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We are a subcontractor working on our initial Acumatica set-up. We send out multiple quotes daily to several customers and need a way to track/follow-up on the progression of the quote from bid to project award. This could mean reaching out to several different tiers (Arch, GC, EC, etc). Additionally, we need to be able to see all opportunities that have been sent to a specific customer, whether they were awarded the project or not. We looked at setting up the bidders under Opportunity/Relations, however the only opportunity records that show under the Opportunities tab, in the Business Account, are the ones that the customer is specifically listed as the Business Account in the Opportunity. Are there any other subcontractors that have dealt with this? What was your workaround?
I think the answer is no, but I have to ask. Is there a way to disable a field in a grid, but not the entire column?If an item is not a stock item, I want to disable a field in a grid, but just for that row.
Has anyone every done anything around the Text/Notes that default on an Activity. Request is that when they price a certain Type there could be some default Text populated so the user just completes it.
Hi Team,I just want to confirm if there is a way for mass deletion of Account in Chart of Account Screen?I tried to map this in Import Scenario but there is no action for delete.Please let me know if you have other recommendation.Thank you!
Hi Team,I Have a very simple customization where inserting one line item programmatically on Order Qty Field Updated event.Acumatica version : 21.208.0032From screen level it is Inserting new line item and working as expected. While trying to create order from Postman facing the below error.{ "message": "An error has occurred.", "exceptionMessage": "Operation failed", "exceptionType": "PX.Data.PXInvalidOperationException", "stackTrace": " at PX.Api.ContractBased.EntityService.Put(ISystemContract systemContract, String version, String name, EntityImpl entity, CbOperationContext operationContext, Boolean throwOnError)\r\n at PX.Api.ContractBased.Soap.SoapFacadeBase.PutImpl(EntityImpl entity, Boolean throwOnValidationError)\r\n at PX.Api.ContractBased.SystemContracts.V2.RestController.PutEntity(EntityImpl entity, String select, String filter, String expand, String custom)\r\n at lambda_method(Closure , Object , Object[] )\r\n at System.Web.Http.Controllers.ReflectedH
Hi Team,How to add new button to following red highlighted area? Thanks
Is it possible to make a custom pivot table instead of using the default pivot. If so, how?
I have a GI that provides all the data required to run a pivot on it and analyze the results.Are there any ways to get the pivot to work on the mobile app? I believe it is not possible, but has anyone found a workaround?
When add value it show the readable key but when release it show the number key. Here is my code. [PXSelector(typeof(Search<BAccount.bAccountID, Where<BAccount.status, Equal<MegaCustomize.Generics.sT>, Or<BAccount.vStatus, Equal<MegaCustomize.Generics.sT>>>>), typeof(BAccount.acctCD), typeof(BAccount.acctName), typeof(BAccount.classID), typeof(BAccount.type), typeof(BAccount.status), SubstituteKey = typeof(BAccount.acctCD), DescriptionField = typeof(BAccount.acctName))] public virtual int? UsrName { get; set; } public abstract class usrName : PX.Data.BQL.BqlInt.Field<usrName> { }
Hi All,We are having a weird issue while navigating to a screen from GI. The navigation from the GI to the Customs screen is only working for the admin role, for all other roles it shows up the below page. Under Access By Screen, Access By Role and Access By User we have set Delete access, but still page doesn’t show up.
Hi! Is it possible to concatenate these values after group by? I want the output to be “Order Fulfillment, Customer Experience” since they just belong to a single activity.
Hello Community,I wanted to clarify if we can record the opening balance for a particular year manually by creating a GL transaction instead of importing them (in case if someone doesn’t have the previous records to be imported). If yes, then what would be GL entry. Also the same scenario for a closing balance.Thanks in advance.
Hello All,I have been trying to create a PnL sheet where the starting year is 05-2022 and ending as of 04-2023. Have been trying to setup the values under Column Sets but it only displays the values for 05-2022.If I select any of these values in the hyperlink it displays the values only for the period of 05-2022 instead of 04-2023. Kindly guide me out as to what I am missing here?
Hi,I am working on Formula Editor/Expression Builder in new Custom Screen by taking the reference of Base Acumatica screen Allocation Rules(PM207500) Quantity Formula field.In ASPX there is a syntax like below <pxa:PMFormulaEditor ID="edQtyFormula" runat="server" DataSourceID="ds" DataField="QtyFormula" Parameters="@Rate,@Price" />How can we approach these type of Selectors in our Custom Screens? Any Steps to follow, Suggestions/Test case will be helpful.Thanks.
When configuring Exchange Server Integration and select ‘TEST SERVER’, receive this message:“Application with Identifier was not found in the directory”Google gives me this article in Microsoft: https://learn.microsoft.com/en-us/troubleshoot/azure/active-directory/error-code-aadsts70001-app-not-found-in-directoryBut it does not make sense and resolve my issue.Anyone faced this error message?
