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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  

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