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Need to add a new column to the Details tab of the purchase orders screen and display the item class (ItemClassID) in it. item class belongs to InventoryItem DAC. in the Details tab use a View called Transactions, but that View didn’t contain the InventoryItem DAC,public PXOrderedSelect<POOrder, POLine, Where<POLine.orderType, Equal<Current<POOrder.orderType>>, And<POLine.orderNbr, Equal<Optional<POOrder.orderNbr>>>>, OrderBy<Asc<POLine.orderType, Asc<POLine.orderNbr, Asc<POLine.sortOrder, Asc<POLine.lineNbr>>>>>> Transactions;so, I need to override this, View. I just need to add this column to the Details tab, other functionalities should keep same. I create a Graph extention and create a View with same name, Transactions as bellow.  public PXSelectJoin<POOrder, InnerJoin<POLine, On<POLine.orderType, Equal<Current<POOrder.orderType>>, And<POLine.orderNbr, Eq

I forgot to lock the period for AP and there were some transactions posted AFTER the cash reconciliation was completed.Is there a report that can be run to see what entries were made after the cash recon was completed? 

Hello Community,I just have installed a new Acumatica instance, but I am not able to login as it shows the following error messages: And the logs for this are: i tried to restart my DB, still not able to resolve the issue

Good day,I developed a Dashboard for my Sales Director.  However, when make changes to titles, filers, etc..  He is not seeing the updates/changes on his dashboard.  He has access to the dashboard.  None are locked.What can I do to make sure that changes are sync so he see the updates and changes.  ( We I move a tile, it doesn’t change for him or update the filter.)  The plan is to set-up access for the Salespersons next.The dashboard owner is the Administrator Role.  His role is granted access.Your assistance is greatly appreciated.  Thank you@Evan G 

Would like to change the standard cost on a stock item, but we get the following error if there is a quantity in inventory.  I believe there is no away around this other than to adjust out inventory, make the change, then adjust it back in.  “IN Error: There is non zero Quantity on Hand for this item. You can only change Cost when the Qty on Hand is equal to zero” Is this correct?

Hello,I have created some custom validation fields that are specific to an order. When I conducted my testing, it brings these fields over. I figured out how to disable the native ‘Copy/Paste’ functionality, lots of good information here from the community on that, however, sales orders have one other option- ‘Copy Order’ action. I have tried field defaulting, field updating, and row inserted  event handlers. None of them trigger to nullify my target fields. I have looked through the source code and tried to attach to the IsCopyOrder attribute, which I think would work- but I don’t think any of the events are firing.. any help would be great. One of the ways I have tried doing it below- it prevents the Copy/Paste perfectly, but no luck with the IsCopyOrder side of it. protected void SOOrder_UsrBlyReviewedBy_FieldUpdating(PXCache cache, PXFieldUpdatingEventArgs e) { if (e.Row is null) return; var row = (SOOrder)e.Row; if (Base.IsCopyPasteCo

Is there a process that allows us to create a shipment document out of a return to vendor? Once the “return to vendor” process has been completed, our warehouse needs the ability to physically ship the products back to the vendor. We are currently using the ShipEngine integration and therefore would need a Shipment document created so we can create the shipping labels for the return.

Has anyone out there developed a functional supplier scorecard highlighting delivery, lead time, cost, etc.? We are only 6 months into our Acumatica journey, so have plenty to learn but thought I would reach out to get a little direction to start this project. 

Is there a way to directly invoice non-stock items through a Sales Order without creating a shipment? We have non-stock items that are job specific and need to be on the Sales Order. These non-stock items are not tangible products and do not require shipments.  We would prefer to steer clear from creating fake shipments and invoicing through AR since we would like to have a document that is connected to the specific Sales Order.  Thank you!

Hello,From the Cases screen, we added a selector-type attribute to connect to the equipment screen as a UDF.  The value shows up in a GI OK, but when I try to join on the value, it does work. The below join should be working, but it’s not. I can’t find the value in the CSAnswers table for this type of attribute. Anybody know where the selector attribute value is stored? 

Would like to print blank forms and reports to be used for ISO documentation.For instance, print a sales order confirmation form, but with no actual data on the form. I believe we’ll be printing these to PDF and blanking out the displayed values using a PDF editor. Any thoughts?

We are implementing Acumatica. We have about 100 machines grouped into 5 work centers. A typical production order is about 300 pieces and typically runs 2-4 days. The issue we are having it that as we test scheduling it is spreading the work from one production order to all 25 machines in the work center. It is there a way to keep a single production order confined to a single machine without turning the all 100 machines into individual workcenters?

Hello all,I created a few SQL views in a test environment and uploaded them to a customization project to create a new DAC. Everything went well, and I was able to access the data through a generic inquiry as intended.Moving the scripts to the production environment and creating the project there resulted in success and no issues.Now, when I select the table in the GI, it shows up, and all the fields appear under the results grid. However, when I go to actually view the inquiry, it is completely blank except for the hundreds of pages and thousands of records indicated at the bottom of the inquiry.Any insight into what is happening and potential fixes?

Hello all,I have a need to override “OnPersisted” method (actually I don’t to be called at all) in a drived class from EPApprovalList (a few level of inheritences) but no matter what I do it still gets called. First I tried to override the method itself. The override method in my custom class gets hit when I trace. In my override I just have one command which is “return” but still the code in the base class somehow gets executed (I am guessing because it is in fact an event handler so the base code is already executed when gets to the override). So I decided the remove the handler when class is initialized. I took two approaches to remove the handler. the codes seems to be executed successfuly as when I trace I do not receive any error and it seems to dp what I want but again I am not sure why still “OnPersisted” methods gets executed. Long story short how I can prevent this method from being executed. Here is the related portion of the drived class I have.using System;using System.Col

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