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Hi, how do I change this Inventory ID selector to Location ID instead? Thanks 

When any user creates PO and status of PO change to open, I want to automate notification email to Finance Workgroup when PO status open. To all member in finance workgroup. Please help me.

Hi everyone, I have an issue when trying to add a fourth column to the form. I can't align the 3rd and 4th columns with the others.Here is my HTML <qp-template modify="#form-Receipt" id="form-Receipt" name="14-17-17" class="equal-height" qp-collapsible wg-container="document_form"></qp-template> <template remove="#fsColumnC-Receipt"> </template> <template modify="#form-Receipt"> <qp-template id="fsColumnC-Receipt" after="#fsColumnB-Receipt" slot="C" view.bind="Document" name="1-1" class="equal-height"> <qp-fieldset id="fsColumnC-Receipt-Original" view.bind="Document" class="highlights-section" slot="A"> <field name="OrderQty" pinned="true"></field> <field name="ControlQty" pinned="true"></field> <field name="UnbilledQty" pinned="true"></field> <field name="CuryOrderTotal" pinned="true"></field> &lt

Is that possible to integrate Azure maps in address provider of 2024 R1 Acumatica?

Hi, In the Modern UI, I added the grid and it is visible, but the Add and Delete options are not appearing. However, these options are available in the Classic UI. Please refer to the screenshot below for reference.Classic UIModern UI  HTML  <template>    <qp-grid modify="#gridImportLocations"></qp-grid>    <field name="UsrKNSPCPOrderImportWarehouse" after="#groupOrder FIELD[name='OrderType']"></field>    <field name="UsrKNSPCPEnableLocationWarehouse" after="#groupOrder"></field>    <qp-grid id="santhosh" view.bind="TaxZonedetails" caption="Tax Zone Mapping" class="framed-section col-12" after="#groupSubstitutionLists"></qp-grid></template>TS import {  PXFieldState,  PXFieldOptions,  PXView,  updateDecorator,  removeDecorator,  featureInstalled,  FeaturesSet,  placeBeforeView,  placeAfterView,  placeBeforeProperty,  placeAfterProperty,  graphInfo,  viewInfo,  gridConfig,  columnConfig,  treeConfig,  controlConfig,  linkCommand

I need to display Purchase Order approved and the last person who approved the PO.In a GI or SQL it is simple to return the data for this as an Aggregated value Max on the ApproveDate. The table relationships: EPApproval Table and link it to POOrder using RefNoteID = POOrder.NoteID.How can this be achieved on the Report designer? Where will the Filter be applied?Retha

Hello,Can you please help me add a custom button on the Payments tab of the Sales Order screen?In which extension should the new button be created?When I try to add it in the Sales Order extension, I get the following error message. 

Hi,I couldn’t find a complete guide on how to create a GI that used Audit History, so I wanted to share my success with creating one, in case it helps someone out there looking for something similar. Our business scenario is that we would like to create a report that lists all of the changes made to suppliers’ bank accounts as a control. To do this, we created a GI that listed all the changes made to the “Account Number” field within the “Payment” tab of the AP303000 form. Note: We already had the audit history functionality enabled for the field: To do this, a join was done on the AuditHistory table and AP.Vendor tables. Because the AuditHistory table only has the “CombinedKey” field as the Key, the join required filtering out the bAccountID (first 5 characters) from the Combined Key and joining it with bAccountID from the Vendor table: Note: If you added the CombinedKey field to the GI it would come up something like this:Which if you then looked at the Audit History screen, you’d be

I 'm working on a customization where I need to allow users to select a DAC (for example Vendor, Contact, Location, etc.) and then dynamically display the list of available fields for that DAC so the selected field can be saved for later processing (similar to a generic Inquiry screen). The DAC is resolved dynamically at runtime, and the requirement is to list all usable fields (including standard DAC fields and extension Usr* fields) without hardcoding them. I tried to find a way by investigating Generic Inquiry screen, but I was unable to find working solution #region FullDACName [PXDBString(255, IsFixed = true, InputMask = "")] [PXUIField(DisplayName = "Full DACName")] [PXStringList( new[] { "PX.Objects.AP.VendorR", "PX.Objects.CR.Location", "PX.Objects.CR.Contact", "PX.Objects.AP.BAccount" }, new[] { "Vendor", "Location", "Contact", "BAccount" } )] public virtual string FullDACName { get; se

Hello everyone,We are encountering an issue with the Shopify connector for Acumatica24R1 regarding the synchronization of Business Customers (B2B). Both Company and Customer entities are active and both in bi-direction. Here’s the scenario:A business customer categorized as an organization is set up in Acumatica, with several contacts and locations. When this business customer was synced to Shopify, a Company was created using the same name as the business customer in Acumatica. All contacts were synced in Shopify as Customers associated with the newly created Company. The locations were also synced successfully, which looks good. During the next sync (in the aforementioned bi-directional direction), several new records were synced under the Customer entity. Upon reviewing the synced customer records, we discovered that the connector had created new Acumatica Customers, categorized as Individuals—one for each contact of the existing Business Customer (Company). This resulted in the dup

We are about a year into using ACM and are still refining our reporting specifically around product availability.We take at once and future orders(a year or more sometimes) and our planning department is trying to get a shortage report based on a inputted time fence. We allocate inventory to orders 60 days out. We are trying to write a report to see where were are short of inventory in a 90 day window and a 120 day window. Short is defined as a)total on hand inventory, less hard orders b)total on hand inventory less hard order and forecasts. I was going to create a GI based on item time fence to net out the appropriate elements from PX.Objects.AM.AMRPPlan. This seems cumbersome, how are other doing this?  

Good day,Is there an easy way to change the CRM Activity Email body from HTML to plain text.  I have tried a number of formulas (Html2PlainText) that are not supported by Acumatica. I have all the required fields but they want to body of the email included on the GI.Thoughts?Thank you.​@evangrill 

We created a Purchase Order and tagged it to a Project. A prepayment was then created against the Purchase order and processed completely through check printing. however, the prepayment amount paid to the vendor is not reflecting in the Project Balances or in the Cost Budget.At the moment, the Full PO value is showing as the committed amount in the Cost Budget, which is expected. however, the Prepayment amount itself is not appearing anywhere in the Project balances.I think the Prepayment amount is reflecting to the Project “X”.Could you please confirm, whether any configuration is required, or am I missing any process step to make the prepayment amount reflect correctly in the Project balance or cost budget? 

I am curious if anyone else is using claude code to help with integrations with Acumatica. Specifically Skills and Agents that assist in building with the REST API. 

I have a processing screen with PXFilteredProcessingJoin where the main DAC is Customer with LeftJoin<CustomTable> and LeftJoin<Location>.In the grid I display Location__CPriceClassID field from the joined Location DAC.Problem: When I click the Selected checkbox on a row, the value in Location__CPriceClassID column disappears. It comes back when I click the checkbox again.Here is my view[PXFilterable]public PXFilteredProcessingJoin<Customer, CustomFilter,     LeftJoin<Location, On<Location.locationID, Equal<Customer.defLocationID>>,    LeftJoin<CustomTable, On<CustomTable.customerID, Equal<Customer.bAccountID>>>>,    Where<CustomTable.example, Equal<Current<CustomFilter.example>>,    And<Where<Customer.lastModifiedDateTime, GreaterEqual<CustomTable.LastUpdatedDate>,     Or<CustomTable.LastUpdatedDate, IsNull>>>>> Customers;and delegatepublic virtual IEnumerable customers(){ List<PXResu

One of my clients receives a payroll file with no header records. They can import into Quickbooks by mapping the data field to the column in the excel file. Does Acumatica allow this type of mapping? For example, Column A = Date, Column B = Amount...In the Data Provider or Import Scenario can I specify Column A = Date?

In SO entry the Branch on the line and the selected Warehouse must be the same currency. “The CHINA branch specified for the CHINA warehouse has other base currency than the RBYTEMAIN branch that is currently selected.”While the Generate Intercompany sales order process works across companies and currencies, seeing the stock in other companies is necessary (Warehouse field on SO Line). If the warehouse was able to be selected, then the create shipment would proceed and the invoicing would result in an intercompany transactions No need for separate purchase orders, generated sales orders, generated PO Receipts etc. Currency is the limitation. Intercompany functionality presumably doesn’t handle currency conversion. Are there any plans to enable picking on overseas warehouse domiled in different currency?

Hi Acumatica, I created a Sales Order with an Order Type of TR, and my requirements is to hide some of my transfer documents to specific users. Is there a way to configure this requirements? Thank you!

Hi,We would like to extend the user inactivity timeout to 8 hours, and we have already updated the setting accordingly.However, users are still being logged out before the expected time. Could you please advise how we can resolve this issue?Thank you.

We have instances where we are issued a credit from a vendor (which is a debit adjustment in Acumatica). We may not use them for future purchases for a long time, so we request a check be issued to us for the outstanding credit. When we receive that check,  can I apply it to the debit adjustment?  

Customer has 8 companies in Acumatica.  3 of those may have branches.   The branches would only be needed for requests/PO/s for their different ship to addresses.How are people handling the addresses that need to print on the PO?   Right now, when I go to create requisitions, I may see 30 approved request lines, and they can be from multiple companies or branches.When grouping them together on a requisition, I have no insight into which company or branch this came from.   I want to group request lines by branch and vendor for the requisition and then turn that into a PO.Seems there has to be an easier way than drilling back to each request to see what location it belongs to.  Is there a way to setup a location that can be chosen on the request line shipping tab and not need those additional branches?   I think one time in the past; we had users change the shipping destination type to customer and that customer was setup with the shipping locations they needed.   That seemed clunky thou

Hello I am reconciling my Monthly tax detail report with my GL account 2045 (Sales Tax Payable) and noticed that  5 Invoices with sales tax are not showing on Sales tax payable GL account. All others are showing up.. Any idea why? The invoices are created from appointments if that helps 

I am probably missing something simple here, but we are struggling with inventory items be auto marked for PO on appointments when when the tech has the item along and there is plenty of inventory available. Only some items do this. Is there a setting in the inventory Item that is affecting this? 

I checked demo sales company assignment map and approval request is the same. but when I active empty company, they are difference. I try with both. but it works only approval. Please guide me  

 ​@lauraj46 Looking for assistance with placement of the attached sub-report within the main report so that all the fields line up within the main report. Still trying to navigate all the data fields accurately, so always welcome to better ideas. I could whip this out easier in even an older version of SSRS.