Solved

I have read 3 different posts on how to set up emails, all of them break from what is available somewhere along the way. The closest I’ve gotten is:https://community.acumatica.com/security%2Dand%2Dauthentication%2D222/how%2Dto%2Dset%2Dup%2Dexchange%2Donline%2Doffice%2D365%2Dand%2Dazure%2Donline%2Daccounts%2Dusing%2Dmodern%2Dauthentication%2Doauth%2D2%2D0%2D4638?tid=4638&fid=222But they want my email authentication to be set to: Azure Modern Authentication, all I have is OAuth 2.0, they also have an “advanced” tab, which I do not.This help article (specifically for Entra ID) (https://help.acumatica.com/Help?ScreenId=ShowWiki&pageid=7ea4c814-8b24-4a77-9ae0-9596012fbfab) fails at setting the external application’s type to OAuth 2.0 (no such option exists on the external applications screen).I’m on Acumatica 24R1. I need to get an email account configured, that email is an office 365 entra ID email. How do I allow emails to be sent from this account inside of Acumatica? Thank you!

This happens on a non billable item. Can someone assist me in troubleshooting the below issue. Brief explanation:When a user selects a project task from the search option in Acumatica, it is always displayed as a billable item. However, once the form is completed using the same information, the task is correctly indicated as non-billable. 

Hello. When I create a sales order with code it is different to the sales order I create via the UI.The order type and customer are the same so I don’t understand when the final order is different.The sales order below has been created with the UI. I only set the Customer and Customer Order Ref fields. Notice that the Contact field has been set to ‘Book In’ automatically.  To create a sales order using code, I’ve used the following code.SOOrderEntry sOOrderEntry = PXGraph.CreateInstance<SOOrderEntry>();SOOrder sOOrder = (SOOrder)sOOrderEntry.Document.Cache.CreateInstance();sOOrderEntry.Document.Cache.SetValueExt<SOOrder.orderType>(sOOrder, "SA");sOOrderEntry.Document.Cache.SetValueExt<SOOrder.customerID>(sOOrder, 7511);sOOrderEntry.Document.Cache.SetValueExt<SOOrder.customerOrderNbr>(sOOrder, "Test Order");sOOrder = sOOrderEntry.Document.Insert(sOOrder);sOOrderEntry.Actions.PressSave();The sales order created is shown below. The Contact field is empty!  Can anyo

Scenario:A Fixed Asset Clearing Account was included in an Account Group. The FA Clearing Account was used for a Fixed Asset transaction with the Purchasing+ transaction type, but the user encountered the following error:“Inserting 'GL Transaction' record raised at least one error. Please review the errors. Project is required but was not specified. Account '1210101900' used in the GL Transaction is mapped to a Project Account Group.”The FA Clearing Account needs to be included in the Account Group so the user can monitor project-related costs.Also, how to specify a Project in an FA Transaction?

Are we able to edit the title line on the Balance Sheet report? We have consolidated Balance Sheet defined and it is either showing two different company names at the top or the wrong company names when viewing the different company reports through the tree selection. I’m not seeing the ability to open the Balance Sheet in the report designer and the row and column options do not seem to apply to the company names at the top. I’m trying to determine what variables it using for the company names.

The below formula is currently working for me to display the [ARTran.Qty] for the last 365 days. Now I need to add a seperate column to my GI that displays [ARTran.Qty] for Year To Date in the Results Grid > Data Field. Any advise on how to achieve this? =Sum(IIf(DateDiff( 'd', [ARTran.TranDate], Today() )<=365,[ARTran.Qty] , 0)) Thanks in advance! 

Good morning, When a project issue is created in Acumatica there is an option to establish a cost or day impact. Once this is setup where would the cost impact appear? Would I need to create an AP invoice for say the busted water heater needing fixed? Same question with the Days impact? How does that affect my project and where would I see that appear besides just in Project Issues screen?

Hello I am currently attempting to add some rich text edit fields to my customised page in Acumatica. I have tried following two different posts with two different issues following this acumatica - How to add a memo / formatted text field ala Cases - Stack Overflow post gives me no errors but the field does not work and is only a single line which cannot have anything inputted into  as seen on the right of the image below  The second post i have tried following being acumatica - How can I add a rich text box such as in the details tab in the Cases (CR306000) screen? - Stack Overflow gives me a field which works perfectly i can put data in and it saves. However whenever i go to the page it is on i get an error reading “ undefined: Cannot read properties of undefined (reading 'getValue')” Anyone able to help? Do not mind on which method ends up working Thank you!

 Hello All,I have a scenario where I created a new tab called “MyOrder” on the Sales Order screen (SO301000) using a Customization Project. Inside this tab, I have a grid bound to a custom table (MyOrder) that has a foreign key relationship with SOOrder (OrderType and OrderNbr).The grid correctly shows the data after I insert records inside the RowPersisted event of SOOrderEntry. The data comes from an API call (currently hardcoded for testing). Here is a simplified version of my code:public class SOOrderEntry_Extension : PXGraphExtension<SOOrderEntry> {                                                                             public PXSelect<MyOrder,         Where<MyOrder.ordertype, Equal<Current<SOOrder.orderType>>,           And<MyOrder.orderNr, Equal<Current<SOOrder.orderNbr>>>>>     MYOrder;      protected void _(Events.RowPersisted<SOOrder> e)     {         SOOrder row = (SOOrder)e.Row;         if (row == null) return;      

Hi everyone,I’m currently working with Acumatica and trying to expose a custom table via REST API. I created a custom API entity and endpoint, but the API response doesn't return the expected field values.    I created a custom graph:And the DAC:I also created:  A custom screen VX101010 A custom REST API endpoint, in which I manually added a new entity for webOrderTaxComparison and mapped the fields to the webOrderTaxComparison view.Using Get API  GET /entity/webOrderTaxComparison/20.200.001/webOrderTaxComparisonSince I created a separate custom API endpoint and manually mapped the fields, is there anything else I need to do for Acumatica to return the actual field values in the custom object?  Any tips would be greatly appreciated!

Hi, I've created an import scenario to import customer payment methods, and the import completes successfully. However, the imported payment method is not appearing under the Payment Method tab in the Customer Master screen. Could someone assist me with this issue?For reference, I have attached the Data Provider and Import Scenario.Thanks 

Client has a business event triggered by schedule to run everyday (workdays Mon-Fri) to send email notification but doesn’t want to send it when it is a Holiday.  Is there a connection between Holiday list define under 'WORK CALENDAR' to 'Automation Schedule' function?

In the form of reverse Tax import from Bill. when select bill that usd currency but in current field of form it displays khr currency. please advise me how to make the currency from bill

Hi,I am trying to figure out a way to make cases that are being created by incoming emails automatically be assigned to to certain case classes based on rules. I only see how to assign them to different employees in the organization, not how to create a map for case classes. I appreciate the help! 

We just really started using the location tracking map in Services and noticed that sometimes location information would stop transmitting. After digging into our setup on our Android devices we have found that the Location Permissions are only Allowed only while using the app” instead of “Allowed All the Time”. The “Allowed All the Time” is not an option. There is no we we have found to allow all the time and our technicians don’t necessarily keep the app open on our devices. Can the Mobile app be updated to allow All the time Permissions?

Any know where this column value comes from?  It is used on Visible settings in the remittance area. When I this field is printed in the Balance Due column,  The DAC is APPrintCheckDetailWithAdjdDoc and there are no incoming or outgoing references.  Looking at the data the only value is A.wnen not I this field is printed in the Balance Due column   

Hi Acumatica,Is there a way not to require the Production Order Nbr.?The client's requirement is to run a critical material for all production orderIs there another report in Acumatica that will satisfy the requirements?Thank you! 

Hello Acumatica Community,I am customizing the delivery note report (SO642000) in Report Designer, and I need to display the customer contact information from the related Sales Order (SO301000).To do this, I believe I need to join the SOOrder table to the SOShipment table, but I’m not sure how to properly set up this join in the report.Could someone please guide me on: How to join SOOrder to SOShipment in Report Designer? Which fields should be used to link them correctly? Any best practices for adding this kind of join? Thank you very much for your support!Best regards,Pantea  

Is there a way to adjust the metadata of a generic inquiry exposed via OData?  I have a simple customer balance inquiry that an external CRM system will use to get an account’s balance.  The friendly names of the parameters are “Company” and “Customer”, but the OData field names are “BranchID_2” and “Account”, respectively.  Also, the response includes fields that aren’t in the Results grid of the inquiry.  Why? Presumably because they are fields used in the joins and aggregation, but there’s no need for them to be in the response as it just adds clutter.  Thanks. 

Hello.  We are struggling to get the embedded signature to work when printing checks.  It appears to be set up correctly as the Admin users can print a check with the signature.  However, the AP Clerk responsible for this is not able to print a check with the signature.  It just prints the check, but not signature. I suspect there is a security setting I am overlooking somewhere.  Any help is much appreciated!

I am dynamically creating grid columns on a Modern UI grid. This works great.What is not working great is that the dynamic columns seem to vanish when the grid ‘refresh’ button is used or the grid paging is used.Does anyone know how to prevent this?TypeScript:@gridConfig({ adjustPageSize: true, exportRowsLimit: 5000, fastFilterByAllFields: true, generateColumns: GridColumnGeneration.AppendDynamic, //generateColumnsAfterSelect: true, pagerMode: GridPagerMode.Numeric, preset: GridPreset.Inquiry, preventInitialFocus: true, repaintColumns: true, //statusField: "Availability", suppressAutoHide: true,})export class DXDynamicResult extends PXView { @columnConfig({ width: 70, textAlign: TextAlign.Left }) DXResultNbr : PXFieldState;} tagging ​@vanit05 because of this post

I am trying to enter a Disassembly for a Production Order. I entered the original Production Order number in the References tab, but Materials in the Disassembly order are using their current cost.  The reason we are doing the Disassembly order is to correct the inaccurate Materials cost from the original Production Order. How can we get the original Production Order “reversed” using the original costs? 

I have open screen using PXRedirectHelper.TryRedirect(graph, PXRedirectHelper.WindowMode.Popup); Now i will need to close this screen.

Good day can you help me with this im seeing an error on my end when importing 

I have added two unbound custom fields to the List Members grid of the Marketing Lists screen.These fields are coming from two Attributes on the Contact.They display correctly which is a good start.  However, if I try to sort by Department for instance, it sorts the current list of items in the grid, not all records in the grid.If I try to filter the Department column by “SALES”, it shows one record for SALES.  I believe it is grabbing just one record from what is being displayed in the grid, not all records in the grid.I suspect this might be due to the fact that I have unbound fields added to the grid’s DAC.It is not an option to add these two fields to the table.  This would not be a viable solution.I overrode a method to get these values from the contact attributes for each record.Here is my method to get those unbound fields.[PXProtectedAccess]public virtual IEnumerable listMembers(){ if (Base.MailLists.Current is null) yield break; PXCache myCache = Base.Caches<Contact>();