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  I need to implement the same logic on a custom screen. When I click the custom button, it should pop up a dialog box like the inventory lookup (see the image below). I need to select from the grid and have options to Add, Add & Close to the detail tab.What are the steps to implement this, and where can I find the relevant code?  

Hello members,When attempting to split an asset in Acumatica, releasing the created transaction results in an error stating that transactions cannot be posted to a suspended period in Book 'GLPOST'. Does anyone know how to resolve this?Thanks,Catherine

Dear ALL,In the Customer screen > Account Email > When you enter consecutive Emails > click Enter, it will automatically create space between the Emails.Because we integrated the data with other software and got an error because of this space.How to turn off automatic spacing between Emails ?  Best Regards,NNT

​ Iam wondering if it's possible to Lock the Line description for the sales team to not change the description anymore. I looked in the settings but couldn't find a solution 

Hello all,I recently import a change in the names of the Inventory IDs. So the thing is I have 2 Items(3026) with same IDs but in different classes (A & B).1. 3026 - Class A2. 3026 - Class BAnd I had to import the change in the Inventory IDs (eg: S3026) for Class B which was imported perfectly fine, validated on the Stock items screen.But when I saw the PO created for both these items, the PO is now showing the change in the IDs for Item belonging from Class A too. How can I now resolve this?

Hi I have a requirement to set up discounts for specific set of items which have the same price class, from one specific warehouse and to some specific customers. In the discount codes I don't see an option for this. Is there any way that I could set up the discount? The example is I have some items in a clearance warehouse, For my best customers sold with an additional discount.  Additional Discount is given only for  some selected Items.Thank you,Dulanjana

Is there any way to extend a group across multiple columns? Or is that not supported? For example, I have a logical group of multiple columns that I would like to be under the same header (see below) but not sure that’s possible. Or at least how I would have assumed to do this is not working as expected.  Not really a big deal aside from looking better, but also because the data is separated (in this example for extending an endpoint) when fields are in different groups. It just looks strange when they should both be in the Primary Info group.  Obviously I could just place them all in one column and problem solved, but it just looks better when spread across multiple

Hi Team,I have created a Custom Attribute to sort using serial number for the Tax Category selector. Sorting is working as expected, but instead of Passing the Tax categoryID, it is passing the serial number from the selector as value to UI, when i do the selection.Please help me on this. public class CATranEntry_Extension : PXGraphExtension<PX.Objects.CA.CATranEntry>{    public PXSelect<TaxCategory, Where<TaxCategory.active, Equal<True>>,    OrderBy<Asc<TaxCategoryExt.usrSerialNo>>> MySelectorView;    #region Event Handlers    [PXMergeAttributes(Method = MergeMethod.Merge)]    [PXDBString(TaxCategory.taxCategoryID.Length, IsUnicode = true)]    [PXUIField(DisplayName = "Tax Category", Visibility = PXUIVisibility.Visible)]    [CATax(typeof(CAAdj), typeof(CATax), typeof(CATaxTran), typeof(CAAdj.taxCalcMode), parentBranchIDField: typeof(CAAdj.branchID),    CuryOrigDocA

Hello, I’m pretty new to adding customization projects and was wondering if I add new column/data fields on the Sales Quote Form in the Details section, do I also need to add those to the Sales Order Form and Shipment form? When I tried adding one earlier, both the Sales Order and Shipment pages gave me the "object reference" error, so before I added anything else just wanted to see if that could be what is causing that issue.  My thought train is because you can generate a Sales Order from the Quotes, the Sales Order “form” is looking to transfer that data field but can't because it's not in the SO Form.  

Meet Bryan Bresnan our Acumatica Community Featured Member for June 2024. It’s great to have you as part of the Acumatica Community @bryanb39!Here is a little bit about Bryan:My passion is helping people and making their lives a little easier, one process or act at a time. That passion has led to many different roles in my life. I’ve been an entrepreneur a few times, a police officer, an EMT, a graphic designer, and more.I finally ended up at Redmond Minerals in Central Utah and found my career. Today, I’m a co-team lead on the Systems and Analytical Services Team, at least I think that’s the official title and team name. What’s awesome about Redmond is that titles don’t matter, and we get to move around and just be helpful doing what we do best, which is a perfect fit.That’s how I got into Acumatica. I was on the IT Team in 2019, heard of some challenges I might be able to help with, and haven’

I can delete a row fine if I use RecordId.  However, in the case I don’t have the exact RecordId, how do I delete a row using these values:{    "SalesPriceDetails": [        {            "InventoryID": { "value": "00000-00002" },            "PriceType": { "value": "Customer Price Class" },            "PriceCode": { "value": "VIP" },            "delete": true        }    ]} When I try this, it deletes the first InventoryID/PriceType it finds which will delete the wrong row if I have a row with a PriceCode like “WHOLESALE”.

Good day everyone, I cant find the reason why an email notification is not working I have the same configuration for the Sales Quotes and everything work fine but on the Project Quotes the email is not sended even when the Business Event History screen tells me that everything is correct but the email is not sended. I hope someone can helpme:This is my email template:My Business Event:Im traking all fields thats why the warning iconThe business event tell me that everything is fine:

This is just a general question. What is the purpose for Location on the Payments and Applications (AR302000) screen? As far as I can tell it doesn’t do anything. Is there any use cases for Location?  

Hi Team,I’m facing issue after upgrading my customization code from 2020R2 to 2022R2. After, referring to the latest Dll, I compiled my Code. then Later on i cannot access to instance. Below is the error for your reference. Its urgent, could anyone please help me on this. Regards,Ramya Krishna

Hello all, For those of you using Procore, where are your invoice approvals?  In Procore or Acumatica?  I’m trying to figure out which is best. We currently use Timberscan Titanium for invoice approvals but Procore doesn’t integrate with Timberscan yet, even though it’s on their radar.  I would appreciate your thoughts! :) Thanks!Kay HoweJackson, Ohiokhowe@stockmeister.com

Hi Acumatica and Procore users, Do any of you know when the release is coming out where Contract and Sales amounts feed from Procore to Acumatica?  I understand that it’s Q1 2023, but when? Thanks, Kay  

We have a stock item with a max quantity of 12, a reorder point of 6 and a safety stock of 2. How does the safety stock come into play. What does it mean to replenishment?

Hi, everyone. I am new to Acumatica and planning to upgrade our company instance from 2022 R2 to 2024 R1. Can anyone please guide me on how to do this? What things do we need to test in the sandbox and what things need to changed in code or anywhere? Any video or document with complete testing and everything would be appreciated. I am on apply updates Screen but Can’t see 2024 R1. Only 2022 versions are there. What should i do in this case?Thanks!

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. 

I’m looking for a best practice concerning SQL backup.  Is there a Acumatica-specific recommended recovery model (simple vs full) or is it based on standard recovery considerations?

I can create a Sales Price fine using the following PUT method in Postman:https://sandbox.com/AcumaticaERP/entity/Default/20.200.001/SalesPricesInquiry?$expand=SalesPriceDetails   However, the Warehouse always shows up blank when I pass in this body:{    "SalesPriceDetails": [    {        "InventoryID": { "value": "00099-00098" },        "Warehouse": { "value": "TEST001" },        "PriceType": { "value": "Customer Price Class" },        "PriceCode": { "value": "VIP" },        "UOM": { "value": "EA" },        "Price": { "value": "149.44" },        "Currency": { "value": "USD" },        "EffectiveDate": { "value": "2022-03-01T00:00:00-08:00" }             }]}

I’m trying to dynamically update the NavigateURL property of a button using an event handler.  Is this possible?  Has anyone else ever managed to do this?

I have created a screen for uploading bulk images using an Excel Import.I have an action button  “Attach Image”. Using this I can able to attach images in the Grid Row files section. Once the image is attached user wants to see the image in the Grid so we assigned to the PXGridColumn. I want to align and fit image sizes in a Grid column.This is the .aspx code:-<px:PXGrid ID="grid" runat="server" DataSourceID="ds" Width="100%" Height="150px" SkinID="Primary" AllowAutoHide="false">    <Levels>      <px:PXGridLevel DataMember="BrandImages">          <Columns>        <px:PXGridColumn DataField="BrandName" Width="220" ></px:PXGridColumn>        <px:PXGridColumn DataField="ImageData" Width="280" ></px:PXGridColumn>        <px:PXGridColumn Width="700px" DataField="ImagePath" DisplayMode="Value" Type="Icon" LinkCommand="gridControl">

On trying to setup Matrix Items, I noticed that the Stock Items page Inventory ID only allows the entry of 20 characters and the field is set as 30 nvarchar long, any idea why? 

Is there a way to link an user account to an employee record?I understand that I would need to set the UserID field on the employee's Contact record to the user's PKID value. From Slashdot this was one of the answers:“In addition there is also Employee.UserID that you would want to set equal to the Users.PKID value. The virtual field is populated using that Contact.UserID value but in the RowUpdating handler Acumatica is updating both the Contact and Employee records when Users.ContactID is changed.” Is there any more clarification on this?