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A lot of the goods our company sells are TLKs - Top Level Kits, essentially bundles of items that are purchased and stocked separately, this means that a lot of the goods we actually sell are non-stock items, made up of various stock items.I want to make a screen that shows the TLK and it’s components in an easily readable fashion. Ideally, the screen would look something like:[row 1] TLK1 Description price etc[row 1.1] component1 Comp1Description etc[row 1.2] component2 Comp2Description[row 2] TLK2 ~~~[row 2.1] ~~~and it would repeat that for each item. If the item is a TLK then underneath it it would have extra rows showing details about all of its components. Basically, like a join between InventoryItem and INRelatedInventory, but being able to access all the data from both the TLK and its components. I’m pretty new to customization projects, and this is my first time attempting to make a new screen with one, so any help would be appreciated. Acumatica doesn’t seem to let you put a

When a service order is generated which requires parts that are make to order, how does Acumatica generate demand to build the product. Make to order parts on sales orders can be seen in the create production order screen, but I am not seeing make to order parts from Service Orders.Our situation is that customers with service contracts get replacement parts on a regular cadence.  The schedule generates a service order with the make to order parts on it.  The parts on service contract are make to order because they require the production team to assemble and program them.In our old system we had a person constantly entering these service contract parts orders and releasing production orders.  Trying to streamline in Acumatica.ThanksPeter 

How can I use the most recent currency rate for a calculation in a GI. The currency rates are constantly being updates so when the field is pulled in a GI it is pulling all the effective rates instead of just the most recent one. Has anyone had experience with this/been able to use just the most recent currency exchange rate? 

Our purchaser often receives new pricing for items and we would like to update the cost of goods before we place a purchase order. I understand that last cost of goods is updated upon the inventory receiving process, but how can we update costs without placing a purchase order?Most of our items are FIFO and I see that “Last Cost” is an editable field. Is that the best way to update costs?Thanks!

 Hello! I am new to customization so I apologize if any of this is hard to follow or a strange approach, I am actively learning and very open to input.  Also, please ignore the title as my original post was a bit of a rabbit hole question regarding a misstep I took in solving this issue. My issue is in regards to seemingly hidden business logic that I cannot make sense of. I am currently attempting to add a contact selector to the Shipment (SO302000) that allows me to select a contact and updates the Ship-To-Contact area of the form. In my graph extension, the fields under the ship to contact area are getting updated by those of the contact I choose in the top right. However, this interaction only works when the "Override Contact” checkbox is ticked. I attempted to remove the checkbox, however that makes the fields in this area all permanently disabled. I am confused by this behavior as it seems to me like removing the checkbox should remove the enable/disable behavior of this area, bu

Customer is finding large number in there daily ERP transaction count on their Process screenCan someone confirm the ERP Transaction count in the example belowcustomer is running create shipment on a automation schedule of Proess Orders every 10 min there 173 - 175 records shown on history for each process - see below there are 171 -172 records that have a warning an do not create shipmentQuestion:  are the 171 - 172 records processed each 10 min but do not create a shipment considered in the ERP Transactions count? 

I have an appointment that was completed by our field service team.  It shows completed in the Appointments GI, but when we go to select it we get an error that completely prevents us from opening the ticket.  It looks like a field reference error, the issue is we cannot get into the Appt anymore to troubleshoot.  Any ideas? 

How to get OData in Client Timezone through Generic Inquiry??In a databse it is store in UTC

Hi,I need to remove this Inserted cach while keeping the Updated cach as it is.Is there any way to achive this?Thanks.   

Hi everyone!I have a custom popup and I need to clear view’s cache on the popup closing (after clicking on the close button). is it possible to track the window close event?I also found the OnClosingPopup attribute, does anyone know in which cases it is used?[PXButton(OnClosingPopup = PXSpecialButtonType.Cancel)] 

Monday Morning Problem:I don’t know what happened in Acumatica over the weekend, but here is our issue:Service Appointments marked as “Completed” no longer allow us to add new inventory items and “Mark for PO”.This may seem strange that we want to do that, but we have been doing it for quite some time already. We mark the appointment completed when the log is complete and we need the time to go onto the service technician’s time sheet.  Up until today we were able to add items to order on the appointment, and then add a separate log later when the technician returns to install the ordered part.Is there a setting that we can change and allow “Mark for PO” Items to be added? The frustrating pain point that other people have talked about: If we “Reopen” The appointment, we completely loose the tracked employee time in the log.

Hi Everyone,I was wondering if anyone knows the best way to create and import multiple invoices from a single spreadsheet.Context:We have an Excel sheet containing rebates we need to pay to 100-150 customers, calculated at the end of the month. The sheet includes the customer name, amount to be paid, and other relevant details.How can I import each row into an invoice under the company name in Acumatica, instead of individually creating an invoice for each rebate for each customer?Thank you in advance for your assistance.

When cloning an appointment we are getting the following error…this is happening with two different employees and both are current, have schedules generated through the end of the year. Thoughts??  

Hi All,I am wanting to have a Sales Generic Enquiry of the total sum of Opportunity/Quotes converted to Orders by CreatedByID to show which employee have done the action to convert to order?   I am not sure if the logged in user who initiates this Convert action ( different to the Quote owner, or the Creator of the quote)  is recorded, and we can use this field?The Creator of the new converted Sales order is a proxy of who clicked this button when this Convert to Sales Order Action is implemented on the opportunity quote however it picks up Sales orders created directly. I created a GI and looked in both the opportunity, Quote and Sales Order Tables but didn't see a convert field we could use? Or if anyone else know how to report who converted a CR304500 quote to a Sales Order?

I want to Show Date in GI as it is show in Production order detail1. Production Order Detail  In DAC i will use   But in GI it is showing  which is show in GI so i will solve it and show 2:30 which is correct But in Postman it is showing wrong  

we upgraded the version from 22r2 to 23r2. after rebuild the solution while try to open in browser for login page getting the following error.  

Hi there, I am trying to override the address line 1 on Shipment screen by defaulting it to the User Defined Field selection (pointing to Customer table). However, when I got this error when I try to test it: Below is my DAC as well as code for your reference:DAC:using System;using PX.Data;using PX.Data.BQL;using PX.Objects.SO;namespace PX.Objects.SO{ [Serializable] [PXCacheName("SOShipmentKvExt")] public class SOShipmentKvExt : IBqlTable { public abstract class recordID : BqlGuid.Field<recordID> { } [PXDBGuid(IsKey = true)] public Guid? RecordID { get; set; } public abstract class fieldName : BqlString.Field<fieldName> { } [PXDBString(50,IsKey = true)] [PXUIField(DisplayName ="Name")] public string FieldName { get; set; } public abstract class valueNumeric : BqlDecimal.Field<valueNumeric> { } [PXDBDecimal(8)] [PXUIField(DisplayName = "Value Numeric")] public decimal? ValueNumeric { get; set; } public abstract class valueDate :

Hi All, I have this error. What is the problem and how do I rectify itthxDries

Is there a way in which one can use Route Management capablitlies for the delivery of items from sales orders?One can create a service order from the sales order for goods and installation and then create appointments for employees, however, this is for staff and we need it for vehicles in which the routes and appointments can be managed.

Currently we are experiencing an issue in Acumatica - Power BI Integration for a Single tenant of a multi tenant instance. The issue is as follows. Please check the below screenshot.There are 2 tenants in this instance as  Test and Company. The connection for both tenants worked fine until recently. Now only for the Company tenant this above error is getting appeared. I examined all the GIs that have exposed via OData. In every GI there was no any field named DateCreated. There are no any significant difference in between these two tenants.  So can i know what's wrong with this Company tenant that cause this error.    

I am trying to make a generic inquiry of appointments for the current month and past months so I can add a widget to my dashboard of a bar graph on how many hours are being used with each of our customers. I still struggle with making GIs...

I have a client that is testing 2022 R2 and on the appointments screen of field services, they are getting the message that Tax is not up to date however tax is recalculating. This message does not disappear when saving the appointment but when this message appears on the service order, it disappears with a save. I did not see a known issue for this but could have missed it. Anyone know why this is happening?  

I’ve been working learning the Project Accounting module and need some help with setup. I’ve reached out to our partner but also wanted to see if there were any experienced users that would be willing to help me out.My main issue right now is figuring out how to get Project Transactions (labor, material, charges) to post correctly when billed from an Appointment. Service Order Type only allows one Account Group to be assigned and when the Project Transaction is created everything gets tagged to that group. I don’t know if the Allocation Rules would fix the issue because I can’t seem to get it to work like I think it’s supposed to. Thoughts? I really need to get this setup as it would be a big game changer for us.

Hello!I’m creating a service order from a sales order. And to create the service order, I select the require appointment check box for the stock item and to the service. The items entered in the sales order will be shipped from the sales order shipment.But when I create the service order, it shows the stock item line status as require scheduling and ask me to do another item issue when completing the service order as well. But the documents say we are only requiring shipping the items which are newly added to the appointment.If there’s any step or information I have missed? Best Regards Amanda