Discussion Forums

Hello! I received the following error when trying to open a GI that I have created. I’m assuming this has to do with customization projects? The system recently got upgraded to 2024 R1, and the customization projects are published. Any ideas on where to go for this? Thanks!! 

I created an action button to create a service order from the customer screen. The customization works great. The only problem is the Address Lookup seemed to stop working. Any Idea what may be causing this?using PX.Data;using PX.Objects.CR;using PX.Objects.FS;using System.Collections;using PX.SM;namespace PX.Objects.AR{ public class CustomerMaint_Extension : PXGraphExtension<PX.Objects.AR.CustomerMaint> { public class CustomerServiceOrderDac : IBqlTable{ [PXString(4, IsFixed = true, InputMask = ">AAAA")] [PXUIField(DisplayName = "Service Order Type", Required = true)] [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)] [FSSelectorActiveSrvOrdType] public virtual string ServiceOrderType{ get; set; } public abstract class serviceOrderType : PX.Data.BQL.BqlString.Field<serviceOrderType> { } } public PXFilter<CustomerServiceOrderDac> pXFilter; public PXAction<Cus

When trying to create a Purchase Receipt, I am getting this error:  Another process has added the ‘POReceiptLineSplit’ record.  Your changes will be lost.  What does this mean?

Dear ALL,Is it possible to transfer Customer A's debt to Customer B's debt in Acumatica? Best Regards,NNT 

Hi, I need to restrict access of editing invoices in SO303000 form which were in open status. It means they were already released invoices. But still, users can edit the data in the line level in “details” tab.Thank you 

Hello Everyone, We are encountering an error when attempting to update the status of project quotes from Draft to Prepared using the import-by-scenario feature. The ‘New Project ID’ cannot be empty and View name:Quote Please Advise.

Hi Acumatica Community,Can you please help me with the sample code to invoke the Email Teamplate from code level along with the reports attached. I found the below article but attachement code is missed. Can you please help me with the attachements code. https://asiablog.acumatica.com/2017/05/sending-notification-template-from.html

We need to limit a user to just CRM.  We do not want the user to get anywhere else in Acumatica.  Is this possible? 

Hi,I have a requirement to grant permissions for specific fields in a form to different users or user roles. Is there a method to control field-level permissions based on user roles or specific users who have permissions in Acumatica? If so, could you please provide detailed steps or guidelines on how to achieve this task?Thank you in advance for your assistance!

I made a custom endpoint:  I added the PrimaryQuote action:  I send a POST request to set a Sales Quote as primary:  I get a server error: {    "message": "An error has occurred.",    "exceptionMessage": "Object reference not set to an instance of an object.",    "exceptionType": "System.NullReferenceException",    "stackTrace": "   at PX.Api.ContractBased.EntityService.Invoke(ISystemContract systemContract, String version, String name, EntityImpl entity, ActionImpl action, CbOperationContext operationContext, Boolean throwOnError)\r\n   at PX.Api.ContractBased.AspNetCore.CbEndpointFeatureServiceExtensions.Invoke(IEntityService entityService, ICbEndpointFeature feature, EntityImpl entity, ActionImpl action, CbOperationContext operationContext)\r\n   at PX.Api.ContractBased.WebApi.Controllers.ActionController.InvokeAction(String objectName, String actionName, ActionInvocation invocation)\r\n   at lambda_method(Closure , Object , Object[] )\r\n   at Microsoft.AspNetCore.Mvc.Internal.Acti

Is there a solution to sending package tracking numbers to customers as a link to USPS or even Google?If I click the link in the email below, it currently will send me to google with the Acumatica field nameThis is the html code I used to create the link...<a href="https://www.google.com/search?q=((Packages.TrackNumber))" style="text-decoration:none;display:inline-block;color:#ffffff;background-color:#034e7d;border-radius:4px;width:auto;border-top:1px solid #034e7d;border-right:1px solid #034e7d;border-bottom:1px solid #034e7d;border-left:1px solid #034e7d;padding-top:5px;padding-bottom:5px;font-family:Arial, Helvetica Neue, Helvetica, sans-serif;text-align:center;mso-border-alt:none;word-break:keep-all;" target="_blank">

This topic provides a workaround to calculate the max possible quantity that can be assembled for a non-stock kit or a stock kit. And uses an import scenario to update an attribute on the non-stock kit for the max availability. Assumptions:1-Create an attribute KITAVAIL and assign to the non-stock kit class 2-There is a condition to filter on the warehouse storing the components used to assemble the kit  Hint: The GI pulls stock and non-stock kit. it can be enhanced to only pull non-stock kit. Precaution: The import scenario that I attached is only updating the availability for non-stock kit. it will FAIL on stock kits, you might need to create another import scenario for this purpose. How to use it:1-Import the GI:”Kit Max Availability.xml”2-Create import scenario:IN202000-UpdateKitaAvailability.xml Since the import scenario is based on a GI it is dynamic, you can run it manually or run using a schedule.   Screenshot from the import scenario :  Commerce connector use: The import scena

When entering a bill against a subcontract, Acumatica appears to check against the current unbilled amount on the contract because it provides a warning if you’re over budget.  So, I’m wondering if it’s possible to display the unbilled amount on the Bill input screen so that I can verify this warning and provide feedback to the person who will be reviewing & approving the bill.

Hello Community, I have a customization created that is enabling the InTranSplit.expireDate field in the IN > Receipts screen on released documents. This allows me to update the expiration date on the table which works just fine. However, the lot\serial report pulls from INSiteLotSerial table which doesn’t update using this method. Is there something else I need to call to get this extra table updated or is it just a bad idea to update the expiration date this way? Should I instead create a processing screen that instead generates a copy of this receipt and one line to adjust it out and another to adjust it in with a new date? public class INReceiptEntry_Extension : PXGraphExtension<PX.Objects.IN.INReceiptEntry> { #region Event Handlers protected void INTranSplit_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler) { InvokeBaseHandler?.Invoke(cache, e); var row = (INTranSplit)e.Row; if (row != null) { Base.

HI Acumatica users-Help!I would like to “explode” a Bill of material against a Parent (FG) quantity.    I have not found a way to do this- other requirements to run it through MRP.   My company uses contract manufacturers,   and we need to create scenarios on lower-level components. In Most ERPs systems this is a very basic function-so I am not sure what I am missing 

I know there is not a way to bill an appointment for a minimum set time of 15 minutes. For example if a technician completes a job in 8 minutes, system should set a minimum to 15 minutes unless manual intervention is done. Is it something under future product enhancement consideration?

Our IT wants to know which server port is used for file synchronization with shared folder method. Does anyone know?  

Hi there is there any ways to set default quantity to one when ever user input for details section in any module such as AP, AR, CB, GL. Because our daily transactions always involve 1 quantity (sometimes more than 1, but still user can override even there’s available setting default to 1. Thank you

I am trying to add a parameter that would let me choose a financial period range to a generic inquiry I created that pulls cost and revenue data from a projects. It’s basically a modifed WIP report but in a format I can download into excel. These are the tables that I currently have on the report:I can’t figure out how to link the table with the FinPeriodID to the project so I can set a parameter to run the report for a specific Fin period range.

IntroductionShopify provides Restock item option(as shown in the screenshot 1) when Refund is performed. When this is checked, it means that the returned items goes back to inventory.By default, the Restock item option is checked by Shopify. In some scenarios, the seller advises the buyer to keep the product or discard and not ship back the product because those are not resellable, return cost is higher etc.,In those cases, buyer would like to uncheck the Restock item option when refunding so that the item does not go inventory. ScenariosScenario Recommendation Buyer wants the seller to ship back the item that is returned. Check Restock item option Buyer while processing the refund, not sure what to do with Restock item option. Check Restock item option Buyer cannot resell the returned item so do not want the item to be shipped back.  Check Restock item option and put this item in the garbage location in Acumatica based on the reason code for accounting purpose. The corre

Hello, We have two Automation schedules for a custom Delinquency Process. Our first Process is a customer Block stage and the second is a Customer Warning stage.We want to schedule these to run nightly and the 2nd process should only start after the 1st automation schedule completesWhat is the best way to accomplish this without combining them to one?  

We have a custom GI which is showing this message in the status bar:Same query exists in two tenants but only one of them (the one with more data) shows the message.

We are designing a new form where by we need to have a FROM: and a TO: using the first of the current year and the last of current year for the period. We would like to use @YearStart, and @YearEnd but are not quite sure where and how to code it in the Report Designer, or if parameters need to be stated first in the Schema. Most, if not all, of our reports have a date already associated with the type of report needed, but in this case, none of that is present. The initial form will be a “blanket” form just to get started. My code in the groupHeaderSection1: I have one text box: [=’FROM:’ + [@DateFrom]], another text box: [=’TO:’ + [@DateTo]]. but these are not showing up on the report in preview at all. My Parameter Schema has DateFrom as Name, Data Type Date Time, Prompt: Start Date, Default Value @YearStart, Visible, Required, and the DateTo has its’ appropriate parameters set up also basically the same way.

Good day,I am developing a customization to make the selection of a Contact field required on both the Opportunity and Quote.  I know how to make the field required using the customizations.  However, I am concerned on how it could affect the workflow. Adding quotes, processing, action areas, etc.For example; Opportunity/Quotes.  Are their any issues or problems that could arise.  Management wants sales reps to have contacts on all their opportunities and quotes.  We also have an Approval process for large quotes. Since the documents are interconnected,  Should the customization be separate or together? I don’t want to slow down the Sales process; however it does present some issues with sales Approval process? issues Actions being affected; Convert to Order, etc.Does anyone have a better suggestion?  Or a better way to go?Thank you.