Solved

We are a civil construction company 80% done the implementation of our project. Is there shared knowledge on commonly used project profitability reports in construction. We dont want to reinvent the wheel here as there must already be a best practice which can be our starting point. Any help through sample files or or reosurce tips appreciated.

We purchased a new vehicle and I do not know where in Acumatica to enter it. Where do I find the Vehicle (FS203600) form?

Has anyone been able to delete GL Access Groups that were created within Row Level Security?

I’m trying to create a generic inquiry which should display the attribute values of a specific attribute. I left joined the Customers table to the CSAnswers table and added a condition to limit attributes to the specific attribute I’m interested in.However, I’m only getting customers that have a value for that attribute. How can I get a list of all customers including ones that don’t have any value for that attribute?

We’ve been working on an integration to Acumatica utilizing a mixture of Web Service APIs and OData queries. After some testing we seem to be running into some issues with concurrency. We seem to hit our limit of 6. This seems unusable considering if we have 10 people view an item on the site the first 6 api calls would succeed but the other 4 will have to wait.Is there a way to get more concurrent requests with this license? e.g. would having multiple api users increase concurrency? Do OData calls count towards the limit? How hard/how expensive for our clients to get a license with 1000+ concurrency? or is that something Acumatica even offers

Does anyone notice this? If we have an Unit Price entered first in Change Request and then enter the Unit Cost, the Unit Price will be overriden to the same as Unit Cost. 

Out business is a seed company and by law we are required to track 15+ “attributes” for each seed lot that we receive from a supplier. On top of that seed needs to be retested every 6 months and those attributes updated.Is there a way to track this info in ACU in such a way that allows us to easily import/export information, update test results, and NOT have 15+ “attributes” for each lot of seed?

We wants to hide Create Payment button on sales order base on Finance TermsIn sales order we have Create Payment toolbar button  This should be hide if Financial terms = PP (Pre Payment)  I cannot able to access button in graph. So I try to add condition but I don’t know how to access in action. But this is not working.Can anyone suggest changes?

Is it possible to consolidate different companies in one statement report of receivables?The customer has multiple accounts but specifically wants to include just a few in the report, how is this possible

Hi,I wanted to localize acumatica into another language. I followed steps in the below blog post and attempted to accomplish it in my local instance.https://asiablog.acumatica.com/2018/01/how-to-translate-acumatica.htmlHowever, in translation dictionaries, the operation is already completed but the string file is not downloaded to translate.I tried again by clicking collect strings but the string file wasn’t downloaded. I tested this in my local instance. Was that the issue or will there be another reason for that? Can someone help me with this?Thank you.

How would I go about updating user defined fields programmatically?I can’t find any examples or any documentation on how to do this. Found a post showing the below, but I need to update UDF fields on IN Issue, IN transfer and IN Receipts, and none of  them has Answers view.  // iterate attributes on case to set valuesvar answers = caseGraph.Answers.Select();using (var ts = new PXTransactionScope()){ foreach (CSAnswers att in answers) { if (att.AttributeID == "MYATTRIB") { att.Value = "My attribute value"; } } caseGraph.Answers.Cache.Update(answers); caseGraph.Task.Cache.Update(caseGraph.Case); caseGraph.Actions.PressSave(); ts.Complete();} 

We have a consolidation company which has a different calendar to the master calendar. When running the allocations for the branches in this company, the allocation process is using the master calendar and not the company calendar.For example: The company calendar period 01-2024 is the period 10-2023 in the master calendar. If the allocation is run for the period 01-2024, the batch period created from the allocation is  04-2024.When running these allocations one needs to use the master calendar relating to the company calendar: i.e. for period 01-2024 in the company, the period selected when running the allocation needs to be 12-2023.Is there a setting where one can specify which financial calendar should be used for the allocations in the selected company?

Hi, I need guidance in modifying the GI for Checks and Payments to include the remit to address information and invoice number that was paid on the check. Does anyone have a sample GI they can share or provide guidance on what table relations and data fields link to use to get this information. Thank you,Frances  

When I add a field to the ts PXView I get the following error. Sequence contains more than one matching elementAll other fields work as expected except the Template field. I am assuming it has something to do with the PXSelector but am not sure. Below is the PXView def@gridConfig({ preset: GridPreset.Details, syncPosition: true})export class Inspections extends PXView { CreateInspection: PXActionState; DocDate: PXFieldState; ProjectTask: PXFieldState; InspectionCD: PXFieldState; Template: PXFieldState;}  snippet from DAC defining template       #region Template        [PXDBInt]        [PXDefault(PersistingCheck = PXPersistingCheck.Nothing)]        [PXForeignReference(typeof(FK.Template))]        [PXUIField(DisplayName = "Type", Visibility = PXUIVisibility.SelectorVisible, Required = true)]        [PXSelector(               typeof(Search2<GPProjectInspectionTemplate.templateID,                   LeftJoin<GPProjectInspectionTemplateAssociations, On<GPProject

How do you create a default part in the product configurator?

Hello,We are working on an integration into Acumatica via the REST Api and have had some troubles with pulling the latest payment objects. When logged into Acumatica I can see recent payments objects in our demo account but when pulling payment via the REST Api I’m only seeing the demo account data. I’ve verified that our user and api account have access to all of the branches/companies in the Acumatica account so I m unsure why I wouldn’t be seeing all payments? I’ve attached a screen shot with a modifiedDatefilter and it returns no results. When changing the date filter to april of this year I do receive payment objects that were setup in the demo account. The second screen shot is showing the many newly created payment objects in many different status’ that do not come back.Any help is greatly appreciated. Thank you

So one of our customers has a customization where we added a field for them. They will need to upgrade to the newest version of Acumatica soon. All this customization did was add a field to an AP window. How is that customization field data stored in the database? Could it be lost during an upgrade? Just want to make sure I have a good understanding of this before giving them the go ahead. 

Hello,We are revisiting our workflow for generating production orders based on MRP recomendations and looking at ways to automate the process. I have figured out how to automate MRP Regeneration to run on a daily schedule however I have not been able to figure out how to automatate the generatation of planned work orders for manufactured items based on the information in the Inventory Planning Display Screen.  Ideally we would like to generate Planned produciton orders for all items with suggested action dates in the next 6 weeks.   I started off by looking the “Create Supply Orders” button,  but that just seems to take me to the Inventory Planning Display Screen, not sure if that is correct or not.    Regardless I am looking for some input on how to automate this process.We are running Build 23.211.0017

I created a console application to test the API token behavior, how it works with multiple users and API limits. The console app does the following:Calls the token endpoint by passing username/password. It receives the token and does a GET appointment 50 records API call. There is 20 second wait Because our license has Max 20 API users limit, I am running the above steps for 22 users to verify the behavior. It run synchronously for one user after another, not in parallel.Observations:Sometimes I get the 200 status and Response “<script>window.open("/Main","_top");</script>” in Appointment Get call In the screen System Monitor → Active Users, I notice it always maintains 20 users list. It removes the oldest active user from the list. But still I can use the token of the user which is not in the Active User list anymore and make API calls.Questions:What is the reason for the error “<script>window.open("/Main","_top");</script>” ? I have a use case to build app whe

I’m trying to add a User Defined Field to the Additional Filtering Conditions table.  I’ve followed the guidelines in this post: It is still not showing up as an option in the table.  Any thoughts?

Hi,I been looking at all the possible DAC in my system and could not figure this out. I am trying to add CRActivity.Type into a screen to only show one of the activity type ‘BOC’ or empty. However, when I connected the tables, it is not filtering properly. As you see from the screen shot above, the system is posting all the different entry that is on the customer profile. Below screen shot is a reference to the 22 entries that is listed as ‘BOC’.What I hope to achieve is the system about to read the order type and order number that the Activity is connect to the specific Sales Order. I am able to find the fields I need with Element Inspector.Unfortunately CRActivity.Source is not a field available in Relations and I do not know how I can build a table to connect to that DAC.Does anyone have an idea on how to build the correct relationship and conditions if needed?Thank you,Calvin

Is there any way to prevent customer discounts from affecting credit memos? We want to create credit memos without the discounts.

Remittance Tab Bill pay section has numbers defaulted in it which is not allowing me to change. Trying to delete or use backspace not numbers won't change. This is the cash account. 

I need to include the name of the last approver in a report as per the customer's requirement. To achieve this, I am using the EPApproval DAC. I sort the records in descending order of the ApprovalID field, which ensures the first record corresponds to the last approver. From this record, I need to retrieve the approver's name and display it in the report. Could you guide me on how to fetch the approver's name effectively and ensure it appears correctly in the report? 

Is it possible to use google file storage bucks for external file storage in Acumatica SaaS like Amazon S3 or Microsoft Azure Blob storage.