Solved

There is an out of the box GI in Acumatica that I am trying to get to the Lot numbers to pull onto so that I can put it on a dashboard and I am having zero luck. This item has Lot numbers but I can not get the GI to pull them. Any suggestions?  Here is the GI 

Hello!Does anyone know if Acumatica supports the AP Check format - 3 checks to one page?  Has anyone ever used or configured that format before? Thanks,Coleen

Hi,I am trying to configure an approval map for journal transactions, where the approver is the supervisor (reports to on the employee profile) of the user that entered the transaction.  Here is the conditions tab On the Rules Action tabI have tried drilling into the owner option, but nothing is working.  I have the reports to field populated on the employee profile.Any help is appreciated.

Hi, Currently we have to create different sequence under rate lookup screen to map sell/charge rate by project and by equipment (Non stock item) and in some cases client is having so many equipment for each project and because of this we have to create different sequence under rate lookup screen to assign the sell/charge rate by project & by inventory, refer to below screenshot.Therefore is there any way we can easily achieve this, without creating different sequence for each project & equipment/non stock item to define sell rate. which will then be use under billing rule.      I would really appreciate if some one can advise me on above point. Thanks Pankaj 

Good day,I was wondering if someone could help me identify the reason for an error I am having when I insert CustomerLocationID creating an invoice. I receive data from a SOAP API endpoint, and I have a method to create customers and Locations if they don’t exist in acumatica to insert them on their corresponding fields. After my code verifies if the first Location exists and creates the new location or if already existed, just assigns it to CustomerLocationID field, it creates the first invoice successfully, but from there the second invoice gives an error that says there was a problem processing the field Location value “Any Location” Location cannot be found in the system.I don’t understand why the error says cannot be found in the system, when I check Customer Locations in Acumatica, it did create the new Location, and if I try to create the invoice manually with that Location, it saves with no problem. the first fragment of code is the class where I create the invoice and the seco

I'm trying to create a simple GI to display vendor contact information. I've connected the PX.Objects.AP.VendorR table to the PX.Objects.CR.Contact table and related them by bAccountID field.I'm able to get the results I'm looking for, however I've added the "IsPrimary" field to the results so users can see which contact is the primary one for that vendor account and it does not appear to be working correctly. In the GI results that field is displaying a False result (unchecked box) for all contacts, even those designated as the Primary contact in the Vendor.Any thoughts as to how to fix this?

Good morning..I am wondering if there is a report or inquiry I can run. The data I’m wanting to pull is customer along with a word of item description that has been sold to this customer. For example, we have customer ABC and we have sold them FLAGS. We want to search by item description that has the word “flag” in it being sold to the customer. We get such items from more than one vendor, so it may not be one specific inventory ID.Any help is greatly apprectiated!

User was setup with the check box selected to allow them to reset their password.  When going to the upper right drop down and selecting MY PROFILE, it takes them to Welcome to Acumatica.If an additional set-up is required, please provide path.  Thanks.

I am trying to find a way to view deleted shipment records to discover who is deleting them and why they are being deleted. I tried to do this through a GI but I don't think the Shipments table supports exposing deleted shipments. Does anyone have a better idea as to how I can accomplish this?

Error when trying to release production order when using parent item lot on completion selection. 

Creating an import scenario to mass update the detail section line of a group of invoices. I seem to be adding a new line rather than updating the existing one. Here’s my import scenario which is adding a new line and updating to account 40005 instead of updating the existing line. 

Could you please provide any suggestions for the following scenario?To restore the database locally, I have tested the following options. The size of the database is over 25GB, and the versions of Acumatica and the database match.    I created a folder under the Acumatica installation directory, assuming it is located at C:\Program Files\Acumatica\Database\Data\NewFolder. I extracted the contents of the exported snapshot's .zip file into the newly created folder. After that, I run the Acumatica ERP Configuration Wizard. During the Tenant Setup step, I selected the option with the name of the folder (NewFolder) that I had created. However, some errors occurred during the installation, such as 'Violation of PRIMARY KEY constraint 'GLTran_PK'. Cannot insert duplicate key in object 'dbo.GLTran'. The duplicate key value is (2, AP, AP19-21GL000002,1). The statement has been terminated. Table name: GLTran. File name: . Line number: 0.' It seems that some tables have customized fields and thei

I want to customize Release process logic on Release AP Documents screen. Although I override the Release logic using ReleaseDelegate method on APInvoiceEntry Graph, the logic is not triggering when I Release AP Documents from Release AP Documents screen. Any idea or suggestion?

Hi,I need to do some customizations in the Catalog form in the customer portal. Therefore, I need to view and go through the customization function which includes Customization functions like the following image.  But that highlighted function is not available in Catalog form when I am logging as admin. And also, the highlighted function is not available in the Catalog form when I am logging in as an external portal user.Thank you.

I am trying to create an import that will change the options on the dialog box called “Load Documents” on the AR Payments and Applications screen. I found the load options on the import and the action to select the load documents button.  However I can not find the dialog that would allow to select load Has anyone been able to import to this dialog box and load it ?  Thank you.  

Hello colleagues,I want to attach files of Sales Orders when sending Email Notification by Business EventIn my case, I want the file HD_VIE also in attachment.I don’t know if it is possible because it seems like we only could attach report in attachment of email.Please let me know if there is any way to accomplish this requirement in version 2022 R2 I found an similar topic but didn’t get the answer  Thanks for your help

Hi,I have requirement to read data from xml file and insert the data into the custom table.This xml file is daily updated into the location.So,I need to automated the process.Anyone can suggest resources or workaround for that.  

Hi All,Lately in our test env we have started noticing this random error while updating/inserting to a cache. This is one of the errors, we have noticed similar error with other columns as well, this happens intermittently.If we refresh the page and try again the error goes away. Anything to do with the caches?Unknown column 'ARInvoice.BranchID' in 'field list', at PX.MySql.MySqlDatabaseProvider.throwInvalidColumnName(MySqlException e, IDbCommand cmd)   at PX.MySql.MySqlDatabaseProvider.ExecuteReaderInternal(IDbCommand command, CommandBehavior behavior)

Hi,There is a requirement to add custom string list field called Usrdiscountcode in SOLine DAC. I have defined the string list like below.[PXDBString(1000)][PXStringList(new string[] {"A", "B", "C", "D","E","F","G", }, new string[]{"SPRING", "HARVEST","XPT","TESTTIRE","SPECIAL","REBATE","DISCOUNT" })][PXUIField(DisplayName="New Discount Code")]now I need to set the value (ex: SPRING) to a grid level field of the customized screen. For that, I defined an event in the graph extension like this.using System;using PX.Objects;using PX.Data;using PX.Objects.SO;namespace GRIProformaInvoice{ public class APProformaEntry_Extension : PXGraphExtension<GRIProformaInvoice.APProformaEntry> { #region Event Handlers public PXSelect<SOLine> soview; protected void APProformaItemList_RowInserted(PXCache cache, PXRowInsertedEventArgs e) { var row = (APProformaItemList)e.Row; foreach (PXResult<SOLine> result1 in soview.Select()) { SOLine line = resul

I created about 50 different methods that update different tables.  The code in them is exactly the same, except the table names and field names are different.I know this is really a C# question, but I am not very good with C#.  I’ve looked at the Acumatica repository to try to see how to do it, but I am pretty darn ignorant about how to do it.Below you will see the code that is hard coded with the table and fields.  It is the code after the //all this stuff is hard coded comment.  I want to create a generic method I can call that would accept the table name and field name as parameters.Here is a signature for what I *think* is what I need to have.  At a minimum, I got something to compile.How do I replace the hard coded table names and field names?  Is this an easy thing to do?My application works fine with 50 different methods (each having the table name and field name hard coded), but this would make my app more “professional”. public static List<T> TableUpdate<T, TField&g

Hello,We have a non-stock item.PO receipts is updating the “last vendor price” as expected.However, when we add this as material on a production order, it does not use this cost.  It uses the cost from the price cost tab. Am I missing something.  The expectation is that PO receipts will update costs on the non-stock items so when they are placed on the production order they have the proper cost from the PO receipt.Right now it appears that the costs have to be manually entered.Any guidance is appreciated.

A client has a GI with a vendor parameter. When you click on the dropdown it also shows all the users as they also have a baccountid. I need to be able to put a condition on the parameter as putting in a normal condition in the conditions tab only affects the resulting data.The relations is this: Parameter: In the dropdown on the GI they need to only see from where the vendors start, in this case the naming convention all start with V-, where as the ones above are all employees.Would this require customization?

We are trying to link the invoice we get from the shipper to the corresponding shipment.  My goal is to evaluate our shipping charges.  The way I envision it working is add a field when entering lines on an AP Bill where I can choose the appropriate shipment.  I’m sure this has been encountered many times so how do recommend solving the problem?  Thanks

How do I create a shortcuts for Create Blanket Sales Order on the Sales Order Menu and on the Customers three dots menu? I’m trying to easily go from creating a customer to creating a blanket sales order in a single click.  

Hey Team  Hope everyone here is doing well i’m trying to create project tasks under existing project using Rest API  Endpoint : {{baseUrl}}/ProjectTaskMethod : PUTHeaders : Content-Type:application/jsonBody :  {  "ProjectID": {    "value": "100349"  },  "ProjectTaskID": {    "value": "L-726483"  },  "Description": {    "value": "TEST"  },  "VisibilitySettings": {    "GL": {      "value": "true"    },    "AP": {      "value": "true"    },    "CRM": {      "value": "true"    },    "Expenses": {      "value": "true"    },    "IN": {      "value": "true"    },    "PO": {      "value": "true"    },    "SO": {      "value": "true"    },    "TimeEntries": {      "value": "true"    },    "AR": {      "value": "true"    },    "CA": {      "value": "true"    }  }}  Error : "Inserting  'Project Task' record raised at least one error. Please review the errors.\nProjectID: 'Project ID' cannot be empty.\nTaskCD: 'Task ID' cannot be empty.",  The project Exist in Acumatica    Thanks