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Hello everyone, I am looking to change the UI availability for the editing of fields when a Sales Order is in shipping.I have moved the Credit Hold stage to the Shipment stage because of how our business processes work, we process and manufacture Sales Orders but do not ship until the leadership team is satisfied with payments. I am aware that I can make the fields editable through a RowSelected handler, however, would it be better to override the DisableWholeScreen method which is used in the SO workflow to make these fields editable.Another condition that needs to be satisfied is that the Qty on Shipments field cannot be higher than 0, for the fields to be editable, I am not sure if I can put a condition into a workflow .WithFieldAssignments method. Could someone advise on what the best way to go forward with this would be. Thanks,Aleks

Hello,I’m doing an import to create brand new Business accounts via Excel spreadsheet.  Everything is importing correctly except two attributes that are, of course, super important for us.  The attributes are COUNTY and TTM.  It errors immediately with “One or more Attributes are not valid.”  I have included the scenario and a small version of the Excel spreadsheet.  I have tried having Commit checked and unchecked for both of them.

Hello all,I am currently implementing token retrieval using HttpClient in the .NET Framework and have encountered an issue. I am using the SendAsync method to send the username and password in the JSON body as part of the request, but I'm experiencing difficulties with the token acquisition.Below is a snippet of the code I am using for this operation:public PXAction<INRegister> PrenderAntena;[PXButton][PXUIField(DisplayName = "Prender Antena", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select, Enabled = true)]protected virtual IEnumerable prenderAntena(PXAdapter adapter){    Prueba();    return adapter.Get();}public async Task Prueba(){// Use specific classes to define the JSON structure    var credentials = new Credentials    {        usuario = new FieldValue { value = "MyUser" },        contraseña = new FieldValue { value = "MyPassword" }    };       string jsonPayload = JsonConvert.SerializeObject(credentials, Formatting.Indented);    string url = "M

Hello! I am trying to pull all historical Sale Orders via the REST API. Given that we have a lot of orders, the request takes over 10 minutes. However, I noticed that every time I run the request, I hit this error around the 10 minute mark:If I add a time filter, eg get all Sales Orders after some date, the api returns results as long as it finishes in under 10 minutes. Anyone know what’s going on? Is there a way to set the timeout to be > 10 minutes?[OperationCanceledException: Operation Cancelled] PX.Data.PXCancellationToken.CheckCancellation() +197 PX.Data.PXAccess.GetConnectionString() +15 PX.Data.PXDatabase.get_Provider() +143 PX.Data.PXViewQueryCollection.Unload() +87 PX.Data.PXGraphQueryCacheCollection.Unload() +105 PX.Data.PXGraph.Unload() +2267 PX.Api.ContractBased.EntityExportContextBuilder.Dispose() +49 PX.Api.ContractBased.<GetListAsyncFromEnumerable>d__8.MoveNext() +2117 System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw() +32 Sys

Hi, All. I am trying to get the UDF on customer screen using the GET in rest API. But the problem is the get call is returning the value null. Even the value is present in the UDF in UI. Any suggestion what should i do? Secondly when I am trying PUT request with empty body there is a value in the custom dict. Any one please help or guide me on how to over come this and what will be the best approach to fetch all udf values with customer id.GET: http://localhost/entity/Default/22.200.001/Customer?$filter=CustomerID eq '000002'&$custom=Baccount.AttributeAGDCRAN PUT: with same query 

Hello,I’m trying to make a form in report designer that has text in boxes.  The problem is that there are tiny gaps and the lines of adjacent boxes don’t touch leaving a gap of white space.  This method worked fine in the header section, but in the detail section I cannot get this gap closed.It looks good in report designer showed below.I have tried increasing the size by the smallest amount, but then report designer shows it in error.The form is covered in boxes and this looks sloppy.Any thoughts on how to overcome this?  I’ve tried panels with broders and have the same problem.Again, this worked fine in the header section which makes no sense to me.I am just putting borders on these text boxes to create my printed boxes. Thanks!

We have an external system that makes REST API calls to the SalesOrder endpoint. Every once in a while the resulting JSon has null for all Usr fields.  I can refresh the data and the result will have all field values.The other day we added code in the graph extension’s initialization routine to access some custom fields in a setup table.  Then we started to see the occasional error because those calls to GetExtension were failing. But only once in a while. But when they started to fail, they continued to fail, over and over, for a period of time. Sometimes we restarted Acumatica, sometimes the error just went away.I removed the code from the initialization routine and things were better.Doing some stress testing today, forcing ACM to send me the GET result from the order over and over, we’d get to a point where the JSon result was showing null values in all custom fields. The base fields still contained data. No change to the underlying transactional data - just sending multiple GET re

Hello,Trying to get the Historical Inventory Valuation report to show Lot #.   Is this possible in 24R1?I see it on the report designer model:  However, running the report on both Summary & Detailed versions does not yield any result for this column, OOB visibility expression set to “D” = detailed mode.Seems like the regular Inventory Valuation also does not provide any LOT #’s. Looking at the source data in the “InCostStatus” DAC it does not seem like LOT info is stored here anymore?!  Anyone have some fresh ideas here. 

We need a billing rule for mileage.  There is no cost transaction.  I guess we enter the actual mileage qty in project transactions.  Rate would be defined by the project revenue budget unit rate.

I have an unbound DAC that I’m using to display ARSalesPrice records in a grid in a pop-up screen. It works fine.The SalesPricesView view I’m using for the grid uses a public IEnumerable routine to collect and populate the view.After .Inserting the records into the view, I call SalesPricesView.Cache.IsDirty = false;When the pop-up screen is closed, I call SalesPricesView.Cache.Clear();Now when I try to save the order and I’m calling the base Persist I get this error:The table schema of the MyDACTable table was not found in the cache. The table is locked by another process. Please try again later.MyDACTable is made up of all Unbound fields and has the [PXVirtual] attribute.  The view definition is:[PXVirtualDAC]public PXSelect<MyDACTable> SalesPricesView; I don’t why Persist would care that the MyDACTable table was in the cache since it isn’t being asked to save anything.

The AR invoice for projects is showing the same inventory IDs on different lines because they are for different project tasks. Is it possible to adjust the report format so that it groups those lines into 1 line per inventory ID?I’ve tried playing around with the groupings but that is not working-I get a separate page for each inventory ID (and it still has more than 1 line).

In the implementation of ICCHostedPaymentFormProcessor::GetDataForPaymentFormthis function has the object parameter inputData as default method input to build the payment formbut the address data is coming empty inputData.CustomerData.AddressData Is there anyway or permission required so address data returns with the customer data, customer data has name and email address, but AddressData is coming null

How do I use an import scenario to allocate inventory on sales orders that has not been previously allocated? Recently started using auto allocation on sales orders but there are still many that are open that have not been allocated. This is messing up the inventory count. Is there a way via import scenario to allocate all unallocated inventory on sales orders. 

I created a process screen that works now fine when run manually (Process and process all buttons). I added a scheduled task in the SM205020 screen. When the time to execute comes, the task unfortunately does not triggers. Other scheduled tasks for some other screens are triggered as expected. I removed and recrated the scheduled task that does not work, I reduced the number of the invoices to process but nothing works. Has anyone an idea ?Below my settings (no conditions are set in this case) :  

I’m looking for a couple of fields in the construction project portal:Customer Project Contact in Construction (which would pull from Customer Contacts) With the ability to have that contact flow through to invoices/change orders etc. Customer Reference Number for Projects. Again, we have a built out user defined field to capture this. But the reference number does not automatically flow through to billing.Has anyone else noticed the lack of these fields? Is everyone creating User defined fields? I’m just surprised these fields do not come standard ‘out-of-box’

Trying to find a way to capture the date a Sales Order changes from the state of On Hold to Open.  Looking to build some KPIs off of this time difference.  I am struggling on how to find and show this data.  Is it available somewhere?

We are using the Shopify shipping option for the customer to pickup in our store. However, when the order goes to the warehouse to pick/pack/ship it is confirmed shipped when the order goes to the store to await pickup. This triggers Shopify to notify the customer that their order is on the way. Shopify has a multi-email system set up so you can email the customer that the order is ready for pick up (which is what it is not shipped), but Acumatica can’t send different information to Shopify to specify which email to send, or so I was told during our integration.Is there any way to have Acumatica not trigger the email if a certain shipment option is selected? I would rather no email than a misleading one being sent to these customers. But I don’t want all our other customers not to get their shipping information emails.Or has anyone found a way to send out different emails for different shipping options in Shopify with Acumatica? Even if it is a third party partner app. 

I want to know if Acumatica can stop overbilling on a subcontract?  I am wondering if you can set it up like a zero tolerance PO where if I exceed the amount on the subcontract, I must either reject the bill or enter a change order for the subcontract in order for it to allow the billing.

I'm trying to fetch the user-defined-field that I added in Customer Entity but it's not working. I'm getting this error: "message": "An error has occurred.", "exceptionMessage": "The column 'Document_AttributeCWCID' is not found in the data set.",It is working in Contact entity and SalesOrderMy sample parameter in Contact $custom = Contact.AttributeCWCIDIn SalesOrder: $custom = Document.AttributeSOID

Does anyone have an export scenario to accommodate Chase Bank’s Nacha File Format?  We are struggling, We are missing :Your Chase account is missing from the file.Find the company identification field and enter 0000000000 (10 zeroes).The company identification (shown in the batch control record) doesn't match the batch header record. We are close but need to be able to export on Monday. 

Hi All, Is there a way to exclude weekends for Automation Schedules?We want to avoid that Sales people receive their Daily Sales Report and some other Data on the Weekend. Thanks,

I have an import scenario that is giving me the error “ Order Type cannot be empty.” I have modeled this after others that we have run in the past. Any thoughts would be appreciated. 

 Created connected applciation and flow type is Hybridbased on the doc here https://help.acumatica.com/(W(19))/Help?ScreenId=ShowWiki&pageid=9cd888ba-aa9a-4140-b5e9-4da297fade89I should be able to do get request and redirect to https://<Acumatica ERP instance URL>/identity/connect/authorizeI’m sending all the needed paramters but at the end I’m getitng this error“Sorry, there was an error : unauthorized_client"Not sure what can be the possible reason, the user that created the app has administrator priviliges already and assigned to all roles.

I’m setting up a construction project that will have its own specific cash account. How can I link them together so that when someone is entering AP bills across many different projects, they won’t have to edit anything in the financial tab for this specific one? I want it to automatically know which cash account to use. 

Hi,A client is having an issue where the Owner field in the Purchase Orders screen is always empty.I found the existing question below about this issue, but the selected answer didn't work for me.Is there a different way that this Owner field should be populated now? If so, what is the best way to added options for this field?Let me know if I can provide any other information.Kind regards,Andrew Purchase Order owner | Community (acumatica.com)