Solved

I have a very strange issue that feels like a bug. I am iterating through a list of SOOrders and then using the following line to set the current order as the Document.Current:foreach (SOOrder order in orders){ orderGraph.Document.Current = orderGraph.Document.Search<SOOrder.orderType, SOOrder.orderNbr>(order.OrderType, order.OrderNbr); // ...}However, when performing this search for any order type that is not the Default Sales Order Type on SO Preferences, the value returned by the search is null.This gets deeper. I tested the following code with a simple action on SOOrderEntry:public PXAction<SOOrder> ActionName;[PXButton(CommitChanges = true)][PXUIField(DisplayName = "ActionName")]public virtual void actionName(){ SOOrder order = Base.Document.Search<SOOrder.orderType, SOOrder.orderNbr>(Base.Document.Current.OrderType, Base.Document.Current.OrderNbr); throw new PXException($"{order.OrderType} {order.OrderNbr}");}Notice I’m performing the search in the Base graph. T

I have a create production order screen , where in I need to customize and add two new column on create process.I want to extend the below code, which is on the CreateProductionOrdersProcess acumatica code, but I am not able to achieve that. public static void CreateProcess(List<AMFixedDemand> list, ProductionOrdersCreateFilter filter) { var prodMaintGraph = CreateInstance<ProdMaint>(); var createProdOrdersGraph = CreateInstance<CreateProductionOrdersProcess>(); Numbering prodNumbering = PXSelectJoin<Numbering, LeftJoin<AMOrderType, On<AMOrderType.prodNumberingID, Equal<Numbering.numberingID>>>, Where<AMOrderType.orderType, Equal<Required<AMOrderType.orderType>>> >.Select(prodMaintGraph, filter.CreationOrderType); if (prodNumbering == null) { throw new PXException(Messages.GetLocal(Messages.Numberin

How do I close out a prepayment of rent. Tenant paid the 8.1.23 rent on 7.31.23 and I posted to the prepayment. Now,I want to close the invoice with payment application.

After the upgrade to 2023 R1 the full AR Customer table is no longer available in the report designer of the customer Customer Statement. In its place is the AR-LightCustomer. On our customer statement,   the credit terms are shown for the customer, but now these are unavailable on the ‘light’ table. The AR Customer table is not even visible when loading the schema in the report designer.Is there a way to get the customer credti terms on the customer statement?

I’m working on a customization to disable editing of Business Accounts under certain conditions.I have it working for most portions of the screen with the following code, but I cannot figure out how to access the DefLocationAddress view from my extenstion.Looking at the Acumatica source, it looks like that portion is implemented in an extension.Any idea how I can access that view from my extenstion to disable it? PXUIFieldAttribute.SetEnabled(e.Cache,row,false);PXUIFieldAttribute.SetEnabled(Base.Caches<Address>() , Base.AddressDummy.Current, false);PXUIFieldAttribute.SetEnabled(Base.Caches<Contact>(), Base.ContactDummy.Current, false);PXUIFieldAttribute.SetEnabled(Base.Caches<CSAnswers>(), Base.Answers.Current, false);PXUIFieldAttribute.SetEnabled(Base.Caches<CR.Standalone.Location>(), Base.BaseLocations.Current, false);ThanksScott 

Does anyone know how to add or modify the tree view on the in reports that are made with report designer? Several reports in 2023 R1 all reports have this function, but I can’t tell where they are coming from in report designer.Thanks

I’m looking to create a GI with a item list and and a sum of how many days this item was at 0 qty in the warehouse in the past 365 days.  Where do I start? I thought maybe using the INItemSiteHistDay table would be the way to go but I’m just not sure where to go from there.

We have a customer that has requested that the Related Items screen automatically open in the Sales Order screen if a user enters an inventory id that has related items to choose from.  Our developer has looked into this.  He was able to get the related items screen to automatically open but the changes that the dialog is supposed to apply are lost somehow because we are doing this in the middle of the row update.Has anyone been able to achieve this or have any advice?

Hello,I’m working on a customization where I have to attach subcontract files to Email subcontract action. So end user will get subcontract attachments in the email along with the default report.At present, acumatica allows only to send report assigned to subcontract in preference will send through email subcontract action. Along with report, I need to attach that particular record file with it.The action code contains SENDNotificaiton method with the attachment parameter.But with below code i’m able to send NOTEID of the file to the sendnotificaiton method but I’m unable to see my file in “ALL Email” screen.Base.Activity.SendNotification(APNotificationSource.Vendor, notificationCD, order.BranchID, parameters, _attachments);I’m sending NoteID value of the record to this method from my extended graph but the files are not attaching to the email.  I have tried below code:using System;using System.Collections;using System.Collections.Generic;using System.Linq;using PX.Data;using PX.Object

In the Vendor Payment Setup, Acumatica needs to create an option to indicate savings or checking account for the vendor.  This option is available for payroll but not AP Vendors.  We shouldn’t need to prepare a work around to create a separate payment file for vendors with savings accounts and a separate file for vendors with checking accounts.  We should have the ability to transmit both types within one file similar to payroll.  Please look into this feature soon!

When I try to release a sales order the following error populate;- And on the document line on the detail tab the system claims that the minimum gross profit required for the unit price is not satisfied What might be the course of this?

Hello Acu community!I’m working on this report and I’m wondering if there is the possibility to show the image in the report that is attached the Clip icon.Thank you for your help! 

Hello,I have just discovered that somewhere along the way I have removed access to the testing tenant for our company. We had been doing some work on security roles so I am assuming that the two are related. However, I am unsure how I can “re-enable” access to the testing tenant for myself (as admin). Any help would be great. Thank you,Brandon

Hello,       I am not an excel expert, so I do not know whether the issue I met is related to the below idea:         The issue I met is as below:1, I formatted a data field in report designer, using “0.00” 2,  It is looked nice in screen and when exporting to PDFHowever, the data is only displayed in integer format, while it is indeed having 2 decimals value. on the contrary, the data filed without formatting is looked bad on screen, but it is OK when exporting to excel 

I am trying to do a test upgrade from 2021 R2 to 2023 R1 on a local VM to test some customizations and I get this error:  I am using SQL Server Standard 2016 with the latest CU.Is there any way around this, or do we need to use an Enterprise Version of SQL locally now as well?I should add that when I click Ignore to all the error messages it does seem to finish, but I am not sure of the state of the data.  Does it just mean that I cannot use the new archive feature on my local test VM but everything else will work?

I am looking to set the Price Class field to be required on the location screen when a customer is being created.So my attributes are set as below.This works fine on the customer screen but when I try to add a vendor or employee I hit a stop as the price class is not populated, price class isnt required on either so is there anyway just to enforce this requirement on the customer screen? [PXDBString(10, IsUnicode = true)][PXSelector(typeof(AR.ARPriceClass.priceClassID))][PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)][PXUIField(DisplayName = "Price Class", Visibility = PXUIVisibility.Visible, Required = true)] 

I am entering our credit card transaction and it won’t allow me to post a credit transaction.  

In project, how to add employees in individual tasks… I want separate employees to assign a different task. Is it possible to add each line item with each employees? 

Currently you cannot enter a negative expense receipt for a corporate credit card. Upvote here: However we have many customers who are dealing with this on a regular basis, what is your prefered or suggested workaround while Acumatica considers the idea of adding this into the product?  Thank you!

In 2023R1I have a custom field UsrOriginalPromise to the Purchase Orders Details.  I am enabling all three fields shown below for closed orders.Requested Date is the Requested field with a modified label.  Current Promise is Promised with a modified label.  Those are built in fields that I am able to get enabled for editing.I added all three fields to the Closed Workflow.  I also added the following code to finish the job of enabling the cache and enabling the fields: THIS IS IN THE PROJECT EDITOR, NOT VS.If I remove the comments from the lines below, the two built in fields get enabled, but the custom field does not, AND there are errors on the PO3010PL entry point screen and in the Project editor. public class POOrderEntry_Extension : PXGraphExtension<PX.Objects.PO.POOrderEntry> { #region Event Handlers protected void POLine_RowSelected(PXCache cache, PXRowSelectedEventArgs e, PXRowSelected InvokeBaseHandler) { if(InvokeBaseHandler != null) InvokeBaseHandler(cac

Note* We are using avatax

Hi, I am trying to replicate the filters shown below in the report designer, but I am having some difficulty doing this. It seems that the report designer doesn’t like me using the full name of the status (e.g. Open, On Hold) but rather it prefers the single letter representation of the status. So far I have found that letters like ‘O’ and ‘H’ work as the filter value from looking at other existing reports, but I am not sure where to find the full list of letters related to these statuses. Is there a screen in the system or a table that I need to look at which will provide me with all the available statuses and their associated letter representations? Kind regards,Andrew  

Hey everyone,  We have a client adding stock at zero cost into the system using a receipt and then adjust the total cost per line item afterwards with an adjustment. I used to work on the customer side and that’s how we used to add stock not already in the ERP where we needed to add a cost separately. Basically, like an inventory adjustment for goods that have already been paid for. I’m not sure if that’s correct after looking at the GL transactions. Any insight?We are in the implementation phase and I don’t want this to go awry. I think I know the answer but I just wanted some professional insight. 

I am attempting to get the Tax Rate from a SalesInvoice.I have created a custom field - in SalesInvoice->TaxDetails I added TaxRate with the Mapped Object Taxes and the mapped field Tax Rate.I am calling this field, and others with a GET request to the following:/entity/[My Custom Endpoint]/22.200.001/SalesInvoice?%24filter=CustomerOrder%20eq%20'nnnnnnnnnnn'&%24expand=Details,TaxDetails&%24select=CustomerID,CustomerOrder,ReferenceNbr,Description,Amount,Status,Details%2FOrderNbr,TaxDetails%2FTaxRateWithout my custom field in the URI the result is as expected.With my custom field I get: "Optimization cannot be performed.The following fields cause the error:\r\nTaxDetails.TaxID: View Taxes has BQL delegate\r\n",How can I get the data from my custom field? Or, do I need to set the custom field up differently?