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I created a user defined field [Location.AttributeCHILDACCT] that is of type String ( nvarchar)In my generic inquiry if [Location.AttributeCHILDACCT] is blank then I want it to pull in the Project Customer [PMProject.CustomerID] otherwise I want it to pull the string in [Location.AttributeCHILDACCT]Here is my formula: =iif(([Location.AttributeCHILDACCT]=' '),[PMProject.CustomerID],[Location.AttributeCHILDACCT]) I keep getting the error message below.  The C002452 is the [Location.AttributeCHILDACCT] field. The issue is definitely with my condition in the iif statement. Are you able to set a string to a condition of blank in a GI?  I think I just don’t have the correct syntax for the empty condition.  

Hello,  Does anyone know how to convert a decimal values to inches in report designer?Example: Customer orders 12.50 feet in ACU on the sales order screen but want the value displayed on the report as 12ft 6inches.  Thanks

We use Acumatica in retail, receiving inventory and matching bills later to receipts. How to reconcile balance at the end of the month of clearing account to Balance Sheet? I cannot see any generic reports that will allow me to do that. Any ideas? 

Hello Everyone, Please advise on how to hide the list of other tenants from the customer portal login screen?Thank you,Jennifer

Hello! I am trying to use an input mask to allow for numerical entry only where the number has two decimal places. For instance, we manufacture parts that have dimensions such as 68.50” and 82.25”. I tried using the input masks ##.##” and 90.99” on the attribute itself but when I enter the values above I get the following results:68.50” → 68._5”82.25” → 82._2”. I had figured out that we could use something such as 90.99#” but it then returns values as: 82.25” → 82._25” This isn’t ideal and could get confusing. Is there anyway to force a number right after the decimal?Also, I believe I found a bug in the system when it comes to these input masks. Using the 90.99#” input mask above, it registers the number but every time I click on the attribute and click off it reduces the number and adds a space. Thank you!

Hi, I am adding a few custom fields to ARInvoice and ARPayment. How can I prevent these fields from being picked up in the copy/paste functionality? I tried redefining the data view in a graph extension with a new PXCopyPasteHiddenFields attribute, but it did not work.

I created a generic inquiry that pulls data from the Purchase order module. I pull that data into excel and use with an import scenario to create records in the equipment module.Now that the report is created and import scenario is mapped and setup, I would like to have another dept at the company do the import monthly but I am concerned about giving them full access to the import scenarios.  Is there a way to limit access so they can run this one scenario but not have access to others?

We had an invoice 400.94 and our customer paid 400.95 what is the best way to correct this in our system? Do we create a credit memo on the invoice or can we do a -.01 in the write off amount?

We are planning to introduce a custom frame order for our Online store on Shopify. The customers will pick the pre-configured sizes for their custom orders. Right now, our staff will create a custom Sales Order in Acumatica then create a Production Order. Wondering if it's possible for the custom orders to be auto create as Production Orders once they have synced to Acumatica? 

A custom field was added to AMProdItem and am trying to update via import scenario, but I only see a handful of field on the table. Is my syntax wrong or does it need to be exposed via another method? 

Does Acumatica or any partner have documented best practices for managing the publishing of customizations that can be shared with me?  I am looking for a customer facing document to explain the need for discipline and coordination where customizations are created by multiple sources. Edit, I did find this blog post https://www.augforums.com/publishing-an-acumatica-customization-project/.  However, may main point is that I need to reinforce rule #2.

Today all our PUT requests regarding Appointments seem to have stopped working via the REST API.  We’re using a custom endpoint.  Has anybody seen an error like this before?  We are a bit stuck, as all the endpoints were previously working."message": "An error has occurred.","exceptionMessage": "Sequence contains more than one matching element","exceptionType": "System.InvalidOperationException","stackTrace": at System.Linq.Enumerable.SingleOrDefault[TSource](IEnumerable`1 source, Func`2 predicate)at PX.Api.ContractBased.EntityExportContextBuilder.GetDescriptorKeys(EntityImpl entity, String baseMappingKey, Boolean includeNulls) in C:\\build\\code_repo\\NetTools\\PX.Api.ContractBased\\EntityExportContextBuilder.cs:line 2064at PX.Api.ContractBased.EntityExportContextBuilder.TryDetermineDescriptorFromValues(EntityImpl entity, String baseMappingKey, EntityDescriptor& entityDescriptor, Boolean includeNulls) in C:\\build\\code_repo\\NetTools\\PX.Api.ContractBased\\EntityExportContextBuil

I have a custom field UsrLotNumber in the POLine table.  I want to update that field to the PO Number.  Please don’t ask why the customer wants to do this…The issue is that the PO Number is “<NEW>” until after you save the PO.I put code in the RowPersisting handler of the POLine table.However, the OrderNbr field is “<NEW>” at this point.  I tried putting the code in the POOrder rowpersisting, but it still doesn’t save to the DB.This is my POOrderRowPersisting code.  It shows the value in the grid after saving, but no update to the DB.protected void POOrder_RowPersisting(PXCache cache, PXRowPersistingEventArgs e){ var row = (POOrder)e.Row; foreach (POLine line in Base.Transactions.Select()) { BSPOLineExt ext = line.GetExtension<BSPOLineExt>(); if (ext == null) return; InventoryItem inventory = SelectFrom<InventoryItem>.Where<InventoryItem.inventoryID.IsEqual<@P.AsInt>>.View.Select(Base, line.InventoryID); if (inventory == null) return; INLotSerCl

Hi everyone,I'm working on a customer invoice import scenario, and I’d like to know if it’s possible to use the "InvoiceNbr" field as a unique key to identify invoices.At the same time, I would like to keep the automatic numbering for the RefNbr field, and use InvoiceNbr to detect duplicates too.Ideally, if an invoice with the same InvoiceNbr already exists in the system, the import scenario should raise an error and prevent the duplicate from being imported.how can it be configured?

RS201000.ts codes:import {    PXScreen, graphInfo, createCollection,    PXView,PXFieldState,    gridConfig,PXFieldOptions,GridPreset } from "client-controls"; @gridConfig({    preset:GridPreset.Primary})export class RSSVRepairService extends PXView{    ServiceCD : PXFieldState;    Description : PXFieldState;    Active : PXFieldState;    WalkInService : PXFieldState<PXFieldOptions.CommitChanges>;    Prepayment : PXFieldState;    PreliminaryCheck : PXFieldState<PXFieldOptions.CommitChanges>;} @graphInfo({    graphType:"PhoneRepairShop.RSSVRepairServiceMaint",    primaryView:"RepairService",    hideFilesIndicator:true,    hideNotesIndicator:true})export class RS201000 extends PXScreen{    RepairService=createCollection(RSSVRepairService)}RS201000.html Codes:<template>    <qp-grid id="grid-RepairService" view-bind="RepairService"></qp-grid></template>

I am no sure what I am missing in configuration but I cannot select a project on an expense receipt or claim. I can see the project field but only default X is listed. Furthermore, the project task field does not display. I have configured a corporate credit card and non project related expenses are working as expected. Any ideas as to what I am missing?

Hello all,I have been wondering if its possible to enable UDF for the Stock/Non-Stock Items screen. If not then how can we get this. We are not looking to make use of Attributes tab & apart from customization what are the other options? Thanks in advance.

Hi all,Is there a low code way to restrict the visibility of cases based on certain criteria?Our quality cases usually come in two varieties: application (ie, the customer didn’t apply the graphic properly) and other reasons (these are internal production issues on our end).We want our Sales team to be able to address the Application issues, as they know how to walk the customer through the process of application.For the rest of the cases, they are not relevant to our Sales team.Can I low code something like “if Workgroup = Sales, then restrict visibility to UNASSIGNED or APPLICATION”?Can I do this low code? Customization? Row level security? Something else?  

Do we have an import scenario for customer restriction group? How to setup customer restriction group manually?

how do i get the “Download Outlook Add-in Manifest”its not displaying in my profile page. 

Good day,I want to change ID on some of inventory items.  Questions:  Does this change id update all completed production orders, and sales orders?  It does work on Open Sales Orders, BOM and Production Orders that are in planning.Thank you.Evan 

Hi,Is there any possibility to reserve a sales order though the quantities in the line levels are not shipped fully?

I am writing an iterface to pull open operations from Acumatica but I am finding that the planned setup time and planned run time doesn’t appear to be in the operation records.  Where would I find these?

Can someone explain to me the capabilities of the Acumatica - SendGrid Integration. I do not see much literature on the integration since 2022.  Does this integration work successfully on a consistent basis? What can it do vs what can it not do via its integration?  I am a new client of Acumatica, and we are looking to do our email marketing directly out of Acumatica and then pull the information into campaigns. We need the ability to mitigate risk against being blacklisted after sending out an eblast, can it unsubscribe users from a list, does it allow the use of templates inside Acumatica, do the analytics only live in SendGrid? Any and all information on this integration would be very helpful. Also, if there is a better integration to look into please feel free to share. Many thanks in advance for anyone’s time and consideration. 

Hi Acumatica,I am trying to add parameters to a report for Inventory Transfers. I need to add DocType and RefNbr. I have run into this issue before, but the DocType allows me to select from the dropdown of Document Types; however, I cannot get the RefNbr to do a lookup of the Reference Numbers.   Any suggestions?Thank you!-RJ