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We are using a GI to pull an inventory sheet and one of the columns has a name of Class for the grouping of items with specific INItemClass.ItemCLassCD such as 001-01-01, or 002-06-01. Items beginning with numbers such as 001, 002, 003, or 006 should show up as Class Items A or 010- - as ‘Other’ or 010-0- as Other. My SWITCH looks like this:=SWITCH(LEFT([INItemClass.ItemClassCD],3) = 001 OR LEFT([INItemClass.ItemClassCD],3) = 002 OR LEFT([INItemClass.ItemClassCD],3) = 003 OR LEFT([INItemClass.ItemClassCD],3) = 006, 'Class A',LEFT([INItemClass.ItemClassCD],3) = 007, 'Class B',LEFT([INItemClass.ItemClassCD],3) = 005 OR LEFT([INItemClass.ItemClassCD],3) = 013, 'Class C',LEFT([INItemClass.ItemClassCD],3) = 004 OR LEFT([INItemClass.ItemClassCD],3) = 008, 'Class D',LEFT([INItemClass.ItemClassCD],3) = 012, 'Class E',LEFT([INItemClass.ItemClassCD],3) = 010, 'Other')The code does pass Validation, the Class column just doesn’t show even though there are at least three pages of mixed classes. I a

Hello everyone!I’m trying to add a column from the BAccount table to the AR.52.10.00 Prepare Dunning Letter screen in order to provide more information.I wrote the following code, which publishes without errors. However, when I check the screen, the data doesn’t appear, and I can’t figure out where I might have gone wrong or if I’m approaching this incorrectly: using System;using System.Collections;using System.Collections.Generic;using PX.Data;using PX.Data.BQL;using PX.Data.BQL.Fluent;using PX.Objects.CM;using PX.Objects.Common.Extensions;using PX.Objects.GL.FinPeriods;using PX.Objects;using PX.Objects.AR;using PX.Objects.CR;using PX.Objects.CS;namespace PX.Objects.AR{  public class ARDunningLetterMaint_Extension : PXGraphExtension<PX.Objects.AR.ARDunningLetterMaint>  {  protected void  ARDunningLetterList_RowPersisting(PXCache cache, PXRowPersistingEventArgs e)    {        var row = (ARDunningLetterProcess.ARDunningLetterList)e.Row;        if (row == null || row.BAccountID ==

Hi, I’m trying to create a unit test for my Extension Library, but getting the error “PX.Data.PXException : CS Error: Numbering ID is null”. Here is the code snippet: protected virtual OpportunityMaint PrepareGraph() { Setup<OpportunityMaint>( new CRSetup { OpportunityNumberingID = "OPPORTUNTY", QuoteNumberingID = "CRQUOTE", CaseNumberingID = "CASE", MassMailNumberingID = "MMAIL", CampaignNumberingID = "CAMPAIGN", }); var graph = PXGraph.CreateInstance<OpportunityMaint>(); return graph; } [Fact] public void CalculateMarkup() { //arrange OpportunityMaint graph = PrepareGraph(); var graphExt = graph.GetExtension<OpportunityMaint_Extension>(); CROpportunity item = (CROpportunity)graph.Caches[typeof(CROpportunity)].Insert( new CROpportunity { OpportunityID = "OP000401",

Hi Experts,I have a requirement from a client regarding custom fields on the Customer Details (AR402000) screen. Specifically, the client wants the ability to filter and sort unbound custom fields directly in the grid.Here is the scenario:I added two unbound custom fields, Location ID and Location Name (both string data types), to the grid. The client wants to: Filter records in the grid by typing a value in these custom fields. Sort the records in ascending or descending order based on these fields. What I've Tried So Far:Added the custom fields (UsrLocationID and UsrLocationName) to the FastFilterFields property (along with fields like RefNbr, ExtRefNbr, and DocDesc). Set the AllowFilter and AllowSort properties to true for these fields in the customization editor.However, the filtering and sorting functionality is still not working for these unbound fields.Question:Is it possible to enable filtering and sorting for unbound custom fields using Acumatica's built-in attributes or cust

Have configured a Fixed Price Project with Allocation rules to correct recognize revenue. The project task specifies the same Non-Billable WIP Account as the allocation rule. When project billing is run the allocation transaction(s) are reversed correctly. I note that 100% of the allocation is reversed with the first billing regardless of the Completion % and invoice amount. I presume there is no apportionment possible?My problem is that if I have two Revenue budgets and project billing runs on one of these, then although the allocation transaction is on the same task there is no reversal. Even when the entire project is 100% complete/billed there is no reversal. The PM allocation transactions can be reversed manually. Is this correct behavior of can allocations somehow be reversed in this case? 

StepsCreate the purchase order for the non stock item created for FA purchases. Enter the PO receipt Create the AP bill Convert purchases to Fixed Assets Assign the PO to the already created FA Release FA transactionsI followed above steps to do the FA purchase and to convert the Purchase to an existing Fixed Asset. But even after releasing the transactions, the PO details, receipt details, bill details are not getting automatically updated in the designated fields. Has anyone faced the same issue? Is there a way to get the above issue sorted?  

Hi,I’m having an issue with a customisation.  Not sure if this is relevant, but this is the first customisation I have done in build 2022. All previous have been in 2021 builds and I haven’t seen this issue before: I have a processing form.  When I Update all, after approx. 4 seconds the dialog below pops up The processing form keeps running until it gets to 18 seconds, and then freezes.  Any further interaction with screen results in a request to reload the page  I think that the screen expirying is probably due to the debug message.   I have tried, click “yes, debug wp3.exe” with the following result:Clicking “New instance of Visual Studio Community 2019” results in the below:  Also, when debugging in Visual Studio, after approx 4 seconds I’m getting:Everything appears to be behaving normally up until this point eg. I can set break points, and execution stops on these as per normal. Thanks in advance for any help on this.JOhn.

I need to populate all the “S - Service items” which are in inventoryitem table (related Sql is below). How can I customize it?select *from inventoryitemwhere ItemType = 's';-------------------------------------------Used Acumatica version - 22.111Used data set - I100No customizations published

I create a customization project to add few fields to several screens including sales order screen, then I need keep these fields as any time editable (in every state). So, I customized the SO301000 (Sales Order) workflow. I do that inhering the existing workflow. Then custom fields become editable,but the default fields turn uneditable in every states. Then I Remove the newly added workflows and enable the default workflows. but the fields still uneditable. Then I delete the whole SO301000 screen from the customization project. Even now default fields are uneditable. SO301000 screens returns back to the default behavior when only the whole customization is unpublished. I Tried with “Publish with cleanup”. It also not works for me.  

I was hoping to get my field service reps in a position that they could essentially place orders through Acumatica, and admin would have an approval workflow to review and approve the order into production. Native Acumatica sales order module is just too many steps for the field reps to have to do  Currently, they just have an app where they select a customer, a product, and the quantity, and that order request gets emailed to the respective admin team. The hope is that there’s native functionality in acumatica that can replace our current app. Anyone have any insight? CRM module possibly? 

I created a snapshot using the option of “Settings Only”I created a new tenant.Imported the snapshot and restored it.I have stock items in my new tenant.  I was expecting to only see the settings in the new tenant, not data.Any thoughts? 

Hello,what could be the problem if $LineNbr does not appear in Variables? here, I manually typed it in the value then it results to list of 0s. someone please help thanks! 

Once a reason code is used in a transaction; it becomes a permanent record.  Need the ability to deactivate reason codes; especially those used for special one time purpose.  

Using the ACH plug-in and it has worked fine for payments to vendor checking accounts. Now they are attempting payment to an employee savings account. When NACHA file is uploaded to bank, it becomes a 0.00 prenote to checking account. I’m communicating with the bank, but they’ve not been able to resolve. Anyone have an idea of why this would happen? 

Hi everyone,I’ve successfully built a dashboard in Acumatica for Employee Timesheet Status Reporting that includes the following features: Widgets: Four widgets showing the current week's timesheets categorized by status: OnHold, Pending Approval, Rejected, and Approved. Widgets are color-coded: Red for OnHold, Pending Approval, or Rejected if there are hits. For Approved, Red if there are no hits and Green if there are hits. List View Widget: Displays timesheets for the current week plus two additional open business days. Filters out timesheets that are Approved or Released. Allows managers to drill down into timesheets for additional processing. Now, I’d like to add a restriction so that managers accessing the dashboard can only view timesheets of employees reporting to them and no one else.What I Need:Step-by-step guidance on how to implement this restriction within Acumatica. I understand that this might involve: Adjusting the Generic Inquiry (GI) for the dashboard. Addi

Hello! I am trying to get these fields on the SO screen into a GI. However, even though there are data shown in here, I was not able to get the Dropship PO Status and Dropship PO Line Nbr to show up. I checked in SOLine DAC and it says the fields are “nonexistence in DB.” What does this actually mean? If I am seeing data here why am I not able to pull them into a GI?   Thanks in advance! 

Is there a way in a Generic Inquiry to pull the Enter Record Notes that have been entered either on the SOOrders or SOShipment screens?Our customer service team puts notes in these field and it would be helpful to pull those note in a GI.Thaak you! 

Hi, We have a large number of Warehouse locations (over 500) and at present we are having to manually Transfer Receipt Transfer Orders into those warehouses.  Is there a way of completing these Transfer Receipts in bulk (same as Confirm Shipment) or an automated process that can be scheduled? Thanks in advance, Ben

Does any one know how to reverse a Landed Cost? We had an entry with a clerical error and the amount was incorrect. Now inventory is overvalued and we have the amount sitting in the accrual account. The AP bill should address the accrual balance but will create a credit on the P&L variance account. Not sure how you address the inventory valuation. So looking for ways to edit, delete or otherwise correct the LC transaction. 

Is it possible to have a part default in the configuration?  We have a client who uses the same door 95% of the time but needs the option to select a different door.

Hi all,     I have created one simple business event with generic inquiry (AM3010PL - AM-Labor) which is already available in the acumatica, but business event is not working while adding (active) the below highlighted condition in generic inquiry .Screen shot is attached here. if we are not adding (Inactive)  highlighted condition , then business event  have been triggered.Any ideas on why this business event not trigger while adding below highlighted condition in Generic inquiry?  

Hi Guys, How Can I print a Tick Box in My Reports, ie ☐   I can add this symbol to my Steps in BOMbut the PX.ReportViewer.axd  removes it, or does not display it?  even printing to a PDF it is not Visual?any help appreciated!

Is there a report to print a carton content label for orders being shipped.This report would would show each shipping carton / pallet along with the item and quantity for each carton / skid. Example:Carton 1Item 1 qty 300Item 2 qty 500 Carton 2Item 2 qty 500Item 3 qty 75 Thank you

How to get production URL end points?  The documentation leads us to UPS developer site.  I have spent an hour trying to figure out where to find the URL Endpoints.  Can someone please help!  Thank you

I am currently configuring an Email Account with Office 365 OAuth.I also configure an Api on Azure, create an External application to authenticate the email account.When I Sign in there is no problem, but when I run the Test this is the error that keeps showing.IMAP and POP are also enabledAPI Permisssion is selected  What else can be?