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The dashboard parameter for “default” value of @me, no longer works after an upgrade from 2022R2 to 2023R2   Instead I added the filter to each Widget/Generic Inquiry on Dashboard, but client prefers the parameter because it allows user to toggle back and forth on the owner list of name.Any ideas would be appreciated

Hi Team, We need to add one line item to the appointment. After adding the item, it can be included in the appointment; however, when we click on save, an error occurs that states, "The following error occurred when specifying a value in Warehouse.I have replicated it in the sandbox, and it is able to add line items with the same status as the appointment without any errors occurring. Note: It is causing an issue in the live environment, but it works in the Sandbox tenant at the same time(Instance & build).Please advise.

i want to display Tag Number, so we can use it for our physical count. 

SO, in this designer report the item line is not picking from the correct path that is SoShipLine.TranDesc. The Soshipline was not in it so i join it to the table of SoShipment. I try adding it but the result was duplicating itself on every linethis was the formual that was puling the item.=IIf([SOPickerListEntry.LotSerialNbr]<>Null, Format('{0} {1} {2}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.LotSerialNbr],[SOPickerListEntry.InventoryID_description]), Format('{0} {1}', [SOPickerListEntry.InventoryID], [SOPickerListEntry.InventoryID_description])) This is after I join SoShipLine to get TranDesc this is the formula i used=IIf(    [SOPickerListEntry.LotSerialNbr]<>Null,    Format(        '{0} {1} {2} {3}',        [SOPickerListEntry.InventoryID],        [SOPickerListEntry.LotSerialNbr],        [SOPickerListEntry.InventoryID_description],        [SOShipLine.TranDesc]    ),    Format(        '{0} {1} {2}',        [SOPickerListEntry.InventoryID],        [SOPickerList

Why do I have full access to the Customization Project screen but still cannot use the Add and Delete buttons, even though I am able to edit existing elements?

Good day CommunityI have created an ARM report which has PTD and YTD values on the same report but for some reason it is only displaying YTD in all columns and I can’t see the problem.PTD has Turnover as the Amount Type in the Data Source and YTD has Ending Balance, yet the amounts displayed are the same. Obviously the Subaccount is the same.Can someone please advise what I have missedMany thanks in advnce.

Hi all,I am trying to override the ShipmentScheduleSelect data view declared in SOShipmentEntry. This data view has two optional parameters and five required parameters, so in my graph extension I define a data view delegate with 7 parameters of exactly the same types as the data view. As far as I understand, this is all that’s necessary. It shouldn’t be necessary to redefine the data view itself because I am not referring to the data view in the delegate.But I can’t get my delegate invoked. Please see below code snippets of the original data view and my delegate. What am I doing wrong?Thanks,Ben. public PXSelectJoin<SOShipmentPlan, InnerJoin<SOLineSplit, On<SOLineSplit.planID, Equal<SOShipmentPlan.planID>>, InnerJoin<SOLine, On<SOLine.orderType, Equal<SOLineSplit.orderType>, And<SOLine.orderNbr, Equal<SOLineSplit.orderNbr>, And<SOLine.lineNbr, Equal<SOLineSplit.lineNbr>>>>, InnerJoin<InventoryItem, On<Inven

Hello,       Our company has some vendors that we do NOT want the sales team to know about. So we’ve set up restriction groups: only buyers can view these vendors, while certain sales personnel cannot.     However, when sales staff enter sales order with items purchased from these vendors into the system, an error pops up indicating they do not have access rights to the preferred vendors for those items.I currently have a workaround: I don’t set default preferred vendors for these items. But is there a better way to achieve both of the following?The vendors remain restricted (only accessible to buyers); Sales staff can enter sales order with the items correctly without errors.

hello all, i have been trying to clock in on the Project tasks (PM302000) screen, but it still says : the user that i have logged has a linked employee record, have also setup the Default time log type under preferences, the project & the Project tasks both are activated, but still throws this message. is there something I’m missing in here?

Hi All, i have just started processing accounts payable payment runs using ABA files exported from MYOB acumatica payables module. The payment batch balances in MYOB, however, when i try to process in CommBiz our own bank details are missing from the ABA file. The bank details of the suppliers we are paying are correct, its just our bank account details that are missing from the ABA file (thus it doesn’t balance and CommBiz won’t process it). We have managed to edit the batch in CommBiz but i would like to fix the issue before it gets to CommBiz. Thanks in advance. 

Hello AllI am trying to create an approval map for expense claims that will require multi user approval.The flows are as below:Aprrovals for $20,000 limit - I have a workgroup assgined to this as it only requires one approver. Approvals for $20,000 - $50,000 limit - there is also a workgroup assigned to this as well as only one approver is required. Approvals greater than $50,000 - this is where the multi user approval is required. There are five (5) users who can approve these claims, however, they require a combination of any pair to approve i.e.: (user 1 and user 2), (user 1 and user 3), (user 1 and user 4), (user 1 and user 5), (user 2 and user 3), (user 2 and user 4), (user 2 and user 5), (user 3 and user 4), (user 3 and user 5), (user 4 and 5) at any time.I’m trying to figure out how I can get this to work. On my approval map, I set up the pairs as various options but that didn’t work as only the first pair was able to have the multi user approval and the rest just approved with

Good morning everyone. I am trying to create a new bom with a business event using a GI and an import scenario on a schedule. I am getting the error “The last error was Cannot generate the next number for the BOM sequence.”. To diagnose it easier, I exported the GI to excel and made a data provider, new import scenario, and used import by scenario to upload. i used the community post below to find a solution that worked. This post used option 1 in the below screenshot. It worked fine and created a new bom with the next autonumber with everything correct on it. I then made the change to the business event subscriber import scenario and I got the “cannot generate next number” error. I then tried option 2 below and the business event history shows that it ran successfully with no errors but it didnt actually create the bom. I saw another post where someone could only get the header to get created and had to add materials later so I tried making the GI as simple as possible and use only th

Is it possible to change the transaction description that is automatically generated by intercompany transactions?Currently the transaction description is “Balancing entry for: BRANCH” but the branch is the same branch that the transaction posts to.  It would be more helpful to people reviewing the general ledger transactions to know what branch that the balancing entry was from.  These two descriptions should be swapped to be useful:It is not helpful to see PRODWHOLE has a transaction that is a balancing entry for PRODWHOLE.  It would be more useful to the person reviewing the transaction to know that the branch PRODWHOLE has a balancing entry that came from PRODRETAIL. This issue is sort of related to these:Change the transaction description of invoices created with multiple installment credit terms (Build 2024.2) | CommunityPosting meaningful description for journal entries | CommunityDoes anyone have the code to update the Intercompany transactions? 

Hello  Is it possible to populate the Description (Image alt text) field in BigCommerce when uploading images from Acumatica using the Acumatica connector.  Thanks  Matt

We offer installation, removal and storage services to our customers. When we sell a project, the stock item is on the sales order and “Shipped” once it has been installed. We are able to track that inventory up until this point. Then the product gets removed and stored in our warehouse, but we do not have a way of tracking it since it is now customer - owned product and not our own inventory. Does anyone have any suggestions on how to go about this? 

I have two buttons that open the same dialog window. I need to set the visibility of the dialog fields depending on which button is clicked.

I’ve setup up purchase order appovals with email notifications, but I’m only able to send the notification to the purchase order owner using ((Document.OwnerID.EMail));. I’m trying to use ((Approval.ApprovedByID.EMail)); to send the notification to the approver, but the ((Approval.ApprovedByID.EMail)) value is returning an empty string. What is the correct value to use to send the notification to the assigned approver for the purchase order. I’m not using approval workgroups, just a single defined approver. This is on version 2024 R2.

Many of our customers have the Amount field on their AP Bill entry screen, like this: On my instance this field is not showing up.  I’m trying to debug why things aren’t matching up and need to get this to display on my test server.  Any advice would be GREATLY appreciated.I’ve looked in Enable/Disable Features, and didn’t see anything.I have generally only worked with the API directly, and am not very familiar with the UI customization. 

Using the ARM report for the Balance Sheet - I am having trouble with the turnover formula. I have a consolidated column and a Prior Year column but my turnover Consolidated- Prior Year is not calculating correctly. Any insight would be appreciated.  

I’m wanting to be able to setup what is a “Shared Mailbox” in Office 365 as a system email account.I’ve found this post that says it is possible but I’m not sure how the authentication would be setup as a shared mailbox doesn’t have a ‘password’ and is accessed via another user logged in who has permission.. How We Process Email Inside of Acumatica: Start to Finish (cs3technology.com) I’m assuming it would have to be POP3 and not IMAP potentially?

I have production orders that span multiple months, but the Qty to Produce is just 1 unit (e.g., large machinery or equipment). Since Acumatica only posts overhead at the time of the final move, all overhead gets booked in a single month — even though the production activity and costs are spread across multiple months.This creates challenges in monthly financial reporting, as it overstates costs in one month and understates them in the others.

Is it possible to change the Transaction Description (ARTran.TranDesc) for the invoices created when using Credit Terms with the Multiple Installment Type?Currently it generates the invoices with “Multiple Installment Split” as the description. Ideally, we’d like it to either copy the transaction description from the original invoice or not automatically post the invoice so that we have the opportunity to manually adjust the description (i.e. maybe we’d write 1st Installment/2nd Installment/etc., or Installment for Dec-2025/Installment for Jan-2026/etc.).I reviewed the discussion on an earlier thread, but as that was a previous version I was asked to start a new thread. Change the transaction description of Invoices created with multiple installment credit terms | Community 

Using an ARM report, is it possible to create a Cash Flow Statement with a column for the period and a column for YTD?

We have a home brewed web app that handles some of our system's more unique and customized functions, and it needs to make various API calls, especially to the SalesOrder endpoint.We have a push notification setup to send a notice whenever a line changes on SOLine and that sends to the web app, which then makes an API call to grab order information to update the order in its system. For each call it logs in, does its thing, and logs out. We started getting the error "Sign-in limit exceeded LoginLimit:50", and at first couldn't figure out what was going on - we thought potentially we were getting so many calls that it was logging in 10 times in a row and hitting the user limit before the previous run had finished and queuing in more than 10 logins at once. Here is the flow:     Web app gets an 'OrderChanges' Push Notification from Acumatica (We have set this up so we can track various changes and then update the shipping message in our eCommerce platform). Because we need the full ord

I created a new screen that has workflow code on it. i followed the T270 series to make it. I am having issues with disabling an action conditionally. I want the “Remove Hold” button to be disabled whenever a line item is added that has a “Stock Replenishment Type” of “Manufacture” and the Bar ID is null. In the below picture, the removed hold button should be disabled because line 1 and 3 are empty in the bar id. i have the field conditionally required, but it will still put it on hold even though an error will pop up saying that the field has to be filled out. i tried adding it in a row selected event. i also tried to do it in the workflow. but it doesnt ever get disabled. can someone tell me what i am doing wrong?protected void _(Events.RowSelected<ProtoCutLine> e, PXCache cache){    ProtoCutLine row = e.Row;    ProtoCut lineitems = SelectFrom<ProtoCut>.Where<ProtoCut.orderID.IsEqual<ProtoCutLine.orderID.FromCurrent>>.View.Select(this);    if (lineitems.Statu