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Low Code | No Code Customizations or Integrations

Dicussions for users and power users (citizen developers) that have no or limited developer experience focused on customizations or integrations that do not require Code or use of the Customization Project Editor.

  • 426 Topics
  • 1,597 Replies
426 Topics
chrislower
Jr Varsity III
chrislowerJr Varsity III
asked in Low Code | No Code Customizations or Integrations
Dashboard: PowerBI Tile

I am having a little difficulty getting my PowerBI Tiles up and running on the Dashboard.   I used the following link to set up my application on Microsoft Entre (Saw on another forum).  I followed the instructions and setup a Secret and registered the Redirect URI.   https://app.powerbi.com/embedsetup When I go to add the PowerBI tile it lets me put in the Client ID and the Client Secret, when I hit login it pops up a real quick page and then it disappears.  I do not have any additional options in the setup and I don’t receive any errors.   Any thoughts, I am very new to PowerBI and Acumatica, so I am sure it is something simple I am over looking.   ThanksChris

1684
B
Jr Varsity III
B
Freshman I
Bravo94Freshman I
asked in Low Code | No Code Customizations or Integrations
Adding standard value for requested Date in sales order

Hello guys, im trying to achieve to set an standard value for the date field "requested on" in the sales orders. I executed it as follows:  Adding the field to the screen, trying to set standard values (different formats like 09.09.9999, 09/09/9999 or 9999-09-09…) -> didnt work out Editing the DAC (i tried to fill in code that chatGPT gave me, didnt work out)  namespace PX.Objects.SO{      [PXNonInstantiatedExtension]  public class SO_SOOrder_ExistingColumn : PXCacheExtension<PX.Objects.SO.SOOrder>  {      #region RequestDate          [PXMergeAttributes(Method = MergeMethod.Append)]       public DateTime? RequestDate { get; set; }      #endregion  }} Can you help me here, please? Thanks in advance!

495
FinnSystemAG
Freshman II
N
Freshman I
NichosFreshman I
asked in Low Code | No Code Customizations or Integrations
ACUMATICA integration with Click Up or Monday in ASIA anyone?

Has anyone tried ACUMATICA integration with Click Up or Monday as Project Management System for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

272
N
Freshman I
P
Freshman I
pbaviliFreshman I
asked in Low Code | No Code Customizations or Integrations
Making 'Salesperson' Field Mandatory in Customer – Not Working

Hi everyone,Does anyone know how to make the "Salesperson" field in customer mandatory?I’ve already set the field as required, but unfortunately, it has no effect — I can still save the record without entering a value.    Thanks in advance!

616
P
Freshman I
FinnSystemAG
Freshman II
FinnSystemAGFreshman II
asked in Low Code | No Code Customizations or Integrations
Remove required field

Hello,im a bit lost here as im trying to achieve the following: Im trying to set the “RequestDate” in the sales orders as a non required field. I tried to do it with setting the “requird” collumn to false, but im afraid i dont have the “false” option to choose from: Can you help me, which option i should choose or tell me if its even possible with this particular field?Thanks for your help.Best regards

463
FinnSystemAG
Freshman II
P
Freshman I
pbaviliFreshman I
asked in Low Code | No Code Customizations or Integrations
Error When Setting Field as Mandatory – Field Already Filled

Hi everyone,I want to make an existing field mandatory and have proceeded as follows: However, I keep getting an error message, even when the field is filled in. Could someone please help me with this?

372
mohammadnawaz51
Jr Varsity I
C
Freshman I
cgndmFreshman I
asked in Low Code | No Code Customizations or Integrations
\App_RuntimeCode\APInvoiceRecognitionEntry.cs(50): error CS0122:

Can anyone tell me why I get this same error message no matter what screen modification I’m trying to make? We upgraded to 25R1 a few weeks ago. \App_RuntimeCode\APInvoiceRecognitionEntry.cs(50): error CS0122: 'APTranRecognizedInventoryItemAttribute' is inaccessible due to its protection level  I was at first trying to modify screen AP301110 Incoming Documents. That error seemed appropriate for where I was. I submitted a simple help request. But I later attempted to modify a different screen and got the same message. To test my hunch, I started a new project and loaded screen CL401000, Compliance Management. Without making a single modification, I tried to publish just that project alone. Up comes the same failed validation error. The Compliance Management screen has nothing in common with APTran or inventory. Why would I be getting that same error across all screens? 

181
harutyungevorgyan
Jr Varsity I
L
Freshman I
lcurlFreshman I
asked in Low Code | No Code Customizations or Integrations
Modified Customer Contract inquiry with side panel to Sales Prices for contract customer

I am looking for feasibility of creating a variation of the Customer Contracts Generic Inquiry with addition of ARSalesPrices as a side panel. The Side Panel should default to customer pricing for that customer only.I am able to add the ARSalesPrices data source and enable navigation to side panel. However, I cannot manage to default the side panel to Price Type=Customer and Price Code=Contract Customer ID.Is this even possible? If so, I need direction on how to accomplish.  

252
L
Freshman I
R
Freshman II
RManathungage94Freshman II
asked in Low Code | No Code Customizations or Integrations
Value not visible in generic inquiry

Hi,I have created two custom fields in Cash Purchase, but their values are not displaying in the Generic Inquiry. Does anyone know what I might be missing?Thank you!

464
harutyungevorgyan
Jr Varsity I
FinnSystemAG
Freshman II
FinnSystemAGFreshman II
asked in Low Code | No Code Customizations or Integrations
How to increase the length of Description field for Cross-Reference in StockItem ( Inventory Item Xref)

Hello Guys, can you help me with increasing the length of Description field for Cross-Reference in StockItem ? I tried to increase the length via Database Scripts (Customization), but it do not work. Hope u can help me. 

464
FinnSystemAG
Freshman II
rconandrewl
Freshman I
rconandrewlFreshman I
asked in Low Code | No Code Customizations or Integrations
Change History Log for Bills and Adjustments

Looking for a Payables solution to be able to see Status change history for the AP Invoice records. We’ve explored the Audit History and the accessibility is a bit clunky and hard to read through for general users.Has anyone has found or built any solutions to better track these changes and/or report on them?Our primary goal would be to see date/time of changed status and user who made the change. The use case being, we have a lot of invoices that require Approvers to make changes to the invoice distribution coding, requiring them to put toggling the invoice status and resetting the Approval request record.Alternatively, if I could figure out how to access the Audit History key table for Events I figure I could find a way to report on that data through a GI, but I can’t find where in the DAC that information lives or how to access it.Screen SM205530 Audit History; Events table with desired info, but cannot determine DAC source.Appreciate any and all help. Thanks Community!

334
valentynbeznosiuk
Jr Varsity I
bwhite49
Captain II
bwhite49Captain II
asked in Low Code | No Code Customizations or Integrations
Workflow Editor Production Order Maintenance Screen "Unknown Status"

Anybody familiar with this error? I added 3 statuses before planned status on the production order maintenance screen through the workflow editor (no code).Everything works well except I can’t delete the production order when in one of the 3 newly created statuses as well as the events table does not populate with order changes. Trying to delete presents the error in the screenshot below. When moving from “On Hold” status to one of these new statuses the events table states that the order moved from “On Hold” to “Unknown” rather than “On Hold” to “Initialized.”Anybody know how to fix this “Unknown Status” issue?  

474
bwhite49
Captain II
M
Freshman II
mkochFreshman II
asked in Low Code | No Code Customizations or Integrations
Table in Dashboard – Display Line Breaks

Hi all,I modified the dashboard “Customer View” by adding a widget, that shows the customer’s note.The customer’s note can store a lot of data with multiple lines.But in Dashboard-Table there is only one line.Is it possible to show multiple lines as I can see the text in Customer’s note? See screenshots below.Kind regards Michael  Screenshot 1 - CustomersThis is what it looks when I enter the note in customer. Screenshot 2 - DashboardThis is what it looks like in the Dashboard. Line breaks are missing. I would like to see the line breaks.Does anyone has an idea how I the text can be shown with line breaks? 

383
M
Freshman II
N
Freshman I
NichosFreshman I
asked in Low Code | No Code Customizations or Integrations
ACUMATICA experience for Non Profit (NGO) related to health sector, Anyone ??

Has anyone tried ACUMATICA implementation in non-profit specifically on health sector for Asia region? Much appreciated for your information and sharing on how it worked also what are the challenges during implementation, Thank you

90
N
Freshman I
B
Varsity I
brucewarrell96Varsity I
asked in Low Code | No Code Customizations or Integrations
Trying to Setup Power BI Integration

Using v25R1 and following the steps to create a Power BI integration (not Power BI Embedded).  I have the external application (SM301000) connecting and I see a Token.  When I try to create the Power BI Application Resource and try to search for the External Name, I get “The remote server returned an error: (401) Unauthorized.”.  I’ve set up the Power BI Service (Dashboard, Dataset, Report) in the API permissions section of the app registration.Other insights?

843
Chris Hackett
Community Manager
H
Semi-Pro II
HarrySemi-Pro II
asked in Low Code | No Code Customizations or Integrations
Displaying inactive Projects

Hello all,Is it possible to display all the projects irrespective of the statuses in the payments and applications form?

413
J
Jr Varsity I
R
Varsity I
rashmikamudalinayake10Varsity I
asked in Low Code | No Code Customizations or Integrations
Getting Unable to cast object of type error when generating the report

Im using Process Payments / Print Checks (AP505000) screen When I Click PROCESS button It redirects to ap641000 report page. Why do I get this error? But when I run the empty report it prints.  

879
Chris Hackett
Community Manager
J
Freshman I
jcox43Freshman I
asked in Low Code | No Code Customizations or Integrations
DAC created from SQL view returns empty fields in GI

We have a customization project that creates a SQL view, DAC, and GI But since upgrading from 2021 R2 to 2023 R2 the GI is empty but looking on the SQL server the fields are not empty.I’ve tried to recreate the DAC, GI, and View with no change. Attached are images for reference as well as the customization project. Can anybody help shed some light as to why these are coming back empty? Thanks,

894
J
Freshman I
M
Freshman II
mkochFreshman II
asked in Low Code | No Code Customizations or Integrations
link sent email to lead

Hi @all,when a new lead is added to Acumatica, an email should be sent to the lead’s email-address.This works well for me with the following settings. See Screenshot below.But the email isn’t linked to the lead I added.There’s a field to link an object like a lead. See green arrow in Screenshot below.What is the right syntax for this field to add a link to the lead?I’d appreciate your tips/ hints.Kind regardsMichael 

466
M
Freshman II
M
Semi-Pro II
michaelhoSemi-Pro II
posted in Low Code | No Code Customizations or Integrations
Integration with Klaviyo

Has anyone done any integration between Acumatica and Klaviyo (email marketing platform)? If so, I’d love to hear how you accomplished that. Thanks!

3813
S
Freshman I
L
Varsity II
lairdtimVarsity II
asked in Low Code | No Code Customizations or Integrations
CRM Database Schema--How is CRQuote tied to CROpportunity?

I’m trying to put together a SQL View on CRM Quote data.  In the DAC, CRQuote has an OpportunityID field that ties it back to CROpportunity.  It turns out that field isn’t in the database.  I looked at CRRelation (since I know that ties CRQuote back to SOOrder), but I can’t find a common thread in there either.  I picked an opportunity with multiple quotes and tried to find every NoteID field on the Opp on every NoteID field in CRRelation with no luck.This isn’t an end of the world thing--I can just go back to doing what I’m trying to do with a GI.  But at this point it’s more of a quest--I know that those two tables are somehow related because they get related in the DAC, and I’m really hoping to find out how they are related.

503
darylbowman
Captain II
Y
YLKoh
asked in Low Code | No Code Customizations or Integrations
Dashboard : How to integrate data from HubSpot into Acumatica for dashboard reporting?

Hi Developer , Guest ,Currently, We use HubSpot for our US team and Acumatica for our local team. We want to build a dashboard in Acumatica that combines key data from both platforms for easy viewing. Any recommended solutions?Looking forward to your comments and suggestions.

40
Y
D
devinr05
asked in Low Code | No Code Customizations or Integrations
SharePoint and Files Integration

We have lots of custom items within our Stock Items that have artwork files uploaded into the Files section. However, sometimes art files get updated on our SharePoint site where they are housed and don’t get reuploaded to Acumatica. Is there a way to establish a live link between Acumatica Files and our SharePoint site so the link always displays the most current SharePoint Version?

512
CherryStreet
Jr Varsity I
A
amuksith47
asked in Low Code | No Code Customizations or Integrations
Is that possible to integrate Azure maps in address provider of 2024 R1 Acumatica?

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

301
M
Semi-Pro III
V
Freshman I
vishalsharma49Freshman I
asked in Low Code | No Code Customizations or Integrations
Unable to trigger email for labor screen from create and edit inspection datasheet button.

Hello Experts, I am facing one issue in business event i need to trigger mail from labor or move screen once create and edit inspection datasheet button is pressed.1.Have taken type as trigger by action, but unable to trigger mail from this event .2.Create and Edit Inspection datasheet button is QC user defined custom button. 

503
dcomerford
Captain II

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