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In order to automate the Prepare Invoice process in Process Shipments I need to be able to filter for a specific group of customers. Unfortunately Customer Class is not an available filter, so I am wondering if anyone recommend another way of achieving the same thing ? 

 Hello, I would like to create an email template SM204003 with logos that link to a page. I save the logo in Haufe and then insert it via Insert -> Image.If I were to send the email now, the logo would appear in the email as it should be.However, as soon as I add a link to the logo, so that clicking on it redirects the user, the HTML code changes in such a way that when sending an email, the image is also attached as a file.  HTML without linking <td style="text-align: center; padding: 18pt 0cm 18pt 15pt;"><img src="https://Kundenname.haufe-x360.app/Frames/GetFile.ashx?cache=yes&file=Benachrichtigungsvorlage (61)\Kundenname_logo_positiv.png" objtype="attached" data-convert="view" embedded="true" title="Benachrichtigungsvorlage (61)\Kundenname_logo_positiv.png" width="200" height="70"></td> HTML with linking  <td width="125" valign="top" style="width: 93.75pt; border-top: none; bo

Our trucks don’t want to wait while we pull goods from our bins, so we pre-stage the loads on our shipping dock. Pick, Pack, and Ship allows us to move the goods for a shipment, but we pre-stage before the shipment is generated. How would we go about this with quantity/item validations like we have in Pick, Pack, and Ship? Ideally this would take in a sales order number, then we could choose the bins and transfer the goods. RIght now we’re using Scan & Transfer, but there is nothing guaranteeing that the team picked all the items or the correct qty of items for pre-staging. We only catch this at Shipment generation when we notice an item is missing or is shorted. Thanks!

What is the difference between the 2 planning methods (MRP and Inventory Replenishment)?

Hello, I have a GI that I created to take SO’s to SO Lines so we can see the SO by inventory items. The team wanted to add the opportunity stage status, which has now created duplicate lines. I thought if I grouped by inventory item it would help, but it removed the below order I have been sampling. Anyone have an idea what the easiest solution fix is. I would like to be left with the line(s) with the stage ID and the duplicates can go away. Thanks  

I added a new column to the grid in the "Prepare Replenishment" screen (IN50800) please refer the image below: Please note that I have marked the column header which is added as a custom column.Please refer the code below:namespace PX.Objects.IN.S{ public class INItemSiteExt : PXCacheExtension<INItemSite> { public class ProgNameAttributeID : BqlString.Constant<ProgNameAttributeID> { public ProgNameAttributeID() : base("PROGNAME") { } } #region UsrProgramName [PXString(255, IsUnicode = true)] [PXUIField(DisplayName = "Program Name")] public virtual string UsrProgramName { get; set; } public abstract class usrProgramName : BqlString.Field<usrProgramN

I have a process screen which applies prepayments to bills automatically based on matching invoice numbers. That much works great. I want to inject a step where the system checks for prepayments that remain open after their associated bill has already been closed out. I have the code that does this, and it works. What I can’t get to work is a user input prompt that says: “Unused prepayments have been found: Do you want to cancel or process bills anyways”For the process to run efficiently, I don’t want the dialog to be raised per record, so I am avoiding events.I’ve gotten the dialogs to work outside of events, but they seem to not cooperate with any form of long operation, including SetProcessDelegate(), which kind of undermines the whole thing. Does anyone know of a way around this? 

Has anyone created a customization to automatically attach files to an invoice? We need a solution where we can attached service order reports to SO invoices upon emailing. Someone submitted an idea on this matter 2 years ago, with several upvotes, but Acumatica hasn't acted on this yet.  

Good Day Everyone, I am trying to figure out how costs get calculated on disassemblies. The knowledge base associates disassemblies with the Actual cost method. Is there a formula I can see on how this get calculated?Does anyone have a formula?Thanks

How do I fix the GI for Appointments? I would like to restore this GI to it’s “out-of-the-box” configuration. Thank you!

Hello,Running into a strange issue and wondering if anyone else has seen it. One of my users, when he types content into the pop-up Email window, if he moves that window around afterward, the text will be cleared entirely. This behavior is new and only occurs for one user. He is on Windows 11 and using the latest release of Google Chrome. Thank you

Has anyone run into the following: We have configured MS Exchange with Modern Azure Authentication - that’s working fine except for emails that are triggered via a business event or an automation schedule. These are triggered using the admin user and without an Owner attached: This was fine when using Standard email accounts, but when we specify the account to send from on the Notification template, we get this warning - and true enough, the email generates but is never picked up in the Synching of Exchange and actually sent. It’s status stays as Pending Processing.  I have tried using an assingment map to assign an owner, but the owner field is non-editable at

I added a custom field UsrHoldForPaymentProcess to the Bills and Adjustments screen.  This field gets created in the APRegister table.  It is a checkbox to indicate that we do not want to show this bill on the Approve Bills for Payment screen. On the Approve Bills for Payment screen, I want to only show Bills that do not have the UsrHoldForPaymentProcess field set to true.One problem I see is that the select statement for the Approve Bills screen pulls from APInvoice, not APRegister. To adjust what gets displayed in the grid, I want to override this method in the APApproveBills graphprivate static Type getAPDocumentSelect(bool groupBy = false) I cannot seem to get the override correct as I get an error that the signature does not match.public delegate Type getAPDocumentSelectDelegate(bool groupBy = false);[PXOverride]public static Type getAPDocumentSelect(bool groupBy, getAPDocumentSelectDelegate baseMethod)

How can i add a value for Specific warehouse Qty in report?For Ex:- There is one customized Report for which client needs to display warehouse , Location Qty but when i go to Inventory summary that location is coming for specific Item number not for every Stock Item.So for ex there is one Stock Item which display the Value for Location A - 550 Stocks and Location B - i need to show which displays as - 330 as QuarantineSo i need to display the 330 Value which displayed for Quarantine only.  

Hey Guys, Summary:We are experiencing an issue with saving changes made to the Project Attributes (attributes section of the PM304500 screen) when they have been modified. The goal is to save the changes automatically when a project attribute is updated. However, attempts to implement this using the PXLongOperation class have not been successful, and we encounter the error "The record could not be saved".Detailed Description:We have implemented a customization for the PMQuoteMaint graph to save changes to project attributes automatically when they are modified. This involves setting a flag when an attribute value changes and then attempting to save the changes using a custom action with PXLongOperation.Despite various attempts, the save operation fails, and we receive the error "The record could not be saved". Below is the code we have used: using System;using System.Collecti

Is it possible to restrict a specific user to only see the Invoice Type “Invoice” from the Sales Order Invoice screen SO303000 (and screen AR301000 as well)That is there should not be able to select any option besides type “Invoice” I have tries to use the Access Rights by screen option, and it seems it is also not working.How best can I implement the intended restrictions to allow only a specific user to create Invoice types only and exclude the others (Cash Sale, Cash Return, Debit & Credit Memo)?

Hi I was trying to an audit history of the person who has created a Journal Entry and the name of the person who approved the transaction. Unfortunately, I could not find any option in Acumatica. for your information, I followed the following steps,Audit History when you click on the “Audit Historyit gives only the person's name who had lastly modified the transaction BUT not the name of the person who had APPROVE the transaction.  As you can see in below-screenshot, someone has created this Journal. Another person checked the entry and did the bank reconciliation. The system indicates the same person's name as the ‘Creator’ and ‘Modifier’ which is not true.  

I was recently told that if you have a Sales Order that has a linked Production Order the user is unable to ship separately and has to ship the full amount of that link or else Acumatica has issues processing it. For example:Sales Order Line is for 5 → Production order is for 5 → 3 complete early and we want to ship them to the customer → 2 complete a couple of days later and we need to create another shipmentSince there is a “hard link” on the Sales order we are unable to create shipment 1 for 3 items and shipment 2 for 2 items without causing issues in Acumatica. Is this correct? If so how have other customers got around this?

How can we close a quote as lost, and give a reason why it was lost? We need to be able to track what quotes we are winig or losing, and the reasons why.

I’m doing the V200-Commerce Edition training.I’ve setup a trial for BigCommerce and have configured the setup as per the guide within the training.When I try to create a BigCommerce store I get the following error:“Index was outside the bounds of the array.”Has anyone come across this issue? Stack Trace:    at PX.Data.PXStringState.get_ValueLabelDic()   at PX.Data.PXView.SortResult(List`1 list, PXSearchColumn[] sorts, Boolean reverseOrder)   at PX.Data.PXView.Select(Object[] currents, Object[] parameters, Object[] searches, String[] sortcolumns, Boolean[] descendings, PXFilterRow[] filters, Int32& startRow, Int32 maximumRows, Int32& totalRows, String[] sortAsImplicitColumns)   at PX.Commerce.Core.BCBindingMaint.<entities>d__4.MoveNext()   at System.Linq

Hi All,New in-house data engineer here...I am working on a customization that deals with categorization and tax compliance. Our company has tax categories that are added and removed regularly, so I have made a dynamic SQL script that can reflect these changes in a view.Is it possible to re-generate the DAC from this view without a republishing the customization with the new code? Is it possible to call the method behind the ‘Generate members from database’ directly?If so, will the SQL and the C# that define the view and the DAC be run whenever someone requests the G.I., or do I need to add code to the customizations that define the updates and imports to regenerate the SQL View and DAC right away? Thanks,Aaron

Good afternoon,We are using Banking -  Bank Deposits as a way to reconcile and for some reason we cannot locate the payments under certain Payment Methods...is there a dumb reason we are overlooking on settings that we need to alter?Our check payment method works fine, but we cannot seem to find ACH or CASH payments under this umbrella.Still fairly new to Acumatica, so I’m sorry if its an easy question!!!!  

Hello Everyone, I am new to Acumatica and will need your support.Please is there a way to fix the below error message on Acumatica? I got the error message when I tried to download the project cost report (PCR) Regards,Femi Orekoya

Hello,We have a custom processing/inquiry screen that is meant for mass entry and processing of integrated data. When I put the endpoint together, I am getting the following warning for both the processing filter fields and the row fields. Is there any reason this would be occurring? I get the gist of it, but I am not able to put two and two together for how to fix. I looked at a similar screen (SalesPricesInquiry) and was able to have a successful PUT request by specifying the filter and then entering in a new row(s) as a sub array object. When I try to do the same on this screen, none of my header nor row level fields are returned and nothing is created but I get a 200 response. I can post details of the request/response in this thread, but I have a feeling it has something to do with how the screen was coded itself i

Before I completely remove the 2024R2 Preview instance that I’ve working on and start over, I want to share the issues I’ve run into to see if anyone can point me in the right direction and save me some time and frustration. A decent amount of information can be found from different developers on enabling the modern UI on the earliest version of Acumatica where it was available. However, I’ve found very little in regards to working with it in 24R2. I don’t know if there are differences on not.I realize the new UI is not for production use, but I’m following the instructions from the Acumatica documentation and various blog posts to learn what I can about it so that I’m ready when it’s released for production use. Here’s where I’m at, what I’ve tried, and what I’m stuck with.My instance is running 2024 R2, Preview Build 24.191.0155 When I installed it, I checked the “install nodejs” checkbox and had the below folder at the site roo