Discussion Forums

Does someone have a example of a GI condition that provides the option to select multiple parameter of the same field?  That is customer want to be able to built result for 1 customer or 2 customer … up to X customers and wants to be able to select 1, 2 up to X but not all 

 Unable to override the CreateShipmentIssue

Hi All, I wanted to know how to retrieve as much information as possible for a stock item.  At the moment I am using the StockItem end point, but it only returns the QtyonHand which is only partially useful. When I go to Inventory Summary I see the following fields.   This is great because I can see the full picture of the item’s allocation. I can also see if the Item is already on a PO.  Unfortunately this screen does not tell me which PO’s the item is on.  The Inventory Allocation Details screen will tell me PO’s the order is on.  The goal here is that when orders come in a quick way to analyze if we have the part in stock.  If we dont what is the ETA.Are there other end points besides stockitem that will get me more of this information for an inventory item?  

In our business we have thousands of finished goods that we sell. However, a large number of them have the same manufacturing method e.g. all straight lengths follow the same process, all elbows follow the same process etc. the only change is the material that is used i.e. larger sheet blanks for larger finished goods. We can create 1 x BOM for each item, but that makes future potential modifications laborious e.g. if we change a manufacturing process by using a different machine, we’d have to change hundreds of affected BOMs. Before we create thousands of BOMS unnecessarily, are there any best methods of practice that fellow Acumatica users are adopting that could help in this scenario?Thanks,

Hello, Is there a way to not allow the system to allow us to over pick an order? If an SO line is 10 items, then no more than 10 can be scanned / picked  etc. We currently use the Fusion WMS and have been seeing this as an issue periodically.  Has anyone experienced this or if there is a setting that controls this?

We have an attribute we use for cases to classify the type of work we are doing on said case i.e. Microsoft Office, Hardware issue, User Error, or Server Down to name a few. Is there a limit to how many values you can add to an attribute? For further clarification, this is a combo control type.  

I have a page called "QCC Order Review" it was created using Generic Inquiries. On the page where the option is Update I want to update the Order's Status from On Hold to Open.  I use Mass Update Files in Generic Inquiries to do this. I have updated one more field Status.  However, when I Update Status, I get an error: Error: The field Status cannot be updated in this record because the field is disabled.   I don't know where to enable the Status field. Please help me and advice for this problem.?

Getting an error when publishing “customization project” .Says error is happening in: PX_Objects_SO_SOOrder_extensionsIt’s in \App_RuntimeCode\PX_Objects_SO_SOOrder_extensions.csand there doesn’t seem to be any issues,I recently did open project from folder as well for this instance and binded it to my external code library that I pulled from GitHub not sure if that makes a difference .

Hello everyone. I am trying to see how to modify the GI for Non-Stock items to include the GL Codes/Accounts for Expense and Sales.  I don’t see any other report I could manipulate and that’s why I thought I could get that through the Generic Inquiry by Editing the Generic Inquiry.  I cannot seem to find what fields should be added to the Results Grid.  Currrently on 2023R1.Any help in this regard would be greatly appreciated. 

Use Case: Tracking Adjusted Sales Order Line Items for External System SyncWe have a situation where customers need to view their sales orders on our website. Unfortunately, direct access to the API isn't feasible due to high traffic, so we need to sync the data. The challenge is that sales orders (SOs) are frequently adjusted — items are added or removed up until shipping. When items are "removed" from the SO, I need to reconcile these deletions in an external system.Goal: Capture deleted line items on Sales Orders to track and reconcile them with our external system. Initially, I considered using push notifications, but they can sometimes be unreliable (e.g., missed messages). Instead, I'm looking for a way to export all Sales Order Line items to an external table (Azure SQL Server) on a nightly or weekly basis. I’d then run a reconciliation job to manage the deletes.Current Approach & ChallengesI attempted an export scenario that includes NoteID, InventoryID, Branch Name, Create

Is there a setting I need to look at?  Or is it that the system wouldn’t allow to ship anything prior to the schedule Shipment date unless I adjust it to the current ship date?Thank you

Hi,I am creating a business event to add time card entries through an import scenario.It gives me an error which says - Employee not found in the system. It seems there is some sort of an access issue. Could anyone please help?But the employees are present in the system. I can manually add time card entries. And also I can add through a stand alone import scenario (That’s not connected with business event/automated schedule).  ==================================================== Thank you!

Hello,The “prepare tax report” and “release tax report” are showing different figures for the same entity and same period. Have anyone experienced this before?

Hi,I am trying to give our users the ability to import records in the ‘documents to apply’ grid on the payments and applications screen (AR302000).I’ve followed Sergey’s instructions here and referenced this previous post. The upload button is now visible, however I receive the following error when attempting to import a file: “The view $ImportXLSXSettings doesn't exist.” or “Error: The view $ImportCSVSettings doesn't exist.” depending on the file type.I am not able to find any information on this error and unsure where to go from here. My current AR payment entry extension is below.Any help is greatly appreciated!using PX.Data;using PX.Objects.AR;namespace PX.KWW.KevinScreen.Graph{ public class ARPaymentEntryExtension : PXGraphExtension<ARPaymentEntry> { [PXOverride] [PXViewName(Objects.AR.Messages.DocumentsToApply)] [PXCopyPasteHiddenView] [PXImport(typeof(ARAdjust))] public PXSelectJoin< ARAdjust, LeftJoin<AR

Please check the screenshot below. Is there a workaround to remove the customer name(highlighted part) from the Sales Order form title? I examined the SO301000 ASPX using the 'Edit ASPX' option in the Customization Project Editor, but finding the title was difficult.    

How can I implement a profile photo uploader to upload an image and display that image on the Employee screen?

When an Assembly is Disassembled, are the Component Parts returned to Inventory?I ask because I don’t see a certain component part back in inventory after completing a Disassembly. 

Hi, can we set up a Consolidation Parent Company with a financial Calendar that differs from the one used by the Consolidation Units?We have a client whose fiscal year begins from January, but for reporting purposes, they would like to setup a Parent consolidation Company ( preferably within the Same tenant) to use a financial calendar begins from the month October(they have “Multiple Calendar Support” feature enabled).So when we run the consolidation Import, the period 01-2025 (January 2025) data from the Consolidation units should get imported into the period 04-2025 (January 2025) in the Parent Consolidation Company.Thanks

Using the Trial Balance by Summary and Detail Report Filtering logic I think I figured out why it would not return values but wanted to confirm with community.Acumatica 24R1 Build 24.104.0008Single Tenant, Multiple Company, same ledger for Actual. 1 company has multiple branches and the other company is a no branch setup.I cleared the Company/Branch field on Report Parameter Tab ( “Blank”).  On “Additional Sort/Filter” Tab I selected the “Property” branch.branch ID field with “Condition” EQUALS, and selected branch from List of branchs in the “Value” field. I noticed by selected the “Value” it inserts the word branch which is invalid for branch id name. I had to just manually type in “Value” field the branch id.  Also tried to use the 2nd value field to include an additional Branch ID. The 2nd value field does not appear to work and display 2nd branch TB info even if manually typed. If I only used the “Value” field, manually input the branch ID, and used separate Rows for each branch i

I'm new here as our organization is transitioning to Acumatica!I'm trying to set up Acumatica in a way that allows our team to access instances to use snapshots and complete training courses. My main question is: What is the best approach for setting this up to support multiple users?Should I install Acumatica and the relevant snapshots individually on each team member's workstation, or would it be better to set up a shared environment, like a VM or server? I’d like to hear about your experiences with these setups, especially any pros and cons you've encountered.Thanks in advance for your help!

Has anyone had any issues with / when sending a email via a template, the message will look exactly how you want it to look on the template, in “all emails” it looks good, but when received in outlook it looks like it goes from no spacing between lines to double spacing.  Every line, including signature from “my profile” being inserted looks like it’s going from single space to double or 1.5x. It looks unprofessional and not sure what the problem is.  Any ideas? 

Hi everyone,I am facing this issue on the DFR and the timecards screen where the time entries overlap. Please see the screenshots below:The first entry above starts at 9am and continues for 4 hours which brings the time to 1pm. However, there is still a second entry which starts at 12pm.These entries are directly brought from the DFR I created and are resulting into overlapping time activities (from 12pm to 1pm)Is there any known solution to this or maybe a warning popup when an employee tries to enter such values under DFR or submit their timecards?I appreciate your time and help!Regards,Raj Jasani

I want to create a custom screen that can be used for validating the components selected on a kit assembly.In general, there is a 3 step process.   The first step is to scan the bar code that returns the kit assembly Id.  After that, they user will scan the components on the kit assembly and I can then compare the items scanned to make sure the serial numbers on the scanned component match the serial numbers as entered on the original kit assembly. I’ve never worked with barcode scanners.  Is the barcode scanner just a quick way to enter text into a field on a screen?  I don’t think I need WMS, I think I only need whatever it would take to get it so that when someone scans a bar code, it fills a the field on the screen.On the Pick Pack and Ship screen, there is a field where you can scan a barcode to basically put @pick into the field.  I see this using PX.BarcodeProcessing; on the PrintPackShip screen and maybe that is all I need?  I think all I need is whatever code it would take to

Hello Everyone,Is there a way to implement a restriction so that the users can only access certain types of Cases in the Support module? For example, we have Customer Complaint case type and Product Documentation Request case type, so user A can only view and access Customer Complaint case type and then user B can only view and access Product Documentation Request case type and then user C can view and access both case types. Thanks in advance!MRIVERA67