Solved

I’m trying to get this check report to work with the checks our company uses, however, there seems to be some white space at the top of the report I can’t get rid of it. Is there some way to get the text, specifically the date, higher up on the printout? 

I’m needing to update the Export to External System checkbox on inventory from TRUE to FALSE but not having much success. I have my import scenario set:When I attempt to process the import, it just throws off an error message:Not sure if I’m missing something or I have the import scenario set incorrectly. Any assistance would be appreciated.

Hello,Trying to come up with an easy way to see all activities created under Leads, Opportunities, and Business Accounts. When an activity is created the user enters a Summary, but then also types up details in a separate box. Does Acumatica allow for these details to be put into an Audit? I put a picture to show the spot I am looking for. I am trying to save clicking around to read every report all my salesmen enter daily.  Best regards, Aaron Abner  

Hi Experts, i need to create business event to trigger sales order and update line level discount when order total hits specified amount.So is there any idea for this scenario. Any input would be much appreciated. Thank you. 

Hi, I have an issue with an upgrade from 2023 to 2024 that I haven’t yet been able to work out.  Have been through the normal process of setting up a local Dev environment, recompiling the code making sure that all references to DLL’s are up to date, etc.  The issue is as follows: When I attempt to publish the recompiled code I get the error: The type or namespace from ‘InventoryItemExt’ does not exist in the namespace PX.Objects.IN:Also, I noticed that when you choose detect modified files, the file PX.Objects_SO_SOLine_extensions.cs referenced in the error message above also features (I have not see this type of behavior before - and I’m confident I haven’t touched that file)  The references I have in my customisation are shown below:   the customisation code does not have InventoryItemExt anywhere, and it compiles no issues.   In the customisation there is a graph extensions to SOInvoiceEntry, and to get the code to compile I commented out the 3 lines below prefixed //JS: These nam

 Hello,i want to add a action with the type “Navigation: Sidepanel” to the QuoteMaint graph. My issue is, that despite no errors and the method executing there is no sidepanel appearing.I have used the same approach for SOShipmentEntry and three other graphs, were the sidepanels appeared and worked correctly.I checked that QuoteMaint already has an existing workflow and that there are no other customizations or extensions interfering.Could the issue be a restriction in the workflow of QuoteMaint?Every idea or tip is highly appreciated :) Thank youusing PX.Data;using PX.Data.WorkflowAPI;using PX.Objects.CR;using PX.Objects.PM.CacheExtensions;using PX.Objects.SO;namespace PX.Objects.CR{ public class QuoteMaint_Test_Extension : PXGraphExtension<PX.Objects.CR.QuoteMaint> { public sealed override void Configure(PXScreenConfiguration config) { Configure(config.GetScreenConfigurationContext<QuoteMaint, CRQuote>()); } protected static void Configure(WorkflowConte

I had complete Invoice transaction AR then I need to release Tax, but I don't know why it didn't have transaction to process. Thank so much for your sharing and helping 

Newbie here, how can you pull the data from prepare replenishment into a generic inquiry.Given that our INReplenishmentFilter has Incoming References - There are no incoming references.Outgoing References - There are no outgoing references.To INReplenishmentLine

Is there a way to configure a Tax Report Line that includes a Taxable Amount AND the Tax Amount? Example:Can I add a line 7 that sums lines 5 + 6 ? 

Hi Community,I'm trying to transfer three unbound custom fields from the Stock Items screen to the Sales Orders screen. These fields are non-persisting and should only be displayed in the Sales Orders screen without being saved in the database.What I Have Tried: PXDBScalar Approach: I used the [PXDBScalar] attribute in the SOLine DAC to fetch values from the InventoryItem table, but the fields return null. Example:   [PXDBScalar(typeof(Search<InventoryItemExt.usrTI, Where<InventoryItem.inventoryID, Equal<SOLine.inventoryID>>>))] [PXInt] [PXUIField(DisplayName = "TI")] public virtual int? UsrTI { get; set; } public abstract class usrTI : PX.Data.BQL.BqlInt.Field<usrTI> { }   FieldUpdated Event Handler: I created a PXGraph instance within the SOLine_InventoryID_FieldUpdated event to fetch values using PXSelect, but the fields still remain null. Example: protected void SOLine_InventoryID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (SOLine)e

Hello!We are calculating Depreciation for number of days from the Placed-in Service Date. I want to know how the depreciation is calculated as seems it does not calculate depreciation based on 365-day calendar. Depreciation per Day = Acquistion value / (365 * number of years)First, I thought of above but seems is takes days around 371. Can anyone please help me with this?Thank You! 

Hello,We are a construction subcontractor looking at this platform. It appears Acumatica is geared more towards operations at the GC level. Are there any subcontractors, construction or other trades, currently using the system that could offer and insight/pro’s, con’s, etc.?Thanks,Jeff

Hi, I have added a condition under row style to highlight records based on the profit margin. However, I have noticed that this condition is not working for those lines where revenue budget exists, but it is working fine if revenue budget doesn't exist under the project's Revenue Budget. For instance, in the below attached screenshot, you can see that the revenue to date is 0 for project P10221, and the cost to date is 487.50 which is highter than revenue to date. However, it is not highlighting this record based on the row style condition set under the GI. attached GI for your reference. 

Is it possible to use a GI as part of the data source / table in another GI.Background:We sell our products in an online store, we also have a customer that sells our products on their online store and we fulfill and ship these orders. This customer is also a distributer for us. At the end of each month we report the total sales (wholesale and online store) for this customer. The issue is the Online store orders come into our system as retail orders. We currently manually combine the sales numbers at the end of each month. I have a GI that pulls the Wholesale sales and a separate GI that pulls the online (retail) sales numbers.Is there a way that I can use the online (retail) GI as one of the data sources (tables) in the wholesale GI, similar to a nested query in SQL, so we just have one GI to run that give us the combined sales numbers?Thank you!

We currently have our Empty Item UOM in our Project Preferences as HOUR. We are trying to change this so our Empty Item UOM will be EA. When we try changing this, we get an error message saying that the Project records could not be updated due to at least three fields being empty; Allocation Rule, Billing Rule, and Branch.Going through all our projects, the only project with empty values is Project X, the Non-Project code Project.We are unable to update the fields of project X since it is a non-project, and were unsuccessful in trying to make the three fields not required through a customization project by both removing the PXDefault from the fields and trying PersistingCheck = PXPersistingCheck.Nothing. Any help would be appreciated, our next step is putting in a ticket.

Hello Everyone,We have a scenario where our client has multiple Companies within a tenant and processes invoices for Vendors across these Companies. When making a payment in the "Checks and Payments" screen, the "Reference Nbr." finder under the "DOCUMENT TO APPLY" tab currently displays all open bills for the selected Vendor across all Companies.The client would like the system to show only the open bills related to the Company/Branch they are currently working in (as selected in the top menu).Although the filter option is available on the "Reference Nbr." finder , managing it becomes impractical since the client operates over 20 companies, requiring them to set up and maintain more than 20 filters. Ideally, the "Reference Nbr." finder should automatically display only the open documents for the currently selected Company/Branch.is there any way to restrict the "Reference Nbr." finder to show only open bills for the active Company/Branch?Any suggestions on system configurations or alt

Any ideas on this one?  I’m trying to login to Report Designer and getting this error: Client found response content type of 'text/html', but expected 'text/xml'  

I appears that the Report Designers for 2024R2 is not backward compatible. This means a VAR that supports multiple version needs to reinstall Report Designed based on the customer version since you can not have multiple versions of Report Designer installed.

I have found this similar error for other transactions but has anyone specific seen it when Confirming a Shipment? i have only had this issue with production parts and recalculating the inventory does not remove the negative qty in our shipping location.   

We are using Version 23.211.0017 22R2.  This upgrade changed the way retention was released.  When we upgraded, we had some open invoices that did not have retention released.  We released retention in this new version.  Once that retention was eventually paid for those existing invoices, the original invoice (not the retention invoice) never closed.  The whole project has a Zero AR Balance but it is still showing Open Invoices.  Any ideas?  It won’t let me write it off because there are no open line items and that is required for the write-off.  

 Hi there,I’ve been trying to test allocations following the video on YouTube:Set up Allocation Rules to Recognize Revenue - Acumatica Construction EditionI used REVREC allocation rule and UNRECREV billing rule in the demo tenant. It works fine, billing reduces 21050 as shown on the video and other steps are good. However, when it comes to out of the box reporting it doesn’t work well. For example, Construction Bonding Report shows revenue recognized (earned revenue) as Earned Revenue = % Complete * Contract Amount. I guess that makes sense as it’s just multiples total % complete by the total contract amount. But it does look weird and inconsistent. In this example below, the system automatically recognized 25% of task revenue based on the 25%cost task completion.   However, on the bonding report it calculates the earned revenue using total contract (not task revenue or sum of income recorded).  Question, is it possible to design an allocation rule that will actually calculate recogniz

Mail sent by Automation schedule is still in pending process and not processed why?How to overcome this issue? I need your inputs to resolve this issue.

How do we reverse an invoice or bill that has data in custom fields in the transition details. We can reverse an invoice or bill that does not have data in the custom fields, but an transaction that has data in our custom fields we cannot use the reverse button under corrections. This is the error message that displays.  Was something missed during initial set up of the custom fields? 

Hello all. I am using an import scenario tied to a Business event to update Project tasks. If task A gets completed, tasks B,C and D get completed as well.  This works great except not all Projects have task B,C and D. If I run it and a task is not there it errors our.  Is there a way to suppress the error and continue? Is there a way to see if the tasks exists first and if not skip?I unchecked the “Break on” Check boxes but it still does not work.My rules for task completion are long, and creating filter/rule and scenario for each possible combination would be almost impossible. Thank you all  

Hi all,I am trying to publish a customisation with a custom table, but keep encountering the error in the screenshot attached. There is a column in the custom table named ‘InvCNModule’, but I have no idea why ‘RemovedInvCNModule’ is being defined as the column name. Is this something Acumatica does to keep track of column changes?Cheers,Ben.