Solved

Hi All,As per our requirement I have created a new COA 20040 - while creating the same selected use default sub account check box and saved.  At the same time while creating Non Stock Items selected this sales account and updating  default sub account.  it is not allowing me to save and showing an error as below 'Sales Sub.' cannot be found in the system. Please verify whether you have proper access rights to this object.  I have verified all access rights and provided necessary accounts.  Stil showing same error.  Please help me how to fix this issue.  

Hi,Building an integration with Shopify for a client. I am using custom fields to store the order ID keys and there is a PXCheckUnique in place on this field to prevent duplication. #region UsrMAXXShopifyOrderID [PXDBString(30)] [PXCheckUnique( Where = typeof(Where<SOOrderExt.usrMAXXShopifyOrderID, Equal<Current<SOOrderExt.usrMAXXShopifyOrderID>>>))] [PXUIField(DisplayName = "Shopify Order ID", Enabled = false)] public string UsrMAXXShopifyOrderID { get; set; } public abstract class usrMAXXShopifyOrderID : PX.Data.BQL.BqlString.Field<usrMAXXShopifyOrderID> { } #endregionThis validation works as expected in the UIHowever, if an identical request is made then in the response all Usr fields that are on the SOOrder object are null and the order is created without any of these fields created. (There is a Usr field on the SOLine that is still populated)I have done integrations for other clients

Hi,I wanted to see if there were separate rules for INSiteStatus vs. INLocationStatus’ QtyAvail fields?INSiteStatus returns a value for QtyAvail that matches the INventory Allocation summary in that it deducts ON Issue, Allocated and BAckordered - which are defined in our default calculation rules.For INLocationStatus, it is only deducting the on issue amount but not allocated / backordered. is this an incorrect behavior that we need to correct or done on purpose?ThanksJoseph

I’m trying to pull one character out of the PMProject.ContractCD field in Report Designer.  Using this expression...=Substring(CStr([PMProject.ContractCD]), 5, 1)...a “0” is always shown no matter what number is in the numeric 8 position field.  This expression DOES work in a GI, however, and pulls the correct digit.  How can I get this to work in Report Designer?   

I have this GI that is looking at SO Lines. I am wanting to restrict which SO Line is showed based on the site ID. I heard (correct me if I am wrong) that if I can filter via the relations table, the GI can run faster (vs using the conditions tab or creating filters in the user facing GI). But I can’t seem to make it work. I’ve tried every variation I know (hence lines 2 and 3 are different in the child field. If creating this filter in the conditions tab will the direction I should go, then I don’t even need to link the SOLine and INSite tables.

Hello Community,Could you help me with code that allows me to create a discount code and then apply it to a sales order?I am creating the discount code, and it is being created correctly — all the data is saved properly in both the header and the details. However, when I try to apply it to a sales order, the discount code is not applied: the sequence ID is not generated automatically, and when I set the sequence ID manually, the type is not set. By contrast, if I create the same discount manually and apply it to a sales order, all the fields are saved correctly.  

Hi All,Acumatica's Production Cycle for a manufactured product consists of 2 major steps: 1) produce volume first and then 2) subsequently, pack the volume into the required SKU.In such a scenario, is there a way to ensure that there is full availability of all materials required for producing a specific volume of a product, prior to confirming a Production Order? If yes, how and where can this be implemented/checked? In other words, a Production Order should not be allowed to proceed further (any subsequent steps) if there is either no or not enough material as required to produce a specific volume of the manufactured product.The same applies to the 2nd part above i.e. to again ensure that all packaging material required is available in full quantity during a request for Packaging Materials. Since this is a separate TR request (Inter Warehouse Transfer), how to ensure that this TR request is tied to the Production Order from step 1 above? The reason being, in our case we use some comm

Hello Community,I want these changes on the original screens. For my custom screens, this worked when I added actionsConfig: { exportToExcel: { hidden: true } } in the @gridConfig of the .ts file. 

Hi all,I’m currently trying to receive the owner data of a shipment using the REST API.The response of GET /entity/Default/24.200.001/Shipment/<ShipmentNbr> contains the contact ID:... "OverrideFreightPrice": { "value": false }, "Owner": { "value": "56" }, "PackageCount": { "value": 4 }...However, I can’t request more information about the contact.The owner of a shipment is an employee. But the REST endpoint /entity/Default/24.200.001/Employee does not contain the ContactID.Is there any other endpoint that can be used?Thanks in advance!

Is there a way to add the date the invoice was paid in a GI with the invoice number and the date the invoice was generated? I am trying to show in the system the average date an invoice it paid in correlation to the customers terms. Are the customers paying late or on time?

Hi Acumatica Community,I want to create a report using a Generic Inquiry based on Issues Transactions.One of my requirements is to add Reason Codes as parametersPlease refer to my Generic Inquiry Configuration.But when I checked the report, Reason Code filter is not working.May we ask for your suggestion for the correct mapping for the Generic Inquiry?Thank you!

Hi Team,We are experiencing an issue with the AR (Sales) Invoice Report. Whenever there is more than one tax, the total is not displayed. Please see the screenshots belowAs shown in the image below, when only GST is applied, the total is displayed correctly. However, if another tax is added, the total is not shown.Note: The taxes are coming from a sub-report.Could anyone please assist with this?

Hello, I am building a report to information on Qty needed for WO. Everything looks good when i join inventoryitem and Insitestatus. i wanted to get material uasage from AMMTran. the moment i join that all my totals begins to increase to a high figure that is impossible. 

In the past few weeks we’ve had two different users report the same issue.  Of course, we can’t duplicate it.They are reporting that, when they have a sales order with lines marked for PO, and they create the purchase order using the “Create Purchase Order” option/screen, the Vendor location selected for the items is not always the default vendor location for that item.  When it’s not, the system seems to randomly choose a vendor location, sometimes locations that aren’t even set as the default location for any product.Since we can’t reproduce this, I’m leaning toward user error, but I’m curious if anyone else has experienced it.

Can we change the new color-coded statuses for those with color vision deficiency or is this something that would be able to be changed at a later date?

Hello Acumatica Community! We’ve run into a not good experience, issue with the latest Shopify connector for Acumatica (25R1). I’m hoping to get some insights from others who might be experiencing the same or confirm if this is an isolated problem on our end.What we observedBackground: We rely on metafields in Shopify and map another metafield from a Stock Item attribute via the connector.Normal behavior (pre-25R1): If a value existed in Shopify for one metafield, and another metafield was mapped from a Stock Item attribute, the “unmapped” metafield retained its value while the “mapped” metafield was updated as expected. Current issue (25R1): The connector now tries to update each metafield. And if there’s no mapped attribute for a metafield, connector clears it. This results in unintended data loss across the board, not just the mapped fields. Has anyone else experienced metafield data being cleared or reset by the 25R1 Shopify connector?

I am attempting to reprint a check using the same number in 25R1. I follow steps below but it reprints with the next number, not the same. What am I missing?After printing (without releasing), select “Reprint” action on the Release Payments screen, select the payment, and process. Status is changed to Pending Print.  Print / Process the payment again. Next number is assigned instead of the original. If I try to manually change, it errors saying the number already exists. Thanks in advance!

Hey y’all. I’ve been working in Acumatica for 2 years now and have really gotten a handle on GIs, Import/Exports, Reports, Business Events, etc. Now I’m working through the T200 pdf training and my lack of web dev experience is making me have to dig far too deep into every code snippet to fully get it. My background is in Panorama Classic (a dead language) and Python, so I understand the basic structures of a language. However, I find myself constantly going, ‘but why?’ in the training in a way that I know means I’m NEARLY there. Do you know any videos or other tutorials that might help me get up to speed on doing my first solo customizations? Do you have advice for getting through these trainings from nearly zero? -- Lunar

Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

Hi,We would like to disable the access to the (+) button for manual addition of new lines in Purchase Receipts. All lines should be linked to a PO.However, we do not want to take away the (x) button for deleting lines, since the Purchase Receipt may require amendments after being created from the Purchase Order.I have not been able to disable the (+) button without also disabling the (x) button, as the Delete access right also gives access to creating new lines. Any ideas on how to implement this restriction?

public class BZCustomerAttribute : CustomerAttribute{ public BZCustomerAttribute(Type search) : this(search, typeof(Customer.acctCD), typeof(Customer.acctName), typeof(Contact.phone1), typeof(Customer.primaryContactID), typeof(Customer.customerClassID), typeof(Address.addressLine1), typeof(Address.addressLine2), typeof(Address.postalCode), typeof(Address.city), typeof(Address.countryID), typeof(Location.taxRegistrationID), typeof(Customer.curyID), typeof(Contact.attention), typeof(Customer.customerClassID), typeof(Customer.status)) { } private readonly Type[] _fields; [PXHidden] [PXProjection(typeof(Select<Contact>))] public class Contact2 : Contact { } public BZCustomerAttribute(Type search, params Type[] fields) { Type genericTypeDefinition = search.GetGenericTypeDefinition(); Type[] genericArguments = search.GetGenericArguments(); Type type; if (genericTypeDefinition ==

Hi All, I have a scenario where GL journals have to be exported and imported in another ERP system. after the export we would like to mark these lines as being imported so they can be obvious on a GI. I can’t work out how to get the import scenario work using the same key module, batchnumber and line numbers. any hint would be much appreciated. What am I missing here ? error is not telling me muchThank you 

Using an instance of 25.200.0020 (clean install), I need to customise screen AP303000 to add some fields (specifically AddressLine3), but on opening the Modern UI Editor from the Customization Project Editor for that screen, I get the error message: In HTML extension “C:\..\FrontendSources\screen\src\screens\AP303000\extensions\AP303000_PersonalDataPrivacy.html” for screen ‘AP303000’ child node ‘QP-FIELDSET’ has AFTER attribute with ‘#groupAccountAddress’ but screen HTML doesn’t contain any elements that satisfies such querySelector.I can work around this locally by renaming the source files AP303000_PersonalDataPrivacy.html and .ts (adding a suffix of .x). But I’m concerned that the same hack won’t be possible in production. 

Hi, I am trying to update the numbering sequence for the Projects screen, but I am running into the error shown below.  Here is what Segment 1 looks like. Is there anything that jumps out at you to justify why the above error was complaining about the format? Also, if I was to make a change to any of the attributes in the segment grid, I get the error that is shown below. Does this mean that I can’t make changes to this without making changes to the children first?  Let me know if you need any other information. Kind regards,Andrew

In all the Sales Profitability Reports there are two flags to choose: Released Transactions Only and Completed Transactions Only.Released Transactions Only is easy to understand as it will display only released invoices or all invoices regardless they are released.My question is about Completed Transactions Only. What does actually mean completed transactions? I thought it was closed invoices but, based on the testing I did, it does not seem it is that.