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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  

Hello!I’m trying to import in test mode my excel. Everything seems good, I’ve been able to import one line while testing, but when I try to upload the whole file I can’t. I’ve read other posts about this error (not for bom but for orders and other items) but I didn’t understand how to solve it. No other user is updating same time and I don’t know how to use timestamp.Would somebody maybe help me? Thanks in advance.  

I’m working on a modification on Payment Screen (AR302000) “DOCUMENT TO APPLY” grid. I need to to populate data into a another call when user selects Reference Nbr. What should be the best event to handle here?Please refer the image below:Thank you

I have custom data fields in my results grid that categorize my AR data into different timeframes.  I want to sort my data by the “Overdue total” data field, but it does not appear as an option in the sort order dropdown. I’ve tried to copy and paste the same formula into the sort order tab, but the data does not sort correctly. I have no idea what step I’m missing. 

By default, Json responses of a web Service end points looks bellow.{ "id": "9c089d8c-086c-ee11-8358-06c5a29671a4", "rowNumber": 1, "note": { "value": "" }, "BaseCurrencyID": { "value": "USD" }, "Branch": { "value": "GRITIRES" }, "ControlTotal": { "value": 14800.0000 }, "CurrencyEffectiveDate": { "value": "2023-03-15T00:00:00+00:00" }, "CurrencyID": { "value": "USD" },I need to format it as below { "id": "9c089d8c-086c-ee11-8358-06c5a29671a4", "rowNumber": 1, "note": "", "BaseCurrencyID": "USD", "Branch":"GRITIRES", "ControlTotal": 14800.0000, "CurrencyEffectiveDate": "2023-03-15T00:00:00+00:00"}and i need to customize the request body format also as above. is it possible in Acumatica ERP?

Our main aim is to receive the email notifications during MYOB actions such as purchase order approval and so on. For this activity, we are trying to setup a system email account. To do this, I have already configured ‘External Applications’ and ‘System Applications’. and I am using my own account to do the testing if i receive email or not. While clicking on this ‘Test’ button, Sometimes, I receive email, but some time i don’t. It shows error like ‘451-4.7.0 Temporary Server error’. Has anyone faced this issue before ? What am i missing? This issue is intermittent and can’t know the timing as well. happens randomly. will really appreciate your help.  

Good day team,I am trying to set the last period as default on a report designer report (in this case 07-2024) instead of current Period (08-2024), but i am having issues finding how to do it.The report designer has the From Period Value in the Parameters Tab of the Schema Builder the following formula: =Report.GetDefExt('OrganizationBranchReportParameters.FinPeriodID')I tried several things, but still no luck. Has somebody find a solution for this?I appreciate any help in this. 

I have set up a business event to perform the following:Auto mark items on the Prod Detail as Backflush On or Backflush Off based on an Attribute at the stock item level. Triggered by a Production Attribute (Attribute ID = PURCHVER) being checked off.My issue is that the Business Event only runs when there is one single item on the Prod Detail (and on GI), for some reason the system is not recognizing the business event when there are multiple items on the GI. See below. Business Event - Triggered based on Record Inserted of GI below Generic Inquiry - List of Material on Prod Detail with Prod Attribute as TrueImport Scenario is simply set up to mark the lines as Backflush on or off which I can confirm is working fine. In the list above, AM003535 was recognized and processed without issue. But all other orders do not get recognized in Business Event History when I toggle between the attribute PURCHVER True and False. In theory, each time I mark the attribute as False it falls of the lis

Hello,I am attempting to load BOMs.  All works well unless there are multiple materials on an operation.  Then it throws an error on the additional materials in the operation.  I am working with a VERY short data set to get this working but cannot move past this.  I started with the standard BOM import scenario. 

Hi ALL,With Report Definitions.  How can the account description only display 1 line?Even though I checked the "Suppress Line" in Column Sets, Accounts with descriptions that are too long still have their lines dropped.   Best Regards,NNT

We are using data from Acumatica in our BI (Superset) and Data Warehouse, but we are running into an issue. We pull the data via OData for each DAC. But, our number are off every time someone deletes a Sales Order, Return, Shipment, Refund, Payment, Invoice, etc. I looked at https://help.acumatica.com/(W(9))/Help?ScreenId=ShowWiki&pageid=4a1939a3-26aa-49e3-83c6-5bcc884e66b9, and tried adding the column to the SOOrder table, then deleting an order, and it didn’t work (I tried with and without the Usr in front) - It deleted the order, and it did not preserve the data as it says it would in the doc. I had planned to create a customization with a DB view to then use in a GI to then send push notifications to our Data Warehouse, but I can’t get past the part of being able to see what data is being deleted. I also looked at the Trace after deleting an order, which wasn’t helpful because it doesn’t show the deleted data either (that is below). Any pointers or suggestions here?SELECT COUNT

HiI have developed an integration using Odatav4 - to fetch(read only) from DAC based queriesI would like to know what the minimum User Role/Licence Type is needed in AcumaticaThe role is, I assume,  “Odatav4User”The Licence Type. “Limited API” , “Full API” ? Kind Regards

I am attempting to import a list of new contacts from an excel sheet yet when I run the import despite the import showing as Successful none of the contacts “processed” in the import show up in the All contacts GI. Is there something wrong with How I have this Mapped?  

Hello Comminuty,I would like to know how can we create variables in Acumatica Report Designer? Specially if a new datetime field is added on the screen and the user wanted to see the full format as 20 October 2023.  

I am looking to see if anyone else has explored or built a solution for the following idea. When working on enhancements and customizations for altering how we use a certain field or what values we use, I would like to have the ability to find all processes and screens where that field is used.Example use case: we are working on reducing the number of sales order types we use and introducing a new sales order type as part of a process improvement project. I know that we use the sales order type in many processes to determine the type of order and actions needed to be taken. I don’t want to miss any of the GIs or business events dependent on the sales order type - and I would rather catch this before testing every process in the system.My current idea is to create a GI for each process and search all the DAC fields that could reference a table or a field in that process configuration. So, in the dependency check for GIs, I will have a GI for the tables, relations, conditions, parameters

Hi Everyone,In the Shipments screen, I have introduced a new custom field i.e ShipmentNbr (Text Field) to scan the Shipment Barcode. In the Desktop, when we enter a value in the ShipmentNbr custom field, then in the field updated event, I’m updating the value in the actual Shipment Nbr field and details are loading properly.  (Please find the screenshot for your reference). Where as in Mobile, when we try to scan the Shipment Nbr using Custom Field (Barcode scanner field), it is scanning successfully but not updating the value in the Shipment Nbr (Default Acumatica field). Can you please help me with this?     add screen SO302000 { add container"ShipmentSummary"{ add field"ShipmentNbr"{ special = BarCodeScan } add field"ShipmentNbr_" add field"Type" add field"Status" add field"Operation" add field"ShipmentDate" add field"Customer" add field"Location"{ special = BarCodeScan } add field"Workgroup" add field"WarehouseID" add field"Owner"

My team is beginning to implement production and purchase orders into the company, however, we have discovered that both are defaulting to the same location: receiving. This is fine for the purchase orders, however, the production orders need to go to shop done, but are defaulting to receiving despite not belonging there. Is there a solution to fix this?

Unable to Map the Template Item to a child items even I selected the ‘ Allow Edit Template “ in item class and No open Orders as well. 

the two companies need to have independent Customers, Vendors, invoices, PO etc…  How can this be setup  

When doing an Import Scenario creating Contacts is there a way to make sure it does not create Duplicates if the Contact already exists?

Does anyone know if there is a way to require Sales Allocations in order to create a shipment but prevent the auto allocation during order entry?I’ve tried utilizing the SO order type and enabling the “Require Stock Allocation” but that just makes it function like the SA order type which will allocate at entry time.This is causing issues where production could receive in production orders creating inventory on hand for an item. Then a new order is entered and consumes the new inventory before the allocation process allocates to a back ordered line.

Hello Everyone,We are working on a custom screen with 2 dropdowns, to load attributes as multi-select Combo.If we try to load all attributes, able to select save as expected. When we try to load the dropdown with some filter like load attributes based on Item class selection(Other field), dropdown values are loading as expected, however, while saving the record, selected values are getting cleared. Any input on this behavior is much appreciated.Thank you !! Best Regards,Vidyakeerthi K