Solved

I have been asked to create an Activities tab on the Service Orders screen.  The customer doesn’t need everything that is on the Projects Activities tab, but I thought it would be a good place to start.There are several Acumatica screens that have an Activities tab.  I’ve looked at the graphs for them and they each point to their own respective tables.  It doesn’t look like there is a default table(s) that is used to house Activities.  The ASPX looks very similar in them, but the code to drive them is definitely different.I can only imagine that the Activities tabs on the various Acumatica screens utilize common code for events.  It seems like if I add the ASPX from one of the existing screens and tweak it to remove the things I don’t need, I would still have to create my own SQL tables and DACs for this.  I am at the “can this be done reasonably easily” phase.  I need to know if this is a feasible thing to do so I can go back to the customer and give them a quote for the project.  I d

Hello,I was wondering if there was a way we could have the Activities Tab on the Customer Master sort by Start Date “Descending” by default.  That way our sales team doesn’t have to do that to see their most recent activities every time they open the Customer Master screen. 

Is there a way to add a rule that is applicable to bills for a new vendor? 

Hi All,Are there any guidelines/recommendations around custom DB Triggers in Acumatica tables that would help me assess whether it is a good or bad idea to add them?I have another team at my company that develops custom web application that integrates with Acumatica.They need fast sync of data from and to Acumatica, and they have already built a process that relies on LastModifiedDateTime of a record (such as SOOrder, SOShipment, InventoryItem, etc).What they don't like is that LastModifiedDateTime seems to be calculated by the code, not assigned by SQL, and this makes rear cases when record updated later can get LastModifiedDateTime which is not the most recent one.To "overcome" this issue they want to add new custom DateTime fields in Acumatica tables and add triggers that will populate them as soon as update/insert has happened.I’m looking to hear from community about pros and cons of this type of changesBest regards,Andrey

How do I enable a document-level discount code for a Customer that must be manually entered on a Sales Order?I created a Discount Type (Group), a Sequence, and applied it to my customer. Now it auto-applies this discount on every sales order for that Customer. I just want it when it is asked for directly by the user. I assume I’m just overlooking a toggle somewhere. Thanks!

Hi,Is there a report in Acumatica that show a summary of payment and by types made for a select period of time?Thank you.Raymond

Recently came across a webinar on YouTube regarding Avalara integrations hosted by Evgeny Kralko from Acumatica:  I’m reaching out because we’re facing a challenge with our tax reporting. Specifically, our customers require detailed line item taxing information for audits, and we currently use Avalara for tax calculations. However, it appears that Acumatica may not store line item taxing details, although we have seen this feature available in other systems.Could you confirm whether line item taxing details are part of Acumatica’s roadmap? If not, are there any known workarounds that we might implement to achieve this functionality? We have a team of in-house developers who could assist with this.Thank you,Anna  

We send out a survey to our customers when a case has been closed and currently, the survey is sent every time the case is closed. So if someone reopens a case then we close the case again it sends them a second survey. To try and get this to happen only once we tried creating a custom field checkbox called do not send survey but we want this field to be checked by a business event once the case is closed. I tried setting up this business event but wasn’t sure how to get the field to auto-check as we want this to happen on record change and the import scenario is not available on that type of event. Any help would be greatly appreciated. 

Need to add a new column to the Details tab of the purchase orders screen and display the item class (ItemClassID) in it. item class belongs to InventoryItem DAC. in the Details tab use a View called Transactions, but that View didn’t contain the InventoryItem DAC,public PXOrderedSelect<POOrder, POLine, Where<POLine.orderType, Equal<Current<POOrder.orderType>>, And<POLine.orderNbr, Equal<Optional<POOrder.orderNbr>>>>, OrderBy<Asc<POLine.orderType, Asc<POLine.orderNbr, Asc<POLine.sortOrder, Asc<POLine.lineNbr>>>>>> Transactions;so, I need to override this, View. I just need to add this column to the Details tab, other functionalities should keep same. I create a Graph extention and create a View with same name, Transactions as bellow.  public PXSelectJoin<POOrder, InnerJoin<POLine, On<POLine.orderType, Equal<Current<POOrder.orderType>>, And<POLine.orderNbr, Eq

I forgot to lock the period for AP and there were some transactions posted AFTER the cash reconciliation was completed.Is there a report that can be run to see what entries were made after the cash recon was completed? 

Hello Community,I just have installed a new Acumatica instance, but I am not able to login as it shows the following error messages: And the logs for this are: i tried to restart my DB, still not able to resolve the issue

Good day,I developed a Dashboard for my Sales Director.  However, when make changes to titles, filers, etc..  He is not seeing the updates/changes on his dashboard.  He has access to the dashboard.  None are locked.What can I do to make sure that changes are sync so he see the updates and changes.  ( We I move a tile, it doesn’t change for him or update the filter.)  The plan is to set-up access for the Salespersons next.The dashboard owner is the Administrator Role.  His role is granted access.Your assistance is greatly appreciated.  Thank you@Evan G 

Would like to change the standard cost on a stock item, but we get the following error if there is a quantity in inventory.  I believe there is no away around this other than to adjust out inventory, make the change, then adjust it back in.  “IN Error: There is non zero Quantity on Hand for this item. You can only change Cost when the Qty on Hand is equal to zero” Is this correct?

Hello,I have created some custom validation fields that are specific to an order. When I conducted my testing, it brings these fields over. I figured out how to disable the native ‘Copy/Paste’ functionality, lots of good information here from the community on that, however, sales orders have one other option- ‘Copy Order’ action. I have tried field defaulting, field updating, and row inserted  event handlers. None of them trigger to nullify my target fields. I have looked through the source code and tried to attach to the IsCopyOrder attribute, which I think would work- but I don’t think any of the events are firing.. any help would be great. One of the ways I have tried doing it below- it prevents the Copy/Paste perfectly, but no luck with the IsCopyOrder side of it. protected void SOOrder_UsrBlyReviewedBy_FieldUpdating(PXCache cache, PXFieldUpdatingEventArgs e) { if (e.Row is null) return; var row = (SOOrder)e.Row; if (Base.IsCopyPasteCo

Is there a process that allows us to create a shipment document out of a return to vendor? Once the “return to vendor” process has been completed, our warehouse needs the ability to physically ship the products back to the vendor. We are currently using the ShipEngine integration and therefore would need a Shipment document created so we can create the shipping labels for the return.

Has anyone out there developed a functional supplier scorecard highlighting delivery, lead time, cost, etc.? We are only 6 months into our Acumatica journey, so have plenty to learn but thought I would reach out to get a little direction to start this project. 

Is there a way to directly invoice non-stock items through a Sales Order without creating a shipment? We have non-stock items that are job specific and need to be on the Sales Order. These non-stock items are not tangible products and do not require shipments.  We would prefer to steer clear from creating fake shipments and invoicing through AR since we would like to have a document that is connected to the specific Sales Order.  Thank you!

Hello,From the Cases screen, we added a selector-type attribute to connect to the equipment screen as a UDF.  The value shows up in a GI OK, but when I try to join on the value, it does work. The below join should be working, but it’s not. I can’t find the value in the CSAnswers table for this type of attribute. Anybody know where the selector attribute value is stored? 

Would like to print blank forms and reports to be used for ISO documentation.For instance, print a sales order confirmation form, but with no actual data on the form. I believe we’ll be printing these to PDF and blanking out the displayed values using a PDF editor. Any thoughts?

We are implementing Acumatica. We have about 100 machines grouped into 5 work centers. A typical production order is about 300 pieces and typically runs 2-4 days. The issue we are having it that as we test scheduling it is spreading the work from one production order to all 25 machines in the work center. It is there a way to keep a single production order confined to a single machine without turning the all 100 machines into individual workcenters?

Hello all,I created a few SQL views in a test environment and uploaded them to a customization project to create a new DAC. Everything went well, and I was able to access the data through a generic inquiry as intended.Moving the scripts to the production environment and creating the project there resulted in success and no issues.Now, when I select the table in the GI, it shows up, and all the fields appear under the results grid. However, when I go to actually view the inquiry, it is completely blank except for the hundreds of pages and thousands of records indicated at the bottom of the inquiry.Any insight into what is happening and potential fixes?

Hello all,I have a need to override “OnPersisted” method (actually I don’t to be called at all) in a drived class from EPApprovalList (a few level of inheritences) but no matter what I do it still gets called. First I tried to override the method itself. The override method in my custom class gets hit when I trace. In my override I just have one command which is “return” but still the code in the base class somehow gets executed (I am guessing because it is in fact an event handler so the base code is already executed when gets to the override). So I decided the remove the handler when class is initialized. I took two approaches to remove the handler. the codes seems to be executed successfuly as when I trace I do not receive any error and it seems to dp what I want but again I am not sure why still “OnPersisted” methods gets executed. Long story short how I can prevent this method from being executed. Here is the related portion of the drived class I have.using System;using System.Col

Hello Community, I am working on a project to create a sales order based off of a receipt (RMA) of a shipment. I am relatively new to Acumatica Development side and just had a few questions. I believe I have my action added and code that will create the SO document and I am ready to populate those objects, however, I am unsure on how to reference the data in the shipment record. I essentially need to copy the line items to a sales order with the transfer type. How would I reference the shipment record in the code below? Thanks in advance. I understand the code below may not be accurate, but I am mostly just noodling through this as I learn much better through doing and then fixing my mistakes as I go.  public class SOShipmentEntry_Extension : PXGraphExtension<PX.Objects.SO.SOShipmentEntry> { #region Event Handlers public PXAction<PX.Objects.SO.SOShipment> CreateTransferSO; [PXButton(CommitChanges = true)] [PXUIField(DisplayName = "Create Tr

Is there a way to set a condition in Acumatica’s GI editor that will filter down to only unique results for a given field? in this case I have a report I created that pulls contacts with specific fields filled out and one of the fields in the results is the “Full Name” or Account Name; I would like to only have one result per Account name.I am doing this to try to parse out some KPI Data for management, they want to get the number of accounts that each sales rep has at least 1 Contractable Ingredient with out of a list of their total accounts in their possession. so even if there are 5 contacts with 5 ingredients we only want to see one of them for counting purposes.

Hi All, I have created a new grid screen which uses the same SOLine DAC and used views are as follows.public PXSave<SOLine> Save;public PXCancel<SOLine> Cancel;[PXFilterable]public PXSelectJoinOrderBy<SOLine,        InnerJoin<SOOrder, On<SOLine.orderType, Equal<SOOrder.orderType>,            And<SOLine.orderNbr, Equal<SOOrder.orderNbr>>>,        LeftJoin<InventoryItem, On<SOLine.inventoryID, Equal<InventoryItem.inventoryID>>,        LeftJoin<AMProdItem, On<PX.Objects.AM.CacheExtensions.SOLineExt.aMProdOrdID, Equal<AMProdItem.prodOrdID>>,        LeftJoin<AMBomItem, On<AMProdItem.bOMID, Equal<AMBomItem.bOMID>,            And<AMProdItem.bOMRevisionID, Equal<AMBomItem.revisionID>>>,        LeftJoin<AMBomOper, On<AMBomItem.bOMID, Equal<AMBomOper.bOMID>,            And<AMBomItem.revisionID, Equal<AMBomOper.revisionID>>>>>>>>,        OrderBy<A