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I am experiencing an issue with Report Designer. When I make changes in Report Designer, they appear in the preview tab but do not reflect in the URL.Please note that I have saved the changes to the server with a new version and activated the version in Acumatica. My user permissions allow access to Report Designer, yet the changes still do not appear. I specifically tried modifying the dunning letter printing format in Acumatica.

Hello! Does anyone know what is causing this error while trying to release an invoice? The system only has one currency set up which is USD; all chart of accounts has USD listed as currency; the ACTUAL ledger also has USD listed as currency. Am I missing anywhere to check for this?  

I have been trying to send a token via API Key Authorization method but I've been getting an unauthorized error: {StatusCode: 401, ReasonPhrase: 'Unauthorized', Version: 1.1, Content: System.Net.Http.NoWriteNoSeekStreamContent, Headers:{  Date: Wed, 23 Oct 2024 16:35:03 GMT  Transfer-Encoding: chunked  Server: Microsoft-IIS/10.0  Content-Type: application/json; charset=utf-8}}This is my code:using System;using System.Collections;using System.Collections.Generic;using System.Linq;using System.Text;using PX.Common;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.CM;using PX.Objects.CS;using PX.Objects.GL;using PX.Objects.Common.Extensions;using PX.Objects;using PX.Objects.IN;using RiverlandDesarrolloV231;using System.Net.Http;using System.Threading.Tasks;using Newtonsoft.Json;using PX.Concurrency;namespace PX.Objects.IN{    public class INReceiptEntry_Extension : PXGraphExtension<PX.Objects.IN.INReceiptEntry>    {        #region Event Handlers        public

Good Morning, WITHOUT using the “Mark for PO” feature, is there any way to create a filter showing which Service Orders are “Ready to Schedule”? I have created a filter looking at the INSiteStatus table, ensuring that the QtyOnHand > 0 (for the specific warehouse). Which works great, except that it doesn’t look at all item rows. Meaning a Service Order may require three different Inventory Items, and my filter will show the Service Order as “Ready to Schedule” when just one item meets my criteria of QtyOnHand>0.  I would like the filter to only show the Service Call as “Ready to Schedule” when ALL Inventory Items have a QtyOnHand>0.  Any ideas would be appreciated. Thanks,Alec

Has anyone seen this before?On the Calendar Board filter, the check boxes visualy change when you try to check them. Clicking or double clicking the boxes does not activate the filters. The only way I can get the box to check is to tab to that box and spacebar. This happens on both Chrome and Edge. 23 R1 (we’re upgrading to 24 R1 in less than 2 weeks)   

Before I submit a support ticket, I wanted to see if the community has this answer already… I have two almost identical Service Contracts created, both Active and invoiced. In the Service Order, when I select the first contract that I created (0063) or don’t select a contract at all, the Target Equipment appears for selection in the details properly (see first screenshot). I have another Service Contract (0068) that I created, but when I select this in the Service Order, the Target Equipment disappears from selection. I have absolutely no idea why this is the case. Has anybody encountered this or know why this is happening? Can there not be 2 service contracts active at the same time? This seems to be a bug to me…  

Hello everyone. This is my first time posting here and I have been working with Acumatica for only a month with little training, so please bare with me. We have an existing PO for a project that is generating the following error when trying to enter a PO receipt: “One purchase order line or multiple purchase order lines cannot be added to the bill. See trace log for details”. See trace log screenshot attached.After trying to read the trace log, I noticed an issue pointed out to one specific inventory ID item (108-12) but I have no idea what is the issue with it and how to fix it. Another thing that was mentioned to me here is the column named “Billing based on”. Apparently it was always consistent before, either receipt or order, with this PO it’s mixed. What is this field, where do we set it up? Where does it pull this selection from?Thank you so much for your assistance with this issue.

Looking for a Acumatica reference that utilizes Field Service Mobile App for Scheduling Technicians, Accessing Service Orders, Applying Actual Labor, Invoicing, and collecting Payment all through the Acumatica Mobile App.  This prospect is eager to talk with a customer that is using these features on the Mobile App.  

We run MYOB Advanced which is the version of Acumatica for Australia and New Zealand.  We have nearly a hundred assets that we use for delivery of finished goods and these can be left with the customer for a few weeks. We need a tracking solution that will allow us to see where the asset is at any time and to then bill the customer if they keep the asset for longer than contracted norms.  If there is a GPS system that would integrate with Acumatica and would facilitate this, perhaps utilising the Equipment and or Field Service modules, I'd be very glad to hear.

Staff Member had Staff schedule for 2 different Branch location and showed on both locations on the Calendar boardThe Staff member was “rolled back” on one of the locations and no longer showed on the Calendar board for that branch locationMy problem is that when I look at the Schedule Rule there is no indication that any record was rolled back and this is confusing for the customerHow do you know a schedule is rolled back ?  

I have seen a few post about not being able to include equipment in cases.  The fixes are janky with no real relationship between the case and the equipment.  How has this been overlooked by Acumatica?It’s just such a common situation to have a customer call and as their describing the problem the tech wants to track the serialized piece of equipment they are helping the customer with.  Not because it needs to be replaced, but because it’s the equipment the customer is troubleshooting.  Has anyone found a way or used a 3rd party software that offers this functionality with a true link between case and equipment.  We are capable and have customized Acumatica using code but for this use case it seems silly.  

We just updated to 24 R1 and we can no longer remove POs from the service order. Does anyone know a work around or a way to fix this?

Hi, Looking for help with a client request to print the staff name from all the appointments on an Email Template. I am able to print the staff from the first appointment using the field “ ((ServiceOrderAppointments.PrimaryDriver.AcctName))” but I need to print  all the staff from all the appointments of the that Service Order. Please advise if any one has worked on something similar. For example SO# XXX has  appointments/Staff on the appointments  - A01 - Jhon, Tina A02 - Jhon, Jeff A03 - Chris So I want print Jhon, Tina, Chris 

Implementation questions What is the simple most effective way to import 100s of Live projects into our customers new environment? Is it import scenarios and then some manual work project by project for balances etc?   Is it possible to bring over projects which are midway complete into Acumatica? I.e., a project 6 months into 12-month schedule and on claim (proforma invoice) no.6 - How do we import and indicate or make the project start in Acumatica from that same reference no.6?

I am in the middle of physical inventory count and I am trying to close out the count. However, there are items that show up as FS Allocated that is interfering with us closing it as it will draw our available qty negative. How can I remove the FS Allocated items?  

Good afternoon everyone, I'm trying to customize the Request for Information email template, however I'm not able to customize the subject of the template, this is what I'm doing:Open the email template “E-Mail Request For Information RFI” Customize the template subject with this expression: “RFI #((RequestForInformation.RequestForInformationCd)) - ((RequestForInformation.ProjectId.Description))” Open the “Project Management Preferences” Set the “Default Email Notification” to “E-Mail Request For Information RFI” Create or Open a RFI Click on Email action The Subject, To, CC, and BCC fields do not equals the same as the “E-Mail Request For Information RFI” template, the message however is the same as the template.Do you know why this is happening? Or where can I edit these fields?

I’ve completed the Avalara installation for Acumatica.  When I go to run a test transaction, I get the error:  TX Error:  The Tax Payable account should be specified for tax agency ‘Avalara’I went into the Tax Zone and changed it to Sales Tax since that is ideally what we are trying to do.  Still getting the error.  Any suggestions?

Hello,I am trying to add a sub account 15-0000 as the Main Branch in ANT3 and this is the error message I get. Where do we set up the branch of the subaccount to fix the error?  Hoping the acumatica community can help?      

We have a custom publicly available filter. public PXFilter<ShipperTankFilter> showShipperTanksFilter;The filter is defined as follows: [PXHidden] [Serializable] public class ShipperTankFilter : IBqlTable { #region TankSerialNbr [PXString(20)] [PXSelector(typeof(Search<SOShipLineSplit.lotSerialNbr>))] [PXUIField(DisplayName = "Tank Serial Nbr", Enabled = true)] public virtual string TankSerialNbr { get; set; } public abstract class tankSerialNbr : PX.Data.BQL.BqlString.Field<tankSerialNbr> { } #endregion }We have an action called createBoxes.  We’ve exposed this action as a REST API endpoint named CreateBoxes, mapping the TankSerialNbr parameter. When we call the CreateBoxes action via Postman, we receive a 422 Unprocessable Entity error. By way of troubleshooting, we create another field TankSerialNbr2 on the filter as shown: [PXHidden] [Serializable] public class ShipperTankFilter : IBql

I have formula that can grab all the differences in expected vs real dates, but how do I tell my AVG() aggregate to ignore any zero values in the formula (i.e. the false branch of the statement below)? =AVG( iif(DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate])>6 OR DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate])<-6,DateDiff('d',[POOrder.ExpectedDate],[POOrder.UsrOrigPromDate]),0))I tried using the empty set instead of zero, but it gets angry about it not being a number. There has to be a way to just say “Skip this row” based on a condition. Can someone save me?

Is this expected?It takes a frustrating amount of time for the build process to run for frontend source code.I was hoping development would be faster on the new UI, but so far it has been very slow. Every time I make a change to the typescript or html files, rebuilding the source code takes approximately a minute, even for a simple screen. Anyone have any ideas?

Hi, I am building a report for my client. They want to see the AR aging based on invoice date, not due date. For example, the current column shows invoices created during the past 30 days; 1-31 Days column shows invoices created during the past 31-60 days. I copied the standard AR Aging report and edited formulas on it. I used Iif(CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )<61 AND CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )>30,iif([ARInvoice.DocType]='CRM',-1*[ARInvoice.DocBal],[ARInvoice.DocBal]),0). It works for details. However, when it comes to totals, I used =sum(Iif(CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )<61 AND CDec( DateDiff( 'd', [ARInvoice.DocDate], Today()) )>30,iif([ARInvoice.DocType]='CRM',-1*[ARInvoice.DocBal],[ARInvoice.DocBal]),0)). This sum function only works for invoices don’t have credit memos/partial payments applied. When there is document applied to the invoice, the total doubled (for1 document applied invoice) or trippl

Has anyone had success with filtering the BigCommerce Shipment export based on specific line item details from the sales order?  The business case is as follows:Customer places an online BigCommerce order for a kit.In Acumatica there is an import scenario that expands the kit onto the sales order and updates a user defined field with the parent kit inventory id.  The exploded line items have a non-zero quantity and the price is $0.   When the shipment is synchronized back to BC, the sync returns an error because the kit components were not on the original sales order.  We would hope to skip over those items and only update the items that were originally on the order.  Any thoughts on how to handle this scenario?Thanks in advance!

Hi, I’ve created a custom screen (table, graph screen definition) and associated a sequence number to the reference number field (hence the <NEW> showing). The key is Reference Nbr + Revision. For whatever reason on save (or if I say change commithchanges to true for Vendor ID), it always throws this unhandled exception error about the Reference Nbr not existing. I assure you its both the database and DAC  DAC (I confirm it’s reading that sequence number, I tested changing it’s placeholder value to ensure its reading the correct one):  Screen: Database:  Trace:  Has anyone encountered this or know how or why this would happen and how to fix it? It surely must be some mapping I missed in the screen definition or something. Using 2024R1 Build 24.109 Thanks. Regards, Andrew