Solved

I discovered that there is a difference in behavior for import scenarios triggered by a Business Event and by the front end using the "Import By Scenario" Screen. I have an import scenario that works if I use the "Import By Scenario" screen but when applying the same Import Scenario to a "Business Event" as the data source (still pointing to the same Generic Inquiry) and triggering by schedule the behavior is different. Are there known differences between these trigger methods and what designs could cause breaking issues when used with an Business Event?

I have an approval map for PO order total between 5K ad 50K for PO lines having “X” project code.But if there are multiple lines having different project codes, how can I just pick up my lines with “X” project code and add up Ext Cost Amount , if the total of these lines over 5000 then it’ll send it to approver, but if this total is less than 5k no need to go to approver.  

How can we assist our clients in getting the vendor 1099s updated to include amounts from their previous system prior to their migration to Acumatica?Keep in mind most of our clients will not have access to their old systems, nor will they be able to run the 1099s for 2023 year-end.  

Hello Community,We have configured the Approval Maps for the Bills and Adjustments screen and it is working fine. However, the Approver is currently able to see other documents as well. How can we configure it so that the Approver only sees the documents that require their approval? Any help highly appreciated!!

I created a graph from another graph like the one belowSOOrderEntry docgraph = PXGraph.CreateInstance<SOOrderEntry>();but I couldn't insert the data below for the 2022 R2 versionvar relation = docgraph.Relations.Insert();So how can I insert data to the Relations tab in the sales order screen in the 2022 R2 version? It's working in 21 R1 but it's missing in 2022 R2.Do you happen to know anything about this?  

Hello All,We have 5 independent companies.Company 1 - Chart of Account A - Currency USDCompany 2 - Chart of Account A - Currency USDCompany 3 - Chart of Account B - Currency USDCompany 4 - Chart of Account C - Currency VNDCompany 5 - Chart of Account C - Currency VNDCould you please advise me what make the different from choosing to buy a new tenant or a new feature global finance?Thanks in advance,Yên Chi  

This is for End-Plus Billing, we would like to rename the the price discription for this customer. But we can’t seem to change description in Sales Pricing list.Any way to go about it besides creating a new inventory ID code? 

 Is anyone aware of the root cause for the following error message? 'Sales Account' cannot be empty. 'Sales Sub.' cannot be empty. 'Inventory Account' cannot be empty. 'Inventory Sub.' cannot be empty. 'COGS Account' cannot be empty. 'COGS Sub.' cannot be empty. 'PO Accrual Account' cannot be empty. 'PO Accrual Sub.' cannot be empty.  

I am not able to add the default actions to the new grid I have added not sure what is the issue here.I need to add Add, Refresh and Delete actions in this grid. Please see the ASPX code for the reference  

Hi, I created a GL account "999991" in the Parent tenant and attempted to map it to the Consolidation tenant. However, I was unable to locate the corresponding GL account in the Consolidation tenant for mapping purposes.Upon further investigation, I discovered that the Account ID (highlighted in yellow) value differs between the two tenants. Could this discrepancy be the cause of the mapping issue? If so, how can we synchronize the Account ID values to enable mapping between the tenants?  

Hello all, We work on Import Bank Transaction in 2022 R2, and we try to set up Relevance Calculation in the best manner. As I understand there’s two ways to set up Relevance 1. Cash management preferences 2. Match settings. Help section mention that the Cash Management preferences is the one who get priority if there’s no set up for a particular cash account. As you can see below, we’ve tried to put much off the weight on the amount, but the system doesn’t seem to take it into consideration and we can’t adjust directly in the match settings. How can we have 0 as a relevance if it takes amount in consideration?Is there any way to force him to take it into account? Thanks!

I cannot input primary contact in customer. when I type contact and tab to other field, it’s nothing save 

Dear Team,I have created a Custom field (UsrContactPhone) on the Cases screen to display the Contact's phone number.I used FieldSelecting Event to do this. The result displayed the value of Custom field (UsrContactPhone) on the Cases screen, but checking the ‘CRCase’ table on the SQL Database, the Custom field (UsrContactPhone) value is NULL.I think the problem is the return value ‘e.ReturnValue’ is not okay but I don't have a solution yet.I would like data of the Custom field to be saved to the SQL Database.Please help me with the solution ! Best Regards,NNT ==============protected void CRCase_UsrContactPhone_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e, PXFieldSelecting InvokeBaseHandler)    {      if(InvokeBaseHandler != null)      InvokeBaseHandler(cache, e);      var row = (CRCase)e.Row;            if (row == null)            {                return;            }            Contact contact = PXSelect<Contact,                Where<Contact.contactID, Equal<Requ

How do I remove a field from a form ? (See image attached) 

Dear Team,On the Cases screen. After selecting Business Account -> the Business Account box it will display: 'Account ID' - 'Account Name' How to display only 'Account ID' after selecting Business Account ? Note: Acumatica Version: 2020R1 Best Regards,NNT

Before knowing that Template/Matrix Items existed, and how they worked, a number of sets of various related Stock Items were created individually (most with associated BOMs).  For simplification of maintenance and development moving forward, I would like to convert these existing related Stock Items to Matrix Items.  Is there a prescribed methodology for doing so?

This is a question for partners and users of Acumatica Field Service. Currently, when an appointment that contains canceled lines is cloned, the created appointment (the clone) gets all lines copied except for the canceled lines.As users, is this the result you would logically expect? If not, what would you expect and why?

Hi I created our third subaccount segment, it’s a product subaccount ideally linked to inventory item.When I create a sales order and sales invoice, I see all 3 subaccounts generated Channel-Customer-product. However, even though the item is invoiced, no issue was created. Usually this is an automatic process but I had to manually look up that issue and when I click release, it has an error, saying Product of subaccount does not exist.I’m not sure where Acumatica pull the subaccount from.Here is the screenshot of the customer and inventory ID subaccount:  

Trying to create a mass import scenario to change existing location IDs to new location IDs. I want to retain the history of the location so I don’t want to create new locations. In the import scenario, there isn’t an option to Change ID like there is for stock items, warehouses, etc. Once I map to the key field, is there a way to change the ID? Or is there a way to do this directly from the locations table upload feature? 

Hey everyone! 👋 I hope you're doing well. So, I'm diving into the Acumatica API, and I'm curious if anyone knows how to grab the License Monitoring Console Statistics from the API. Screenshot for reference:Is it doable through Acumatica API, whether it's Rest or Soap? Is there any Endpoint to access this data from Acumatica API-s? Your insights are super valuable, and I appreciate any help you can offer. Thanks a bunch in advance! 🙌Regads!

Hi, Can we trigger email notifications for Import by scenarios?

Upon creation of Purchase Order, when I tagged a particular warehouse, I also tag a project.I just wanna ask if there is possible to tag the default warehouse based on project or vise versa?Thank you!

New SaaS upgrade request screen not loading

I have experianced that we loose quite a bit of information after updates. Items like value added tax numbers on POD’s and Pro-Forma invoices. I would like to understand if this is due to the updates or the way that the customisation was implemented? 

Hello Team,We are trying to implement a workflow in the Customer portal for Opportunity screen (Customized screen). We are aware that the feature of configuring workflow for a screen via Customization editor is not supported in the Customer portal. Hence, we are trying to implement it via code. We are not sure what we are missing, action or states defined don’t seem to reflect on the screen. Any thoughts on what could be the reason? Attaching the code as well, basically we are reusing the existing implementation of Opportunity Workflow.