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How can I detach the customer, vendor, and employee segmented keys from the bizacct parent key?

I don’t see any API endpoints for Acumatica’s Payroll module, in either the screen APIs or REST. Maybe I missed it. Is there any ability to integrate programmatically with the payroll module?

Hi guys,I have some difficulties understanding account groups and labor rates. Could anyone please help to explain my thoughts below? Thanks!For account groups, I couldn’t really get why it’s necessary. To track the cost of a project task, if I could appoint an expense account directly to it, why do I have to configure an account group for this expense account? As for labor rates, suppose that we have an employee who receives a fixed ammount of salary, 500 dollars every month. But we still need her to clock the time card for the projects she’s working on, so that we could bill our customer based on the hours. How should we set the labor rates then? I’m also worried about the impact on our accounting book. Since there’s a link between the non-stock item of labor type and this employee’s time card, and the non-stock item has a certain expense account, will it affect the balance of the expense account in the accounting book on release of the time card? Furthermore, if the employee’s time

By using PXUIFieldAttribute.SetEnabled we can access to the fields and modify their properties. I was wondering how.we can access to the standard buttons like as ok, cancel … on the smart panels and modify their properties?

This may seem like a silly question but…How do you make a wiki article visible to the Global search field in Acumatica?We’ve created a wiki and published it but Acumatica doesn’t find it when we search for it.

Hi, I’m trying to add the Add Stocked Item popup to the mobile sales order (SO301000). I had success add the list of items (InventoryLookup), however I want to add the filters and its not working.I’m trying to follow the documentation https://help-2020r1.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=7244493f-a03a-4efa-9cef-18f2d4f08682 RedirectToContainer="InventoryLookup$List$InventoryLookupInventory" update screen SO301000 { update container "OrderSummary" { add recordAction "AddInvBySite" { behavior = Void redirect = True redirectToContainer = "InventoryLookup$List$InventoryLookupInventory" } } add container "InventoryLookup" { visible = False fieldsToShow = 6 listActionsToExpand = 2 formActionsToExpand = 3 containerActionsToExpand = 2 type =SelectionActionList add field "InventoryIDInventoryCD" add field "QtySelected" add field "Description"

How can we view a customer’s historical high credit balance? Would be beneficial to see their high balance, compared to their active balance to assess the customer’s credit limits and worthiness.There is nowhere to see customer key payment indicators on the customer profile. Average days to pay, and historical high credit balance would allow our business to take preemptive action before allowing a customer to extend themselves too far.

I’m trying to connect ODATA to excel as well to PowerBi.I’ve followed some YouTube videos but keep coming up with issues.  Has anyone had success with these connections? I feel it would be really beneficial for reporting and the excel reports I currently have linked with VLookups.   

I was following this training guide that I found on google.  Oddly enough I can’t find it via the actual website.Anyways, I’ve gotten so close on getting my program to work in VS.  I was following the example in this file for exporting warehouses starting on page 11.I keep getting this error.  I’ve tried everything I can think of.System.Web.Services.Protocols.SoapException  HResult=0x80131501  Message=System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> PX.Data.PXException: API Login Limit   at PX.LicensePolicy.PXLicensePolicy.CheckApiUsersLimits()   at PX.Data.PXLogin.PX.Data.IPXLogin.LoginUser(String& userName, String password)   at PX.Api.Services.LoginService.Login(String login, String password, String company, String branch, String locale, String prefix)   at PX.Api.ContractBased.ILoginServiceExtensions.LoginForSoapApi(ILoginService loginService, IMultiFactorService multiFactorService, String login, String password, String company, String

I would like to know if there is a way to create draft purchase receipts to track incoming stock. I have attempted to use the Purchase Receipt form but the problem with this is that the moment stock is on a receipt, even if that receipt is on hold, it shows as “Available” in the stock inventory summary and in some stock views.If it were possible to do this it would be an ideal place to store the transit documentation such as the Bill Of Lading and Customs documents and it would be even better if we could somehow use it to give insight/visibility internally on when stock is due to arrive on a line by line basis via a custom GI. Thoughts, comments and suggestions will be much appreciated.  @Naveen B  @Chris Hackett 

Are there any repercussions of creating a Fixed Asset without an AP Bill (bypassing the Convert to FA step)? Create Fixed Asset Debit FA and Credit FA Clearing Then Create Cash Entry to record the transaction Debit FA Clearing and Credit Cash This would bypass the AP Bill process completely and I want to be sure there won’t be later problems.

Hello, One of our customers has the following problem: he wants to use the creation of matrix items with only 2 attributes: sizes and colors, for which he has respectively 400 possible size values and 4500 possible color values. When he uses the grid in the template screen for matrix items, it simply can’t be loaded and he can’t use this functionality. He doesn’t want to break down the number of possible values in his use case. I have tried this myself with 200 values for 2 attributes, and indeed the time to check a box in the matrix item creation grid, takes at least 5 seconds before I can check another one. Have you ever encountered this kind of situation? Would you have an idea how to handle this request? Customization project or other?Thanks in advance for your feedback! Have a nice day!

Is there a solution in Acumatica for tracking payments to foreign vendors for US Sourced Income? Or anything that helps with 1042 reporting?

I have a custom sales invoice listing report with a column for invoice type. I would want to know I can I add a negative sign to my invoice type “credit memo” so as to differentiate them from invoices?

when Sales order not using approval setting, how to solve a back order status in sales order turn into waiting approval if the user change any of the column in detail line ? because approval action is not working..thx

I have added a custome dialog to AP Bills. What I would like to happen is to force user to enter an “Assignee”. I have set the DAC to validate null values. in my dialog screen it shows * by the field but when user clicks on OK button, even if this field is not entered the dialog continues while it should raise an error that this fieled is not entered. below is my partial DAC: #region Owner public abstract class owner : PX.Data.BQL.BqlInt.Field<owner> { } protected Int32? _Owner; [Owner(Required = true, ValidateValue = true)] [PXDefault(PersistingCheck = PXPersistingCheck.Null)] [PXUIField(DisplayName = "Assignee", Visibility = PXUIVisibility.SelectorVisible)] [PXRestrictor(typeof(Where<Contact.contactID, NotEqual<Switch<Case<Where<Current<EPRoutingPanelDialog.status>, NotEqual<EPStatuses.routed>>, Current<AccessInfo.contactID>>, Zero>>>), EPMessages.AssigneeCannotBeSameAsTheCurrentUse

I have a Smart Panel which is called by 4 different buttons. I was wondeing how I dynamically can change this Smart Panel Caption depending on which click button is calling it. The Smart Panel“ID is pnlOpenDialogBox” and its “key is RoutingPanelDialog”.I have a method to call and display this Smart Panel and do stuff with 3 parameters as follow“private string ShowRouteDialog(string status, string title, bool finalStep)”that I want the “title” parameter be displayed as Caption. Any though how this can be acheive? 

Scenario: Customer Baker Change Status to Active Process Timecard - Actual Expense Transaction updated Run Project Blling - Invoice Created to Baker Change Customer to CARDEV - System allow to change Run Project Billing - Invoice Created to CARDEVQuestion:Is this normal for Construction to change customer in Project when there is transaction recorded for Revenue?

We are getting the following errors at various points: Error: An error occurredduring processing of thefield Branch value 23 Error:'New Segment' of 'Branch'does not exist in thesystem. Error: An error occurred during processing of the field Receiving Branchvalue 23 Error: 'New Segment' of 'Receiving Branch' does not exist inthe system. I am stumped as to how to troubleshoot this.  Any ideas where to start?  We don’t use Branches in our system.

I have a client with the following requirement:When they process a proforma invoice there can be a delay of 2 to 3 weeks before the customer agrees on what they are going to accept on the bill, and they can process the AR bill, which may be over a period end. They want to be able to record a type of WIP entry, debit WIP and credit Accrued Revenue, for the value of the Proforma invoice so that the revenue is recognised in the period in which the proforma invoice is raised.I have looked at how this could be achieved and cannot see how to achieve this. The Allocation Rules essentially cover the posting of WIP when project transactions are created and are then reversed when the when the AR bill is generated/released.I tried to create two tasks:On one task, I create an allocation rule to allocate Cost to WIP.On the second task, I created an allocation rule to allocate WIP to Unbilled/Accrued Revenue, and Billing Rule to select from Unbilled Revenue and post to Revenue.But it seems that when

I am performing testing on a client’s BOMs whereby materials and labor are both backflushed. The BOMs are quite simple in nature with one or two work centers. At this time we have a zero rate applied to the work center since the client has not determined the appropriate value. When production is completed and the move step is initiated, I see the materials go into WIP at the proper cost. The labor cost does not generate entry since the work center rate is 0. When I check the move out of WIP and into inventory, there is an unknown component to the entry whereby COGs and Inventory are impacted but there is not reflected in the cost of the item, nor should it be. I cannot figure out what is driving this entry.  See screenshots for example. Any idea why the highlighted portion of the entry in the last screenshot is happening?  Client uses Average Cost valuation method for inventory. I tried the Cost Roll process to see if this would fix the issue but it has not.   

HiHow can we reclaim DB space/storage after files has been moved External File Storage (SM202540). The UploadfileRivison table Data column does not get reduced if one switch from DB storage to external storage.

hi, i have the following error, between the balance and amount, it differs by one decimal place. i don't know how to do the acumatic rounding.

Hello, I have added a small customization to the Vendor Status field such that it includes a new available option for selection. This was done through the Customization Project via the ‘Fields’ section of the ‘Vendors’ [AP303000] screen, where a new Combo-box value of ‘Z’ and description of ‘Pending Approval’ (see below screenshot) were added.  The respective value of ‘Pending Approval’ is available on the ‘Vendors’ [AP303000] screen, however when running the Generic Inquiry which shows the list of Vendors, there is a slight issue, whereby the Status is being shown as blank. I have some workarounds to this such as by using a Switch function to manually show the status description, although this is not “clean” as it could break in case of upgrades and it would be considered as sort of “hard-coding”, thus is not good practice.  Does anyone know whether there is perhaps some missing configuration that I need to do to make the value description show for the new Combo-box values? Thanks in

Hello, Is is possible to change the default qty from 0 to 1 while entering line items during quote or sales order entry.  This will speed up the process due to most line entry is only quantity of 1.Thanks