Solved

When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below). Thanks!Pete  

Hello. I am looking for anyone who uses the system to estimate freight quotes for potential sales opportunities or quotes.  We are working on uploading the weights and dims for products currently, but interested in ideas for sales to use the system to quotes vs requesting shipping for quotes.   Thanks. 

I am trying to create a report that will list vendors with and without balances but once Vendor DAC is joined with APHistoryByPeriod, only vendors in APHistoryByPeriod are shown. I am not sure who to translate such condition to the report designer. Like if [Vendor.AcctCD] found in [APHistoryForReport.VendorID] then show $VendorBegBal otherwise 0. I have attached report for reference. Thanks so much in advance.  

Hello All,In Events Handlers, I am wondering how we can locate fields that business logic has raised and/or set error/warning for them. Basically what are the fields that have Red crossed circled or yellow exclamation?

Hi everyone, Is there a way that the condition @me in the generic inquiry be turned off if the login is not equal?  I have created a generic inquiry to see Sales Orders however we want to limit it in which if the Salesperson of the Customer in the SalesOrder is @me, I would only be able to see orders where I am the Salesperson. If not, I am able to see all sales order. I hope I explained it clearly. (Note: I’ve included the GI in question. Thank you so much in advance.)

Hi Everyone, We have some generic inquiries that were published with view only access to some users.  At times, it seems like the parameters on the inquiries malfunction and are read-only.  It seems that changing the access to Delete on the generic inquiry resolves this, but I want to understand if this is by design or is a bug and what the best practices are for permissions on published generic inquiries.  It doesn’t seem to me that assigning Delete permission on a GI has any potential issues with data being modified since the user would need the appropriate actions on the underlying screens (I believe), but looking for some confirmation here.Thanks,Mike

We need to display the whole Production Ticket report (AM625000]) in the Spanish language. Could you please guide us on the best practice to localize this report

I’m starting in on code customizations with this simple project, but I don’t know how to do the last step. In brief, I have added a PXDBScalar field to an SOShipment extension which pulls in the External Status field from SOShipmentCarrierData. The code displays correctly (C, S, or N), but I would like it to show the more user-friendly descriptions of ‘Completed’, ‘Workbench Processing’, or ‘Not Submitted’ respectively. Is there a way to have that display instead of the underlying code? Context:The goal is to have the PaceJet processing Status visible on the Process Shipments screen (SO503000) so that we can distinguish between shipments which have finished processing in the external carrier and those which have not; We don’t want to prepare invoices on shipments which have been confirmed but not fully packed through PaceJet.To accomplish this, I extended SOShipment with a Scalar value using the following code (adjusting the code from another post)public class SOShipmentExt : PXCacheEx

Hello,I want to add some data fields to the fop of the project form, but I am not sure where to get the data.  I figured out how to add the data in a customization project, but I am not sure where to get the data.  Any suggestions on how to find the following data? I want to add 3 columns, one for current totals, pending AR and Pending APCurrent Totals AddActual Subcontract AmountUnreleased RetainageOpen Amount duePending ARPending invoice amountPending RetainagePending amount duePending APPending APPending SubcontractsSimilar to this, a financial summary tab would also be nice, almost a dashboard page.This data would be nice because non-financial literate people can see the status of the project, is retain still released, etc.  When working through payments, there is a lot of time we have pending subcontracts for approvals, its a good way to see what is sitting out waiting for approval.  Gives a better read of the project. Thanks for the help!

In the course of attempting to add an unbound field to the grid of the ‘Critical Materials’ screen (CriticalMaterialsInq), what should have been a simple task turned into much more. Here’s my assessment of why, but I would love to hear some feedback from people who have a more thorough understanding of how the Acumatica cache works.The grid is based on the ProdMatlRecs data view, made up of SelectedProdMatl records. The SelectedProdMatl records are created from AMProdMatl records and inserted into the cache in a data view delegate (prodMatlRecs()). Here’s where things get interesting.If the cache contains records marked as inserted, these records are ‘yielded’ and that’s itbool itVar1 = false;IEnumerator enumerator = this.ProdMatlRecs.Cache.Inserted.GetEnumerator();while (enumerator.MoveNext()){    SelectedProdMatl itVar2 = (SelectedProdMatl)enumerator.Current;    itVar1 = true;    yield return itVar2;}If there aren’t any ‘inserted’ records, the results are selected and constructed fro

Hi community, Has anyone tried adding the Excel export/import functionality on the Attributes tab? I am trying to enable this on the Projects form but the Attribute column is not visible and so,  the import does not update the recordsThis is what I have done On the Customization project, set AllowUpload true and InitNewRow TrueTo allow importing and expose the AttributeID I added the following code public class ProjectEntry_Ext : PXGraphExtension<PX.Objects.PM.ProjectEntry> { #region Event Handlers [PXImport(typeof(PMProject))] [PXViewName(Messages.ProjectAnswers)] public CRAttributeList<PMProject> Answers; public void PMProject_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { PXUIFieldAttribute.SetVisible<CSAnswers.attributeID>(Base.Answers.Cache, null, true); } #endregion }but still the Attribute is not shown on the import settings  Attached is the customization if anyone wants to take a peek(I am testing on 24R1)

Using the REST API I need to know which is the first record (chronologically) of JournalTransaction. That is, the one with the eldest CreatedDateTime.How can I get that? What's the default ordering of that collection? Can I do something like sort + top=1?

Has anyone had this situation and how did you resolve it?Customer sends us a forecast for the year, by item.  They are going to buy $1,200,000 of product in the year 2025.  The distribution is $100,000 per month estimated spend.  We also want to compare what they said they forecast to actual spend (invoices).  This becomes a rolling 12-month forecast so it can span multiple calendar years. In late February they tell us they want to change the forecast and move the $50,000 for March to April.  April now becomes $150,000.  

I recently got Microsoft Surface Laptop. I planned to install Acumatica local but then i started to see error messages when installing SQL server. I found that the process Snapdragon(R) X 10-core X1P64100 @ 3.40 GHz   3.42 GHz is not compatible to install SQL server. Any suggestion or alternate way to install Acumatica and SQL?

We recently switched to Acumatica Pay/Fortis and are now receiving an error for invoices that have >99 items.  We had a similar error with Avalara and they had to update their hardcode to Allow us more line items, is the solution with Acumatica similar? Please advise how we can resolve this. 

Hello,I would like to ask if there is available mapping (import scenario) for multiple delegates?Appreciate your help.  

Does anyone have a matrix they’d like to share with me that deciphers what you can do with Single Tenant multi branch but cannot accomplish with Multi Tenant?  (and vice versa) Ex:  2 different tenants under the same URL (multi tenant); Company A enters ap bills; Company B cannot pay those bills that were entered in Company A. Ex:  2 different branches under the same tenant (single tenant); Branch A enters ap bills; Branch B can pay those bills that were entered in Branch A.  (and I think the same applies with single tenant using companies) Thanks 

Hi Everyone,In a Single Tenant Multi Company Environment, I’m trying to create a row-level security for item restrictions based on the item classes. Wherein company A will have visibility to all other item classes and related items and Company X will have access only to the X item class and items created for through the same class. Based on row level security set up in Inventory Item Access form (Referred document:  https://help.acumatica.com/(W(330))/Wiki/ShowWiki.aspx?pageid=09c9c94d-1707-4e24-bb2c-29343e18864f) I was successfully able to restrict the item visibility for the companies as shown below. However when creating orders i can still see all other items in the tenant.Have I missed any steps during configurations? or otherwise, how can I ensure that the user will only be able to select from the list of items restricted to the user? Thank you in advance!

how to install Acumatica ERP in Linux ?or how to setup acumatica ERP in Linux ?We use Ubuntu 22.04 version

We have Change language English to Dutsch. The page is convert into german language. But there wiki files contents not convert. This is the changed formBut there wiki is not change  

Hi Acumatica Support,Is there a way to tag a limitation of Warehouse Capacity?For example, Warehouse A is limited to 100 KG     When in Warehouse A, Item 1 has 50 KG                                          has Item 2 with 40 KG      When we receive an additional 30 KG for Item 3, the system will warn that this item will exceed capacity.Thank you!  

I want to map workgroup from company tree with customer directly. In employee we can map to company tree workgroup but customer module cannot find where to map workgroup. Can we make or not ?Because I want to configure approval in sales orders I see this  

I am working on an implementation that involves Non stock items on Sales Orders.There are two workflows involved Counter sales and Project Sales.We have 2 different order types setup; one with Invoicing for Counter sales and one WITHOUT  Invoicing for Project sales (material issue only).The system is set to assign the cost on sales.It appears that the cost side of the transaction gets generated when the Invoice is processed, si this works for the Contract Sales.For Project Sales order no cost transaction are ever created.How do I get the cost of the nonstock item to hit the project without Invoicing?.There was a change in the Service module that seems to have address this process for a service Order and this functionality seems to be missing from the Sales Order workflow  

Hi there,I’m trying to create an import scenario for SM204002.I cannot obtain the number associated with the Email Account ID for the import to work. “EmailAccountID” is the key field, however, it is stored as an integer. My attempt at creating a GI to pull this information only reveals the Account Name. To illustrate, in the second screenshot below, looks Acumatica requires the integer, rather than the name displayed.  Yet when a GI is created, no integer is provided, only the Account Name  How do I go about obtaining the integer key field for my import EmailAccountID?