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Getting an error when publishing “customization project” .Says error is happening in: PX_Objects_SO_SOOrder_extensionsIt’s in \App_RuntimeCode\PX_Objects_SO_SOOrder_extensions.csand there doesn’t seem to be any issues,I recently did open project from folder as well for this instance and binded it to my external code library that I pulled from GitHub not sure if that makes a difference .

Hello everyone. I am trying to see how to modify the GI for Non-Stock items to include the GL Codes/Accounts for Expense and Sales.  I don’t see any other report I could manipulate and that’s why I thought I could get that through the Generic Inquiry by Editing the Generic Inquiry.  I cannot seem to find what fields should be added to the Results Grid.  Currrently on 2023R1.Any help in this regard would be greatly appreciated. 

Use Case: Tracking Adjusted Sales Order Line Items for External System SyncWe have a situation where customers need to view their sales orders on our website. Unfortunately, direct access to the API isn't feasible due to high traffic, so we need to sync the data. The challenge is that sales orders (SOs) are frequently adjusted — items are added or removed up until shipping. When items are "removed" from the SO, I need to reconcile these deletions in an external system.Goal: Capture deleted line items on Sales Orders to track and reconcile them with our external system. Initially, I considered using push notifications, but they can sometimes be unreliable (e.g., missed messages). Instead, I'm looking for a way to export all Sales Order Line items to an external table (Azure SQL Server) on a nightly or weekly basis. I’d then run a reconciliation job to manage the deletes.Current Approach & ChallengesI attempted an export scenario that includes NoteID, InventoryID, Branch Name, Create

Is there a setting I need to look at?  Or is it that the system wouldn’t allow to ship anything prior to the schedule Shipment date unless I adjust it to the current ship date?Thank you

Hi,I am creating a business event to add time card entries through an import scenario.It gives me an error which says - Employee not found in the system. It seems there is some sort of an access issue. Could anyone please help?But the employees are present in the system. I can manually add time card entries. And also I can add through a stand alone import scenario (That’s not connected with business event/automated schedule).  ==================================================== Thank you!

Hi,I am trying to give our users the ability to import records in the ‘documents to apply’ grid on the payments and applications screen (AR302000).I’ve followed Sergey’s instructions here and referenced this previous post. The upload button is now visible, however I receive the following error when attempting to import a file: “The view $ImportXLSXSettings doesn't exist.” or “Error: The view $ImportCSVSettings doesn't exist.” depending on the file type.I am not able to find any information on this error and unsure where to go from here. My current AR payment entry extension is below.Any help is greatly appreciated!using PX.Data;using PX.Objects.AR;namespace PX.KWW.KevinScreen.Graph{ public class ARPaymentEntryExtension : PXGraphExtension<ARPaymentEntry> { [PXOverride] [PXViewName(Objects.AR.Messages.DocumentsToApply)] [PXCopyPasteHiddenView] [PXImport(typeof(ARAdjust))] public PXSelectJoin< ARAdjust, LeftJoin<AR

Please check the screenshot below. Is there a workaround to remove the customer name(highlighted part) from the Sales Order form title? I examined the SO301000 ASPX using the 'Edit ASPX' option in the Customization Project Editor, but finding the title was difficult.    

How can I implement a profile photo uploader to upload an image and display that image on the Employee screen?

When an Assembly is Disassembled, are the Component Parts returned to Inventory?I ask because I don’t see a certain component part back in inventory after completing a Disassembly. 

Hi, can we set up a Consolidation Parent Company with a financial Calendar that differs from the one used by the Consolidation Units?We have a client whose fiscal year begins from January, but for reporting purposes, they would like to setup a Parent consolidation Company ( preferably within the Same tenant) to use a financial calendar begins from the month October(they have “Multiple Calendar Support” feature enabled).So when we run the consolidation Import, the period 01-2025 (January 2025) data from the Consolidation units should get imported into the period 04-2025 (January 2025) in the Parent Consolidation Company.Thanks

Using the Trial Balance by Summary and Detail Report Filtering logic I think I figured out why it would not return values but wanted to confirm with community.Acumatica 24R1 Build 24.104.0008Single Tenant, Multiple Company, same ledger for Actual. 1 company has multiple branches and the other company is a no branch setup.I cleared the Company/Branch field on Report Parameter Tab ( “Blank”).  On “Additional Sort/Filter” Tab I selected the “Property” branch.branch ID field with “Condition” EQUALS, and selected branch from List of branchs in the “Value” field. I noticed by selected the “Value” it inserts the word branch which is invalid for branch id name. I had to just manually type in “Value” field the branch id.  Also tried to use the 2nd value field to include an additional Branch ID. The 2nd value field does not appear to work and display 2nd branch TB info even if manually typed. If I only used the “Value” field, manually input the branch ID, and used separate Rows for each branch i

I'm new here as our organization is transitioning to Acumatica!I'm trying to set up Acumatica in a way that allows our team to access instances to use snapshots and complete training courses. My main question is: What is the best approach for setting this up to support multiple users?Should I install Acumatica and the relevant snapshots individually on each team member's workstation, or would it be better to set up a shared environment, like a VM or server? I’d like to hear about your experiences with these setups, especially any pros and cons you've encountered.Thanks in advance for your help!

Has anyone had any issues with / when sending a email via a template, the message will look exactly how you want it to look on the template, in “all emails” it looks good, but when received in outlook it looks like it goes from no spacing between lines to double spacing.  Every line, including signature from “my profile” being inserted looks like it’s going from single space to double or 1.5x. It looks unprofessional and not sure what the problem is.  Any ideas? 

I want to create a custom screen that can be used for validating the components selected on a kit assembly.In general, there is a 3 step process.   The first step is to scan the bar code that returns the kit assembly Id.  After that, they user will scan the components on the kit assembly and I can then compare the items scanned to make sure the serial numbers on the scanned component match the serial numbers as entered on the original kit assembly. I’ve never worked with barcode scanners.  Is the barcode scanner just a quick way to enter text into a field on a screen?  I don’t think I need WMS, I think I only need whatever it would take to get it so that when someone scans a bar code, it fills a the field on the screen.On the Pick Pack and Ship screen, there is a field where you can scan a barcode to basically put @pick into the field.  I see this using PX.BarcodeProcessing; on the PrintPackShip screen and maybe that is all I need?  I think all I need is whatever code it would take to

Hello Everyone,Is there a way to implement a restriction so that the users can only access certain types of Cases in the Support module? For example, we have Customer Complaint case type and Product Documentation Request case type, so user A can only view and access Customer Complaint case type and then user B can only view and access Product Documentation Request case type and then user C can view and access both case types. Thanks in advance!MRIVERA67

This is not currently turned in my configuration, if I do make it active, am I liable to get charged more?

Dear ALL,We have an AP transaction that was released but unposted and we do not want to post this AP transaction.How to close Financial Period with unposted batch ? Best Regards,NNT

We are using the nuget package Acumatica.RESTClient.ODataApi version 4.1.0.  We are trying to call a generic inquiry via OData v3 using ODataApi.GetOData().  However, the $orderby parameter is not listed as a parameter for this method.The method includes the following parameters:select, filter, expand, skip, and top - but not $orderby.Is there a way to make an OData v3 call using an $orderby parameter?

I have a negative quantity available and am trying to figure out what is causing it.  I went through the history of the inventory transactions and everything seems to be ok.  I have an FS Booked quantity of 1 in the inventory allocation and wondering if this could be the reason? 

Hi,I have a requirement to default the tax category based on the entry type selected. Currently following options are available. My tax setup includes multiple tax categories under one tax zone. System picks the default tax category for the tax zone attached to the entry type.Use can manually change it. we can use a non-stock item to default the tax category. Use has to select the tax category and also the  entry type in the cash transaction. Is there any way that I can set the tax category to pick automatically connected to an entry type?Thank you,Dulanjana

Hi,In the sales orders screen, the “Print Sales Order” button is disabled when the SO is in backorder status. Does anyone know what is the reason to disable the report when the order is in the back order status?Thank youmDulanjana

I have these lingering tabs on a GI I’m working on and can’t delete them. This is the error message I get when when trying. Any ideas on how to clean this up?  

Hi,Is there any way we can remove few lines from the Transfer Reciept when processing 2-step Transfer method.  I tried to remove few item lines but delete (X) icon is freezed.  Thanks!

Hi Everyone,We are working with subaccount segments and row level security. Let’s say we have 2 segments in the subaccount , XX-XXX. Both of these segments have a 1 for 1 on row level security groups, group ABD and group IPE. Both groups are type A. Both segment 1 and 2 will have subaccounts in group ABD and group IPE.       What we are trying to achieve is if we select subaccount segments from group ABD on the first segment, we segment 2 to only show the ABD subaccount segment value (and not see IPE). For example below, we select ABD in segment 1, but we also see subaccounts from IPE. -- We want to restrict this to only ABD in the second segment. For this testing, our user is part of both group ABD and IPE.  Currently I have not figured out a way to do this on GL Account Access. Is this possible in Acumatica?Thanks