Discussion Forums

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: 

This is my first time using Dependency Injection in a customization project.I’m able to use it as expected in a few different places, but in this particular class, when I try to call a method from the service, a null reference exception is thrown. I have this service injected in a different class and it’s not throwing the error.Any help would be appreciated as I’m new to this!  

I’m currently getting an ARSalesPrice (PX.Objects.AR) object using this:                            sp = PXSelect<ARSalesPrice, Where<ARSalesPrice.inventoryID, Equal<Required<ARSalesPrice.inventoryID>>,                                   And<ARSalesPrice.siteID, Equal<Required<ARSalesPrice.siteID>>>>>.Select(newGraph, InventoryID, “WHSE01”); However, this returns the first (old) row in the Sales Prices (AR202000) screen.  How can I get the newer Effective/Expiration Date row?

Acumatica Customer Portal PaymentsAllow your customers to view and pay their invoices in Acumatica Customer Portal using Acumatica PaymentsThis webinar will cover main features and benefits, installation, set-up steps and common payment flowsPresented by Igor Leybe (Acumatica - Senior Director Technology Partnerships) and Chris Elliott (Acumatica - Product Manager Payments) Presentation link: AcuPortalPaymentsWebinar2024.pptx

A SO shipment is processed on an item and shipped An invoice is processed and released After a while the item is returned A CM is created on that Shipment Enter the Pick Pack Ship screen and enter @soreturn The field requires a shipment number which is entered  error message appearing on both scanner and PC “shipment cannot be returned because it has the I operation”That is it but sitting with support who cannot provide a solution or answer. 

How to set @PeriodStart and @PeriodEnd for example: financial period is from 1 APR  to next year 31 MARso I want to set Period start from 1 APR  and Period end 31 MAR.where can I set it. thank you

Hello. I am currently trying to create a business event to execute the "Release" action whenever a new record appears in a General Query. Unfortunately, it's not working. Can someone help? here is my import scenario.This action will remove the hold on the order. However, when I activate the 'Release' action within the import scenario, it's not functioning as expectedI've created a separate GI to display all open orders. Additionally, I've set up an event to trigger when a new record is added to this GI. Finally, I've created an import scenario solely for releasing change orders, but unfortunately, this isn't working either. Could someone please identify the issue causing this problem?Thank You.Best Regards.

In a sales order, I initiate a document exchange via e-sign so that the order confirmation is signed.However, this document should not only be in the sales order, but should also be stored in the customer.Is there a way to automate this?The manual method of adding files and links is cumbersome.Thank you! :-)

Hey, Whenever I send out and process an email, it copies the email to the sender. This has left our customer service account flooded by transaction emails. Is there a way to turn off copying the sender on emails?

Hello everyone,Hoping to get some clarification on the configuration of a GI (file attached), that will allow me to show each line item of an invoice and not group them together.  Also attaching screenshots to show.  Everything on the line items in the Invoice matches exactly for the Item in question.  Customer bought 2 of the same thing twice instead of just buying 4 for whatever reason.  I’m just hoping to get this GI to be able to show that, when this occurs.Invoice: GI Result: 

Hi ALL,Is there any function to add or subtract Period in Report Designer without using text string concatenation?+ Period is in the format 'mm-yyyy'+ Example: ARTran.FinPeriodID = 05-2023=> ARTran.FinPeriodID - 12 Periods = 06-2022=> ARTran.FinPeriodID + 3 Periods = 08-2023 Best Regards,NNT

Working on a import scenario that will update the warehouse and location that the operation step is pulling inventory from.When I run the import, I get the following error:I have confirmed the spelling and punctuation of the location is correct and in my system.  I’m assuming the error means it can’t find that reference in the system, but maybe I’m missing something else?

Hello everyone, Looking to mass copy BOM to make new BOMs that have a different Warehouse.  Here is what I have so far:When I run the secnario, I get an error message that says the following:View name:DocumentsWhat does that error refer to?  What am I missing?  I know the first half of my Import works, becuase I used it to Archive BOMs, which worked as expected.  There is something I am doing wrong on the Action Copy. Any help would be great.  Otherwise, I’ve got 733 BOMs to update!!!! :(

Good day,I am looking an efficient way to create a tile that would show the LY Sales MTD.  I would assume I need a formula but nothing seems to work using the current, eg. between MonthStart-12 and Monthend-12.  Or something similar using the @Year or @today.  Nothing works correctly.Basically, it would report on the sales for the last year current month by order date.Any assistance would be greatly appreciated.Thank you@Evan G 

I have a pivot chart and want to add a calculated column.The pivot chart is from the opportunities GI - I have rows by customer, a columns for quantity of won quotes and total quantity of quotes.  I want to add a calculated column for % of won.   Thank you! 

You might not be allowed to view this area. Access to Knowledge Base, Product Downloads and Ideas is controlled by your assigned role in Acumatica CRM. If you require access, please work with your business account administrator to assign you the proper role. Im not sure I understand who I need to work with to get this update. We are integrating with SWK. Can they deal with this issue or would this be Community Support?  

Customer upgraded to 2024R1 and in a SO - associated with a Project, when a customer location is change on the SO header the project disappears, and disassociates all the details lines Project and Project Task. 

Has anyone thought of a way to track project lien rights expirations based on last labor or materials furnishing date and open AR invoices? An example would be if I last furnished labor on a project 80 days ago (last Project Transaction date is 80 days ago) and I’m still not paid (the AR Invoice is still open) and based on the project location State lien law I have to file within 90 days or I lose my lien rights.  I would like a Business Event to trigger an e-mail subscriber giving me 10 days to get my lien filed.Right now we’re doing this manually by reviewing the last Project Transaction dates on projects whose AR invoices are late on the AR Aging report.  Sound doable in-house?  Go talk to my service provider?  Too complex for anyone to accomplish?  😁Thanks!    

Hello everyone,How to effectively map meta fields of BigCommerce order in the Entities mapping of BigCommerce connector under Formula editor?This doesn’t work. (order is the namespace and orderType is the key) 

Hi all,My use cases: I have to grant access to a person in charge to create a generic inquiry, and this user doesn't have permission to see other generic inquiries from other people.  I tried the following step, but it did not work. This user can still see this GI.Step 1: Revoked this Generic Inquiry from this roleStep 2: Grant access to insert in generic inquiry screen Is there anything I dont know about this?Pls advice me if you have any idea.Thanks in advanced.

I’d like to add a new menu item on the dropdown for the action field on SOCreateShipment (SO50100).The Action field is defined as follows:#region Action[PX.Data.Automation.PXWorkflowMassProcessing(DisplayName = "Action")]public virtual string Action { get; set; }public abstract class action : PX.Data.BQL.BqlString.Field<action> { }#endregionDigging into the PXWorkflowMassProcessingAttribute via VisualStudio (because I think think we don’t have the source for that attribute) I see that it expects to look back at the calling object for a class called WellKnownActions and from that class it builds the string list.Should I cacheattach that field and override with a PXStringList?Or should I just add the action through the workflow editor which seems to be fairly easy to do.

Keep on receiving below error when invoice is generated from sales order or from invoice. SO Invoice is created but with incomplete status.We are using AVALARA as an external tax provided and the issue is only encountered after upgrading to 2024R1.There is a known issue published in Acumatica site which is below but the first condition is not met. 

When we “send notifications by email” on a batch payment for expense receipts, the system shows “The operation has completed” but the outbox (All emails CO409070) doesnt show those emails…? What is missing or have to be done to notify my employees that they will receive a fund transfer for the related expense account? Thank you

Hi All,I am looking for a GI for Inventory movement with the following conditions/parameters:A period that can be selected – ie from date to date. Select different groups or categories to run an overall movement report – this is for movements on individual items only Run a movement per supplier Show Item Class and Item Category Average unit cost