Discussion Forums

Hello Dear Community,My Controller came to me asking if there was a way to apply payments or create invoices while a customer is on credit hold? He said there are instances where they need to apply a payment to the customer but keep them “On Hold” status. So his team are having to remove the credit hold, apply the payment, then put the customer back on hold.Can you guys provide some input?  

Hello all,I have been building a dashboard and I am looking to apply a condition where only those project IDs should be displayed which have been created under the branch ID selected in the system menu. So if I select any of these branches, the dashboard should display the results of project IDs based on the selected branch ID. Since under projects screen we have the field to define for which branch ID would be project be lie.I have applied the following. Please correct me where I am making a mistake:  

Hello,We’ve recently upgraded from Acumatica 2023 R1 to 2024 R1 and are encountering an issue involving the Sales Order and Shipment modules. Specifically, we’ve noticed that the CustomerOrderNbr field, which is typically copied from a Sales Order to a Shipment during shipment creation, is not consistently transferred.This behaviour is managed by Acumatica’s core code and previously worked as expected on 2023 R1:public virtual bool SetShipmentFieldsFromOrder(SOOrder order, SOShipment shipment, int? siteID, DateTime? shipDate, string operation, SOOrderTypeOperation orderOperation, bool newlyCreated){ if (newlyCreated) { // Removed all of the other fields, only keeping below line for brevity [...] shipment.CustomerOrderNbr = order.CustomerOrderNbr; [...] if(string.IsNullOrEmpty(shipment.ShipmentDesc)) shipment

Where is the the best place to put own code to manipulate the attached invoice PDF of an E-Mail before it gets send?What about PX.Objects.CR.Extensions.ActivityDetailsExt.CreateNotificationProvider()?How can i PXOverride it?Pascal

Hi Everyone,When I’m trying to create the PAYMENT from the Bills and Adjustments screen and I’m getting below error. Can you please help me to understand why I’m I getting this error?     

Hi, I want to know if there is a way to change the text displayed on the Sales order Transactions Grid ?And I would like to add this text to the Quote screen as well. is this possible  ? Thanks.

hi All, I am using configurator in my production order and I want the system to use this specific warehouse to issue the material from shed 2 if I select 1022 itemwhen I create the production order and I check the detail it is not assigning the one I had used on my configuration and instead used the warehouse on the finished good item. on the header of production order maintenance! why is that ? this is not what I am expecting based on the help.thanks for your help in advance Ghazal Warehouse This is the warehouse from which this material should be issued. If not specified, the warehouse from the assembly is u

Hello,I have a custom long run in a IEnumerable action and upon return, the Shipping_Contact fields return as disabled. Currently, I have to manually cancel the order to re-enable them- see below for my code:public PXAction<SOOrder> CustomAction;[PXProcessButton(CommitChanges = true, Category = "Processing", DisplayOnMainToolbar = true, Connotation = PX.Data.WorkflowAPI.ActionConnotation.Success)][PXUIField(DisplayName = "Custom Action", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]public virtual IEnumerable customAction(PXAdapter adapter){List<SOOrder> list = new List<SOOrder>() { Base.Document.Current };Base.Persist();PXLongOperation.StartOperation(Base, delegate (){ /*Logic*/ });return list;}To say I tried it.. I have tried adding Base.Cancel.Press(), Base.Shipping_Contact.View.RequestR

How can i connect a Acumatica server to Power BI so that i can visualize Top 20 customer, Top 20 Sales Order like that.

In Production Details screen’s extension, I have added an Action called ConnectToMRN.  In it’s workflow extension I have defined a dialog box also. I customized the Action such that it pop up the dialog box on click the button using the customization editor as bellow. Following is complete workflow customization code of the production details screen.public class ProductionOrderWorkflow : PXGraphExtension<ProdDetail_Workflow, ProdDetail>{ public sealed override void Configure(PXScreenConfiguration config) { Configure(config.GetScreenConfigurationContext<ProdDetail, AMProdItem>()); } protected static void Configure(WorkflowContext<ProdDetail, AMProdItem> context) { var formAssign = context.Forms.Create

We are looking for exception reporting on Back Order Inventory Items, at the Sales Order line level: For Sales Orders that have Back Order Status, we want to pinpoint the specific Items which are on Back order.  Is there a Back Order Status at the Sales Order Line level to flag which Inventory Items caused the Back Order, for follow up?

Hi All,The Commerce Retail team has recently prepared a technical guide about import of Refunds supported by the Acumatica Shopify connector in version 2023r2. This guide covers the most common refunds scenarios for Shopify orders with cash or credit card payments. We believe that this document will help to improve users’ knowledge of the refund import process and what results they can expect.If there are any other frequent scenarios of refunds applicable for Shopify orders, please let us know in replays for this post. Thanks

Hello,Looking for a little guidance on how to get client side JavaScript to work. We are evaluating a platform called UserFlow the automates onboarding by guiding you through the product with prompts and such.The installation require injecting JavaScript into the body of the page then calling a couple of functions to initialize and start user flows.I placed the main JavaScript into a columns container in the header of the Customers page, then attempted to initialize in the Init property of the data source. I even put a couple of buttons on the screen to call the initialize and start functions. Does it look like this should work?  

Hi Acumatica community,Does anyone know how to adjust the file that is created when you click “print shipping labels” (from the easy post integration) so the size of the label works for a label printer? We use the zebra printers where the labels print directly to a sticker so we need to remove the extra white space on the page or have the page size adjusted to reflect the 4”x6” label size.Our workaround is to print the labels one by one, but it seems unnecessarily time consuming.Thanks for any advice or ideas!

Hello to everyoneIm doing a GI to show me the run out date, i already made to show me the date but it show me with the time.. how can i get to forces to show me only the date mm/dd/yyyy thank you 

I have created a custom screen called Material Reques Note (MRN). I need to add two button which crate an Issue and a Transfer base on the MRN data. When trying to create an INTran DAC instance for each inventory item in the MRN it does not works. According to the investigations did by me I assumes that INTran type instance did not initiated correctly. I hope that may need to Set more field values. Following is my action code for one button.  public PXAction<MRMaterialRequest> CreateIssue; [PXButton(DisplayOnMainToolbar = true, CommitChanges = true)] [PXUIField(DisplayName = "Create Issue", Enabled = true)] protected virtual IEnumerable createIssue(PXAdapter adapter) { MRMaterialRequest mrn = MaterialRequestView.Current; PXResultset<MRInventoryItems> items = MaterialDetailsView.Select(); PXLongOperation.StartOper

Currently all Restriction Group access screens are limited by the Header the Function example Vendor/Customer For Maintenance how do I create a GI that will show the Restriction group including all the included Vendors I cannot find a link?    

Having an issue trying to close a completed production order. When I hit process in the Close Production Orders Module, I receive this error message: “IN Error: Unit conversion EA is missing.”Is this coming from the stock item or the completed production order. The base unit for this stock item is listed as EA. Thanks!!

Hi All,Trying to setup a label report. It consists of two labels on one report with the next function on the second label. The first label prints fine without spaces but the second label add a small space. This then gets added on each subsequent label.On the preview you can see it here:The two detail sections are exactly the same:Then on Acumatica it also only shows one label per page and not 2 with a white space at the bottom. Footer sections has been set to invisiblelooks like this when printing:

Hi everybody,Is there a native way to using the REST API to filter the list of ProjectTasks (for example) based on a single Attribute’s value? I tried a couple things for the $filter. I tried referencing attributes as if it they weren’t an array, like so.Attributes/AttributeID eq 'SCOPE' and Attributes/Value eq 'Test'But I got this error: “The parent value for a property access of a property 'AttributeID' is not a single value. Property access can only be applied to a single value” Then I tried using the `any` lambda, referenced here:Attributes/any(a: a/AttributeID eq 'SCOPE' and a/Value eq 'Test')But I got this error: “The method or operation is not implemented.” Is there any way to do this?

Hello,I am trying to tinker in the system to get project manufacturing working as it says it should (for my knowledge and understanding) but I feel like there is something I am missing. I am using standard sales demo snapshot and 23R1. Please see the below for steps I’ve taken to attempt to get project transactions generated through a production order. I am expecting both labor and materials to come through and am currently seeing neither.Create production order on project (‘Update Project’ is checked) Material and labor transactions created No corresponding project transactions created

Hello everyone, I am looking to change the UI availability for the editing of fields when a Sales Order is in shipping.I have moved the Credit Hold stage to the Shipment stage because of how our business processes work, we process and manufacture Sales Orders but do not ship until the leadership team is satisfied with payments. I am aware that I can make the fields editable through a RowSelected handler, however, would it be better to override the DisableWholeScreen method which is used in the SO workflow to make these fields editable.Another condition that needs to be satisfied is that the Qty on Shipments field cannot be higher than 0, for the fields to be editable, I am not sure if I can put a condition into a workflow .WithFieldAssignments method. Could someone advise on what the best way to go forward with this would be. Thanks,Aleks

Trigger a Notification when the Particular Inventory received the Goods for the first time in the year ( is purchased for the first time in the year ).Any Suggestions.

Hello,I’m doing an import to create brand new Business accounts via Excel spreadsheet.  Everything is importing correctly except two attributes that are, of course, super important for us.  The attributes are COUNTY and TTM.  It errors immediately with “One or more Attributes are not valid.”  I have included the scenario and a small version of the Excel spreadsheet.  I have tried having Commit checked and unchecked for both of them.

How to automatically update project current margin estimate that equals total revenue budget minus total cost budget divided by total revenue budget?