Discussion Forums

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

i am trying to figure out how to have the pro forma report attached to the email when i am sending the AR Invoice to my client. is there any whay that i could have one big attachment that would inclute the AR invoice, followed by the pro forma, as a detailed reference of the invoice? thanks

Does anyone know if it’s possible to manually trigger a Shipment document to sync to ShipStation? Our client has configured the ShipStation integration to only sync Shipments with certain Ship Via codes to ShipStation. However, sometimes orders are placed and the Shipment document is created with the wrong codes, so they don’t get synced to ShipStation.Is it possible after changing the Ship Via on the Shipment document to trigger the integration to sync the revised Shipment to ShipStation?

Hello, my company recently started with Acumatica, and we are using the time activity and timecard approval workflow in parallel. The idea is that project managers approve all time activities and the employee’s people manager then approves the whole timecard. The problem with the setup that we are experiencing is, that managers already see the timecard in their approval screen before all time activities are approved. They now have to open each timecard to see if all activities are approved. That is causing a lot of frustration as managers with 10+ employees have to open all timecards one by one over and over to see if they can be approved.Has anyone found a way to make timecards only appear in the approval screen once all time activities are approved? 

We are on 23R2.  The Multi Level BOM does not account for UOM conversions in certain columns, such as Purchase Material and Ext Cost.You can see here that the report is taking the Qty 59.9955 x 800.2736 = $48,012.8148 (very close to $48,016.4145 on the report below). If you convert the 59.9955 to the base UOM for RM2010P, you would get 1.0000 EA and the result for ‘Purchase’ (material) on the RM2010P line would be $800.2736 (correct figure) instead of the $48,016.4145 (incorrect figure).   The Ext Cost column is also incorrect due to the lack of UOM conversion also.Has anyone else experienced this issue?  Seems like a development fix is needed, but maybe I’m missing something?  This is the UOM Conversion setup on the RM2010P Stock Item:

Getting this error while confirming the shipment.FEDEX: PACKAGINGTYPE.MISSING.OR.INVALID Packaging type missing or invalid. This looks like error dude to FedEx configuration.

Hello,I have a customer who is using DRP and Kit Assembly to plan out what needs to be assembled for Sales Orders that drop in each week. One example is the Kit Assembly pictured below:Even though this Kit Assembly has been created, DRP is not considering it in the Inventory Planning calculations. The customer is understandably concerned because they don’t want to create unneeded inventory by creating new Kit Assemblies every day, as Inventory Planning Display is suggesting:The Kit Assembly is On Hold, but that is taken care of in Inventory Planning Preferences:

Hello all,I have a time activity report with which if I log in as admin I am able to see all the records for a particular project but if I log in as the PM then some of the data is hidden. Are there any suggestions on this that I could apply?Thanks in advance.

I have scenario in my application to call Acumatica endpoints by the client side script(JQUERY) , getting error of CORS policy like ‘origin been blocked by CORS policy: Response to preflight request doesn't pass access control check: Redirect is not allowed for a preflight request’, but I am able to call Acumatica token API, to get access token, I am sharing code below--------------------------------Get access token----------------------------function CallTokenAPI(){      $.ajax({        url : 'https:/{Acumatica Instance}/identity/connect/token',            type : 'POST',                contentType: 'application/x-www-form-urlencoded',                data : {                "grant_type": "password",                "username": "XXXXXXX",                "password": "XXXXXXX",                "scope": "api",

I want to add a button on top header of screen near to “Notes” button like in share image I draw “My Button”, so that this button will be available to all the pages and its click event handle in a graph.  

I need help to add a new column in the AP301000 Transaction Details grid. Column Name: PCV Number  

I want to join the tables together to have the following information: Customer | Project | Type Activities 1 customer can have multiple projects, and 1 project can have multiple activities. Activities are associated with both Customer and Project.  That means my table Activities must contain 2 primary keys, the customer ID and the project ID.  I found the CRPMTimeActivity DAG table that meets the conditions, but I can only see it in the generic inquiry and not in the database.The report I constructed is based on a complex logic involving three tables: Activity, Project (PMProject), and BAccount, so I need to process data in SQL Server before uploading it into Acumatica to create a new DAC. I just saw CRActivity, but in this one, I didn’t have a Project ID, so it caused duplication when I tried to

Early last week, we started receiving the following error message when adding revenue lines to a new project. Here’s where it gets weird. We have a lower-level permissions set for the majority of the users that create new projects and enter the revenue lines, they are still able to do this without receiving the error. The error is only being received on the higher-level roles, including Admin., and it is only happening when creating the first line. If we have someone with the lower-level permissions go in and create the first line, the higher-level role can then go in and add any remaining revenue lines. Any ideas what could be causing this and how to fix? We have already cleared our browser history/cache, and tried utilizing several different browsers, each providing the same result. We are on 24R2.

For example if I were to create a shipment for UPS Express or Two Day Air, the return label would be UPS ground regardless? Is this something that is possible to do?

I have OrderQty, totalConsumedQty, and MaximumOrderQty. Orders are being placed in parallel. Each order reads the current totalConsumedQty, adds its OrderQty, and checks if it exceeds MaximumOrderQty. When multiple orders are placed at exactly the same time, they all see the same original value of totalConsumedQty, and each thinks it’s safe to place the order. Result: totalConsumedQty is exceeded because updates are not aware of each other. Updating totalConsumedQty is happens while Saving, It is required

How can you see what the Project Accountant role actually provides access to?We would like to allow some users to use the ‘Reclassify Bill’ feature in AP, without giving them the ability to post costs to closed Projects.