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Hello, I need to give edit access to Invoice->Financial->Customer Tax Zone (see screenshot below) to a role. I cannot find the node in Access Rights by Screen that controls this field. Can anyone help? Can anyone help me with how to navigate to an access node with a known field?  

We are looking to set the Manual entry checkbox as true by default in our customization but when we do this it causes an error on the convert to opportunity dialog box on the leads page as it is looking for an amount but none can be given as that field doesn’t exist on that dialog box. We are looking to add both the manual entry check box and the amount field from the opportunities form to the lead dialog box, but they do not appear as available fields when trying to add them. Is there a way to add these fields to the dialog box?      

A client of mine recently purchased the database backup subscription, which should allow us to access their backups. But I’m unsure where I go to access them. Haven’t found any instructions. Anyone know? 

I’m trying to override the GetRequiredPrepaymentEnabled method on the CreatePaymentExt graph extension.I’ve multiple methods, but have not been able to get it to work so far. Heres a screenshot showing ,my latest attempt.  

Can someone help me with the joinin to get the Approved Employee from this screen ?I want to get the approved employee related to this Refnbr. I tried so many ways but none of it is working.This is the joinin that im currently using in my report schema builder.Also the dac mentioned in the inspect element of the approved employee is hidden. Therefore i am trying to get it through its base dac which is EPEmployee. Also once the record is approved the name and id goes to EPApproval dac. How can i navigate from APPayment to EPEmployee/EPApproval in order to get the approved employee name ? Please help!

Hi! I’m trying to delete specific Vendors from the Stock Item / Vendor tab. I have an Import Scenario that will Delete a Vendor but, only when it appears at the top of the list. How can I set the Import Scenario to search all attached Vendors and Delete the specified Vendor Id? I have 9200 of these so really not wanting to do them manually.    

Is there any documentation out there that describes all of the target objects and field/action names for import mapping? Also the reasoning behind some of the actions? Thanks!

We have backflush on some material in the prod detail, but when we do the Move transaction on that operation, a material transaction does not get created - and the material does not get issued. Anyone have this issue?

Build 23.212.0024A number of users are asking why the “Enter PO Receipt” button remains visible on a PO even when all stock item line quantities are covered by existing PO Receipts.Since it isn’t possible to easily see the existing PO Receipts for a PO, users can mistakenly create another PO Receipt. Quantities will be zero on the new (duplicate PO Receipt) but why allow it in the first place from the PO?Thinking there must be a good reason but can’t think of it. Any ideas?The SO workflow, as a comparison (which I would assume to be similar), doesn’t allow you to create shipments when all line quantities are already on shipments so why the difference? Another difference is that shipments created from the “Create Shipment” button on the SO are created and saved automatically whereas PO Receipts aren’t saved until you click the save button.

Hello, Working on report designer SO643000.rpxI have been looking through a few solutions on the discussion boards about adding the Shipped Qty as well as the Open Order Qty onto the Invoice without duplicating lines or having the whole report error out. None of these solutions have worked for me so far. I have tried the following connections:ARTran-SOOrder  & ARTran-SOLine \\\\SOOrder-SOLine \\\\ARInvoice-SOOrderShipment & SOOrderShipment-SOOrderLine None of these three solutions has worked out. I either get duplicated values or the whole report errors out. Does anyone have more suggestions? Thanks,Megan

Hi Team, Is there a way to approve a particular documents in acumatica using email without navigating the approvals screen in acumatica ? Thanks! 

Hello all,How can I display line level or header level notes in Acumatica mobile app? I have created a gi to display the notes, but it doesnt display in mobile app.

my pxselector like this: [PXSelector(typeof (Search<ARDeliveryHeader.refNbr>), new System.Type[] {typeof (ARDeliveryHeader.timeDeliver), typeof (ARDeliveryHeader.stauts), typeof (ARDeliveryHeader.deliver)})] and data access class like this[PXDBTime(DisplayMask = "t", UseTimeZone = false)][PXUIField(DisplayName = "Time Deliver")]public DateTime? TimeDeliver { get; set; }

Hi,Our client has reported an issue where the system suggests the correct spelling for misspelled words. However, when the correct spelling is clicked, it does not update at the transaction level  I've observed that when the same action is performed in a note, the system automatically corrects the spelling error.  Does anyone know how we can resolve this issue so that the spelling is corrected at the transaction level as well?

but I cannot filter it. I use this : =Report.GetFieldSchema('Contact.ContactID,CustomerID')

this is my code in open opportunity screen. I can get on screen but it doesn’t save until change value in ui. if I don’t change any value on screen and leave the screen, the data is gone 

I need to load Invoice numbers related to a specific customer. How can i achieve this? I am passing ‘ARInvoice.RefNbr.CustomerID’ in the report designer parameters but no invoice numbers are displayed. Please help!Report Parameters 

Is it possible to put in a condition to not display a text field in the page header section if the results is in the detail section?I have tried different conditions but it only seems to work when I put the condition in the details section, but this results in the text field being added per line. So when I run the report and there are no lines to display currently the heading still displays:  here is an example of when there are lines to display:  

Does anybody know a way how I could get dunning letters and invoices to be sent automatically to different email addresses of the same customer?

Each time I try to open or create new generic inquiries, I get the message:Value cannot be null.Parameter name: PXCacheNameAttribute Any ideas on how to fix this? 

I have a GI which I would like to show a column with not only the date, but also show two columns with the Year and Month part of the date. I have tried using =CSTR(Year([ARTran.Date]), =CSTR(Month([ARTran.Date]), =Year([ARTran.Date]) (using the formula editor for the last one), but the column, sadly remains empty. I am not using it as a filter, just need the two added columns.

I try to file the 1st sales tax in Acumatica, but it always auto-updated with future tax period while the old period is still open. Ie: I tried to close HST return period  from Mar 01-May 31 2023, but system always give me the HST period for Aug 2023. I tried reset the tax period. It didn’t work. Could you advise how should I do to proceed the May HST report. Thank you.  

Hello all, I have a scenario that I need to override a method which is used inside a Transaction Scope in the loop. Assume the method I am going to override is public virtual GLTran TheMethod(Batch batch){ //Do stuff return tran;}The way the method is called is public virtual void TheReleaseDoc(JournalEntry je){ // Some loops and stuff here foreach (Something) { // Do more stuff GLTran tran = TheMethod(je.BatchModule.Current); je.GLTranModuleBatNbr.Insert(tran); } // More loops and stuff here}I know I can initiate a new graph instance or use EntityHelper and then from the created graph instance access the viewes or methods BUT what I need is to access the same instance of the graph “je” from “TheMethod” to insert a copy of the “je.BatchModule.Current” and “je.GLTranModuleBatNbr.Insert(tran)” from inside “TheMethod”.Is it possible to access a data record current instance of Cache and Graph? If yes, how can I do that?

Hello,Created a GI and added all of our data fields.  Inquiry loads perfectly fine.  However, we can’t search the data field “InventoryCD_Description”.  When I try to check the box that says Use in Quick Search, it doesn’t let me.  Any idea why?    

Hello community,Where can I see monthly gross profits for projects? If we dont have any data views created for this, then which fields shall I consider to check the numbers?Thanks.