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How do I close future periods and only keep the current period open?

Hi Team,Not sure if anyone has come across this issue before. We have an Automation schedule that generates invoices. Few days back we had quite a lot of invoices to be generated. When we checked the status of the schedule, we could see many of them were processed successfully, but some of them failed. In the logs we could see the following error for the failed ones “The transaction associated with this command is not the connection's active transaction; see https://fl.vu/mysql-trans”. On further analysis we could see the Invoice did get generated, but Invoices never got linked to their respective Contracts. Ideally the schedule generates the Invoice and links it to the respective Contract , but in this case the Invoices with errors never got linked to the Contract.Functionality is defined within a transaction scope so not sure why first section of the function worked (generating invoices) , but not the 2nd section (linking the Invoice to a Contract) for some reason didn’t get through.

I’m setting up  Min/Max replenishment for stock items and have a question about the ‘Qty on Supply’ value in the calculation.  For this part specifically I have an open PO for 6 units, however it doesn’t look like it’s included in the ‘Qty on Supply’ value, and I cannot check the ‘Included’ box.  Does anyone know why open purchase orders for this stock item would not be included in the Qty on Supply calculation?  Also, why is this box grayed out?  I have basically all permissions available.  

We are 2 years in with this software.  I’m hoping someone can help me with this.  While running Run Appointment Billing, we have never checked the “Ignore Time Frame” box.  We noticed some items weren’t getting billed but appt is closed and SO is closed.  Evidently, we are to hit the Ignore Time Frame button to get them to show up.  Something about the cutoff date not being set.  Therefore a lot of closed service orders are not showing up to be billed.  Has anyone else noticed this issue?  All of the appointments that had no cut off dates were within the past two months. We do not see any setting on service order or appointment where cut off date is even showing.

How do I upload an import scenario? I have received an import scenario (.xml) file from another user, but do not know how to import it to our Acumatica instance.     

Hello Community,i have been wondering if we can mark the Document or Line-level Notes as required? if yes then how? Can we achieve it via low-code/No-code customization? Thanks in advance.

I am doing purchase order integration from my platform to acumatica so i need to pass my Product items from my platform to the purchase order creation in acumatica. For example i choose the 1st , 2nd and 3rd checkbox of select products , i choose a vendor now i hit the api so i am asking how will i send these products in my Purchase order create api and where will i see these Products name in my purchase order ?  these products that are in the product name by selecting a vendor so where will be these product will be added or from where i can see these products in my Purchase Order in acumatica.

 In the report designer, I need to print a Quote Order report including SOLine InventoryIDs and other details, along with Sales Order Estimate Tab’s InventoryIDs and other details, including taxType. How can I do this? When I try to print the SOLine InventoryIDs, duplicates occur.

Good morning, i’ve recently started playing with Acumatica, and I’m trying to figure out the (sales) taxes for Quebec.Normally, for the rest of Canada I assume, you’d use two fiscal agencies, one for the federal tax and one for the provincial tax. In Quebec, both are handled by the provincial government, so two taxes added at the same time, handled by one agency, which also handles the federal part (and HST) for the rest of the country for Quebec companies. How would I set that up? It can be done using two different agencies both named the same thing, almost, but that’s not the most efficient way to go.I’ve managed to put them under the same agency, but then the taxes amounts are combined in the report, and we have to report the numbers separately, so that doesn’t help either. I’ve only previewed the report however, so they might be separated in the final complete report, but I haven’t made it this far yet. Both taxes need to be in the same zone, and often the same category, but need t

Is there a good resource to understand how a business event with “Trigger by Record Change” which is triggered by “Record Inserted” is suppossed to work? OR NOT WORK? I understand Record Inserted as - something happened for the record to appear on the GI.When that happens the trigger condition is met and the subscribers should fire.What am I missing?

I’m implementing Requisitions and have set up approval maps. But they want to allow the creator of a requisition to add an approver on the fly. These additions don’t have a pre-defined criteria, so adding to approval map won’t work. It’s a case by case scenario. I see there’s a + button on the Approvals tab, but it’s always disabled. Does anyone know if Acumatica allows this to be enabled without customization? I’ve looked into it, but haven’t found anything.   

The below custom code is not working in SOOrderEntry graph extension when I upgraded my customization to 24R1 version, though the same code is working fine in SOInvoiceEntry graph extension in save versionI am trying to add action menu item. public override void Initialize(){    base.Initialize();    this.Base.action.AddMenuAction(recalculateCPPriceAction);            }Below is the error and screenshotBelow is my SOOrderEntry graph extension structure Can anyone help me out with this issue, I am confused about its working in anothe graph extension(SOInvoiceEntry) but not working in SOOrdrEntry graph extension in the same project. Thanks and RegardsSD

Hi, We just went live to Acumatica, and we accidentally deleted the cash transaction entry type that we had already got some transactions. Now in the list of cash transactions, under the column “Entry Type”, there are “yellow warnings” for these transactions, saying “the record has been deleted”, probably the record on the “entry type” being deleted. We checked the GL side, seems like everything looks good. Can someone please advise whether there will have any significant impact? Thank you.

Can I archive Quotes in the SO module?If yes how can I do that?Current situation, I want to archive quotes from two years ago, Possible the SO to but for now just the Quotes.

Someone told me they heard in newer versions of Acumatica that you could convert a Project to a Fixed Asset.  I can’t locate any documentation that states that.  Can anyone tell me if that’s an option or maybe on roadmap for future roll outs? thanks

Hi, When entering a direct sale through invoice I need to take the sales account from the posting class or from the warehouse (other than a stock item)I've tried changing ‘use sales account from the field’ of posting class but it has not worked for me. Is there any possible way to get this done?Regards Amanda 

Anyone familiar with this?The correlation name 'InnerQuery_INSite' is specified multiple times in a FROM clause. 

HiFor an example if we purchase the same product (say a book with price tagged) in two different times with two selling prices.Product 1 | Purchased 5 books on January 01 | Tagged Selling Pirce 100Product 1 | Purchased 10 books on April 01 | Tagged Selling Pirce 120When entering a Sales Order how can we the select price of the book (either 100 or 120)?If we are using FIFO to issue the goods, is there a way to allocate the stock automatically when selling 8 books in the above example.Selling 8 books , 5 @100 and 3 @120 

Hi, I'm trying to import stock items and I'm getting an error Error: 'Item Class' cannot be emptyeven though its not empty.

Good day,One user has contact me that he can log on to the website but not on the mobile app.  I changed the password but he still getting the “server unavailable”  Is this a security issue?  He has been able to login the past.  I am able to login to the APP. Any ideas on how to fix the issue.Thank you. 

Hi, I’m trying to override a method in a graph extension, then override it again in a second extension. I’ve simplified the code to provide an example.public class SOShipmentEntryWrite : PXGraphExtension<PX.Objects.SO.SOShipmentEntry>{ [PXOverride] public void ConfirmShipment(SOOrderEntry docgraph, SOShipment shipment) { Base.ConfirmShipment(docgraph, shipment); //Write some info }}public class SOShipmentEntryRead : PXGraphExtension<PX.Objects.SO.SOShipmentEntryWrite, PX.Objects.SO.SOShipmentEntry>{ [PXOverride] public void ConfirmShipment(SOOrderEntry docgraph, SOShipment shipment) { Base1.ConfirmShipment(docgraph, shipment); //Read the info }}There are 2 classes SOShipmentEntryWrite and SOShipmentEntryRead. SOShipmentEntryRead is an extension of SOShipmentEntryWrite.My hope was that ConfirmShipment in SOShipmentEntryRead would override ConfirmShipment in SOShipmentEntryWrite.Then I could use Base1.ConfirmShipment in SOShipmentEntryRead to call ConfirmShipm

From where can i add the SubItem id ? Can anyone help in that because i am getting an error while creating an Purchase Order that SubItem Id cannot be empty . So from where do i need to add this subitem id or is it there defined in the vendors tab or some other tab ? 

Use-case: Plot using a line or bar chart widget on a dashboard the monthly cumulative total amounts for won opportunities (Acumatica CRM), e.g Jan through Dec, 2023.  Anyone have an example GI configuration illustrating how to do this?

 I call WebDialogResult multiple times in a loop.However, this window is displayed only once:(My code:foreach (DateTime dateTime in dateTimeList)               {                    WebDialogResult result = PaymentCalendar.Ask(ActionsMessages.Warning, PXMessages.LocalizeFormatNoPrefix(textMessage), MessageButtons.YesNo, MessageIcon.Warning, true);                    if (result != WebDialogResult.Yes) continue;                }            } Help me please

I am trying to print pick list without seeing the preview screen.  The warehouse will be printing multiple pick tickets at a time and do not need or want to see the preview.I have the pick ticket printer setup with Device Hub.  I have set it as the default printer.  When I use Process Shipments to print the pick list the print goes directly to the printer but it also shows the print preview screen.  Is there a setting or a parm I have to pass to bypass the preview screen? Print Preview: Running V2022R1