Discussion Forums

Hi All,Please note that the blanket order cannot be canceled due to the issue mentioned below.All child orders have been canceled in the system, and there are no remaining related document links.  

Hello,I’m configuring Landed Cost in Acumatica for the first time. (version 2022 R1)The process seems clear but the end result is $0 adjustment to my item.  What am I missing?My example is applying insurance costs weighted by Cost Amount across 3 items on a PO Receipt.Purchase Order (notice, 2 non-stock items on lines 1, 3 and one Stock Item is on line 2):PO Receipt: All Items Received.Landed Cost:What I expect on Valuation:  Receipt line $13.30 and Adjustment line $13.30.What I see on Valuation: Receipt line $13.30 and LC adjustment line = $0.What mistake did I make?   Thank you in advance for your help!!

I’m trying to produce a list of project transactions with the related attachments.  I know I’d have to link PMTran to NoteDoc but once I’ve done that I don’t know how to add the attachment to the report.The construction module has a report that’s suppose to do this but it runs off of invoice dates instead of financial periods and seems to miss a lot of invoices that I know have attachments.Any suggestions?

After converting from 22R2 to 24R1, I’m now getting this error:The method or operation is not implemented. I’m not sure why since my class is deriving from the PXBqlTable class as required:https://help.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=0f93d1d7-e0e5-b731-8677-4fb4fe145e0c Am I supposed supposed to implement the GetBqlTableSystemData() method?  How?Here’s my class:[Serializable]    //[PXHidden]    public class InventoryItemPrintSelectFilter : PXBqlTable, IBqlTable    {        #region Selected        [PXBool]        [PXUIField(DisplayName = "Selected")]        public virtual bool? Selected { get; set; }        public abstract class selected : PX.Data.BQL.BqlBool.Field<selected> { }        #endregion        #region InventoryID         public abstract class inventoryID : PX.Data.BQL.BqlInt.Field<inventoryID> { }         protected Int32? _InventoryID;         [StockItem(Visibility = PXUIVisibility.SelectorVisible)]         [PXDefault] public virtual Int32? I

I am prepping to launch an additional Shopify store and would like to complete some integration testing with other customizations in a recent copy of our production tenant. I just want to be sure that activating a store in the Test Tenant will not count towards our Max Number of Stores of our license, preventing me from enabling in Production at go live.  Can anyone confirm this? The test tenant is in the same SaaS instance as our production tenant (not a stand alone sandbox).    

Please note,Shopify does not immediately fulfill gift card orders automatically. It is by checkout settings. Even if fulfilled, Acumatica will import these orders. Acumatica will not import only the Archived orders.  So with that, what I would suggest you is either you should make Gift Cards not be fulfilled automatically or make the order not to be Archived as soon as it is fulfilled. I would go with the former.Please see the below screenshot for more clarity. It is excerpt from Shopify Checkout settings.  

How can I link AR Prepayment to a project in the beginning of the project without making invoice first?

On SOOrderEntry the Contact field has AllowAddNew set to True in the aspx. I’d like to default the BAccountID field value on the screen that pops up (CR302000).When you click the + button on the Customer screen under contacts, I see that button is really a PXAction hiding as a new record button. In that case, the contact that is created is automatically assigned to the Customer’s BAccountID.Is there an event that I can intercept when the AllowAddNew button is clicked? Or should I add my own button and hide the existing button?

Hi All, Close financial period in payable for 10-2024 Not able to close the period even all unreleased documents are cleared , But for other workspace all are closed only for AP  iam not able to closeattached screenshots for your reference

We’ve had contracts set up after a number of bills have been entered so I now have a mix of costs in a cost code - some recorded to a contract and some not.Since the contract was set up for it’s full value I now have open commitments that will never be release.I’m trying to find a query or a report that will show me all of the transaction for a project/cost code AND include the subcontract number for each line.  Once I’ve identified transactions that should have been part of the contract I can enter a reclassing entry reducing the amount recorded without the contract and increasing the amount billed to the contract.Here’s the kicker, I can’t find the subcontract number captured in PMTRAN nor GLTRAN.Besides the billing screen of the project, the only other place I see the subcontract is on the bill input screen.Can anyone point me to where this data is stored?

Hi,I am trying to setup a financial report template for a client and I am trying to have a different formula for the expenses. Currently, the budget variance is currently set to subtract the Budget amount from the YTD amount. However, they would like to have it set the opposite for only expenses. Is there a way to achieve this?   Thank you,Joey

I am trying to automate the creation of an AP bill to a specific vendor “AP5166791306” each time a particular payment method “AP CC” is used to pay a bill. To elaborate, the “AP CC” payment method will be used to record payments made with a credit card to close out open AP bills. Once that happens, we want to automate the creation of a separate AP bill to the associated credit card vendor “AP5166791306” for the amount of the payment.I am using a GI which only returns payments paid with the “AP CC” payment method. The business event is set to trigger by each record, each time a record is inserted. This part of the solution works consistently, meaning every time I create a payment in AP using the “AP CC” payment method, the business event runs successfully.The business event has an import scenario subscriber which is intended to create a bill in the AP bills and adjustments window, using some of the results of the GI used to trigger the business event. The GI is simply a copy of the “Che

Hi Team,I’m working on customizing the Modern UI in the 24R2 (24.193.0116) preview version. Specifically, I’m adding a new tab to the Sales Order screen and have created a new field, UsrIsMagentoOrder, which I’ve included in the corresponding .html and .ts files.However, I’m encountering issues when running the following commands:npm run getmodules npm run build npm run getmodulesnpm run buildI’m receiving errors with these commands and am unable to see the changes reflected on the screen. Any guidance on resolving these errors would be greatly appreciated.Thank you!

Hi, I have created a new endpoint in acumatica and then entity of payment in it, Then i tried to create a record using the API but the payment Tab is null and the main summary is created.My query is :http://localhost/PR00000009/entity/Bank/22.200.001/BankDeposit?body: Entity : Below is the screen shot of the screen. The summary is created by PUT API but payment is null. What should i do in this case ?  Response:  

We have used the Acumatica Instructions and created an AWS server, installed Acumatica, I can use RDP to login to the AWS and access Acumatica with the Local Host.   We now want to be able to access this sales demo from a public URL without having to open the RDP.   I believe this would be done with IIS, but havent had to configure anything like this is a long time.  Goal would be to access the SalesDemo as Https://<Domain>.AcumaticaDemo.Com Thanks

I am trying to create a CSV export with a fixed header line that has two fields and detail lines that have 4 fields. Is this possible from an export scenario? How can I format the data provider/export scenario to accomplish this?I am trying to achieve the format below 

Hi! I am trying to automatically assign task ID to tasks that are created from closed opportunities. Is there a way to assign task ID to these tasks if they don’t associate to any projects? I know Task ID are usually the identifier of the project task, and it can be defined by the PROTAST segmented key on the Segmented Key Screen. Is there another way to create these ID so they are not just project task because they don’t relate to any projects? 

Quick check was a wonderful quick easy way to correct the totals for a vendor on the 1099 report.I think it’s gone.Looking for a way to get this total changed.  Especially if the correction needs to a total of several invoices.For us, these corrections are usually needed when we make payments before we get a W9 and enter the 1099 info in the vendor set up. Sue Terrysterry@ex2technology.com

I am busy upgrading my projects to Build 24.113.0010. I keep getting this error when I publish the customization in the project editor:[2024-10-17 09:41:07.313] Failed to load types from the PX.Data.BQL.Fluent, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null assembly with the message: Method 'GetWhereExpression' in type 'PX.Data.BQL.Fluent.SearchFor`1' from assembly 'PX.Data.BQL.Fluent, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null' does not have an implementation.[2024-10-17 09:41:07.442] Failed to load types from the PX.Objects.PR, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null assembly with the message: Method 'GetWhereExpression' in type 'Where`1' from assembly 'PX.Data.BQL.Fluent, Version=1.0.0.0, Culture=neutral, PublicKeyToken=null' does not have an implementation.[2024-10-17 09:41:09.142] Validation failed.I installed SmartFix_T200 to test a project and got the same result.

Hello Dear Community,My Controller came to me asking if there was a way to apply payments or create invoices while a customer is on credit hold? He said there are instances where they need to apply a payment to the customer but keep them “On Hold” status. So his team are having to remove the credit hold, apply the payment, then put the customer back on hold.Can you guys provide some input?  

Hello all,I have been building a dashboard and I am looking to apply a condition where only those project IDs should be displayed which have been created under the branch ID selected in the system menu. So if I select any of these branches, the dashboard should display the results of project IDs based on the selected branch ID. Since under projects screen we have the field to define for which branch ID would be project be lie.I have applied the following. Please correct me where I am making a mistake:  

Hello,We’ve recently upgraded from Acumatica 2023 R1 to 2024 R1 and are encountering an issue involving the Sales Order and Shipment modules. Specifically, we’ve noticed that the CustomerOrderNbr field, which is typically copied from a Sales Order to a Shipment during shipment creation, is not consistently transferred.This behaviour is managed by Acumatica’s core code and previously worked as expected on 2023 R1:public virtual bool SetShipmentFieldsFromOrder(SOOrder order, SOShipment shipment, int? siteID, DateTime? shipDate, string operation, SOOrderTypeOperation orderOperation, bool newlyCreated){ if (newlyCreated) { // Removed all of the other fields, only keeping below line for brevity [...] shipment.CustomerOrderNbr = order.CustomerOrderNbr; [...] if(string.IsNullOrEmpty(shipment.ShipmentDesc)) shipment.ShipmentDesc = order.OrderDesc; return true; } else { // In our case, it's all newly created shipments, s

Where is the the best place to put own code to manipulate the attached invoice PDF of an E-Mail before it gets send?What about PX.Objects.CR.Extensions.ActivityDetailsExt.CreateNotificationProvider()?How can i PXOverride it?Pascal

Hi Everyone,When I’m trying to create the PAYMENT from the Bills and Adjustments screen and I’m getting below error. Can you please help me to understand why I’m I getting this error?     

Hi, I want to know if there is a way to change the text displayed on the Sales order Transactions Grid ?And I would like to add this text to the Quote screen as well. is this possible  ? Thanks.