Discussion Forums

Is there a way to change the Display Value of a data value added via customization project, or is there a way to edit the Display Value of an existing data field?I added a checkbox for ‘Urgent PO’ to the Purchase Order Screen PO301000 and I want to change it to ‘Critical PO’ 

I wanted to embed an External Images on the Report Designer, Is there a way to do it?

I am trying to set up a dialog box that can contain links to different versions of a Quote/SO print out.I am open to different variations of how this can be done but this mockup is the rough idea... Salesperson hits the Print Quote button as usual A Dialog box opens and has all of the options of the report to choose from which then will populate in a new tab as it does now. Does not have to be a checkbox option - can be dropdown. They will likely know which one option they want to print. I am also open to avoiding the dialog box at all if there is a way to list all of the versions as links under the printing & emailing header. Each version has been mapped to the Site Map. I just need them to be able to choose which version they want printed based on their sales scenario. While they could do this from the workspace menu under Printing, I’d prefer them to be able to utilize the Print Quote button from the SO screen.   Any ideas are appreciated! 🙂 

How can I remove the access to set the option of ‘Close’ as a status for most users in an Appointment or a Service Order? We would like most users, like data entry or service technicians to be able to set the status of ‘Complete’ but not ‘Close’ - We want to control this option to 1 person that will review the Service Orders/Appointments before billing and closing them. Is there an easy way or do we need to make edits/changes in a customization project?Thank you in advance!! Appointment State Diagram 

We make use of a few branches, and our setup is done on several subaccount levels, I want to find out if it’s possible to set up rules that will accommodate an employee of a branch, to book transactions or time on the same branch but a different subaccount and then allowing the cost the be transferred to the subaccount used. 

Does anyone know where I can find the Access Rights needed to allow a Role to Recalculate Price on a Sales Order?As an Admin, I have this permission, but the Sales Base Role we have doesn’t have the option.We are currently on version 2023 R1. 

Hello all,I have been trying to add a time field in acumatica. I know how to add a single field on detail level: We have the option to add a date field but how shall I add only a time field?Thanks in advance.

Does anyone have a recommendation for how to make a list of what Generic Inquires use a specific table or specific field?  This would be useful when Acumatica makes a change to a table (INSiteStatus) or field (AMReplenishmentSource) so we can quickly edit our GIs that would be affected.  I know I can have a GI list all of our GIs, but not sure how to look deeper into them to get this information.  Possible?

Hi,I have created a Database Script to increase the length of the PayItemCD field from 10 to 20, but I can't seem to find where to do this for the on-screen field shown below.I can type as many characters as I like into the Pay Item field, but once I click into another field, it cuts it down to 10 characters.I have updated the MaxLength property of the field, but that hasn't seemed to help.Is there another way to increase the length of this field?Kind regards,Andrew Enter as many characters as I want After clicking out of the field, text is shortened to 10 characters Max Length property set to 20 

Has anyone also noticed that the global / universal search in Acumatica is not returning 100% of the possible results since we did the update for R1 2033.   For example not all customers populate, not all invoices etc…  Any feedback on this would be greatly appreciated.

Hi Everyone,Was wondering if anyone is aware if the Acumatica-LotSerialNbrAttribute package has plans to support the IN307000 Kit Assembly screen? 

Dear ALL,Go to Access History screen > Select User as admin > Operation: Access Screen => We see a lot of screens being used even though this admin User has no Log-in during this period.  Please help us explain. Best Regards,NNT

Hello!Is there a reason there would be a balance left in my deposit clearing cash account after i have already done all the deposits and “cleared” the cash out?Any help would be appreciated! :)Thank you!

Hi,We have a client who is using the  “When Used” method of tracking serial numbers.  They have issued a part to a production order and it has failed in the assembly, we need to “un issue” the defective part and S/N and issue a new one.  We have tried to create a negative material transaction for the part and get this error “The material cannot be returned because the item with the SD-5874-4623-00007 lot or serial number has not been issued for the RO WO-000286 production order.”  We are copying the S/N from the material transaction for the production order in question.  Is there a way to un-issue When Used serial numbers from a production order? Appreciate any insight or ideas!

View & DAC public PXFilter<TestViewDAC> TestView; [Serializable] public class TestViewDAC : PXBqlTable, IBqlTable {     #region      [PXDBDecimal(2)]     [PXDefault(TypeCode.Decimal, "0.00", PersistingCheck = PXPersistingCheck.Nothing)]     [PXUIField(DisplayName = "Test Total", Required = false)]     public decimal? UsrTestTotal { get; set; }     public abstract class usrTestTotal : PX.Data.BQL.BqlDecimal.Field<usrTestTotal> { }     #endregion     #region       [PXDBDecimal(2)]     [PXDefault(TypeCode.Decimal, "0.00", PersistingCheck = PXPersistingCheck.Nothing)]     [PXUIField(DisplayName = "Test Amount", Required = false)]     public decimal? UsrTestAmount { get; set; }     public abstract class usrTestAmount : PX.Data.BQL.BqlDecimal.Field<usrTestAmount> { }     #endregion } TS Codes:  Html Codes:  The compiled UI is not displayed, but the UI settings are gray. 

I am currently customizing the check remittance report and I’m trying to get it to total up the dollar value of the invoices before the cash discount is taken. I can get it to work unless the amount of invoices exceeds the number of lines on the remittance, in which case it only totals those currently contained in the report with the following expression =SUM([APPrintCheckDetailWithAdjdDoc.AdjdInvtMult]*[APPrintCheckDetailWithAdjdDoc.AdjdCuryOrigDocAmt]). How can I get it to sum all of them?  the APPayment DAC doesn’t appear to contain that amount anywhere so the report needs to add it up somehow.  Any help is much appreciated.

Hello,I am having an issue trying to find where in the access rights I can allow a role to create activities & tasks on a Lead record. The users can create and view tasks from the task screen as well as relate the task to a lead. But on the lead page, the activity buttons are grayed out. I have a sandbox environment where the same users with the same roles are able to create activities on lead records. I cannot find the difference between the two environments. Thanks for the help,Tyler  

We are having an issue with our 3-way match.Issue PO - ok Goods received - ok Invoice received, but cost/quantity does not match PO for some reasonI’ve read that we’re supposed to do a return transaction and then re-receive, but we often can’t do the return transaction, because doing so will throw us negative (and the system kicks an error that won’t let us proceed….we actually have negative inventory enabled).What is the best way to proceed in this case?  

Hi All,So I’ve got a costing question for a stock item and I hope I can explain it well enough for someone hopefully to help me out!I currently use landed costs for many additional costs for PO’s (shipping/delivery/surcharges, etc.) and it works great because the parts get received into inventory and then the cost go directly onto them.I’m having an issue with stock items I have created for ‘outside processing’.  Once they are received in on the PO, they pretty much get moved thru the production order and the parts stay in inventory for about 5 minutes so if we get a landed cost later, the average cost of that stock item never gets updated because the quantity of stock is zero.I’ve tried doing WIP adjustments to the production order and do not see the costs carrying over.  Does anyone have any other ideas or suggestions on how to get these additional costs into the stock item?

Hi,Do you know how transactions are picked into the “Reconciled Documents Dated After < Reconciliation Date> “ . And how can we fixes the difference? Appreciate your help. Thank You,Dulanjana

Hi All,we created a GI and published to UI with granted for all roles, next we created business event with GI and added a email subscriber and schedule also. Now in system monitor we are getting below errorwe are in 24R1, version 24.107.0004. Can someone please help us what the issue is about.ContextScreenId = GIXXXXXXContextUserIdentity = adminCurrentCompany = companyEventID = Scheduler_SchedulerThrewExceptionEventIdSourceContext = SchedulerException =PX.Data.PXException: Error: A site map node with the screen ID GIXXXXXX cannot be found.   at PX.Data.PXGenericInqGrph.CreateInstance(String screenID, String prefix)   at PX.SM.AUScheduleMaint.CreateGraph(String graphName, Boolean secure)   at PX.Data.Process.ScheduleProcessor.ProcessSchedule(AUScheduleMaint graph, AUSchedule schedule, Object key)   at PX.Data.Process.ScheduleProcessor.TryProcessSchedule(AUSchedule schedule, AUScheduleMaint graph, Object key, DateTime nextrun)

Hello everyone,How to fix the above error? This is an order placed in BigCommerce from a B2B customer. Also, to add context: the user used to placed the order is a super admin, that “masquerades” the Customer, and place order in behalf. Not sure if that is related, but just mention if can help.

We are hosted on Acumatica’s platform, but we have two servers. I’m assuming (for lack of information) that this is a load balancing situation. We have two urls ourname and ourname-process. We are told it shares the same database. We were told we only need to install on the main server, so we install on that server. However, randomly, when we install, it causes issue. After install:Main server functions as normal. Process server:All pages are white when loaded. It loads the menus, etc. API connections to the server break with a 500 error. We can still login to the process server.I’m attaching a screenshot and the package that broke the process server. Again, it works fine on our dev server (same version), and it works fine on our live main - just breaks the production. 

 Anyone managed to import compliance > common attributes (CL301000) to vendors at all? We can import all the other standard compliance values per supplier but we don’t seem to have the ability to select any compliance common attributes from compliance preferences or have that compliance common attribute available on the import scenario, any info would be appreciated. Thanks  

I did a very large import of contacts for a sales campaign going on and it seems that roughly 6,000 of the 8,500 contacts imported did not populate the state field despite them all following the same state name formating for the import. however if I select the contact individually in the Import and re import the contact it populates the state field without producing a duplicate contact (usually). is there something wrong with my mapping that is causing this?