Solved

I’m playing around with extending workflows. In this case I’ve added an Action to SOOrderEntry in my graph extension. I’ve created a workflow extension as well. While my code compiles, I get an error displayed on the login screen:When extending a cache, cross references are not permitted: CustomerOEMods.Workflow.SOOrderEntry_Workflow -> CustomerOEMods.Workflow.SOOrderEntry_Workflow. The class definition for my workflow class is as follows:public class SOOrderEntry_Workflow : PXGraphExtension<SOOrderEntry_Workflow, SOOrderEntry>{}The definition of my graph extension of SOOrderEntry is:public class SOOrderEntry_Extension : PXGraphExtension<PX.Objects.SO.SOOrderEntry>{}Are these definitions incorrect? I’m following T270 as it covers adding an action to the SOInvoiceEntry workflow.I’m not sure what I’m missing.

Hello,I am trying to update the Latitude and Longitude on the Customer Master screen under the Shipping Tab via Import Scenario.  If I choose 1 record to process, it works perfectly fine.  If I try to do more than that, it says it processed them but the data is blank.  I have no clue what is causing this as I’ve done other imports for other aspects.  Any help would be greatly appreciated.  I have attached the XML of the Scenario.

We have a report that prints the pack list along with Lot Serial Nbr. Currently the items on a shipment are repeating multiple times because the items are located on multiple locations.   Current OutputHow can we display items along with lot serial number, total shipped qty but not have it split these lines based on location? We currently have it grouped by Sales Order Nbr and Order type.    I have also attached the rps file of the report for reference. Thank you for the help in advance! 

We have a client that will be keeping track of statistics by using the Quantity field within the Journal Transaction screen but there isn’t a way to have it show in the current inquiry screens. Below is a screenshot of the Account by Period inquiry screen and I was wondering if this is even possible to add to the inquiry.  Any help would be greatly appreciated. Thank you

Hi allI would like to know if anyone can supply me with the regular expression for creating an attribute with a currency value.  In other words, the value entered here must have two decimal points and be a number.I have voted for numeric type attributes, let’s hope we see it in a future version!Also, please let me know where I can find some resources on how to create my own regular expressions, it looks like Greek to me :-)

Is it possible to set the business date in an automation schedule? Invoices are prepared using the process at month end because consolidation of sales orders is necessary. The volumes are high and when users run the process it may fail when it gets over 1 hour, resulting in no consolidation. So running the prepare in an automation should take care care of this. However invoicing does not start until day1 of the new period. Users set their business date back to ensure correct invoice date/period, hence the request. 

Hi, I’ve created a Generic Inquiry titled “Project (Cost & Revenue),” and it runs smoothly. However, the pivot table takes a considerable amount of time to load.Could anyone provide insights or assistance on how to improve the performance of the pivot table? I’ve attached the GI and pivot table XML for your reference. Thanks 

We have a requirement to add a checkbox to the grid in Employee Time Activities. It needs to be enabled and editable and thus, persistable, when the activity is released.Standard SetEnabled in RowSelected does not work. Enabling the entire column in header also does not work. Overriding the original RowSelected event, where the row is disabled for released activities also does not work for some reason. Any ideas?

Good morning,I am curious if there is already a report in Acumatica available that would show me an accurate AR aging for customers.I currently utilize the AR Aging Period - Sensitive report...but that will give me customers that still have open orders on their account, thus creating a “credit” on their accounts on the report. I would like to see a report that just shows invoiced customers basically...is there already a report available or have you found that you need to customize a report? 

When printing a Sales order (particularly large orders) we have a sub report that summarises by Item, Colour and Size. This was made up of a sub report within a sub report which was then added to the sales order form as a footer section. The issue is that for large orders, there is no page break in the summary section and the remaining information is not printed. When changed to a header section, the system is printing a line of the detail section, followed by the summary table and continues that way for the entire report. How can I get the summary information to print on multiple pages and then print the normal sales order lines. I have attached the forms and sub reports being used.

What could be the reason between a binary file in a package being different from the file that is published to the Bin folder?I had done a MD5 hash comparison and the file in the Bin folder (after publishing) differs from the file in the Package. The only fix was to download the file from the Custom Package Files grid and copy it to the Bin folder.Has anyone experienced this before? What could cause it?

Our client has many PO receipts from when they went live where the received quantity does not match the order quantity or billed quantity, but the dollar amounts match.  The client has created returns for these receipts that also have quantities that do not match.  Will Acumatica allow them to create a bill for the receipt and create a debit memo to apply to the bill if the quantities are off?  Is the PO link truly broken so it would work?  They currently do not have a test environment-space issues to test it out.                            $              -                              $          (256.50)  $               -      $              -  

I can no longer override the ConfirmPackage method when pressing the Confirm Package Action on the Pick, Pack, and Ship page (SO302020).  What method is being called now when that action is being selected?error 

When I select Print Quote and then SEND, the Sales Quote email template no longer appears for me. When I login as any of our other Users, it works properly. 

I’m looking for a two step allocation where the first step posts a correction the sub account, then the second step would allocate to WIP. Then when the invoice is release have it auto release the WIP allocation, but not reverse the first step where the sub account was corrected.  I can get it to do multiple steps and post the first correction, then the second WIP Entry, but it’s combining them into a single Allocation and Journal Entry.I have it set to never reserve the first step, only the second step, which seems like should tell Acumatica those need to be 2 separate Project Allocation transactions.

Hello!I’m working to clean-up old/abandoned production orders from years ago. I just came across one that is linked to a SO, but that SO is completed. I cannot seem to break the link to the SO, and therefore cannot cancel or delete the unnecessary RO. What should I do?  

Is there a trail to show time entries that were deleted?  

Has anyone found a way in the browser settings (Chrome, Edge, etc.) to set up an automatic refresh on the calendar board?  We have clients who open the calendar board in a new window and then drag it to a 2nd or 3rd monitor. They want to view it throughout the day as they are working.  But if they are idle for several minutes and others are changing the board, their page doesn’t refresh unless they force it to or unless they make a change.  Is there a way to set it up so that it can refresh automatically every 5 minutes (like dashboard widgets)?  

I would like to get some help with a conversion issue in the Results Grid. I have a Generic Inquiry that I was able to successfully pull in the customer name as the parent name if that field is empty (parent and child are the same company in some cases). I attempted to do something similar with the parent account number using the customer number in place but we have several parent accounts that are not “standard” numerics such as ‘AAMBER’, ‘INTMISC’, ‘C000012’, ‘C000013’, with several others similar to those few. My logic for the parent name substitution is: =ISNULL([BAccountR.ParentBAccountID_description], [BAccountR.AcctName], [BAccountR.ParentBAccountID_description]), the the logic for the Parent Account number is: =ISNULL([Customer.ParentBAccountID], [BAccountR.AcctCD], [Customer.ParentBAccountID]). A conversion error is popping up which I do understand why, but if there is a workaround I would appreciate any help. 

Is there a way to change the Display Value of a data value added via customization project, or is there a way to edit the Display Value of an existing data field?I added a checkbox for ‘Urgent PO’ to the Purchase Order Screen PO301000 and I want to change it to ‘Critical PO’ 

I wanted to embed an External Images on the Report Designer, Is there a way to do it?

I am trying to set up a dialog box that can contain links to different versions of a Quote/SO print out.I am open to different variations of how this can be done but this mockup is the rough idea... Salesperson hits the Print Quote button as usual A Dialog box opens and has all of the options of the report to choose from which then will populate in a new tab as it does now. Does not have to be a checkbox option - can be dropdown. They will likely know which one option they want to print. I am also open to avoiding the dialog box at all if there is a way to list all of the versions as links under the printing & emailing header. Each version has been mapped to the Site Map. I just need them to be able to choose which version they want printed based on their sales scenario. While they could do this from the workspace menu under Printing, I’d prefer them to be able to utilize the Print Quote button from the SO screen.   Any ideas are appreciated! 🙂 

How can I remove the access to set the option of ‘Close’ as a status for most users in an Appointment or a Service Order? We would like most users, like data entry or service technicians to be able to set the status of ‘Complete’ but not ‘Close’ - We want to control this option to 1 person that will review the Service Orders/Appointments before billing and closing them. Is there an easy way or do we need to make edits/changes in a customization project?Thank you in advance!! Appointment State Diagram 

We make use of a few branches, and our setup is done on several subaccount levels, I want to find out if it’s possible to set up rules that will accommodate an employee of a branch, to book transactions or time on the same branch but a different subaccount and then allowing the cost the be transferred to the subaccount used.