Discussion Forums

Hi! I have this adjustment transaction that was auto generated from landed cost that is not defaulting in the lot number although the item is lot tracked, fifo and a lot # was assigned on receipt. 

Hi!I was curious if Acumatica’s self-service portal includes functionality for employees to update HR-related information, such as W-4 details. I know there’s a user role that allows access to paystubs and time entry within the standard environment, but is there a separate feature or portal for this type of functionality

I want to update the Posting class on about 3000 parts. Many have open Sales Orders. When completing these orders i want them to post to the new accounts. Do I need to recreate those lines? or will it roll up at the time of invoicing? 

I am trying to add a UDF with control type “selector” to the main part of a screen, but I get the following error when I do that.To start from the beginning - I added an attribute with control type “Selector”:Attribute with control type “selector"​​​​Then I added it as a UDF to the PO screen, which shows up on the “User Defined Fields” tab as a selector:UDF on User-Defined Fields tab of PO screenHowever, when I try to add it to the main part of the screen, it shows up as control type “TextEdit” instead of “Selector”.Data Field with control type TextEditI can select the control type and change it to “Selector” before I add it to the screen.  This works and shows up on the PO screen correctly as a selector, however, when I load the PO list GI (which is replaces the PO entry screen), I get the error in the screenshot at the top of this post:Also, when I open the customization project again and go to that screen, I get a similar error, with just a bit more info:But if I haven’t backed up m

I created a custom screen of type FormTab. I added the following view to the form (summary) area. However, some fields appear as disabled(uneditable) when the screen is displayed. Specially all fields in the second DAC. When I add these DACs alone as the view, fields appear correctly with editability. This issue occurs only when the DACs are joined.   public SelectFrom<AMMTran>        .InnerJoin<AMProdItem>.           On<AMProdItem.orderType.IsEqual<AMMTran.orderType>.           And<AMProdItem.prodOrdID.IsEqual<AMMTran.prodOrdID>>>            .View HeaderView;I tried resolving this issue using an a RowSelected event handler as follows, but it didn’t work. I also set Enabled = true for the fields using the Customization Project Editor, but the problem persists. Any detailed instructions, tips, or code snippets would be greatly appreciated. Thank you!        protected virtual void _(Events.RowSelected<AMProdItem> e)        {            if (e.Row

I currently have a report that looks like this:How can I get the negative dollar values to appear in red? I have searched other solutions. The closest option I have found is overlapping fields and using VisibleExpr. The issue comes in the fact that, the dollar value column uses an if-statement to calculate its value as a negative. So, I’m not able to tie the VisibleExpr field to a specific parameter like [ARInvoice.DocType] etc. Here is a screenshot of the if-statement used:Is there a way to have the VisibleExpr calculate based on the end result of the “Value” field? Thank you,

We need to import stock item. For that we developed import scenario.In stock item there is cross reference tab.We need to import stock item but all items do not have cross-reference data.So, we need to insert cross reference only for those lines which have data. Rest of other recode insert normally.Can it possible through the import scenario?  Can anyone suggest for same?

Dear ALL,Which DAC/Table can get the Beginning Balance and Ending Balance of the Accounts by each day ?Many thanks !NNT

HiI am adding the warehouse location field to the deadstock screen.I managed to add the field and view the location for each warehouse. However the data is not filtering based on the location.I know I tried creating a graph extension to add the location as a filter but its not working. using PX.Common;using PX.Data;using PX.Objects.CS;using PX.Objects.IN.DAC.Unbound;using PX.Objects;using System.Collections.Generic;using System.Linq;using System.Text;using System.Threading.Tasks;using System;namespace PX.Objects.IN.DAC.Unbound{    public class INDeadStockEnqFilterExt : PXCacheExtension<PX.Objects.IN.DAC.Unbound.INDeadStockEnqFilter>    {        #region Usrlocation        [PXDBInt]        [PXSelector(typeof(Search<INLocation.locationID, Where<INLocation.siteID, Equal<Current<INDeadStockEnqFilter.siteID>>>>),            typeof(INLocation.locationCD),            typeof(INLocation.descr),            SubstituteKey = typeof(INLocation.locationCD))]        [PXUIF

HI New user here. We are located in Mtl and our generic dunning letter msut be in French. Where can I change the wording on a Dunning letter?

Hello all,I am trying to add a Selector attribute on a new field in order to store a vendor in a case screen customization using the Customization Project Editor. After I publish the customization, I receive the error: “Cannot create ctl00_phG_tab_t2_CstPXSelector122 control. The PXSelector attribute is missing for the UsrInst_InstallVendor field. Make sure the names of the data views specified for controls in the ASpX file match the names of the data views defined in the corresponding graph.”I have added the following attributes in the UsrInst_InstallVendor field:[PXDBInt][PXSelector(typeof(Search<PX.Objects.CR.BAccountR.bAccountID, Where<PX.Objects.CR.BAccountR.type, Equal<PX.Objects.CR.BAccountType.vendorType>>>))][PXUIField(DisplayName="Install Vendor")]Then, I create the control on the tab I have added in the Cases screen customization. After publishing, the screen shows the selector, but when clicked, I receive the error message above. Am I missing a step in my

My controller relies heavily on the Find function (search) in the report viewer. The find function used to find the first instance on the first click (or enter key) of the find button on a report, then would find the second on a secondo click/return & so on through the list. This functionality is now lost, it will only find the first instance every time you use the find, its almost as if the report is re-loading every time you click Find. I have tested this in new instances of the same build and have the same results.Has anyone else noticed this, and is there a fix for it?Acumatica 2023 R2 Build 23.212.0024  

Customer does not have the Project module installed.  So I can see how COGS gets posted to the GL by releasing the issue associated with an appointment invoice, but how does the cost of labor get posted to the GL?  How is the cost determined and when does it get posted and is there something that needs to be done in order for this to happen?  I have already added a time card for an employee and added a labor rate for same, enabled time tracking in Service Order Preferences as well and I am using a non-stock hourly labor item associated with a labor item class and choosing the above employee for the appointment, performing the appointment and closing, then run billing and release the invoice.  Still can’t see the cost of labor posting.  What am I missing?

Hello - We have a custom AR Invoice form which includes some custom fields created using a customization project. I just added some additional custom fields to this project but with the no coding method and now the previous fields are showing up on the report with an error. At first view, it produces results fine but then when I refresh the errors appear. Is there something I need to change on the customization?Here is the full error message:[A]PX.Objects.AR.CCMBSMM_ARRegisterExt cannot be cast to [B]PX.Objects.AR.CCMBSMM_ARRegisterExt.Type A originates from 'gvuedunh, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null' in the context 'LoadNeither' in a byte array.Type B originates from 'titsnhbc, Version=0.0.0.0, Culture=neutral, PublicKeyToken=null' in the context 'LoadNeither' in a byte array. 

Hello - We have a custom AR Invoice form which includes some custom fields created using a customization project. I just added some additional custom fields to this project but with the no coding method and now the previous fields are showing up on the report with an error. At first view, it produces results fine but then when I refresh the errors appear. Is there something I need to change on the customization?This appears to be the full error message:A]PX.Objects.AR.CCMBSMM_ARRegisterExt cannot be cast to [B]PX.Objects.AR.CCMBSMM_ARRegisterExt. Type  

I need to know how to give someone rights/access to delete uploaded files.For example, we upload item drawings to the item’s BOM and when we have a new/revised drawing, we want to delete the old drawing and upload the new drawing.Where do I go to give someone permission to delete the file attachment???

There seems to be a bug with the Set as Primary button on an Opportunity.Here are the steps to produce:Create an Opportunity Create a Project Quote. Ensure you set its Opportunity ID to be the Opportunity ID of the Opportunity we created in step 1 Create another Project Quote and also set its Opportunity ID to be the Opportunity ID of the Opportunity we created in step 1 Use some mechanism to fetch both project quotes, I just use Postman. Note their LastModifiedDateTime’s… Click the Set as Primary button on the Opportunity for the Project Quote that is not presently the Primary one (we specifically choose this Project Quote as this is a data change and should -- at least, in theory -- update the LastModifiedDateTime of the Project Quotes) Repeat step 4. Note both of their LastModifiedDateTimes remain unchanged.Is this a known bug or planned to be fixed? Our company uses the LastModifiedDateTimes for DB syncs and this is a major problem for us. I’m aware of workarounds and plan to addre

Good day, I have a customization with 2 custom fields that are selectors called 480 Tax Line, one in Non sotck item screen and another in the lines of Bills and Adjustments; these selectors have the values from an Attribute and there is an Instance where I am having an error, everytime I choose one of the options and press save, I receive the error "Error: Updating  'Inventory Item' record raised at least one error. Please review the errors.” and then in the field it has the error '480 Tax Line' cannot be found in the system.The DAC is configured to show the description of the attribute in the UI and save the ValueID in the database, everything is working well on every other Instance I publish my customization, but in this one I don't understand why I have conflicts where everything is the same, the attributeID is APLINE and the data is the same on every other environment I have tested. public class InventoryItemExt : PXCacheExtension<PX.Objects.IN.InventoryItem> { #region Usr

Hello all! I'm looking to limit viewing of commissions between our sales people. For example, I don't want john seeing Jodi's commissions and vice versa. However, I want them to see their own commissions. This is mainly on Sales Orders. Has anyone encountered this and how was it remedied? ThanksBrent

When selecting the project in the sales order the quantities are updated to zero    

We are facing a scenario where a user needs to process a credit note while the customer's status is on Credit Hold. With EDI integration and automated warehouse processes in place, it is not feasible for the user to temporarily remove the customer from Credit Hold, process the credit note, and then place the customer back on hold.Are there any workaround for this situation?

Managing construction budgets doesn’t have to be complicated! Join us for this webinar to learn how to set up, monitor, and adjust your budgets to keep financial control in check. We’ll cover configuring budgets, tracking actual costs, making revisions, and setting up Acumatica’s budget alerts to help you catch overspending before it happens.Introduction to Project Budgeting Setting Up Revenue and Cost Budget Budget Tracking as the Project Progresses Revising the Budget Monitoring Budget Controls Reviewing Project Balances and Performance Metrics Summary/Q&APresented by Iqra Harrison | Senior Business ConsultantPROTELO, INC   

How do you get the timecards to work when they cross payperiods.  The pay periods are always 1st through the 15th and the 16th throught the end of the month.  What do you do when the time cards cross pay periods?  Manual OT calcs would be preferrable and having timecards that match the payperiod.  Has anyone gotten this to work?

Hello guys, I am having an issue with a workflow event handler:Workflow declaration:.WithHandlers(handlers =>{ handlers.Add(handler => handler .WithTargetOf<ARBalances>() .OfEntityEvent<ARBalancesCreditHoldExt.MyEvents>(e => e.CreditLimitViolated) .Is<SOShipmentEntryCreditHoldExt>(g=> g.OnCreditLimitViolated) .UsesPrimaryEntityGetter< SelectFrom<SOShipment>. Where<SOShipment.customerID.IsEqual<ARBalances.customerID.FromCurrent>>>() ); handlers.Add(handler => handler .WithTargetOf<ARBalances>() .OfEntityEvent<ARBalancesCreditHoldExt.MyEvents>(e => e.CreditLimitSatisfied) .Is<SOShipmentEntryCreditHoldExt>(g => g.OnCreditLimitSatisfied) .UsesPrimaryEntityGetter< SelectFrom<SOShipment>. Where<SOShipment.customerID.IsEqual<ARBalances.customerID.FromCurrent>>>() );})//Add to Sta

Hi Team,Any thoughts on how Acumatica handles the scenario for Importing transactions for Bank Feeds when the transaction currency is different from Cash Account currency.