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Some of our items are defaulted to ‘Mark for Production’ and ‘Made to Order’.  When I manually create a sales order and add an item to it, the check box for “Mark for Production” is checked.  But when I create the order via the API, it does not mark the line item for production by default.  How can I set this correctly for each line item when creating a sales order with the API?

Hi team, I want a customization where, when a user creates a claim, the attachment in the Details tab becomes mandatory. I tried many events like persist, persisted, rowSelected, but I’m getting an error. I’m unable to attach an attachment because the error still appears. Is there any solution? using PX.Data;using PX.Objects.EP;using System.Linq;namespace PX.Objects.EP{    public class ExpenseClaimEntry_Extension : PXGraphExtension<ExpenseClaimEntry>    {        #region Event Handlers        /// <summary>        /// Validates that expense claim detail has an attachment when InventoryID is blank        /// </summary>        protected virtual void _(Events.RowPersisting<EPExpenseClaimDetails> e)        {            EPExpenseClaimDetails detail = e.Row;            if (detail is null) return;            var claimGraph = (ExpenseClaimEntry)e.Cache.Graph;            // Check if InventoryID is blank/null            if (detail.InventoryID == null)            {         

#region UsrContactID        public abstract class usrContactID : BqlInt.Field<usrContactID> { }        [PXDBInt()]        [PXSelector(typeof(Search<Contact.contactID,            Where<Contact.bAccountID, Equal<Current<FSEquipment.ownerID>>,                And<Contact.isActive, Equal<True>,                And<Contact.contactType, Equal<ContactTypesAttribute.person>,                And<Match<Current<AccessInfo.userName>>>>>>>),            new Type[]            {                typeof(Contact.displayName), typeof(Contact.salutation), typeof(Contact.eMail), typeof(Contact.phone1)            },            SubstituteKey = typeof(Contact.displayName)        )]        [PXFormula(typeof(Default<FSEquipment.ownerType>))]        [PXUIEnabled(typeof(Where<FSEquipment.ownerID, IsNotNull>))]        [PXUIVisible(typeof(Where<FSEquipment.ownerType, Equal<ListField_OwnerType_Equipment.Customer>>))]        [P

We want Inventory Transfers of a large quantity, say 30+ items, to go through a approval process. Is this possible to do, and if so, how? I don’t see Transfers in the list of approval mappping.

Hey all! I cannot figure out why I cannot get a specific cash account to appear when creating a refund.  As you can see PAYPAL and WEBSITE are  accessible cash accounts for the “UNSETTLED” payment method. But “CCINCOME” is not, which is the desired cash account. Here are the settings for the desired cash account:  Here are the settings for the cash accounts that are available: Does anyone have any insight as to why it’s not an option to select?

I could very well be missing a basic setting. My company utilizes the following workflow:Customer requests a new workstation We go to our vendors and find the best cost We decide internally what we want the markup to be and estimate our services price We send a quote to the customer with our internally agreed upon price. After the customer signs, we convert to a sales order and select “Mark For PO” We then follow the PO process as is. When we create a quote, we want to be able to set the cost and price manually and review our margin details on the Totals tab. For larger purchases, we typically require pre-payment and we definitely don’t stock those kinds of items. Almost all items are purchased to fulfill customer requests. Because of this, we can’t adjust the cost for Lot/Serial tracked items with Specific valuation via inventory adjustments because we don’t have the item yet and wouldn’t be ordering until the customer agrees to the quote.  We are still in the process of implementing

Here is the scenarioAllow Preassigning Lot/Serial Numbers flag is flagged in Production Order type screenLot/Serial Class created with assignment method “When Received”Serial number is pre-assigned to the Parent FG : Example SER0001. when the production order was created.FG has 3 sub assemblies..  Assembly 1Assembly 2Assembly 3 When the assembly is produced - the same serial number generated for the parent unit (SER0001) should be reused/assigned for each assembly Item when it it moved. Has anyone come across this scenario? Any thoughts or insights? 

We are struggling with scheduling and routing sales orders that are shipped on our own delivery trucks.  For most of our sales orders the customer does not define a delivery date, we group deliveries based on location and the weight the truck can carry.  My goal is to delivery all orders within 10 business days of order entry.  However I get to choose when the order gets delivered.  My initial thought was to leave the Requested On date empty as a visual queue that the order needed to be manually scheduled by distribution, but I can’t record a SO without entering that date.  We wrote an automation that defaults that date to 2 weeks out, but that’s still not giving my distribution department a quick way of seeing what orders are new and need to be scheduled.  I need a solution that will allow me to visualize new SO’s that need to be correctly scheduled and visualization of the scheduled and unscheduled delivery locations so that if I already have a truck going somewhere, I can add more s

I created a generic inquiry and replaced a screen but setting the “Enable new record creation” to true in the menu, I still don’t get the + button 

 Import by Scenario Hi. I need your help regarding importing the withholding tax. It says “The system failed to commit the TaxRevisions row.” I have unchecked the commit box for the taxes ID and still no result. What should be the solution for this one? Import Scenario 

FSServiceOrder fsServiceOrderRow = new FSServiceOrder();                    fsServiceOrderRow.SrvOrdType = group.Key.ServiceOrderType;                    fsServiceOrderRow = serviceOrderEntry.ServiceOrderRecords.Current = serviceOrderEntry.ServiceOrderRecords.Insert(fsServiceOrderRow);                    fsServiceOrderRow.BranchID = group.Key.UsrServiceBranchID;                    fsServiceOrderRow.BranchLocationID = group.Key.UsrBranchLocationID;                    fsServiceOrderRow.CustomerID = group.Key.OwnerID;                    fsServiceOrderRow.ProjectID = group.Key.UsrServiceProjectID ?? ProjectDefaultAttribute.NonProject();                    fsServiceOrderRow.LocationID = group.Key.CustomerLocationID;                    fsServiceOrderRow.DocDesc = group.Key.DescrEqType;                    fsServiceOrderRow.ContactID = group.Key.UsrContactID;                    serviceOrderEntry.ServiceOrderRecords.Update(fsServiceOrderRow);                    foreach (FSEquipmentRowProcess it

 Hello Experts, i am getting stuck in one of the GI where branch Parameter is not getting null if i am opening GI by default branch is getting selected, i need to have branch parameter null so that user can select its branch and filter out the result. And if in default value keeping as null its showing me error message. Please have a look on the parameter and the condition applied. GI looks like this branch by default is coming 

Hi, i want to import the AR Invoice and Memo using Import Scenario, but when i try import there is an error “The Save Button is disabled”  i already looked up my mapping but i still don’t get it. Please take  a look of my mapping bellow and XML:Please help me to solve about this, i really appreciate, thank you 😊  

Hi, i want to import an AP Bill in Acumatica use Import Scenario but when i try to import there is an error “The Save Button is disabled” i already looked up my mapping but i still don’t get it. Please take  a look of my mapping bellow:I really appreciate for your help, thank you😊   

Hello, On a Sales order screen, we recently experienced this error message:   The trace log doesn’t seem to show which column is causing the error. I’ve looked into the fields of the generic inquiry and not sure what to do next. This GI was working fine last week. Any help is much appreciated! I’ve attached the XML of the generic inquiry here, as well. 

Hey Community, Does anyone know how to hide the “customization” button on the top right of the GI entry screen (even if only from certain user roles)? 

When a case with "Business Account" selected, but new contact needed, using "Save&Close" button on pop-up new contact screen closes the pop-up screen but "Contact" field on case screen is not filled with newly created contact record. This is different behavior compare with same step took but no "Business Account" selected on the case.  

Hello!I am reaching out to seek your expertise on addressing a customer requirement. The customer operates within the Acumatica SaaS environment and creates kits directly from the (Kit Assembly - IN307000) screen. These kits are controlled by lot number, and the process involves using the Acumatica app to handle the entire pick, pack, and ship workflow.A key requirement is to generate labels for the kits at the time of their creation. For instance, if 20 kits are created, the system needs to generate 20 corresponding labels, one for each kit.  I am encountering a challenge with generating labels for a kit product because the quantity and product information are located in the document header. Specifically, I need to generate detailed labels for each kit (e.g., 20 labels for a quantity of 20 kits) based on this information.Could you advise on the best approach to achieve this in Acumatica Report Designer? Are there specific techniques or configurations that would allow me to replicate t

Hi everyone,I want to customize a particular screen in Acumatica but only for one specific user  not for all users and not by role.I’m trying to do things like hide certain fields/tabs or rearrange the layout, but only for this single user’s account. I know about standard Customization Projects, but those apply system-wide or by role, not per individual user.Is there a proper way to do it? Thanks 

HiI wonder if you might be able to help me.I have a set of email accounts setup in Acumatica. Each with its own purpose. One manages invoice PDFs going into the Accounts Payable area, one is for Invoices when they are sent to customers. One is for when customer service want to correspond with a customer but have it recorded directly in Acumatica.However, I notice that a user can select any one of these email accounts when they try to generate an email in Acumatica to send to the client. (see screenshot) Is there a way to restrict which email addresses a user can select in this Email Activity screen? perhaps through workgroups or something like that? EG if the accounts team are emailing a customer I want them to select and use the accounts payable queries account but when a customer service agent is contacting a customer, I do not want them to use an accounts email - I want them to only be able to select the account that is relevant to them and their team.Thanks in advance for your help

Hi Team, We need to add one line item to the appointment. After adding the item, it can be included in the appointment; however, when we click on save, an error occurs that states, "The following error occurred when specifying a value in Warehouse.I have replicated it in the sandbox, and it is able to add line items with the same status as the appointment without any errors occurring. Note: It is causing an issue in the live environment, but it works in the Sandbox tenant at the same time(Instance & build).Please advise.

Hi all,I need your help if posible with two calculate fields (UsrBajioRefNbr, UsrBBVARefNbr). I created these 2 fields in a Customer DAC extension (CustomerEGSAExtension) because I need to calculate its values based on Customer.AcctCD field passed to some helper static method included in BankDigits class, which contain a simple algorithm to obtain the necesary result values. However, I still don´t have the expected values...Firstly, I tried this using PXFormula, but I couldn’t. This way didn’t work for me in this scenario.Then, I implement RowSelecting in CustomerMaint graph extension (CustomerMaint_GCBankRefExtension) to calculate or fill those DAC field values (not bound to specific database columns):#region Row Event Handlersprotected virtual void _(Events.RowSelecting<Customer> e){ using (new PXConnectionScope()) { Customer custm = e.Row; if (custm != null && !String.IsNullOrEmpty(custm.AcctCD)) { string bajioRefValue = BankDigits

Hi all,I am looking to create a report where I want to see all lines related to each bill.Such as if a bill has 5 line rows, I want this data so is there a way to get this? Thank youAmar

Hi all,I am trying to override the ShipmentScheduleSelect data view declared in SOShipmentEntry. This data view has two optional parameters and five required parameters, so in my graph extension I define a data view delegate with 7 parameters of exactly the same types as the data view. As far as I understand, this is all that’s necessary. It shouldn’t be necessary to redefine the data view itself because I am not referring to the data view in the delegate.But I can’t get my delegate invoked. Please see below code snippets of the original data view and my delegate. What am I doing wrong?Thanks,Ben. public PXSelectJoin<SOShipmentPlan, InnerJoin<SOLineSplit, On<SOLineSplit.planID, Equal<SOShipmentPlan.planID>>, InnerJoin<SOLine, On<SOLine.orderType, Equal<SOLineSplit.orderType>, And<SOLine.orderNbr, Equal<SOLineSplit.orderNbr>, And<SOLine.lineNbr, Equal<SOLineSplit.lineNbr>>>>, InnerJoin<InventoryItem, On<Inven

Hello, I am new to acumatica, I am preparing for year end inventory, I cannot seem to prepare an inventory that shows all Active inventory Items. I have found that if I do a full physical inventory it actually is not. it leaves out items with 0 on hand.  Please anyone.