Discussion Forums

Been asked for this a few times the ability to control which Case Classes a user can select when creating/editing a Case and also prevent them from seeing Cases with the Case Classes they cannot use. (can be done in a GI but the Go to Next/Previous record bypasses this).Can be done by a customisation.

We have a prospective client who has two companies that will be setup in the same tenant. Can they have separate URLs mapped to the different companies?(example: CompanyA.Tenant1.com mapped to CompanyA and and CompanyB.Tenant1.com mapped to CompanyB)

Hi,I created new locations in the AR module that need to be added to numerous customers. How can I do a mass upload without adding the individually? Community have always been helpful and provided detailed instructions.Thank you very much,Happy Christmas

Hello,Payments off our website are processed by Woo Commerce, and they take a fee!Its like 1.75% + $0.30 How do I add that fee to the SO or invoice? 

Dear All,The Withholding Tax transaction update the financial year at the time of applied Bill and Payment. Is it the setting which we can adjust somewhere?I have a Bill applied Withholding Tax as image. At the time this Bill was released, Withholding Tax doesnt update the financial period yetThe transaction of Withholding was created at the time of applied to payment.Due to the law, the Withholding Tax transaction should be record to financial period at the time of the bill, instead of the applied period.Is it the setting which we can adjust somewhere?Thanks in advance,Yên Chi

Hi! Is there a way to restrict payment methods between companies? Where users who only has access to one company can only use the payment method created for that company? Thanks!

On sales order screen suppose so item is kit item then I wants to show kit details (child item) in popup In Non stock item we created one item with Is Kit field = true. I added tool bar button<px:PXToolBarButton Text="View Kit Details" CommandName="ViewKitDetails" PopupPanel="spKitDetails" />It is visible on customization screen editor.But not on screen.Panel Details:<px:PXSmartPanel ID="spKitDetails" runat="server" Width="600px" Height="400px" Caption="Kit Details"> <px:PXFormView ID="formKitDetails" runat="server" DataSourceID="ds"> <Template> <px:PXGrid ID="gridKitComponents" runat="server" DataSourceID="ds"> <Levels> <px:PXGridLevel DataMember="KitComponents"> <Columns> <px:PXGridColumn DataField="InventoryID" /> <px:PXGridColumn DataField="Descr" /> <px:PXGridColumn DataField="Qty" /> <px:PXGridColumn DataField="QtyOnHand" /> </Columns> <

Do we have function that can release all payment received from different customers? 

I’m in a cloud version, and created a customization project, how can I add a new ASPX page that can be publicy accessible by anyone without the need to login?Locally I can make it public by doing modification in web.config, but how this can be done on Cloud instance of Acumatica?2024R1

I have added custom field for Payment entityPreviously I used Acumatica API for getting this field according to this topic https://openuni.acumatica.com/courses/development/t190-development-quick-start-in-customization/Is it possible to get custom field value using REST request without Acumatica API ?

Hi i am trying to connect to my local sftp server from acumatica. i have followed the instruction provided herehowever. i am still getting error “Permission denied (publickey).”. i am very sure my stfp configuration is correct because i can connect to it using winSCP without any hitch. can someone please give me a more detailed way to sort this out. all the instruction i have found so far are vague and no response to follow up questions

We recently set up Acumatica “Approvals” for Purchase Orders.  We are struggling with being overwhelmed with “re-approval” requests.  Here is an example.  We create Purchase Order X.  We approve the Purchase Order. Then the supplier notifies us the Purchase Order will be shipped a week later than promised. When we update the Purchase Order to the new date we have to “re-approve” it.  And the same re-approval request happens if we change the price of an item by any amount, delete an item the supplier says is not available, replace an item for a non-available item, etc.  Is there a way not to have to re-approve Purchase Orders for small, immaterial changes? 

I have created a “Process Blanket Lines” Button on the Process Order pageI want to click the “Process Blanket Lines” button to display the Show Processing Dialog like so: to monitor code behavior in function GenerateNewLineItems. However when I click Process Blank Lines it still doesn't show the Processing Dialog.Here is my code: using System;using System.Collections;using System.Collections.Generic;using PX.Data;using PX.Objects.CN.Subcontracts.AP.CacheExtensions;using PX.Objects.SO;public class SOCreateShipment_Extension : PXGraphExtension<PX.Objects.SO.SOCreateShipment>{    public PXAction<SOOrderFilter> processCustomization;    [PXProcessButton(CommitChanges = true)]    [PXUIField(DisplayName = "Process Blanket Lines", Visible = true)]    protected virtual IEnumerable ProcessCustomization(PXAdapter adapter)    {        SOOrderFilter filter = Base.Filter.Current as SOOrderFilter;        if (filter != null && filter.Action == "SO301000$addBlanketLine")        {   

 Trace:-CommonServiceLocator.ActivationExceptionActivation error occurred while trying to get instance of type IDacDescriptorProvider, key ""   at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args)   at CommonServiceLocator.ServiceLocatorImplBase.GetInstance(Type serviceType, String key)   at CommonServiceLocator.ServiceLocatorImplBase.GetInstance[TService]()   at PX.Common.ServiceLocatorExtensions.TryGetInstance[TService](IServiceLocator serviceLocator, String key, TService& service)   at PX.Data.PXGraph.GetDacDescriptor(IBqlTable dac, DacDescriptorCreationOptions customDescriptorCreationOptions)   at PX.Data.DacDescriptorUtils.GetNonEmptyDacDescriptor(PXGraph graph, IBqlTable dac, DacDescriptorCreationOptions dacDescriptorCreationOptions)   at PX.Data.DacDescriptorUtils.GetNonEmptyDacDescriptor(PXGraph graph, Object row, DacDescriptorCreationOptions dacDescriptorCreationOptions)   at PX.Data.DacDescriptorUtils.GetDacDes

Hello,I created a Group Header Section of a report in report designer. I’m trying to group the report by a unique value. Everything is working fine with the grouping except for the way it prints. Each time the Group Header Section has a different group, the report prints the group at the top of the page.  Group 1 prints on page 1. You can see there is plenty of space to print the next group below group 1 but the system skips the space and puts the next group on its own page.   Group 2 prints on page 2.  I want to print Group 2 below Group 1 and not on a new page. Is there a way to accomplish this? Here are my settings of the group section.   

HiConsidering there is no out of the box row level restriction group for cases, how do you manage that?Let say the HR open a case for a layoff of a person. We don’t want to have this case accessible of every one.Thanks!

I’m upgrading from 2024 R1 to 2024 R2.  ERP installation goes fine, and the database upgrade completes successfully.  However, the site upgrade fails. Full text from the window is here -Exception occurred while updating the site files. -------------------------------------- Inner Exception: Exception occurred while backing up the files from 'C:\Acumatica\Program Files\Instance\AcumaticaDB2023R1\' directory. Try to do it manually.  --------------------------------------  Inner Exception:  Could not find a part of the path 'C:\Acumatica\Program Files\Acumatica ERP\BackUp\Sites\AcumaticaDB2023R1_20241010_173255.zip'. This looks like some sort of permissions error, but I’m just guessing.  I am an domain admin, domain account explicitly in the Administrators group on the server, and has Full Control in Windows permissions.  I don’t know if it’s my credentials used when the site is updated, or if it’s an Acumatica or IIS user. I have restored my VM back to the point before I started the ERP

Hello all,How can I integrate multiple rates between Stamps.com & Acumatica? Regards,Harshita.

For very small BOM trees (5-10 total leaf nodes) Engineering Workbench is a pretty decent implementation given the constraints of web development.But if you get a more complex BOM tree, it grinds to a halt. Takes significantly longer than Visual BOM screen (which is effectively doing the same data pull). Also, if you move the slider too fast, it will “lose” it’s tree icon details (though the extra columns stay) and struggle to repaint; sometimes browser locks up. This happens on multiple browsers, clean cookies, etc.Are there optimizations I can take advantage of to make this usable? Also, as an improvement request, since it doesn’t allow adding children to a subassembly (which seems like a strange implementation constraint, but I think I understand why it was done) could we get an easy “double-click to drill-down” option, or at least expose a “navigate to this BOM” on the leaf node’s  “…” menu. Very concerned that Visual BOM is being deprecated when this isn’t close to being productio

Hello,Can someone please tell me a method to reverse loaded opening balance retainage documents?These are documents loaded in “Migration Mode” with “Retainage” on and with Project/Project task. The documents are loaded with 100% retainage so that the full amount is retained amount.The documents are loaded with TAXABLE option since the expectation was to load the data without tax. But later client informed that the amount is actually inclusive of Tax.I am trying to reverse the originally loaded retainage documents and then reload them with EXEMPT option.(Or if there is an easy way to correct them.)

Kicking the tires on the Project Inventory support in 2024R2 as we’ve needed that capability for three years. So excited to see the progress. However the upgrade process seems to be losing/orphaning inventory records during the process.Background: our 22.117.0016 system has 9,000 inventory records with non-zero quantity, 6,000 records across projects, another 3,000 in ProjectX (e.g. unspecified, I think Acumatica is now calling that “free stock”). After upgrade to 24.201.0052 (by way of 23.119.0015), the Project Inventory Quantity and Cost GI shows just 2,677 records, only 300 of which are non-zero (which is particularly weird, as I wouldn’t generally expect qty on hand to be zero in the GI).My initial thought was the GI is just broken, but digging deeper it appears that there is something not working right with the conversion from the old project stock to the new concept of project stock.Is there documentation on how this conversion should work, and/or any documented dependencies for

Hi Community Followers, Can we create side panel for the Inventory planning display screen? I tried but there is not option for side panel and customer is in 24R1 version.  

Current 1-30 Days 31-60- Days 61-90 Days Over 90 Days Balance 0 0 0 0 100 100 0 0 0 0 100 100

Hello all,As the title says, we are trying to print labels. I have tried from the shipment screen as well as the shipping label screen. It downloads and also gets sent to the Device Hub no problems, and it even says that it gets processed on the device hub, however no label physically comes out. I have linked the ship via codes to the correct report and printer in the SO Preferences screen, and the external carriers is enabled, so I am at a loss at what this could be.Thanks!

Hey there. The system I am working on is showing a number for the access rights on the “Access Rights by User” screen. Context: An accountant in AP expressed to me that they cannot create new bills on the bills and adjustments form. They are assigned several roles, some of which have “Delete” rights to everything in AP (the AP Admin role). However, the user cannot create or delete bills. I went to look at the user access rights and that is when I saw the “4” everywhere. I managed to fix it and give them access rights by manually changing the AP Admin access rights to the Bills and Adjustments form from “Inherited” to “Delete”. I am very confused though because it was inheriting delete, so I don't know why changing it from inherited fixed it. Furthermore, the numbers are confusing.Thanks!