Solved

I have a very complex development database for testing a customization.  In order to test my customization, I need multiple tenants with specific settings, logins etc.  It takes hours to get a new instance setup completely to test.When I unpublish a customization and delete it, it appears there is still “junk” in the database that is keeping information which is causing problems.Example:  I unpublish, delete the project, create a new one and whe I go to add a custom page.  The title doesn’t show up.  Or, it shows the previous screens which were deleted. I have to create a new screen ID (such as IC.10.10.01) in order for it to show the Title.  I cannot find any way to add the title to this screen.  Also, I can tell the database is got “junk” in it because it still shows previous site map items and screens.  These two screens are not in my project or in the web site but they show up in the lookup screen:Note, I am working with a completely clean installation of the web site.  The site it

This is for 2020 R2I am trying to have the base Shipment Confirmation form  (so642000) pop-up in a new window or Tab when printined from the Shipments form SO302000 Currently, when you select the Reports > Print Shipment Confirmation the Shipment Confirmation opens in the current window. I can add a new form & set it to open in a new tab or Pop-Up but need some guidance on the existing form. Thank you!

Hi,We are currently looking at moving forward with an implementation of Acumatica in our company but we are finding the demos are not detailed enough to drill down into some of the major things we are concerned about. Is there any way to get a copy of the installation software and maybe the demo database for us to install in a test environment and play around with different scenarios ourselves? It seems like the only way to download the software is through the Acumatica partner portal which we do not have access to.Thank You. 

Hello, currently when we create a return to a vendor it will reopen the PO,  is there a way to create a Business event that when a return is released it should complete the PO?

So I have added a custom Field into our ITEM list lets call it (BuyerPlanner). I can add and use this field in areas like the Stock Items list with out issue. I am looking for a way to extend this custom field into the MRP Exceptions Screen AM403000. This is just a sorting field and really just need to be an option to filter by. Any. Thoughts?

Is there currently any way to set it so that the notes from each of the detail lines of a customer contract will carry over to the invoice when created?

Hello,Can project, sub job, cost codes fields be added to the inventory adjustments form? Screen ID: A000116.   Thank you, Lindsey 

Going to AP Preferences and unchecking “Hold Documents on Entry” and or checking “Automatically Release Retainage Bills” does not seem to do anything.Can anyone explain what toggling these two button will do?We would like, upon release of the retainage bill the bill is created with an Open status.  Our retainage bills are going to a Hold status, which creates extra work.See screen shot below from the Acumatica help menu.Financial Management/Accounts Payable/Processing Bills with RetainageBrian

I cannot figure out why the Inventory ID field in the mobile app is showing as the Inventory ID description, but on the GI it shows correctly. Anyone have any ideas? 

I can not find a User Security option to allow the Unlock Period option to show up on Master Financial Calendar.No users including admin are able to unlock locked periods.Any place I can look to see why?

Hi,If i have to migrate data from quickbooks and customer requires to have 3 or 4 years of transactions such as SO/PO, AR Invoice, AP Bill (origin documents) in Acuamtica, it’s possible to do it using Import/Export Scenarios?Thanks! 

Hello all,Is it possible to override a private method of a graph? There have been several times where I have would have liked to, but I lack the rights to such methods from extensions since they are technically different objects as the base graph. Does anyone have a work around for this?It’s frustrating seeing the exact line of code I need to change to do a simple customization but lacking access to it to make the change. Instead I end up writing an inefficient workaround using event handlers.Edit: For example, right now I’d like to override OpportunityMaint.FillDefaultBAccountID(), but I can’t using the standard PXOverride attribute & delegate since it’s private.

I’m setting up some Generic Inquiries that are exposed via OData for ingestion into a data warehouse.Some of the GIs are comprised of data from multiple tables (Customer + Address, for instance).In order to implement an incremental load strategy, I include a computed data field for Last Modified DateTime that looks like this:=Max([Table1.LastModifiedDateTime],[Table2.LastModifiedDateTime],etc,etc)But when I try to filter on that via an OData query such as this (where the actual date/time is filled in based on a previously captured value)$filter=ModifiedOn gt datetime'yyyy-mm-dd hh:mm:ss' I get an error messageError while copying content to a stream. Unable to read data from the transport connection: An existing connection was forcibly closed by the remote host. However, if I include all of the LastModifiedDateTime values in the GI, I can successfully query data with a filter such as$filter=LastMod1 gt datetime'yyyy-mm-dd hh:mm:ss' or LastMod2 gt datetime'yyyy-mm-dd hh:mm:ss' or ... or

I have an authentication problem with oauth2 during I did the steps well (client id, secret code ....) but when I authenticate the postman display this error in the image.thank you for help 

I am having issue when using attributes for project tasksnot allow default value. this is different compare with attributes in Case or other screens When sorting by attribute in one Generic inquiry, it generates the error. I then tested a GI with cases, it allows sorting on attribute there. 

Hello，      I am sorry, but I have to report again, in 2020R2, I met status issue again.Look below: The status of SO is obviously should be completed, because shipment had already been completed. It looks like in 2020R2, due to unknown reason, we got now and then status issue.It is not rare cases, it happens every week. And other users have also confirmed this kind of issue. It might be the new “workflow” mechanism has some issues in it.  Before the developing team to find the root cause, I do believe a manually validation would help.See my idea below: That user manually trigger the system to recalculate. Like the issue I show above, the system would know the shipment has been completed and so the system can modify the so status to correct.

We have several clients and 2 current prospects that would like the ability to have inventory item information (descriptions and prices/costs) exposed to external estimating systems so these items stay “in sync.”

Hi Folks!  We have a client who would like to simplify the creation of new Stock Items in a Multi-warehouse environment.  Other than using GI’s as a data provider and running imports, does anyone have any tools/utilities to automatically establish item warehouse details using some default settings for newly created stock items?  I’ve not gotten into the workflow designer as of yet to see if there’s anything there that could assist, but if you all have some tips or tools to assist, please reply.  

I haven’t seen this problem for 15 years, but I have a prospect that loves their Dot Matrix printer with color coded Invoice copies. I can wean them off of the Dot Matrix to Laser but, I don’t think I can get them to part with print different colors of invoice and other doucments in pink, green, yellow.  I found color coded laser paper but does that solve the problem of how multiple sets of the same invoice are printed?How have you solved this problem?

Hello,        After upgrading to 2020R2, build 203, we are suffering shipment status issue now and then.like below:         Poorly, today we encounter another status issue on Sales order screen.1 Sales order says “shipping” status but no related shipment can be found.          Why and how did this issue happen is unknown. Maybe it is a rare case. However, anytime, if this kind of issue happens, what can the user do ?         The user has to wait the techical staff to fix in Database.         In Acumatica we are already having “balance validation” and “inventory validation” functions. So can we also have a “status validation” function, then system can in some way correct some incorrect status documents.

Hi SirNot sure if you have anyone know how to add in the Gross Profit and Net Profit figure into Dashboard as well as the % of Gross Profit and Net Profit? Hope to hear from you soon. Thank you

On many of the reports during the print process, there is a Send button.  This button would generate an email using the data fields from the screen or document.  In report designer, you can fill in the data or associate it to a Notification Template.  NOW in A2020R2, this functionality seems to be lost.  When you hit send, the data is not translating from the document and shows to coded values.  What a loss of functionality.  Clients frequently may have multiple templates associated with the document and were going to Actions to select the template.   The screen shot below is for AP payment register so you can email the Vendor the details that the check was applied for.For AR Invoicing, will this functionality be taken away?   How will it be replaced?  Business events still use Notification templates.  So do the AR preferences and other documents.   Within the Notification templates, there needs to be a way to have better formatting as well.    

Hello Team, My company integrates with Acumatica, and I have a few questions:1. Could you provide a link to API on how we can send a request to Acumatica so that to update data in Acumatica.For example, we want send a request to Acumatica to update the Credit Limit.2. Can we update the Credit Limit if the Credit hold is On.Thank you,Andrew

Hello Team,Could you please provide a list of errors that the Acumatica back-end can return during the record updating request?We are going to use the API to update the Customer's Credit Limit in Acumatica.And It would be perfect if you could provide the list of back-end errors that Acumatica can return during the request.Thank you!