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Having an issue with adding the tax registration ID attached to a customer location.   

I created a GI that pulls a specific set of sales orders that are ‘Ready to Process’ that I want to regularly clean up by marking ‘Set as Processed’ since these records will never get processed automatically again.Is it possible to use an import scenario and this GI to mark these prepared Shopify sales orders in the sync history as processed? 

Hi Team The issue is the approver column. It shows the wrong approver when the approver is a level 2. See example screenshot below. The approver should be Carlos instead of Virginie.         

Hey team,Is it possible to create a shipment on hold for specific customers? its like the rest of the shipments would be created under Balanced status but there are some customers for which they should be created on Hold. I know of biz events, import scenarios but anything apart from these?

What does SAVE TO CLIPBOARD do in Templates? There is no PASTE function. ???  

We had a production order completed without doing the final move. So the Order is in completed status. We would like to move this into inventory. What is a good way of accomplishing this? 

Hi,I’ve recently started a new job, and this is my first experience working with Acumatica. Since we do not have an internal team for Acumatica, I’ve taken on the task of modifying a Generic Inquiry to better suit our needs.Currently, I’m facing an issue with a Generic Inquiry for Sales Orders with multiple shipments. The problem is that we are seeing duplicate lines in the inquiry. Specifically, the Sales Order lines are not being correctly linked to the Shipment lines, resulting in each item being displayed multiple times—once for each shipment associated with the order.I have attempted to adjust the table relationships in the Generic Inquiry but have not been successful in resolving the issue. The duplicate lines are causing discrepancies in quantities and amounts, leading to overages in our reports.Could someone please provide guidance on how to fix the table relationships to avoid these duplicate lines? Any assistance or advice would be greatly appreciated.Thank you in advance for

I am having some challenges copying Dashboards in 2024R1.In 2023R1, when a dashboard is copied and pasted to create a new dashboard the system automatically assigns a new screen ID that is separate from the original DB.  This is exactly what I expect to happen. In 2024 R1, when a dashboard is copied, pasted, and then saved then “View” is clicked, the site redirects to the Welcome Screen.  In another scenario, if I attempt to copy, paste, and publish the copied dashboard with a new screen ID it creates the new screen ID but deletes the original DB.Does anyone have the exact steps on how to copy a dashboard in 2024R1?

Is there an easy way to get the Project Address to auto-populate with the Default Location (the shipping Location ID specified on the Opportunity)?  

I want to release fixed asset. But this error occured. How to fixing this? So I can release the asset 

My goal is to have shipping instructions auto populated to the Notes field in Shipment when the shipment is created.  The idea is to populate the insturctrions in the Notes of the location in the customer and have that note auto populate the Note of the shipment when a shipment is made with that customer. I have tried the following but its not working so far and thought I would open up the conversation to the group for discussion.I created a generic inquiry to pull the notesI built an import scenario And the following business event to which I am not sucessfully able to attach a subscriberI succesfully created a data provider from excel but not able to achieve success creating a data provider from a GI Anyway, its not working. Perhaps there is a simpler solution? What are your thoughts? 

Hi Team, I’m trying to update multiple Vendor IDs in Acumatica 25R1 using an Import Scenario. The Import Scenario itself runs fine when tested manually, but I cannot get it to work in bulk. My main challenge is that the Generic Inquiry I created is not showing up as a source in the Import Scenario. Since the Vendor screen works off the Vendor DAC, I expected the GI to be selectable, but it remains unavailable. I also noticed that Import Scenario as a subscriber in Business Events is disabled for the Vendor screen. Has anyone found a working method to bulk update Vendor IDs or use a GI as a data source for this in 25R1?  

I am working on a GI that will evaluate the Labor Price on our quotes and display on a SidePanel Dashboard whether the price matches the required amounts.  There may be a more elegant way to achieve this but we are doing things a little manually right now with quotes and pricing.We have two Non-Stock Item Numbers that will be used:12974 - Install Labor12976 - Install Travel What i would like the GI to do is evaluate a Project Quote and “add up” all the Quantities for these two line items. They may be in the quote once or twenty times.  If the total is greater than 8 then the labor price on each of these lines should be 100 and if it is less than 8, it should be 110. I have it evaluating each line but cannot get it to evaluate the SUM of the all the lines.  I have attached my GI for reference.  Any help would be appreciated.   Acumatica 2023 R2Build 23.210.0017 Customization: AcumaticaESignIntegration23.213.0,DXCustomLoginImages,SWKSidePanel,AFS0030[23r2][122024],AMO0011[23R2][052324],S

I have a DAC extension on BAccount, with a few custom fields that I’ve added to the aspx page for display on the Employees screen. One of these custom fields “AP Vendor”, implements a PXSelector to select a vendor record. The selector popup shows the vendor records, but if I select one, it doesn’t populate the field. If I try to type a value in the field, the list pops up, but still no value is saved when I select it.  I even inserted a valid BAccountID into the field via database query and it still didn’t display anything on the screen. Here’s the DAC code.   #region UsrSWAPVendor [PXDBInt()] [PXSelector(typeof(SelectFrom<VendorR>. Where<VendorR.type.IsNotEqual<BAccountType.employeeType>>. SearchFor<VendorR.bAccountID>), typeof(VendorR.acctCD), typeof(VendorR.acctName), typeof(VendorR.classID), SubstituteKey = typeof(VendorR.acctCD), DescriptionField = t

Dear Team,We are using vendor Attributes and Selectors as below but it is always showing Employee details. It happening only happening in particular customization form other forms all okie. Here is my code. [PXSelector( typeof(Search<Vendor.bAccountID>), typeof(Vendor.acctCD), typeof(Vendor.acctName), SubstituteKey = typeof(Vendor.acctCD), DescriptionField = typeof(Vendor.acctName), SelectorMode = PXSelectorMode.DisplayModeText)][VendorActive(DisplayName = "Account ID", Required = true)][VendorNonEmployeeActive(DisplayName = "Account ID", Required = true)]I tried all the 3 options above but i am always getting as below Work Fine below as in other places Regards,Sakthi

I can’t find an update for the PDF Annotator for version 25R1.  Can anyone give me a link to the current location, please?

Looking for a successful Import Scenario for Landed Cost Transactions.  Any suggestions would be appreciated.  I have one started, but although it says completed, it fails to create the transaction.  

Does anyone have a good setup for an On Time Delivery Generic Inquiry? We are trying to decide the best way to do so and looking for ideas. Currently, I have a Shipment Performance generic inquiry that shows total days late for individual Sales Orders that have been completed, but I’m hoping to work in current open orders that are past due.

The below is the URL for OData{{host}}/OData/Juul/AcmBigQuery?$top=100&$format=jsonThe GI AcmBigQuery is based on the Custom DAC inside the CustomizationProject. Even though the customization project is published I am getting the Error of “Not Found”

How to create budget in Acumatica? because I can’t input or import excel of budget 

Hello, I have added a User Defined Field on Journal Transactions screen. Is it possible to make this field enabled for all statuses? I have tried to add code in the RowSelected event, but it does not work:    protected void Batch_RowSelected(PXCache cache, PXRowSelectedEventArgs e)    {      var row = e.Row as Batch;      if (row == null) return;     PXUIFieldAttribute.SetEnabled(cache, row, "AttributeRECURRING", true);    } I have also tried to add an extension of the Default workflow, but it does not work too.  Any help is appreciated! 

I create generic inquiry group by inventory id after group I want to filter Qty.On.Hand <= Reorder Point (this is the aggregate field)

In classic ui my pxsmartpanel can display but after switch to moder ui when click button it doesn’t show dialogbox</px:PXSmartPanel> <px:PXSmartPanel runat="server" ID="PopUpReportFilter" Caption="Choose Company Template" Key="companytemplatefilter" AcceptButtonID="btnOk1" DesignView="Content" AutoCallBack-Command="Refresh" AutoCallBack-Target="fromRunSoReport" LoadOnDemand="True" AutoCallBack-Enabled="True" AutoCallBack-Behavior-CommitChanges="True" AutoCallBack-Behavior-PostData="Page"> <px:PXFormView runat="server" ID="fromRunSoReport" DataMember="companytemplatefilter" CaptionVisible="True" DataSourceID="ds" Width="100%"> <Template> <px:PXLayoutRule runat="server" ID="CstPXLayoutRule14" StartColumn="True" ControlSize="XM" LabelsWidth="S" /> <px:PXSelector runat="server" ID="CstPXSelector19" DataField="ReportID" CommitChanges="True" /></Template></px:PXFormView> <px:PXPanel runat="server" ID="CstPanel9" SkinID="Buttons"> <px:P

I have a test instance (24.204) where I’ve published an empty project to configure Webhooks, no code has been saved to the project. I’ve been getting null reference errors all around the site when I try to save or delete something. I tried to update the site but the customization project is incompatible with that version of Acumatica (24.213) and now the site will not unpublish or publish anything because of the null reference exception. Is there a way to fix this or should I try to create another instance from scratch?

Hi,I need to implement the following logic:Is it possible to block the Approve operation for a certain period of time?We need to allow our client to complete all actions with the Bill before it can be approved.For example, if the Bill contains 2 rows in the table and the client wants to add 3 more detail rows, is it possible to temporarily lock the Approve operation until the client finishes?If yes, how can this be achieved?