Solved

Hello all, I’m in the process of testing our instance of Acumatica that we are upgrading from 2022 R1 to 2025 R1.  In my testing, I’m getting an error when trying to process a Import Scenario that we have been using for years related to creating new Produciton Orders and those Production Orders are released.  Here is the Import ScenarioWhen I try to process the Import, I get an error on the first record that says ‘BaseTotalQtyRequired’ cannot be empty.When looking at the screen, that field isn’t exposed.  Do I need to modify my screen to capture this field?  Or am I missing something in my Import Scenario?

I’ve extended the Stock Item entity and added Related Items to the entity.  I can successfully add new related items to the stock item as well as query the item and get the related items attached to it, but I can’t seem to remove a related item once it has been added other than using the web interface and manually removing it.The URL being accessed via PUT ishttps://MyTenant/entity/MyCustomEndpoint/1.100.001/StockItemJSON being sent is{ "InventoryID":{"value":"601-0669"}, "RelatedItems": [ { "LineID":null, "Delete":{"value":true}, "ID":{"value":"d6fdf2bf-565b-f011-8427-120e4ffdb993"} } ]}I’ve tried providing the ID as well as the LineID, but get the same error: "The request is invalid: An exception occurred during input parsing"I’m using the exact same method to add/remove vendor details, attributes, etc. on stock items, but just can’t seem to get it to work with related items.Anyone have any suggestions on how to accomplish this? 

We are using Acumatica 24R2.  I have successfully created a tax provider to call TaxClouds API to get sales tax data using the instructions at:https://blog.zaletskyy.com/post/2024/11/25/how-to-implement-a-custom-tax-provider-in-acumatica This works on a local development instance of Acumatica 24R2.  The tax plugin appears in the list of tax plugins on the Tax Providers screen automatically after publishing the customization. When I try to move the customization to the Cloud version it does not seem to attempt to register it and the plugin does not appear in the selector on the Tax Providers page.I also attempted to publish the bare-bones tax provider from the link as a test and that also fails to register on the cloud instance. Am I missing something obvious that would allow it to appear? Is it just not allowed on the cloud version? Any help would be gratefully received, Phil 

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? 

Hello Experts, I Was looking to create a GI for lot& serial tracked item which is having expiry date . Please have a look to this GI is any thing i missed out please comment it .  

Pick Pack and Ship Customization:We have the below requirement from a client.Find a way for Acumatica to not require us to scan the Inventory Item every time before we scan the serial number, here is the current scanning process for 1 Item that has 2x Boxes: We need to get rid of step 5 in the example below. 😊 Shipment # = 008Location = FINGOODItem = 4051DSerial 1 = HC12345Serial 2 = HC9876 Step 1: Scan the Shipment Number: 008Step 2: Scan the Location: FINGOODStep 3: Scan the Item Code: 4051DStep 4: Scan Serial 1: HC12345Step 5: Scan the Item Code: 4051DStep 6: Scan Serial 2: HC9876

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.  

We just went live a few months ago, so still learning a lot.The struggle we are facing in our DC is that we have a primary pick location for each sku. We have automated replenishment filling the primaries based a set min qty.Lets say we have sku A with a min qty of 400 in the primary pick location with a master case having 60 units per box. So each primary will have several unopened cases plus a partial cases.Filling small order and replen is fine.When we are filling bigger orders for lets say 910 units. It consumes everything in the primary and grabs a partial from a non-primary. Then partial cases is left in the non-primary and I need to refill the entire primary Is there a way for an order of 910 units. To grab 15 full cases of 60 units from a non-primary location and get the remaining 10 from the primary? 

Hi, I have some data that I’m trying to import into the Note section on Stock items. I have used and am familiar with the approach when you have multiple lines to add the CStr(‘\r\n’) in between the data elements to get the data to look correctly formatted.  The situation I’m having trouble with is that I am being given a note field in an excel spreadsheet where the actual data already has the \r\n within the data.  If I just map to that field and create the note, the \r\n seem to be ignored and it’s just one long note with no formatting.  Is there some trick or adjustment I have to make in the source data or import scenario to get the data imported in the formatted multi line way I want?  The data is variable, it could have 2 lines of data or 20, so I’m thinking trying to break apart the actual data elements into separate cells wouldn’t be an option. Thanks  Bob

Hi everyone,I placed an order for 2 units of an item.Now I’m in the Receive and Put Away screen. I entered the order number and the item number, then clicked on Quantity and entered the number 2.I want to enter two serial numbers ( for example, 00001 and 00002 ) at the same time, instead of entering them one after the other. I’d like to know if that’s possible, and if so, how it works.In general, when I order larger quantities of an item, I’d prefer to enter all serial numbers in one go rather than inputting each one individually.I’d really appreciate your help with this.Thanks in advance!  

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!

Hello, I have noticed that the reason codes are not appearing on the adjustment screen. I see them when I click into the adjustment, but they do not show on the main overview screen. I can confirm there is a column that says “reason code” but this column is blank even if there is a reason code on the actual adjustment. I can also confirm that the GI says it is pulling the data from the correct source. Any ideas?   

If I set up a substitution item for a stock item, will inventory planning take that information into account? I’m trying to figure out how much seed to order, but we are discontinuing one variety for a different variety, and expect to sell the same amount of seed. We have a forecast established but ideally I would want the new seed to show up on the inventory planning for purchasing purposes. 

We use batch picking, (4 shipments per worksheet) and sometime we need to confirm what we picked before the entire worksheet is completed/picked.Is there any way from to confirm the lines that have been picked while leaving the rest open?any thought or tips would be greatly appreciated.

I am trying to update the backflush flag on production detail. I am close but something is off….  It throws the following errorsany ideas?

I am testing serial number behavior for Production Orders linked to Sales Order line.If I pre-populate desired user-enterable Serial numbers on the Line Details tab of Production Order Maintenance, I am expecting that those exact serial numbers would be the choices when I do the final move transaction to put the finished goods back into inventory. On my Move transaction, I expect to see those same 5 serial numbers that I said I was producing to be available in my final move, but they are not available:  Am I missing a configuration somewhere perhaps? I do not understand the intent of pre-populating the serial numbers on Production Order Maintenance  if they are not available for selection during the Move transaction. Thank you.

I am just asking if this is not supported or I missed something.I am hoping that when Allow Preassigning Lot/Serial Nbr is checked in prod order, and a lot number is specified in the production order, the Move will use that automatically. It appears it doesn’t.This is example of my order:Tab Line Details: The finished good’s lot/serial class: However when Move is created, the lot number is not used automatically. 

Hi, I wonder what I should do if I would like to make the country field a not-required field. (I know that we have the default setting for this field, but I do need to make it a non-required field for my current issue.)I found an old solution to check the box under the layout properties, but now the function has been changed I wonder which one indicates some function as the previous ‘require’ box  

So i wanna use filter parameters on my processing screen to be used in the processing function without breaking functionality, this is how I’m currently binding the processing function but it can’t take parameters like this: protected virtual void _(Events.RowSelected<XCRecurringTaskFilter> e){ if (e.Row == null) return; RecTasks.SetProcessEnabled(true); RecTasks.SetProcessAllEnabled(true);// this is the line RecTasks.SetProcessWorkflowAction<XCRecurringTaskMaint>(g => g.GenerateTasks);} 

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. 

Hi,My mater financial calendar is designed in a way that start and end is not according to the general calendar. Example is as below. And I’m setting up fixed assets and when creating a fixed asset with acquisition date 27/10/2021  it gives me below error. “ FA Error: The document cannot be released, because the 05-2022 period in the posting book does not match the financial period in the general ledger for the SFT company. To amend the periods in the posting book based on the periods in the general ledger, on the Book Calendars (FA304000) form, click Synchronize FA Calendar with GL.” Then I tried the process but it gives me below error. Can you please anyone help me with this? Thank you,Dulanjana

User Role merging…..We have 53 roles mapped to AD Users - unfortunately each user has upwards of 15 roles and they obviously overlap; these haven’t been managed well and it’s time to take care of them; I would like to get this down to 15 roles, 3 or 4 roles per dept for base user, super user or manager and nothing overlapping. Therefore, each user only has one role.Does anyone know of an easy way to download the access rights from each role so that it shows individual field level access. I’m fully aware we have some user roles where field level access/blocks have been put in place; due to external tax providers and such.I’ve looked at this article: Importing Acumatica User Roles / User Security Permissions from Excel • Everything Else • Acumatica User Group Forums and this community forum Access Rights Update via Import Scenario | Community but it’s not any clearer on how to get the field level access downloaded to prepare for import scenario.

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!

Hi,I want that my action button should not reorder when I try to zoom in or zoom out on the browser.Right now my action button is getting reorder in zoom out and zoom in, Creating 3 rows.Can see the below image for more clarification. Before Zoom in After zoom in Please guide me  how my action button should not get rearrange.

 Dictionary<String, String> parameters = new Dictionary<String, String>(); parameters["OrderType"] = Base.Document.Current.OrderType; parameters["RefNbr"] = Base.Document.Current.OrderNbr; //Report Processing PXReportSettings settings = new PXReportSettings(rowExt.UsrDefReport); PX.Reports.Controls.Report _report = ReportLoader.CheckIfNull(nameof(ReportLoader)).LoadReport(rowExt.UsrDefReport, null); ReportLoader.InitReportParameters(_report, parameters, settings, false); PX.Reports.Data.ReportNode reportNode = ReportDataBinder.CheckIfNull(nameof(ReportDataBinder)).ProcessReportDataBinding(_report); //Generation PDF byte[] data = PX.Reports.Mail.Message.GenerateReport(reportNode, RenderType.FilterPdf).First(); if (!salesPersonExt.UsrBotID.IsNullOrEmpty()) {     Helper.SendByTelegramWithFile(salesPersonExt.UsrBotID, data, Base.Document.Current.OrderNbr, "Sales Order: " + Base.Document.Current.OrderNbr); }but print report in ui show correctly display