Discussion Forums

Has anyone thought of a way to track project lien rights expirations based on last labor or materials furnishing date and open AR invoices? An example would be if I last furnished labor on a project 80 days ago (last Project Transaction date is 80 days ago) and I’m still not paid (the AR Invoice is still open) and based on the project location State lien law I have to file within 90 days or I lose my lien rights.  I would like a Business Event to trigger an e-mail subscriber giving me 10 days to get my lien filed.Right now we’re doing this manually by reviewing the last Project Transaction dates on projects whose AR invoices are late on the AR Aging report.  Sound doable in-house?  Go talk to my service provider?  Too complex for anyone to accomplish?  😁Thanks!    

Hello everyone,How to effectively map meta fields of BigCommerce order in the Entities mapping of BigCommerce connector under Formula editor?This doesn’t work. (order is the namespace and orderType is the key) 

Hi all,My use cases: I have to grant access to a person in charge to create a generic inquiry, and this user doesn't have permission to see other generic inquiries from other people.  I tried the following step, but it did not work. This user can still see this GI.Step 1: Revoked this Generic Inquiry from this roleStep 2: Grant access to insert in generic inquiry screen Is there anything I dont know about this?Pls advice me if you have any idea.Thanks in advanced.

I’d like to add a new menu item on the dropdown for the action field on SOCreateShipment (SO50100).The Action field is defined as follows:#region Action[PX.Data.Automation.PXWorkflowMassProcessing(DisplayName = "Action")]public virtual string Action { get; set; }public abstract class action : PX.Data.BQL.BqlString.Field<action> { }#endregionDigging into the PXWorkflowMassProcessingAttribute via VisualStudio (because I think think we don’t have the source for that attribute) I see that it expects to look back at the calling object for a class called WellKnownActions and from that class it builds the string list.Should I cacheattach that field and override with a PXStringList?Or should I just add the action through the workflow editor which seems to be fairly easy to do.

Keep on receiving below error when invoice is generated from sales order or from invoice. SO Invoice is created but with incomplete status.We are using AVALARA as an external tax provided and the issue is only encountered after upgrading to 2024R1.There is a known issue published in Acumatica site which is below but the first condition is not met. 

When we “send notifications by email” on a batch payment for expense receipts, the system shows “The operation has completed” but the outbox (All emails CO409070) doesnt show those emails…? What is missing or have to be done to notify my employees that they will receive a fund transfer for the related expense account? Thank you

Hi All,I am looking for a GI for Inventory movement with the following conditions/parameters:A period that can be selected – ie from date to date. Select different groups or categories to run an overall movement report – this is for movements on individual items only Run a movement per supplier Show Item Class and Item Category Average unit cost

Hi CommunityPlease can someone help. I am having difficulty importing a scenario because the date format is incorrect. Error message “  Error: 'Receipt Date' cannot be empty. Error: 'Placed-in-Service Date' cannot be empty.I have checked the system locales and changed my profile to be the same but it doesn’t seem to make a difference. I have also checked all the related articles.System: dd-MM-yyyyScenario: 31-03-2023 00:00:00 amCan anyone help me change this please? I need to get rid of the time I think.Regards

We are trying to set up some stock items that we buy tax free but sell including tax.  Is there an easy way to do this?So far our attempts have either included tax on the purchase as well as sale or excluded tax on both.  The supplier and customers are set up correctly with their correct tax zones.

We have created a cash sales report which groups the sales based on the accounts it is posting this against.This report was working fine until there was one change which was based on the Tax categories.My variable calculation is as follows:=IIF([ARInvoice.TaxZoneID]='DOMESTIC', ROUND(SUM(IIf([ARTran.AccountID]='41005', [ARTran.CuryTranAmt], 0))/1.1,0), ROUND(SUM(IIf( [ARTran.AccountID]='41005', [ARTran.CuryTranAmt], 0)),0))AS water is GST Free it is against the Tax category as below. However as soon as this category is entered my numbers are doubling up.I am not able to figure out why this would be the case, as all the other figures are found to be right.Would this be really a Report issue or a Adjustment somewhere on the Tax Zone/ category etc.  

Hi there, I’ve modified the original AR Aging report to AR Aging by Employee report in 2022 R1. The report will generate the AR Aging based on the customers assigned to the logged in user (salesperson) only. The report works fine until the version got upgraded to 2023 R2 where it failed to show any records. The tables that I’ve added:CustSalesPeople (linked to CustomerMaster on BAccountID). SalesPerson (linked to CustSalesPeople on SalesPersonID). EPEmployee (linked to SalesPerson on SalesPersonID) I’ve added a line on Parameters called UserID to retrieve the user info by inserting the default value:=Report.GetDefUI('AccessInfo.UserID') I’ve added a line on Filters to link the parameter UserID to EPEmployee table: Despite all this, all it takes is just an upgrade to break this report. I’ve attached the report as well and hopefully someone can help me understand on why the report is not working anymore.

How do you create barcode labels for stock items using the report designer?I have configured the report to print barcodes for each item, however, the printed bar codes for each item are all exactly the same. Am I missing something here?  

Good day.Shipping/Receiving fails to timely process RM (Sales Orders) in timely manner causing the date issue to have an error.  It simply not a priority; It is not a timely process.  It is month end thing.  The sales person processes the RM by adding the Invoice item; shipping waits until the item is returned which takes a week or more to come back.  The line items is expecting request date that is unrealistic.  Any way to turn off the date validation and then let them process based on the current date.  My thought is to have them change to request to the current date or match the date.  Any thoughts?Thank you@grillevan 

Hi everyone, Just wanted to ask if it is required to republish the customizations in the system every time there’s a minor update on Acumatica (builds update)? Thank you!

Hi,Could you please provide code to set checkbox state by inventory update. I created this one but it doesn’t workprotected void SOLine_InventoryID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (SOLine)e.Row; if (row != null) { ClaLimitInv.SOLineExt itemExt = PXCache<SOLine>.GetExtension<ClaLimitInv.SOLineExt>(row); itemExt.UsrIsRestrictedField = true; } }my DAC ispublic class SOLineExt : PXCacheExtension<PX.Objects.SO.SOLine> { #region IsRestrictedField [PXBool] [PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)] public virtual bool? UsrIsRestrictedField { get; set; } public abstract class usrIsRestrictedField : PX.Data.BQL.BqlString.Field<usrIsRestrictedField> { }} 

Hi, This is regarding the side panel with the stock items. There are some users who see all the options in the side panel. But some users see only few. But the users who cant see, they can see the relevant GIs in the workspace.Example : Inventory transaction history is available in the workspace but not visible in the side panel.What can be the possible causes?Thank You,Dulanjana

Hello, We’ve recently switched over to Shopify POS. We’ve noticed that if a customer pays with cash and gets change back, the payment amount in Acumatica shows up as the amount they paid, rather than the order total.   

Hi! I’m wondering if there’s a way to quickly add the users’ email account so that it can be used as the sender when creating email from the system.  or do I really need to set it up one by one?Thank you!

I am keen to know how the configuration is like to be able to switch between inc/ex tax pricing in sales order. Ex: A product has price set in Sales Prices $110 (GST is included). When sold to customer as inc GST of 10%, the price is $110, order total is the same.Sold to customer as ex GST, the unit price is $100, total $110.No matter who the customer is, the order total should remain the same i.e., $110.Have tried using Tax Calculation Mode but it only affects how tax is calculated. Changing Net vs Gross affects total price where this should remain the same.

Hello again! I have a question relating to the automatic creation of item codes through the API. Along with the item codes themselves, I have a need to populate the unit of measure conversions (for example Cartons to LBS or Pallets with the conversion factors. The problem I am facing is, the UOMConversions class is not available in the Non-Stock Items object.  It IS available on Stock Items, but we are not using those. We had a consulting group build out the initial system and they created a customization project to get us to where we can apparently have the UOM conversions on Non-Stock Items (as shown in this screenshot), however I am unable to contact them and need to figure out how to create those entries on the non-stock items via the API myself (along with help from here if possible).Here’s a shot of the Non-Stock Items in the customization project showing the fields I need access to: I just don’t know how to gain access to those fields via the class objects. I found a class objec

I am trying to update the average cost for stock items that were migrated into Acumatica without an average cost.  To do this, I did a quantity adjustment with Ext Cost what I want the average cost to be and the quantity zero.  I am getting the following error.    I tried doing this again with a quantity of 1 which worked, but then when I did the adjustment for a quantity of -1 to make our actualy on hand inventory accurate the average cost went back to zero. How do I update the average cost for a stock item without changing the quantity on hand?

Hello Everyone,We are trying to update some Leads we have in the system to assign a proper Owner to each of them.  I’ve tried all different kinds of mappings for the Owner column and it just will not update.  No errors either.  I have attached the XML and a sample of the Excel spreadsheet we are using for the Data Provider.  Any help would be great!  Thank you-

We created a system email account for the user.We assigned it to the user on the Email Accounts Screen as shown. The reply address was populated as well on this screen.When I log in as this user, and email a sales order, PO, etc.  the email says it is from the default email account in email preferences.  We want it to say it was emailed from this user’s email address. 

Hi There,We wonder if anyone is able to get the Notes and attached file from the Sales Order to transfer to the Production Order?  We checked the settings for the Order Types (ie. for both Sales Order Types and also Production Order Types) but the copy notes option is not there for Production Order.  Please advise if the setting is elsewhere.  Thanks...

We get an error that says - ‘This MySqlConnection is already in use. See https://fl.vu/mysql-conn-reuse’ when we try to ‘complete’ large appointments.  Once we get this error message we are unable to cancel, alter, save, complete or bill this appointment.This has happened on appointments ranging from  25-45 lines.Anyone have any idea why this is happening and how we can get around the issue?