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Is there a way to change the default project once the service order has been created? Sometimes the wrong project is selected and we need to update it for billing. Acumatica doesn’t seem to allow you to make any changes to the project once you have saved the service order.

Hello,I have a custom report to print a lable.  The physical label is being printed on a label printer.  The label is 4” wide by 6” tall.  I want to print the label landscape as the items on the label are wider than they are tall.I was hoping setting it to 4” wide and Landscape would accomplish this.  However, it does not. If I select portrait when printing, it prints the label information at the top of the label and does not turn the items 90 degrees to be properly aligned on the label.  Items are squished and use about half the physical label.If I select Landscape when printing, it does turn the items 90 degrees as desired, but does not expand out to use the entire label, it squishes it use about half of the physical label.  

I'm encountering an issue with the IMPORT SCENARIO feature in Acumatica where a hardcoded value (e.g., =CBool('false')) works correctly, but a formula (e.g., IIf( PMProject.IsCompleted = true, CBool('false'), CBool('true'))) fails to insert the record into the target object.Details:The import scenario is based on a generic inquiry resultset. The GI is based on a join between two objects (INLocation and PMProject). The target object is the warehouse summary and I am inserting records to the Locations → Location Table.Formula:IIf( PMProject.IsCompleted = true, CBool('false'), CBool('true'))Question:Has anyone else encountered this issue? If so, what was the solution? Are there any specific considerations or limitations when using formulas in IMPORT SCENARIO?

We recently came across an error when working in the Orders module. We have a Pop-Up note active for Customer A. When we create an SO order for Customer A, the Pop-Up note appears, passing along vital information. We also have a Pop-Up note configured for an Inventory ID - #5000.When Customer A is purchasing Inventory ID #5000, it attempts to pull up and show both Pop-Up notes simultaneously. This is giving an “error”, which keeps the user from viewing either note. Is there a way to have both notes show?The scenario more specifically this occurs with, is when you are converting a Quote to an SO using the “Copy Order” button. 

Why do Employees show as "the user is not active" but the Active check box is selected? How do I correct this?   

I realyl appreciate for any explanation in detail for this question. May i know what is the main function of the branch that we select on summary when doing data entry for Journal Transactions, where it will affect ? on the report part ? the rest i know like approval it may go the workgoup which assign to that branch, but for other purposes of selecting branch ? my concern was on reporting part. if anybody can explain in detail on other part also i appreciated very much.I mean as per below screenshot, Branch section . 

We just noticed our salespersons can change the customer credit limit and the amount of a customer bill that can be written off.  The salepsersons are not admins.  What security rights can I change so salepersons cannot do these two things?

We are trying to implement Acumatica (Construction) and we would like to have 2 allocation rules 1) for fixed price projects where COGs and Revenue is recognized as a % of completion and 2) an Allocation Rule where costs, including overhead, accumulate in WIP until the project is invoiced.We are 99% there with the fixed price, but for time and material, the Allocation Rule is crediting the overhead expense for the correct amount, but is showing a negative expense balance on the project.  The GL accounting is correct, but the project accounting is not.  Any help on modifying the allocation rule would be appreciated. 

I need to clarify a few points regarding the modification of an existing Bill:Is it possible to update the VendorRef field in an existing Bill? Is it possible to update the ‘Approved for payment’ checkbox in the Financials tab of an existing Bill? Can we change the status of an existing Bill via a REST request? The initial status may vary; what restrictions could there be ?

I have a question why it is not displaying the data of RefNBR

i am able to create check before one month but now i cant able to create checki have posted this data {"CuryOrigDocAmt":{"value":0},"CashAccount":{"value":"10060"},"Type":{"value":"Check"},"Vendor":{"value":"V001097"},"CurrencyID":{"value":"USD"},"Hold":{"value":false},"PaymentAmount":{"value":10.19},"PaymentMethod":{"value":"CREDITCARD"},"Details":[{"CashAccount":{"value":"10060"},"PostPeriod":{"value":"102024"},"BranchID":{"value":null},"InventoryID":{"value":null},"OrderQty":{"value":0},"WarehouseID":{"value":null},"AmountPaid":{"value":10.19},"Balance":{"value":10.19},"CashDiscountBalance":{"value":null},"DocType":{"value":"Bill"},"ReferenceNbr":{"value":"001301"}}],"PostPeriod":{"value":"102024"}}and my endpoint https://localhost//entity/acumaticalocal/1.0.3/Check

Hi I have a custom checkbox created in the Stock Items screen under the manufacturing screen, when this is checked I need the "Allow Preassigning Lot/Serial Numbers" to be automatically checked as well in the Production Order Maintenance screen. My code works but when the event handler is triggered it clears out the other header fields such as the Inventory ID. How can I fix this?Custom Checkbox FieldEvent Handler to be Applied to this Checkboxusing PX.Objects.Common.Scopes;using PX.Objects.PM;using IQtyAllocated = PX.Objects.IN.Overrides.INDocumentRelease.IQtyAllocated;using LocationStatus = PX.Objects.IN.Overrides.INDocumentRelease.LocationStatus;using LotSerialStatus = PX.Objects.IN.Overrides.INDocumentRelease.LotSerialStatus;using SiteLotSerial = PX.Objects.IN.Overrides.INDocumentRelease.SiteLotSerial;using SiteStatus = PX.Objects.IN.Overrides.INDocumentRelease.SiteStatus;using System;using PX.Data;using PX.Objects.IN;using PX.Objects.CS;using System.Collections;using System.Collec

We are going live with Acumatica and in the process of loading Closed Invoices for Historical Data load.We have migration mode ON. All our financial periods are closed and only 10-2024 is Open.When we import Jan-24 invoices, Post Period is defaulted to 01-2024 and the import scenario throws error that The 01-2024 financial period is closed. We hard coded post period in the Import Scenario to 10-2024 and still the same error. Acumatica is defaulting Post period to be same as Invoice Date. Are we missing a setting? We do not want to Open the financial periods.  

I would like the value to display as a currency with 0 decimal places and comma separators.However, when I used a formula like CInt(x), it still showed 1,111.00, so I would like it displayed as 1,111. I also created a new field decimal type (19,0) and selected it in the schema field, it still showed the same like1,111.00. Is there any suggestion? Thanks!

I am trying to update my references from Acumatica endpoint version 20.200.001 to 22.200.001 because only the later version contains mappings for Invoice line detail field Tax Category.Current ReferenceBut when I update these references to Acumatica.Default_22.200.001 (updated all versions to latest version 5.3) I get this error for the namespace using Acumatica.Auth.Api; which worked perfectly fine before.Reference ErrorError CS0234 The type or namespace name 'Auth' does not exist in the namespace 'Acumatica' (are you missing an assembly reference?) SkillInvestAPIIntegration C:\PROJECTS\MYOB\SkillInvest\CODE NOT MODIFIED\SkillInvestAPIIntegration\SkillInvestAPIIntegration\SkillInvestAPIIntegration\Rep\MYOBFunctions.cs 1 ActiveCould I please get some assistance on this, thank you!

I have a GI that connects InventoryItem to NoteDoc and then to UploadFile.  I would like to display the attached image in the generic inquiry so that it can be used on the mobile app.  Is there any way to do this?

Hi,In the Sales Orders screen, a client is wanting to search for a customer in the Customer box using the Ext Ref Nbr as well as the Customer ID, as they have migrated some customer data across from another system which could be looked up via both an ID and a reference number.I have added the Ext Ref Nbr column to the selector, as shown below, but I am unsure how to include this column in the filtering function.The code below is how I attempted to do it, but this just made the Customer selector return no results at all when you first click on the magnifying glass icon of the selector.Do you have any recommendations for how I could implement this?Let me know if I can provide any other information.Kind regards,Andrew [PXDefault][Customer( typeof(Search<BAccountR.bAccountID Where2< Where<BAccountR.acctCD, Like<Current<SOOrder.customerID>>, // Search by Customer ID Or<BAccountR.acctName, Like<Current<SOOrder.customerID>>,

How can i convert a report into GI. “Inventory Analysis”1. That Report Contains Subreport2. These Fields were displayed in the reportSubreport Contains parameter - InventoryItem.InventoryCD Please help, Thanks in Advance

An employee has a checking and savings account that is split with a regular paycheck. He received a bonus and wants the full amount to go into his checking account only. Is this possible without changing the payroll settings?

Some of my technicians have complained of some differing amounts from the Service Order to the Appointment, and it has boiled down to taxes. I’ve seen it pop up a few times, and its always a Special Tax issue.The  address was validated at the Customer level, and not overridden on either the Service Order or Appointment.Has anyone experienced this issue? Appointment, with the extra line of taxesService Order, lacking the extra tax Acumatica 2022R2 Build 23.212.0024

Hi Everyone,Can you please help me to resolve the below issue?  

Hello Team,I Got Some Error during customization on Acumatica 2024 R1, the codes works fine on Acumatica 2021 R2, but when upgrading to Acumatica 2024 R1 it throw error A data corruption state has been detected here simple customization code. protected virtual void _(Events.FieldUpdated<RQRequisition,RQRequisition.vendorID> e){ if (e.NewValue != null) { int? vendorID = Convert.ToInt16(e.NewValue); foreach (var line in Base.Lines.Cache.Cached.RowCast<RQRequisitionLine>()) { var vendorPrice = GetVendorPrice(vendorID, line.InventoryID, line.SiteID, line.PromisedDate); decimal lastPrice = vendorPrice == null ? 0m : vendorPrice.SalesPrice ?? 0m; Base.Lines.Cache.SetValueExt<RQRequisitionLine.curyEstUnitCost>(line, lastPrice); Base.Lines.Cache.RaiseExceptionHandling<RQRequisitionLine.curyEstUnitCost>(line, null, null); } }} 

Hi,I would like to ask for some insight on this API request error, if there is any available work around or fix. Create Bill causes error Subaccount cannot be empty. Inserting  'AP Transactions' record raised at least one error. Please review the errors. Customization: noneversion 23R1endpoint: Default/18.200.001{    "message": "An error has occurred.",    "exceptionMessage": "Bill.Details[0].Account: Account is inactive.\nBill.Details[0].Subaccount: 'Subaccount' cannot be empty.\nInserting  'AP Transactions' record raised at least one error. Please review the errors.",    "exceptionType": "PX.Api.ContractBased.OutcomeEntityHasErrorsException",    "stackTrace": "   at PX.Api.ContractBased.EntityService.GetOperationResult(EntityImpl entity, EntityExportContextBuilder entityExportContextBuilder, PXSYTable exportedKeys, PXOuterException contextError, Boolean throwOnError, Boolean addCancelCommand) in C:\\build\\code_repo\\NetTools\\PX.Api.ContractBased\\EntityService.cs:line 724\r\n   at

Hello Acumatica Community,  Hope all is well. Has anyone had any luck receiving in non-stock items that require receipt through WMS? I’m using Receive and Put Away. I get that non-stock items are not tracked in inventory and there is no inventory controls but the receiving part should still be allowed to tell the AP department to bill for the item being received in.  Thank you

Hi guys I am trying to make a report based on today’date, payment method and status open. This is going to be on payment screen. Any one please guide me with any reference. When we select these fields in parameters It should return all the payments with customers in report. It will have customer relation with payemtns . Any one please guide me on how to start