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I can’t see service order as demand in PO when they PO is generated from service order (mark the item for PO). I can’t also find a report showing the link between the two. Can somebody help showing which DAC storing these information?

I have a custom field on the customers screen for biller/billing nbr.  I want to default that onto the sales orders screen when the customer value is updated.  I attached my current code to add biller/billing nbr onto the customers screen and sales orders screen.  Right now, I had attempted to reset the default value on the sales orders screen when the location was updated, but it still isn’t populating.  What am I missing within the code to populate the custom field?

Hi all, How do I fix this error when encoding of customer. At first, I was able to encode the details of customer, but in the past few days, it suddenly got an error and I don’t know what happen. I’ve already checked in numbering sequence module and the sequence are correct List of customer in branch of CUB 

The AP Aging report is created to run based on the Document Date (Bill/Invoice Date)  which at the end of the month leaves our AP out of balance with the General Ledger.  We have some bills that are dated for the end of one month, but not entered into Acumatica until the beginning of the next month.  I understand that the invoice date is important as this indicates when the bill is due so I don’t want to change that.  But is there any way to run the aging report on a transaction date (date that the bill was entered) as opposed to the invoice date so that our AP Aging report and General Ledger will balance?

I am attempting to add the item code and dangerous class from stock item screen to inventory transaction summary but I dont know how to coding or join which table to do it. Pls help me if u have any idea. Thank you in advance.

hi, we have multiple invoice forms and on a certain one i would like to add a - A after the invoice Number.example: reference number: 123 - Ado you know what the expression/value would be to do this? sorry if my wording is not correct as im new to this.also, what programming language does the report designer use?   

Hi Team, I have a query on how the financial data from the legacy system can be migrated into Acumatica. Could you help on this topic. Basically, we would update the financial statements balances as an opening balance from the legacy system to acumatica tenant. Which includes Open AR, AP, cash balance, Fixed assets, inventories, GL balance(TB balance). Awaiting for your response. Thanks in advance,Nithya

Hi,I create a custom field named UsrInvoiceNote on Sale Order and Shipment. I am implementing a trigger handler when field this field is update on Sale Order. The main target is coping the value to linked Shipment.configuration of custom fieldHere is the snippet code: protected void SOOrder_UsrInvoiceNote_FieldUpdated(PXCache cache, PXFieldUpdatedEventArgs e) { var row = (SOOrder)e.Row; var ext = row.GetExtension<SOOrderExt>(); // handle update shipment var query = new SelectFrom<SOShipment>.InnerJoin<SOOrderShipment>.On<SOOrderShipment.shipmentNbr.IsEqual<SOShipment.shipmentNbr>> .Where<Use<SOOrderShipment.orderType>.AsString.IsEqual<@P.AsString>.And<Use<SOOrderShipment.orderNbr>.AsString.IsEqual<@P.AsString>>> .View(Base); var shipments = query.Select(row.OrderType, row.OrderNbr); foreach (SOShipment sm in shipments) { sm.Us

I'm facing an issue after doing customization to the web site like the picture below anyone got this problem before ? its not from the code error i guess it is from the libraries right? 

Hi,I am implementing event handler RowInserted for Shipment with the goal: copy value a custom field from Sale Order and set it to the field on Shipment (also custom field).Here is code: protected void SOShipment_RowInserted(PXCache cache, PXRowInsertedEventArgs e) { var row = (SOShipment)e.Row; var query = new SelectFrom<SOOrder>.InnerJoin<SOOrderShipment>.On<SOOrder.orderNbr.IsEqual<SOOrderShipment.orderNbr> .And<SOOrder.orderType.IsEqual<SOOrderShipment.orderType>>> .Where<Use<SOOrderShipment.shipmentNbr>.AsString.IsEqual<@P.AsString>> .View(Base); SOOrder order = query.Select(row.ShipmentNbr).TopFirst; if(order!=null){ var orderExt=order.GetExtension<SOOrderExt>(); row.GetExtension<SOShipmentExt>().UsrIn

HiI’m wanting to do a carrier integration for a client and I need help finding where to start.Main consideration: Should I be sending POST API calls from Acumatica directly to the freight software or should I be using a third-party application to send GET requests to Acumatica then POST calls to my freight software. If I send POST API calls from Acumatica:Would be the Shipment Screen be the best endpoint to look at?  Can I trigger a POST call from this Shipment Screen? And If so can I send all the information from these endpoints? If I set up this POST, can I edit how the JSON is formatted in the API body? Should I be looking at the Carrier Label screen instead (SO645000)?  If I did it this way, would the customisation need to be written in a complex C# customisation project? (It’s hard to write custom C# with the online hosted version of Acumatica (MYOB Advanced) used in Australia and New Zealand). Any suggestions, experience or success stories anyone has on this topic would be apprec

Can anyone link to a document that discusses the various editions of Acumatica (Disribution, Manufacturing, etc), and which specific features belong to which editions?

Hello!  im wondering where I need to mark within Acumatica to not include our expired material as available in the MRP? I am sure its a simple check mark, but I have not been able to find it.

I am attempting to send any ecommerce Orders an email through Acumatica instead of our ecommerce platform (BigCommerce) to be able to use some fields that are unavailable through BigCommerce. I believe I have everything set up but have run into two hurtles.If an SOOrder has multiple line items the email is only showing the first line. I need it to show every line, whether its 1 or 20. Even if I replicate the ((Transactions.InventoryID)) it will only show the first line item of the order. I am unable to pull SOOrder Notes to use that in my email template (This is where BigCommerce imports Customer Order Notes to). **Note: I tried using the Report Designer and embeding the report as HTML into the email but none of the fields populated from the report when using this method. The report works just fine if I attach as a PDF, but this is not the solution I’m looking for.Thank you for your help!

I am looking for a way to have widget showing accumulated sales figure over time, something like this:  I use Account Details as data and kind of works, however I can only use one account instead range because there are several sales accounts.  Appreciate if anyone can assist.

on the Customer Location screen I have added two new tables and new DACs of course and I have modified the Location table to have a few custom fields.  I have added the Location_Ext to the Visual studio project after adding the fields.  The screen allows me to update the custom fields all day long. But I am trying to create a custom action to loop my custom table and put the total of one of the fields in there.  I don’t think I have a problem looping the table.  It uses the view I added for the screen and seems to work but trying to put the total in Location.UsrSettlementAmt.  I don’t see a Location.UsrSettlementAmt.  What gives? Below is the custom action. public PXAction<Location> CalculateSettlement;        [PXButton(DisplayOnMainToolbar = true)]        [PXUIField(DisplayName = "Settlement Total", Enabled = true)]        protected virtual void calculatesettlement()        {            decimal? d = 0;            foreach (SettlementDetail sd in InvoiceSettlement.Select())       

Howdy all,Looking for some input on an import scenario that isn't updating a Base Price UOM value at the Item Class level (even though that’s the mission of this import scenario)The import scenario appears to run successfully but the data are not updated.The business mission is to update the Item Class Base/Sale/Purchase UOM values to match a specific Item Base UOM value. In the screenshot you can see that the goal is to update the Item Class that starts with "350MISC" such that its Item Class Base/Sale/Purchase UOM values are set to "LB" rather than "EA".The screen shows that the import was successful but the Item Class UOM values are not being updated.What’s a good way to troubleshoot when the scenario returns a successful result, but the field isn’t updated?  Also, maybe this import scenario is too abbreviated and perhaps this is the root cause: Any pointers would be great. 

I am not that experienced with Acumatica so this may be a straight forward task.I have about 2000 guest user accounts that I need to assign a new role to. After a few hours, I couldn’t find a great way to do it in either the UI or via the Rest API. Can someone point me in the right direction? I appreciate it!!!

Hello everybody,Acumatica provides us a such a useful feature as snapshot creation.Working with multiple customers in many cases we have to create full snapshots from large production databases.Is there any way to create such snapshots within certain period of time, say for the last week?The following post Custom Snapshots Configuration describes *.esc XML configuration files that can be used to do that for a limited number of tables, but how can we do that for a whole database? Thank you!

when i  call serviceGate.LoginAsync method i get this response .  

Hi, I was run a vendor AP balance report and noticed that when my accountant did the reconcilations, there was some balance showing at the payments.I would like to ask how to i clear those balance and close those payments. Thank you.

Hi Everyone,I am experiencing issue regarding on no batch entry on posting of inventory transaction.Please see attached photo for your ref.It seems that the posting set up is periodic. May we know where is the field that I need to trigger to become a perpetual posting? Thanks !

Hi,I have a question about GI result sorting. There is a system default GI AR-CustomerSummary, Screen ID AR0008DB, attached screen shot for the detailed GI setting. Currently the AR is grouped by customer account, and i would like the result to sort by “Balance” descending. The result seems to not showing the sorting as i expected, please take a look and let me know which part is doing wrongly. Thank you.  

Client intend to move the financial year end from 31st March to 31st December to align with holding company.May I know how and where to change the financial year and the implications and changes expected in Acumatica system.Thank you.  

Hi!  Does anyone know how Acumatica updates the 1099 forms and information each year?  I can’t find any documentation on this process.