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WARNING: Skip this paragraph if you are just looking for a quick solution. :)Hello Folks,I have been meticulously working on import scenarios re: Service Management and haven’t seen a lot of folks just sharing what they’ve got in terms of solutions and mapping and exported Import Scenarios and stuff.   I know the info is out there -- I mean people must be importing data for their clients and standing up Acumatica for them,  It’s almost like we see these things as our own personal artwork that we will show a glimpse of to folks, but will not outright share how we did it.   In my 28 years of IT work I have encountered this over and again.  It’s like if you share how you did it with others, you suddenly lose value as a professional.   The presumption here is that you only have a few secrets and if you give them all away, you will not be marketable.   I have always come against this norm by sharing everything I know with people and not holding back the solutions I have come up with.  It so

We just updated our production instance to 24R2 over the weekend.I should have thought to check this, but we had a number of different Generic Inquires created by different users that didn’t have access rights set. Obviously, during the upgrade, all “Not Set” access rights were changed to “Delete”. There are about a dozen screens that I want to go through and set every role to “Revoked”,but we have a lot of user roles in the system. (Afterwards, I’ll manually grant access for roles that require it.)Is there any better way to do this than to manually go through every role for each screen? I would be very comfortable doing this via a database update, but I’ve tried finding the database table that stores this information with no success. 

Hi! I have this starting table which is called usrInventoryItem which shows inventory levels in my warehouse and bin locations:I want to end up with the following view which essentially shows what is on hand (any warehouse locations not equal to Hold) and what is on hold (any warehouse locations equal to Hold):  How can I create this view in SQL?

I am trying to restrict the Attributes that show in the Attributes tab on the Project Entry screen.The Answers view on this graph is not a standard PXSelect.  The first two lines are from the original graph.I’ve tried using  public virtual IEnumerable answers() and  public virtual IEnumerable projectAnswers()but neither of those fire my view override.  I have a breakpoint on PXView currentView = Base.Answers.View; but it is never reached. //[PXViewName(Messages.ProjectAnswers)]//public TemplateAttributeList<PMProject> Answers;public virtual IEnumerable answers(){ PXView currentView = Base.Answers.View; //var view = new PXView(Base, false, myDetails.View.BqlSelect); //var startRow = PXView.StartRow; var startRow = 0; int totalRows = 0; foreach (object row in currentView.Select(PXView.Currents, PXView.Parameters, PXView.Searches, PXView.SortColumns, PXView.Descendings, PXView.Filters, ref startRow, PXView.MaximumRows, ref totalRows)) { CSAttributeGroup a

Has anyone encountered a Shopify order with the SHOP_CASH payment method yet?We received a handful of orders on one of our Shopify Stores where customers have redeemed Shop Cash (Shopify’s points system) to pay for a portion of their order.  In the Shopify documentation it states that you cannot opt out of accepting Shop Cash without disabling the Shop App for the store. The Process Data action for the order fails with the following error, indicating that the new Store Payment Method needs to be mapped in the store settings - which is straightforward enough:“The payment could not be imported because the combination of the SHOP_CASH store payment method and the  store order payment method is not mapped to an ERP payment method for the USD currency or the mapping is inactive in the store settings.”The big question is, what type of ERP payment method should this be configured to?  Can it just be mapped to the same payment method as the primary SHOPIFY_PAYMENTS method, is it a new Payment

Hi All, does anyone have an example how to add the Step numbers in a Production ticket from the BOMThanks

I have an interesting scenario, and I’m not sure if there is a broader need for this, so I’m not posting it as an idea. We have different types of customers, i.e. Wholesale, Retail, Online Marketplace.When we buy stock items, we estimate how much each type will sell over the period we’re buying for. We want to be able to restrict the amount they are allowed to sell before replenishing their stock level. Example, we buy 300 of an item monthly, the estimation is that each division (type of customer) will sell 100 in that period. Then we get a big order from a wholesale customer that depletes the wholesale stock and some of the other stock. Now our retail locations won’t have enough, and it hurts their sales numbers. We’re currently developing a custom solution for this but would love to hear what others think. Having different items in Acumatica, or hard allocating for a specific customer, or having different virtual warehouses won’t work for us, as it would greatly impact our warehouse

My company uploaded stock items into warehouse A. After a little bit of time we decided to make a warehouse B and transfer those stock items into that warehouse. Now I’m finding those stock items still hold a line in the Warehouse A’s Storage Details by Item Warehouse Location GI. How do I remove these records from the old warehouse location details?

Hello,Trying to deactivate a warehouse and it gives us the Unreleased Transaction error.  Can’t seem to find any transactions related to this warehouse.  any ideas?  Thanks in advance! 

Hello All,Does anyone know how Acumatica differenciate if an attachment is uploaded from "Files" or "Image" section of the Expense Receipt?If we upload a jpg from “Upload Image” of the Expense Receipt Screen, the platform shows the “Image Preview” but if we attach the same file from the “Files” on top of the screen it is not previewed.I checked UploadFile, UploadFileRevision and NoteDoc and both of the records are Identical except to their FileID that of course should be a Unique Indentifier anyways.I also checked the EPExpenseClaimDetails and couldn’t find a possible reference to the File which is uploaded using the “Upload Image”. All I can find in the graph, its extensions or the page is a “PXImageUploader” in the page nothing else.Any help is appreciated.

Has anyone encountered: “Error: An unexpected error occurred invoking “startTwoFactorPipeline” on the server.”?

I’m trying to create a report attached below, and use custom data as a filter field. However, whenever I try to search via the filter box, no data appears within the search function. I’ve tried my best to keep the report as close to the standard ones as possible, but I’m not sure what is causing this issue. 

If we have purchased the asset, but will be put to use (placed-in service) in some future date, then how can we record it it Acumatica FA module? As Placed-in service date is a mandatory requirement in Acumatica.

How do I join the NotificationSource table to the Customer table in a GI? I’m trying to output all mailing settings for each customer so we can see who has overrides enabled for specific functions (like invoices etc). I’ve tried using the DAC browser for this, but I’m not finding a way to get from A to B. Anyone feeling super knowledgeable today? I’d love an assist on this one, thanks! 

Hi I have added a user defined warehouse selector as below in the Material Wizard 1 screen in Acumatica.[PXInt][PXSelector( typeof(Search<INSite.siteID>), typeof(INSite.siteCD), typeof(INSite.descr), SubstituteKey = typeof(INSite.siteCD))][PXUIField(DisplayName="Warehouse")] The records should be filtered based on the selected warehouse, but no filtering occurs. I have implemented the filtering logic below.using System;using PX.Data;using System.Collections.Generic;using PX.Objects.CS;using System.Collections;using System.Linq;using PX.Objects.IN;using PX.Objects.AM.Attributes;using PX.Objects;using PX.Objects.AM;namespace PX.Objects.AM{ public class MatlWizard1_Extension : PXGraphExtension<PX.Objects.AM.MatlWizard1> {#region View Extensions public override void Initialize() { base.Initialize(); // Modify the existing processing delegate Base.OpenOrders.SetProcessDelegate(list => {

Has anyone come across issue where a field has been added to the details tab of a process screen via customization and the column can not be filtered - as in added a column filters does not filters at allWe now have 3 process screen on 24R1 customers with this issue.  I know one is SO505000 but can be sure of the other 2. 

Hello,I have a custom field called “Cheque Generado” in Transactions screen, this field is a check box type, I tried to override the CAAdj_RowSelected event but it does not work.This is my code: protected void CAAdj_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler)    {      InvokeBaseHandler(cache, e);      CAAdj row = (CAAdj)e.Row;      if (row != null)      {          Base.CAAdjRecords.AllowUpdate = true;          Base.CAAdjRecords.Cache.AllowUpdate = true;          PXUIFieldAttribute.SetEnabled<CAAdjExt.usrChequeGenerado>(cache, row, true);      }    } Could you help me with this?

Missing Parameters In the development of the Quality Inspection tab in the POReceiptEntry screen, issues have been identified when attempting to dynamically populate records based on POReceiptLine entries. These issues prevent the system from accurately reflecting all the required quality parameters for each InventoryID. ScenarioSetup SetupPurchaseParameter contains predefined quality parameters linked to specific InventoryIDs.  POReceiptLine contains the InventoryID of items being received.Requirements When a record is added to POReceiptLine, the system should check if the InventoryID requires a quality check (InventoryItemExt.UsrNeedQualityCheck = true). For such InventoryIDs, all associated parameters from SetupPurchaseParameter should be added as new records in the Quality Inspection tab. Observed Issue Case 1 - Adding a line with an InventoryID having two parameters in SetupPurchaseParameter results in only one record being added to the Quality Inspection tab.  Codeusing System;

I am working on an Import Scenario that takes an exported Shopify Order and bulk create Sales Orders along with all the line items in the same order.But my Import Scenario is skipping import every other order (Img below), for example 1st order processed, 2nd order error, 3rd order processed, 4th order error...so on.Because of Shopify’s exported format, if an order has more than 1 product, it’s recorded in an additional line (e.g. first order has 3 products, so it has 3 lines of records) with the same order number.  I am able to import the orders with correct line items for the orders that did not run into error, does anyone know what could be cause this? Img - Import by Scenario (With errors)  Img - Import Scenario many thanks

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share What you may have missed in the Acumatica Community! October, 2024 Acumatica Community Webinar - Managing Construction Budgets with Acumatica - From Setup to Execution - Wed, November 20, 2024 - RecordingManaging construction budgets doesn’t have to be complicated! Join us for this webinar to learn how to set up, monitor, and adjust your budgets to keep financial control in check. We’ll cover configuring budgets, tracking actual costs, making revisions, and setting up Acumatica’s budget alerts to help you catch overspending before it happens.Presented by @iqraharrison  How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is neede

Hello all,I am trying to create an Actual Gross Margin % in the Project Module. I tried the first part and it correctly calculates the Gross Margin $. And the second part correctly shows the Actual Revenue. =(iif([PMBudget.Type] = 'I',[PMBudget.CuryActualAmount],0) - iif([PMBudget.Type] = 'E',[PMBudget.CuryActualAmount],0))/(iif([PMBudget.Type] = 'I',[PMBudget.CuryActualAmount],0))But when I put the divide sign in between it returns rubbish.I am relatively new to GI and am struggling to understand where I am going wrong.Any guidance would be most gratefully accepted.Cheers, Andrew   

​I wanted to share some code with you all, as I have not seen too much about adding custom actions into the SO Quick Process workflow. We have a custom requirement to set a shipment as delivered before it can be invoiced. I have added the workflow status of Delivered to Shipments, and updated the prepare invoice action to require the status of Delivered, and not Confirmed. We may have shipments picked (confirmed) and sitting before either truck delivery to the customer, or hold for pickup. My workflow customization works great, but we want to add the ability to set it as delivered on the SO quick process screen if it is a “counter sale.” Customers would walk into one of our stores and purchase items and walk out with their products. We use shipments for our DOT paperwork and other customizations, so it is not a order of type cash sale, but a normal sales order. I was able to add a “Set Delivered” action to the quick process, and the workflow has been working flawlessly.This is done by

how to access relation table in generic inquiry for get information restriction group by user?

Client is on 2024 R1.I have an SO line for 40 units of an item. There are none in stock.The item has a min of 50 and a max of 100. Prepare Replenishment tells me to order 140. I decide to order just 100, which will leave 60 for stock. I create the PO.I subsequently decide to Mark the SO line for PO and link the 40 units to the PO line for 100 units.This action changes the entire PO line from “Goods for RP” to “Goods for SO.”When I rerun Prepare Replenishment, the system tells me to purchase 100 because it’s not recognizing the extra 60 on the existing PO because of that flag.Wondering if I’m missing something in setup or is this just a shortcoming of how Acumatica handles this?

I am struggling to find the correct Setting under User Security to hide the Reassignment function from certain Roles: I cannot find this under the appropriate Document type, Approvals or any Hidden Folder.Any idea where this is living?Approve and Reject are to be found on the AP Document in this case.