Solved

Hi SirI would like to do bank recon in system. However , i am not able to import the bank transaction that i extract from bank under excel file (refer to below)  Not sure what is the problem? Could anyone give me a guide/step to import/upload the bank statement transaction to system for me to do the bank recon?  

Wondering if anyone has tried the following before:Step 1) Web service call (REST) to create a Drop Ship Purchase OrderStep. 2) Web service call (REST) to create Sales Order, including Drop Ship PO information at the SO Line level in the PUT request. Has anyone tried to update the PO information on the SO Line via REST API call? Below are my two API calls – first for creating the PO, second for creating the SO.  I am trying to populate the “POOrderNbr” on the Detail record directly (which is essentially what it looks like the PO Link functionality does).  Assuming that the PO Link has some extra logic baked in that allows this field to be written to as needed. Purchase Order API call: {   "Details":[      {         "InventoryId":{            "value":"ITS-002687"         },         "LineNbr":{            "value":1         },         "OrderNbr":{            "value":"400080001"         },         "OrderQty":{            "value":1.0         },         "UOM":{            "value":"EA"       

Is there way to create a TB starting balance update? We have already uploaded a starting TB and need to change a few accounts. From what I see, even when I only populate the Trial Balance screen with my desired GLs once I release and the Journal Transaction is created it includes every GL and assumes the GLs I did not populate I want set to zero and the corresponding journal tran is populated with that assumption. I am unable to delete any of the lines for GL I do not want to touch.  Other than just posing a manual journal can this be done through Trial Balance?

we have a P.O. that was created from a change order.  We need to change the quantity and cost on it because the vendor can’t supply all of the product on time and we need to add a new item to the PO for and alternate product. PO is still open and nothing has been received or an AP bill has not been created.  Usually you can just put the PO on hold and make changes, but it is greyed out.  The Change order is also still on hold. we are running 2020 R2 (20.212.0038)ThanksAndrew

In our BC implementation, we want to allow customers to shop by brand. Brand ID is a native field in BC. Is it possible to have an attribute in Acumatica that identifies the brand of a product which can then be sent over to BC? Here’s how we tried to have it set up but the sync does not seem to be working.  

I have been trying to setup additional functionality to the mobile app but one function keeps throwing a “Server Error (404)” message.  (Yes, I know that 404 is page not found).Even the example in the only documentation I have fails. (Documentation example for invoices from “2019 R1”.Basically all I am trying to do is after displaying the list of Shipments, then tap on that shipment to change or edit it.  But the error occurs whenever I add the command of     add containerAction "editDetail" {      behavior = Open      redirect = True    }Why does that generate that 404 error message?  And how do I correct that with 2020 R2?

If a user is required to approve a document via an approval map, is there a way he or she can reassign it to another user?   The only obvious options are Approve and Reject.

Hi,Need you help to Open Business Account screen from Opportunity using (Create Account drop down list). In Acumatica 2020 R2 business account screen is not appear. Note: Earlier it was (Business account screen will be open from Opportunity) working on 2019 R2 version. Thank You,

I have a requirement to cancel the PO,  from a customization screenbased on the business logic. We have tried implementing the below code  but no luck. POOrderEntry docgraph = PXGraph.CreateInstance<POOrderEntry>(); docgraph.Document.Current = ItemList;  // Item List is current PO docgraph.Document.Update(docgraph.Document.Current);docgraph.Cancel.Press();Can some one help me on this?

Our company would like to change the arrangement of information on the printed forms that go to customers (ship confirmation, pack list, invoice, etc.)  I can’t find any help articles on this subject.  Can anybody point me in the right direction?  Thanks!

I have a custom processing screen and would like to clear out values of other fields on my filter based on a combobox changing.  I’ve have CommitChanges set to true on my combobox but can’t get the text box values to clear.  I can set a breakpoint and see that the values are changing to null but they stay on the screen until I change the combobox back to Pallet then back to Truck and back to Pallet again.  But the first time the UI doesn’t show the change.Here is my FieldUpdated logic:           protected virtual void _(Events.FieldUpdated<PMTaskToAssignFilter, PMTaskToAssignFilter.assign> e) {            PMTaskToAssignFilter row = e.Row;            if (row.Assign != AssignTypes.Truck) {                 row.DeliveryNumber = null;                row.TrailerNumber = null;            }        }

I have a custom processing screen:In order to get the non-intrusive validation to work I had to create my own PXProcessButton vs. using the built-in processing delegate.  All is working, however, now that I have done this I don’t have a processing dialog, just a little green dot that shows everything processed.  How can I show the processing dialog in this scenario?  FYI, I used code in AR507000 (Calculate Overdue charges) as the example for hooking up a custom processing button and having my required fields validate in this way prior to processing.  Client didn’t like the behavior of just throwing PXExceptions.Here is my custom PXProcessButton:         public PXAction<PMTaskToAssignFilter> Assign;        [PXUIField(DisplayName = "Assign", MapEnableRights = PXCacheRights.Update, MapViewRights = PXCacheRights.Update)]        [PXProcessButton]        public virtual IEnumerable assign(PXAdapter adapter)        {            PMTaskToAssignFilter filter = Filter.Current;            if

Hello, We are trying to move to R1 2021 (from our current version) but our API calls to create Project is failing with the Above error in the new version of Acumatica.Full details below…. would appreciate any pointers and assistance. Thanks.  Method: PUTURL:  https://xx-sandbox-21r1.acumatica.com/entity/GoXxxxxx/6.00.001/Project Body:{"Customer":{"value":"100743"},"Description":{"value":"Company 164 - MX - Bernadette Weinand (Bernadette)"},"Hold":{"value":false},"ProjectID":{"value":"100743-MX-129"},"Status":{"value":"Active"},"Currency":{"value":"USD"},"Tasks":[{"id":null,"AllocationRule":null,"BillingOption":{"value":"By Billing Period"},"BillingRule":{"value":"MULTISILO"},"Description":{"value":"Task Description"},"Status":{"value":"Active"},"TaskID":{"value":"00"},"RateTable":null}],"Attributes":[{"AttributeDescription":{"value":"First Name"},"Required":null,"RefNoteID":null,"Value":{"value":"Bernadette"}},{"AttributeDescription":{"value":"Last Name"},"Required":null,"RefNoteID":nu

Hello Everyone,I have one scenario where I want to put Sales Order on Hold at the time of order import from BigCommerce to Acumatica based on some conditions.I have implemented some logic in 19R2 build and that is working as expected there, as after checking required conditions, I used to set impl.Hold = true.ValueField(); please find below code sample for reference.public delegate void MapBucketImportDelegate(BCSalesOrderBucket bucket, IMappedEntity existing);        [PXOverride]        public void MapBucketImport(BCSalesOrderBucket bucket, IMappedEntity existing, MapBucketImportDelegate baseMethod)        {            baseMethod(bucket, existing);            MappedOrder obj = bucket.Order;            OrderData data = obj.Extern;            SalesOrder impl = obj.Local;                        impl.Hold = true.ValueField(); // This implementation working fine in 19R2        } Now, coming to 21R1 we do not have Hold checkbox on Sales Order screen and instead we have Hold button to put th

Hello, can Acumatica integrate with Outreach?

This is my first time doing a customization outside the T190 training course. In a local environment I created a customization project with four new fields.  They are just text fields with no logic behind them.  Everything works fine in the local environment.  I then exported the customization and imported it into another instance.  On the second instance the database fields got created and the text boxes show on the form.  Unfortunately the fields don’t have any labels and data won’t save to those fields.  I’m not sure if the extension library I created got moved to the second instance.  The version of my local instance is 21.108.0032 and the version of the other instance is 21.104.0018.  Not sure if that will make a difference or not. Attached is my customization project.  

The User need to create deferred revenue functionality in Receivable. Ex.   Sales order line Amount ---10000 (Configuration Changes) Once Shipping process and complete value should be transacted to Deferred Revenue Account. When complete the Configuration process in steps by step, user is creating invoices. Once created the invoice system should recognize the Exact Revenue. Therefore, we need to know what are the configuration steps.   RegardsNethupul

anyone know how to use onblur event in acumatica ? or anything idea can develop like function onblur event  ?

Does someone know what is the actual formula for import Vendor Attributes?I want to import lots of the data on Vendors - ATTRIBUTES -  Vendor Products highlighted as belowI have tried, but come out error Formula of import scenariosCR Error: One or more Attributes are not valid. 

What are the default mobile app login timeout settings?  Are these tied to device OS events, or something else?  Can someonesupply the details on this?

I have made an action in Customiztion Project Editor to print a custom report from Invoice screen, but I am unable to add that action to a mass action on a GI.  I can add an action to the GI through the Automation Steps screen that does show on the mass actions in a GI,  but I can’t add the custom report to the action.  Does anyone know if this is possible and where i can find some documentation on this?  Thank you. 

Hello,     Can anyone familiar with Acumatica and Shopify connector help confirm whether the below need is mission impossible at present.    We are using customer price class to set item price for different customers/customer classes. And since we are planning to use shopify to receive customer’s orders. Can these prices be sync up to shopify and displayed to customers?

Hi Team,We have  a requirement  to print multiple dropship order into a  single reports. Example There are  three Dropship PO, where each order is having 5 items. When a report is generated, we would  like to see all the 15 items in single report / page. In other words, we are looking for a way to send items as a  dataset to reports for displaying all the items at once. Thanks Deebhan    

Does anyone know if there is any progress toward the Vendor Shipments (AM310000) working with the carrier plugins?  If not, how do other companies, or what is the Acumatica recommended way, to create an actual, physical shipment after using the Vendor Shipment screen?  Many companies send all of their shipments to the shipping department. Ideally, the Vendor Shipment screen would just work with the carriers like the Shipment screen, which is closely resembles.  Almost as good would be a ‘Create Shipment’ action which would create an actual Shipment from the Vendor Shipment. Any ideas or suggestions?  This must be a common issue for anyone using carrier plugins and needs the functionality of vendor shipments.  Thanks!