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 This user access to support has been granted, but when I login as this user I still can’t create activity to reply the customer case. 

Is there a way to reset the cash account beginning balance when there are existing transactions already in the system for that cash account?If so, could it be reset without posting to the GL?Thank you

While trying to clean-up books, cannot get journal transactions booked to cash account with different subaccounts than defined on cash account. Read that cash account is one-to-one relationship with subaccount, so saw that solution may be to create new cash accounts with the not defined subaccount to clean-up, but concerned that cash account configuration has not changed yet we have transactions that are said to be impossible and are now erroring after upgrade to 2021R2. How could this have happened?

I am looking for a report that can show all union deductions and hours for all union employees for a specific time period(normally by month) to generate for employee dues payments.Wondering if anyone has created such report.  I have three different unions that I need to report employee hrs and deductions/contributions per month.  Is this something I can create with a GI?would want totals by employee and by deduction/contribution. 

I want to set up a notification that for a group of users that MRP successfully completed. What is the best way? by best I  mean easiest.

Hi everyone. It seems we get a decent amount of orders where the ship-to addresses are incomplete. That causes to notify CS. Then CS digs around by either finding a previous order or reaching out to the customer.Then we'll be sure to edit the customer account in acu/bigc. Just slows the process down in general.It's been discovered these only have a street number.We think it has to do with the customer using an autofill feature (browsers unknown), but not selecting the full address choice. Maybe just hitting Enter and moving on quickly. Just a theory.Any thoughts?Thank you.

When doing a labor transaction in the “Employee ID” field can I create or have a labor group instead of recording time for individual employees ? I

The Email Notification Template for Sales Orders that is being pulled is not the one we have setup in our system. It was working fine around 2 months ago and no known changes were made. I have verified that the Report Settings under Sales Order Preferences is set to the correct notification template and is “Active”. None of the notification templates that we have setup regarding Sales Orders use the wording that is pulling up now. It is not a customer specific issue - it is happening across the board. Any other ideas of where I can look to get this fixed? 

Hello Community,I set up 2 FACTOR authentication to an Acumatica instance. The goal is to have an access code delivered by email. I found two troubles in using this feature: Although my intention is to use on email , the instance always sends a two factor authentication message for using push request method and the user has to click on “Use another authentication method” link which leads to another prompt where the user can click on “Receive code by email”. This is confusing for the user and is an unnecessary extra step.  Really annoying if you need to do multiple sign-ins along the day. Another issue is the fact that two email are sent: one has for a Device Code and the other is for a Sign in Code. I do not understand this logic. Has anyone faced this issue out there? is there a workaround to eliminate those prompts and have a message confirming that an email was sent with the Sign in code to <email address>? It would be so much simpler and logical, in my opinion. 

We have parts that we need to inspect on receipt before they can be sold.  We have an inventory location that we receive to that does not allow sales (issues).  We would like to create a production order to inspect these items but cannot issue them from the receipt location to a production order. Any ideas on a better approach to handle incoming inspections, including scheduling and prioritizing the inspections?

We are a retailer who use the Distribution and Ecommerce modules.  We have implemented a leasing program where customers can lease the product vs. buying outright.  In this scenario, we ship the product to the customer and then “transfer” the inventory to a virtual warehouse so that we can account for it.  We started using the TR order type but this is very cumbersome.  Are there others who are leasing products to their customers and if so, how do you track it?  We have looked at LeaseQuery, but it is not the right solution because they are more for if we were leasing the product for our use.  TIA

All of this customer user portal’s access rights has already revoked. But when I login as the customer, I can still see "Profile and Orders" menu, how can I restrict this user accessing “Profile and Orders” menu on the self-service portal? 

I was wondering if anyone can help me look behind the scenes and figure out if the Notes on the payment application is tied to any other record?We would like for it to be tied directly to the invoice itself, so notes on the invoice appear on the line item in the payment record. However, the note field on the payment does not appear to be tied to the invoice, the line item on the invoice, the journal transaction, or anything else that I can see. Any thoughts or help on this would be much appreciated!! Notes in question are highlighted in redSee notes active here that do not pass through to the payment 

I have an action that I’m using it on multiple screens. This action appears on all screens and works as expected. The only exception I am facing are “POOrderEntry” and “SubcontractEntry” screens that doesn’t show the Action on screen. Here is the Action:public PXAction<POOrder> customRoute;[PXButton(CommitChanges = true, Category = Messages.ApprovalCategory, DisplayOnMainToolbar = true, IsLockedOnToolbar = true)][PXUIField(DisplayName = EPMessages.CustomRoute, MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)]protected virtual IEnumerable CustomRoute(PXAdapter adapter){ Base.Save.Press(); // Do stuff here return adapter.Get();}Can anyone help why this works on all screens but these two?

Hello,Please see below for action script to create a new issue. I successfully pass over header level information (the only field I have mapped is description, everything else defaults). However, it is not populating my detail rows from the foreach loop. Any reason this might be happening?This script is placed as an extension to the ProjectEntry class and the table that I’m selecting from is the project inventory w/ lotserial numbers. I have also confirmed that this particular ProjectID has two lines that would be created on a successful action execution.Any help would be greatly appreciated! #region Actions public PXAction<PMProject> createIssue; [PXUIField(DisplayName = "Create Issue", MapEnableRights = PXCacheRights.Select, MapViewRights = PXCacheRights.Select)] [PXButton] protected virtual IEnumerable CreateIssue(PXAdapter adapter) { INIssueEntry graph = PXGraph.CreateInstance<INIssueEntry>(); INRegister head

Like my last question, I am receiving the following error, but it is not on a field that can have a aggregate function. I have attached the xml file.Sorry for all the questions. I will get this down eventually.

Still trying to fully understand the workings of the GIs.I have a GI that is working in our sandbox system, but when I create it in our live system, I receive the following error: Any assistance on this would be greatly appreciated.

I am struggling to add a date range to this generic inquiry. I need to add the date range of 1st day of month to last day of month in the default value section of the parameters for a generic inquiry.  Thank you in advance for your help!

I want to attach few business events and their related generic inquiries, notification templates to a customization package. how can I do this in a proper way to use the business events in another system without any issue.

I have added a custom field in SOPickingWorksheetShipment DACExtension which stores how many times action to print pick list in screen (SO302500) Picking Worksheets. Not able to save my values to the DB. DACExtension#region UsrPickListPrintCount [PXDBInt] [PXUIField(DisplayName="Pick List Print Count")] public virtual int? UsrPickListPrintCount { get; set; } public abstract class usrPickListPrintCount : PX.Data.BQL.BqlInt.Field<usrPickListPrintCount> { } #endregionGraphExtensionpublic class SOPickingWorksheetReview_Extension : PXGraphExtension<PX.Objects.SO.SOPickingWorksheetReview> { #region Actions [PXButton(IsLockedOnToolbar = true), PXUIField(DisplayName = "Print Pick Lists")] public virtual IEnumerable printPickList(PXAdapter a) { SOPickingWorksheetReview graph = PXGraph.CreateInstance<SOPickingWorksheetReview>(); SOPickingWorksheet row = Base.worksheet.Current; SOPickingWorksheetShipm

Hello- I am relatively new to the Acumatica developer side. I am trying to get a button to create an inventory issue auto-populated from results in the grid that the button sits on, however, I’m being stopped in my tracks when I try to create the script to be called because I have no clue if I am calling the correct definitions or not. I am honestly just trying to copy and adapt based on the T230_Actions developer course. I have no clue if I am actually calling to an appropriate object. Any help would be greatly appreciated. #region Actions public static void CreateIssue(INIssueEntry projIssue) { using (var ts = new PXTransactionScope()) { var issueEntry = PXGraph.CreateInstance<INIssueEntry>(); } ...more code would go here } #endregionOn a somewhat related note, going through the developer courses, they seem to be pretty rigid regarding the references to classes, names, etc. Short of deploying a local instance and i

Are there any configuration options to choose BOM revision as part of the Create Production Orders processing screen? Customer has many items that have more than 1 valid BOM revision and they would like to be able to choose/populate which BOM revision the resulting production order should be created with. Not being able to assign the BOM revision makes the Create Production Orders batch processing less valuable, as they will still need to go in and update BOM Revision on each production order generated. Thank you,Greg

Trying to build a GI to show AP Bills approved by a specific employee (or any employee really), and can’t find a way to join APInvoice with EPApproval or EPOwned or any other DAC that can have approval data (approvedByID). Any ideas how to solve this riddle?

hi all, is there an out of the box report that shows totals sales for a customer? this would include open sales and sales history and should also include credits. thanks in advance.

Can we overwrite the “plus” button to open a dialog with form to enter the details and refresh the grid after close.