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Hey everyone, it’s me again!   Still working through a few import scenarios.   In my most recent Sales Order load, we are importing data from another source that already calculates the tax.  So i have created a tax, tax zone, tax category that is a $0 tax (“MOD”), so that I could then ‘create’ a tax line with the appropriate amount.   The import scenario properly handles the order and assigns this tax category to the line and the SO creates a ‘tax line’:  The challenge is the “Tax Amount”.  It is not populating the Tax Amount   XML is attached.Thank you in advance for taking a look! 

For General: SOAP has GeneralPrimaryContact, GeneralAccountInfo, GeneralAccountAddress, GeneralAccountInfoPhoneType1, GeneralAdditionalAccountInfoPhone1Type, GeneralAdditionalAccountInfoExtRefNbrFor Billing: SOAP has BillingBillToInfo, BillingBillToAddressFor Shipping: SOAP has ShippingShipToInfo, ShippingShipToAddressWhere are these in REST?  Do I need to $expand something to have access?  What are the names?Also, what the difference between a MainContact and PrimaryContact?

See the picture below. I am trying to add these values to a Dashboard, and I’m not sure where to pull this data from. 

When creating a new user and giving him permissions, even admin permissions, no previous transaction appears on any screen

We just switched over to Acumatica and processed our first payroll in the system. After processing, I realized an error in the HSA deduction/direct deposit where the HSA deduction is essentially being doubled up. In our old system, we could tie the HSA deduction to a specific HSA direct deposit account, so the amount specified in the deduction set up was automatically directed toward the account set up under the HSA direct deposit code. Acumatica apparently does not have the ability to do this, so our implementation team advised us to set up the HSA account under direct deposits, and specify the dollar amount to deposit into the account with the remainder going to the regular checking account. Unfortunately, this is actually doubling up on the HSA deduction.For example, say an employee’s net pay was $1,000, including an HSA deduction of $25. They should actually receive $1,000 in their bank account because the HSA deduction was already factored into the calculation of their net wages.

We are looking at outsourcing payroll and I wanted to here from others about what they are using.  We are a construction company and do work in multiple states.  We are currently looking at the following:WorkForce GoMiterLumberPlease let me know your thoughts if you use any of these softwares. Thanks,Jeff G.

Hello,How can I print a report a specific number of times based on a dynamic value in Preferences?I've created a Processing Screen for printing reports, and I need the report to print as many times as the count specified in the Processing Screen.Can anyone please suggest a solution or provide sample code for this?Regards. 

I’m working on a generic inquiry that will ultimately become a report.  I’m joining PMBudget & PMTran so that I can report transactions for a period, total transactions, and budget info.  I’m doing a full join between PMBudget & PMTRAN wherePMTran.ProjectID = PMBudget.ProjectID andPMTran.TaskID = PMBudget.ProjectTaskID andPMTran.CostCodeID = PMBudget.CostCodeID andPMTran.AccountGroupID = PMBudget.AccountGroupIDThe result is giving me all records from PMTran and is correctly populating nul amounts for the budget items that haven’t been budgeted.  But I’m not getting records where PMBudget has a value and PMTran doesn’t (ie, I’ve budgeted for an amount but haven’t incurred any costs yet).The Full join should populate both sides of the join with null values but isn’t.The impact is that the query is showing the total costs for a project but not the complete budget.I’m sure I’m missing something.  Any suggestions? 

How is it possible to invoke the “Create Child Orders” action using the REST API?

HiReally appreciated if you can share your experiences and how you manage them specialy about the CONSRegardsPrasad

Hi Acumatica community,This is more for my personal interest/because I like to understand things.  I figured a long time developer might know. In-between when I initially sat I320 and when I’m redoing it now, the guidance in the course changed.The new guidance is to send 1 request, with a double expand if you’re retrieving records from. So I have 2 questions:When did the guidance change? Why did the guidance change? (Technical perspective) I spend a fair amount of time explaining reasons for choices to implementers/developers, and while I’ll certainly follow I320 it helps to understand why the guidance changed. Screenshot of i320 Question: Suppose you need to retrieve detail lines & shipment lines of multiple sales orders. 

Hi Guys, As you all probably do, we have a few images within our email signatures. Is there any way to default the outlook add-in to not attach these images as files? Thanks,Aleks

Can you require a file attachment to certain transaction screens - Bills and Adjustments, Purchase Orders...Client wants to force a file attachment be done. If the user forgets, they want the system to give an error message. Please advise. 

It appears that our inventory is not relieved/backflushed until an Invoice transaction is made. Is there a way for the backflush to happen on Shipment, and not on invoice? I’m hoping there is a setting somewhere I am missing.  

I've tried this GET method but I just get an invalid type cast error:https://sandbox.com/entity/Default/22.200.001/Customer?$expand=PrimaryContact&$filter=PrimaryContact.Email eq 'kylelauridsen86@gmail.com'

When I try to open a Sales Order, I get the An item with the same key has already been added error. As the New Record button works, I was sure the extensions of DACs and Graph of Sales Orders screen do not contain any problematic code. Even more, the same error message can occur when there is no any package published. Investigating the Generic Inquiry of SO3010PL, I found repetitive lines in Navigation Parameters section of NAVIGATION tab I still wonder how the duplicate lines could be added because when I try to add a record manually I get the The value of this field must be unique among all records. error. I decided to remove the repetitive lines. After that deletion, the SO3010PL GI allowed me to open the Sales Order Document via Order Nbr. field.

Basically, I am trying to accomplish something similar to this feature request: Add Credit Hold Warning to Service OrderI need to access the VerifyByCreditRules method that is located in a protected class in the PX.Objects.Extensions.CustomerCreditHold namespace.The signature for it is:        protected virtual CreditVerificationResult VerifyByCreditRules(PXCache sender, TDoc Row, PX.Objects.AR.Customer customer, CustomerClass customerclass)I need access it from a ServiceOrderEntry graph.I read this interesting blog post: Overriding Credit Verification by @Keith Richardson that shows accessing a protected class for sales orders, but I sort of get lost with how to translate that into the ServiceOrder graph.I have some source code that compiles, but does not run, since the creditExtensionProtected and creditExtension values are coming back null… But I am not sure I am even on the right track.Basically, I want to call  VerifyByCreditRules method whenever the ServiceOrder ID is changed to

Hello,I am trying to make two checkboxes (Don’t Print and Don’t Email) on AR30100 “unchecked” by default.I created a customization project and here is what I am changing (Setting PXDefault(false))  When I go to publish, I get this error:[2024-09-04 17:25:16.279] \App_RuntimeCode\PX_Objects_AR_ARInvoice_extensions.cs(33): error CS0246: The type or namespace name 'isMigratedRecord' could not be found (are you missing a using directive or an assembly reference?)[2024-09-04 17:25:16.279] \App_RuntimeCode\PX_Objects_AR_ARInvoice_extensions.cs(42): error CS0246: The type or namespace name 'isMigratedRecord' could not be found (are you missing a using directive or an assembly reference?)[2024-09-04 17:25:16.279] \App_RuntimeCode\PX_Objects_AR_ARInvoice_extensions.cs(33): error CS0246: The type or namespace name 'isMigratedRecord' could not be found (are you missing a using directive or an assembly reference?)[2024-09-04 17:25:16.294] Compiler time, in seconds: 9.0936508[2024-09-04 17:25:16.56

How do I add an attribute to the appointment screen? I have the attribute created but I do not know how to link it to the appointment screen under attributes. 

How do I add an attribute to the appointment screen? I have the attribute created but I do not know how to link it to the appointment screen under attributes. 

Hi,I’ve been able to login, logout, create sales order, etc. I’m not new to REST or ODATA development but I’ve only been using Acumatica API for the last few months. I’m looking for documentation, a postman collection or both that describes the MANUFACTURING endpoint. I’ve already found the DEFAULT endpoint docs. I’m also aware of the Web Services Endpoints screen which is my only “docs” at the moment.Have the Acumatica REST API reference docs really omitted the whole MANUFACTURING Endpoint and everything it contains? Perhaps it is just that I don’t know where to find them?I’m used to companies like Hubspot and others who document their products. I’ve managed to get a 200 OK from a request of the ProductionOrder endpoint through guessing and trial and error. That’s not that unusual with such API development but it would have been helpful not to be as in the dark. However, I haven’t yet attempted ProductionOrderDetail endpoint and I’ll be trying that soon. I believe my development would

Has anyone found a way to link cases to target equipment?Use case is: We sell/install a serialized item at a customer and it becomes a piece of target equipment.  The customer contacts us with a question/problem on that specific piece of equipment.   It is important to be able to track case history for each serial number (aka equipment record).Maybe this is there and I’m just missing it.Thanks for any unput.Andy

 HiI have a requirement as follows.One of our customer is borrowing and lending inventory items with a third party company.in this operation no cash involvement will be happened and only the inventory will be exchanged between both parties.  Here to record the lending, they keep a virtual warehouse and transfer the inventory which is being lent to that third party company. and once they return those items, our customer is transfering those items from that virtual warehouse to their actual warehouse. But when they borrow inventory from the third party company, they do not record it in the system and utilize them for projects without doing any GRN or issuing. They are keeping a provision only with estimated values. But when our customer is returning items back to the third party company, items will be issuing through inventory issue and if there is any variance between the provision and the real inventory cost that amount will be charged to the P and L. How do you think we can process th

I have an SOShipment object and we store a value in INItemLotSerialKvExt.  We need to access the data via OData v4 and would like to get the value in a single call when accessing the SOShipment.  Essentially, for every SOShipLineSplit on the shipment, we want to get the INItemLotSerial → INItemLotSerialKvExt Logically, it seems I could get this data like this: SOShipment → SOShipLineSplit → INItemLotSerial → INItemLotSerialKvExt.  But those navigation properties do not seem to exist in the OData schema. Instead, the best I’ve been able to find is the following: SOShipment → SOShipLineSplit → INLotSerialStatusByCostCenter → INItemLotSerial → INItemLotSerialKvExt.  This seems a round about way of getting the value. Here are the pertinent schema nodes for the links above: <EntityType Name="SOShipLineSplit"> <NavigationProperty Name="INLotSerialStatusByCostCenterByLocationID" Type="PX.Objects.IN.INLotSerialStatusByCostCenter"> <Re

Team, I am using a GI to send reminders of Pending Approval for AP Bills, I am using the PX.Objects.EP.EPApproval, which is also the base for my email Template, and the only field that has the AP Bill Reference number is refNoteID, but when put as full code: On the GI, it shows as follows: According to me, this was working when I tested, but seems that something change, or I may be off a little bit, and it never worked. I could not relate the APINVOICE or any other talbe to the EPAPPROVAL table to get the related billl reference number to make this work. I really appreciate any insight. I put the GI attached.