Discussion Forums

My customer want to configure the users for they only can transfer to one location, this is possible?

I want to lock, not allowing further updates, to my forecast. 

How do we set up a Restriction Group for Business Accounts? It seems an Entity Type is required to set up a Restriction Group, but in Restriction Groups there is not an Entity Type for Business Accounts. We are trying to restrict view and access to the Business Accounts to only the Owner of the Business Account. Thank you. 

Hello,I am currently working on customizing the Acumatica mobile app and am trying to implement a PXCompanyTreeSelector attribute for the Workgroup field on my screen. In the web application, the field is configured correctly as a hierarchical tree selector, and it works as expected.However, when I add this field to the mobile app using the MSDL, the field appears as a simple text input, not even a dropdown or selector. I cannot see or interact with the tree structure at all.How does the Acumatica mobile app handle fields with a PXCompanyTreeSelector attribute? Is it possible to display a hierarchical selector in the mobile app? Are there any workarounds if the tree selector is not supported in the mobile app?I’d appreciate any guidance or examples of how to properly implement a PXCompanyTreeSelector field in the mobile interface.Thank you!

The out of the box system does not let you specify any other type of account for a Vendor on an ACH (NACHA) export from AP. Follow these steps to fix:Go to Banking → Preferences → Payment Methods Select the Payment Method ID of the profile that you want to update, mine is ACH Click the “SETTINGS FOR USE IN AP” tab Click the + to add a new line ID Description Entry Mask Validation Exp 5 Account Type (Chk=22, Sav=32) 00 ^\d{2,2}$   Save  Go to Integration → Profiles → Export Scenarios Select “Export AP Payment to ACH” or which ever one you use Click the + to add (3) new lines Field Values Source Object Field/Action Name Target Field/Value vendorPaymentSettings @VendorPaymentMethodDetail.detailID ='5' vendorPaymentSettings DetailValue CCD_TransactionCode vendorPaymentSettings =IIF([CCD_TransactionCode]=null,'22',[CCD_TransactionCode]) CCD_Transact

Is there a way to include the record note when Export to Excel? 

Hi! Right now we have a dialog box created for the ‘Close’ action on the cases screen for case owners to put in closure notes when closing a case.Is there a way to also add a pop-up note/reminder when user hit ‘close’? Are pop-up notes and dialog box the same in customization? Thanks!

I’m looking for a way to ensure that when I convert a project quote into a project, the descriptions of the cost codes reflect the individual cost code descriptions rather than being aggregated in the revenue and cost budgets. For instance, if my cost code 15-100 is labeled as “Hardware,” I would like the project to display “Hardware” instead of the “aggregated: material”. Is there a way to ensure the cost code descriptions are carried over from the quotes to the projects?Project Quote Project Cost BudgetThank you!Gisele

Hi!I would like to have the Purchase to Order po source set to create a Purchase Order with the Shipping Destination Type set to “Customer” rather than the default of “Warehouse”. Can anyone point me in the right direction on how to make this adjustment? Thank you   

Hi,Can someone help me find the way to delete the T4 batch for submission in Payroll ?I can delete these other batches but not this one.Picture below for referenceThanks

Hello all,I would like to know the steps to following after we setup the fiscal year, import the balances in the Journal transactions.Thanks in advance.

Always Current tells me that I should update to 24.203.0023 from 23.211.0017 but when I do so I get an incompatibility error, what would be the jumps needed to end up in 24.203.0023?? Please help

Can this process below actually be automated?I have setup a schedule to process all materials purchased from production order and received but there is no Material batch created despite schedule already run. 

On the customer screen (AR301000), we are trying to add some extra contact fields for the customer. We just need to have a selector where we choose the contact, but we keep getting an error message about the selector not having a callback event. Selector field on ScreenError message When selecting fieldAfter research, the ‘ctl00$phG$tab$t0$s0_s1_f2$’ just corresponds to where the field is located on the screen. The field is a UDF added on from the Customization Projects->Data Access section.Field AttributesField ASPXI have been looking for a while and cannot find how to make/implement a ICallbackEventHandler or why the target cannot be found. Any assistance would be appreciated.

Hi Good day can i change my Start Period and EndPeriod to GLTran.TranDate because i want to view this by Date not by FinPeriod  

How can a default report be setup to print out. In other words, if, in Sales Orders, we do a filter for all Repair Orders (RO Order Types), how can we ensure that a custom made Repair Orders form will print out instead of an Order Acknowledgement, or some other defaulted Generic Report. I understand that it may possibly be setup in the Sales Orders Preferences, but after that I am not sure how the process is further setup for a default report for a specific order type.

I have installed the 2024 R2 T290 learning course instance in the default folder address provided (C:\TCourseInstances\SmartFix_T290\) on install along with all options selected to true (install JSON, enable Modern UI, etc). Every time I run the script “npm run getmodules” I get the following: Error [ERR_MODULE_NOT_FOUND]: Cannot find module 'C:\TCourseInstances\SmartFix_T290\FrontendSources\gulp-tools' imported from C:\TCourseInstances\SmartFix_T290\FrontendSources\gulpfile.tsat finalizeResolution (node:internal/modules/esm/resolve:275:11)at moduleResolve (node:internal/modules/esm/resolve:860:10)at defaultResolve (node:internal/modules/esm/resolve:984:11)at ModuleLoader.defaultResolve (node:internal/modules/esm/loader:716:12)at #cachedDefaultResolve (node:internal/modules/esm/loader:640:25)at #resolveAndMaybeBlockOnLoaderThread (node:internal/modules/esm/loader:675:38)at ModuleLoader.resolveSync (node:internal/modules/esm/loader:698:52)at #cachedResolveSync (node:internal/modules/esm

I’m trying to get this check report to work with the checks our company uses, however, there seems to be some white space at the top of the report I can’t get rid of it. Is there some way to get the text, specifically the date, higher up on the printout? 

I’m needing to update the Export to External System checkbox on inventory from TRUE to FALSE but not having much success. I have my import scenario set:When I attempt to process the import, it just throws off an error message:Not sure if I’m missing something or I have the import scenario set incorrectly. Any assistance would be appreciated.

Hello,Trying to come up with an easy way to see all activities created under Leads, Opportunities, and Business Accounts. When an activity is created the user enters a Summary, but then also types up details in a separate box. Does Acumatica allow for these details to be put into an Audit? I put a picture to show the spot I am looking for. I am trying to save clicking around to read every report all my salesmen enter daily.  Best regards, Aaron Abner  

Hi Experts, i need to create business event to trigger sales order and update line level discount when order total hits specified amount.So is there any idea for this scenario. Any input would be much appreciated. Thank you. 

Hi, I have an issue with an upgrade from 2023 to 2024 that I haven’t yet been able to work out.  Have been through the normal process of setting up a local Dev environment, recompiling the code making sure that all references to DLL’s are up to date, etc.  The issue is as follows: When I attempt to publish the recompiled code I get the error: The type or namespace from ‘InventoryItemExt’ does not exist in the namespace PX.Objects.IN:Also, I noticed that when you choose detect modified files, the file PX.Objects_SO_SOLine_extensions.cs referenced in the error message above also features (I have not see this type of behavior before - and I’m confident I haven’t touched that file)  The references I have in my customisation are shown below:   the customisation code does not have InventoryItemExt anywhere, and it compiles no issues.   In the customisation there is a graph extensions to SOInvoiceEntry, and to get the code to compile I commented out the 3 lines below prefixed //JS: These nam

 Hello,i want to add a action with the type “Navigation: Sidepanel” to the QuoteMaint graph. My issue is, that despite no errors and the method executing there is no sidepanel appearing.I have used the same approach for SOShipmentEntry and three other graphs, were the sidepanels appeared and worked correctly.I checked that QuoteMaint already has an existing workflow and that there are no other customizations or extensions interfering.Could the issue be a restriction in the workflow of QuoteMaint?Every idea or tip is highly appreciated :) Thank youusing PX.Data;using PX.Data.WorkflowAPI;using PX.Objects.CR;using PX.Objects.PM.CacheExtensions;using PX.Objects.SO;namespace PX.Objects.CR{ public class QuoteMaint_Test_Extension : PXGraphExtension<PX.Objects.CR.QuoteMaint> { public sealed override void Configure(PXScreenConfiguration config) { Configure(config.GetScreenConfigurationContext<QuoteMaint, CRQuote>()); } protected static void Configure(WorkflowConte

I had complete Invoice transaction AR then I need to release Tax, but I don't know why it didn't have transaction to process. Thank so much for your sharing and helping 

Newbie here, how can you pull the data from prepare replenishment into a generic inquiry.Given that our INReplenishmentFilter has Incoming References - There are no incoming references.Outgoing References - There are no outgoing references.To INReplenishmentLine