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Hello,Is there a way via a customization to have a pop up confirmation window display when a user clicks the “Complete” button on the task screen?Thanks,Tyler

Hi Everyone,I am working on building a process screen that will allow us to update our customer-salesperson assignments easily. This information is stored in the CustSalesPeople table/DAC and has not been customized (according to the DAC schema). For some reason, I am able to delete the records that I need to, but I am unable to insert any new rows. I have tried both the Insert() and Update() methods, but neither seems to be working.I have verified that both AllowDelete and AllowInsert are true. The variable “graph” below is an instance of CustomerMaint.My deleting logic looks like this://Delete all the entries of CustSalesPeople for that customer PXResultset<CustSalesPeople> existingRecords = PXSelect<CustSalesPeople,     Where<CustSalesPeople.bAccountID, Equal<Required<CustSalesPeople.bAccountID>>>>     .Select(graph, accountToUpdate.BAccountID);      foreach (CustSalesPeople record in existingRecords)      {      graph.Caches<CustSalesPeople>().De

I am trying to figure out why the ‘Outstanding balance’ line is printing rather than =$InvcAmt00 and =$Balance00. this has not been altered since we adopted ACU so I am unsure why it is behaving strangely with a specific check. does anyone have some information on what it is looking at for that visibility expression line in the title?

Hi Everyone,I am trying to make the credit limit amount in the customer profile a condition in a business event set in the SO screen, is there a way to access tap the credit limit amount when setting up the business event? Also the credit limit amount figure is not actually showing up in the email template, am I doing something wrong here?Kind regards,Mrivera67

Can anyone provide the qualifications / requirements to be part of the Always Current update program?  We want to join the program.  If we qualifty, how do we join the program? 

Is there a way to generate alerts using low-code? For example, if an item on SO Line is being sold for less than the cost of the item? 

This is a request to Acumatica WIKI/Acumatica Help document  team to update the help details for the field - Purchase Receipts - Editable Unit Cost Field.In addition to the existing help details, the Editable Unit Cost checkbox functionality is also controlled by the Vendors - > Purchase Settings → “Allow AP Bill Before Receipt” check box.If the “Allow AP Bill Before Receipt” is Selected for the Vendor, the Purchase Receipt → Editable Unit Cost check box is NOT selected If the “Allow AP Bill Before Receipt”is NOT Selected for the Vendor the Purchase Receipt → Editable Unit Cost check box is NOT selectedExisting help for Purchase receipts - > Editable Unit Cost  

Hello,Long story short, I have certain items that have zero quantity, but are still showing a cost both on our inventory reports, and the GL.  This is from the Historical Inventory Valuation report - in aggregate, it balances to the GL.  There aren’t any other issues with Warehouse/Branch/etc - it all relates to the costs not clearing properly.Here we can see where it starts.  We receive 7 of this particular item for $85.11, but when it’s sold, it’s relieved from inventory for $81.81, leaving the $3.30 with 0 qty.The next month we can see that $3.30 carries through. Looking at the Inventory Transaction Details, the purchase in August matches the Inventory report, but it shows an ending unit cost of $8.31, vs the $8.86 (53.16/6) unit cost on the reportThis is just a single example that’s easy to see on an item that goes to 0 and up again, but it’s pervasive across our inventory IDs.Certainly not impressed that our inventory reports aren’t reliable and the system is messing around with o

I have a site where this field is disabled, and therefore the user cannot enter the cost in the purchase receipt screen. But I cannot turn it back on and don’t know which settings/feature governs it. The in product help doesn’t mention about it either.

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. Aleks Iwan - Acumatica Community Featured Member for September 2024Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan! What you may have missed in the Acumatica Community! August, 2024 Hot Tips, Known Issues and BlogsConnectors | Earl

Hi: Does anyone know how to filter the dunning letters by companies?

Just started using native WMS functionality and starting to work PIs into the mix.  I am noticing when I can a PI and count a item, it is marking all lines in the PI as entered, even if I did not scan those locations and inventory IDs.  IS there a setting somewhere I am missing.  My assumption was that if I did not scan a location/tag, it would not count as entered.

Team,Just wanted to share some insights on the “Earliest Order Date” that is available in almost of the Connectors from Acumatica. This configuration tells the Connector, the date from which the orders should be brought into Acumatica from the external system and vice versa. Introduction of this configuration helps to define the cutoff date when your Connector goes live. When Acumatica goes through upgrade / any system restarts, it suggested this date is reset to the current date, so Connector does not go and get the old orders once again into Acumatica. This is a point that should be added in your go live checklist for Acumatica upgrades.  By ensuring this date is set correctly before upgrade live, you can avoid lots of old order data hitting your Acumatica and causing sync failures.

Hello Community,As per the screen shots below our invoices contain the Order Nbr field under the “Details” section but when I try to add this field to my Export Scenario it is not available to select?   Any idea how I can add this field?  Thanks,Mark Invoice includes Order Nbr field.Export Scenario - no option to add Order Nbr field.

Hi, All I am trying to trigger event that is to send email when ever udf is updated with new value. The UDF is in the Customer screen as shown below. I have already created a business event and email notifications and I tried adding UDF with API but still no emails. Is this generic Inquiry Relation issue or something else?   

Hello Community, I am working on the code below to generate a Shipment transfer and actually had a few issues. Anything look odd below that I can improve to get past these 2 issues? Note that some of the variables used are generated outside this block of code. The error generates on the “shipment.save.press()” according to my traces. Although I create the same transfer shipment the same way through the front end. Receiving error “CS Error: The document cannot be saved because the Shipping Address (Shipment Address) field in the database record that corresponds to this document is corrupted. Please try to save the document again. In case the issue remains, contact your Acumatica support provider for the assistance.” When saving in a custom processing screen.  Cannot seem to get multiple transfer SOs added to the transfer shipment through the code.  trShipment = new SOShipment() { ShipmentType = "T", Site

how to access this for generic inquiry

We have configured the project and payables settings so that the project and task segments are pulled into the sub account of any expense.However when creating the PO and adding a line with an item and project, the subaccount does not contain the project elements.  The same goes with the receipt created from the PO and the AP Bill.  They just use the same segment as the PO.It appears that the PO uses the subaccount definition from the Item.  But this definition does not include any project definition. Thanks James  

Hi - I’m getting ‘server response does not contain ssh protocol identification’ error when exporting file to SFTP server From Acumatica File Maintenance screen. I was able to send file yesterday without any issue. Nothing changed in the SFTP server,   

I have a customized workflow set up on SOOrderEntry and after doing work on a customization on that graph and DAC in another customization, the SO Order Entry screen crashes. If I unpublish the workflow customization project, no crash.I seem to recall a time when there was a coloured band across the top of the screen I could turn on to help debug workflows but I can’t seem to locate that now.The workflow customization was done all through the screen editor and not through coding so Visual Studio isn’t being of much help.I’d rather get the customization project running than to change course from my todo list and write it up in code.How do I debug a workflow error?

We want to be able to restrict selling certain item classes based on the customer class.  I have been trying to do this via row restrictions, but am not finding a way to set this up.  Anyone ever try this sort of restriction?  Thank you.

Working on using replenishment.  However the message references a screen we don’t have access too.  I believe that module was turned off in enable/disable, but Inventory Planning Should still work.  Is this just a bug?    

Hello all,I have been trying to get the billed qty rounded up by .10. How can I get the billable qty rounded up till this value?So lets say even if my billable qty is 50.30 it should get rounded up till 50.10 Thanks in advance.

Good day, We are currently using not all the futures in Acumatica and planning in the next couple of months to implement the Manufacturing module. Did anybody else ever tried to Invoice before shipment?Our company is invoicing the day after the product is produced and before it goes to our sister company to Powdercoat the product. The next day the client will be fully invoiced, the product will be then come back to our main company to be dispatched or fitted after its finished the next product step. Then the system can be marked for shipment. We are fully invoice it so not making a pro forma invoice because this doesn't show all the data on the journals/P&L. Issue we facing is with the ERP is that you can't invoice before shipment only after you marked it for shipment and in our case that isn't how our company is operating.Does anybody have any suggestion how we can solve this before we go live with the next phase

I have a custom selector created in the sales order line as below, which is a selector that filters the values from a custom table based on the UOM selected on the sales order line. (UOM selected filters the corresponding matching WeightUOM field in the custom table and displays selector values)[PXDBString(500, IsUnicode = true)] [PXSelector( typeof(Search<MWTPackagingOptions.packageDescription>), typeof(MWTPackagingOptions.packageDescription), typeof(MWTPackagingOptions.weightUOM), DescriptionField = typeof(MWTPackagingOptions.packageDescription) )] [PXRestrictor( typeof(Where<MWTPackagingOptions.weightUOM, Equal<Current<SOLine.uOM>>>), "The selected packaging option is not valid for the UOM on this sales order line." )] [PXUIField(DisplayName = "Package Type")]This works but if I update the UOM how can I ensure the selector is automatically refresh