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Hi community,I’ve customized the Invoice and Memo, standard invoice report (ar641000.rpx) by adding a custom report that includes a subreport to display tax details like VAT name and amount. The subreport works correctly when I run it from the Parameters screen — VAT values and names display as expected.However, when printing the invoice through the Print action on the Invoice and Memo screen, the subreport shows 0.00 for tax amounts and 0 for VAT names.Could this be related to parameter passing or visibility of data when run from the main report?Any suggestions or best practices to ensure the subreport receives the correct tax data when printing through the screen.Thank you

I am trying to add this field to the inventory lookup in SO.Line PX.Objects.IN.InventoryItem.usrSeattleItemNbr However, when I add the column the attribute adds the following path...note the EXT.typeof(PX.Objects.IN.InventoryItemExt.usrSeattleItemNbr) There is no InventoryItemExtSelector column in SO Details does not show my added fieldsIf I edit the attribute to InventoryItem.usrSeattleItemNbr it fails validation. Any ideas to troubleshoot would be appreciated...thanks.    

Hi allPerhaps a case of running before I’m walking here and quite probably missed some step in the docs/examples. So what I’ve done is develop a customization which I intend to build an extension library from. In this customization I created a report (This report is kind of like a Purchase Order).  Now what I want to do is to via a rest service call where I pass in a record id, download this report as a pdf.In the customization I think I’ve got the method sorted to generate the pdf document, but I can’t figure out how to wire up a service endpoint to trigger this method and return the pdf.  Are there any examples around I should be looking at?  Or advise on how to do this? 

Hello,We have an API that is inserting data into two fields when an Opportunity record is created. Right now the insert happens after record creation while the user is viewing the record. If the user enters any changes and saves, they receive an error since the record was updated via the API. Has anyone faced a similar issue? Is there a way to avoid the error with an automatic screen or field refresh for those two fields? Or a way to pass those fields into the save that is triggered from the user?Thanks!

Does anyone have experience creating an API to insert records from SQL Server into Acumatica? I’m currently working on building an integration that transfers data from a SQL Server database into Acumatica using the SOAP API, specifically for the Receivables module (Invoices and Memos screen). Any guidance or examples would be appreciated!Im stuck 😞 What i started using System;using System.Collections.Generic;using System.Data.SqlClient;using System.Linq;using System.Web.Services;using AcumaticaClientLib.AcumaticaDefault24;using AcumaticaInvoiceClientLib.Models;namespace AcumaticaInvoiceClientLib.Services{    public class InvoiceUploader    {        private readonly Screen _client;        private readonly string _connectionString;        public InvoiceUploader(Screen client, string sqlConnectionString)        {            _client = client;            _connectionString = sqlConnectionString;        }        public void UploadFromSql()        {            Console.WriteLine("🔄 Cleansing

Does the system support the billing of cases via project billing? On a case, I enter a billable work item and link it to a project and task.  I close (not release) the case.  The time shows on a timecard which I release.  For a billable case, in PMTran, I see the transaction marked to exclude from billing.  For a non-billable case, the transaction is not marked to exclude from billing.  In either case type, the time does not appear (not available) on the proforma invoice.

 I have one production order with two operations and 3 qty, serial track and Include scrap in completion checkbox is unchecked in production preference screen.Now I have created one production order with 3 qty, three serial lot SRF000131, SRF000132 and SRF000133 Generated on production order released.Now I have created first move operation for first operation, 1 qty scrapped (SRF000131) with scrap Action quarantine and qty is scrap checked, and other two qty I have moved.Now I have created second move operation for second operation, I have moved all 3 qty but error is coming "Error: Serial Number 'SRF000131' for item 'AAMACHINE1' is already received".I have already unchecked Include scrap in completion checkbox in production preference screen. same case for lot track is allowed to move operations.why different behaviors for lot track and serial track...please suggest ..Thanks

This question was asked 4 years ago.  I have the same issue.  However, I think the solution provided in this topic is frankly unacceptable.  Unless of course, I’m missing something obvious.Issue with displaying Inventory ID in mobile app | CommunityIn my GI, I am displaying the Inventory CD.  Looks great when viewing on the site.Per the link above, when the GI is displayed on the mobile app, the Description field is shown, not the inventory CD “by design”.  Well, that doesn’t seem like a good design.If I follow the old link, I have to uncheck the Expose to Mobile App and basically, rewrite the entire GI as a new mobile screen.  By exposing the GI to the mobile app, it is doing everything we want except for actually displaying an inventory id (cd).  There HAS to be some way to modify the GI results grid to show the Inventory CD in the mobile app without recreating the ENTIRE page on the web app.Has anyone else figured a workaround for this? EDIT:  I meant to create this in the Develop C

Hi everyone, I have a created a service order billing cycle:Run Billing for: Service Orders Group Billing Documents by: Service OrdersIn an appointment I have a service item with an estimate of 4 hours but the actual qty is 6 hours. After closing the appointment the item is transferred to service order for billing.However instead of the actual amount of 6 hours the only 4 hours are billed when running billing. If I change the billing cycle to: Run Billing for: Appointments Group Billing Documents by: Service Ordersnow billing is moved to the appointment which will create multiple invoices which isn’t what we want. Changing the billing cycle: Run Billing for: Service Orders Group Billing Documents by: Appointmentis not permitted by the system. Is there a way to to make service orders bill the actual amounts and qtys from the appointments? Or am I missing something why this isn’t supposed to work? Thanks

Hi,I am looking for any end point that can help me create landing cost entry in ERP. I could not find anything in the documentation. I have anyways created a custom end point with all the necessary data points but not able to get the right result. Can someone help me if they have come cross a scenario where in they have to create a landing cost via API.Regards,Nawaz, Mohammed 

I am looking into converting some custom pages to modern UI.  The underlying DAC of these pages frequently uses DescriptionField derived from PXEnityAttribute to modify how an attribute is displayed in a grid.  For example:        [CustomerActive(Visibility = PXUIVisibility.SelectorVisible,            DescriptionField = typeof(Customer.acctName),            Filterable = true,            IsKey = false)]The underlying attribute is an int for the customer ID, but rather than displaying that int it displays the string Customer.acctName to the end user.This works fine in classic UI, but when pages are converted to .html files and .ts for modern UI, the conversion process doesn’t seem to respect the presence of description fields.  The selection process works fine, but the final thing displayed is the non-descriptive int.How do I need to amend the html or ts to give it a hint regarding the presence of the DscriptionField on the DAC property?

Hi ,What’s this AM Error when processing the Move Release in Production form?Has anyone seen the error before?It’s weird that the GL comes out but the debit and credit line are missing.I think it’s the system try to create Production Cost transaction GL but failed.Is there any production cost setting or chart of account setting I missed?  

When installing my demo instance, redirecting to the website didn’t show the default password already set-up. No I am not sure how to log in. Help with this please.

The Customer Lookup functionality on the Modern UI Sales Order screen doesn’t seem to be working. I’m not sure if I haven’t enabled a feature that is required to make this work? I spun up a new instance of 25.101.0153 to check out the latest functionality and enabled Modern UI by default during installation. If I click on the pencil next to Customer I can make a new Customer, but how do I select an existing customer for the Sales Order?Can anyone help me out here? Thanks, Jonathan 

Acumatica customization gurus, is it possible to reference the UserPreferences.DefaultSite field in an event?  Code snippet is below, but I’m receiving the error ‘UserPreferences’ does not include a definition for ‘DefaultSite’.   The field does exist in the SQL table in my local test environment.  Thanks in advance!             var line = e.Row;            var currentUserID = PXAccess.GetUserID();            UserPreferences prefs = PXSelect<UserPreferences,                Where<UserPreferences.userID, Equal<Required<UserPreferences.userID>>>>                .Select(Base, currentUserID);            if (prefs?.DefaultSite != null)            {                line.SiteID = prefs.DefaultSite;            }  

On the reconciliation statement CA302000 for a credit card statement, should the Statement Balance field be a negative as the credit card is a liability and the GL balance is a credit?  My client is starting a reconciliation, and I wanted to verify that the balance should be -100,000.00 for the reconciliation.Thank you!

Hello Comminity,I would appreciate help with below requirement. I have a company implemented in one country and the company is now expanding to another country. The same solution will be applicable. the only change would be the base currency and taxation . I'm looking for a way that easily roll out the solution to a new tenant which is for the new country.  I tried with snapshots but all export modes pull the data with the company settings as well. Then I'm not allowed to change the base currency. (I don't intend to use global finance).Is there any easy method that meets the above requirement?Thank you,Dulanjana  

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!

HI All!  I am attempting to design an import scenario that will create PO Return Receipts.  I am unable to successfully import when attempting the “Add PR” step.  Here are the details:I have a data provider that is a GI containing the original receipt details Here is a screenshot of the existing Import Scenario: The highlighted area is where the issue is occurring.  If I remove the <Dialog Answer> and the <Action: Add PR> (AddPOReceiptReturn) line – the import executes and creates a Return Receipt without the Receipt details If the import is executed with the lines, an error occurs but there is no error message This is the part of the entry that I am attempting to automate in the import that is failing:I appreciate any assistance or advice on how to make this import run successfully.Thanks! Michelle

Hi, I have two local instances of 2022.217.202.5321 hosted on the same PC which have two different customisations.  On one of these instances the debugger behaves perfectly, on the other it doesn’t. On the one that doesn’t behave I was getting lots of missing symbols/can’t load Nlog.pdb, etc. messages.  After doing some research on symbols, I ended up changing the paths in the yellow box below in Visual Studio from tools Options/debugging/symbols. On the instance which is having the problems I currently have:C:\Users\John\Wrk\Helm\MYOB Versions\MYOB.Advanced-2022.217.202.5231\Files\Bin C:\Users\John\Wrk\Helm\MYOB Versions\MYOB.Advanced-2022.217.202.5231\Schick_20230929\BinI set these to make the unable to load symbols messages I was getting go away.  Have never had to mess with these before and I’m not 100% sure that I am doing the right thing here - but id did resolve the missing symbol problems. On the instance which works fine I have:c:\users\john\wrk\helm\natt C:\Users\John\Wrk\Hel

We currently have consolidated financials setup so that company’s BLC and BBLPMC are included when running financial reports for company BLLLC. We also need company BLLLC to be included in these financial reports, but they are not being included.  I took a look at how the Unit Set is currently defined and it shows the following:Do I just need to add the parent company to the value to include it withing the consolidated reports like so? Am I going down the correct path with these changes or is there more that I need to do have data from all three companies within the consolidated reports?

We are currently implementing Acumatica and transitioning from NetSuite. In NetSuite, the "Created By" field is easily visible on most forms, which helps our users quickly identify who created a record.In Acumatica, I see that the "Created By" field exists in the Audit History, but not directly on the form itself. We would like to have this field (and possibly "Created On") visible at the form level for ease of use.Has anyone implemented this? What is the best way to display the "Created By" field directly on a form in Acumatica?

Can someone let me know what the logic of the conversion of units of measure is. I have read the help area about 10 times and I must have a mental block as it seems to be the reverse of what I would expect for converting from one unit to another. i.e. I would think converting a box of 10 bottles to a base of 1 bottle would require the instructions to divide by 10 but the operand is multiply. I am feeling quite stupid about this so please be gentle.. 

Despite the fact that there is a built-in “Westpac Business Credit Cards” option in the Financial Institution field on the Apply for Bank Feed screen, the credit cards cannot be found in the drop-down bank account field on Westpac website. Our client called Westpac and the reply was “credit cards can’t be set through Bank Feeds”. I put a question mark on this reply and am wondering if there is anyone setting up Westpac credit card bank feeds before?

Hi there,Which Role do I need to grant a user so that they can use the Product Configurator in a Sales Order to configure an item? When they click the Configure button to launch Configuration Entry, they get this “Error: You have insufficient rights to access the object (ConfigurationEntry).” Thank you!Jon