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Good day team, I have a import scenario that is working correctly, but it will give the error “4 items have not been processed successfully. View name: Document.” after the first record is imported sucesfully (I am testing with 5 Sales Order to import). On the Trace is giving the error “Failed to find record in TaxZoneZip for the given zip code: 43537” but if I add the Tax Category code for No Tax it will error out and not give any information. Part1 I hope maybe somebody can help me with this issue, as I see nothing wrong, and the testing with the Tax Category only made things worst.Note: If I import the scenario 5 times it will complete sucessfully, as it only does one line per import process, not the five. Thank you.

Hi,I faced with strange Acumatica behavior, while creating new PaymentI am using the following PUT requestURL : https://arts.acumatica.com/entity/ARTSEndpoint/20.200.001/PaymentBody : {  "LocationID": {    "value": "MAIN"  },  "PaymentRef": {    "value": "byIvan"  },   "Type": {    "value": "Payment"  },  "CustomerID": {    "value": "ABCHOLDING"  },  "CashAccount": {    "value": "10200"  },  "ApplicationDate": {    "value": "02/17/2019"  },  "ApplicationPeriod": {    "value": "01-2019"  }}The Payment ref field value is “byIvan”However, Acumatica replaces it with another valueSame behavior repeats with other fields, for example Description column value in DocumentstoApply table was also replaced by another value, not what have sent.Is there something that I do wrong and is there ability to fix it ?

For internal control purposes, how to restrict certain users from having access to “release” button for journal entries and have all JE release thru specific user only?Thanks ahead. Regards,Aaren

Hi all,I have gone through the Acumatica training material a few times on this but cannot find the issue. I have created a new screen with the corresponding DACs’ as per the T210 and T220 training material. I have setup the entire DAC with a master-detail relationship setup but get the following error when trying to create a new item.Error: Inserting  'LTFGItems' record raised at least one error. Please review the errors. Error: 'Batch Nbr' cannot be empty.This is what the screen looks like:The DACs’ are setup with the LTFGHeader (Parent) and LTFGItems (Child) - I have just added the fields in question for the sake of saving space: LTFGHeader#region BatchNbr        [PXDBString(15, IsUnicode = true, IsKey = true, InputMask = "")]        [PXUIField(DisplayName = "Batch Number", Required = true, Visibility = PXUIVisibility.SelectorVisible)]        [PXDefault]        [AutoNumber(typeof(INSetupExt.usrFinGoodsBatchNbr), typeof(LTFGHeader.batchDate))]        [PXSelector(typeof(Search<LTFGH

I try to update stock items screen, the LAST COST, by scenario. But the system shows me Failed to convert parameter value from a String to a Decimal.I have changed the format to numeric…. and many formats.Someone knows how to solve it.thank you 

We’re looking to revaluate the item which’s already set as moving average method. Could you please suggest and discuss in detail..

A service organization with set work teams will have the same team members on all of the team’s appointments.  On the calendar board, there will be one row (or column, depending on display setting) for each team member.  Most of these rows will be redundant.  Is there any way to eliminate or hide redundant calendar board rows?  Could the rows be limited to the employee selected as the primary driver on the staff tab, perhaps?

We have a problem when correcting time cards after they have been approved and released. It appears where we have work items associated with a task we get the error "The Employee Labour Cost Rate has not been found". So we cannot release the card. We don't have this problem if the work item is not associated with a task.Have you come across this before? Any ideas on a solution, please?  

I have an AR Credit Memo stuck in a reserved status. It was initially created to process a refund but another AR credit memo was created in its place. The refund was processed and attached to the replacement CM and those two documents are closed.The AR Credit Memo is not applied to anything and all options on the actions, inquiries, and reports menus are grayed out. It is a part of a batch that was posted to the GL which makes me believe that the document was released before it was reserved. Any ideas on how to get this document out of reserved status? Our end goal is to delete it or close it out with a debit memo.

Hi Everyone,In the Stock Items, I’m trying to update the existing record with the below code but it is still trying to insert a new record in the Cross-Reference tab.Can anyone help on this?  public delegate void PersistDelegate(); [PXOverride] public void Persist(PersistDelegate del) { try { InventoryItem row = Base.Item.Current; if (row != null) { CSAnswers objCSAnswers = PXSelect<CSAnswers, Where<CSAnswers.refNoteID, Equal<Required<CSAnswers.refNoteID>>, And<CSAnswers.attributeID, Equal<Required<CSAnswers.attributeID>>>>>.Select(Base, row.NoteID, "ALTID"); if (objCSAnswers != null && !string.IsNullOrEmpty(objCSAnswers.Value)) { row.GetExtension<InventoryItemCExt>().UsrCAlternateID = objCSAnswers.Value; INItemXRef obj

Has anyone run into problems attempting to set E-sign synch to an automation schedule? A customer running 2021 R1 managed to get the package installed and configured his Docusign to work with it but he finds that the automation actually never triggers the synch to occur. I duplicated this on a demo setup (each history lists 0 items processed). No conditions are listed. I’ve watched a few videos online and never found someone demonstrating the schedule feature, only mentioning that there is one. Before I file a support ticket I wanted to ask if anyone has run into the issue or was successful making scheduled synch work.Thanks!

Hi everyone,We’re new to Acumatica and looking to implement an AP workflow that incorporates entering a vendor invoice and saving without posting to the GL i.e. we may need to edit the transaction lines prior to posting. We also need the process not to restrict us closing a period.Would the settings need to be following? Thanks and much appreciated 

Hello  I have a problem with a report (sales order) that has chinese characters when exporting the report to pdfAlthough pdfFontEmbedded is set to TRUE  On the same report, I like to diplay deciaml with , separator and space (Exp 1263.35 ==> 1 263,35) Thnx in advance 

I’m trying to create an import scenario to reverse some AP Bills.  I am getting this error “An error occurred during processing of the field Tax Calculation Mode value N TX Error: The Tax Calculation Mode field can have only the Tax Settings (T) value because the Net/Gross Entry Mode feature is disabled.”

In 2021R1, I am trying to change “Start Date” to “Creation Date” on the Tasks Screen CR306020I’ve gone through the answers on this topic: None of them are working.If you inspect that field it shows this:I’ve tried doing it in VS for both StartDate and StartDate_Date.  In debug, the StartDate fires so I know I am hitting this code.  I tried StartDate_Date, but that does not fire.The actual code for the one that fires is:[PXMergeAttributes(Method = MergeMethod.Append)][PXCustomizeBaseAttribute(typeof(PXUIFieldAttribute), nameof(PXUIFieldAttribute.DisplayName), "Creation Date")]protected virtual void CRActivity_StartDate_CacheAttached(PXCache cache){ string joe = "joe";}I also tried editing the field in the Project Editor:Neither of these change the Display Name.I suspect it may have something to do with the fact that the field name shows as StartDate_Date?StartDate_Date is not a field you can select in the editor.I am able to make the other three fields required both in the Project Edito

I created an import scenario.  It seems to be capturing the fields from my spreadsheet, but I have only 1 vendor in Acumatica.  I want to upload the rest.  I’m just testing on 1 vendor right now in my upload. I keep getting an error “1 items have not been processed successfully.  View name:  BAccount”.  Then in the column for the error it says “Requested Value was not Found” but the value is the name of the vendor, which I’m adding, so of course it wouldn’t be found.  Why won’t it just add the new record?   I’m new to Acumatica, and I’ve gotten this far just from reading the manual and some online videos, etc.  But, this error is not addressed, and I think I’ve done everything else.  I think something must be setup wrong with my import scenario, but I’m not sure what.

Hello Gang,I have a customization project that I need to get a sealed class result ApproveInfo(the members of the class are StepID, RuleID, OwnerID, WorkgroupID and WaitTime). Below is my extension:public virtual IEnumerable<ApproveInfo> GetApproversFromNextStep_Extension(SourceAssign Source, EPAssignmentMap AssignmentMap, int? CurrentStepSequence){ if (AssignmentMap == null) { yield break; } EPAssignmentProcessor<SourceAssign> assignmentProcessor = new EPAssignmentProcessor<SourceAssign>(_Graph); foreach (ApproveInfo approveInfo in assignmentProcessor.Approve(Source, AssignmentMap, CurrentStepSequence)) { yield return approveInfo; }}Now I need the sealed calss members and values. below is the code calling the class to get these five fields but it doesn’t work for me. the result assigned to approveInfo is considered as a vaiable but I would like to access approveInfo.StepID, approveInfo.RuleID … and get their values. What I am doing

Our customer has a large amount of projects and would like to have the ability for users to have a My Projects Filter type that is common throughout the system.When I go into the Project manager column, i can enter @me and the column filter works as expected. When I try to make a more permanent filter, it refuses to accept the @me filter. I tried @me, =@me, and =’@me’ What am I doing wrong?

Regular notes change the icon on the primary list to show a record has a note but if the note is a pop-up, it does not change.  The Acumatica suggested work around to open the record does not seem to be a reasonable solution.

Creating an Import Scenario for Kit Specification: Inventory ID, Calculated Prices, PercentageI keep getting an error message View Name: hdr  

The translated values in one company are using Account Ending Balances to apply the exchange rate for translation.Is it possible to apply the exchange rate to the Period Turnover amounts, rather than end balance?

How can we apply open prepayment with vendor bill? How can we adjust open prepayment created by mistake?  Appreciate your help. 

I’ve created a custom SQL table and DAC, but having difficulty using the new class in a GI.  This is the error when referencing any of the fields:Also, when trying to specify the new GI on the navigation tab of a different generic inquiry the [Item] parameter is not available as a filter, and none of the fields appear in the dropdown either.The custom DAC is available to select on the Tables tab of the Generic Inquiry, and the Alias seems to match: The GI runs and filters correctly, but we would like to use it as a side panel on another GI and that won’t work because the navigation parameter isn’t available.  I have tried republishing the customization and restarting the application several times.The GI returns data when run on its own: DAC Definition:using System;using PX.Data;namespace SalesHistory{  [System.SerializableAttribute()]  [PXCacheName("OE Sales History")]  public class PS_Sales_History : IBqlTable  {    #region Id    [PXDBIdentity(IsKey = true)]    public virtual int? Id

We have discount codes setup and assigned for all our items using item price class and customer price class and discounts are being applied properly in the SO document.However we also have special net customer prices setup for certain customers and items and in this case the price class discount is applied on top of the customer price we setup in sales prices.When a customer price is setup should this not be the final price and no other discounts applied?

Hi, I am working with a customization project and we have added custom fields on the Shipments screen. We have a DAC class set up in Visual Studio, the Database Scripts for these fields have been added in the Project Editor, and the fields have also been added to the screen in the Project Editor. We have added custom fields for seven other screens in this way and they are working just fine. However, with Shipments it seems whenever changes are made to the project in Visual Studio and the new DLL is loaded into the Project Editor, the custom Shipment fields disappear from the Customization Project. The fields will remain in the Screen Editor, under the Form tree, but are removed in the Custom Data Fields section in the Screen Editor. They are also not visible on the Shipments page in the Acumatica instance. This occurs when a new DLL is loaded into the Project Editor, even with changes unrelated to the Shipment fields.I have tried removing the artifacts of these fields in the Form tree,