Discussion Forums

I created an import scenario to mass create refunds in the AR payments and applications page. The actual creation of the refund has worked but I was also attempting to pair the refund with a SO of the CM type that is already created. Below is the error I am getting: This is my import scenario (XML is also attached)  

I have multiple companies set up as branches under the same tenant in Acumatica. I need to ensure that a user can only see and transact within their assigned company and not access others.

We’ve configured our Acumatica instance to use Microsoft Entra SSO. It works well, except when there are nested group assignments in our Active Directory groups. How do I get Acumatica to recursively find users assigned to a group. Here is a scenario:User: BillyBilly’s Direct Group Membership:   grpBranch1   grpFieldLevelAuditBilly’s Nested Group Membership:   grpInternalUser is a member of grpBranch1Acumatica Linked Active Directory Role Assignments:   Branch1 linked to grpBranch1   Field-Level Audit linked to grpFieldLevelAudit   Internal User linked to grpInternalUserWhen Billy logs in, he only gets these role assignments:   Branch1   Field-Level AuditHowever, even though Billy is a member of grpInternalUser through group nesting, he doesn’t get the Acumatica Role: Internal User.I can confirm that the nested group assignment works with the on-premises Active Directory nested group mem

Hello community,How can I setup and test an FTP connection in acumatica?Is this only via File Synchronization?

I am trying to automate the creation of a Sales Order and Shipment, I have a GI with the lot serial information and the customer linked to that item, and a business event to trigger when I want it to. I would like for a Sales Order to be created for the same item, and the lot serial shipped so that all that we have to do is invoice the customer. I am using an import scenario and a business event to get this to happen, but I am stuck on literally the first thing.  I keep getting the error of ‘Customer ID cannot be empty’ and everything I have tried will not fill in the customer for some reason?  I haven’t even been able to test the rest of the import scenario because I can’t get past the customer. Here is my import scenario, is there something I am doing wrong on the first line? Why is it not able to get the customer filled in? 

Use case: We have some expense items configured to post to job-related GL accounts and others configured to post to G&A GL accounts.  How can we enforce the correct pairing of these expense items with projects on expense receipts?Scenario 1: A user creates an expense receipt for the purchase of job materials and enters an expense item that posts to a job-related GL account.  How can we make the entry of Project/Project Task/Cost Code required for this scenario and prohibit entering Project X - Non-Project Code?Scenario 2: A user creates an expense receipt for the purchase of office supplies and enters an expense item that posts to a G&A GL account.  How can we force the entry of Project X - Non-Project Code?  

Hey community,I have a scenario where my file would be imported via ftp. Everyday one single file will be imported but the name of the file would be in the following format: file-import-<datetime>So in this file name <datetime> is variable. So will acumatica import the same file into the same import scenario with the variation in the ending name of the file? if no then what are the possible ways? Is there any option to define an expression or maybe just before the import it changes the file name and then import it ? 

Hi everyone,I'm looking for a way to audit a specific user's activity in Acumatica. Ideally, I want to view a detailed history or trail that includes all screens the user interacted with and any changes they made across the system (such as record updates, document edits, field-level changes, etc.).Is there a Generic Inquiry or report that provides this kind of audit trail? Or is there a recommended approach or customization to capture this level of detail?I’m using 2024R1

The user would enter the serial number when it is received, but I want to limit the length and format of the number.

In this Coffee & Code session, we will be joined by Nicholas Bova (Acumatica) to discuss Dependency Injection. We'll explore how Acumatica developers can use the Autofac framework to manage and resolve their external services. We will also demo a logging service that showcases how the dependency injection design pattern can be used to write more modular and testable code. We hope developers of all experience levels will gain practical insights that they can apply to their everyday applications.Nicholas BovaSenior Software Developer 

Does anyone have experience accessing the following internal field while importing?CurrentDocument.CuryUnbilledOrderTotalI need access to it because I want to remove a cancelled order line, get the new unbilled $ amount, and then enter that number into the “applied to order”I BELIEVE I can’t simply do math on what I am removing, as there’s an external tax calculation that needs to happen after removing the line and saving the order  

Acumatica markets its software as being sold based on the number of transactions the customer performs. So in theory, it should not care about the hardware specs of an individual client server that is running Private Cloud, as long as they are operating within the limitations of their transaction count (Acumatica will care with regards to servers it hosts on clients’ behalf, because there is a cost impact to Acumatica of provisioning more performant/expensive servers).However, if you look at the help documentation, you get statements like this with regards to Private Cloud subscriptions (https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=54ef574c-0adf-48a0-b5be-d3438a6e5400):When your organization purchases a Private Cloud Subscription (PCS) or Private Cloud Perpetual (PCP) license for Acumatica

I need to press the CAPTURE button on code level.I found its action method is declared in CreatePaymentExt class, so I call it from the extension. I tried to access the method hardcoding the name. SOInvoiceEntry soInvoiceEntry = PXGraph.CreateInstance<SOInvoiceEntry>(); var paymentExt = soInvoiceEntry.GetExtension<CreatePaymentExt>(); paymentExt?.captureDocumentPayment?.Press(); //soInvoiceEntry?.Actions["CaptureDocumentPayment"]?.Press(); As the CAPTURE is a background operation, I added this after Press(), but noting actually happens.  PXLongOperation.WaitCompletion(soInvoiceEntry.UID);I tried also PressImpl(), again no result. I try to run this logic from a Processing screen. Here is its view. The filter DAC has Serializable attribute.

The Additional Sorting condition does not seem to be working.  To explain further, here is the sorting/ grouping done in the report designer. However, when we tried to use the ‘Sales Order.Sched. Shipment’ in the Additional Sort and Filters: Additional Sorting Condition which doesn’t seem to be working. I even tried to output the Sched. Shipment Date in the report itself. I hope you can help Identify what I am doing wrong. I have attached the actual report just in case you may want to take a deep dive on the report. Thank you so much for your time in looking in to this. 

We have several assets with NBV of $0.00 and beyond the end of Useful Life, but the status of the asset is still Active, while the status on the Balance tab shows Fully Depreciated. See below: How do we get the statuses to synch up? This is not the case with all assets with no NBV.Thanks.

Hi, we are in the situation where we often have 1 quoted amount for multiple items. We are not provided per item pricing and some items are not in our inventory.Items are typically shipped over time, so we are receiving incrementally.We have need to track the quantities with descriptions, so we’ve set up non-stock “quoted lot” for items not currently in inventory, and use stock part numbers if existing. These are on the PO at zero cost. We have found that when received, the line items with $0 cost are not flowing into the project cost code transactions. How do we pass this info to the project without requiring a cost to be received on the PO? 

Sales Orders screen has Inventory’s availability calculation on the screen’s bottom part. How can I add that line of On Hand, Available, Available for Shipping and Allocated values on another Acumatica screen where again a Stock Items are visible?  I need to add it on Purchase Orders screen. Would I need to create an extension or only editing the Screen Editor would be enough?

Hi,I have a processing screen that operates on a non persisted DAC that works in all respects except that the select box on the lines throws an error.  I feel like I’m missing something super simple here,When the screen loads it looks like the below:The grid is populated by details Method (rows 24 to 85 below) which makes a single API call on a 3rd party piece of software, The MASCProcessDetail DAC is non persisted, and none of it’s properties are persisted (eg [PXDBInt], [PXDBDecimal],...).  There are 2 key fields CommissionID and Line Number which uniquely identify each record.

I want to prevent a custom page from loading based on a condition.  For example, I want to put an expiration date on my custom application.  When the application date has expired, I want to prevent the page from being accessed.  I’m trying to roll my own security on my custom app.I found documentation that used this scenario:public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.someFeature>();If I put public static bool IsActive() => false; in my graph, should that prevent the page from loading?  It doesn’t seem to have any effect.If that is not the way to do it, does anyone know how?   

A midsize company we use slack for easy communication and notification.  Has anyone tried to integrate slack with acumatica task for notification? We have not been able to get acumatica task notification working properly, maybe something we don’t have turned on via our settings but I think we would like to move to slack notification.   Thank you in advance for any suggestion, help. Jose 

I’ve been trying to set up a business event to run whenever a new entry is added, but this event never runs. I can get it to trigger with “Trigger with Action”, but by Record Inserted produces no results. 

For the tariffs in Acumatica, we are looking at using a document discount (with the discount % being input as a negative).  We are wanting the sales order line discounts to post to one GL account and the discount used for the tariff to post to different account.  What is the proper way of setting this up in Acumatica?

hello,i’ve created a RD report and i was expecting the tree view to work, however it is not showing up. I found a post mentioning that finance reports are based on the unit set, and non-finance reports use the groups.   i have several groupings in the report, for customer, salesperson and invoice. I have tried different settings with the Navigation depth:  It’s just not popping up...does anyone have any insight into this?  Cheers

I can not get process and process all to show up on this graph:     public class RecycleSeries : PXGraph<RecycleSeries>    {        [PXProcessButton]        public PXProcessing<Series> SeriesRecords;        public PXSelect<            SeriesDetail,            Where<SeriesDetail.seriesID, Equal<Current<Series.bookSeriesID>>>>            SeriesDetailRecords;                public RecycleSeries()        {            SeriesRecords.SetSelected<Series.selected>();             SeriesRecords.SetProcessDelegate(Process);             SeriesRecords.SetProcessAllVisible(true);             SeriesRecords.SetProcessVisible(true);         }Removed Process handler for clarity.Could the aspx be messed up?I have this for the aspx: 

I am trying to create the move transaction (AM302000) automatically after releasing the material record when the custom button (Create Move Record) is clicked in the materials screen (AM300000).This is the code I have attempted below it is now creating the move transaction successfully for records where Lot/Serial Number and Parent Lot/Serial Number are the same but gives the following error for records where Lot/Serial Number and Parent Lot/Serial Number are different.The transaction cannot be created for Production Order RG PP000504 because the 1H4N7820 lot or serial number has not been preassigned.Example Record to Be Created in Move Screen