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All,I created a data provider and import scenario to update business accounts. It makes two changes:Updates a user-defined field of “Next Contact By” to replace the current person with “John Smith” (example) Updates the current BAccount owner with the new owner (“John Smith”)The user-defined “Next Contact By” field is updating properly (ie, changing Sally Jones to John Smith). But the owner field is deleting Sally Jones and leaving the field blank (it should be replaced with Sally Jones as well.)Could someone look at my xml/screenshot and tell me where I’m messing this up? 

@AaronB I am tagging you on this.  You are the TestSDK guru and you might have a quick solution to this.  :-)This is probably more of a C# question, but hopefully it is an easy answer.I am running a large number of reports in TestSDK.  This is an example of the code I am using to run a report which works just fine.public void APBalanceByGLAccount(){ using (TestExecution.CreateTestStepGroup(ICSMessages.APBalancebyGLAccount)) { AP632000APBalanceByGLAccount screen = new AP632000APBalanceByGLAccount(); screen.OpenScreen(); screen.Run(); screen.Excel(); }}Rather than have this code duplicated 50 times, I want to use a generic method where I just pass in the wrapper and generate the report.  When I explicitly setup the screen object above, it automatically gives me access to .Run() and .Excel().The generic method code below runs and opens the screen for the GL Register report.  I just can’t find a way to run the report and export it to Excel.public static void RunReport<T>() where

Can someone help me with the quantity riddle? I’ve seen this on what the different quantities mean however it doesnt seem to apply. I have an item below 11451-LOOSE (which incididentally is a stock kit though i dont think this matters) and it has:Quantity On Hand = 2370.694Quantity Available for Shipping = 2370.694 (there IN Issue, SO Allocated and SO Shipped must all be zero)Quantity Available = -24,829.3 which implies SO Prepared, SO Booked or SO Back Ordered must be large to account for the difference, however as you can see these are all zero too? I do feel that Acumatica over-complicates simple concepts and makes it near impossible for the end user to understand...and Im a Developer of the system and I cant understand it nor able to advise my clients!! 

We have the order that was prepaid. Now customer want to cancel it. trying to cancel it sales manager got an error: “SO Error: The sales order XXXXX cannot be canceled because it has the YYYYY payment applied. Reverse the payment application before you cancel the order.”What we doing wrong? 

I am working to move a customer to Acumatica 2022 R2.In their build, there was a delegate that we overrode (InsertDataIntoAppointmentDelegate)The issue is we added some fields to the Service order that we want to carry over into the appointment automatically.So, we called baseMethod.Invoke() and then added our code after that: { baseMethod.Invoke(order, appt); FSServiceOrderExt orderExt = order.GetExtension<FSServiceOrderExt>(); FSAppointmentExt aptExt = appt.GetExtension<FSAppointmentExt>(); //insert values aptExt.UsrAuthorizedByContact = orderExt.UsrAuthorizedByContact; aptExt.UsrFieldSiteContact = orderExt.UsrFieldSiteContact; aptExt.UsrDoorLocation = orderExt.UsrDoorLocation; aptExt.UsrLaborType = orderExt.UsrLaborType; aptExt.UsrProductType = orderExt.UsrProductType; aptExt.UsrCustomerIsExempt = orderExt.UsrCustomerIsExempt; aptExt.UsrTaxExempt = o

protected void INLocation_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { INLocation row = (INLocation)e.Row; INLocationExt rowExt = row.GetExtension<INLocationExt>(); if (rowExt != null) { // Accede a la nueva columna y realiza acciones adicionales decimal? valorNuevaColumna = rowExt.UsrVolumen; decimal? valorNuevaColumna2 = 78; // Verifica si es necesario actualizar el objeto INSite INSite orderInCache = Orders.Current as INSite; if (orderInCache != null) { // Ajusta para actualizar el campo usrSumVolumen Orders.Cache.SetValueExt<INSiteExt.usrSumVolumen>(orderInCache, valorNuevaColumna2); PXTrace.WriteInformation("EMPEZAMOS - Nuevo valor: " + valorNuevaColumna2.ToString()); // Persiste el cambio

Hi all, I tried to send email to workgroup and have created a SQL View to compile all the employee emails in one field. The problem now is field from SQL VIEW is not showing under Entity in ‘To’ field in notification template, Image 1: All employee member under each workgroup already combined in one field using SQL ViewImage 2 Field not display under Entity in Notification template 

I am using public PXSelect<POLine> polineview to get POLine data. But i need to know how to get data from polineview with a where condition to get a specific data row rather than getting all the data from the table. Hope anyone can help ?

Morning everyone,In previous version 2019, we were able to add printed forms in PO screen using automation steps. But somehow in newer version of 2023 R1 Build 23.107.0022, system says “This screen uses the new workflow engine. All automation steps will be ignored.”.Any possible workaround for this matter?Thank you.  

Ease the stress of data capture by syncing your GoFormz and Acumaticaaccounts with a streamlined integration that gives your end users an offline-capable,mobile-friendly experience, that automates data entry into Acumatica.Capturing and automating your business data has never been more important. Whether it’sdynamically pre-populating a service checklist, audit protection through accurate records, oreven tracking your business and labor costs, being able to compile all your business data in oneplace is invaluable to your business. Unfortunately, traditional paper-and-pen or spreadsheetdata capture is a hassle and requires manual re-entry into your Acumatica account. In additionto being time-consuming, these outdated processes can also risk losses through damaged ormissing forms and can disrupt your employees' daily activities.Bridging this gap is the Acumatica and GoFormz integration, bringing you streamlined datacapture through GoFormz’s digital forms with automated data flow into you

I have a report that I’m using check boxes to ask the user to include data.  It’s timing out because the dataset is large, however, if I can make my subreports conditional it will reduce processing time. The subreports are located in the “detailSection” and are set to “WhilePrint” and Visible = False with a VisibleExpr of “=[@IncludeThis] = True “ If @IncludeThis <> True I want to exclude the subreport from running at all. 

Hi all,I’m faced to a situation I have trouble implementing. If someone has an idea, it would be nice...I have a graph (EAPInvoiceEntry) in which I have defined an action that has two purposes :first, display a warning using a dialog box, Then redirect to an other screen (graph EAPInvoiceProcess).In the code below  I have used, the instructions after warning message calling are not invoked.// EAPInvoice is a custom DAC, quite a clone of APInvoice       public SelectFrom<EAPInvoice>            .LeftJoin<Vendor>.On<Vendor.bAccountID.IsEqual<EAPRegister.vendorID>>            .OrderBy<Asc<EAPInvoice.refNbr>>            .View DocumentView;        [ExcludeFromCodeCoverage]        [PXProcessButton(Category ="Processing", DisplayOnMainToolbar =true)]        [PXUIField(DisplayName = "Accept")]        protected virtual IEnumerable acceptAction(PXAdapter adapter)        {            DocumentView.Ask("My title", "My Message", MessageButtons.OK, MessageIcon.Warni

My develop environment is vastly different than what others generally use apparently.I have three (3) systems for development.VM Server running SQL Server  (\\hs-sqlvm) I do NOT want to install IIS on my SQL server VM Server running IIS (\\hs-iisvm) I do NOT want to install VS on my server Acumatica installed here connects back to SQL server NAS unit for source code, working development (\\nas1) This is where I want to create the projects, extension libraries, etc. my workstation running Visual Studio 2020 All development should be run from this system Apparently most developers run all three, (SQL, IIS with Acumatica, Visual Studio), on ONE computer.  For me then, Acumatica development is particularly problematic as it always thinks everything is running on one system. Does anyone else have a similar setup/configuration for development? How do you configure Acumatica and Visual Studio to then talk to each other when they are on different actual systems? (I thought this would be ea

I’m trying to publish the customization that allows you to convert a stock item to a matrix item, using the customization package for 23R1 but I’m getting the following validation error: Has anyone else run into this issue?Thanks!

Hi, everyone.We are glad to announce that Acuminator version 3.1.3 has been released! You can download the new version in the Visual Studio Marketplace.Acuminator 3.1.3 is a small hot fix release. It fixes random crashes of Visual Studio 2022 that we encountered in the latest major update 17.7 when the “code analysis in a separate process” option was disabled in Visual Studio.  The main purpose of this release is to delver this patch.Acuminator 3.1.3 also brings a couple of enhancements:The old code refactoring mechanism that changed weakly typed old graph event handlers into strongly typed generic event handlers has been converted into a new diagnostic PX1041. The default severity of the new diagnostic is Information because Acumatica Framework supports both types of event handlers. However, having a diagnostic instead of refactoring is more convenient because you can use the new diagnostic to convert old graph event handlers to generic ones in the entire document, project, and soluti

I’m writing a script to automatically process electronic invoices that come in through email and perform several actions after parsing up the invoices and extracting information from them.  I’m kind of new to REST API (I am very familiar with SQL) and so I was wondering how I could write a query that would return the InventoryID of the item based off 1) UPC (barcode) or 2) vendor and vendor code/alternate ID, which are things that are typically included on invoices.  My code is below: Private Sub test()  Dim ResponseText As String     If RESTQuery("Default/22.200.001/StockItem?$expand=CrossReferences&$select=InventoryID&$filter=CrossReferences/VendorOrCustomer%20eq%20'V000000247'%20and%20CrossReferences/AlternateID%20eq%20'8836'", ResponseText) <> 0 Then    Debug.Print "Query failed!"  Else    Debug.Print "Query successful!"  End IfEnd Sub The first part of the error message that is returned is: {"message":"An error has occurred.","exceptionMessage":"The parent value for

I see ShipmentType in the SOOrderShipment DAC.  It shows char(1) and the visual shows “Shipment, Drop-Ship,etc.”  How do I determine what the single character is that represents “Shipment”?   

Hi,I am working on Formula Editor/Expression Builder in new Custom Screen by taking the reference of Base Acumatica screen  Allocation Rules(PM207500)  Quantity Formula field.In ASPX there is a syntax like below                                    <pxa:PMFormulaEditor ID="edQtyFormula" runat="server" DataSourceID="ds" DataField="QtyFormula" Parameters="@Rate,@Price" />How can we approach these type of Selectors in our Custom Screens? Any Steps to follow, Suggestions/Test case will be helpful.Thanks. 

Last week I watched a two part Acumatica training video on Unit Testing.  I want to watch it again but for the life of me, I cannot find it!Can anyone find the link for me?  I even went through my Chrome history and I cannot find the link.  

Is it possible to add splitcontainers on the mobile app of acumatica?

Is there copy and paste option available in the mobile app? I Can’t find any option like the same in the sales orders copy and paste option in the desktop version

Hi Team,Even though I change date format in System Locale, it’s not reflecting in the UI. Please help me to rectify on this. Regards,Ramya Krishna

As you can see that these two grids is linked with each other. Where when i press on a record in the operations grid, the materials grid will updated to new records in the materials grid. Each operation record has its own materials records. Operation 2:I want to show this in a mobile screen where when i press on one of the operations records, i want to see the materials records then and not the operation record details. Here is code that i have so var.  add screen AM209000 {    add container "ProdOrder" {    add layout "ProdOrderHeader" {      displayName = "ProdOrderHeader"      layout = "HeaderSticky"      add layout "ProdHeaderRow1" {        displayName = "ProdHeaderRow1"        layout = "Inline"        add field "OrderType"        add field "ProductionNbr"              }      add layout "ProdHeaderRow2" {        displayName = "ProdHeaderRow2"        layout = "Inline"        add field "OrderDate"        add field "InventoryID"              }      add layout "ProdHeaderRow3" {       

We have the exchange integration and a policy to sync emails from specific folder in mailbox. When this shared mailbox received an email there is a rule that moves all the messages to that folder. The emails are coming in normal without any issues. When Acumatica processes the email and moves it back to the Inbox the email now contains duplicate attachments. Has anyone encountered this problem? 

How do i remove the Summary Tab which is added automatically by acumatica, where you would find it under the header of the mobile screen. T410 PDF indicates the following “If any fields or groups are not placed in the header layout or the tabs (as is the case for this screen), they are placed in the Summary tab, which is created automatically.” My fields and groups are placed in a header and other tabs, but the problem is my summary tab is empty and want to remove it. Also can’t find it in my code and as well as in the Result Preview.Here is code as well:add screen SO303000 {  add container "InvoiceSummary" {    add layout "InvoiceHeader" {      layout = "HeaderSimple"      add layout "InvoiceHeaderRow1" {        layout = "Inline"        add field "Type"        add field "Date"      }      add layout "InvoiceHeaderRow2" {        layout = "Inline"        add field "Status"        add field "Amount"      }      add layout "InvoiceHeaderRow3" {        layout = "Inline"        add field "C