Discussion Forums

Can approval processes be created for Opening a new Vendor or new Customer account?

Hey there! I am curious on if any roles are needed besides the “Admin" role for a system administrator to be able to do literally anything/everthing in the system. I see there are a ton of other administrative roles and wanted clarity on if any of these should be combined with the Administrator role. I have been assigning each admin user every single administrative role, but I feel like that is unnecessary and pointless. Thanks!

We are trying to generate Purchase Orders from a Sales Order using the Create Purchase Order form.  The issue we are encountering is the customer from the Sales Order is the same as the Vendor for the purchase orders.  Yes, need to buy items from our customer to create a complete package.  System won’t let us select the Vendor in the Create Purchase Order form since its the same as the Customer field from the linked Sales Order.Also is there a way to unlink the customer and vendor?

Hello all,I would like to know your suggestions/solutions on how one can resist the corrected time entries to not be included in the AR Project Billing. So as of now if anyone releases a time card, a project transaction is created. But lets say if I need to decrease the time spent on that time card, so I would be required to make a correction in that time card → it’ll create a project transactions & when I would run the Project Billing, the negative adjusted amount would also be displayed on the AR project Invoice. How can I remove this negative qty?

Is it possible to notify a user with an on screen message when a business event’s condition is met? The use case is to display a message to the warehouse receiver when receiving an item that has a attribute set for special storage conditions such as Allergen, SDS, COA.

Hello,    Irina previously shared a trick to get the current finperiod as default in GI.  This worked fine in 2020R2, but it does not work in 2021R2.  Normally, we just only want the current period data.The below trick is working. If someone has better solution, please also share. Thanks. Although it shows 06-2022 in screen, it actually stores as 202206 in DB, so I am using the below formula to calculate current fin period.=IIf( Month( Today())>9, Concat( CStr( Year( Today())),CStr( Month( Today()))),  Concat( CStr( Year( Today())),'0',CStr( Month( Today()))))And then put it in GI conditions. 

I have a strange issue today. In my report, I am trying to create a parameter to select a specific salesman. I have joined the salesperson table to my service order table and have the following filter set SalesPerson.SalesPersonCD  Equal @Salesman  Or@Salesman IsNull My parameter is setup as follows When I set a default value to the salesman parameter and then click preview, it works as it should and there are no errors. However, when I save to server and run the report, it gives me the following error:I don’t understand, the parameter selector is the exact same syntax as what it is filtering the report by. I have never had this error before. I understand how to fix it when there are issues translating from string to datetime or string to int for example, but I have never had an issue going string to uniqueidentifier. I didn’t even realize those were separate syntaxes to be honest. 

Hi! I have read through topics below and am still having issue with inserting link for an email template I created. How to add a link to the email template | Community (acumatica.com)Dynamic link for Task email template | Community (acumatica.com) I want this link to be able to navigate back to an Acumatica Screen. This is what I have in the template: ((GeneralInfo.notificationSiteUrl))/Main?ScreenId=EP301000&ExpenseClaim.RefNbr=((ExpenseClaim.RefNbr))This is what it looks like when the email is sent: I have also tried copy and pasting the URL into the template, but even though the RefNbr would change each time, when you click on the link, it always takes you back to the claim screen where the I copied the URL.Any ideas on how to fix this link?Thanks!

I have a custom button on a grid and want it to be enabled only for certain rows.Therefore I implment the RowSelected event and use SetDisabled(false).That seems to have no effect. Pressing the button after selecting a row where the action should be disabled is still possible but causes an error message saying the button is disabled.What do I have to do to get the button shown correctly as disabled? Some Code:ASPX:<asp:Content ID="cont1" ContentPlaceHolderID="phDS" Runat="Server">    <px:PXDataSource ID="ds" runat="server" … >        <CallbackCommands>                     <px:PXDSCallbackCommand Name="Discard" DependOnGrid="grid" ><asp:Content ID="cont2" ContentPlaceHolderID="phL" runat="Server" RepaintOnDemand="false">    <px:PXGrid ID="grid" runat="server" DataSourceID="ds" SkinID="Details" >…       <ActionBar >            <CustomItems>                <px:PXToolBarButton Text="Discard">                    <AutoCallBack Command=

I am trying looking for best practices in managing print jobs through devicehub. I’ll give a specific example that hopefully explains why and what I’m looking for.I ran into a situation where I have several print jobs listed as “Pending”.  I expected that list to help me catch print tickets that didn’t print.  However, I discovered that those Pending jobs were for Pick Tickets that were indeed printed (manually I assume).  If I make that assumption and print the “pending” jobs, I will end up possibly shipping orders twice.I set up a schedule for Pick Tickets to print every 10 minutes.  Some users manually print their pick tickets. I understand that if a user prints a job seconds after the schedule runs, we will end up with 2 printed pick tickets.If a user prints a ticket before the schedule runs, no print job is created.  If a print job fails or is pending, then the user prints it manually, the pending jobs obviously do not changed to “Processed”.Just FYI -- We also had to limit manual

I have an AP employee who is trying to use the Additional Remittance Form and it seems regardless of Cash account, Payment method of other fields entered it always prints out a blank page when the report is run. I have not been able to get it to print anything but the AP employee says that it prints out what they want at least 50% of the time. does anyone have experience with this issue or know what might be causing the problem?

We have a report where we concatenate the InventoryID and the Description fields.Is there a way to bold the InventoryID while leaving the Description portion of the string normal/Thank you!

Hi,We have a client that wants to import A/R Invoices and Payments into Acumatica using files that have pipe delimited txt, csv, txt, or dat extensions and also export data from Acumatica using the same file extensions. Is this possible? Any help or reference guides would be great.Thanks,Frances   

This new feature is a very useful one.  I assumed that it might take into account the corresponding vendor price breaks for different volumes but now I am not so sure.  The documentation does not mention this.I suppose that it would mean that the estimate pricing process would need to do an MRP look up, but anything is possible.  Also vendor pricing of materials by volume is one of the key factors in unit cost changes by volume.Does it ?ThanksJames  

I have an inquiry that shows all Bills who need to have the Pay by Line box checked (next I am doing Invoices and Memos). I have a business event that triggers off an import scenario every time a new qualifying record is created. Below is my import, it shows that it runs successfully in the event history, but the PAY BY LINE box is never checked like I need. Anyone know what I may be missing??? I have tried setting the checkbox value to:=’1’=1=’True’=True Nothing seems to stick. The history says it accessed the proper document, but nothing is ever changed. Thanks for the help!

I’m planning to make the SOOrder.ShipVia field required and want to add an error message to help our employees.I have found a couple of examples but am working with this right now:namespace PX.Objects.SO{ public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry> { #region Event Handlers protected void SOOrder_ShipVia_FieldVerifying(PXCache cache, PXFieldVerifyingEventArgs e) { var row = (SOOrder)e.Row; if(row == null) { string errorMsg = "Ship Via Cannot be Empty"; throw new PXSetPropertyException(errorMsg, PXErrorLevel.Warning); } } #endregionNot being a programmer, I’m sure there is something simple missing, but I would appriciate the help.  

Hi! What would cause emails to be stuck in Email Pending Processing Screen?I am using expense approval email template to automatically send email to approvers that there is an expense pending approval. Some emails go out fine, but some remain in the Emails Pending Processing screen. When I hit the ‘Process” button, no error is given, and email goes out perfectly. But is there a way for email notification to send out automatically without having to hit “process”?

Hello,Can someone please help me with a null formula in my GI. If my customer reference number field is NOT blank, I would like it to have Blue or Blue Font. Here is what I came up with: =IIf( [SOOrder.CustomerRefNbr] <>' ' , 'blue40', default) The result is everything is blue.  

Apparently you can Void an AP or Quick Check that has already been marked as cleared and/or reconciled in the system.  I put a ticket in with the Acumatica support and was advised to put in an idea for product change.  Has anyone else found this and addressed this issue?

I am trying to create a Selector Type Attribute, to use in a User Defined Field, in Cases.  The purpose is to select from a list of sold Serialized Items to track cases for warranty.  Any ideas?  I have tried various tables, but none provides a resulting list of serialized items.Thank you

Is there a Sales Order type which is not considered in inventory replenishment even the items has replenishment parameter's defined.If there isn't any order type like that then what would be the best way to neglect item from replenishment for certain orders and consider the same item in replenishment for the normal sales order.The purpose is to sell the damaged goods returned from some customer to other customers who are willing to buy it, but these orders should not be considered in replenishment.

I have to do a customization in the production order maintenance screen where in the line details tab there is a generate button to create the line in sequence 000001 and so on.But I want to change it to grab the production number for example (PP000004) and the lot/serial number generated is PP000004-000001, PP000004-000002, PP000004-000003 and so on till the quantity to generate is satisfied. How to achieve this via customization? The generate button needs to be extended to change the Lot/ Serial number, any help would be appreciated! Thank you!

Hi,i wonder if there is a documentation for the API the ReportDesigner uses to query, download and upload reports to an instance?We would like to create a tool to sync a local directory of reports with an instance. Instead of doing them one by one with ReportDesigner.RegardsPascal

When I go to close a production order I sometimes get an error that says there are open transactions that need to be released before the production order can be closed. This all makes sense but I find it very difficult to pin point which transaction (materials, labor, or move) isn’t released. In most cases it’s a second materials transaction that someone forgot they started and created a new one. Unfortunately the unreleased transactions do not show up on the events page of the production order (which also makes sense). How else can I track down what transaction is holding up the closing process?Thank you!

Hi, We want to disable print option on sales order  whenever it is in pending approval or open status.In our scenario we want to disable to print forms. I have tried solution advised in below link but it work only disabling one print option and not both. When I tries adding second condition first print option is not visible instated of getting disable.  Customization project for first print form:  Customization project for second print form: