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I have created a button on the Process Order page What I want is that when I click the Demo Processing button, the Processing dialog should be displayed. To be able to control whether the insert Order was successful or not. Function GenerateNewLineItems will work on insert item in OrderLine.function GenerateNewLineItems.using System;using System.Collections;using System.Collections.Generic;using PX.CloudServices.DAC;using PX.Data;using PX.Objects.CN.Subcontracts.AP.CacheExtensions;using PX.Objects.SO;public class SOCreateShipment_Extension : PXGraphExtension<PX.Objects.SO.SOCreateShipment>{    public PXAction<SOOrderFilter> DemoProcessing;    [PXButton(CommitChanges = true)]    [PXUIField(DisplayName = "Demo Processing")]    protected void demoProcessing()    {        SOOrderFilter filter = Base.Filter.Current;        if (filter == null)        {            throw new PXException("Filter cannot be null");        }        PXLongOperation.StartOperation(Base, () =>        {

Hello! :) Does Acumatica have anything to streamline entry of deposits from scanned checks?  I'm looking for something similar to the inbound documents feature on the AP side.  Thank you!

I hope I stated my issue correctly above.  We are trying to figure out how to properly enter taxes on an invoice where we have partially invoiced but sales tax would not be applied until shipment has been made and the final invoice issued.  This is fairly common for us as we don’t always know the location of shipment prior to those final invoices (we are an Oil & Gas equipment manufacturer and our equipment will be sent to multiple locations in an oil field(s) ).  We are trying to figure out how to get the full amount of tax properly reflected on that final invoice. 

Dear all,Please help me in this case:The depreciation method used for the asset is SL, with depreciation spread over 2 months. However, after 2 months of depreciation (the last depreciated period being 08-2024), a net value still remains.Now, we want to clear the net value in the current month, how can we do?Thank you so much! 

Has anyone ever created an Import Scenario to import payments against invoices lines. We are using Pay By Line feature and I cannot get the import scenario to work.

hi All, I have a requirement where client wants to have a specific logo for some profit centers. Example if an invoice is issued to COA XXXX and Sub 100-00  then system pick logo 1. If it is to 200-00 then pick another logo 2. How do you maintain this in visible expression and linking them to embedded images? I appreciate your input. RegardsGhazal 

hello all,I have recently imported vendors of multiple branches and i am now looking that the employees of Branch A should only have access to vendors of vendor Class A. I tried to setup the restrict visibility to = Branch A but still the employee is able to see all the vendor records, even if that employee only has access to branch A. Any suggestions on this? or shall I setup restriction groups?

Hi, We are facing issue while exporting file in PDF from report output. Whenever we export report to PDF font in output file get compressed but whenever we print it and save as PDF it works fine. Kindly suggest to resolve. Output From Print option.   Output from Export option   

Hi All,I have 1 Tenant with 2 companies, with the master data (stock item info, warehouse info) are the same.I am doing Inventory Receipt IN301000. If the Warehouse are setup for specific Branch (as this is a required), it seems I cant use this warehouse for another Branch with feature Inter-Branch Transactions disabled?Current I always get the error message “Inter-Branch Transactions feature is disabled.” even I sign in the correct Company that I wanna create transactionAre there anyone knowledge in this can help me confirm if my concerns is correct?Thanks in advance,Yên Chi

 "Can anyone help me resolve this error? I have created an import scenario for bills and adjustments, and I want to attach a purchase Receipt (PR) to the bill, but I'm unable to get the input. Can someone please help me solve this issue?" i have attached this pic 

I’ve been working on Acumatica’s API and I’ve been able to create contact and customer records without issues. Right now, I’m also looking to create opportunity and relation records that will be attached to the contact. I’ve been testing out adding attributes and I was able to add attributes through the API earlier last month, but the same request does not seem to work now.  I’m looking into adding opportunities, and I’ve tried adding it with the contact record and adding it through the opportunity endpoint, both of these do not work, on the contact record, it simply does not map. On the opportunity endpoint, I’m presented with this error “Inserting  'Opportunity' record raised at least one error. Please review the errors.; AttributeTYPELOSS: 'Loss Type' cannot be empty.” but I was unable to find this exact field on the endpoints and on the JSON response.  I’m also adding the relations record with the contact creation but I was also unable to make this work. 

We created an Import Scenario to read lockbox file and create payments and load documents. Worked fine in our test environment.Moved the same to PROD and now getting below error on the Import Scenario.The required configuration data is not entered on the XPMSetup form.  Please help me find what is XPMSetup form? Thanks,NB

I would like to add another field to the equipment list on the mobile app so that it appears in the list and is searchable.  The field is available on the web version. How can I do this?Also does anyone know what GI is used for this equipment list? 

Currently the appointments shown on the Appointment List on the mobile app shows all appointments allocated to that staff member.  We would like to only show appointments that has the ‘Not started’ and ‘In Process’ statuses.  How do we do this? Also I believe the Appointment List on the app is the ‘Appointment Summary’ on the web version.Is this correct?

We have an Import scenario for AP Bills and Adjustments to pull in large numbers of payments. But the import fails with the following error. “Field: Subaccount, Value: 605 , Error: 'Subaccount' cannot be found in the system. Please verify whether you have proper access rights to this object.”The vendor has a default Expense and Expense Sub Account set on the vendor record. We are trying to override those in this case using the import scenario and can’t without getting this error.  If the record is entered manually we can override it just fine without error. Removing the default Expense and Expense Subaccounts also allows the import to work without error, but it’s pointless to have to do that. The import scenario is very basic for importing AP Bills:My question is, has anyone experienced this and what can we do to allow the import scenario to override these account values without getting the error? 

Client is preassigning auto numbered lot numbers for manufacturing. The original RO is for a qty (48), but because less material was scrapped, they were able to make 49. Trying to update the qty to 49 on the Move looks like it will work:But it makes this error:Any ideas or settings we are overlooking?

Hey, team - I’m a little new to allocation rules so any assistance would be AWESOME! Got a client who is applying Labor at a standard rate and then replacing the standard amounts from payroll.  They are getting a negative value in the balances for the APPLIEDOVH Expense and want this to zero out.  They have a credit account associated with this step of the allocation rule - is this as simple as removing that account?  Thanks! Here’s the task Here is the allocation rule.  

I have created an Export Scenario that uses a GI. My GI gives me the results I need, but the Export By Scenario screen will not output any results.  I have followed the I100 course instructions, but am obviously missing something.  Any help would be much appreciated. Here’s my GIThis is my output, as expected.This is my Data ProviderThis is the export scenarioA CSV file exports with no results, only the header row.  What am I missing?  

Hello!Can you please help me with the issue of customizing the Help side panel?I want to add this panel to my custom screen and display there some articles related to it - references to some custom Wiki pages that I created as well as some Acumatica predefined.Worth noting that default workflow after clicking ❔ button is a redirection to default Help page with a list of all Wikis.I created a wiki page that is structured in the way I read on a help portal - here - to somehow bind screen and wiki page.And now if i press ❔ button on my custom screen only that bound wiki page opens.If possible, how could I configure system to open that side panel instead of a wiki page? Furthermore could I also create content of Help side panel myself? Thanks for your answersHelp side panel on Carriers (CS2077PL) Acumatica screen as an example 

We converted 500 items from Non-Stock to Stock without any issue. However, one item is throwing the following error: SO Prepared. How do I know where to go to fix? The error is so vague.  

Is it possible to set the default on the Copy Order action dialogue box to be unchecked? Thanks in advance,Laura

Hello! A client just upgraded to 21 R1 from 20 R1, and it seems there is a slight process change that I’m looking for insight on how best to handle in the new version.Previously the client would Prepare Invoice and then on the Process Invoices and Memos screen, they would click Create and Capture, then Email Invoice, then Release. In this new version,  the invoice does not show on the create and capture process list because it’s pending email first and not in balanced status. They like to create and capture prior to emailing because their form marks the invoice as paid. Also, they do not want to release prior to emailing the invoice and have the setting specified to not allow release until email.So, they are now stuck with how best to work through the steps in this new version. Anyone have any thoughts on how to handle?

I have some confidence issues with what our MRP is suggesting. I want to figure out a spreadsheet or series of reports/GI’s to Audit the results. I would love to understand what folks have used in the past to perform this type of operation.  I have reviewed the training and Whitepaper as outlined here.   

How to Add Customer Statement along with Sales order Confirmation

Hello Community,I have customized the Relase AR Documents screen and showing the total (Amount column) at the Footer but screen is taking long time to load and gettting performance issue. Can you please review and help me with the code changes? public class ARDocumentReleaseNB_Extension : PXGraphExtension<PX.Objects.AR.ARDocumentRelease> { #region Event Handlers protected virtual void BalancedARDocument_Availability_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e) { BalancedARDocument row = e.Row as BalancedARDocument; e.ReturnValue = string.Concat("Total Amount: ", +Math.Round(Convert.ToDecimal(Base.ARDocumentList.Select().FirstTableItems.ToList().RowCast<BalancedARDocument>().Select(x => x.CuryOrigDocAmt).Sum()), 2)); }