Discussion Forums

I am trying to clean up our customer credit cards that are on file that we have used years ago but are no longer active or they are expired.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.

Hello all,I have been trying to make a field remain as editable irrespective of the statuses of the document.I added this custom field → overridden the workflow I am figuring out the code that would be required to be added in order to make this field as editable.

Hello,we have couple of Material records for which we received the error, “Cannot mark the record as updated because another record with same key exists in cache. Contact your Acumatica support provider for the assistance”. How can we delete these records, when we tried to delete them we are getting error “AM Error: The batch contains released related transactions and cannot be deleted.” Can someone please help us.  

Hello!In Acumatica, we can create purchase orders by selecting mark for PO on sales order line level.Likewise, is there any ability to create bills without any purchase orders? 

When releasing in preproduction environment the following error is displayed: I have tried to replicate in my local environment this error but I don't get it, anyone has any idea?

Overall how many standard fields are there in Acumatica ? Is there a way in the system I could see the number of standard fields for a specific module ?

Hello everyone,I am trying out a no code customization project but can not seem to get the needed data which is the CustomerID selector to appear in the Non Stock Screen, is this possible?Thanks in advance!Mriver67

Hey guys, I have a Calibration Record screen which I developed.My requirement is to dynamically filter the available fields within the dropdown based on the SiteID of the Calibration Record.Does anyone know if this is possible? Aleks 

Hi All, I am using windows data center 2022. I have installed the acumatica instance and use the existing database. But after successful installation I am facing the below Issue. Attach is the picture of error. 

It appears the only option for selecting the subaccount on a reason code is from I - Inventory, P - Posting Class, R - Reason Code or W - Warehouse.  How do we indicate that the subaccount should come from the Project settings? If this is not possible, what strategies are you using to solve for this?

Hi to everyone.Can anyone help me?A few days ago I activated the backflow of materials, we work with different warehouses and each warehouse has locations, therefore, each location manages inventories.I release production orders for specific locations of the same warehouse, my logic would be that when materials are consumed, they would be from the location where the work is being done, but when I check the materials that were consumed, I see that they are consumed from different locations.Is there a way to force it to only take components from a single location? For example, this order should be working on the location 46-99-1-A-1  These are my production settings:  

when i Post this invoice to IN it gives me no error but its not posted to IN what can cause this problem ?  

Has anybody come across an issue where if you select export to PDF of a form i.e. an invoice and open in Edge the paper size shows incorrectly so should be A4 but the size converts to 288 x 396 mm but if you open the same PDF with Chrome it shows correctly 216 x 297 - causing issues for one of our clients as they send out to customers and their scanning solution doesn’t manage to capture the full data due to the size.  

Hi community,Our tenant was upgraded to 24R1 on 8/23.  We then found we were unable to pull shipping rates via FedEx.  Checking the FedExRestCarrier plug-in configuration revealed the upgrade had removed all data in the following fields:  Client ID, Client Secret and Login Endpoint.I logged into our 24R1 upgrade sandbox and noted that the data for those fields was intact.  The upgrade applied differently to the sandbox than it did our tenant.I re-populated the data in our tenant and clicked on Test Connection, resulting in error:The test failed. Details: The authentication failed: NOT.FOUND.ERROR The resource you requested is no longer available. Please modify your request and try again.Obviously, availability of FedEx’s API is not the issue.  And our other FedEx RESTful integrations remain fully functional.Did anyone else have this issue?  If so, has it been resolved?  We have had a support ticket in since 8/23 with no results.Thank you,

Is it possible to import a list of payments in order to create a bank deposit? My customer has potentially thousands of credit card payments that make up their daily batch deposit. It would be easiest to import these from an Excel file provided by the card processor when creating the daily deposit.

I have created a business event to trigger when a sales order is created with a linked source from a CRM sale quote.  It is working however if first gets an error from the Avalara tax. The error will clear and tax will calculate once it’s saved a 2nd time.  I would like to resolve the error however.  I believe this is due to the tax calculating at the entry which is the same time the business event is triggering.  Has anyone else experienced this?   TYI

We are setting up a client with eSign that uses Adobe Sign in 2023 R1 Construction Edition, The credentials connect fine in Acumatica and when trying to click “send” with a document from Acumatica it errors out with a red box but no error message.  I have successfully setup Docusign in the past and it is a bit different but worked fine.  I think the problem is redirect URL, but I copied it directly from the documentation with the prefix of the client instance, but I may be missing something here. Here is the connection, so this part is working: Error message when clicking the “ESIGN” button in the middle of the screen:Redirect URL Format: