Solved

Good day, In a customisation package I have to buttons on the Invoices & Memos (AR301000) screen - these buttons generate a report and attaches it as a file to the invoice or memo. This is the code to generate a PDF which works perfectly. #region Action Button - Export PDF Reportpublic PXAction<ARInvoice> ExportReport;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "Export PDF Report", Enabled = true)]protected void exportReport(){// Report ParamentersDictionary<String, String> parameters = new Dictionary<String, String>();parameters["ARInvoice.DocType"] = Base.Document.Current.DocType;parameters["ARInvoice.RefNbr"] = Base.Document.Current.RefNbr;var filename = Base.Document.Current.DocType + "_" + Base.Document.Current.RefNbr;// Report ProcessingReport _report = ReportLoader.LoadReport("AR641000", null);ReportLoader.InitDefaultReportParameters(_report, parameters);// Read Reportbyte[] data = null;using (StreamManager streamMgr = new StreamManager()){Repo

I am trying to get a custom field to update whenever the stock item attributes are updated, but I can’t find a way to make this work.If base the row updated event on InventoryItem, it will update if other stock item fields are updated, but that doesn’t include the attributes.If I base the row updated event on CSAnswers, then that does nothing.Does anyone have any insight?public class InventoryItemMaint_Extension : PXGraphExtension<PX.Objects.IN.InventoryItemMaint>{ protected void _(Events.RowUpdated<InventoryItem> e) { var invRow = base.Base.Item.Current; var invCache = base.Base.Item.Cache; var extension = invCache.GetExtension<InventoryItemExt>(invRow); if (invRow != null && invCache != null && extension != null) { var widthState = (PXStringState)invCache.GetValueExt(invRow, "WIDTH_Attributes"); var heightState = (PXStringState)invCache.GetValueExt(invRow, "HEIGHT_Attributes");

Hi EveryoneI would like to print the Label generated at the packing tab in the shipment screen automatically from device hub,Can you please suggest? 

I have 3 actions on a custom form.  I set the IsLockedOnToolbar to true.        public PXAction<ICSFSSSchedule> DeleteScheduleDetails;        [PXUIField(DisplayName = "Delete Schedule Details", Enabled = true, MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]        [PXButton(IsLockedOnToolbar = true, Category = "Other", CommitChanges = true)]        public void deleteScheduleDetails() This was addressed in the following topic, but the solution there does not fix my issue.All of my actions show in the title bar of the screen:I have reset the caches, restarted the application but the menu items still show.I want them to appear in the More (ellipse) menu.In the project editor, the items are in the correct category. Do I need to “instantiate” the More menu somehow since this is a custom form and there are no default action items?   

Good day, I need to pass values from a custom field in APTran in Bills and Adjustment at the moment when the Bill is released and the Journal Transaction is created, I need to pass the values to GLTran to a custom field, but when I use the Actions.PressSave I get a null error, Object reference not set to an instance of an object. I can't find which is the value I am missing or which another field appears as null and is required, I compared between the null fields on cache and the fields in the database that say that are required, but all the fields that appear as null are allowed to be null so I can't find the problem.I would appreciate some assistance please.public class APInvoiceEntry_Extension : PXGraphExtension<PX.Objects.AP.APInvoiceEntry> { #region Event Handlers public delegate IEnumerable ReleaseDelegate(PXAdapter adapter); [PXOverride] public virtual IEnumerable Release(PXAdapter adapter, ReleaseDelegate baseMethod) { var

Hi all,I crafted a comparative sales report to show sales for a period of [@MonthStart] to [@Today] for a 5-year span, ie, with today being September 9, the report would show:Range A: 09/01/2020 - 09/09/2020Range B: 09/01/2021 - 09/09/2021Range C: 09/01/2022 - 09/09/2022Range D: 09/01/2023 - 09/09/2023Range E: 09/01/2024 - 09/09/2024(note: these are the default date ranges I’ve set, as that’s what our sales team wants, but the user can input any 5 date ranges they want)The report shows sales for Ranges A, B, C, D just fine, but unfortunately Range E always shows $0.So to get all 5 periods, you have to run 2020-2023 in the first report run, then plug 2024 period into a separate report run.Can someone look at the .rps/.rpx to eyeball this? It’s driving me crazy and I think I’ve missed something simple like an open or close (), but I’ve double checked the parameters and filters and everything looks ok.Thanks! 

I have an Generic Inquriy column called orig_ord_type which, depending on the ARInvoice.DocType could either be a ‘C’ for Credit or an ‘O’ for Invoices and Debit Memos. My logic for this  is =IIF(LEFT([ARInvoice.DocType], 6)  =  'Credit', 'C', 'O') which accounts for Credit Memos and Credit WO (Write Offs) which should be coming up as ‘C’, but everything is coming up as an ‘O’. I’ve even tried using =IIF([ARInvoice.OrigDocAmt] < 0.00, ‘C’, ‘O’) and anything listed as a Credit still had an O in the column. If anyone has other ideas, they would certainly be appreciated, even using the =SWITCH function. I’ve tried the =SWITCH and I received an error about the MEMO token. 

Good morning Acumatica people!I have a question about Acumatica Payments - we have recently upgraded to 2024R1.From videos I’ve found online, the payment links generated by AcuPay should take a customer to a portal where they can see all of their open invoices (see image pulled from youtube video below) Our payment links don’t do this - they send the customer to a page that only reflects the invoice where the link was generated Where is the setting for allowing customers to see their full list of open invoices instead of just the one invoice for payment? That would be a really helpful thing but I can’t find where that setting is located. Also - is there a way in the customer portal for multiple invoices to be paid with one payment instead of the customer having to click into each individual invoice and pay them separately? This is frustrating for our customers who have a multiple invoices. Thanks for the help/advice!

Hello,I created a Related Documents Tab in my custom screen Similar to Relations Tab in Opportunities screen.I added Transfers in Type Column, But Data is not retrieving from Transfers screen.Pls refer below screenshot.Is there any sample code for this or where I need to add code for this?Please suggest any solution for this. 

There is a new requirement to establish a connection between Sales Orders (SO301000) and Bills and Adjustments (AP301000). I attempted to add two custom fields for order type and order number in the Bills and Adjustments (AP301000) form to retrieve sales order types and sales order numbers in the database, allowing the user to select them. Using this new custom column, which stores the sales order numbers, we can establish the connection. However, this did not produce the intended result. Is this the correct approach to create a connection between these two forms? Any guidance or detailed steps on how to implement this would be greatly appreciated.

I’m trying to create AP Bill Payment by REST APII found that I can do it with “Check”, but it doesn’t work for me - may somebody have experiance with AP Payments and can say what I’m doing wrong.One of my API requests: PUT http://***/entity/Default/20.200.001/Check HTTP/1.1Accept: application/jsonUser-Agent: OpenAPI-Generator/1.0.0/csharpContent-Type: application/json{"ApplicationDate":{"value":"2024-09-08T00:00:00"},"CashAccount":{"value":"10011"},"Description":{"value":"Test"},"Details":[{"AmountPaid":{"value":15.0},"DocType":{"value":"Bill"},"ReferenceNbr":{"value":"TEST002"}}],"PaymentAmount":{"value":15.0},"PaymentMethod":{"value":"CHECK"},"PaymentRef":{"value":"Test001"},"Type":{"value":"Payment"},"Vendor":{"value":"V100"}}All my attemts finish with an error like: “exceptionMessage=The system failed to commit the Adjustments row.”

Hi all, I am wanting to add suppliers bank details onto the remittance from but am unable to extract the data from the grid. I have added the PaymentMethodDetail table to the report but it doesn’t report on the actual information in the grid and just gives me either the headers or other values.   

I am trying to set a business even that creates a task when the Negotiation date is changed on a Contractible Ingredient but I want the tasks due date to be something configured like @today+30 with the start date being @today. these options are not available when selecting the from schema option nor does it seem to work when entered as such manually. is there something I am missing here or will this require customization? 

I am receiving the error “Attempted to divide by zero” on any order from big commerce that comes in with an item discounted to be $0 on the order. How do I get around this and get the order into our system without manually entering it into Acumatica? Thanks

Fixed assets - depreciation appears as negative when asset still active with positive net value

Sales/Account Managers should be able to freely create opportunities and subsequent project quotes from the mobile app. The are typically at project sites when gathering all the information, so it would be more ideal to do this via mobile than via web on a laptop. Currently, you can create opportunities via mobile app, but functionality is limited. You can’t specify the customer location record, but you can do this on the web. If the sales/account managers were then able to create a quote from mobile, they could be filling out quote details as they estimate--all on-site in the palm of their hand. Extremely efficient. 

Looking for a customization on attaching files to Purchase Order Receipts. When we enter Receipts for our Purchase Orders, looking to see if there is a customization that will automatically match up the packing list with the receipts?

Our client has a specific requirement to set the Shipping Address to the Branch Address for Purchase Orders that are of the Type = Project Drop Ship.  Currently, users are manually overriding the Ship To Address for these types of Orders and they have asked us to code it such that if the type of the Purchase Order is Project Drop Ship, then to set the Ship To Address equal to the Branch Address from the OTHER tab of the PO.  The following code does what we need it do; however, upon clicking save an error is generated.  The error is:Error: Inserting ‘PO Shipping Address’ record raised at least one error.  Please review the errors.  Error: ‘RevisionID’ cannot be empty.The following code does what it needs to do, but for the error when saving:protected void POOrder_ProjectID_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e, PXFieldUpdated InvokeBaseHandler){  if(InvokeBaseHandler != null)    InvokeBaseHandler(cache, e);  var row = (POOrder)e.Row;  var po_branchID = row.BranchID;  var

The Versioned selection box still exists on the Wiki Properties tab, but the History tab and it’s functionality no longer appear and when I search the Acu help articles, I can see the relevant help articles exist is v2023R1 but not in v2023R2.  We’re currently upgrading to 2024R1 and this is functionality I use regularly.  Is it entirely gone, or been moved to some other feature?  I can’t find anything related in the release notes.  Perhaps I’m just missing something? the help articles available in v2023R1 and earlier  The history tab of a wiki article and the actions available on it 

Looking to set up an inventory count in one of warehouses where:Count A - Certain Item Classes are counted in Full (every month) This one is easy - choose warehouse & by Item Class and choose the applicable item classes for full count. Count B - All remaining items are included in the population of a random spot count of 20 items (every month). For Count B - I’m looking for the easiest way to set it up so the specified item classes from count A are not included in Count B population. We have >25,000 skus so hoping to avoid select the items one by one.  

Hi I am trying to update the Item attribute for a stock item and it is not ediable.The attribute category belongs to “ Variant” and not a child item. Any Suggestions @KarthikGajendran 

Looking for a source code on the below Matrix Import scenario packages, Since we are facing an issue with validation of UOM between parent and child where the Acumatica allows to map the template items irrespective of UOM in below mentioned,ImportMatrixItems2022R2 ( But it is not allowed to do in 24R1 where Acumatica is not designed with out validation,I would like to compare the code between the packages to overcome the validation which is not happening in 24R1.

I’m recording a change order to impact costs but I can’t seem to control what period they are reflected in on the Project Cost Reports.  I’ve set both the Change Date & the Approval Date to 7/31/2023 but when I run the Project Cost Report the change only shows if I run it for the period 8/31/2024 (the current period).I need to be able to see this change reflect in the prior year’s period (July 2023).I don’t see a finperiod on the change order.  That’s why I assumed it would be driven by the Change Date or the Approval Date. 

I need some help here on finding a right way to do this.I had originally asked this question about awaiting the completion of a long running operation. That question was answered, but it didn't solve the issue. I have a custom action that opens a Smart Panel to capture some data from the user, which is then passed into a long running operation to fetch physical inventory count data from Zoho and update the INPIReview document.This all works. However, when processing the import, an important step is to record any items that were counted in Zoho, that do not exist on the Physical Inventory Review document so the user can be alerted that some additional items were counted.There won’t be many items, so we simply opted to write the details of those extra items to trace, and then notify the user with a dialogue box warning them that extra items were counted and they need to review the trace log. This also works - kind of.After clicking “OK” on the dialogue box that pops up, the original Smar

Hi All,I need to do a bank reconciliation for EURO currency. But my base currency is USD. Could you please let me know  that should I convert my EURO figures to USD before import my bank statement to the system or system automatically converts it. Thank you