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Good day,Question, How to add back to the toolbar the Delete icon the sales order form.  (The icon is on the toolbar for purchase orders and other forms)  The Acumatica documentation on this area is lacking.Any assistance would be greatly appreciated.Thank you.Evan  

Hello!I created an attribute with control type Selector.  I want to be able to select an employee with this attribute. I do have 1 employee. I added this attribute to the production order type.My expectation is that I can now select an employee on my production order.  However, I cannot.  The attribute behaves like it is control type TEXT.  I can type anything into the attribute value.  Also, there is no magnifying glass icon next to the value box to do a search. Any thoughts?THANKS FOR ANYONE WHO CAN HELP!!!

Since last week, one user has not been able to access Acumatica through Chrome on their MacBook.  Basically, can log in fine but then the screen is frozen on the last page I was on and there is a “spinning wheel” in the vertical menu bar area.He has been working via Safari on his MacBook or via Chrome on his iPad without any issues. My preferred way to run Acumatica is Chrome on my MacBook.

We are new to Acumatica.  When we print the AR Aging report the invoice number is cut off, see attached.  We tried to modify it in report designer but it errors out and wont open.  Is there a way to extend the column that the invocie number is in?

Hi everyone,Would like to check 3 questions related to Timesheet :We are checking if there is any possibilities out of the box in Acumatica 2022 R2 to approve Project Tasks instead of approving in Project level where the project manager can review the project tasks first prior to publishing it for the employee to enter their timesheet?And is there anyway that the project manager can reject particular timesheet in a particular line item in the project task instead of rejecting everything at one in the whole week?( The employee is sometimes confuse on which timesheet that is actually rejected in the line item. )Is there anyway to rename the menu in acumatica? if we want to rename the word “TimeCard” in the menu to something else. Thanks a bunch. 

2022 R2 I am looking to ensure that once a user has filled in the ‘workgroup’ field on a lead, that this field information follows through the system. i.e. when you convert the lead to an opp, BA and contact the workgroup field will be filled in with the data from the lead rather than being blank. Is this possible to do with a customisation? I am able to create a customisation that fills in the workgroup with one of my chosing upon converstion, but I can’t seem to get it to take it from the lead. Many thanks for your help.

I am trying to add the field ‘workgroup’ to the dialog box that pops up when you click convert to opportunity from a lead. I would like the user to be able to select a workgroup for the opportunity at this point so they don’t forget. I have found where to edit Dialog: Create Opportunity and can add a new field, but I can’t seem to get it to be a selector of existing workgroups. Not quite sure what I’ve missed. Is anyone able to assist please? Thank you.

Business Accounts (CR303000),What is the difference between CR303000; FILES tab, ADD LINK vs File Browse/Upload buttonsIs the difference that FILES allows a file to be uploaded for the first time while ADD LINK allows a previously uploaded file to be linked to the specific case?I logged in as an ADMIN, and when I clicked 'ADD LINK' I viewed a number of files.When another, (NonAdmin) User has a Business Account in focus, and click FILES >> ADD LINK, he is returned to his Dashboard.Does this indicate a missing or incorrect setup element?

How do I delegate someone on my staff the power to see our staff certification progress and badges?  Any help would be greatly appreciated.

Been working well with ScreenId=CR302000 entering Phone contacts and Fax but of recent, default numbers are displayed with masks and they wont go off. How do I remove them? The same numbers have replicated on all contacts now. 

Hi,Was wondering whether we can change/customize the icons that appear in our Workspace?Thanks in advance.

How to Get All companies List through rest Api.I have no entity seen in web service endpoint.how to get data. 

I have some leases with expiring ‘BILL END DATES,’ yet their Charges expire years from now a well as their ‘LEASE END DATE.’ I was wondering if anyone had a method for updating these Bill End Dates, because I don’t know if that means these leases will no longer get invoices.Also, what exactly does Bill End Date mean? As far as I am concerned, the invoices should still produce based on the charge codes, etc. Any insight? Thank you!

While I was trying to convert to Project I received an error message: Project Manager value 129277 Error: Project Manager ‘129277’ cannot be found in the system. Please help with this error. What does this means and how can I resolve this and convert to Project? Thank you.

Hi All, I am looking for a way to have set pre-defined reasons for rejection drop down box on the rejection reasons for Project quotes etcGenerally when a project quote gets to the approval phase, you reject the project quote and have to type in a reason for rejection. Is there a way to have a drop down selection to choose from? Thank you

The log shows reason code column but how do you enter the reason code for any of the inventory scan transactions?

Hello,I have 2 DH running very well on one server for my client, but I do run into some issues when the Application Pool (IIS) recycles, Acumatica restarts, but sometimes it takes longer than 30 seconds to come up again. My client works 24 hrs. a day, and they are calling at very odd hours because DH hangs due to this issue. First, let me show you what they are getting and how everything ties: 1- This is the error from DeviceHub: ([Printer] [Error] Hub connection was closed with System.TimeoutException error: Couldn't reconnect within the configured timeout of 00:00:30, disconnecting.. Stack trace: ) 2- Acumatica’s System Monitor reports this:  3- Windows System Event Viewer, reports this:Date 7/4/2022,, time: 12:43:A worker process with process id of '6236' serving application pool 'DefaultAppPool' has requested a recycle because the worker process reached its allowed processing time limit.Source WAS, Event ID 5074. QUESTIONS:When I look at the DH setup, and the error from DH says: ([

I am attempting to create a workflow extension for BusinessAccountWorkflow.  It adds a few actions that I want to suppress. My extension’s Configure method override basically doesn’t do anything, so that the base method doesn’t create actions.  My override method doesn’t seem to be running, though, because the actions still appear, and my breakpoint isn’t hit. Below is the extension.  What could I be missing to get this to override to run?public class BusinessAccountWorkflowExt : PXGraphExtension<BusinessAccountWorkflow, BusinessAccountMaint>{ public static bool IsActive() => false; public override void Configure(PXScreenConfiguration configuration) { var context = configuration .GetScreenConfigurationContext<BusinessAccountMaint, BAccount>(); context.AddScreenConfigurationFor(screen => { return screen; }); //context.RemoveScreenConfigurationFor(); }} 

is it possible to assign the owner of a case to "contact only” where the contact is not an employee? 

When sending a quote to a customer is it possible to have the email sent from the owner of the quote?I know you can do this by clicking ‘print’, then sending the email from the this screen and changing the ‘from’ email, but is it possible to set this as standard for when you click ‘send’ from the actions menu?Thank you

Hello,We have multiple warehouses each of which is managed by a different user.****We want to limit the users at each warehouse to only see and alter data for their individual warehouse.****I created a restriction group for warehouse 100 and assigned a user to this.My expectation was that they would not be able to see or do anything in the system for anything other than their assigned warehouse.However, as a test, I logged in as the restricted user and was able to alter sales orders lines assigned to other warehouses.Have I set something up wrong or are my expectations out of line with what restriction groups do?Again, I am attempting to limit a user to warehouse 100 only for every screen in Acumatica for user 3PL.Only warehouse 100 is checked in the images below. 

We would like to move the opportunity stage to a “stale” stage if the customer hasn’t responded in 30 days.  I was thinking that a Business Event would be the best way to do it, but I am unsure how to take the estimated close date, add 30 days to it and then have the business event change the opportunity status from proof to stale.  Has anyone done this yet?

Hello,I am running/emailing the Sales Order Detail by Customer via a scheduled business event.This is working as expected with one exception.I want to run the report for “Uncompleted Lines Only”.  So I want this box checked.As I said, everything works fine until I try to check this box as shown below.  I have tried a value of T and Y.   I’ve enclosed with quotes and everything else I can think of.Any thoughts?THANKS!!!!

Can anyone link to a document that discusses the various editions of Acumatica (Disribution, Manufacturing, etc), and which specific features belong to which editions?

Hi All,I am creating Physical Inventory Types and run into an issue where not all my location can be selected within the Locations Table. Our warehouse have 279 locations and seems like system is only able to take 200 locations at a time. Does anyone have a solution on how to increase the limit so I am able to include the whole warehouse in one Physical Inventory Types instead of breaking it to 2 parts?Kind regards,Calvin