Discussion Forums

I need to know how to give someone rights/access to delete uploaded files.For example, we upload item drawings to the item’s BOM and when we have a new/revised drawing, we want to delete the old drawing and upload the new drawing.Where do I go to give someone permission to delete the file attachment???

There seems to be a bug with the Set as Primary button on an Opportunity.Here are the steps to produce:Create an Opportunity Create a Project Quote. Ensure you set its Opportunity ID to be the Opportunity ID of the Opportunity we created in step 1 Create another Project Quote and also set its Opportunity ID to be the Opportunity ID of the Opportunity we created in step 1 Use some mechanism to fetch both project quotes, I just use Postman. Note their LastModifiedDateTime’s… Click the Set as Primary button on the Opportunity for the Project Quote that is not presently the Primary one (we specifically choose this Project Quote as this is a data change and should -- at least, in theory -- update the LastModifiedDateTime of the Project Quotes) Repeat step 4. Note both of their LastModifiedDateTimes remain unchanged.Is this a known bug or planned to be fixed? Our company uses the LastModifiedDateTimes for DB syncs and this is a major problem for us. I’m aware of workarounds and plan to addre

Good day, I have a customization with 2 custom fields that are selectors called 480 Tax Line, one in Non sotck item screen and another in the lines of Bills and Adjustments; these selectors have the values from an Attribute and there is an Instance where I am having an error, everytime I choose one of the options and press save, I receive the error "Error: Updating  'Inventory Item' record raised at least one error. Please review the errors.” and then in the field it has the error '480 Tax Line' cannot be found in the system.The DAC is configured to show the description of the attribute in the UI and save the ValueID in the database, everything is working well on every other Instance I publish my customization, but in this one I don't understand why I have conflicts where everything is the same, the attributeID is APLINE and the data is the same on every other environment I have tested. public class InventoryItemExt : PXCacheExtension<PX.Objects.IN.InventoryItem> { #region Usr

Hello all! I'm looking to limit viewing of commissions between our sales people. For example, I don't want john seeing Jodi's commissions and vice versa. However, I want them to see their own commissions. This is mainly on Sales Orders. Has anyone encountered this and how was it remedied? ThanksBrent

When selecting the project in the sales order the quantities are updated to zero    

We are facing a scenario where a user needs to process a credit note while the customer's status is on Credit Hold. With EDI integration and automated warehouse processes in place, it is not feasible for the user to temporarily remove the customer from Credit Hold, process the credit note, and then place the customer back on hold.Are there any workaround for this situation?

Managing 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.Introduction to Project Budgeting Setting Up Revenue and Cost Budget Budget Tracking as the Project Progresses Revising the Budget Monitoring Budget Controls Reviewing Project Balances and Performance Metrics Summary/Q&APresented by Iqra Harrison | Senior Business ConsultantPROTELO, INC   

How do you get the timecards to work when they cross payperiods.  The pay periods are always 1st through the 15th and the 16th throught the end of the month.  What do you do when the time cards cross pay periods?  Manual OT calcs would be preferrable and having timecards that match the payperiod.  Has anyone gotten this to work?

Hello guys, I am having an issue with a workflow event handler:Workflow declaration:.WithHandlers(handlers =>{ handlers.Add(handler => handler .WithTargetOf<ARBalances>() .OfEntityEvent<ARBalancesCreditHoldExt.MyEvents>(e => e.CreditLimitViolated) .Is<SOShipmentEntryCreditHoldExt>(g=> g.OnCreditLimitViolated) .UsesPrimaryEntityGetter< SelectFrom<SOShipment>. Where<SOShipment.customerID.IsEqual<ARBalances.customerID.FromCurrent>>>() ); handlers.Add(handler => handler .WithTargetOf<ARBalances>() .OfEntityEvent<ARBalancesCreditHoldExt.MyEvents>(e => e.CreditLimitSatisfied) .Is<SOShipmentEntryCreditHoldExt>(g => g.OnCreditLimitSatisfied) .UsesPrimaryEntityGetter< SelectFrom<SOShipment>. Where<SOShipment.customerID.IsEqual<ARBalances.customerID.FromCurrent>>>() );})//Add to Sta

Hi Team,Any thoughts on how Acumatica handles the scenario for Importing transactions for Bank Feeds when the transaction currency is different from Cash Account currency.   

Hi I am settling up a connection to BigCommerce and have template items which are syncing with BigCommerce using the connector. I have attached images to my attributes used in the  configuration of my matrix item and would like these to sync with the Variant Options in BigCommerce. Does anyone know if this is possible please? Thanks Matt 

Hi all, Our Projects could have up to 25 tasks. We bill on certain tasks by adding the amount to Pending Invoice amount and running project billing. When we do that, the invoice will have 0.00 lines for each task and 1 line for the task that we entered an amount. Is this the expected behavior? Can that be turned off? Thank you

Does anyone know of any existing functionality around archiving projects that are no longer active? I’d like to be able to archive/inactivate them to the point that they do not show up on search lists when using the search bar.

We send emails out of Acumatica and today had an email come into our Inbox in Acumatica.  One of our users replied to that email and copied our support team on that email.  They do this often, but today we noticed that the email did not send and in the Email area, it appears in the “Failed” filter of All emails. When we open the email that failed, it says “Illegal characters in path.”.  I haven’t noticed this type of error before.The user tried to resend the email and it again failed. She also remove the people on the “TO” line and added them back in by doing a search for their names.  That email failed to send as well.The user ended up sending it out of Outlook, then copying the sales inbox for tracking purposes in Acumatica.Any ideas on what the error message means?Also, one thing that is not very clear is the activity under the opportunity says “open” and the mail status says failed. Would be nice if the email activity under the opportunity reflected “failed”. 

Hello Community. I am looking for someone (Subject matter expert) that can help hand hold our purchasing and operations department whilst we implement the DRP within Acumatica. Is there anyone out there that charges by the hour to help two of our staff members set up all the purchasing forecasts and business events to automate what is possible and make the stock management as efficient as possible. This will have to include training on using a dashboard to manage the overview and to have a daily and weekly summary to send to the directors for their insight.In the near future we are seriously also considering integrating with a 3PL company for storage and we will need assistance with integration with their system via API’s.any recommendations, guidance or contacts appreciated.

I am trying to design a report using INReceiptStatus which is hidden and cannot be selected in report designer or Generic Enquiry. How can i make the DAC available for report designing 

Hi,I am working on an import scenario which takes an exported Shopify order Excel file and bulk create Sales Orders with all line items.In the screenshot below, I have a step which uses the ‘Email’ from the Excel file and input it into the ‘Related Contact’ field.  If the contact with that email already exist in the system, then it will populated the contact in the field within Sales Order.  However, if the contact does not exist, then it gives me error for the lines that cannot find an associated contact.Question:  Is it possible within the Import Scenario, if the Contact does not exist, it then creates one for me with all the required details (Name, address, email, business account...etc)? Many thanks!Will

changing standard Shopify integration:I am stuck trying to find out where cbapi.Put<SalesOrder>(obj.Local, obj.LocalID)from SPSalesOrderProcessor class SaveBucketImport is defined in standard code.I can find only interfaceI need to override logic behind last line of codeClass SPSalesOrderProcessor        public override async Task SaveBucketImport(SPSalesOrderBucket bucket, IMappedEntity existing, string operation, CancellationToken cancellationToken = default)        {            MappedOrder obj = bucket.Order;            SalesOrder local = obj.Local;            SalesOrder presented = existing?.Local as SalesOrder;            BCBindingExt bindingExt = GetBindingExt<BCBindingExt>();            // If custom mapped orderType, this will prevent attempt to modify existing SO type and following error            if (existing != null)                obj.Local.OrderType = ((MappedOrder)existing).Local.OrderType;            SalesOrder impl;            DetailInfo[] oldDetails = obj.D

 Hello,We are experiencing an issue in Acumatica (Batch Number Sequence), and I’ve attached a screenshot for reference. Can you please help us address this?  

Hi all, I’m trying to write a GI that lists Sales Orders from 13 months ago. For example, if I run the GI successfully with a business date of today, it will show me all Sales Orders in September 2023. I think this is best achieved by setting some conditions in the Conditions tab of the GI, but I am not sure of the formula to use. Does anyone have any suggestions or can point me in the right direction?  

Hi,We have a cash account that needs to be reconciled. It has been sitting on hold since 1/31. When clicking on it in Reconciliation Statements it times out and won’t load the transactions. I checked theCAReconEntry.CATranExt table and there are over 7400 unreconciled transactions. Is there a max number it can reconcile?Also, there is a clearing account tied to the cash account. Could this be causing an issue? The clearing account does not have reconciliation required checked but the cash account does. Only one of the two charges methods in the clearing account are listed in the cash account also. Could this be causing the issue?Last question, the periods are closed since the last reconciliation date was 1/31. Do we need to reopen the periods in AR to get these reconciled? Could this be the issue? Thanks so much! Your wisdom is appreciated!  

Has anyone come across the situation where the orientation of AP check’s printing randomly changes. i.e. I print a check with the top of the check facing forward and it prints fine and then I print another check and all of a sudden it prints upside down. 

Goal of the GI:Compare the Current Price Class with the New Price class, and filter out any entries that are already the same to reduce the amount of entries sent through an Import ScenarioCode for the New Price Class assigns a type of discount based on the amount sold:=switch(Max([Location.CPriceClassID])='STAFF','STAFF',Sum([SOOrder.CuryOrderTotal])>1200, 'RETAILBULK',Sum([SOOrder.CuryOrderTotal])<1200, 'CUSTOMERS')But as y’all know, when you make a new field, you can pull up it’s internal ‘field’ name, and I can use that for style like this: =iif(SOOrder_Formulad9d511aff428430595f645b5e7225bcf = [Location.CPriceClassID],'','red20') But I can’t use it for comparison in any part of conditions or even within the results grid=[SOOrder_Formulad9d511aff428430595f645b5e7225bcf] doesn’t work@SOOrder_Formulad9d511aff428430595f645b5e7225bcf of course doesn’t workjust SOOrder_Formulad9d511aff428430595f645b5e7225bcf doesn’t workIs this a hard limitation on GI’s, or is there a trick I don’

I am sure this is a basic question, but I need to add some steps when releasing from Risk Hold.I copied my Release From Hold commands and changed it to ReleaseFromRiskHold.  Visual Studio Acuminator message:  The signature of a method with the PXOverride attribute must match the override method.I went into the Customization Project Code to have the system create the extension code for me.  I did not find ReleaseFromRiskHold as an option.   Code:public delegate IEnumerable ReleaseFromRiskHoldDelegate(PXAdapter adapter);[PXOverride()]public IEnumerable ReleaseFromRiskHold(PXAdapter adapter, ReleaseFromRiskHoldDelegate BaseMethod){    // my code here    return BaseMethod.Invoke(adapter);}Thank-you.

I am currently looking to streamline our month-end closing process in Acumatica (Manufacturing Module) and was wondering if anyone could share their best practices or a checklist, they use to ensure a smooth and efficient closing process.Key steps/checkpoints for month-end close.Any modules or features in Acumatica that you find particularly helpful.Recommendations for reports or reconciliations to run during the process.Common challenges and how you address them.If you have a checklist or process flow that you can share, I would greatly appreciate it.