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I am creating orders from a mobile application when they are sent to Acumatica and I want to complete the Shipment I get this error message:order does not contain any items planned for shipment on.Is it some field that I am not sending? Best regards,

Hello all,I have been trying to create a PO from SO. I have defined the following parameters:But the option to create PO is still inactive. What is it that I am missing here?

I need to display the dollar amount of Debit Adjustment(s) applied to a payment on the Check Remittance.  How would I do that or is there an existing report that shows this information that can be sent to a vendor.  This data is needed to inform the vendor why the payment is less than the invoice.

For Appointment screen (Screen ID: FS300200) we added two fields in details tab.This is working fine on web.I wants to add it it in mobile app (next to Target Equipment ID).I tried various code but none of this working (no error - new field not visible)update screen FS300200 { update container "Details"{ update group "TargetEquipmentGroup"{ update layout "EquipmentLine" { add field "UsrBuilding" { displayName = "Target Equipment Building" placeAfter field "TargetEquipmentID" } add field "UsrFloor" { displayName = "Target Equipment Floor" placeAfter field "TargetEquipmentID" } } } }}andupdate screen FS300200 { update container "Details"{ update group "TargetEquipmentGroup"{ add layout "EquipmentDetails" { displayName = "EquipmentDetails" layout = "Inline" add field "UsrBuilding" { displayName = "Target Equipment Building" } add field "UsrFloor" { displayName = "Target Equipment Floor" } } } }}FSAppointmentDet DAC extend for U

For AP Document Recognition, there’s a screen called “Delete Outdated Recognition Results”. Help documentation recommends periodically deleting records to save space, but doesn’t say how long records should be kept (if at all). I’m wondering if the historical records are used to improve future recognition results. Or does the machine learn without referencing historical results? Should I keep 6 months (for example) of history or delete everything up to the current date?Appreciate any insight!

When I extend business account into a customer, it adopts the numbering sequence of business account, instead of the next customer ID in sequence.  Is there a way to address this? 

I am trying to create an import scenario that will create purchase orders from production orders.  I need to have a separate PO for each production order.  

I have Items pertaining to Different Item Class which i need to use diff GL account while Issuing  Item . There is Already an Issue REASON CODE thats is getting used default whenever i make an Issue  . How to stop using reason Code and use COGS Account  from Posting class while Issuing the Item 

Hi Team,Assume we have a NGO which we are going to pitch Acumatica.. Since it is an NGO they are currently practicing projects and they are doing project budgets and all other related to project transactions. They are not raising any direct invoices from the order management module. Additionally they have the procurement process related to projects and administration transactions.I would like to know are we able to record the projects and revenue with using project module in Acumatica without purchasing the Order Management module in Acumatica..Appreciate if anyone can provide me an answer.Thanks/ Yashodha

Hi,If I use the Upload File button and choose an CSV, it gives an error saying “CA Error: This file format is not supported for the bank statement import. You must create an import scenario for this file extension prior uploading it.” since the button only allows some fixed file types but not SCV or excel.If I use the Load from file button, it requires mapping my bank file with the system fields and upload each and every time. I rather prefer creating an import scenario and use the Upload File button as instructs by the error message. Will this work If I create an import scenario for the import bank transactions screen? Do you have any samples/import scenarios done for this? Thank you,Dulanjana  

I’ve been asked to provide an estimate for a new customization.  I’ve done several advance things in Acumatica but this one I’m wondering if a) is this possible? and/or b) should it even be attempted?They want to use Matrix Items with 8 attributes in a template.   They want to be able to add cost/labor to each attribute value and have the price calculated during entry and saved directly to AR prices when item is createdAdd custom fields to Attribute values: Use these values to calculate a price during matrix entry: This does not look like traditional graph extension with overrides.  I’ve tracked down some code PX.Objects\IN\Matrix\GraphExtensions\HeaderAndAttributesExt.cs which looks like where the fieldupdating event is being hooked up to each attribute value but I can’t see a way to sub-class or extend this abstract class.I guess I’m at the point where I just need to hear if this is a fools errand and/or if there is some other possible way to accomplish this.  Customer does not want/

The quick question: Is there a list of the Transaction Type 3-character codes for inventory transactions (INTranDetail DAC) or, more generally, a way to view a field’s value before it is translated to the display version? As part of a larger Generic Inquiry that brings together a variety of inventory-related statistics, I am attempting to create a ‘Most Recent X Date’ column for several of the different transaction types, such as Most Recent Receipt Date and Most Recent Transfer Date. However, I am unable to filter to the desired transaction type in a formula without knowing the codes. [INTransfer.TranType] = 'Transfer' Doesn’t work, as the DAC Schema shows that the field is only 3 characters, but gives no list of what those codes are. I had to do something similar with Cross Reference codes and thankfully another post exposed a list of constants for those. I am also curious about how these smaller, stored values are transformed into the displayed values. It feels like I’m missing or f

I am trying to add report to the Acumaca customer portal and having error as follows. Any help appreciated Server Error in '/AcumaticaERPPortal' Application.Error: You don't have enough rights on 'CR632072.rpx'.Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code.Exception Details: PX.Data.PXException: Error: You don't have enough rights on 'CR632072.rpx'.Source Error:  Line 317: }Line 318:Line 319: var pars = PXReportRedirectParameters.UnwrapParameters(passed);Line 320: passed = PXReportRedirectParameters.UnwrapSet(passed);Line 321: Source File: C:\Program Files\Acumatica ERP\AcumaticaERPPortal\Frames\ReportLauncher.aspx.cs    Line: 319Stack Trace:  [PXException: Error: You don't have enough rights on 'CR632072.rpx'.] Pages_ReportLauncher.viewer_ReportLoaded(Object sender, EventArgs e) in C:\Program Files\Acumatica ERP\Acu

We are trying to install the self service portal and cannot seem to do so on our instance.  It continually gives the error that it cannot copy the files if I try to name the instance “Portal”:Or it gives the error that it cannot find the files if I try to name it ANYTHING else even if I change the installation file path. If I create a brand new database and instance on this same server, all works fine. For a period of time it would not even run the configuration wizard.  This is on my self hosted NFR instance on Azure. We have a ticket open with Acumatica, but I thought I'd try here as well since we haven’t been able to make any headway.

I Create a new screen called material request note. I need to add a numbering sequence to its ref Number field.Firstly’ a numbering sequence was created as bellow.Then add a field to Inventory preferences and set its value to required numbering sequence ID // Acuminator disable once PX1016 ExtensionDoesNotDeclareIsActiveMethod extension should be constantly active public class INSetupExt : PXCacheExtension<PX.Objects.IN.INSetup> { #region UsrCustomField [PXDBString(15, IsUnicode = true, InputMask = "")] [PXUIField(DisplayName = "Material Request Note Num Sequence", Required = true)] [PXSelector(typeof(Numbering.numberingID), DescriptionField = typeof(Numbering.descr))] public virtual string UsrMaterialRequestRefNbr{ get; set; } public abstract class usrMaterialRequestRefNbr: PX.Data.BQL.BqlString.Field<usrMaterialRequestRefNbr> { } #endregion } Finally, modify the  RefNbr field in the DAC as bellow. public class MRMaterialRequest : IBqlTabl

Customers are being alerted by FedEx that the development for the FedEx Web Services (SOAP) integration has been discontinued in preparation for its retirement.  FedEx is suggesting to modernize the integration by using the FedEx API (REST) solution.  Does Acumatica have a schedule for the conversion of the FedEx plugin to use the FedEx Rest API services?

I’ve created a sales order with one line and a production order by Rest-API. I would like to link these orders by API. PUTing "SOLineNbr", "SOOrderNbr", "SOOrderType" into production order object doesn’t work. These fields stay null. The other way i get an error: "An error occurred during processing of the field AMProdOrdID: A numbering sequence for the order type is not configured.." Which is wrong.Any ideas?

We are attempting us better use Acuamtica CRM.  We have come across two issues when we send an email from Acumatica CRM to a customer. First, when the cutomer replies to these CRM emails, the replies are not being sent to the saleperson that sent the emails.  Instead, the reply email returns to the email address it was sent from (in our case “sales@alaskapulltabs.com).  So the salesperson never knows his customer replied to his email.  How to we address this issue? NOTE: we were told we should not set up “sending” emails for each salesperson, but instead use just a “sales” email. Second, the reply email is not being recorded in the customers profile “activities” tab.  How do we fix this issue? 

Hello Everyone,We are working with 23 R1 build version 23.106.0055.We have a scenario where we need to get the Invoice Status and Released flag status when we are releasing the invoice.On releasing the invoice, the status will change form Balanced to Open. But when we are trying to get the value in Base.Document.Current.Status, we are getting the status as Balanced.At the same time on Invoice Release action, the Released flag will also set to true but when we are trying to access this value we are getting this as false only.On creating invoice directly:On Save action, under Persist method, we observed that Released flag is false.On Invoice release, Persist method triggering 2 times first time Released flag is false and when it triggered second time Released flag is true.On Creating Invoice through Sales Order:On prepare invoice it triggered and release is false.On Release invoice it triggered once and release is false.We also verified with ARInvoice_RowPersisting and ARInvoice_RowPersi

Is there a way to export products and all known attributes into excel?

Is there a place where I can see all the release / publish dates for all the builds of 2023 R2 ?

Hello all,I just added some new Attributes for us to expand functionality of our stock items. When I go to the Stock Items > Attributes tab, I see our current/live attributes, but I see no way of adding (+) the new Attributes I just created.Do these need to be added/enabled via a customization?

Hi I created a payment plugin to integrate Cybersource, based on ICCProcessingPlugin,but not sure why after validating and publishing, when I go to add new Processing Center, I can’t find that plugin in the plugins list In the payment plugin list I should see the new plugin I created , but not showing, maybe I’m missing something? thanks.

Would anyone know why a GI would not allow the ability to use a Sum function on a specific line for the Total Aggregate? Every other line has the ability to select a dropdown and choose a function - this is the only line which does not.   

We currently have the company tree setup in Workgroups for Visibility of timecards and expense receipts. We would like to set up something similar so an Operations Manager can see all of the approvals his direct reports have in their list.  Do you have to set up something in the Approval Mapping?  Or can this be done an easier way? Thank you.