Discussion Forums

Hi, For the AR Aging report, there is an option in the Statement Cycles screen shown below that allows this report to display by Financial Period. Is there a way for this same setup to be used for the AP Aging report? If not, is there another way this can be implemented in the system, or would it need to be done via a customisation. Kind regards,Andrew 

Hi ,I have a requirement to create a generic inquiry to see the projects revised budget (Original + Change Orders) for a given date. It needs to be able to select the date as a parameter and system show the total revised budget for the parameter date. I tried creating a GI but it was not successful. Do you anyone know a table to fetch this data or way of creating a GI to get this results?Thank You,Dulanjana

Good day, we have a client that has suddenly received an error on one of their Generic Inquiries.On the Main GI there is an exclamation mark that states System was not able to get record count and there’s an exclamation mark in the top right corner indicating that the number of records is capped at 50,000On one of the exisitng filters it states: The exact number of records cannot be retrieved. During export to Excel top 1000 transaction records will be exported.See screenshot below.Version 2024R1 PCS on an Azure server  

Hi, I have a user defined field in customer screen (LocationExt.usrExpectedPaymentDate) as below, I need to access this field for a calculation in the sales order entry graph but I get this error.[2024-10-23 04:45:10.957] \App_Code\Caches\SOOrderEntry.cs(159): error CS0246: The type or namespace name 'StandaloneLocationExt' could not be found (are you missing a using directive or an assembly reference?)using System;using System.Collections;using System.Collections.Generic;using System.Diagnostics;using System.Linq;using System.Text;using PX.Common;using PX.Data;using PX.Objects.AP;using PX.Objects.AR;using PX.Objects.CA;using PX.Objects.CM;using PX.Objects.CR;using PX.Objects.CS;using PX.Objects.DR;using PX.Objects.EP;using PX.Objects.GL;using PX.Objects.IN;using PX.Objects.PM;using PX.Objects.PO;using PX.Objects.TX;using POLine = PX.Objects.PO.POLine;using POOrder = PX.Objects.PO.POOrder;using PX.CarrierService;using PX.Concurrency;using CRLocation = PX.Objects.CR.Standalone.Location;

Hi, I’m working on a custom validation that requires looking up PO commitments  for a given Branch/ExpenseAcct/ExpenseSub/Fiscal Year. The fiscal year is a custom field that was added as an extension to the POLine DAC. I’ll be converting this query to fetch the sum of unbilled amounts, but for now I’m just trying to get the correct lines to be filtered and I’m getting a crash (stack overflow on FIeldVerifying) when my current BQL query is executed. Is there something I’m missing to be able to connect the POLineExt in this query?public SelectFrom<POLine>.Where<POLine.branchID.IsEqual<@P.AsInt>.And<POLineExt.usrFiscYr.Contains<@P.AsString>>.And<POLine.expenseAcctID.IsEqual<@P.AsInt>>.And<POLine.expenseSubID.IsEqual<@P.AsInt>>>.View POLineView;Thank you!

We have a newly created report that we would like to add to certain customer’s Mailing and Printing setting. When we attempt to add the report it is not found under either Mailing ID or Report ID. What is the process for adding a new report to these setting. 

I’m configuring email accounts for a customer using Google accounts. Is a separate external application required for each email account? Unable able to view already used external email account. 

There are new regulations for determining 1099 filing, etc for 2024. I was wondering how Acumatica is working to accomodate these changes.

We recently migrated from MS Dynamics SL 2018 to Acumatica. There is one feature we used a lot in MSD that is missing in Acumatica: the ability to copy from excel and paste information in any grid like screen.For example, if we had a spreadsheet set up with the same columns, in the same order as the allocation screen, we could copy the information from there and paste into the software.It would be very helpful to not have to upload an invoice allocation or a JE. 

How can I add a column for inactive/active employees on this employee payroll settings screen?

Hi All, I was wondering if there is a way to make part of the Acumatica Wiki (specifically Custom Wiki Articles) public/ expose them to Users having the Link?One Usecase might be linking back to Acumatica Wiki Articles from BigCommerce. Any thoughts/ideas?

 Hello po i just want to ask if i can change the report when the print is clicked ? base on Branch

I have a requirement to include a field for storing the user ID of the person who released the invoice. How can I achieve this? 

When issuing a sales order and the quantity on hand for one part in the BOM is zero.  Where is the notification that there is a parts shortage?   What report shows when you could expect to manufacture the item given purchase order lead time?  Can you go directly to the purchase order screen to order the part?

Client has many small parts they want to be included on the cost calculation but not show up on the traveler.  They would like to control only major parts by having a select few printed on the production ticket.  Any way to limit what is printed?

Hello! I received the following error when trying to open a GI that I have created. I’m assuming this has to do with customization projects? The system recently got upgraded to 2024 R1, and the customization projects are published. Any ideas on where to go for this? Thanks!! 

I created an action button to create a service order from the customer screen. The customization works great. The only problem is the Address Lookup seemed to stop working. Any Idea what may be causing this?using PX.Data;using PX.Objects.CR;using PX.Objects.FS;using System.Collections;using PX.SM;namespace PX.Objects.AR{ public class CustomerMaint_Extension : PXGraphExtension<PX.Objects.AR.CustomerMaint> { public class CustomerServiceOrderDac : IBqlTable{ [PXString(4, IsFixed = true, InputMask = ">AAAA")] [PXUIField(DisplayName = "Service Order Type", Required = true)] [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)] [FSSelectorActiveSrvOrdType] public virtual string ServiceOrderType{ get; set; } public abstract class serviceOrderType : PX.Data.BQL.BqlString.Field<serviceOrderType> { } } public PXFilter<CustomerServiceOrderDac> pXFilter; public PXAction<Cus

When trying to create a Purchase Receipt, I am getting this error:  Another process has added the ‘POReceiptLineSplit’ record.  Your changes will be lost.  What does this mean?

Dear ALL,Is it possible to transfer Customer A's debt to Customer B's debt in Acumatica? Best Regards,NNT 

Hi, I need to restrict access of editing invoices in SO303000 form which were in open status. It means they were already released invoices. But still, users can edit the data in the line level in “details” tab.Thank you 

Hello Everyone, We are encountering an error when attempting to update the status of project quotes from Draft to Prepared using the import-by-scenario feature. The ‘New Project ID’ cannot be empty and View name:Quote Please Advise.

Hi Acumatica Community,Can you please help me with the sample code to invoke the Email Teamplate from code level along with the reports attached. I found the below article but attachement code is missed. Can you please help me with the attachements code. https://asiablog.acumatica.com/2017/05/sending-notification-template-from.html

We need to limit a user to just CRM.  We do not want the user to get anywhere else in Acumatica.  Is this possible? 

Hi,I have a requirement to grant permissions for specific fields in a form to different users or user roles. Is there a method to control field-level permissions based on user roles or specific users who have permissions in Acumatica? If so, could you please provide detailed steps or guidelines on how to achieve this task?Thank you in advance for your assistance!

I made a custom endpoint:  I added the PrimaryQuote action:  I send a POST request to set a Sales Quote as primary:  I get a server error: {    "message": "An error has occurred.",    "exceptionMessage": "Object reference not set to an instance of an object.",    "exceptionType": "System.NullReferenceException",    "stackTrace": "   at PX.Api.ContractBased.EntityService.Invoke(ISystemContract systemContract, String version, String name, EntityImpl entity, ActionImpl action, CbOperationContext operationContext, Boolean throwOnError)\r\n   at PX.Api.ContractBased.AspNetCore.CbEndpointFeatureServiceExtensions.Invoke(IEntityService entityService, ICbEndpointFeature feature, EntityImpl entity, ActionImpl action, CbOperationContext operationContext)\r\n   at PX.Api.ContractBased.WebApi.Controllers.ActionController.InvokeAction(String objectName, String actionName, ActionInvocation invocation)\r\n   at lambda_method(Closure , Object , Object[] )\r\n   at Microsoft.AspNetCore.Mvc.Internal.Acti