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We have an external system that makes REST API calls to the SalesOrder endpoint. Every once in a while the resulting JSon has null for all Usr fields.  I can refresh the data and the result will have all field values.The other day we added code in the graph extension’s initialization routine to access some custom fields in a setup table.  Then we started to see the occasional error because those calls to GetExtension were failing. But only once in a while. But when they started to fail, they continued to fail, over and over, for a period of time. Sometimes we restarted Acumatica, sometimes the error just went away.I removed the code from the initialization routine and things were better.Doing some stress testing today, forcing ACM to send me the GET result from the order over and over, we’d get to a point where the JSon result was showing null values in all custom fields. The base fields still contained data. No change to the underlying transactional data - just sending multiple GET re

Hello,Trying to get the Historical Inventory Valuation report to show Lot #.   Is this possible in 24R1?I see it on the report designer model:  However, running the report on both Summary & Detailed versions does not yield any result for this column, OOB visibility expression set to “D” = detailed mode.Seems like the regular Inventory Valuation also does not provide any LOT #’s. Looking at the source data in the “InCostStatus” DAC it does not seem like LOT info is stored here anymore?!  Anyone have some fresh ideas here. 

We need a billing rule for mileage.  There is no cost transaction.  I guess we enter the actual mileage qty in project transactions.  Rate would be defined by the project revenue budget unit rate.

I have an unbound DAC that I’m using to display ARSalesPrice records in a grid in a pop-up screen. It works fine.The SalesPricesView view I’m using for the grid uses a public IEnumerable routine to collect and populate the view.After .Inserting the records into the view, I call SalesPricesView.Cache.IsDirty = false;When the pop-up screen is closed, I call SalesPricesView.Cache.Clear();Now when I try to save the order and I’m calling the base Persist I get this error:The table schema of the MyDACTable table was not found in the cache. The table is locked by another process. Please try again later.MyDACTable is made up of all Unbound fields and has the [PXVirtual] attribute.  The view definition is:[PXVirtualDAC]public PXSelect<MyDACTable> SalesPricesView; I don’t why Persist would care that the MyDACTable table was in the cache since it isn’t being asked to save anything.

The AR invoice for projects is showing the same inventory IDs on different lines because they are for different project tasks. Is it possible to adjust the report format so that it groups those lines into 1 line per inventory ID?I’ve tried playing around with the groupings but that is not working-I get a separate page for each inventory ID (and it still has more than 1 line).

Hi Everyone,Our relationship with CFMA continues to provide value to the Acumatica community.For the past few years, CFMA has been working with AEMP (Association for Equipment Management Professionals) to create the Heavy Equipment Comparator (HEC) – a product that provides benchmarking-type data for management of heavy equipment fleets.I’m attaching the HEC Executive Summary.Currently, CFMA has re-opened the survey to collect industry data. The survey will close Nov. 15.CFMA and AEMP are asking heavy highway contractors to participate in the Heavy Equipment Comparator survey, which can be found at http://hecomparator.comHeavy highway companies are encouraged to provide any information that is available, whether it be financial metrics or shop data.If you have any questions, feel free to reach out.Thanks.Joel

In the implementation of ICCHostedPaymentFormProcessor::GetDataForPaymentFormthis function has the object parameter inputData as default method input to build the payment formbut the address data is coming empty inputData.CustomerData.AddressData Is there anyway or permission required so address data returns with the customer data, customer data has name and email address, but AddressData is coming null

How do I use an import scenario to allocate inventory on sales orders that has not been previously allocated? Recently started using auto allocation on sales orders but there are still many that are open that have not been allocated. This is messing up the inventory count. Is there a way via import scenario to allocate all unallocated inventory on sales orders. 

I created a process screen that works now fine when run manually (Process and process all buttons). I added a scheduled task in the SM205020 screen. When the time to execute comes, the task unfortunately does not triggers. Other scheduled tasks for some other screens are triggered as expected. I removed and recrated the scheduled task that does not work, I reduced the number of the invoices to process but nothing works. Has anyone an idea ?Below my settings (no conditions are set in this case) :  

I’m looking for a couple of fields in the construction project portal:Customer Project Contact in Construction (which would pull from Customer Contacts) With the ability to have that contact flow through to invoices/change orders etc. Customer Reference Number for Projects. Again, we have a built out user defined field to capture this. But the reference number does not automatically flow through to billing.Has anyone else noticed the lack of these fields? Is everyone creating User defined fields? I’m just surprised these fields do not come standard ‘out-of-box’

Hello,A customer would like to automate the creation of the SO order from the Quote. I was hoping to do this through an import scenario, but ran into the challenge of not being able to find the “create and review” dialog answer and also the manual save once passed the dialog box.Anybody have a solution for this (Automating the creation of SOs from the Sale Quote)? It does not look like there is a create order processing screen.  

Hello, I’d like to update the values on a processing screens grid. Specifically the data on the ‘Create Transfer Orders’ processing screen, shown below.The graph is SOCreate and I can see that the data is created using a view called FixedDemand.[PXFilterable]public PXFilteredProcessingJoin<SOFixedDemand, SOCreateFilter, InnerJoin<InventoryItem, On<InventoryItem.inventoryID, Equal<SOFixedDemand.inventoryID>>, LeftJoin<SOOrder, On<SOOrder.noteID, Equal<SOFixedDemand.refNoteID>>, LeftJoin<SOLineSplit, On<SOLineSplit.planID, Equal<SOFixedDemand.planID>>, LeftJoin<INItemClass, On<InventoryItem.FK.ItemClass>>>>>, Where2<Where<SOFixedDemand.inventoryID, Equal<Current<SOCreateFilter.inventoryID>>, Or<Current<SOCreateFilter.inventoryID>, IsNull>>, And2<Where<SOFixedDemand.demandSiteID, Equal<Current<SOCreateFilter.siteID>>, Or<Current<SOCreateFilter.siteID>, IsNu

Trying to find a way to capture the date a Sales Order changes from the state of On Hold to Open.  Looking to build some KPIs off of this time difference.  I am struggling on how to find and show this data.  Is it available somewhere?

We are using the Shopify shipping option for the customer to pickup in our store. However, when the order goes to the warehouse to pick/pack/ship it is confirmed shipped when the order goes to the store to await pickup. This triggers Shopify to notify the customer that their order is on the way. Shopify has a multi-email system set up so you can email the customer that the order is ready for pick up (which is what it is not shipped), but Acumatica can’t send different information to Shopify to specify which email to send, or so I was told during our integration.Is there any way to have Acumatica not trigger the email if a certain shipment option is selected? I would rather no email than a misleading one being sent to these customers. But I don’t want all our other customers not to get their shipping information emails.Or has anyone found a way to send out different emails for different shipping options in Shopify with Acumatica? Even if it is a third party partner app. 

I want to know if Acumatica can stop overbilling on a subcontract?  I am wondering if you can set it up like a zero tolerance PO where if I exceed the amount on the subcontract, I must either reject the bill or enter a change order for the subcontract in order for it to allow the billing.

I would like to add Item Cost to an Export Scenario that is based on the Invoices and Memos screen.I do not see a field that looks like it would hold an item’s “cost” value.How can I add the invoiced item’s cost to my Export Scenario??

I'm trying to fetch the user-defined-field that I added in Customer Entity but it's not working. I'm getting this error: "message": "An error has occurred.", "exceptionMessage": "The column 'Document_AttributeCWCID' is not found in the data set.",It is working in Contact entity and SalesOrderMy sample parameter in Contact $custom = Contact.AttributeCWCIDIn SalesOrder: $custom = Document.AttributeSOID

Does anyone have an export scenario to accommodate Chase Bank’s Nacha File Format?  We are struggling, We are missing :Your Chase account is missing from the file.Find the company identification field and enter 0000000000 (10 zeroes).The company identification (shown in the batch control record) doesn't match the batch header record. We are close but need to be able to export on Monday. 

Hi All, Is there a way to exclude weekends for Automation Schedules?We want to avoid that Sales people receive their Daily Sales Report and some other Data on the Weekend. Thanks,

I have an import scenario that is giving me the error “ Order Type cannot be empty.” I have modeled this after others that we have run in the past. Any thoughts would be appreciated. 

 Created connected applciation and flow type is Hybridbased on the doc here https://help.acumatica.com/(W(19))/Help?ScreenId=ShowWiki&pageid=9cd888ba-aa9a-4140-b5e9-4da297fade89I should be able to do get request and redirect to https://<Acumatica ERP instance URL>/identity/connect/authorizeI’m sending all the needed paramters but at the end I’m getitng this error“Sorry, there was an error : unauthorized_client"Not sure what can be the possible reason, the user that created the app has administrator priviliges already and assigned to all roles.

I’m setting up a construction project that will have its own specific cash account. How can I link them together so that when someone is entering AP bills across many different projects, they won’t have to edit anything in the financial tab for this specific one? I want it to automatically know which cash account to use. 

Hi,A client is having an issue where the Owner field in the Purchase Orders screen is always empty.I found the existing question below about this issue, but the selected answer didn't work for me.Is there a different way that this Owner field should be populated now? If so, what is the best way to added options for this field?Let me know if I can provide any other information.Kind regards,Andrew Purchase Order owner | Community (acumatica.com)  

Hi Acumatica People, It would be nice to utilize the low code/no code approach to order entry staff requirement that they would like to create a shipment for an order and automagically have the print ticket printing action kicked-off (my small shipping staff use the pick ticket as a traveler for the remaining tasks (packing and shipping)).What is the best way to do this? Perhaps a workflow modification or a business event?Here is my attempt to use a business event.Attempt to use a business event I spent some time trying to create a business event that is triggered by the action of creating the shipment for the sales order:  Subscriber monitors SO.30.10.00 and passes the newly created shipment number from the sales order (notice that the value is coming from SO.30.10.00’s screen which is actually the sales order which is not correct): Here is my trace when I create a shipment (again, the Create Shipment is “heard” but the value passed is wrong):  Should I abandon the business event and

Hello!I followed the instruction in this post (How to create approval flow in Expenses Claim | Community (acumatica.com)) and was able to create a basic approval flow for expenses, but here are two things I can’t figure out. is there a way to create multiple level of approvals? Where first the expense gets approved by direct manager, and then it goes to next level authority to initiate payment? Is there a way to set email notifications on both level of approvals? this is the first level approval.. but once approved, how to move it to the next level authority to initiate payment?  I can’t seem to get the notification email to come through… This is what the email template that I’m using looks like, I have it sending to my email so I can test it. Not sure what I’m doing wrong. Is this something that needs business event to trigger as well?   Thanks so much!!