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Help with linking salesperson ID to the AR-Customer Page screen name AR3030PL

I’m struggling to get the sales person Id to the the page. All I get is numbers and not an actual name.Can someone help me figure out what I did wrong?

17 minutes ago

jsudakFreshman II

Distribution

How do we add or remove required fields?

How do we add or remove required fields? For example, in the New Customer record the following are required fields denoted by an asterisk: Customer IDCustomer StatusCustomer Class Account Name CountryAs we only do buisness in the United States, I would like to remove the requirment for this field. Or default it to United States. For Sales Quotes, we would like to make the Expiration Date a required field.

49 minutes ago

alopez21Freshman I

Error: The required configuration data is not entered on the Account Receivable Preferences form.

I am doing a unit test of a customization for the accounts receivable module but I get the following error, I have already done the exercises of the pdf T280_Testing_Business_Logic_2023R2, can you help me?

1 hour ago

rashmikamudalinayake10Jr Varsity III

Low Code | No Code Customizations or Integrations

The header value doesn't automatically update.

This is an extension of a thread: How can I change header value of a field based on currently selected row in the grid.So far, I have found a working solution. However, there's a minor issue: the UsrWorkCenterID field (show details...) doesn't update automatically. I need to clear the current record to obtain the new value. If anyone knows how to resolve this minor issue, please share the solution. protected void AMProdItem_UsrWorkCenterID_FieldSelecting(PXCache cache, PXFieldSelectingEventArgs e) { // Getting the production item data. var prodItemRow = (AMProdItem)e.Row; if (prodItemRow == null) return; // If there's no data, return. // Trying to find the current operation info. var currentOperRow = Base.Caches<AMProdOper>().Current as AMProdOper; // If the current operation matches the item's details, use its Work Center ID. if (currentOperRow != null && currentOperRow.ProdOrdID == prodI

1 hour ago

mjgrice32Varsity I

Develop Customizations

Is anyone developing Customizations in Linux for Acumatica Apps?

I am thinking of spinning up a Linux partition, and changing over to Jetbrains Rider as an IDE this year.Has anyone tried developing Acumatica Customizations and running/testing them in Linux using an Apache Web Server as the app runner, and something like Rider IDE for development?Just wondering...

1 hour ago

cwomack98Jr Varsity II

Everything Else

Outlook Add-in keeps spinning

Does anyone else’s add-in just spin unless you close Outlook and reopen? Not using a web browser, using the outlook app.Then you can use it once and have to close and reopen it every time you want to add something to Acumatica? At first I was told I have to have the Display settings in Outlook set to Optimize for compatibility but it was already set to that so I changed to Optimize for best appearance (application restart required) and it would work for one use. Switched back and of course had to restart and it worked for one use again. I now just close and reopen without changing the settings and can use it for one use. Getting tired of closing and reopening Outlook in order to get things attached in Acumatica.

2 hours ago

MarcoL45Freshman II

Low Code | No Code Customizations or Integrations

New action button causes AddressLookup to stop working.

I created an action button to create a service order from the customer screen. The customization works great. The only problem is the Address Lookup seemed to stop working. Any Idea what may be causing this?using PX.Data;using PX.Objects.CR;using PX.Objects.FS;using System.Collections;using PX.SM;namespace PX.Objects.AR{ public class CustomerMaint_Extension : PXGraphExtension<PX.Objects.AR.CustomerMaint> { public class CustomerServiceOrderDac : IBqlTable{ [PXString(4, IsFixed = true, InputMask = ">AAAA")] [PXUIField(DisplayName = "Service Order Type", Required = true)] [PXDefault(PersistingCheck = PXPersistingCheck.NullOrBlank)] [FSSelectorActiveSrvOrdType] public virtual string ServiceOrderType{ get; set; } public abstract class serviceOrderType : PX.Data.BQL.BqlString.Field<serviceOrderType> { } } public PXFilter<CustomerServiceOrderDac> pXFilter; public PXAction<Cus

2 hours ago

john55Freshman I

Configuration and Installation

Attribute for storing probability percentage

Does anyone have the Entry Mask or Reg Exp I would use to configure an attribute in Common Settings to only allow entry of whole numbers between 0 and 100?

2 hours ago

gracefFreshman I

Financials

Customer Tranaction summary

Hello,Looking to create report similar to the Vendor transaction summary, However i need for Customers.With Invoice dates, paid dates & Amount.

2 hours ago

RobLoweFreshman II

Distribution

Shipped qty in Shipments

We have an order on our system that was created 23/02/24. It had 1 line item, with a qty of 1 required. Today (07/03/24) I added another line for the same item, with a qty of 1.When I then Create Shipment, the original item populates the Shipped Qty with 0, but the new item populates the Shipped Qty with 1.The behaviour we want is as per the original item - i.e. the Shipped Qty should remain 0 until we actually pick/ship the item.We’ve noticed that the Location shows <SPLIT> for the original item and FG000000 for the new item - not sure if this is related?Note: we have only edited the original order to demonstrate the different behavior, our new orders behave as the added line does, which is not what we want.We have tried editing various settings, but cannot get new orders to behave as we’d like.It seems as if when the original Sales Order was created there was item/setup data recorded that makes the Shipment behave in a certain way for the existing item.But when you add a new it

2 hours ago

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garcimig09Freshman I

Reports and Generic Inquires

Help with linking salesperson ID to the AR-Customer Page screen name AR3030PL

I’m struggling to get the sales person Id to the the page. All I get is numbers and not an actual name.Can someone help me figure out what I did wrong?

17 minutes ago

jsudakFreshman II

Distribution

How do we add or remove required fields?

49 minutes ago

alopez21Freshman I

Error: The required configuration data is not entered on the Account Receivable Preferences form.

1 hour ago

rashmikamudalinayake10Jr Varsity III

Low Code | No Code Customizations or Integrations

The header value doesn't automatically update.

1 hour ago

mjgrice32Varsity I

Develop Customizations

Is anyone developing Customizations in Linux for Acumatica Apps?

1 hour ago

cwomack98Jr Varsity II

Everything Else

Outlook Add-in keeps spinning

2 hours ago

MarcoL45Freshman II

Low Code | No Code Customizations or Integrations

New action button causes AddressLookup to stop working.

2 hours ago

john55Freshman I

Configuration and Installation

Attribute for storing probability percentage

Does anyone have the Entry Mask or Reg Exp I would use to configure an attribute in Common Settings to only allow entry of whole numbers between 0 and 100?

2 hours ago

gracefFreshman I

Financials

Customer Tranaction summary

Hello,Looking to create report similar to the Vendor transaction summary, However i need for Customers.With Invoice dates, paid dates & Amount.

2 hours ago

RobLoweFreshman II

Distribution

Shipped qty in Shipments

2 hours ago

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