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I think I have a practical understanding of the role of the cache, but what are the differences between these two methods, and if there are major differences, when would one be better over another?

Hello,We have to load project id into customer details inquiry screen using custom field.We have added a new custom field on customer details screen and not able to assign the project id value of the invoice. It is always returning an empty value even it is assigned in the code.→ Extended the graph and overided the Document() view delegate.→ In the debug, the value is assinging but it is not showing in the screen and I tried to add hardcoded value but still it is not working → I have used another method from view delegate to assign the value but still same issue. I have attached the cusotmization package with the above code. Can anyone let me know the issue in this code or how can we load project id to customer details grid section.Thanks in advance.

I am building a GI and want to create a formula to add two fields as one.  I am trying to crete output of the vendor ID with the PO Number.  I would also like to add a space between the two records. I am using the POOrder Object.  I have placed the following in the Data Field =Concat([POOrder.VendorID],[POOrder.OrderNbr])This returns the following error where 21-200379 is the PO.OrderNbr Not sure where to go from here.  Any assistance would be appreciated.

I need to do a report where amounts are posted in different sections and columns based on wether they are Debit or credit For instance in a Balance Sheet :Bank accounts are posted under the Assets or Liabilities sectionand amount in a Credit or Debit columnThis is something that can be done in the report designer, but is there any way with the ARM?Many thanks Christine

I need a report that will show total hours worked, by construction project, by employee, for a specific date range.  There are only two canned hours reports in the construction edition -- neither of them accomplish what I am looking for.I’ve built a generic inquiry from the Earning Details screen and made a pivot table - which is okay -- but I’d rather have a standard report I can run each month.Any suggestions?

Hello,for non stock kit transaction history, i guess will be from sales history report?below is an example of the nonstock kit profile, but there is no way to run any report  trans history or anything?thanks Zoey 

Hello,       I have a need to release lots of on hold SOs on schedule in batch.The simplest way I can think of is to use the “process orders” screen with set schedule.       However, on this screen, we don’t have “Release from hold” action.Is there a way to add it into the list? 

Hello,    I’d like to show purchasing history (Unit cost and qty) on selection of each  item on POline.I firstly thought it would be achevied by side panel. But item id on po line can not be passed on to side panel easily.   In the above artile, this might be a way, but it is too complex that I would like to try it last.Is there any other can help me acheive my goal. I mean, side panel is an option. Also, something like pop up window can be accepted, just how to do it.  Or navigation to another screen with the line selection parameter can also help.Please advise.

We use serial numbers for many of our products.  Our inventory in Acumatica is accurate as of date we went live.  The problem is we sometimes need to process a return for sales completed in our old systems and Acumatica does not know about the serial numbers for those sales so we are unable to process the return in Acumatica as its asking for the serial number but when we enter them, the system does not accept it.  So we are stuck and don't know how to process and create credit memos and generate serials for such returns. Anyone knows best practice for handling this?

Has there been any info or announcements yet on Acumatica support for SQL Server 2022?

I’ve added UDF’s before and created actions that used Navigate Parameters to write to that UDF, but in this case I am looking to update a UDF but I can’t find it when I search.  There may be a few reasons why, which I need help confirming.You can’t update a UDF via Actions You can’t update a UDF via Actions if it is located in a grid.  In this case its a service order details UDF. I am missing some kind of Layout Properties setting which will make it accessable via Actions/Update Field.     

Hi, All.As a new Acumatica customer, I just attended my first Summit.  It was a great experience, and thanks to all who recommended it.Question:  Are the presentation decks from the Summit sessions available after the Summit?  If so, I could use some guidance to find them.Thanks!Greg

Trying to create a no-code customization in 21 R1. I would like to add an action button that uses the create new record functionality from a case to a sales order. I got it to pop up the sales order creation screen, but I would also like it to grab the customer # and case ID to populate into the customer field and a custom case ID field we have on the sales order screen. Is this possible with the no-code customization of adding an action button? The parameters section allows me to pass in the specific order type I’m looking for, but I haven’t gotten it to pass the other fields into the sales order screen. Thanks!

I have three or four production orders that are causing demand on MRP despite the fact that they are closed. Anyone have a list of things I could check to make sure everything has been correctly processed to trace back why this is happening? TIA

I am overriding the PXSelect in the EPTaskEnq graph.  After beating my head on the wall for an hour thinking my overridden select statement was causing an error, I simply copy/pasted the ORIGINAL select statement into my code. this is the definition of the Tasks view on EP404000.        [PXFilterable]        [PXViewDetailsButton(typeof(CRActivity), OnClosingPopup = PXSpecialButtonType.Refresh)]        public PXSelectReadonly2<CRActivity,             LeftJoin<EPView,                On<EPView.noteID, Equal<CRActivity.noteID>,                And<EPView.contactID, Equal<Current<AccessInfo.contactID>>>>,            LeftJoin<CRReminder,                On<CRReminder.refNoteID, Equal<CRActivity.noteID>>>>,                Where<CRActivity.classID, Equal<CRActivityClass.task>, And<                    Where<CRActivity.workgroupID, IsWorkgroupOrSubgroupOfContact<CurrentValue<AccessInfo.contactID>>,                 

I’ll preface this by saying I’m just learning to add customizations and have only added very simple ones previously.  This seemed simple too but I’ve run into a problem I’m not sure how to solve.I am trying to add two default values in the Bank Deposit Screen (CA305000)I added an event handler for FieldDefaulting on the two fields I want, CashAccountID and in the Add payment dialog the Start Date.I got the following as a base to add the code but when I try to validate it says:\App_RuntimeCode\CADepositEntry.cs(27): error CS0246: The type or namespace name 'PaymentFilter' could not be found (are you missing a using directive or an assembly reference?)\App_RuntimeCode\CADepositEntry.cs(27): error CS0246: The type or namespace name 'PaymentFilter' could not be found (are you missing a using directive or an assembly reference?)If I remove the section for the StartDate it publishes OK but when I click to add a new Bank Deposit it says: Error: An error occurred during processing of the field

HI All, @Olesia Alpeeva, I am having trouble getting the following PO workflow to work .  please see screenshots in attached.   The PO Approval process should be as follow’s:-Step 1All PO’s go person A & B.  Both must approve. IF the PO is under $15,000 the PO is approved.   This step works fine.If the PO is over $15,000 move to the next Step.   Step 2                                          If the PO is over $15,000 and the country in ShipTo field is ‘AU’ or ‘NZ’ the PO needs to go to Rachael to be approved. If under $150,000 the PO may be approved. If the PO is over $15,000 and the country in ShipTo field is not ‘AU’ or ‘NZ’ the PO needs to go to Robert to be approved. If under $150,000 the PO may be approved.I can not get Step 2 to work properly. it does get allocated to Rachel and Robert and Approved but does not move on to the next approvers.  Status is “Pending Approval” but no next allocation is applied in the Approval tab.Step 3If the PO is over $150,000 and the approver i

We imported Amazon orders which invoiced and completed, but then noticed the dates were incorrect and not aligned to the proper sales date.  We need to delete all of them and then re-import with the proper dates.  We have reversed the invoice and created a credit memo as stated in the community, but are still unable to delete the orders so our sales are all skewed.  There is an notification that because of the order not actually having a shipment we can’t delete it.   This is quite urgent so any assistance is really appreciated.  Is there a way to move the ship date out so that it is not completed and then remove the record?  Or go into the data and remove it directly?   This is the error:  @Irina do you know of a solution or someone at Acumatica that can assist?

Hi Guys,I have a grid ,in that grid not showing all  records.Main aim is Increase the grid height dynamically ,whenever adding the new rows. No need Scrolling and Pagination.ex:- I am adding 10 records ,here 5 visible on screen 5 not showing!!     

Hi all. If the financial period of an AR Inoive is wrong, and the invoice has been paid by customer, is there any way to change the wrong period, except reversing all the related documents and then generating new ones? Thanks!

I know that I can do what I want with custom fields but I’m wondering if there’s a way I can do this with a dataview.I’ve added Contract Item to Cases. The Contract Item is one of the contract detail items based on the Case Contract field. No problems there.I want to display some field values from the Contract Detail record and from some attributes associated with the Contract Detail’s recurring item (which is a non-stock item record).I was starting with my graph extension and was going to add a simple data view along the lines of:  public PXSelect<ContractDetail      ,Where<ContractDetail.contractItemID          ,Equal<Current<CRCase.usrContractItemID>>          ,And<ContractDetail.contractID            ,Equal<Current<CRCase.contractID>>          >      >      >  CurrentContractItem;But CRCase doesn’t contain usrContractItemID since that field comes from my DAC extension.Can I create a data view this way in my graph extension?  Or do I have to

I had previously asked how to use workflows to create an import from an inquiry. I now have that working, except instead of importing the rows as line items into one document, each row is making it’s own document with a single line item.I tried to Google the solution, but the solution says to set the order number as a static value that will be converted by the system to the auto-number. This value needs to be the same for all the rows. My inquiry is driven by a container number. All the rows have that value and it will be exactly the same. So in my import, my order number is the container number. The output files are auto-numbered, but should only be one document, not 5 or 6 documents with a single line.I have attached my import scenario here for ease of use. Also below is a link to the previous discussion.  

Does anyone know the best way to join an SOLine to the PO Link?  Im looking to add this information into a report but can’t find the best way to join the information.  See my screen shot.  

I am trying to create an Import Scenario in 2021 R1 to Void Open prepaymentsI am getting errorsCan I get some help?Thanks  

Hello,Is it possible to pay invoices for a project in one branch, out of another branch, or would you have to do an Intercompany transfer?If this is possible, can you pay out one invoice from several different branches by entering the invoice one time, or would you have to enter it separately for each branch? Appreciate your input!Barbie