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Hello Community, I am working on a project to create a sales order based off of a receipt (RMA) of a shipment. I am relatively new to Acumatica Development side and just had a few questions. I believe I have my action added and code that will create the SO document and I am ready to populate those objects, however, I am unsure on how to reference the data in the shipment record. I essentially need to copy the line items to a sales order with the transfer type. How would I reference the shipment record in the code below? Thanks in advance. I understand the code below may not be accurate, but I am mostly just noodling through this as I learn much better through doing and then fixing my mistakes as I go.  public class SOShipmentEntry_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry> { #region Event Handlers public PXAction<PX.Objects.SO.SOShipment> CreateTransferSO; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Create Tr

Is there a way to set a condition in Acumatica’s GI editor that will filter down to only unique results for a given field? in this case I have a report I created that pulls contacts with specific fields filled out and one of the fields in the results is the “Full Name” or Account Name; I would like to only have one result per Account name.I am doing this to try to parse out some KPI Data for management, they want to get the number of accounts that each sales rep has at least 1 Contractable Ingredient with out of a list of their total accounts in their possession. so even if there are 5 contacts with 5 ingredients we only want to see one of them for counting purposes.

Hi All, I have created a new grid screen which uses the same SOLine DAC and used views are as follows.public PXSave<SOLine> Save;public PXCancel<SOLine> Cancel;[PXFilterable]public PXSelectJoinOrderBy<SOLine,        InnerJoin<SOOrder, On<SOLine.orderType, Equal<SOOrder.orderType>,            And<SOLine.orderNbr, Equal<SOOrder.orderNbr>>>,        LeftJoin<InventoryItem, On<SOLine.inventoryID, Equal<InventoryItem.inventoryID>>,        LeftJoin<AMProdItem, On<PX.Objects.AM.CacheExtensions.SOLineExt.aMProdOrdID, Equal<AMProdItem.prodOrdID>>,        LeftJoin<AMBomItem, On<AMProdItem.bOMID, Equal<AMBomItem.bOMID>,            And<AMProdItem.bOMRevisionID, Equal<AMBomItem.revisionID>>>,        LeftJoin<AMBomOper, On<AMBomItem.bOMID, Equal<AMBomOper.bOMID>,            And<AMBomItem.revisionID, Equal<AMBomOper.revisionID>>>>>>>>,        OrderBy<A

How can I ovveride this buttons on Transfer screen?  

I’m trying to understand the relation between SOLine and SOLineSplit. Especialy what is the logic behind setting IsAllocated true or false. If I see a record in SOLineSplit with IsAllocated true what it really says.Thank you

Hi,In one of your live instances, some of the help articles cannot be accessed. Please see the attached screenshots. Has anyone got this issue? Please help to resolve this issue.   Thanks,Charithma 

Hi,I created a graph extension for the  Inventory Adjustment window, but when I try to extend the AddInvSelBySite action, I don’t find it in the class. This class inherit from the INRegisterEntryBase class. How I can extend this action? I need to get the selected records and the quantities from  the Inventory Lookup before the system clear the cache.   Thank,EV

Hello all,I was wondering if there is a way to offset a "Purchase Recipt" against a "Purchase Return" so the “Enter AP Bill” goes away without the need to really enter AP bill? The case is it happens that users accidently enter a purchase receipt and release it but then realise something is wrong (i.e. a wrong vendor is selected). Considering the document is released then it can not be deleted so they enter a purchase return. But, considering in reality there is no invoice or credit memo and simply a user error has caused the issue the need for this offset arise. Any way out-of-the-box we can make this work?

We are running into an issue with the Construction Project End Date due to the fact that we need to make end of year journal entry updates and to do so we must activate the project again. When we mark the project as closed after making our updated journal entries, it is updating the project end date to the current date which cause issues with our Project WIP report. Is it possible to manually set the Project End Date after Completing the project so that are reports remain accurate?

Is there a report in Acumatica that lists out all BoM that a stock item is used in?

I have a custom screen I am using to attempt to update serial numbers in Acumatica.  When the items are received, the customer doesn’t know the actual serial number at that time.  We are autogenerating a TEMP number.I have to TRY to update about 6 tables to change the S/N.  Some of those tables have the S/N as a key field or a foreign key field, so I don’t know if I will even be able to do this.However, when they click Save, I want to completely override the Save action by overriding the Persisting method.  I do not want to even call the base method.  This is my screen:This is my code:public class SerialNumberUpdate : PXGraph<SerialNumberUpdate>{ [PXOverride] public virtual void Persist(Action baseMethod) { using (PXTransactionScope ts = new PXTransactionScope()) { baseMethod(); //MY STUFF ts.Complete(this); } //UpdWorkOrder.Cache.Persisted(false); } public PXSave<Filter> Save; public PXCancel<Filter> Cancel; public PXFilter<Filter> FilterView; public

I have not been able to find a successful method for this yet.Wrong stock item was issued to a project/cost budget. The correct item has since been issued, but trying to remove or reverse the wrong item out of the project. I can do a receipt or adjustment back into stock on the inventory side if needed, but I am unable to determine how to reverse the issue project transaction to correct the project. Thank you,Greg

Has anyone had experience with Fusion WMS?I am getting a login error upon sign in to the fusion app on our tc21 scanners that says “Error: The request is invalid” I can sign into the acumatica app with the same account no problem and The user has all the correct Fusion and Branch access roles. I just wanted to see if there is a step im missing or anyone has had experience with the mobile app. 

I have to build a report for our phased construction project.  We want a report that will showphase  (TaskCodeID)  Hard Cost/Soft Cost  (first two digits of CostCodeID <29=HardCosts, 30=Land, 31-98=Softcosts, 99=Contingency)    Cost Code Category (first two digits of CostCodeID)        detail lines based on CostCodeID    Cost Code Category Total  Hard Cost/Soft Cost totalPhase TotalI’ve been able to create variables in the data section of my report called $HardSoft & $CostCostCat and I can get that data to display in the details section.But, I don’t seem to be able to use the variables to control my groups.Each groups section seems to also have a VARIABLES property.  Do I have to redefine the variables in in section?As you can see all of the data for these variables is already within the CostCodeID so creating ATTRIBUTES and having to input this data on every bill seems unnecessary.Any help?

There are situations where we order materials without a formal PO and wait until we have the bill in hand.  Is there a way to Quick Process (in a similar manner as SO > Shipment > Invoice) a PO so that the Purchase Receipt is created/released and the bill is created in one step?

Hi All,Build 23.212.0024This question has resulted from debugging work we’ve done related to another question here:We ran an SQL profiler to attempt to debug the above issue where a processing screen is acting differently depending on whether it is run manually by a user or run using an automated schedule.It revolves around an issue we’re finding when the query that builds the list of rows for the processing screen, Acumatica is appending different predicates to the where clause of the SQL depending on whether the it is run by a user or by an automated schedule.Specifically the BranchID fieldWhen run by a user, the SQL generated includes the following predicate:( [POReceiptLine].[BranchID] IS NULL  OR ( [POReceiptLine].[BranchID] IN ( 23, 24))However when run by an automated schedule, the predicate becomes this: [POReceiptLine].[BranchID] IS NULLThe tenant in question has two branches and POReceiptLines are being set with the relevant BranchID and not NULL.Setting the BranchID in the A

Hi All,Is it possible to add a new Customer Status, to this drop down called “Legal” that behaves the same way as the “Inactive” status throughout the system? If so, how do I do it thxDries

hello,I have a scenario where we have multiple rates for lets say one employee on multiple projects. How can i setup my allocation rule that whenever an allocation transaction is ran, it takes in the rate specified for the particular project?Thanks.

Good day,I am trying to figure out why Project Quote/Quote correction/edit function is not available to my users.  As the administrator, the correction feature is unavailable.I check my roles and access rights.  Where could this feature be hiding?Thank you.Evan 

Hi Acumatica community,We are trying to create an Import Scenario for an ‘Issue’ / Screen: IN302000I need to auto-create some inventory issues after running some queries which let me know that stock was used for a certain Item class. I am getting an error message ‘unit conversion is missing.’I am not sure if any one can share examples of this Import scenario or let me know what I can try to fix this error, or missing data possibly? Thank you in advance!! Import Scenario: Import Inventory Issue(Should be an auto-number for the Inventory Issue# / Ref Nbr. - Do I leave this blank?) Import Error: “unit conversion is missing” 

Hello all,I would like to know how can I make the field remain active till the Invoice Status = Open. I have extended the Default workflow, but not able to find the value where I can mark the required field as Active in Open. How to do this?  

We have two companies, soon to be three, setup on Acumatica and they do not share customers at all. We have been using the “Restrict Visibility” field to make it so that employees can only access customers that are a part of their company. Unfortunately, people forget to fill in this field all the time, leading us to have to go through manually figuring out what company they belong to every now and then. I looked into trying to auto-fill this field using customer classes, but the customer classes are shared between companies, so that’s not an option. I decided to turn to coding and try to use PXDefault to pull the branch/company from what the user is signed into, but I can’t get it to work and it just keeps throwing the following error. If anyone could give me a hand, that would be great.The multi-part identifier "Customer.COrgBAccountID" could not be bound. Here is my codenamespace PX.Objects.AR{ [PXNonInstantiatedExtension] public class AR_Customer_ExistingColumn : PXCacheExten

Once we match our transactions with the bank feed, is there any way on the transaction screen, to see if it has been matched to a bank feed transaction ? i.e. in the bank feed, we are able to see the AP document from the “Process Bank Transactions” page.However, on the AP document, are we able to see the corresponding bank feed item?

We have extended the StockItems endpoint from 23.200.001to include the following fieldsIt works great when filtering on AlternateID or InventoryID but when we try to filter on VendorCustomer we get a nil object unless we use substringof.Here’s an example:GET Request: ~/23.200.001/PartNumberXRef/?$filter=InventoryID eq '104175' and substringof('00250'%2CVendorCustomer)Returns: [{"id":"655f9396-3b5a-4796-8031-f18d8c447610","rowNumber":1,"note":null,"AlternateID":{"value":"3639541"},"InventoryID":{"value":"104175"},"VendorCustomer":{"value":"000000000250"},"custom":{}}]If we try this request, we get a nil object.GET Request: ~/23.200.001/PartNumberXRef/?$filter=InventoryID eq '104175' and VendorCustomer eq '000000000250'Returns: []Any thoughts as to why the equals query is not working or what we’re doing wrong?Thank you in advance.

Hi All,  I've gone through the I300, I310, I320, and I330 PDFs and have a decent grasp of the API. I am the only person in my Org who will be working on implementing functionality using the REST API.   Are there any features or modules that my admin should enable for development purposes? I have access to customizations so I can see the Element Properties when I hold down ctrl + alt. I have access to the DAC Schema Browser. I can see all of the Endpoints available. I have referenced the swagger endpoint docs. Is there anything else I should have access to or should review?  One example of a problem i’ve run into is understanding what arguments are required when hitting an endpoint.  For example the endpoint action bills/releasebills I was able to eventually figure out that I needed to pass the api call in this format:{“entity”: {        “Type”: {“Value”:”Bill”},        “ReferenceNbr”: {“Value”: “123”}}} Where can I reference what each endpoint is expecting?  Thank you