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I am running 2024 R1 and i thought at one point Open Purchase Orders would should up in the grid.   i have open purchase orders.   if you could let me know what areas to check it would be very much appreciated.  we are fairly new to Acumatica and want to get all the value we can from the tool. .    

Hi everyoneI am experiencing an issue with Cost Roll. based on documentation, we should be able to use Cost Roll to update standard cost of BOM item has valuation method set to standard, including material, labour, overhead etc.When we used Cost Roll, it only seems to roll material cost into standard cost, not labour cost. Could you please help me and advise what I might be doing wrong here?Many thanks. 

Hi everyone, I'm trying to configure an import scenario for Payment and Application and I'm looking for a formula that once the Payment Method is selected automatically select the Cash Account. For example, once I select ACH payment Method the cash account is selected by default.  

Hi All,Starting to use Project Management module and we have a couple of questions.  We are on 2023R2.  It appears that on Mobile app, photo log is a little awkward.  From what we see, you would have to create a Photo Log and use the “Files” button to take pictures or select from gallery.  But then they don’t appear on the “Photos” section and only live in the File Attachments.  We then would have to login to the web version and select “Upload from Attachments” to put the photos in the Photo Log.  This doesn’t make sense. Are we missing something? On Android, when taking pictures vertically, the “Done” button is covered up by the bottom home/status bar so you can’t submit the photo unless the phone is turned sideways.  If we do that the changes the orientation of picture.  Again, are we missing something?ThanksSarat 

Hi,I am looking for an Import scenario to ‘Cancel Invoice’ and Release the Credit Memo. Assume the payment applied to the Invoice is voided.Thank youScreenshots for referencePlease find the attached Import Scenario.

Hello ARM Experts,I have come across a situation in ARM that have not been able to find a way to overcome the challenge. Here is the scenario:In a single tenant I have quite a few companies and branches that their “Fiscal Year End” falls into different calendar months. Almost every month I have a company with “Fiscal Year End”. So, our master calendar is set up to be Jan through Dec. In my report “Unit Set” I have created all my companies and branches as per their hierarchy. Everything works just fine with one caveat. I can not manage to display the “Calendar Date Equivalent” of “Financial Period” of each “Unit” on the report header.As you know when we run the ARM report (24R2), we can opt to run the report either by company’s “Financial Period” or “Master Calendar”. When we use the “Master Calendar”, the data is retrieved from beginning of the “Calendar Year” through the “Start Period” selected in the ARM report. Take this for example. If a company “Fiscal Year End” is Oct 31, when we

I have the following code set up which prints to a specific hard coded printer name on the devicehub. I’m stumped as to how to create the selector to get a list of printers from the devicehub.  This is what I have so far which doesn’t work correctly as clicking on the selector gives an error: Object reference not set to an instance of an object. The code is below:using System;using PX.Data;using PX.Objects.SO;using PX.Data.BQL.Fluent;using PX.TM;using PX.Common;using System.Collections.Generic;using PX.Objects.CR;using PX.SM;using PX.Reports;using System.Threading.Tasks;using System.Threading;namespace PPCustomOrderProcess{ public class AIProcessOrdersCust : PXGraph<AIProcessOrdersCust> { [PXString] [PXUIField(DisplayName = "Printer")] [PXSelector( typeof(Search<SMPrinter.printerID>), typeof(SMPrinter.printerName), typeof(SMPrinter.description), SubstituteKey = typeof(SMPrinter.printerName), DescriptionField = typeof(SMPrinter.d

Related to this postI am working on setting the attributes on a service order when creating a service order from an opportunity by pulling what is set on the opportunity. I have gotten it to set the value and work as long as you click “Create and Review”, and then save. The problem is when you click create, the cache is lost and the value does not save. I then tried adding the Persist action to my code, but was getting the error that the attribute value cannot be empty. There was very clearly a value being set because I didn’t modify any other code.I came to find out that if the attribute is required, it can’t save, but if the attribute is not required, it can save and the code works fine. It seems like, it is pulling the default value set for the attribute under the service order type, then saving, then getting my value and saving on top of that because if I set it required with a default value specified, it also works. When it is required and no default value set, it tries to save a

We would like to have our attribute that is listed on the opportunity to transfer over to the service order when it is converted. It is the exact same attribute defined for both the service order and the opportunity and it should transfer over. I have done some digging on here and have found this to override the CreateSrvOrdDocument action and then found this solution by @Vignesh Ponnusamy to update attributes if they are User-Defined fields. I can get that to work great, it’s just that our attribute is listed under the attributes tab instead. I then modified the code to see if I could access those attribute values. I have used the below codeusing PX.Data;using PX.Objects.CS;using PX.Objects.FS;using System.Collections.Generic;namespace PX.Objects.CR{ public class DialogBoxSOApptCreation_Ext : PXGraphExtension<SM_OpportunityMaint_DBox, SM_OpportunityMaint, OpportunityMaint> { public static bool IsActive() => PXAccess.FeatureInstalled<FeaturesSet.serviceManageme

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Hi All !For some project we don’t need to have a proforma invoice for our T&M billing. In this case the PM create directly a AR invoice.But we face a problem, in case we have one or more row to writeoff, how to writeoff them easilly(writeoff and hide it for the customer)?  If we delete the row, it become unbilled and will be recalled at the next invoice.When we want to have a reminder it’s fine , but if we want to completly remove the row it doesn't do the job.Thanks 

We have a Chart of Account group, 5299, that has an Account Group specified (E), on the Chart of Accounts screen. If I create a Project Transaction that Debits a Debit Account (5006), CREDITS 5299, then release, it will get posted to Journal Transactions like this -  It’s just debiting and crediting the same project, which is incorrect. Once I remove the Account Group from the 5299 Chart of Account group, it releases like this (which is what we want) -This is properly debiting the project then crediting our 5299 account. I’m trying to understand why the difference here and what value the Account Group on Chart of Accounts provides in this scenario. Both Project Transactions were setup with the same information as a test, only difference was removing the Account Group from the Chart of Account 5299 in between both tests - 

Payroll AA-2024 (this was the exception so that 2024 would only have 26 pay periods) was supposed to have posted 1/1/2025, but I posted 12/31/2024. I did not realize the problems that would be created.W-2s are going to report pre-taxed contributions that reduced the federal taxable wages and may cause over-the-limit contributions to HSA accounts and 457 deferred comp plan. Is there a way to change the posting date?Should I delete the 12/31/2024 payroll and re-run on 01/01/2025 (major hassle)? Please help!Denise

Hello all,I am trying to create a new employee but when I try to save it, triggers the below error:How to resolve this?

I always have this problem when I am login to system. How can I do for this error? Thanks

Hi Team, We are working with 24R2 (Build version) and created a custom processing screen to create Sales Order but during processing we are getting an error like: 'Another process has updated the 'SOContact' record. Your changes will be lost'. But the same is working in previous build (Build version) On further verification we identified the issue occurs while updating Sales Order Contact and on executing Save action getting another process error, without this code block order created successfully. Please find the below sample code for your verification and review: public static void SetBillingContact(SOOrderEntry graph, ItemResult OrderDetails)        {            graph.Billing_Contact.Current = (SOBillingContact)graph.Billing_Contact.Select();            if (graph.Billing_Contact.Current != null && OrderDetails != null && OrderDetails.BillingAddress != null)            {                graph.Billing_Contact.Current.OverrideContact = true;                graph.Billing_

I don't know why when I had confirmed create Shipment but it had error. 

Please kindly help me and how can I fix this process? I can't use Create Receipt and create shipment 

I am trying to get a custom field (Absolute Variance Quantity in INPIDetail/INPIDetailExt) to get summed up and have that amount sent to a custom header (Total Absolute Variance Quantity in INPIHeader/INPIHeaderExt). The population of Absolute Variance Quantity works just fine, I’m just stumped by the process of having it update Total Absolute Variance Quantity.Here is my code so far:And as text:public class INPIReviewExtension2 : INPIHeader  {    //PXGraphExtension<PX.Objects.IN.INPIReview>,    [PXFilterable]    [PXImport(typeof(INPIHeader))]    public      SelectFrom<INPIDetail>.      LeftJoin<InventoryItem>.On<INPIDetail.FK.InventoryItem>.      LeftJoin<INSubItem>.On<INPIDetail.FK.SubItem>.      Where<        INPIDetail.pIID.IsEqual<INPIHeader.pIID.AsOptional>.        And<          INPIDetail.inventoryID.IsNull.          Or<InventoryItem.inventoryID.IsNotNull>>>.      OrderBy<INPIDetail.lineNbr.Asc>.      View PIDetai

My clients frequently request an ability to show Paid to date values for a specific project (AP and PR), and dollar received on a job (AR) cash entries are not job costed in the current iteration of the system.  What workarounds do other partners utilize to satisfy client requests for paid to date values on a project?

I am looking for an AP report that would show a summary of all payments made to subcontractors for the year, to assist in my annual insurance audits. Is there a way I can sort or filter the vendor transaction history report by vendor class, to show only subcontractors?

We are using sales orders to process sales.  The sales come by Shopify, API (woo commerce) and manual.  Creating sales orders works great!Where we struggle is returns/order changes.  Our most common situation removing an item from the sales order that is not in-stock followed by partial credits.  Currently:Step 1: We go into the sales order and remove the item that is not in-stock.  Then we add a non-stock item to the order for exact same amount.  Create the shipment, ship it and invoice the order.  The reason we add a non-stock item is the order comes in with a payment.  If we don’t close the order for the exact amount the payment remains open with balance.  Step 2: Since it was paid order we credit the customers credit card on Woo Commerce or Shopify.  Then we go into ACU create a return order using the non-stock item with amount of the item removed and any tax.  Then we create a refund payment in ACU, attach the payment to the refund order, lastly invoice.Situation 2:  As a customer

Hello.  I execute a simple BQL query.SOOrderType orderType = SelectFrom<SOOrderType>    .Where<SOOrderType.orderType.IsEqual<@P.AsString>>.View.Select(Base, tran.SOOrderType);I verified the BQL parameter returns “SO”However the results of the BQL is null.  I verified that only 1 version of SO order type exists.  I’m unsure why this happens.