Discussion Forums

Hello all,I want to get clarification on the differences between Freight Cost & Freight Price.Does the Freight Cost mean the cost that is to be borne by us & freight price to be borne by customers?How can I let the system to only calculate the price to be borne by customers?I have defined the below ship via code:and the Shipping terms:  

Hi, we have a situation where we’re giving a deduct to the customer, and they want to see this on the monthly AIA billing as a separate line item. The only way to do this (as far as I know) is to create a different task, which we did. The original budget was 0, the CO budget is -7446. The billing reflects the -7446 and correctly hits our over/under account. However, the allocator doesn’t seem to like this at all and will not allocate this task, so my revenue is overstated by 7446, over/under is understated. I cannot change percent complete to -100%.The only options I can think of:1 - Do a GL or PM transaction to manually book the revenue and over/under billing against the task. 2 - Have the biller change the sales account on the pro forma to the revenue account as opposed to the over/under.3 - After the final billing, move the budget and correct the invoice. Anyone else run into this, and do you have a solution not mentioned above? 

I don’t see anywhere in Acumatica how we can link attached file in a product with Shopify to have that file visible in Shopify. I only see Media for URL, image or video link.Is there a way to have something to link pdf file like manual or spec sheet that could be set in Acumatica and be visible in shopify for customer, instead of doing it manually in Shopify?Is seems that “Files” on top of page of an article can’t be associate with Shopify,.. and I was curious to see how we could publish them because we have demand for… or if I must put it as suggestion.

Hi, I have a customize report, in which I am using two parameters one is order type and second is order number. In the second parameter field we want to show only those order which are approved currently system is fetching all the orders. attached screenshot for reference.    

We are having an issue sending statements out of Acumatica.  We have O365 implemented.  Some of the emails have 19 attachments totalling 26mb.  We can see the sent messages in our mailbox, but the customers are not receiving them, BUT, if we FORWARD the same email message from our sent box to the customer they DO receive it.  So its not a limitation on our O365, it seems to be a send limit from Acumatica.  Any help on this topic is appreciated.

I added my ICCProcessingPlugin in the R2 instance that was working on the R1 instance. When I try to create a Processing center I am not seeing the plug in I created as an option (see screen shot) would anyone be able to advise? 

Hi, I want to enable print option on sales order only after sales order approval. How can I achieve this ?Attached screenshot for reference.   

Hello all,I have been trying to import some time records in the Employee Time Activities screen, but looks like due to the date issues it is not able to import some of them.the data from excel, have attached the excel sheet too:It says that the import has been processed:But on employee time activities screen its just 3 that has been imported. The data from 09/12/2024 isnt getting imported.Attached is the compressed file of the import scenario.

 Hello. I am currently trying to create a business event to execute the "Update Inventory" action whenever a new record appears in a General Query. Unfortunately, it's not working and I am receiving the error from the title. Can someone help?This is my Action Subscriber:Any suggestions? The action does trigger a popup when activated, so I suspect that might be part of the issue. However, since other actions such as “Prepare Invoice” also failed, I’m uncertain. Help would be appreciated. Business Event History: 

Hi I have 2 requirements,Copy Custom Field Values from Shipment Line to Invoice Line (SOShipLine → ARTran) Copy Custom Field Values from Purchase Order Header to Purchase Receipt Header (POOrder → POReceipt) How can I implement this? Is there a way I can use PXOverride and update the fields on invoice line creation and purchase receipt creation.For example this is an implementation I did for copying field values from sales order header to shipment header screen.public delegate void CreateShipmentDelegate(CreateShipmentArgs args); [PXOverride] public void CreateShipment(CreateShipmentArgs args, CreateShipmentDelegate baseMethod) { // Call the original method to ensure default behavior baseMethod(args); // Retrieve the current shipment and order SOShipment ship = Base.Document.Current; SOOrder order = args.Order; if (ship != null && order != null) { // Use the extensio

Hi,Im overriding action of creating shipment on sales order screen. I need stop execution of all processes.Is there any way I can stop execution of all processes in overrided action?I tried to usethrow new PXException(msg);but it only shows exception and continued execution.

As an exercise to learn Report Designer more, im trying to make a simple report from scratch. I’ve done some googling and reading here, but can’t seem to find the answer.The report is a BackOrder report i want to send to certain customers using Business Events. I have the GI Made and is working great. My report is coming along, Im running into a snag where its not showing all line items for the “Order Nbr.” but Im unsure howto get it to display correctly. My assumption is its the way I’ve formatted the expression editor for this value? My next problem is i can’t quite get the lines to group together cleanly, there is always a gap. Any help here would be greatly appreciated. 

When I update the quantity of the top row. I’m updating all rows as well. I’m calling the RequestRefresh but its not refreshing. I know the quantities are being updated because when I refresh manually  they show. Interestingly, I’m doing the same in my Sales Order grid but its refreshing fine. What am I missing here ? How do I properly refresh the quote grid ?  Here’s the snippet of my code :    private bool updatingqty = false;    protected void CROpportunityProducts_Quantity_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e)    {      var row = (CROpportunityProducts)e.Row;      if (row == null || updatingqty) return;      updatingqty = true;      foreach (CROpportunityProducts component in Base.Products.Select().RowCast<CROpportunityProducts>().Where(s => s.LineNbr != row.LineNbr))      {        cache.SetValueExt<CROpportunityProducts.quantity>(component, row.Quantity);        Base.Products.Cache.Update(component);      }      updatingqty = false;      Base.Produc

We have one Tenant that currently contains two different companies (they are separate LLC’s). We have had issues posting transactions to the wrong company within this Tenant so I would like to separate these companies into two Tenants. My thought is to either make an exact copy of the existing Tenant and then deactivate one company in each new tenant. This would leave a lot of “clutter” in each Tenant from the deactivated company’s data. My other thought is to create a new tenant and just import current GL balances and open transactions into it for the smaller company. Does anyone have experience with something like this or any advice on the best way to handle?

I want to create a bill related to a subcontract. I am able to create bill for PO receipts but can not create for subcontract using the same steps.I have added SubcontractNbr and SubcontractLine in the Bill.Details entity like  After that if a bill is created through Subcontract via “CREATE AP BILL” button and we try to GET that bill through API, we get these fields (SubcontractNbr and SubcontractLine) in the response. But when we try to add these data while creating bill through PUT request, the items are not linked to the Subcontract. Payload:{ "Vendor": { "value": "20119" }, "VendorRef": { "value": "IX00614958-C" }, "Date": { "value": "04/06/2024" }, "VendorDocDate": { "value": "04/06/2024" }, "BranchID": { "value": "TESTCOMPAN" }, "DocDesc": { "value": "V004651-2" }, "CashDiscountDate": { "value": "04/06/2024" }, "PostPeriod": { "value": "06-2024" }, "DueDate": { "value": "02/06/2024" }, "Amount": { "value": 750 }, "Details": [

Since Import Scenarios usually behave exactly as using the UI would, fields disabled in the UI are normally not able to be imported to. This custom attribute will allow you to specify a field to be disabled for the UI but still allow importing:public class DXEnableForImportAttribute : PXEventSubscriberAttribute, IPXRowSelectedSubscriber{ public DXEnableForImportAttribute() : base() { } public void RowSelected(PXCache cache, PXRowSelectedEventArgs e) { PXUIFieldAttribute.SetEnabled(cache, e.Row, _FieldName, cache.Graph.IsImport); }}Then use it:#region UsrCustomField[PXDBString(15, IsUnicode = true)][DXEnableForImport] // here[PXUIField(DisplayName = "Custom Field")]public virtual string UsrCustomField { get; set; }public abstract class usrCustomField : BqlString.Field<usrCustomField> { }#endregion 

Good day,I am trying to get the Create PQ panel to unlock and allow the user to select add item detail on the PQ and uncheck the set as Primary.I can seem to find a solution.  Any suggestion to activate the panel. Thank yoiu.Evan 

So I have a User who, despite having identical settings to my own, has stopped getting system emails that have been sent landing in their “sent items” folder in outlook. the test email sends successfully so I am not getting any errors to give me a hint of what might be happening. HollyH is the one who is not getting the sent items to show in the sent items folder. 

Hello,I need to find the total number of calls performed by person by week in GI. I have added the following fields in grouping. Is Count the right function to be using?  

Is anyone else recently having issues saving xml file from the community? If not what steps are you using to save these files?

I have a user that has created several Expense Claim templates and wants them deleted.  I know I can list templates from the Document Templates screen, but how do I find the correct ones so that I can delete them?Or is there another simpler and easier way to remove Expense Claim templates?Thank you,

We are experiencing an issue on our Shopify, where the connector is manually adjusting inventory numbers by adding a sort of “phantom” inventory available for customers to purchase. This is creating the qty available in Shopify and Acumatica to not be in sync, and creating a lot of backorders in Acumatica. From looking at the different transactions on a given item, there is not return, refund, or assembly being created where it would add a positive value to push to Shopify. Below is an image from Shopify where the connector is adding in a “random” positive value. Some more background information: we only first encountered this issue on items that we are including in a online sale, so the volume of orders coming in for these items increased significantly. Prior to us listing the item on sale, the inventory in Shopify and Acumatica was perfectly in sync, with no error records on the template or product availability in the Sync History screen. I am seeking advice from someone who may have

I have a client that operates two separate companies in two different countries.They do not want to share Financials, Customers, Employees, etc.  I am looking for opinions as to why I would implement, and what the deciding factors would be, for Single-Tenant, Multi-Company versus Multi-Tenant, Single-Company setup?The two appear so very similar.  Why would I choose one over the other? Looking for opinions, as to deciding factors.Thank you,Jeff

When creating a new contact for an existing customer the phone type is coming up blank. Has anyone else experienced this and know of a fix? Please see screenshots. When clicking on the + to create a new contact under the customer the phone number types come up blank. If you click on the dropdown, the types show up. However, once you select, the field is still blank. When we click create and review, the selected type populates in the record. We are in 23R2 and don’t have any customizations to this screen. When clicking on the + to create a new contact under the customer the phone number types come up blank.If you click on the dropdown, the types show up.However, once you select, the field is still blank.When we click create and review, the selected type populates in the record. 

We have a large number of Open Receipts with no AP Bill.  Many of these are nonstock items but there are stock items in the bunch.  I’ve discovered that our AP department skipped the match for some reason and has already paid the vendor. Many of these are over a year old when the receipt was created.  What options do we have to close them out so they are no longer an open receipt?