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After reviewing the post where the company tree import is referred and having no luck with the examples, as the screen is changed, I tried to attempt to make it work but had no luck. Below is what my import looks like; also, I am using the Conctac Field as it is the only field that is allowed to be modified on the Company Tree screen. When I run the import does not give me errors, but it does not make any updates on the company tree. Let me know if you can see any errors on my import. I appreciate the help of the community! 

I have this call:###PUT {{url}}/entity/Default/22.200.001/TimeEntryAuthorization: Bearer {{authToken}}Content-Type: application/json {  "Summary" : {"value" : "Time entry summary"},  "Date" : {"value" : "2024-08-29T09:00:00" },  "Employee" : {"value" : "EMP001" },  "ProjectID" : {"value" : "CA.1001" },  "ProjectTaskID" : {"value" : "ANNUAL PAID" },  "EarningType" : {"value" : "VL" },  "TimeSpent" : {"value" : "08:00" }} The response comes back with an error (shortened):{ "id": "5fd70d80-0b66-ef11-96a7-00155dc9a206", "rowNumber": 1, "note": { "value": "" }, "error": "Inserting 'Time Activity' record raised at least one error. Please review the errors.",…"Employee": { "value": "EMP001", "error": "Employee 'EMP001' cannot be found in the system." }, Now, ‘EMP001’ definitely exists and is ‘Active”. I have even tried add the user to the “Administrator” role, but I still get the error. Any ideas would be appreciated.

Hello all,I have been looking out for ways where I have around 10 reports and I am looking that no one should be able to modify it. Not even a user who has the role assigned as Report Designer. How can I achieve this? Thanks.

I cannot figure out an elegant way to create the equivalent of “does not start with” in a Generic Inquiry. I’ve tried these things which I would have thought might work but couldn’t for one reason or another:Create a Condition to pull the Substring of the field I was looking for and say it does not equal the value I’m looking to exclude, however I cannot use a function in the ‘Data Field’ of a GI Condition. Still use “starts with” but find a way to create the negative of that, but nowhere in Acumatica do I see that as an option. Use wildcards to compare with the % character, however it seems like it will never satisfy the start of the string and only compare to the entire string (for example, when I tested making a condition where the value does not contain T% it works as if I entered %T% and will also filter out something that has text in front of the T like “ABCT1234” which is not what I want). Add it to the relation instead of a condition and compare a substring of the parent field

Hello Everyone,I have gone through the below article but would like to know that anyone worked on the GS1 barcodes? If yes, can you please help me with the inputs / sample code?https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=947c9182-7423-41db-8e2d-2472e5c38c79 

We would like to calculate new reorder points for purchased items.  Do I need to run a new forecast first?Thanks  

Obviously there is the choice to refresh every hour, day or week. But when does that happen? Is the start of the hour/day/week, or when the refresh rate was set?

Hello Everyone,We have requirement to add the Files in the FILES section using the ADD LINK button. Can you please help me how to add the Files using ADD LINK button from Code?  

Hello,I am trying to consolidate/combine Invoices for multiple Sales Orders through “Process Orders” screen. The Sales Order Type is of template Type “IN” that does not require Shipments.Important to note that Avalara is the Tax Provider. This functionality out of the box works fine when I don’t have Tax Zones. In other words, if there no Avalara involved, the Invoices are being consolidated through “Process Orders” screen. However, when I apply the Tax Zone Avalara, the system is creating separate Invoices for each Sales Orders. Note: Each Sales Order has different Ship-To Address. I believe this is the reason. Has anyone faced this issue? Any advise will be very helpful!Thanks! 

Hi, All I am trying to publish the Customization Projects of my dashboard but It shows some compilation error. I have Attach the error pics below. Please guide me on this.  

Hi everyone, We currently have an external system that has a field containing commodity information for inventory items. This needs to be imported into Acumatica, this is also going to be information regarding inventory/stock for our company.Currently we are trying to implement this in the CROSS-REFERENCE tab as an "Alternate ID" using the "Global" Type. However, this might not be the correct implementation as this could be used in the future for something else that is an industry as best practice.Our main question is, is there a better location/way to store this value in Acumatica? There has been a previous ticket that about commodity type but cannot see it in Stock Items, where should we be able to see it? Thanks a lot for anyone that can help me with this.

Hello,In the Process Orders screen, set the action to “Create Shipments”:It shows all sales orders within the selection dates.Even if there is no quantity in inventory.Shippers want to use this screen to ship everything they can, and this screen if perfect for that.  However, they only want to see what can actually be shipped.  There is no quantity on hand or quantity available shown that you can filter on. Am I missing something here?Is there another screen that will allow them to see all SO lines with an available quantity that they can ship from?I could write a GI or something, but then they have to open to SO and ship from there.  Shipping people shouldn’t need to ever open a sales order to ship it.Thanks!

Hi,We have a scenario where our POs only have one line item with the lump sum value of a contract or purchase, however when the invoice come it sometimes may have multiple line items where all of them reference the one line item in the PO.Is there a way to enter this AP Bill whiling linking all line items to one single PO line item? In my instance what I’m experiencing is that when I add the first PO Line Item using the add PO line button I’m only able to do this once as the line item disappears from the list next time I click add PO line. Any idea how to do this? Thanks Rafa

On many of our dashboard widgets we have set our “how often to update” feature to one week.  So the widgets should  update just once every week.  However, whenever we log into a dashboard, we have to wait for the widgets to update.  Is this updating to often a known issue? Is there a way to fix it? 

We are set up with the Acumatica Shopify connector for both US and Canadian transactions. We just implemented the Avalara connector.  We generate sales via Shopify in Canada and the US, as well as B2B sales within Acumatica.  For the Shopify transactions, we let Shopify calculate the tax, and we are not recalculating tax in Acumatica - no call to Avalara. However, in the Shopify connector, the tax is set to Avalara so that the tax code is automatically set up in Acumatica - I believe this is done by the Avalara connector and is an API call to Avalara.  At month end, we extract all the Shopify transactions for US states where we are collecting tax and import those transactions into AvaTax.   For all US B2B transactions, we enter the transaction in Acumatica and make an API call to Avalara to get the tax rate.  Upon invoice, the transaction is automatically sent to AvaTax. This means that whether or not we are charging tax in the ship to state, a call is made to Avalara for the tax. I’m

Thanks in advance.

Is there a way to have a secondy production order generated that is linked to a sales order line? For example if we enter a sales order line that calls for 10 units to be produced and production closes the order after only completing 5. (Or if production scrapped 5 units) Can another production order automatically generate for the remining 5 units required to complete the sales order line? Thanks

I am trying to clean up our customer credit cards that are on file that we have used years ago but are no longer active or they are expired. When I try to delete the Payment Method off the customer I get an error - Customer Payment Method (Customer #) cannot be deleted because it is referenced in the following record: AR Payment  I was hoping someone could provide me with an answer to this - will Acumatica not allow you to delete a payment method that is on an AR Payment even though that payment has been completed and closed out? 

Good morning,Other than Receivables - Customer Details.Is there screens accessible to most users that would show a customers transactions, whether it be invoices, credits, payments, etc?Trying to get some members of the the team accessible screens to look at when dealing with customers other than giving them full access to Receivables.or is it more plausible to just work behind the scenes to get them access to Customer Details?

Hi Everyone I have a customization package that have been developed on another consultant's locally hosted instance. They have used an extension library (.dll compiled project) where graphs have been extended to visual studios.I want to edit this customization package's graphs that have been extended via the .dll file. I tried importing the customization package to my local host and extending the extension library to edit the VS extended graphs but when I open the project, the graphs are not there and only an Example.cs class is loaded.What is the correct route to follow when editing graphs that has been extended to a Extension Library on someone else's local instance which you want to edit on your own local instance?

Hi Everyone,I hope this message finds you well.We are currently working on enhancing the functionality of the Appointment and Service Orders forms. As part of this improvement, we have implemented a notification feature that triggers based on specific conditions in the Service Order data whenever data is saved in either form.While the functionality is working as intended, we have encountered an issue where notifications are displayed multiple times. This repetition is unintended and impacts the user experience.Here is my codepublic delegate void PersistDelegate();[PXOverride]public void MyPersist(PersistDelegate baseMethod){    var row = (FSAppointment)Base.AppointmentRecords.Current;    if (row == null) return;    bool flag = AppointmentNTE(row);    if (flag == false) return;    baseMethod();}  public bool AppointmentNTE(FSAppointment row) {     if (PYNTEIgnore.GetFlag() == true)         return true;     bool flag = false;     if (row == null) return false;     //FSAppointment appoint

I have successfully created an employee using the REST API, but I need to link that to a user. However, I do not seem to find any documentation, or API, related to managing users.  Is what I’m trying to do possible using the API, or would an Admin need to use the portal to configure the relationship (Linked Entity)?

I am trying to tie together RC order types to related debit adjustments. I can add the relation on the RC under relation on the sales order document, but when looking at the now related ( bi directional) debit adjustment in the AP Invoice document, I do not know where to find the relation back to the RC. Am I missing something?

I added custom column in Sales Price Worksheet.I need to fetch that value from sales order.I am able to join and check date I wants to filter by inventory id as well. protected virtual void _(Events.FieldUpdated<SOLine, SOLine.inventoryID> e){if (e.Row == null || e.Row.InventoryID == null) return;ARPriceWorksheet objSalesprice = PXSelectJoin<ARPriceWorksheet, InnerJoin<ARPriceWorksheetDetail, On<ARPriceWorksheet.refNbr, Equal<ARPriceWorksheetDetail.refNbr>>>, Where2<Where<ARPriceWorksheet.effectiveDate, LessEqual<Required<ARPriceWorksheet.effectiveDate>>, And<ARPriceWorksheet.expirationDate, GreaterEqual<Required<ARPriceWorksheet.expirationDate>>>>, Or2<Where<ARPriceWorksheet.effectiveDate, LessEqual<Required<ARPriceWorksheet.effectiveDate>>, And<ARPriceWorksheet.expira

Hello Everyone,Can you please help me with the sample code to override the Create Appointment Popup → Create and Review button in the Projects screen.   Thanks in advance.