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This custom C# attribute will create a selector from an Acumatica ‘combo’ attribute.[PXString(10, IsUnicode = true)][PXDBString(10, IsUnicode = true)]public class DXSelectorFromComboAttributeAttribute : PXCustomSelectorAttribute{ protected string _AttributeID; public DXSelectorFromComboAttributeAttribute(string AttributeID) : base(typeof(CSAttributeDetail.valueID), typeof(CSAttributeDetail.valueID), typeof(CSAttributeDetail.description)) { _AttributeID = AttributeID; SubstituteKey = typeof(CSAttributeDetail.valueID); DescriptionField = typeof(CSAttributeDetail.description); } public override void FieldSelecting(PXCache sender, PXFieldSelectingEventArgs e) { if (_AttributeID is object) { var view = new PXView(sender.Graph, true, GetSelect()); view.Clear(); foreach (CSAttributeDetail attributeDetail in view.SelectMulti(_AttributeID)) { view.Cach

HiWhen there is a nil value in the sales order form, the line level normally shows an error message saying there is 0 value in the inventory. The error message was showing for some time. But now it does not demonstrate on the form even though the inventory balance is 0. is there a special option to enable that error message? 

I have build this GI. Everything is good. I just want to get the result in % between 1 and 100. Can someone help me please.this the formula im using=(  Sum(    IIf(      [ARInvoice.DocDate] >= '2025-01-01'      And [ARInvoice.DocDate] <  '2026-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  )  -  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ))/NullIf(  Sum(    IIf(      [ARInvoice.DocDate] >= '2024-01-01'      And [ARInvoice.DocDate] <  '2025-01-01',      [ARInvoice.CuryOrigDocAmt],      0    )  ),0) * 100this is the result i am getting now 

 I added the project task description next to the project task field in the classic version, but in the modern version, the project task description field is placed at the end, as shown in the image. How can I make the project task description next to the project task in the modern version?This is the code I tried to write, but it's not working. .tsimport {  PXFieldState  } from "client-controls";import { AR301000,ARTran } from "src/screens/AR/AR301000/AR301000"; export interface AR301000_SKModernUICST extends AR301000 {}export class AR301000_SKModernUICST {}export interface ARTran_SKModernUICST extends ARTran {}export class ARTran_SKModernUICST {    ARTran__TaskID_description: PXFieldState;} .html<template>    <qp-grid id="gridDetails" view.bind="Transactions" wg-container="Transactions_grid">          <field name="TaskID"></field>        <field name="TaskID_description"></field>      </qp-grid></template>

Is there a way to have a “generic” attachment that goes out with every sales order or invoice?More specifically, we would like to include ACH and Wire information every time we send our customers a sales order or invoice. I would rather this be an attached document than in the body of the email. Is it possible to have a document that is always attached every time a sales order or invoice is sent?

I have created this report in GI. Everything looks good until I found out the grouping is not work well.   After I view the inquiry, I released that some of my price class did not group 

I am currently working on the Dunning Letter functionality in Acumatica.The requirement is to send different email notifications for each Dunning Letter level (for example, Level 1, Level 2, Level 3, etc.).Each Dunning Letter level should have: Its own email template Different email content and tone based on the severity of the overdue status The correct template selected and sent automatically when a Dunning Letter is generated for that specific level Each email should have Outstanding Amount in Dollars I want to understand the best approach to configure or customize Acumatica so that the system sends the appropriate email template corresponding to the Dunning Letter level.

Hi everyone,I’m working on an Acumatica label report that uses a custom Numbers table (UsrNumbers) and a parameter (QtyOfLabels) to control how many labels print.I’m seeing very different behavior depending on where the report is executed, and I’m trying to understand what the correct pattern should be. Setup Parameter: QtyOfLabels (Integer) Custom Numbers table: UsrNumbers Relation (simplified): <RelationRow>   <ChildField>Number</ChildField>   <Condition>GreaterOrEqual</Condition>   <ParentField>=CInt([@QtyOfLabels])</ParentField> </RelationRow>   Behavior I’m seeing1. Acumatica UI (Report Preview / Print) If QtyOfLabels = 5 Using GreaterOrEqual The UI prints exactly 5 labels, which looks correct If I switch the condition to LessOrEqual, the UI prints: 5, 6, 7, 8, 9, 10, … (all remaining rows in UsrNumbers) So the behavior appears to be tied to how UsrNumbers.Number is seeded (it does not start at 1). 2. Scan gun / Device Hub

Hi,I have a smart panel with unbound DAC with single record. There is a dropdown field in this smart panel grid. User can manually select a value from this dropdown field. The problem is the user selected value not getting when I click OK button. I tried with commitchange property. This is not working. When I assign default value through code that value will get assigned always.Any assistance would be greatly appreciated

Hello everyone,I'm having the following scenario: I’m having the following code related with the Shipments screen in which I’m supposed to have 2 grids a separate tab called “Truck Information”, the grids are one for the Truck Information and the other is for Related Purchase Receipt Information. What I’m trying to achieve is when there’s an existing truck information data, when the user selects that row, the linked PR;s with this truck should be automatically displayed (reloading the graph or better updating the cache if possible). At the moment it’s almost working but the user has to automatically refresh the Related PR’s grid using the actions refresh button and the idea is that to be automated. There’s an existing functionality made by Acumatica in another screen (Complete Bidding) and the tab with the same functionality is called Bidding Results. The idea is the same but I’m not able to automatically refresh or update visually the cache. The selection does work. I’m open for any a

I am working with the standard DAC ARRegister and need to change the logic of the calculated property SignBalance.Standard implementation: public virtual decimal? SignBalance{    [PXDependsOnFields(typeof(docType))]    get    {        return ARDocType.SignBalance(_DocType);    }    set { }}My requirement is to have SignBalance calculated using custom logic, i.e. the getter should call my own method instead of ARDocType.SignBalance.

Hi Team, Do you know whether Acumatica supports E invoicing concepts. Do we require any customizations? Regards,Nithya

Hello everyone,We’re in the process of switching to a new bank (we’re based in Canada), and I’m trying to make sure everything is set up correctly in Acumatica. Unfortunately, our financial contact from our supplier is away on vacation right now, so I’d like to get some clarity in the meantime.Specifically, I’d like to know the recommended steps for:Adding the new cash account for the new bank.Ideally pointing it to the same GL account as the original bank account (so reporting stays clean).Getting EFT set up for the new account.If anyone has experience with Canadian banks and Acumatica EFT setup, I’d really appreciate a walkthrough or best practices.Thanks in advance for any guidance!

Hello,Can someone please explain to be how and why inventory inconsistencies occur in the system which gets rectified when the inventory recalculation is executed. I have seen in many client instances where the quantities are sitting in SO booked or SO backorder however when looking into the inventory allocation details no transactions are available for these quantities. and once the inventory recalculation is executed the quantities refreshes to the correct value.Can anyone explain to me why this happens in the system please?thank you so much in advance and appreciate your kind support in this.  

Does anyone have any experience with separating a branch of your company into a separate company or separate tenant in Acumatica?  We have entered into a membership agreement with another entity and need our Foundation (currently a branch of our company in Acumatica) to be completely separate with its own set of customizable financial statements.  Just wondering if we should make our foundation a new company under the same tenant or create a completely new tenant in Acumatica???

I have introduced a new custom AR Document Type.I am encountering an issue during the release process within the ARReleaseProcess graph. Specifically, the standard method CreateSelfApplicationForDocument fails when trying to insert an ARAdjust record for my custom document type.Here is the standard code logic where the error occurs:public virtual ARAdjust CreateSelfApplicationForDocument(ARRegister doc){    ARAdjust aRAdjust = new ARAdjust();    aRAdjust.AdjgDocType = doc.DocType; // My Custom DocType    aRAdjust.AdjgRefNbr = doc.RefNbr;    aRAdjust.AdjdDocType = doc.DocType; // My Custom DocType    aRAdjust.AdjdRefNbr = doc.RefNbr;   // Error occurs validating this    // ... setting other fields ...    aRAdjust.Released = false;        // The error happens on this line:    return (ARAdjust)ARAdjust_AdjgDocType_RefNbr_CustomerID.Cache.Insert(aRAdjust);} The Issue: When Cache.Insert(aRAdjust) is called, I get a PXSetPropertyException stating that the AdjdRefNbr cannot be found.It seems

I am working with a dev team and they are connecting a website to Acumatica.  We are trying to get to the Related Items data on a Stock Items.I created a new endpoint named RelatedItems.  I have created other endpoints this way and they have worked, but the dev team is reporting this one is not working.  What is different about this one? Testing this in Postman generates an error.   I also had the dev team try the web service on the screenI created a new endpoint named RelatedItems.  I have created other endpoints this way and they have worked, but the dev team is reporting this one is not working.  What is different about this one?Web Service for RelatedItems  Fields that are available for RelatedItems The web service attached to the Related Items screen also generates an error when called.This is from the Web Services Link on the Acumatica Related Items screen 

for most of the dashboards I can not click create user copy. Where do I found that and active it for select users? 

Can someone provide instructions for entering Taxable Fringe Benefits? I need to enter personal use of a company vehicle for our owners for 2023.

I am trying to create a simple api handler as part of a customization using System.Collections.Generic;using System.IO;using System.Web;using Newtonsoft.Json;namespace SampleAPI{ public class SampleApiHandler : IHttpHandler { public bool IsReusable => false; public void ProcessRequest(HttpContext context) { context.Response.ContentType = "application/json"; context.Response.Write("{\"status\":\"ok\"}"); } }}I published the customization and changed web.config  <add name="SampleAPI" path="api/sampleApi" verb="POST" type="SampleAPI.SampleAPIHandler" resourceType="Unspecified" preCondition="integratedMode" /> But I am not able to call it, it times out, am I doing anything wrong?

What is the process if items were purchased on a PO and that PO was linked to the wrong Job or Service Order?  So essentially I have something on J123 and I need to move it to J456.  Right now all we have been able to figure out to do is create a fake return and credit memo to clear the wrongly assigned PO, manually close out that PO, and then recreate a new PO through the correct Job or Service Order. But this is creating messy accounting records. Is there a better way?

Today i met an interesting case. When i assign into “Task ID” new value for display “Номер Замовлення” for example. And “PROJECT TASK” into “Замовлення”. Mobile brokes.Here language isn`t matter. If i write English words i get same result as i describe below.SM200540 You can place here value on your own.In old UI we have same WSDL sceme fieldName. Like on screen below Turned off MUIBut in modern UI fieldName Differs Turned on MUIas a result mobile markup brokes up and TASK ID disappears. So imagine if we have 2 languages, selector will be displayed only in 1?Please share your experience. How we can handle this localized names.

Hi everyone,I’m experiencing an issue while exposing a custom Generic Inquiry (GI) to the Acumatica mobile app.Here’s what I’ve done: I created a new GI based on the AMOrderType DAC and added two fields, including the key field Order Type and same Navigation. There is also a system GI (AM-OrderType) based on the same DAC, which includes all fields in its results grid. Both GIs work perfectly in the web UI. I tried both enabling and disabling the  “Expose to Mobile Application” for both GIs and added them as new screens in a custom mobile project, mapping two fields for each (using WSDL → Result Container → Field Names). I also updated the Site Map with their respective screen IDs. After publishing, both screens appear under the “Other” tab in the Acumatica mobile app.However: The system GI displays data correctly. The custom GI shows the error: “Object reference not set to an instance of an object.” Additional details: Both custom and system GIs work fine when exposed in a

Hi, Can anyone help me, I have created custom field in Stock Item - IN202500 and retrieve data from from Attribute - CS205000. but, not showing data. bellow screen capture in stock item screen and my DAC   

Hey, gang - One of my customers is looking to establish thresholds for Customer Statements.  In their words, “Some months we would like to run statements for accounts having over $500 balance and others a $0 balance.”On the Print Statements (AR503500) screen, I simply added a filter and applied it to the Statement Balance field.  Has anyone else in the community managed thresholds like these for customer statements?  If so, what things did you do to accommodate this?