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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. 

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?  

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