Discussion Forums

Added Production Order Operation CD as a parameter/filter for AM625010 to print on necessary operation materials and barcodes. It works, but I am struggling to make the Operation CD a lookup so the user does not need to reference production details to find the right Operation CD. I have tried =Report.GetFieldSchema('AMProdOper.OperationCD,ProdOrdID') but that did not work. I’m not familiar with how the GetFieldSchema works, but I assumed it had to do with the parent table. Any help is appreciated rpx zip file attached.

Is anyone familiar with the process of the emails routing to the entity owner when utilizing incoming email processing? We have been using this feature for a while, but still continue to struggle with customers not receiving responses we send and being able to confirm whether or not our response actually made it to the customer. For example, this is how I see it working:I, the user, send an order confirmation to a customer from system account in Acumatica Customer replies to system account system account sends an email to my work email that is found on my employee user (I have it marked to route emails) I respond to system account in outlook system account apparently sends the reply to the associated contacts involved. But, in Acumatica under all emails, all you can see is my response to the system account and then the system account sending my reply message to my email address found under my employee account.I find this quite strange because there is no way for me to confirm it has re

We have, what probably is, a unique situation. We are trying to find all the data that goes into creating the production order details from the product configurator where we have used Phantom material types in BOMs past just one layer. What this results in is if we have Phantom’d on top of another Phantom, we only see the level up Phantom BOM. Is there somewhere in the background that we would be able to see all the data and return it to a table? Here is an example:A - Configured Product (This is Item getting produced)       B - Option Chosen in Configurator (Phantom Item)               C-Item in Item B BOM, (Phantom)                     C1-Item in Item C BOM (Phantom)                             C1.1- Item in Item C1 BOM (Regular)               D-Item in Item B BOM (Phantom)                     D1-Item in Item D BOM (Phantom)                             D1.1 - Item in Item D1 BOM (Regular)               E- Item in Item B BOM (Phantom)                     E1-Item in Item E BOM (Phantom

We’ve been using Twilio for a couple of years now as our SMS gateway provider, but ever since the Feds passed their  A2P 10DLC registration act, they have become insufferable. Technically, none of our Clients even really need to comply with the registration, because they are all low volume, and don’t do marketing via SMS. But Twilio demands we set up a “Campaign” anyway. Recently, I was trying to gather up screenshots to create documentation for our Clients to use when they go to Twilio to set up their own accounts and the obtuse and pedantic things they are requiring of me are just unbelievable. I’ve thought about just putting a cellphone in our office and run an app to turn it into an SMS gateway, and provide it as a service for our clients… But, I’m trying to get out of the middle, and that will open me up to support calls on things I would rather not deal with.I know I can use AWS, but they have always seemed to be difficult to deal with as well. I’m trying to find a simpler soluti

Hello all,Can anyone share your suggestions/thoughts on how one can protect the intellectual property rights of customization packages deployed by ISV partners from being copied by other Acumatica partner.So as for instance, if an ISV partner sells its product to one of the Acumatica VAR to be used by the end user, how can the ISV partner protect or restrict that the VAR shall not copy the functionality from the customization package. Thanks.

I am using PXResult in foreach and it gives single row was requested error occured   

Hi,I have published my latest build on instance in customization screen with option of multiple tenant and keep the check box of execute all database script. As I need to publish build on 2 tenants.After build got successfully published.Now when I have open the data provider screen on tenant A, all the providers where blank . Excel sheet was present but schema fields where not there, as a result cannot prepare the export scenarios or import scenarios.On tenant B it was working fine. All the data provider where there on data provider screen , schema was present and also can prepare the data. Please help me  why this scenario happen and what is the solution to fix this as the error occur randomly but comes a lot of time. Thanks Dhruv 

Has anyone else been experiencing the “circle of death” when trying to open the trace screen to review errors: I and many of my customers are experiencing this. It’s not on any particular screen, it’s been all screens.It started happening a few weeks ago.It is not customer specific. I’ve had many customers complain about this.

I’m looking for some input from those that use the Pace-Jet integration.  Does the Pace-Jet integration have an Acumatica solution for FedEx’s PRIORITY ALERT service?  

Dear Members,I have duplicate Purchase Order screen with some extra logic based on client request. Now i have request to add user defined field with Required Check true. but its not working in duplicate screen unless i add the same attribute in PO standard screen. advise how to fix this issue.Thanks,Arun

Hi I have implemented copying some custom fields from sales order header to the shipment header screen which works as expected. Now I need some custom field values copied from sales order line to the shipment line screen, I’ve implemented the below but I get the error below. using System;using System.Linq;using System.Collections;using System.Collections.Generic;using System.Collections.Immutable;using System.Runtime.Serialization;using System.Text;using System.Threading;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Data.WorkflowAPI;using PX.Common;using PX.Objects.AR;using PX.Objects.CM;using PX.Objects.CR;using PX.Objects.CS;using PX.Objects.EP;using PX.Objects.GL;using PX.Objects.IN;using PX.SM;using PX.Objects.IN.DAC.Accumulators;using PX.Objects.IN.Overrides.INDocumentRelease;using POLineType = PX.Objects.PO.POLineType;using POReceiptLine = PX.Objects.PO.POReceiptLine;using PX.CarrierService;using PX.Data.DependencyInjection;using PX.LicensePolicy;using PX.Obje

Good day, I have a situation in Checks and Payments screen with my custom fields, I need these fields to be available even after the release of the document, I have tried with events, overriding the persist method, and overriding the release, but nothing is working and the fields always become readonly, I would appreciate suggestions to solve this. Here I am adding examples of how I am trying to enable the fields with the events or overriding the Release. public class APPaymentEntry_Extension : PXGraphExtension<PX.Objects.AP.APPaymentEntry> {protected virtual void _(Events.FieldUpdated<APPayment.status> e) { if (e.Row != null) { PXUIFieldAttribute.SetEnabled<APRegisterExt.usrChkMailDate>(e.Cache, e.Row, true); PXUIFieldAttribute.SetEnabled<APRegisterExt.usrChkPickupDate>(e.Cache, e.Row, true); } }public delegate IEnumerable ReleaseDelegate(PXAdapter adapter); [PXOverride]

I have an export scenario to export payments from the Payments and Applications screen.  Most of the time it works as intended but sometimes it just skips payments that have been made since it was last ran. We run this once a day exporting on average of 700 - 800 payments.  AR created a large CC payment the other day and applied it to several invoices and then released it. So the payment was created, modifed released and closed all between running the export one day and running it the next day. Several other payments created and closed the same day were also skipped.These payments that are skipped aren’t prepared so they aren’t exported and so no errors.  The majority of payments that are missed are CC payments that are entered like this, created, applied, released and closed all at once but we have also had the issue with cash payments.My export scenario uses a sql provider and exports directly to a table created specifically for this purpose.I have checked the ARRegister table and AR

Currently I’m facing issue in “Print Labels”. Please refer the image below:When I click on the “Print Label” button. It gives me a message “The operation has completed” ,but I can see this is getting printed. I mean not even in print jobs either. I think I’m missing something here.Can anyone help me here?Thank you. 

Hello, We used to be able to bill multiple shipments into one invoice in SO screan after all the shipments were confirmed, but since this morning it is not possible. It bills the first shipment, and then it gives this error message. Has anyone else experienced the same issues? or is there any setting to be changed?  

Hello,Recently we started using the cash sales, and unfortunately it does not bring the stock item except the nonstock one when you searched for the inventory ID? Is it by default from Acuamtica that we cannot sell stock items on cash sales transactions, or is there a setting in Acuamtica that we can enable it?Thank you,  

Trying to set up Integrated Shipping for UPS, and rates are coming back over a hundred dollars more than what UPS says it will on their website. What could be causing this issue, and how can it be solved?

We would like to be able to modify to outgoing New User notification so that it first checks the user class, then sends out a different pre made NUn based on its findings.For example:An employee/internal user gets an email that says:Hello (Insert Employee name)!Your password must be updated. Please login at https://ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: your Email address Password: users passwordPlease visit https://ouracumatica.hostedsomewhere.comBlah, blah blah.But an unlimited external user would get:Hello (Insert contact name)!Your password must be updated https://portal.ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: Your Email address Password: users passwordFor Help visit: https://portal.ouracumatica.hostedsomewhere.com/WTHAmIDoing/(Different Blah, blah blah.)Attachment 1 Attachment 2It seems to be hardcoded to only

Hi,I want to give the task “Emails Pending Processing” to a staff. May I ask which role i should put the staff to in the ERP?Thank you.Raymond 

Good day, In a customisation package I have to buttons on the Invoices & Memos (AR301000) screen - these buttons generate a report and attaches it as a file to the invoice or memo. This is the code to generate a PDF which works perfectly. #region Action Button - Export PDF Reportpublic PXAction<ARInvoice> ExportReport;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Export PDF Report", Enabled = true)]protected void exportReport(){// Report ParamentersDictionary<String, String> parameters = new Dictionary<String, String>();parameters["ARInvoice.DocType"] = Base.Document.Current.DocType;parameters["ARInvoice.RefNbr"] = Base.Document.Current.RefNbr;var filename = Base.Document.Current.DocType + "_" + Base.Document.Current.RefNbr;// Report ProcessingReport _report = ReportLoader.LoadReport("AR641000", null);ReportLoader.InitDefaultReportParameters(_report, parameters);// Read Reportbyte[] data = null;using (StreamManager streamMgr = new StreamManager()){Repo

I am trying to get a custom field to update whenever the stock item attributes are updated, but I can’t find a way to make this work.If base the row updated event on InventoryItem, it will update if other stock item fields are updated, but that doesn’t include the attributes.If I base the row updated event on CSAnswers, then that does nothing.Does anyone have any insight?public class InventoryItemMaint_Extension : PXGraphExtension<PX.Objects.IN.InventoryItemMaint>{ protected void _(Events.RowUpdated<InventoryItem> e) { var invRow = base.Base.Item.Current; var invCache = base.Base.Item.Cache; var extension = invCache.GetExtension<InventoryItemExt>(invRow); if (invRow != null && invCache != null && extension != null) { var widthState = (PXStringState)invCache.GetValueExt(invRow, "WIDTH_Attributes"); var heightState = (PXStringState)invCache.GetValueExt(invRow, "HEIGHT_Attributes");

Hi EveryoneI would like to print the Label generated at the packing tab in the shipment screen automatically from device hub,Can you please suggest? 

We have a customer that transfers inventory to and from related entities with different base currencies.  Company A sends the inventory to Company B.  Company A has a base currency of USD and Company B has a base currency of CAD. We cannot perform Transfer Orders or 1-step or 2-step transfers to any warehouse with a differing base currency.  I have a case open on this but was hoping to reach out to the community to see how they might have solved this issue.The customer does not want to do intercompany sales for these types of transactions for a couple of reasons.  1. An intercompany sale requires the person creating the sales order to know the cost of the inventory “selling.”  They are simply transferring cost from one warehouse to another.  2. They are not billing each other for these items, they are wanting to transfer inventory and costs between Company A in USD and Company B in CAD.Any thoughts or suggestions would be greatly appreciated!

I have 3 actions on a custom form.  I set the IsLockedOnToolbar to true.        public PXAction<ICSFSSSchedule> DeleteScheduleDetails;        [PXUIField(DisplayName = "Delete Schedule Details", Enabled = true, MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton(IsLockedOnToolbar = true, Category = "Other", CommitChanges = true)]        public void deleteScheduleDetails() This was addressed in the following topic, but the solution there does not fix my issue.All of my actions show in the title bar of the screen:I have reset the caches, restarted the application but the menu items still show.I want them to appear in the More (ellipse) menu.In the project editor, the items are in the correct category. Do I need to “instantiate” the More menu somehow since this is a custom form and there are no default action items?   

Hello there,I am working on a project that involves integrating Acumatica with a third party CRM system. Our goal is to ensure that customer data flows seamlessly between the two systems without any manual intervention. We are particularly focused on syncing customer records, sales orders, and real-time updates on customer interactions.What are the recommended methods for integrating Acumatica with a CRM? Is there a preferred API, middleware, or tool that you have found effective?How do you handle data mapping between Acumatica and the CRM system? Are there any common challenges in aligning data fields, and how do you overcome them?What strategies do you employ for error handling during data synchronization? Are there specific error scenarios you have encountered; and how did you resolve them?Have you noticed any performance impacts when running continuous synchronization between Acumatica and a CRM? How do you mitigate any potential slowdowns?Given the sensitivity of customer data, wh