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We have a customer that transfers inventory to and from related entities with different base currencies.  Company A sends the inventory to Company B.  Company A has a base currency of USD and Company B has a base currency of CAD. We cannot perform Transfer Orders or 1-step or 2-step transfers to any warehouse with a differing base currency.  I have a case open on this but was hoping to reach out to the community to see how they might have solved this issue.The customer does not want to do intercompany sales for these types of transactions for a couple of reasons.  1. An intercompany sale requires the person creating the sales order to know the cost of the inventory “selling.”  They are simply transferring cost from one warehouse to another.  2. They are not billing each other for these items, they are wanting to transfer inventory and costs between Company A in USD and Company B in CAD.Any thoughts or suggestions would be greatly appreciated!

I have 3 actions on a custom form.  I set the IsLockedOnToolbar to true.        public PXAction<ICSFSSSchedule> DeleteScheduleDetails;        [PXUIField(DisplayName = "Delete Schedule Details", Enabled = true, MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton(IsLockedOnToolbar = true, Category = "Other", CommitChanges = true)]        public void deleteScheduleDetails() This was addressed in the following topic, but the solution there does not fix my issue.All of my actions show in the title bar of the screen:I have reset the caches, restarted the application but the menu items still show.I want them to appear in

Hello there,I am working on a project that involves integrating Acumatica with a third party CRM system. Our goal is to ensure that customer data flows seamlessly between the two systems without any manual intervention. We are particularly focused on syncing customer records, sales orders, and real-time updates on customer interactions.What are the recommended methods for integrating Acumatica with a CRM? Is there a preferred API, middleware, or tool that you have found effective?How do you handle data mapping between Acumatica and the CRM system? Are there any common challenges in aligning data fields, and how do you overcome them?What strategies do you employ for error handling during data synchronization? Are there specific error scenarios you have encountered; and how did you resolve them?Have you noticed any performance impacts when running continuous synchronization between Acumatica and a CRM? How do you mitigate any potential slowdown

Good day, I need to pass values from a custom field in APTran in Bills and Adjustment at the moment when the Bill is released and the Journal Transaction is created, I need to pass the values to GLTran to a custom field, but when I use the Actions.PressSave I get a null error, Object reference not set to an instance of an object. I can't find which is the value I am missing or which another field appears as null and is required, I compared between the null fields on cache and the fields in the database that say that are required, but all the fields that appear as null are allowed to be null so I can't find the problem.I would appreciate some assistance please.public class APInvoiceEntry_Extension : PXGraphExtension<PX.Objects.AP.APInvoiceEntry> { #region Event Handlers public delegate IEnumerable ReleaseDelegate(PXAdapter adapter); [PXOverride] public virtua

Hi all,I crafted a comparative sales report to show sales for a period of [@MonthStart] to [@Today] for a 5-year span, ie, with today being September 9, the report would show:Range A: 09/01/2020 - 09/09/2020Range B: 09/01/2021 - 09/09/2021Range C: 09/01/2022 - 09/09/2022Range D: 09/01/2023 - 09/09/2023Range E: 09/01/2024 - 09/09/2024(note: these are the default date ranges I’ve set, as that’s what our sales team wants, but the user can input any 5 date ranges they want)The report shows sales for Ranges A, B, C, D just fine, but unfortunately Range E always shows $0.So to get all 5 periods, you have to run 2020-2023 in the first report run, then plug 2024 period into a separate report run.Can someone look at the .rps/.rpx to eyeball this? It’s driving me crazy and I think I’ve missed something simple like an open or close (), but I’ve double checked the parameters and filters and everything looks ok.Thanks!

I have an Generic Inquriy column called orig_ord_type which, depending on the ARInvoice.DocType could either be a ‘C’ for Credit or an ‘O’ for Invoices and Debit Memos. My logic for this  is =IIF(LEFT([ARInvoice.DocType], 6)  =  'Credit', 'C', 'O') which accounts for Credit Memos and Credit WO (Write Offs) which should be coming up as ‘C’, but everything is coming up as an ‘O’. I’ve even tried using =IIF([ARInvoice.OrigDocAmt] < 0.00, ‘C’, ‘O’) and anything listed as a Credit still had an O in the column. If anyone has other ideas, they would certainly be appreciated, even using the =SWITCH function. I’ve tried the =SWITCH and I received an error about the MEMO token. 

Good morning Acumatica people!I have a question about Acumatica Payments - we have recently upgraded to 2024R1.From videos I’ve found online, the payment links generated by AcuPay should take a customer to a portal where they can see all of their open invoices (see image pulled from youtube video below) Our payment links don’t do this - they send the customer to a page that only reflects the invoice where the link was generated Where is the setting for allowing customers to see their full list of open invoices instead of just the one invoice for payment? That would be a really helpful thing but I can’t find where that setting is located. Also - is there

Hello,I created a Related Documents Tab in my custom screen Similar to Relations Tab in Opportunities screen.I added Transfers in Type Column, But Data is not retrieving from Transfers screen.Pls refer below screenshot.Is there any sample code for this or where I need to add code for this?Please suggest any solution for this. 

Would like to see a customization on attaching files to Purchase Orders and Purchase Order receipts automatically. When we enter receipts for our purchase orders, looking to see if there is a customization that will automatically match up the packing list with the receipts as well as, matching up the order confirmation with the Purchase order.

There is a new requirement to establish a connection between Sales Orders (SO301000) and Bills and Adjustments (AP301000). I attempted to add two custom fields for order type and order number in the Bills and Adjustments (AP301000) form to retrieve sales order types and sales order numbers in the database, allowing the user to select them. Using this new custom column, which stores the sales order numbers, we can establish the connection. However, this did not produce the intended result. Is this the correct approach to create a connection between these two forms? Any guidance or detailed steps on how to implement this would be greatly appreciated.

I’m trying to create AP Bill Payment by REST APII found that I can do it with “Check”, but it doesn’t work for me - may somebody have experiance with AP Payments and can say what I’m doing wrong.One of my API requests: PUT http://***/entity/Default/20.200.001/Check HTTP/1.1Accept: application/jsonUser-Agent: OpenAPI-Generator/1.0.0/csharpContent-Type: application/json{"ApplicationDate":{"value":"2024-09-08T00:00:00"},"CashAccount":{"value":"10011"},"Description":{"value":"Test"},"Details":[{"AmountPaid":{"value":15.0},"DocType":{"value":"Bill"},"ReferenceNbr":{"value":"TEST002"}}],"PaymentAmount":{"value":15.0},"PaymentMethod":{"value":"CHECK"},"PaymentRef":{"value":"Test001"},"Type":{"value":"Payment"},"Vendor":{"value":"V100"}}All my attemts finish with an error like: “exceptionMessage=The system failed to commit the Adjustments row.”

Hi EveryoneThe warning message, "NTE Value Exceeded. Do you want to process it?", appears repeatedly in the Appointment form whenever "OK" is clicked. This occurs when attempting to save an appointment that was created from a Service Order form.We need assistance in preventing the warning from being shown multiple times during the save process.Could you please assist for us.

Hi all, I am wanting to add suppliers bank details onto the remittance from but am unable to extract the data from the grid. I have added the PaymentMethodDetail table to the report but it doesn’t report on the actual information in the grid and just gives me either the headers or other values.   

I am trying to set a business even that creates a task when the Negotiation date is changed on a Contractible Ingredient but I want the tasks due date to be something configured like @today+30 with the start date being @today. these options are not available when selecting the from schema option nor does it seem to work when entered as such manually. is there something I am missing here or will this require customization? 

Business task - CR Quotes (from Opportunities) are emailed to the prospective customer. The quote is attached as a pdf. After a month, we wanted to send a follow-up email to see if there are any questions or if the quote is “dead”.Setup - We created an email template for the follow-up which includes the new verbiage as well as the original email verbiage. (Did this so that the new verbiage is at the top of the email rather than the bottom - a known issue in Acumatica.)Process - The original quote email is opened, select “Forward” (so that the pdf is still attached), select the follow-up email template and click the “Replace Email Contents” box and hit Select.Problem - The follow-up email is sometimes created, but more often it does not populate. There are no exceptions noted in the trace.We can’t figure out why the template isn’t working or another way to send the follow-up which includes the pdf.Below is the template we are using.

I have a need that I think is quite simple but I can't figure out how to do it.I want to have a line chart that shows the total count of open cases(CR3060PL) over a period (eg: the last 30 days).So X = dates and Y = total count of open case at the given dateI want to be able to see if there is a trend.Can someone show me how to do it?Thanks

How to create Generic Inquiry to display information from report generated using Report Writer?

I am trying to build a GI that has an actual percentage margin (Sales-Costs/Sales), instead of an average. This report needs to be aggregated by day (to show the actual margin on a dashboard that is updated every time the page is refreshed)What the query does is if the AR transaction is not released, it will pull in the costs from the SO table to work out the margin.The GI currently looks at the ARTran and SOLine tables I can easily get the net sales and the costs , and can work out a margin based on actual costs from the ARtran table, however

As part of our integration, we push time activities for the customer from our system into Acumatica. We currently are hitting this error for one specific customer, and are unclear as to how to fix it. Other customers do not run into this, so I’m wondering if it is something to do with the customer’s specific setup? Inserting 'Time Activity' record raised at least one error. Please review the errors. Employee: Employee 'E00001' cannot be found in the system. ProjectID: Project '5360' cannot be found in the system. Please verify whether you have proper access rights to this object. ProjectTaskID: Project Task 'T160LB' cannot be found in the system. I’ll note that we cannot view the “Employee Time Activities” screen on Acumatica with the user we have used to connect Acumatica to our application. Also, I’ve confirmed that the Employee ID, Project ID and Project Task ID all exist in Acum

After running the Full Resynchronization for Salesforce Integration for Contacts. I have not been able to view the Import or Export Scenarios. Upon selecting the scenario, it returns this error: An item with the same key has already been added. I have some customizations but none that touch the Contacts screen, however I have tried to unpublish them, same issue, and publish them with cleanup still same issue. Here is the trace log that goes with it.  I have tried creating a new Scenario and I get the same error but at the mapping levelHere is

Hello! I want to import multiple sales orders and create service orders from them. I am unable to create service orders for imported sales orders but when I copy and paste the same sales order, is able to create service order. Below is the import scenario I have created.  

Is there a way to tell if an employee is missing from a rate table either before or after payroll has been processed?

When trying to upload using mobile app, or having a business event trigger a push notification we are seeing No access token returned invalid_scopeHere are the errors:When uploading using mobileThis all started after upgrading to 2023 R2.  Currently on 23.201.0092.

Hello all,I have been facing an error whenever I try to load the PL of Projects it shows the following error: How to resolve this?I have customizations applied.

I am receiving the error “Attempted to divide by zero” on any order from big commerce that comes in with an item discounted to be $0 on the order. How do I get around this and get the order into our system without manually entering it into Acumatica? Thanks