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Does the customer portal support row level security?

We are currently on 24R1, upgrading to 26R1 soon.  Is there a way to create a clock entry for multiple employees at once?

Hi, allI create PXCacheExtension<PMProformaLine> and add new custom field.Next i override method BillTask. In this method base functional create PMProformaTransactLine line = new PMProformaTransactLine();And when i try this  AKTPMProformaLineExt lineExt = line.GetExtension<AKTPMProformaLineExt>();I get this error. GetItemExtension failed. 

Hi,In the 2024-R1 I don't see the Total Cost field on the Purchase Receipt - Summary area. Is this a change with 2024-R1?Please refer below screenshots. 2023- R1 2024-R1 Thank you,Dulanjana

Hello all, I wanted to share a tip that threw me of course today. If you use an attribute field in a formula in a Generic Inquiry which is aggregated at all, this will throw an error similar to this: To overcome this, you should add an Inner Join to the table which holds the attribute with the following data field links (in this case I will use Inventory Item as the example): The NoteID link ensures that the right record is selected, and the AttributeID link ensures that the right attribute value is selected. In your results grid, instead of this: You should use this:  Once you had switched out those values you will be able to load your GI:   Happy GI Building!

Is it possible to link a fixed subaccount to a Customer/Vendor?For example: I want all transactions for Customer A to automatically use subaccount AAA-0000-0000.Can we do this in the settings? Thanks!

Found in Sale Demo 2022R1:An Opportunity with an approved Sales Quote does not have the option to Create Service Order (or Sales Order) in More / Actions, but same Opportunity with same quote in draft status allows action to create Service OrderWhat am I missing ? 

This might seem like a duplicate topic, but I tried the things in this previous topic to no avail: When I click the Plus to add a new record, the entry screen opens, but it is not the actual entry screen.  It opens a read only screen that shows the last record returned by the GI, AND it is not even formatted like the entry screen.  If I select a record to edit, it DOES open my custom screen and it allows me to edit.In the web site, when you open the GI and click add, it works fine.Here are some screen shots of the GI: Clicking Plus shows this: Tapping an existing item shows this: This is the Mobile App code:add screen GI990120 { type = SimpleScreen add container "Result" { fieldsToShow = 7 containerActionsToExpand = 3 add field "CallDate" add field "CustomerName" add field "ReminderDate" add field "LocationName" add field "Status" add field "Category" add field "Summary" add containerAction "insert" { behavior = Create } add containerAction "e

Hi Everyone,Has anyone overridden the "Generate" button in the PO Receipts > Line Details popup?I need to split a line quantity (e.g., 190) based on a custom field BreakQty (e.g., 60), so it generates lines like: Line 1 – 60 Line 2 – 60 Line 3 – 60 Line 4 – 10 Each with a new sequential lot number.Thanks in advance!

I am facing an issue in Acumatica Modern UI on a specific screen.When I navigate using the Next button, the system moves to the next record, but the data is not displayed (screen appears empty or does not refresh properly). However, when I use the Previous button, the data loads correctly for the same record.This issue occurs only in Modern UI. In Classic UI, both Next and Previous buttons work as expected and the record data is displayed correctly. How can I resolve this issue?

In the Estimates screen of Acumatica ERP, I am trying to add a new tab in the Modern UI as per the requirements, but it is not working. Could you please suggest what might be missing?HTML: <template>    <qp-tab after="#tabTotals" id="tabQuoteInfo" caption="Quote Info">        <qp-template id="QuoteInfoForm_CstPXLayoutRule48_30" >            <qp-fieldset id="tabQuoteInfo_fsA" wg-container="QuoteInfo_tab" view.bind="QuoteInfo" >                <field name="CustomerID"></field>                <field name="ContactID"></field>                <field name="Length"></field>                <field name="Width"></field>                <field name="Height"></field>                                     </qp-fieldset>    </qp-tab></template>TS  import {    PXView, PXFieldState, PXFieldOptions, linkCommand, gridConfig, graphInfo, columnConfig,    GridColumnShowHideMode, GridColumnType, TextAlign, Grid

Not so much a question, but more of a confusion on my part.I had an Acumatica hosted client today all of a sudden lose their Modern UI fields from a few customizations. Changes to a customization were applied Sunday and published. Everything was there this morning days later, everything was fine, then at some point in the middle of the day Modern UI changes disappeared. The customizations were still published, hence my confusion.So I published them again and they were back. But why would they just disappear in the first place? Has anyone seen this? Or is there something I should be aware of?I looked in the system monitor under system events and no events would lead me to believe there were any changes to the published customizations today otherwise (I filtered by Source for Customization and the only results for today were when I republished). It just seems so strange that I’m almost embarrassed to even write this post, but I’m legitimately confused.

I have a Generic Inquiry that was created from scratch. It is published to the UI & it is exposed over Odata.  It is a combination of 3 source tables.  PX.Objects.CT.Contract; PX.Objects.PM.PMForecast and PX.Objects.PM.PMForecast details.Within Acumatica itself this rendering as I want. The results grid shows each column with the desired custom captions.  This all appears to be working as desired.If I try to connect to this OData feed via Excel\PowerQuery via OData there are issues when I try to navigate to the actual result of the GI.Specifically the Custom Column that I created as a concatenation of two columns doesn’t appear to be in the dataset and there is at least one column not currently in the definition of the GI that IS showing up.  I *think* that this was the previous iteration of the GI as I was working on it.  My question is that after “saving” the GI with the desired updates, do I need to re-publish to the UI to have my changes visible on the OData feed?  

Hello,My client needs to upload a lot of disposed Fixed Asset in Acumatica.When I did the upload of arraund 5,000 FA I didn’t have problems with the fixed Assets with Active and Fully Depreciate Status, but when I try to import disposed FA the sisten generates active status for disposed FA. Please can you help me with the step by step of the upload of Dispose Fixed Asset by Import Scenarios?Thank youKarolina Ramírez.

Is there any reason why Related Items is not enabled on Blanket order types? 

I have configured a Export Scenario in the in a Test tenant to Export out some updates to a customer in Acumatica to Salesforce. "Export to Untick MYOB Sync Field in Salesforcev2". However I'm running into the Error: "The Column 'Id' is not found in the dataset".I want to untick a field in Salesforce. Please assist with the configuration of my Export Scenario Attached are the Errors Export by Scenario: Attached is my Export Scenario: 

Hi everyone,I'm experiencing a strange behavior with a custom action in a processing screen (similar to Process Orders).The Issue: When the process finishes, the "Processing" summary dialog appears correctly (showing 1 Success, 0 Errors, etc.). However, when the user clicks the "Close" button, the loading spinner appears briefly, and then the same success dialog pops up again. This creates an infinite loop where the only way to exit is to manually refresh the browser page.Observations: This happens even when the process is successful. It occurs across multiple different custom actions I've developed. I am using PXLongOperation.StartOperation to handle the logic.  Code Snippet: Below is the logic for one of the actions causing this: public PXAction<SOOrder> FRcreateTransfer;[PXButton(CommitChanges = true), PXUIField(DisplayName = "Create Transfer", MapEnableRights = PXCacheRights.Select)]public virtual IEnumerable frCreateTransfer(PXAdapter adapter, [PXDate] DateTime? shipDate

Hello, I made a business event for the purpose of sending out an email notification whenever a purchase receipt occurs against a purchase order. I watched a training video and also took note from the last Acumatica convention, but for some reason my event is not triggering at all. I also have a question about the email template itself. Here was the first setup I tried:  I expected the above to work as-is, but when I receive a purchase order, the business event is not triggering at all. The business event history is blank and no emails are waiting to process.Example of new receipts added on today’s date: I noticed that the employee-facing screen for PRs is actually PO3020PL, so then I tried changing to that screen instead, but then the “trigger by action” option completely disappeared, and it still does not trigger.That attempt: If someone could please advise what I could have wrong in the above set up that’d be great.My second question is for the email template itself on the same event

Hi everyone,Has anyone here actually used Global PayEx integrated with Acumatica for both AP automation and AI cash application?Global PayEX ERP IntegrationI see they officially support Acumatica integration on their website, but I'd love to get real user feedback on how it actually works in practice. Any overall impressions or things to watch out for?Thanks! 

Hello, I currently have a GI set up to display an amount with a decimal that is two digits in so we can display it as 1111.00. Does anyone have any tricks for getting the value to add commas in after the hundredths place? Below is my current config.=iif([ComplianceDocument.LienWaiverAmount]=null,'-',left(cstr([ComplianceDocument.LienWaiverAmount]),instr(cstr([ComplianceDocument.LienWaiverAmount]),'.')+2)) Thank you,Justin Long 

We find ourselves in a position where the subaccount structure that we have is very unhandy to modify or extend. Yes it can be done but it’s cumbersome and will make reporting look very messy as subaccounts will overflow all standard text fields.Acumatica has virtually 0 flexibility to change anything with an existing subaccount structure. How do companies that are growing, adding new regions, new business divisions etc do this? A 20MM business does not have the same reporting needs as a 50MM/100MM/300MM business.You can’t plan the future perfectly and it feels like there’s no flexibility in Acumatica’s subaccount structure for this change and growth. Does any one have suggestions for how to handle this?Specifically: There are two entire segments of our subaccount structure that I would like to eliminate, and insert another segment between two existing ones.Coming from QB, we fundamentally misunderstood the term “subaccounts” to mean something similar to what QB means. I wish Acumatica

Hi, I need to build query which will extract ‘Landed Cost Nbr‘ field value from “Landed Costs” in Purchase Receipt entity,I guess the query must look something like that :  https://acum2025r1.arts.com/AcumaticaERP/entity/Default/24.200.001/PurchaseReceipt?$filter=ReceiptNbr eq '020305' and Type eq 'Receipt'&$expand=LandedCosts but I am not sure how to properly add “Landed Cost” field to endpointI tried to add LandedCosts group for purchase receipt same as I added ‘details’ group, It created separate entityHot to extract landed cost nbr properly ?

Hi Everyone,How to customize the Report Definitions screen to add the fields under the Default Data Source Settings for the PM Type.  

Hi All,I want to change the Freight Price and Amount on SO303000. I tried few different way but can’t make it. My most current request.I send PUT request to endpoint SalesInvoicewith body:{  "ReferenceNbr": { "value": "INVSP212099" },  "Type": { "value": "Invoice" },  "FreightDetails": [            {   "OrderNbr":{                    "value":"SP219039"                },                "OrderType":{                    "value":"SP"                },                "ShipmentNbr": {                    "value": "SHP297504"                },                "ShipmentType": {                    "value": "Shipment"                },                "FreightAmount": {                    "value": 0                }            }        ]}This will add a new line not update the current data. Do anyone have been done this before? Thank you.

While trying to import “users’ with the user type of “Portal External User” I encounter an error: “Unable to link employee with guest user. Do you want to proceed operation and remove link?” I have tried adding the dialog box with the answer of yes and it still doesn’t work.Import Scenario