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Hi All, I have a requirement as given below,We have an API to integrate data from customer website into Acumatica. The API will create new Customer and Sales Order in Acumatica. In addition Payments will be created and attached to the Sales Order if provided. We now have another custom field added called ParentKitID in sales order line which needs to be updated from the API. How do I achieve this, I have already configured the endpoint in Acumatica for the field.Any help would be appreciated, thank you!

Is there a project summary table by period?   Currently using PMTaskTotal  for a backlog GI but it is project to date and I am looking for a summary table by period.     

Hi, I’d like to extend the InventoryAllocDetEnqResult DAC which provides data to the grid on the ‘Inventory Allocation Details’ screen.I’ve used the following code to extend the DAC and extend a method on the graph.public class InventoryAllocDetEnqResultExt : PXCacheExtension<PX.Objects.IN.InventoryAllocDetEnqResult>{ public static bool IsActive() => true; #region UsrUOM [PXString(10)] [PXUIField(DisplayName = "UOM")] public virtual string UsrUOM { get; set; } public abstract class usrUOM : PX.Data.BQL.BqlString.Field<usrUOM> { } #endregion}public class InventoryAllocDetEnq_Extension : PXGraphExtension<PX.Objects.IN.InventoryAllocDetEnq>{ public delegate IEnumerable<InventoryAllocDetEnqResult> CalculateResultRecordsDelegate(); [PXOverride] public IEnumerable<InventoryAllocDetEnqResult> CalculateResultRecords(CalculateResultRecordsDelegate baseMethod) { IEnumerable<InventoryAllocDetEnqResult> p = baseMethod(); foreach (InventoryAllocDetEnqResult

We have a client with a configurator with lots of attributes. The key format is currently set to Formula. There are so many attributes, they want to change to a system generated key format to be more usable. But when copying an existing configuration, there isn’t an option to change the key format on the newly created configuration. Does anyone know of a way to change the key format either on a new or existing configuation?

 My simple, first Import by Scenario import fails but there is no error message.  I’m not sure where to look. Where do I look? Thanks, Tom

Yes, I’m having the same problem I had here:I have the simplest processing screen and I cannot get the delegate to fire.  If you select an item and click Process, it DOES SOMETHING, but the delegate does not fire.When I select the first item in the list and click PROCESS, the screen changes and shows just the item I selected:I used a PXProjection and added a selected checkbox to the INKitSpecHdr tableusing PX.Data;using PX.Objects.IN;using System;namespace Cummings{ [Serializable] [PXCacheName("INKitSpecHdrProjection")] [PXProjection(typeof(Select<INKitSpecHdr>), Persistent = true)] public class INKitSpecHdrProjection : IBqlTable { #region Selected [PXBool] [PXDefault(false, PersistingCheck = PXPersistingCheck.Nothing)] [PXUIField(DisplayName = "Selected")] public virtual bool? Selected { get; set; } public abstract class selected : PX.Data.BQL.BqlBool.Field<selected> { } #endregion #region KitInventoryID [PXDBInt(BqlField = typeof(INKitSpecHdr.kitInventoryID))] [

In this report if i select the document type as “Credit Memo” and a Ref Nbr related to that and run this report, I want to output a different report(Credit Note Report) that has the same parameters as this. If i select “Invoice” doc type then i want this report(Sales Invoice Report) it self to output. Is that possible to do ? If so then how ?Thank you in advance! 

My company is wanting to add a non-stock item/expense, in our case Lab Testing Cost, to the Bill of Materials for all our items we have tested, so the cost of the testing is applied to each lot of an item.  We plan on then entering a Purchase Order for the Lab Testing expense and then “receiving” it in order to create an AP Bill to attach a payment to.  My problem is Acumatica is asking for an Expense Accrual Account for the Lab Testing Cost, which I don’t think I need because we are entering the Purchase Order instead of an Invoice. Is there a way to not need the Expense Accrual Account?   

Is it possible to display the discounts created by line level discounts from the sales order on either of the invoice printed documents?

Hi all,After configuring as above, but PROCESS ALL  not filter data in condition and filter values.I haven't found the cause yet. Has anyone encountered this problem, please help me!Thank you.  

Hi,Is it possible to change the post period for an vendor bill after it has been approved?Thank you.Regards,Raymond 

Outside of Approval Maps, is there a way to restrict Users to post their own Transactions (without Review from others)?I think Approval Maps is probably the best way to go, but wondering if anybody encountered this before and solved it? Thanks!

Hello all,Trying to build something based on a concept from a great session at Summit 2024 - open to any ideas on this.Goal: Capture the value(s) from fields presented in a workflow dialog box and present them in a generic inquiry.I created the dialog box within a custom Case workflow in Acumatica CRM. The dialog box has 3 different prompts, all of which I would like to capture.The mission is to join that dialog box info with the PX.Objects.CR.CRCase DAC. I believe this is possible based on @Doug Johnson ‘s session :) but I can’t seem to find details on how to configure this when I check the documentation, but I might be looking in the wrong spots. Investigation so far:If I try to inspect the element (1) upon launching the dialog box I see that the business logic is part of CRCaseMaint. But if I attempt to (2) View Data Access Class Source ….   I get crickets:  So, if they’re not here, where can I find them, and then join them to the Case in a Generic Inquiry?Thank you for any input.Ar

We’d like to “Update Matrix Items” with the attribute values that we’ve added to our Template Items. We learned, after selling some items for free, that it also over-writes the default price with the 0.00 from the Template. Our Matrix Items represent sizes and are each their own price, so we’d like to NOT update the price when we use the “Update Matrix Items” function. Is this possible?

Are the Aatrix services integrated with Acumatica confirmed as compatible with Acumatica 2024 R1?  Who has upgraded to 24R1 and continued to use the integrated Aatrix services without issues?

Hi We are having some internal issues regarding timecards approval status. Our approval status itself works fine, but once the employees time is approved, we would like to limit the possibilities to put the actual timecard to hold status.  Our final step in the approval process is the finance department, and once the timecard is approved, we would like to disable the hold button, exccept for members from a specific group in our company tree.  Is that possible?

Hi,i’ve had a few customers ask me if there was a calculation function within acumatica to add things within the amount field.  I wasn’t sure if anyone had seen this before? Thanks!

Hi all. I am currently working on a scenario to remove a specific product from the Related Items tab. Although I have developed a method that successfully deletes a line, it unfortunately only removes the top line and does not allow for specification based on the Inventory ID. The product in question is associated with multiple products and appears on various lines within these entries. Any help on this would be appreciated. Thanks 

Hello. I want to create a dataview in my customization in order to get these data.In the invoices form, From the credit memo type i want to get its detail total and then go to the application tab and select its invoice and get the Amount from the invoice in the Invoices and Memos form.I need the detail total from this credit memo And then i will go the applications tab and go to its invoice.And from the Invoice form i need to get its Amount.How can i write this into a query where i can create data view for my customization?I have created this relationship joinin using the report builder for my report but i am unable to come up with the written query for this. Please help!JOIN 1JOIN 2I simply need the written dataview query of the two joins. Thanks in advance.

Hello all,I have been trying to limit the access to one of the User Roles but it looks like it is not getting applied.eg: I am looking to restrict the access to the “Pay” button in the Invoices & Memos (AR30000) screen for a particular user role to View Only or Revoked. I tried the following : Access Rights by Role screenWhat am I missing here?

Is there anyway we can maintain the supplier warranty for the items we purchase. Items would be tracked using the serial numbering method and need to enter the warranty at the purchase receipt stage And once the supplier warranty period is over needs to get and notification. How can we facilitate this? PS: These item are not equipment or Fixed Asset.

Hi there,I'm new to this platform. I've been given the task of exporting data from my third-party C# Winforms application to Acumatica ERP. I believe this can be accomplished using the APIs provided by Acumatica, but I'm not sure where to begin.I would appreciate it if you could provide me with a starting point or some sample code. ThanksRahul

I’m not sure what this error means. The production order is for 16 and I am trying to input that we made 15 instead of 16. This scenario worked in our test tenant so I’m not sure why it’s not working in the live tenant or which “control point” it is referring to. 

Hello all,Getting this error after the latest update.** Exception: Inventory Planning Error processing First Pass Detail. Type = Inventory Planning Requirement. Inventory ID = BLNK-22X64-29- GL. siteID = GST. Plan Date = 4/17/2024. Stock Qty = 880.0000. FP Record ID = 4368. BOM ID = BOM011160. Object reference not set to an instance of an object.We can delete the BOM entirely but it will just error on the next one.  Here are shots of the trace log. Thoughts?  

I am having the following popup when trying to access the customization project screen.“The current user does not have access to the AU201000 screen”We are having trouble locating the authorization needed to access this area.Anyone have any ideas.Thanks