP, for Birchstreet to pick up, and Birchstreet would be sending AP, (Bills with file attachments) to Acumatica. I know we can run import scenarios with AP Bills, and this seems pretty straight forward, but our Acumatica host SWK, quoted us at 100-150 hours of coding to get this done. This seems very high for such a simple interface. Does any other Acumatica user have an existing interface with Birchstreet?Thanks!

I have a custom screen I am using to attempt to update serial numbers in Acumatica.  When the items are received, the customer doesn’t know the actual serial number at that time.  We are autogenerating a TEMP number.I have to TRY to update about 6 tables to change the S/N.  Some of those tables have the S/N as a key field or a foreign key field, so I don’t know if I will even be able to do this.However, when they click Save, I want to completely override the Save action by overriding the Persisting method.  I do not want to even call the base method.  This is my screen:This is my code:public class SerialNumberUpdate : PXGraph<SerialNumberUpdate>{ [PXOverride] public virtual void Persist(Action baseMethod) { using (PXTransactionScope ts = new PXTransactionScope())

Hello, we have a requirement to import bulk Sales Order into Acumatica, so we created a custom screen and an action button in it. Then we created a web service endpoint with the custom screen and also added action in it. We are able to create Sales Order through postman but that doesn’t returning any response.Please have a look at below code and guide in correct direction. [PXButton(CommitChanges = true)]        [PXUIField(DisplayName = "Process", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        public virtual IEnumerable process(PXAdapter adapter)        {            List<OrderImportFilter> list = adapter.Get<OrderImportFilter>().ToList();            if (this.Filter.Current != null)            {                if (!string.IsNullOrEmpty(this.Filter.Current.OrderData))                {                    OrderResponse responseData = JsonConvert.DeserializeObjec

I have not been able to find a successful method for this yet.Wrong stock item was issued to a project/cost budget. The correct item has since been issued, but trying to remove or reverse the wrong item out of the project. I can do a receipt or adjustment back into stock on the inventory side if needed, but I am unable to determine how to reverse the issue project transaction to correct the project. Thank you,Greg

Has anyone had experience with Fusion WMS?I am getting a login error upon sign in to the fusion app on our tc21 scanners that says “Error: The request is invalid” I can sign into the acumatica app with the same account no problem and The user has all the correct Fusion and Branch access roles. I just wanted to see if there is a step im missing or anyone has had experience with the mobile app. 

I have to build a report for our phased construction project.  We want a report that will showphase  (TaskCodeID)  Hard Cost/Soft Cost  (first two digits of CostCodeID <29=HardCosts, 30=Land, 31-98=Softcosts, 99=Contingency)    Cost Code Category (first two digits of CostCodeID)        detail lines based on CostCodeID    Cost Code Category Total  Hard Cost/Soft Cost totalPhase TotalI’ve been able to create variables in the data section of my report called $HardSoft & $CostCostCat and I can get that data to display in the details section.But, I don’t seem to be able to use the variables to control my groups.Each groups section seems to also have a VARIABLES property.  Do I have to redefine the variables in in section?As you can see all of the data for these variables is already within the CostCodeID so creating ATTRIBUTES and having to input this data on every bill seems unnecessary.Any help?

There are situations where we order materials without a formal PO and wait until we have the bill in hand.  Is there a way to Quick Process (in a similar manner as SO > Shipment > Invoice) a PO so that the Purchase Receipt is created/released and the bill is created in one step?

Hi All,Build 23.212.0024This question has resulted from debugging work we’ve done related to another question here:We ran an SQL profiler to attempt to debug the above issue where a processing screen is acting differently depending on whether it is run manually by a user or run using an automated schedule.It revolves around an issue we’re finding when the query that builds the list of rows for the processing screen, Acumatica is appending different predicates to the where clause of the SQL depending on whether the it is run by a user or by an automated schedule.Specifically the BranchID fieldWhen run by a user, the SQL generated includes the following predicate:( [POReceiptLine].[BranchID] IS NULL  OR ( [POReceiptLine].[BranchID] IN ( 23, 24))

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. 

Hi All,Is it possible to add a new Customer Status, to this drop down called “Legal” that behaves the same way as the “Inactive” status throughout the system? If so, how do I do it thxDries

hello,I have a scenario where we have multiple rates for lets say one employee on multiple projects. How can i setup my allocation rule that whenever an allocation transaction is ran, it takes in the rate specified for the particular project?Thanks.

Good day,I am trying to figure out why Project Quote/Quote correction/edit function is not available to my users.  As the administrator, the correction feature is unavailable.I check my roles and access rights.  Where could this feature be hiding?Thank you.Evan 

I want to link the task created from this task template to an Opportunity but ((CROpportunity.OpportunityID)) doesn’t work because the help text says to use “Attach Activity”. Does anyone know where I can find the “Attach Activity Checkbox” that is mentioned in the help text for the Link to Entity field in Task Template is?  

Hello everyone.Today I want to share with you a step-by-step guide on how can you set up an Approval flow for your custom DACs or a custom Approval screen for standard DACs (which already support Approval flow).If you are using standard DACs - you can skip the first 2 chapters and go to Add approval views to your graph chapter right away.   Create Assignment MapTo make your setup DAC able to configure the approval process, you add the IAssignedMap interface and implement the required fields:  using PX.Data;using PX.Data.BQL;using PX.Objects.EP;using PX.SM;namespace Sprinterra.ApprovalHowTo{ [PXCacheName("Setup")] public class Setup : IBqlTable, IAssignedMap { // Approval configuration #region IsActive [PXDBBool()] [PXDefault(false)] public virtual

Hi Acumatica community,We are trying to create an Import Scenario for an ‘Issue’ / Screen: IN302000I need to auto-create some inventory issues after running some queries which let me know that stock was used for a certain Item class. I am getting an error message ‘unit conversion is missing.’I am not sure if any one can share examples of this Import scenario or let me know what I can try to fix this error, or missing data possibly? Thank you in advance!! Import Scenario: Import Inventory Issue(Should be an auto-number for the Inventory Issue# / Ref Nbr. - Do I leave this blank?) Import Error: “unit conversion is missing”

Hello all,I would like to know how can I make the field remain active till the Invoice Status = Open. I have extended the Default workflow, but not able to find the value where I can mark the required field as Active in Open. How to do this?  

Our use case: we house 5k+ products in our warehouse and need to perform daily cycle counting. Our goal is to count every product in the warehouse at least 8 times over the course of the year. In theory this should give us 150-200 products to count per day and products would get counted once ever 6 weeks.Does anyone have any suggestions regarding the best method to accomplish this? We have ended up creating 30 individual cycles and are rotating through these cycles in succession. However, this is not a great experience as it requires any new products to be added to one of the 30 cycles and there isn’t a great way to make sure they’re evenly distributed across all 30 cycles. 

We have two companies, soon to be three, setup on Acumatica and they do not share customers at all. We have been using the “Restrict Visibility” field to make it so that employees can only access customers that are a part of their company. Unfortunately, people forget to fill in this field all the time, leading us to have to go through manually figuring out what company they belong to every now and then. I looked into trying to auto-fill this field using customer classes, but the customer classes are shared between companies, so that’s not an option. I decided to turn to coding and try to use PXDefault to pull the branch/company from what the user is signed into, but I can’t get it to work and it just keeps throwing the following error. If anyone could give me a hand, that would be great.The multi-part identifier "Customer.COrgBAccountID" could not be bound. Here is my codenamespace PX.Objects.AR{

Once we match our transactions with the bank feed, is there any way on the transaction screen, to see if it has been matched to a bank feed transaction ? i.e. in the bank feed, we are able to see the AP document from the “Process Bank Transactions” page.However, on the AP document, are we able to see the corresponding bank feed item?

We have extended the StockItems endpoint from 23.200.001to include the following fieldsIt works great when filtering on AlternateID or InventoryID but when we try to filter on VendorCustomer we get a nil object unless we use substringof.Here’s an example:GET Request: ~/23.200.001/PartNumberXRef/?$filter=InventoryID eq '104175' and substringof('00250'%2CVendorCustomer)Returns: [{"id":"655f9396-3b5a-4796-8031-f18d8c447610","rowNumber":1,"note":null,"AlternateID":{"value":"3639541"},"InventoryID":{"value":"104175"},"VendorCustomer":{"value":"000000000250"},"custom":{}}]If we try this request, we get a nil object.GET Request: ~/23.200.001/PartNumberXRef/?$filter=I

Hi All,  I've gone through the I300, I310, I320, and I330 PDFs and have a decent grasp of the API. I am the only person in my Org who will be working on implementing functionality using the REST API.   Are there any features or modules that my admin should enable for development purposes? I have access to customizations so I can see the Element Properties when I hold down ctrl + alt. I have access to the DAC Schema Browser. I can see all of the Endpoints available. I have referenced the swagger endpoint docs. Is there anything else I should have access to or should review?  One example of a problem i’ve run into is understanding what arguments are required when hitting an endpoint.  For example the endpoint action bills/releasebills I was able to eventually figure out that I needed to pass the api call in this format:{“entity”: {        “Type”: {“Value”:”Bill”},        “ReferenceNbr”: {“Value”: “123”}}