Discussion Forums

Hello All, I am in need to make a piece of code generic to dynamically find and search in the Graph’s PrimaryView. If I am to strongly type my graph type and then perform search it just works file. for examplegraph.Document.Current = graph.Document.Search<APInvoice.noteID>(refNoteID);but if I want to make it generic so the platform searches in my PrimaryView then .Search is not recognized. This is what I am doinggraph.Views[graph.PrimaryView].Cache.Current = graph.Views[graph.PrimaryView].Search<NoteField>(refNoteID);Any idea how to convert my static search method to a dynamic version that searches in the PrimaryView of the graph?

Hello,I am amending our Sales Quote Template in ReportDesigner. I want to know how to get the Attributes from the Opportunity in the Attributes Tab (See first image)? So, I have set up different Opportunity Classes that have different Attributes available. Once that Opportunity Class is selected on an Opportunity, those Attributes become available in the Attributes Tab. i want to be able to have the values available to pulled into the Sales Quote Template. Please advise if any solutions.

Is it feasible to print a range of orders in a work order report, which is currently set up on a 1:1 basis? Business users would like the ability to print by ranges, similar to the functionality of Print/Email Orders. However, I'm unsure if this is even possible. Perhaps a subreport could be used to capture the range? I'm still uncertain about how to begin. I have added the parameter to the report, but it is not functioning correctly. 

All:I have a grid with a PXSelector in one of the columns.  When I pick an item from the selector, the selector has 5 columns in it.  I want to get the value of one of those columns that is not the value that will be stored in the field when the value is selected and then store it in an additional field in the grid. In other words, I pick a value from a selector, and the key value goes into the field with the PXSelector and the value from Column 3 of the selector goes into a different field in the grid.Is this possible?Thanks,Ryan

We are new to Acumatica, and we have issues with emailing the customer statement. It says, "Error: The email account is empty...". Despite the fact that all of the customers' email addresses are incorrectly set up on the customer profile, are there any other places in Acumaitca to fix the issues other than the customer profile? I deleted the last statement and regenrated it several times, but it did not fix the issue. 

I have an email template that I would like to send that summarizes the days shipments. Is there a way to group by shipment nbr but still show the lines? Something like: ShipmentNbr1Line1 Line2 ShipmentNbr2Line1 Line2 

On Process Shipments page, can you only process shipments for that current date (or prior?)  Not any shipments in the future?   We will be closed for a couple weeks and would like to process shipments early  (That will be picked up by UPS while we’re closed)  we would like to keep the scheduled shipment date as actual date UPS picks it up..  For invoice, billing, etc.I see how when creating a shipment you can create for scheduled shipment date.   Also, invoicing.  Prior to releasing you can change the ship date that automatically  adjusts the net30 and posting period.It’s seems like the only hiccup is printing the labels.    

Hi,Im building payment processor plugin. I added single parameter APIKEY to the pluginBut for the function CreateProcessor parameter settingsValues is always null. Any suggestion why and if there is any way to fix?public T CreateProcessor<T>(IEnumerable<SettingsValue> settingValues) 

Hello Everyone,Is it possible to increase the size of the AttributeID and ValueID fields on the Attribute screen? What impact will it have if we increase the field length? I tried with the script, but got the below issue 

I have a request for a bar chart  or a pivot table on a dashboard that will show This Years Order Count vs Last Years Order Count by month for a specific customer.I have a Generic Inquiry that Pulls the Customer Name, the Posting Period and the Order Number for last year and this year. When I create a bar chart or a pivot table the data is show sequentially January 2023, February 2023, March 2023…….. December 2023, January 2024, February 2024….. etc.Is there a way to either have a bar chart or pivot table where January 2023 and January 2024 would be side by side, followed by February 2023 and February 2024 and so on.Thank you 

Why is the total Dead Stock Cost in the dead stock screen different from the total cost in the inventory valuation & Inventory Summary.I have a item that shows the same QTY ON HAND in the Dead stock, Inventory Summary, Inventory Valuation but the DEAD STOCK COST is 47K but the Inventory Summary & Inventory Valuation the total cost is 14Kwhy is the Dead Stock qty calculating 47K ? How did it get that number Does the dead stock do some sort of Inventory Holding calculation?  

We have a few questions regarding on our API transaction to lessen the throttling of our API calls limits.1. Does plugins count against our API usage.2. how to find out what API calls are going through.

Hello,I’m trying to create SalesOrder through API request, but it keep raising this error: "exceptionMessage": "A data corruption state has been detected. You cannot save the changes. Copy the data you have entered and reload the page. Date and Time: 2024-05-31T20:20:12; IncidentID: 8eee461c-214a-4bd2-803c-894bba76aa0e; Name: Aggregate Validation: PX.Objects.SO.SOOrder+openLineCntr. You can view detailed information about the issue on the System Events tab of the System Monitor (SM201530) form.",here is my endpoint endpoint structureand this is the data that i’m trying to submiturl 

We run 23R2, Build 23.209.0023. When attempting to use the Finish action via the ConfigurationEntry endpoint, the Supplemental Item does not appear on the Sales Order. This is not the same behavior we see when manually creating an SO, where after closing a Finished Configuration, the SO is updated to include the Supplemental Item.Has anyone else had success with the Finish action that’s part of the ConfigurationEntry endpoint? It is properly updating the Configured Item’s Line Description.

Hello, I created a custom printed form and placed it on the site map. I added a customization project that allows this form to be printed from the sales order screen via the action menu > Printing & Emailing section. (This form is a copy of the sales order without prices). When I print from the Site map, the form prints correctly using the selected parameters. When I print from the Action Menu, no data is visible. I have updated the user access to the new form to match the original form that was copied. What am I missing? 

We are new to Acumatica and trying to track the time our users spend per customer on cases. Our customers are billed a monthly set price with no hours limit, but we need to track employee time for statistical reasons. I have tried having the time put against a project but it seems like this would get muddled as these are ongoing support contracts not projects. Is there any way in the system to track employee time per case per client basis?   

Finding out an issue where the Header on my report does not cover all cells when I export to Excel.  This is my first attempt at updating/adjusting Excel formatting with Report Designer.How do I adjust a group or header to match the total cells on the report?  Or, is there some documentation on the Excel formatting and Report Designer?

I am wondering someone has created a business event to push notification when a business event failed or when there are events build up in queue not running in System Queue Monitor.

I have a purchase order that has a extended cost of an inventory item pulled up from the Vendor Prices screen . How to change this setting . I do not want the line item in the purchase order to automatically populate the extended cost from the Vendor Prices screen , instead i want the extended cost in the purchase order to pull the last cost/current cost in the stock items screen.  

Many of our customers find it very annoying that they have to manually touch the “Set Qty” button on their mobile devices in order to set the quantity being picked/packed/shipped. We are trying to include the Set Qty command (*qty) as a barcode on the picklist report so that they can scan that command and then scan the barcode for the quantity (since there’s no way to set the mobile device to default to the shipping quantity).I can’t find the right way to format the command on the report so that the barcode scanner will read it and put the device in Set Qty mode.Does anyone know how to do this? 

Using 22R2.  We have set up a customer account in the Fedex carrier set up and set that to a billing type of Receiver.  When the label prints, the label shows the billing type as Third Party Billing.  Ideas?

Hi - we recently switched from Paya to Acumatica Payments/Fortis for our payment processor. With Paya, we could generate payment links automatically when the invoice is released. The team from Acumatica Payments said we could likely set up a business event to do this as well, but I’m not sure what all that would involve. Does anyone have experience setting this up themselves?

Hello everyone. I am currently working on customizing an API to add customer data one by one into a new screen. I have created the necessary table in the database and the screen to display the data. Everything seems to be functioning correctly. However, I have encountered an issue where adding a new record results using PUT API  in the deletion of the old record from both the database and the screen. What steps should I take to address this issue? I have attached a screenshot below for reference.This is screen.  

Hello,I am having trouble with an activity import. I am trying to import our old CRM call activity to specific Leads, Business Accounts and Contacts. Receiving “Error: 'Related Entity' cannot be empty.” on each record. I have tried importing with the Related Entity being the Acumatica ID as well as the Record Name. The XML for this scenario is attached.   Thanks!

I am trying to deleted a rejected Expense Claim but when I try to do that, I am receiving an error message that says the “expenseRefNbr cannot be empty”;  if it was rejected, why is that occurring?Is this a permissions or setup issue?  And if so, what should I look to change?