Discussion Forums

Hello,I have been trying to create a customization that sets the Expense Claim’s date and description to match the Expense Receipt’s date and description when I click CLAIM (instead of the defaults of today’s date and Submitted Receipts).This is what I have so far, but it is throwing up an error : error CS0115: 'ExpenseClaimEntry_Extension.Persist()': no suitable method found to override Thank you for any help!

Hi! I have created a replenishment class, I have set replenishment parament for one item to test, but I still could not get the PO source to automatically show up Drop-Ship when I create a sales order. I have also tried the suggestions from this related topic Set item to always dropship | Community (acumatica.com). Are there any other settings I should be aware of to have drop-ship show up automatically?    

Hello, I am trying to persist a custom field from a SO to a PO when the purchasing details are updated through PO LINK. Nothing seems to be erring, but the value is not being updated on the PO. The PO is no longer On Hold so the fields are not updateable through the UI. Could this be what the issue is?        protected void SupplyPOLine_RowUpdated(PXCache cache, PXRowUpdatedEventArgs e, PXRowUpdated InvokeBaseHandler)        {            if (InvokeBaseHandler != null)                InvokeBaseHandler(cache, e);            var row = (SupplyPOLine)e.Row;            // Retrieve the Purchase Order based on the OrderNbr            POOrder poOrder = PXSelect<POOrder,                Where<POOrder.orderNbr, Equal<Required<POOrder.orderNbr>>>>                .Select(Base, row.OrderNbr);            POOrderExt poOrderExt = poOrder.GetExtension<POOrderExt>();            //Get the Sales Order Number from the SOLine            PXCache soLineCache = Base.Caches[typeof(SO

Hello, I have made a change to the way in which credit checks work by extending SOOrderCustomerCredit. The following article helped a lot with this I’ve added breakpoints to my code and these are being hit when I enter a sales order, so I know my code is working. The problem is that when I look at the SOEntry graph I cannot see any reference to the SOOrderCustomerCredit class. In fact, when I search the Acumatica code the only references to SOOrderCustomerCredit seem to be where it is defined (inheriting from an abstract class called SOOrderCustomerCreditExtension). I cannot see where the Acumatica code actually uses the SOOrderCustomerCredit class.Can anyone explain the link between SOEntry and SOOrderCustomerCredit please?   

How are you all doing version control on your report designer files.  I also am trying to solution a change log.  I was thinking Github may be a candidate for this.

public delegate IEnumerable PrintQuoteDelegate(PXAdapter adapter); [PXOverride] public IEnumerable PrintQuote(PXAdapter adapter, PrintQuoteDelegate baseMethod) { IEnumerable returnValue = adapter.Get(); try { returnValue = baseMethod(adapter); } catch (PXReportRequiredException ex) { ex.Mode = PXBaseRedirectException.WindowMode.New; throw ex; } return returnValue; }Any ideas?  Customer wants this to re-direct to a tab instead of same window

Hello all, I need to Nightly update 200-500 Projects Tasks to Completed and then Run the Allocation through the REST API. Works great for 1 project 1 task. But I will need to many each night. Is there a way to batch them in instead of 1 call to ProjectTask and 1 to run the Allocation?  IS the REST API not the best way to do it? Thank you

Is there a way to define the markup percentage (%) at the project quote level?  E.g. I have an old quote that I need to modify and I would like to change the mark-up percentage from 25% to 40% to cover material cost increases.  Is there a way in the system to do this?  Attributes?

Is build update restricted to SAAS accounts? Whenever we tried updating the site it says this error “Update could not be performed, because file 'c:\deployment\sites\PR00003841\siteroot\bin\CommandLine.dll' is locked by another process.”  

On the Sales Order screen, I have a custom field in SOLine (UsrNSUnitCost) that is persisted to the db.  I have a custom unbound “total” field in the header (UsrTotalNSCost) to show the total for that field, computed as Qty * UsrNSUnitCost for all SO Lines on the order.My PXFormula compiles and does not have any runtime errors, but the field is zero even when there are SO Lines with amounts in the custom field.This is the DAC field for the SOOrder table:public sealed class AABSOOrderExt : PXCacheExtension<PX.Objects.SO.SOOrder>{ #region UsrTotalNSCost [PXDecimal] [PXUIField(DisplayName = "NS Total", Enabled = false)] public decimal? UsrTotalNSCost { get; set; } public abstract class usrTotalNSCost : PX.Data.BQL.BqlDecimal.Field<usrTotalNSCost> { } #endregion}This is the DAC field for the SOLine table:public sealed class AABSOLineExt : PXCacheExtension<PX.Objects.SO.SOLine>{ #region UsrNSUnitCost [PXDBDecimal] [PXDefault(TypeCode.Decimal, "0.00", Pers

Hello,  We use Acumatica to send the emails and SendGrid to design and track. The issue we have is that the unsubscribe feature doesn’t seem to work when the template is imported into Acumatica. Is there a way to fix this issue in either SendGrid or Acumatica? 

Can you change the status of a payroll check you accidentally voided?

...or perhaps I’m not using it properly. I’m experimenting with TimeStamp to understand Acumatica’s locking better.I’ve created the following code, a simple button call the press save.public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>{ public static bool IsActive() => true; public PXAction<SOOrder> CheatSave; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Cheat Save")] protected void cheatSave() { var a = Base.TimeStamp; Base.SelectTimeStamp(); var b = Base.TimeStamp; Base.Actions.PressSave(); }}The button appears on the main menu. When I go to an existing order, update the Description and press ‘CHEAT SAVE’ it works, the change is saved.If I go to an existing order, update the Description, then update the description in SQL (using update SOOrder set OrderDesc = 'Z' where OrderNbr = 'SO023847'), and press ‘CHEAT SAVE’ I get the following message. “Error: Another process has updated the 'SOOrder' record. Your changes will be

We have projects where we charge professional fees at an hourly rate and others that are billed on a flat rate basis.We are in the process of configuring an administration fee applicable to professional fees. For hourly rate projects we added an administration fee percentage directly in the billing rule calculation formula, and it works.On the other hand, we cannot do the same for fixed-price projects, the billing rule doesn’t allow access to the calculation formula. Is there another way to apply an administration fee to progress billing?

We have just upgraded from 2023R1 to 2024R1.When shipping an order in 2023R1 we followed this process while in the @Pack mode.Scan the Shipment Number Scan the Container Size Scan the barcode for each item Scan the Confirm Shipment The shipping label printed.In 2024R1 we are now having to use the following processScan the Shipment Number Scan the Container Size Scan the barcode for each item Scan Confirm Package Scan or click OK Scan the Confirm Shipment The shipping label printed.Is there a setting or way to bypass the Confirm Package and OK scans?While it only two extra steps it does add time and when shipping a large number of packages that time adds up and could lead to orders not being shipped in time.Thank you!

Hey folks,Question when going-live and transitioning to Acumatica.  I was testing a few scenarios where I have Shopify orders that are fulfilled/pending payment (not archived).  These orders will be associated to a legacy system order that was already shipped and invoiced.   On conversion we will bring over inventory/qoh and our GL balances, including any open AR.In my test I found the following:    It looks like it bring this order over with an open qty that needs to be fulfilled, the SO In ‘open’ status.  Since our beginning inventory and AR will already account for this, what is the protocol here to make sure we do not relieve inventory of another product (since it has already shipped in legacy). When the payment is received in Shopify it will close and ARCHIVE the order, however it does seem to still bring the payment in, but it brings it in as a prepayment (is this because the SO hasn’t ‘shipped’ in ACU?). What is the overall experience, should we specifically ‘skip’ these legacy

I listened to the Virtual launch event for 2024 R2 yesterday (10/2/24). I attended one of the breakout sessions and was informed that the other breakout sessions were being recorded and would be made available. How do I get those?

Hello,We are trying to identify stock items where the QTY available has changed since xx/xx/xxxx date.  This would be run periodically to support something they are attempting to do.  I thought InSiteStatus was the ticket, but they did an inventory receipt (it was released) and the date indicated did not change.  Any suggestions on how I can get the date the available QTY of a stock item has changed.   

I have imported transactions from multiple tenants. Unfortunately there are about 8 batches that are out of balance. I do not understand why they are out of balance. I would appreciate assistance on this: Does nayone have any ideas on this?

Is there a reason to use Movement Classes with ABC Codes when setting up inventory counts?  Or do you use one or the other? 

 Hi, What’s endpoint version for Acumatica 2024R2, is it 23.200.001 ?

What might be the purpose of having GL accounts on the Customer Class?  The fields aren’t required and seems redundant.   The posting class settings seem to override them anyway, and the options for posting class usage is limited to posting class, inventory item and warehouse.   

I need to print all subcontracts related to one project for an external auditor. I tried to enable mass actions into a generic inquiry to be able to print all sub contracts related to the specific projet. Unfortunately, it always print only the first sub contract. Even if I select all and select print all, there is only the first printing. I have over 200 subcontracts to print so going one by one is time consuming. Anyone can help me with this issue?  

Hello! Can a case be re-opened if its status is rejected? All of the actions are greyed out here because the case status is “reject.”   

Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan!Here is a little bit about Aleks:A quick backstory to me, I am 20, and my daughter turned 2 in April, safe to say I am a young dad. My fiancé and I are saving to buy a house and get married. We love walks in the countryside, beaches, and most adventurous out of all of those, cliff jumping.I started my first job out of sixth form, I believe this is the equivalent to the last two years before college/university for America, an apprenticeship with the company I work for back in October 2022. They had already been slowly bringing Acumatica in however we had not gone live yet. In April 2023, we went live and that is when my involvement with Acumatica started to skyrocket. I became the superuser for my department and organized and delivered training sessions for my team.Slowly over time, the scope of my involvement with Acumatica widened, becoming the m