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I am trying to uncheck boxes on Item Warehouse Details that had previously been set to allow for Reorder Point input - now client wants override removed  But 0  I cannot get import scenario to remove the check - import runs with no error - but does not remove check 

I'm working on an inquiry screen that's mostly a copy of the Inventory Summary screen (IN401000), but I'm trying to open it up across branches. The existing screen does its search within a private method of the graph that contains a lot of code that builds up the results in buckets and aggregates, concatenates, and totals it. I subclassed that graph, and overrode the protected level to wrap it in a PXReadBranchRestrictedScope, but it's not returning data from multiple branches. The results are returned in a special Result IBqlTable class that is filled manually and doesn't have a BranchID defined, so I created a cache extension that adds it, and I fill it manually. So right now, I'm guessing that either the private method is ignoring the PXReadBranchRestrictedScope, or it doesn't work when BranchID is on an extension of the result class. Below are the skeletons of my classes. Any suggestions on getting it to work? public class ItemAvailByBranchInq : PX.Objects.IN.InventorySummaryEnq {

Hi All, customer is on 2024R2 update 2, when we try and use shipengine with the integrated carrier “APC” we get the following error message when trying to confirm a shipment   have contact filled in, company filled in, warehouse filled in, have asked the customer to use the APC portal direct to highlight any fields that look like they maybe called “name”Trace brings back the system exception below  { "request_id": "56d7759a-36fb-4b0a-a221-9c0294ea1419", "errors": [ { "error_source": "shipengine", "error_type": "validation", "error_code": "field_value_required", "message": "'name' should not be empty.", "field_name": "name" } ]} Stack Trace: at PX.Data.PXFirstChanceExceptionLogger.ProfilerFirstChanceException(Object o, FirstChanceExceptionEventArgs args) at ShipEngine.ApiClient.Client.ApiClient.CallApi[T](Method method, String path, RequestOptions options, IReadableConfiguration _) at ShipEngine.ApiClient.Client.ApiClient.Post[T](String path

I am trying to follow the new help information supplied with 2024R2 about UNION and UNION ALL Operations in Traditional BQL. I used the provided examples in my local installation of 24.203.0023, but validation fails with the following:[2025-02-03 23:59:16.687] \App_RuntimeCode\DACUnionTest.cs(101): error CS0311: The type 'testUnionDAC.Storage' cannot be used as type parameter 'TMapTo' in the generic type or method 'BqlTableMapper<BqlTable, TMapTo>'. There is no implicit reference conversion from 'testUnionDAC.Storage' to 'PX.Data.IBqlFieldMappingResolver'.[2025-02-03 23:59:16.687] \App_RuntimeCode\DACUnionTest.cs(109): error CS0311: The type 'testUnionDAC.Storage' cannot be used as type parameter 'TMapTo' in the generic type or method 'BqlTableMapper<BqlTable, TMapTo>'. There is no implicit reference conversion from 'testUnionDAC.Storage' to 'PX.Data.IBqlFieldMappingResolver'.[2025-02-03 23:59:16.690] \App_RuntimeCode\DACUnionTest.cs(101): error CS0311: The type 'testUnionD

We are getting ready for go live shortly and were planning on using both Zebra and Android devices for manufacturing and warehouse. How have others managed user logins for mobile devices. The app can store different user logins but it seems like it might be cumbersome having users toggle to there own login as the do different jobs on different devices.  

Hi All,  One of my team members, Michelle Hesketh, created a ‘How To” blog article on Landed Cost and Complex Calcuations.  I hope you all find this information helpful. Imagine you run a company headquartered in Puerto Rico with an additional location in Jamaica. When you ship items from Puerto Rico to Jamaica, what should be a simple cross-company sale suddenly becomes a massive landed cost calculation. Every item you ship to Jamaica is subject to freight, customs, duties, and tax charges – and that drives up the average price of those items.  Problem: It is not uncommon for a “straightforward” landed cost transaction spreadsheet to contain 70+ lines, resulting in hours of manual entry!Solution: With just a little bit of initial work, it is easy to configure landed costs in Acumatica, saving hours of work and reducing errors. Summary of Steps (for more detail, see the full guide below)Create a new landed cost code Link a vendor to your landed cost code Decide how you want to enter la

How do I access submittals on the mobile app?

Hello all! Some client are reporting that their clients are receiving their AP EFT Remittance as .dat and not .pdf.Some measures I took were to force it in Acumatica to the following settings : I also verified the Business Event and it is set to PDF. Is there something I’m missing? 

Currently the Rough Cutting Planning only schedule production to Work Center level. For the machine level, it treat all machines in the Work Center as total and evenly distribute the work load to all machines. For example, Work Center WC01 has 2 machines MACH01 and MACH02, If a production order operation need 2 hours. The Rough Cutting Planning will evenly allocation 1 hours to each machine MACH01 and MACH02.Our client wants the scheduler to allocate work load to first available machine. In above example, they want 2 hours allocate to MACH01. Then next production may allocate to MACH02.I checked the Rough Cutting Planning source code and found the graph ProductionScheduleEngineAdv do the processing of the schedule. For example ProcessOperationMachines do schedule to machines. But most of functions in this graph is private. Does anybody modify the scheduler to machine level?

I am struggling to find how to give a role access to add vendors to stock items, What node/nodes do I need to add insert rights to?  

Setup:Turn on manual numbering for Sales Quotes Make a web endpoint for Sales Quotes with OpportunityID and QuoteNbr mapped along with either of two mapped actions: PrimaryQuote or MarkAsConverted (QuoteEndpoint customization attached) Create an Opportunity Create two Quotes on that OpportunityWhen I attempt to mark the first quote as primary via POST request to /entity/Quote/0.1/SalesQuote/PrimaryQuote:{ "entity": { "OpportunityID": { "value": "261044" }, "QuoteNbr": { "value": "261044R00" } }}I get this error response:{ "message": "An error has occurred.", "exceptionMessage": "Object reference not set to an instance of an object.", "exceptionType": "System.NullReferenceException", "stackTrace": " at PX.Api.ContractBased.EntityService.Invoke(ISystemContract systemContract, String version, String name, EntityImpl entity, ActionImpl action, CbOperationContext operationContext, Boolean throwOnError)\r\n at PX.Api.Con

Hey everyone, I am working on sending an automated order confirmation, I have the below set up:The SOOrder_ownerID returns the ID value rather than the masked value:Does anyone know of a way to display the masked value of the ID in the sent email? Thanks,Aleks

We are pretty new to Acumatica and looking for a “best practice” solution for a manufacturing process. So lets say we produce 100 metal widgets via Production Order. The order is complete/closed and the widgets will sit on a shelf for months perhaps.  Then at some time in the future some of those widgets will be bent up in a certain way as to become its next form.So is it best to call each form of our widget (flat form and bent form) two separate InvID’s with separate BOM’s? Or does Acumatica have a different way to do this?chris

How to create Sales Profitability by Customer and Item Number just likeSales profitability by Item Class and Item  

Hello,After the Regen of inventory planning, this stock item is not shown as needing an action in Inventory Planning Display.  The stock item was created specifically for this exercise, so it has no inventory and is not referenced on any existing documents. The expectation is that we would see this stock item in Inventory Planning Display suggesting to order for the safety stock demand. No specific warehouse Inventory Planning settings, so should use what is in the stock item screen. 

Hi everyoneI am hoping that someone here can help me answer this.We are trying to build a production with subassemblies as features. The subassemblies themselves have configurable features as well. We are hoping that there is a way to have layered configuration at the parent product level. For example, once we choose Feature A (Subassembly A), the configuration further expands, to allow us to choose feature B of Subassembly A. Is there a way to accomplish this?If this is not an option, does it mean that we have to create separate production orders for the subassemblies and configure each assembly from there?  Open to any suggestion you may have.Thanks in advance. 

Hello!Is there any possibility to create intercompany sales order and purchase orders but the inventory ID’s that both the companies use is different.?  

I want to update the unit price field in the detail section of the Invoices and Memos (AR301000) screen. I've tried the below method that updates the unit price for each line correctly. However, the problem is that other fields based on the unit price are not being recalculated. What should I do to update these other fields as well? PXResultset<ARTran> TransactionLines = PXSelect<ARTran,    Where<ARTran.refNbr, Equal<Required<ARTran.refNbr>>,    And<ARTran.tranType, Equal<Required<ARTran.tranType>>>>>    .Select(this.Base, currentView.RefNbr, currentView.DocType)             if (TransactionLines != null){                    foreach (ARTran TransactionLine in TransactionLines)                    {                        TransactionLine.CuryUnitPrice = 100;                    }            }this.base.persist(); Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!

Hi. I have an import scenario (attached XML) for opportunities that is tested and working perfectly for individual records. When I go to do the full import from Excel (1171 records), it only imports the first one, even if there is no error. In other words, it will import one correctly, finish running the full import (takes like 15 minutes), then says 1170 records did not import.Can anyone tell me what I am doing wrong? 

Hi I need to copy the values in issues screen (Project and Project Task) to the scan and issue issue screen because they are not exposed to this screen by default. These fields also need to be exposed via mobile app end as well, how can I modify the mobile app screen to include these additional fields?Any help would be appreciated, thank you!

I’ve completed the T210 course and want to apply the learning to a real-world application by using a custom table to extend Customer with a tab item and multiple fields, rather than using the customization project to add “user” fields which will extend the Business Account table, not the Customer table, and thus add those fields to all related entities.  I know that PXDBDefault and PXParent are needed to link the custom DAC/table to the Customer table.  However, when I add the PXParent attribute to my DAC definition for the key field, it throws the “An unhandled exception has occurred for the function ‘MoveNext’.” when updating the DLL file and when attempting to publish, so the project won’t publish.  If I comment out the PXParent attribute, the project will publish without issues but of course, saving/updating doesn’t work.  How do I figure out what is wrong?  The Trace file does not give me an indication of the issue other than it seems like a DAC issue.  I thought it might be due t

Just I upgraded my local dev instance to 24.207.0011 and my site landing page (and subsequent pages too) is displayed corrupted. See the below screenshot. I have tried re-installing Acumatica, resetting browser, using different browsers but still shows corrupted. Does anyone know what is happening?  

Hello! We are operating in few different companies which has different rules and regulations to be followed. All these companies are configured in one tenant and has a same Customer and Vendor base. Access of users will be restricted to the companies. When all the companies using the same customer, it is required to change Customer Tax Zone, each time at the transaction because there is no option to set up tax information company wise. Is there any option to follow or workaround for this?Amanda 

Hello! I am required to remove Export to Excel option from Customers (AR3030PL) screen. Is there any possibility of doing this?Best Regards

I have a GI that when I “View Inquiry” on the production server I get the results I want, but when I export it as a report, I receive the following error message: “Response is not well-formed XML”. I verified that I’m using the correct credentials when logging in through the report designer.  How are GI altered when exporting as a report?