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Below is an import scenario that I am attempting to use to delete unwanted UoMs in our item classes. I used a similar import scenario that has worked for me in the past, but it was used to delete UoMs from stock items. When I attempt to import I get the following error:390 items have not been processed successfully. View name: itemclass.I then attempted to change my key from Class ID to Class Description and got the same error.Thanks!

We are currently going through an audit. How do I get documentation of a backup being tested for successful restoration?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. Dipak Nilkanth - Acumatica Community Featured Member for October 2024Meet Dipak Nilkanth our Acumatica Community Featured Member for October 2024. It’s great to have you as part of the Acumatica Community @Dipak Nilkanth! 2024 Acumatica Developer Conference - Recordings and PresentationsThe Acumatica Developer Conference i

Has anyone run into issues trying to create new wikis on the customer portal? I’ve created the wiki > navigated to it > click the + button to create an article and get the object reference not set error. Additionally, clicking the trashcan does nothing. Any guidance on how to create a wiki is helpful as the documentation is very unhelpful.

How do you set up the deduction/benefit code to add Shareholder Health Insurance to owner’s W2 and report in Box 12 DD? 

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