Discussion Forums

Greetings all,I’m trying to mass update the value of a Business Account attribute, ideally through a Generic Inquiry. I’ve got the inquiry written, and it joins multiple tables including Contact (the ‘parent’ table) and Business Account. (I want to update the Business Account attribute values based on values at the Contact level.)But when I search the ‘Mas Update’ field list, I’m only seeing fields from the Contact table.Must I write a new inquiry with Business Account as the ‘parent’ table in order to see Business Account attribute fields show up in the ‘mass update’ area?I’m confused, because since my Inquiry returns Business Account attributes I assumed I’d be able to update them.Props to Sergey Marenich for writing this article https://asiablog.acumatica.com/2016/09/mass-processing-using-gi.html

I'm faced to a behavior in caches that I don't understand.I created a custom DAC, say MyDAC.In a graph, I create an instance of this DAC like this :PXCache myCache = myGraph.Caches[typeOf(MyDAC)];MyDAC myDacInstance = myCache.Insert(); So far, so good : at this moment, myCache contains one record in its inserted collection (I can check it via debug mode in Visual Studio).Then I modify the properties of the "myDacInstance" object :myDacInstance.xxx = 10;Finally, I update the cache with the following instruction : myCache.Update(myDacInstance); And then the magic happens: instead of having a single record in myCache, I have two ! Each of course has exactly the same characteristics (even for key properties), so on saving, the system throws an error indicating that there are duplicates. It looks like the Update method fails to recognize that a record having the same key values already exists in cache and create a new record instead of using it.I checked for key declarations in MyDac and ev

We have two different customer numbers set up for the same job location.  (One under the old owner name and one under the new owner name)  Both have have history so we cannot make one inactive or delete it.  Is there a way to merge the two customers together?

☘ Hoping I get lucky here!Has anyone developed a customization to purge the AuditHistory table?I’m thinking a simple screen called Purge Audit History with a PURGE button, a Days Old field, and a Save button so the Days Old value can be saved for the next time you launch the screen.When you press the PURGE button, it would delete records in the AuditHistory table that are more than the Days Old value that you input on the screen. The SQL Code would be something like Gabriel mentions here: Bonus points if you could add a schedule to this screen, but, honestly, I’d be perfectly happy to manually press the PURGE button. I just need a way to clear a table that has grown out-of-control.If no one has developed this, maybe someone like @Yuriy Zaletskyy or @Gabriel Araujo could develop this and resell it to interested people like me 😀

Hello,How can I add a new column for Employee ID selector field on the Line level of Invoices & Memos (AR301000) → Details tab. So when the user would manually select the Employee ID the system should automatically fill in the Employee Name in a second new column. Thanks.

Hello,Does anyone have an export scenario for EFT file for Canadian localization?Tried to use the base Acumatica export scenario, but that is throwing errors when exporting the file in batch payments screenAny help would be appreciatedThanks,Swetha Reddy 

I am having an issue where only the first line or second line of my import scenario is attaching to my case and not both.   

We have several vendors that will provide free freight if we order a specific dollar amount (ex. $3000).  Has anyone found a way to document this type of discount in the purchase order document so the buyer knows they can get free freight if they increase the PO amount to $3000. 

Hi ALL,With Analytical Reports. Which paper kind should I choose to be able to print on full A3 paper size with Portrait layout?  There is blank space that does not display data even though there are subsequent pages. Best Regards,NNT 

Hi,I need to retrieve the FinYtdBalance field value from the GLHistory table for specific AccountIDs (e.g., 10000 and 10001) and display these values in separate columns but in a same row within a report. Additionally, I want to calculate and display the difference between these values in another column in the same row.I have attempted to achieve this using variables, but it didn't work as the report designer processes line by line. When the report processes the values for AccountID 10001, it doesn't have the values for AccountID 10000, making it difficult to calculate the difference. I also tried using sub-reports to retrieve these values, but this approach was unsuccessful.Is there an effective method to accomplish this in Acumatica Report Designer? Any guidance or detailed steps on how to implement this would be greatly appreciated.Thank you!

I’ve imported various Excel spreadsheets of data (Customers, Vendors, Inventory Items etc.) but am having an issue when trying to import some finished goods. I can’t see anything obviously wrong with the import but I keep getting the error below. Any ideas on what could be causing this? 

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hello all,Can anyone guide me out as to where can  i find the company’s or branches’ bank account details? i know about how to set the up for Vendor part but for own company where I can setup?Thanks.

Hi everyone, I feel like this probably has an easy answer but I cannot find it anywhere. I have looked through the screens and the help files. Our customer is importing GL transactions through the GL file. This last one they sent failed. We realized it is because, on the import file, the transactions are not ordered by the transaction ID anymore. When the import scenario goes to import, it fails because it is only seeing part of the transaction (since the other part is farther down in the file). Is there any way to set in the import scenario that when the file is prepared, it rearranges the order of lines by the transaction ID number assigned to it?

A lot of the goods our company sells are TLKs - Top Level Kits, essentially bundles of items that are purchased and stocked separately, this means that a lot of the goods we actually sell are non-stock items, made up of various stock items.I want to make a screen that shows the TLK and it’s components in an easily readable fashion. Ideally, the screen would look something like:[row 1] TLK1 Description price etc[row 1.1] component1 Comp1Description etc[row 1.2] component2 Comp2Description[row 2] TLK2 ~~~[row 2.1] ~~~and it would repeat that for each item. If the item is a TLK then underneath it it would have extra rows showing details about all of its components. Basically, like a join between InventoryItem and INRelatedInventory, but being able to access all the data from both the TLK and its components. I’m pretty new to customization projects, and this is my first time attempting to make a new screen with one, so any help would be appreciated. Acumatica doesn’t seem to let you put a

When a service order is generated which requires parts that are make to order, how does Acumatica generate demand to build the product. Make to order parts on sales orders can be seen in the create production order screen, but I am not seeing make to order parts from Service Orders.Our situation is that customers with service contracts get replacement parts on a regular cadence.  The schedule generates a service order with the make to order parts on it.  The parts on service contract are make to order because they require the production team to assemble and program them.In our old system we had a person constantly entering these service contract parts orders and releasing production orders.  Trying to streamline in Acumatica.ThanksPeter 

How can I use the most recent currency rate for a calculation in a GI. The currency rates are constantly being updates so when the field is pulled in a GI it is pulling all the effective rates instead of just the most recent one. Has anyone had experience with this/been able to use just the most recent currency exchange rate? 

Our purchaser often receives new pricing for items and we would like to update the cost of goods before we place a purchase order. I understand that last cost of goods is updated upon the inventory receiving process, but how can we update costs without placing a purchase order?Most of our items are FIFO and I see that “Last Cost” is an editable field. Is that the best way to update costs?Thanks!

Acumatica returns “Object reference not set to an instance of an object.” when I attempt to filter by a portion of the batch number using “Contains” in Batch Payment Nbr. field of Cash Account Details screen. If I use “Equals” with the entire batch number, Acumatica returns “No Records Found.” I end up having to filter by “Is Not Empty” to narrow the results down to payment batches only. From there, I can clearly see the very same batch number that Acumatica could not find with “Equals” or “Contains.” How do we fix this? Thanks!

 Hello! I am new to customization so I apologize if any of this is hard to follow or a strange approach, I am actively learning and very open to input.  Also, please ignore the title as my original post was a bit of a rabbit hole question regarding a misstep I took in solving this issue. My issue is in regards to seemingly hidden business logic that I cannot make sense of. I am currently attempting to add a contact selector to the Shipment (SO302000) that allows me to select a contact and updates the Ship-To-Contact area of the form. In my graph extension, the fields under the ship to contact area are getting updated by those of the contact I choose in the top right. However, this interaction only works when the "Override Contact” checkbox is ticked. I attempted to remove the checkbox, however that makes the fields in this area all permanently disabled. I am confused by this behavior as it seems to me like removing the checkbox should remove the enable/disable behavior of this area, bu

Customer is finding large number in there daily ERP transaction count on their Process screenCan someone confirm the ERP Transaction count in the example belowcustomer is running create shipment on a automation schedule of Proess Orders every 10 min there 173 - 175 records shown on history for each process - see below there are 171 -172 records that have a warning an do not create shipmentQuestion:  are the 171 - 172 records processed each 10 min but do not create a shipment considered in the ERP Transactions count? 

I have an appointment that was completed by our field service team.  It shows completed in the Appointments GI, but when we go to select it we get an error that completely prevents us from opening the ticket.  It looks like a field reference error, the issue is we cannot get into the Appt anymore to troubleshoot.  Any ideas? 

How to get OData in Client Timezone through Generic Inquiry??In a databse it is store in UTC

Hi,I need to remove this Inserted cach while keeping the Updated cach as it is.Is there any way to achive this?Thanks.   

Hi everyone!I have a custom popup and I need to clear view’s cache on the popup closing (after clicking on the close button). is it possible to track the window close event?I also found the OnClosingPopup attribute, does anyone know in which cases it is used?[PXButton(OnClosingPopup = PXSpecialButtonType.Cancel)]