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I am attempting to add the SQFTINBOX stock item attribute to the Sales Order Grid.   I have declared a class PXAddAttributeColumns as below:  public class PXAddAtttributeColumns : CRAttributesFieldAttribute{ string[] _names; bool _IsForSelector; public PXAddAtttributeColumns(string[] names, Type entityType, Type entityIDField, Type classIDField, bool IsForSelector = true) : base(entityType, entityIDField, classIDField) { _names = names; _IsForSelector = IsForSelector; } public override void CacheAttached(PXCache sender) { this._IsActive = true; base.CacheAttached(sender); } protected override void AttributeFieldSelecting(PXCache sender, PXFieldSelectingEventArgs e, PXFieldState state, string attributeName, int idx) { if (_names.Any(attributeName.Equals)) { //Out-of-box DisplayName is prefixed with "$Attributes$-" - if you need to take that off. state.DisplayName = (!String.IsNullOrEmpt

I would like to Automate Opening financial Periods, I have tried setting up a schedule but there is something I’m missing. My setup is as below,Can someone help😊

Hello! I found a few posting but they’re 1+ year old posting and wondered if anyone has experience this issue recently. In my scenario, I have 3 active directory users with different number of roles.  I used the “Import Users w Role” scenario to import their roles. What happens is the first user will have all the roles imported, the 2nd user have some imported and the 3rd user have nothing imported.Below is my screen shots: Roles are imported successfully. The first user has all the roles imported but only some of the 2nd user and none for the 3 user. 

I would like to be able to keep track of quantities that were produced during Overtime Hours.My initial thought was to have a GI for move transaction history with a checkbox that would check if it was made during these overtime hours. This has proven to be quite the task and I just can’t get the correct transactions checked.  I then thought I could create a Work Calendar and pull it in as a Data Source to compare with the times that the transactions occurred at. For this I had to create a GI that pulled the time information from the work calendar which made it display as a formula when it was used as a data source. However, I get an error when viewing the inquiry that these items “can’t be bound”  (whatever that means).  My new thought would be to create a business event that would trigger when a move transaction happened during Overtime Hours and it would automatically update an Attribute within the produced item displaying OT.  This way I could filter by the attribute.  However this

How can I use Customer Invoice to pay for a Vendor Bill?I saw the option to "Extend as Vendor"  on customer screen and "Extend as Customer" on vendor screen but I didn't find how do I apply a vendor bill to a customer invoice...I would appreciate any suggestion.Thanks

Hey,Does anyone know how to remove a BOM as a default BOM for a stock item. For example, I have a BOM for an item that we used to make, but the item changed and needed a new BOM revision, and when that new revision is set to the default BOM, I assumed it would remove the default from the old BOM.   Instead, now I have two BOMs for the same stock item, that are both the “default’ BOM.  

I am trying to retrieve the tax ID number from the vendor table. I see the field I need, but it comes up blank. All I need is the vendor and tax ID to show up in this query, and all I can get is the Vendor ID and name to show. I tried linking the location table, but I get the following error: conversion failed when converting the nvarchar value ‘Main” to data type integer. I feel like this should be a simple query, but I am obviously missing something.

We are testing using the STEPS tab on the Bill of Material and having this show up for operators in the Production Order Details as Work Instructions with pictures and we can’t get the Step detail that is added to a Bill of Material to show up on the Production Order.  We want to keep this digital and not print a production ticket report which we could build a custom report to have it show up.   Has anyone used steps and can provide some advice?  I haven’t found any reference at all to STEPS in the HELP nor on Community so I’m at a loss.   ​@ChrisOkamuro52 - You showed step detail in the Shop Floor Kiosk demo at Summit this year.  Was pulling the Step detail into a production order new functionality and not something available today?  

I am trying to create a report with a blank column to divide out actual vs budget columns.  When I run the report there are zeros on some rows but not others.  I can’t figure out why it is pulling the zeros.  Everything else looks correct for the actual columns.

Hello all,I have been trying to create an export scenario of CSV file but it is not filling in the schema fields if I only define the column names. But if i enter any data under the column names then acumatica displays me the schema fields. Since this is an export scenario, we cant fill in dummy data under those columns.Attaching the xml of data provider. 

When I am posting the SO and Statue is  Awaiting payment so, I don't know how to change it as open. If I can change it I have normal flow process. Thanks for your support and helping 

I am running into an issue when attempting to publish a new report I have created from scratch to my Acumatica instance. This is occurring after our upgrade to 24R2Unlike the other related article, How to resolve the 'Root element is missing' error on opening a report in Acumatica Report Designer | Community, this error is happening in Acumatica and not the report designer itself. I know my report designer is working correctly because I can edit and save-to-server existing reports without issue.The issue only happens when I try to use a new site mapping. I am able to connect the report designer to Acumatica. I can save it to the server. I have updated the Site Map screen to create a new screen for it - IN615300 since it is an inventory status report. I have set permissions to allow the appropriate people to access the report. Yet, when anyone goes to view the report, we all see: with a trace of:  Is there some additional configuration I need for new reports? Are there restrictions to w

Hello all,How can I print the page numbers in a correct way? I now there’s an option under the properties section - Print on Every Page but I’m unable to find that option in report designer.   FYI, there are no joins/tables being used in here as it is just a simple form.

Hi Community,Could someone please assist with the following situation:I have a Sales Order for 5 items Marked for PO, Purchase to Order. I create the PO, and I increase the quantity from 5 to 50. I try to Receive these 50 into my warehouse, and I get this error. Error: IN Document has been created but failed to release with the following error: 'Error: Inserting  'Sales Order Line Split' record raised at least one error. Please review the errors. Error: 'Lot/Serial Nbr.' cannot be empty.'. Please, validate a created IN Document This is the Lot/Serial Class associated with the item: Thank you,RJ

Hi everyone.I’m trying to pass a “notes” field in when creating or updating Employee Time Activities. Below is an example of my request: PUT "/entity/Default/22.200.001/TimeEntry"{ "note": "Some notes", "BillableTime": { "value": "01:00" }, "Date": { "value": "2024-02-16T06:00:00-08:00" }, "Summary": { "value": "Hours from Timesheet" }, "EarningType": { "value": "RG" }, "Employee": { "value": "EP00000002" }, "LaborItem": { "value": "CONSULTSR" }, "ProjectID": { "value": "X" }, "TimeSpent": { "value": "01:30" } }The Time Activity gets created, but the notes do not get passed through. Also, I’m trying to run the CompleteTimeEntry action on the PUT "/entity/Default/22.200.001/TimeEntry", but I always get the “Invalid uri structure” error even though I have this as a mapped action:Any ideas what’s happening?

How do we use the two-factor authentication on the mobile app? The box opens to enter a two-factor authentication code on the mobile, but no way to request the code. 

I have a field hidden via Low Code… do I need to set a condition and/or workflow to dynamically make it visible?

I want to filter out some specific data out of a table on the coding side so that users can’t see it. How would I go about setting filters, so specific information is excluded?

Do the Generate intercompany document (AP503500) is supposed to generate AP/AR for a interbranch timecard ?Thanks

I’m trying to create a Business Event, that when it triggers, it changes some information in a specific Sales Order Record. I presume it is using a Action Execution, but I’m not sure which Action Name needs to be used. The few I tried didn’t work.

We are just starting to configure a site for a customer that will be using service management, project management and inventory. Our service order type is set to generate project transactions upon invoice Our projects will be percentage completion billed When a service order appointment is created with inventory lines, and is invoiced, Acumatica creates an IN transactions to reduce inventory (this seems correct). However, the inventory transaction that appears on the project has no quantity or cost related to it. So while inventory is correct or job/project has not absorbed the inventory cost and is therefore incorrect.It seems silly to me that a service order tied to a project would not update the actual cost of the inventory to the project system. Am I missing a setup/configuration or perhaps a business process work around?I did see that there was this:AC-256292: If in the Generated Billing Documents box on the General tab of the Service Order Types (FS202300) form, Project Transacti

Hey there, We’re working on migrating to Acumatica. We uploaded our stock items, but the move to new system has been delayed, and the data is outdated. I’d like to just mass delete the records, and do a fresh upload, rather than go and update 100’s of products.  How do I mass delete records? Deleting 10,000 products one at a time would take a long time. Thank you!

There is a ‘Print Quote’ button on the mobile Acumatica app. Has anyone gotten it to work?Just got a notification ‘Uploading to Acumatica...’, apart from this nothing happens. 

Hello Acumatica Community,I am currently working on customizing the Tickets Screen (CR306000) in Acumatica and have added the following toolbar button within the aspx file: <px:PXToolBarButton Text="NOTIZ ERSTELLEN" Tooltip="Eine Interne Notiz erstellen" Key="AddActivityEN"> <AutoCallBack Target="ds" Command="NewActivityEN" /></px:PXToolBarButton> However, when displayed in the UI, the button text does not reflect "NOTIZ ERSTELLEN" ("Create Note" in German). Instead, it appears as "Create Notiz", where "Create" remains in English while "Note" is translated to “Notiz”. He seems to use the Activity Description here.I can’t seem to find out where i can translate this - or get rid of the “Create” as this doesn’t seem to appear in Translation Dictionaries. Any insights or suggestions would be greatly appreciated!

What I want is for these fields and button to be disabled or, rather, in read-only mode. Not like in this case, which is due to validation:https://community.acumatica.com/develop-customizations-288/why-is-the-kit-line-detail-form-always-disabled-24699?tid=24699&fid=288