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RequirementAfter clicking "Prepare Invoice" on the Shipments screen, I need to recalculate the invoice line items to match the actual quantity for the credit card charge. For instance, if the Sales Order (SO) has a quantity of 10 but only 2 have been shipped, the credit card fee should be based on the 2 quantities instead of the original 10. This involves two steps:Recalculate the invoice line items and update the document total accordingly. Once the recalculation is complete and the document is ready, programmatically trigger the capture button on the Applications tab.I’m currently using the ARInvoice_RowPersisting event in the SOInvoiceEntry graph. While the recalculation works well, I’m struggling to find the right place to invoke the capture button. Whenever I attempt this, I encounter an Acuminator warning, and in some cases, it leads to an infinite loop or stack overflow exception.I would appreciate your assistance.CODE /// <summary>         /// AR Invoice row persisting e

Hi everyone,I created a new customised processing screen based on the logic of the SO505000: a filter provides a list of actions; when the user selects one of them, the invoices affected by that action are displayed in a grid below. Finally, a dedicated method is invoked, depending on the action chosen, when the user clicks on the ‘Process’ button.This works very well, but I've run into a problem: on a local instance, the processing dialog appears every time the ‘Process’ button is pressed, and this is the expected behaviour  However, on a remote instance (saas), the process dialog appears just once, on the first execution after publishing. Thereafter, it doesn’t appear anymore even if the process is actually executed. I don't see wha's wrong... Below, the DAC used to describe the filter :public class ARInvoiceEIprocessFilter : IBqlTable{    #region Action    [PXUIField(DisplayName = "Action")]    [PXDefault(ARInvoiceEIProcess.DefaultValue)]    [PXStringList(        new string[] { ARIn

HiI need help because i want to view my RefNbr on my GLTran base on my module   but when i click this it is not getting the record of the refnbr

We have few attributes with multi-select control type.AttributeHowever, when multiple values are selected, the values are concatenated in the database. Below is a database snapshot: Db snapshotWe have a GI that is using this attribute as a parameter. We would like to filter based on individual attribute and not look for a specific combination. It doesn’t work right now as it keeps looking for a specific combination of attributes  Is there a way to store this differently in the database or a way to separate them?

I don’t understand why a change order we have in ‘Canceled’ status would contribute to the ‘Potential CO Amount’ in Project Balances.  We canceled it so that we had the history of what we originally priced, so it is worth while to keep the data around (rather than deleting), but it shouldn’t contribute to ‘Potential’.  Is there a good reason for this that I'm not understanding? 

In the Invoices Form, Tax Details tab there can be instances where 2 taxes are applied as below.We need to get both these tax values to the report. I have used this join for that purpose.But this join takes only one tax ID to the report and the detail lines end up getting duplicated. How can I avoid this issue?

I need to limit Requests view so employees can see their own Requests or those of employees in their department (field on Request). I can easily limit users to their own requests using RQRequests.CreatedByID = @Me in the GI condition. But I need the equivalent of “Or RQRequests.DepartmentID = @Me” . Problem is, @Me doesn’t work for DepartmentID field. Does anyone know how I can accomplish this?

Hi,I’m having trouble with one of my projects.I created a screen linked to a table I made. When I select my client through the selector, the client’s data is displayed in the designated fields. However, when I try to add new data by pressing the "+", I encounter a problem: the default client ID is set to -2147483647. When I enter information into the form and save, two rows are created in the table—one with a new ID but empty fields, and another with the values I entered into the form. 

The QTY on hand shows 0, Available QTY is 5 and available for shipping read 0 also, what is might be the course of this difference

Hi,I'm encountering an issue with Manufacturing Backflush. I have a production order where all the component materials are set to backflush. The problem is that, despite having sufficient stock in the warehouse, the system is throwing an "out of stock" error during the move transaction. There’s plenty of inventory in the system, but it’s not being recognized during the move. Is there a specific logic that the system follows when selecting a location for backflushing? I’ve noticed that when there is stock in the location defined in the production header, the error doesn’t occur.  I believe the system should check all the locations within the warehouse that are set to "production allowed.

Hello Community, I am at work on creating a custom processing screen that creates sales order of the transfer type. This part works correctly but after I save the transfer SO, I’d like to also print the sales order for that transfer SO. I’ve gone through a few iterations of the code, but currently trying to call “PrintSalesOrder” on my SOOrderEntry graph below.  order = transferEntry.Document.Insert(order); PXTrace.WriteInformation("2.1: Line Item Population"); PXTrace.WriteInformation(s.InventoryID.ToString()); PXTrace.WriteInformation(sExt.UsrSerialNbr); transferEntry.Transactions.Insert(line); transferEntry.splits.Current.LotSerialNbr = sExt.UsrSerialNbr; transferEntry.splits.Current.IsAllocated = true; PXTrace.WriteInformation("4: Saving transfer"); transferEntry.Transactions.Cache.Update(transferEntry); transferEntry.Actions.PressSave(); PXTrace.WriteInformation("4: Saving transfer: " + transferEntry.Document.Current.OrderNbr); PXSelectBase<SOOrder> cmdTransfer = new PXS

Hello,we are receiving a pdf of 2 pages from external application, so we would like to import only first page of it, so we are trying to use itext sharp to achieve this. we added reference using Nuget manger, we are getting below error when we trying to process it. Could not load file or assembly 'itextsharp, Version=5.5.13.4, Culture=neutral, PublicKeyToken=8354ae6d2174ddca' or one of its dependencies. The system cannot find the file specified.Please have a look at below code.using (MemoryStream memoryStream = new MemoryStream(data)){    PdfReader reader = new PdfReader(memoryStream);    using (MemoryStream outputStream = new MemoryStream())    {        Document document = new Document(reader.GetPageSizeWithRotation(1));        PdfCopy writer = new PdfCopy(document, outputStream);        document.Open();        PdfImportedPage page = writer.GetImportedPage(reader, 1);        writer.AddPage(page);        document.Close();                PX.SM.FileInfo info = new PX.SM.FileInfo("file.pd

Hi~I am tiring to customized Account Summary GL4010000 to excluded Branch information.My final purpose is grouping Account in that screen to see totals include every branch.Is it possible to realize it by my customization? or how can I change the hierarchy for Company/Branch into Company and Branch in the filter?Thanks!!!!

Hi All,We would like to display an error to the user if the Project Budget exceeds while adding the details in Purchase Order and stop them from removing it from hold.Acumatica does some calculation on page load and displays a warning when the budget is exceeded as shown below: This is the budget in the project: For the Project, Project Task, Cost Code and Account Group combination, the budget in project is 1500 but in PO is 1501, so it is displaying the warning message.There are other logic as well which I do not know yet and it is complex if I have to replicate the logic.My job is to see if the budget is exceeded or not if it is exceeding, I need to give a message to user and stop from proceeding further.Things I have tried:Tried to implement the logic by myself but I am missing certain scenarios like the line item in PO can be marked as closed/cancelled, so they need to be treated differently. Catch the warning and show it as an error but the warning message is inconsistent. There a

We are aware the leader boards are not presenting properly. The numbers are still accurate. For now the employee board has been disabled. A case has been opened with Gainsight support to resolve. I'll reply here when resolved. 

Hi All.  We are looking for a way to close refunds that remain open with an irrelevant balance on them. There is an option to Write Off invoices or memos, but not for refunds. Is there a way to add that option to refunds?Thanks, 

Is there a Business Event Notification option when a specific item is purchased? I have tried setting up an event but Item ID is not in any of the fields. Is there a way to add this as a field to track? Also, how do I attach the purchase order to the email notification? Reason: certain items require special handling and other departments need to be aware of the purchase when it takes place. 

Hello all,I am new to Acumatica. What is the recommended approach for bulk importing of data from external timekeeping systems into the Payroll module?Specifically, my company is a franchisee of QSRs and the majority of our timekeeping is performed at the restaurant level through our POS system. We can currently get the data exported from our system either as a CSV or JSON formats. My question is, what is the recommended approach for importing such data into Acumatica’s payroll module for processing? We do not plan on using the Timekeeping features of Acumatica at our restaurants and entering the data manually is entirely impractical given the number of employees, so neither of these options will work. The system does not seem to expose a Web Service endpoint that could be used, nor did I see an “Import Scenario” that would be appropriate for bulk import. Any suggestions?Thanks!

I am using Acumatica 24R1 and using 'default' endpoint version '23.200.001' entity 'Customer' using Bearer token authentication using jQuery ajax method, getting error 'request has been blocked by CORS policy', Same I have tried with postman and MVC C# application it is workingwith the following payloadgrant_type:passwrd scope:api username:xx Password:XX Client_ID:xxxxxxx client_secret:xxxxxandURL:{{AcumaticaInstance}}/identity/connect/token Type:POSTget the Bearer token in response and pass the token in below GET request to get the dataURL:{{AcumaticaInstance}}/entity/default/23.200.001/Customer Type:GETWhen I tried this process with postman or MVC application using C#, above both API calling is workingWhen I tried this process whiling using jQuery ajax method getting error 'request been blocked by CORS policy'

I have setup a business event to trigger by schedule, but in the Automation Schedules list it is NOT check marked under “Status” and I cannot figure out why the business event is not executing at all.Does anyone have any suggestions as to why this is NOT working?  

Mistakes were made when item classes were set up and some Stock Items were created as Model Equipment that should be Parts and vice versa. I know the setting is read only on the inventory item, but it doesn’t look like correcting the setting on the item class solves the problem either. Any ideas on how to correct this for existing stock items?

We create service orders and sales orders (type of SO), which then get invoiced from there.  We also create RC Sales Orders for Credit Memos, which are created in the SO workspace.  The invoices, once released, go into Receivables, but they bypass the Receivables approval process.We need approvals on all invoices and credit memos, not just the ones that are created directly in the Receivables workspace, and approvals are not available for SO invoices and CM’s.  Is there a way to put this in place?

can we generate a GI that includes all transactions with reason codes? We need to see all inventory adjustments and their associated reason codes, as well as write-offs and the reason codes used for them. Thank you!

Hi, quick questionI noticed an Project Allocation was done twice in August….. I tired to reverse 1 Allocation and it reversed in Sept……. How do i reverse a reversal to get it in same month? Is it possible to change a date when reversing an allocation?  

We have created a payment processor for cybersource secure acceptance and we implemented the classes: V2.ICCHostedPaymentFormProcessor V2.ICCTransactionGetter V2.ICCProfileCreator V2.ICCHostedPaymentFormResponseParserView original The issue we have now, is that after payment is done on cybersource, it returns back the response to the PaymentConnector.html which in turn perfom the next line window.parent.px_callback.paymentCallback('action=transactResponse&response=' + urlParams.get("ref") );this close the payment popup, but the payment it self not converted to completed, not sure why and when opening the payment details and look under card processing tab, it display “Does not exist error” (see attached)I’m not sure what I’m missing at that stage, hope anyone can advise.