Solved

When a customer sends an email for the support portal and when some one(including sender) reply to that email, it creates a new support case rather than looping with the first case.Email account settings are as attached.Has anyone got this issue any found a solution.

Hello all,I have been trying to fix the change ID error for the stock items. So I have 2 items with the same inventory IDs but under different classes.eg :3032 - item description A - item class A3032 - Item description B - item class BI created a PO with 3032 - item description A. And then i changed the Item ID for “3032 - item description B” to “B3032 - item description B”.But these changes got reflected in my PO too as:B3032 - Item Description A.How can I resolve this?I even tried to interchange the values as “A3032 - Item description A” & “3032 - item description B” but then my PO got changed to 3032 - item description A whereas the PO should get changed to “A3032 - item description A”. Thanks, 

If ACU processes an inbound email it can associate it with a contact. However, the activity is not visible in the opportunity activity for that contact. From the opportunity you can see the Lead’s activities, but not the contacts.How would you associate inbound emails with an opportunity?Or how would you include/merge the primary contacts activities in the opportunity’s activity list?

I find it cumbersome to have to open each project and update the % complete on each task, then move to the next project, so I want to make sure that I am not missing something obvious.  Questions:Is there a way for the system to automatically calculate and update % complete based on actual costs/budgeted costs?   Most project accounting systems seem to have that feature out of the box. Is there a way to update % complete for multiple projects/tasks at a time?  Perhaps via some sort of importing function?Thanks in advance!

Is it possible to add multiple tasks to a revenue line on a project? For example one revenue line consists of a quantity of 5 and there are 5 tasks that need to be completed to fulfill it. As they are completed project billing would be run to capture the payment and update the revenue budget  We are new to Acumatica and trying to trying to take advantage of the project functionality any guidance or suggestions would be greatly appreciated. 

I have a customer that has multiple tenants, and I wrote a SQL view to view all of the users across all of those tenants for administrative purposes.I would like to add a Navigation to pull up the full screen User (SM201010), as a Side Panel link.  However, two things are stopping me. I can setup a relation to pull these data and display it by linking in the PX.SM.Users to a Key in the SQL View. However, I can only pull the users data from the “active browser tenant”. In the SQL view I do store the CompanyID for all the users over all of the tenants, but I do not know of any way to pass that value to the Navigation link so that I can pull any user information from across all of the tenants, unless I have changed the browser into that tenant as a session.Is there any way to pass the CompanyID over to that navigation link?(and I can accept the answer of “NO”. LOL)

Hopefully I am missing something obvious - Is there a report or GI that can show unbilled project lines for all projects and their expected billing amount when project billing is run?   I supposed I can build a new GI or modify existing Project Transaction Details GI to allow filtering on the Billable and billed fields, but don’t see a way to show the expected billing amount based on billing rule and rate table on each task.Also I need to see available Progress Billing lines too, which are available in Project Transaction DetailsThanks in advance.

Like the title says, I am trying to create a GI that shows all late shipments, whos orders didnt contain any shipments prior. This may be too much to ask for. I am new to GI’s and am trying to figure this all out. Any direction towards if statements within GI’s would be helpful and any help on this particular question would also be appreciated. Thank you! Attached is the GI I have been working with.

After running allocation, the user finds out that they didn’t update/enter certain rates in the rate table.  Once they fix that, is there is a way to correct previously calculated allocation results?  Or does that have to be done manually?This question would apply to changes made to Allocation methods after the run as well. Thanks.

Currently we are storing the JSON Object Body in a column which is [UsrJsonBody] [nvarchar](MAX) of a custom table. But sometime the whole JSON is not properly storing. That means for quite big JSONs the later part is getting missed. Can I know is there any issue with this approach. Please check the below code snippets. Thank you.//Custom table creationCREATE TABLE [dbo].[XXPOCreateHist]( [ID] [int] IDENTITY(1,1), [CompanyID] [int] NOT NULL, [IntegrateDate] [datetime], [PONumber] [nvarchar](50), [IntegrateStatus] [nvarchar](2), [ErrorDesc] [nvarchar](256) , [IntegrationType] [nvarchar](50), [UsrJsonBody] [nvarchar](MAX) ,....//JSON Storing approach in the Graph filevar options = new JsonSerializerOptions { WriteIndented = true }; var json=JsonSerializer.Serialize(obj,options); PXTrace.WriteInformation(json);....XXPOCreateHist toBeInserted = new XXPOCreateHist(); toBeInserted.PONumber=order.OrderNbr; toBeInserted.IntegrateDate=DateTime.Now;

Hi, I have been doing a lot of tests and I realized that when I map the Branch field at Order Level, the value is not changed but when I do it at the detail level, it does:**the 2 lines within the mapping are just an example, I ran the tests with one of them only. Does anybody found the same issue and a solution?  Thanks!  

Can attributes be deleted? Can they be modified? I have made some errors in setting up attributes and wish to modify or delete the incorrect Attributes. 

Currently the Payroll Direct Deposit amounts are posted to the Cash account in detail instead of batch total.  I do not see a setting to update this nor can I find a document addressing this behavior.  I am sure I must be missing something… Thank you 

My client needs the ability to have multiple shipment open on a sales order simultaneously. The create shipments to tell the warehouse to prepare configuration of the shipping items, prepares a pro-forma invoice, and creates a shipment to send to US Customs.What have others done for their clients to achieve this or this type of need, workflow customizations?

I’m able to filter on any string mapped field but when I filter on a DateTimeValue mapped field, I get this error:"exceptionMessage": "A binary operator with incompatible types was detected. Found operand types 'Edm.DateTimeOffset' and 'Edm.String' for operator kind 'Equal'." Question: is there a specific way to filter on a datetime field? Here’s the URL I’m using in Postman:https://sandbox.com/entity/INStockItem/22.200.001/POReceiptPackages?$filter=POReceiptLine_lastModifiedDateTime eq '2022-08-30T18:39:55.813+00:00'

Hi Good Friday! I am trying to pull the UNIT of measure conversion details into GI. I am able to generate the GI as needed however I identified every stock item showing false even SKU does not have unit of conversion.For example Below SKU has no Unit of conversion  Another SKU has conversionsit shows two time in GI  During my Observation every SKU has one record saving in DB, How can get the exact records with out showing dummy information

Hello, in production:If I have a work step (0020), the next work step (0030) has a completed quantity, but it is not yet completely finished.And then I want to change the description or the setup time in work step 0020, for example. An error occurs. (Shown in the image)If I have changed an entry and then click on another field or save, the following error message appears and the system deletes the operation ID.#but if the following work step does not contain a completed quantity, I can change everything.Is that normal or is it a bug? initial SituationError Message 

Is it possible to delete irrelevant UoM conversions at the stock item level? Some of our stock items have a huge list of possible UoMs that are not relevant to that particular stock item.Thanks! 

I’m trying to Receipt a Purchase Order but Acumatica can’t find it - I suspect it’s because a colleague has created this particular PO with a type of Standard, when we always use Normal? 1) Does that sound correct? 2) How can I fix this whilst maintaining the original PO ID?

What predefined User role gives access to the Storage Details By Item Warehouse Location screen in the Data Views workspace? Is there an easy way to find this information out (e.g. what role gives what permissions) without having to guess ‘what role does what’ each time?

Hello all,I have the below Po order details & the result in PO Order report:The Inventory IDs are same for all, but have modifications made in the Line description column PO Order report PO641000When we compare the above screenshots we see that the Line description are not on the same line number as in the PO screen (PO301000). So I am looking to print the descriptions & details in the same way as they are entered in Line level in PO Order.How can I achieve this?I tried the below in report designer, but still no changes, Thanks. 

I am trying to switch to using the Odatav4 endpoint instead of the REST API for fetching order data. One thing that I noticed that it seems to be missing is the ID of the Purchase order. I am using the following request: http://localhost:40294/AcumaticaERP/ODatav4/MYSTORE/PX_Objects_PO_POOrder?$expand=POLineCollection($expand = InventoryItemByInventoryID($select = InventoryCD,Descr,ItemStatus,BaseUnit))&$filter=OrderNbr eq '000024'This works well but it does not seem to contain the ID of the order which I know to be dee069aa-a63a-ef11-9050-e848b8c82000 from using the REST API:  http://localhost:40294/AcumaticaERP/entity/Default/23.200.001/PurchaseOrder?$expand=Details&$filter=OrderNbr eq '000024'Is this not possible or am I missing something. 

 Hello all,I am getting the below error when I upgrading any of my libraries from 2023R2 to 2024R1 (24.104.0008). I have tried reinstalling the 24R1 but still have the same error. Any help is appreciated.Could not load file or assembly 'System.Security.AccessControl' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)Stack Trace: [FileLoadException: Could not load file or assembly 'System.Security.AccessControl' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)][FileLoadException: Could not load file or assembly 'System.Security.AccessControl, Version=6.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)] System.Reflection.RuntimeAssembly._nLoad(

For these specific DACs:ARInvoice, ARPayment, ARCashSale, PMProject, PMQuote and PMTranI need to figure out how to hard-code around the existing lookup on the CustomerId or BaccountId (whether attribute based or uses PXSelector) to exclude or restrict selection of customers that are parent customers. eg.  exists (Select ParentBaccountId from Baccount where ParentBaccountId = this.BaccountId)I’m not sure how best to accomplish this.  My first thought is add a computed field (non-persistent) to Customer or BAccount called IsParent that runs the above query to return a boolean.  Then use that in PXRestrictor wherever we need to prevent the selection of these customers. Unfortunately, it doesn’t look like I can make it generic by creating my own attribute as it appears there are different attributes and methods on these foreign keys already being used.Any ideas?

Hello! I have configured branches in my system and each branch has its own warehouse. My main branch transfer items to other branches but adding a charge. For an example, inventory cost of my main branch is 100 and when transferring we charge 30 and consider it as my income. For the destination branch item cost should be 130. No purchase order or sales order is created. Is there anyway I can set up this?Amanda