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Import Templates for Customers and customer equipment

Is there any generic import templates for a customer list? Where am I able to find them if so? Also looking for a generic template for equipment list import scenario. TIA.

10 minutes ago

AleciaFreshman II

Develop Integrations with Web Services | APIs

Extract data from general inquiry from via api

Good day, Can we kindly request some assistance regarding extracting data from a general enquiry form via an api call. We’re trying to export a large list of data (screenshot 1) containing product stock details. We’ve created a general inquiry form and extended an api endpoint. Upon trying to query this new endpoint we are receiving an error: "Optimization cannot be performed.View Results has BQL delegate (screenshot 2) We’ve also had a look at perhaps creating a custom export action endpoint (screenshot 3) for the general enquiry form. Unfortunately we’ve been unsuccessful in attempts to achieve this. Any guidance regarding either approach will be appreciated. Kind regards,Alecia

26 minutes ago

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Data binding issue in Report Designer

Hi Everyone,Good Morning,I need data from FSServiceOrder table based on the CustomerID and LocationID to the report.For example:Based on the SrvOrdType, RefNbr we have CustomerID and LocationID. For this CustomerID and LocationID we have multiple data in the FSServiceOrder. So I need to get that multiple data into a sub report based on the filters CustomerID and LocationID.So please help me out, how to get that multiple records based on the filters in same DAC.FYI...Please see the below attached screenshots:

27 minutes ago

philr75Freshman II

Financials

GL Access Account/SubAccount interaction question

Good morning all. I’m attempting to assist a client using GL account/subaccount restriction and having issues with it. I’m going to provide a stripped down description of what I’ve tried and I appreciate if anyone could jump in with a suggestion on how to make this work.For sake of example, let’s say we have your basic chart of accounts using 10000-19999 for assets, 20000-39999 liabilities, 40000-49999 revenues, 50000-59999 COGS expenses, and 60000-99999 for various other categories of expenses. They also have subaccounts, so for keeping it simple lets say there’s a default 0000, and then AAAA, BBBB, and CCCC. The client would like to restrict 0000 such that it cannot be used for accounts 40000-99999. After reading the help file, I created two groups.Group 1 Type A. This group had all users, every account 40000-99999, and subaccounts AAAA, BBBB, and CCCC.Group 2 Type A inverse. All users, every account 40000-99999, and only subaccount 0000. That seems to work fine when dealing with ac

37 minutes ago

AndrewZFreshman I

Develop Customizations

Is there a way to add some custom buttons to the Generic Inquiry page?

56 minutes ago

nawanjanahansamali50Freshman II

Distribution

How Disable Quick Check Option

Hi,Could please let me know that is there any option to disable the quick check option in “Cash Purchases” (AP304000) screen ?Thank you

2 hours ago

ernst97Freshman I

Import and Export Scenarios

Add multiple vendors to a stock item and skip when excel is empty

Hello everyone,I have the problem that I want to add several suppliers to a stock item. This works so far, but I need a way to skip empty rows in Excel.For example:I have three possible suppliers in my Excel list.Two are imported.For the third one, it throws an error because there is none, for example. Does anyone have any idea how I can work around this?Kind regards

2 hours ago

ifelixFreshman I

Reports and Generic Inquires

Report Designer: Open status SOOrder parameter

Hi. In my report parameters I want to load Sales order number parameter that has open status only. How can i achieve this ? Please help!I tried to achieve this by setting the soorder.status equal to N in the filter section. But it’s not working. Can anyone help?!

5 hours ago

SubbuFreshman I

Develop Integrations with Web Services | APIs

Creating Project Record in Postman - REST API

Team - I'm encountering an error while trying to create a new project record in Postman. I've included all the mandatory fields that are required when creating a project directly in the UI.Here's the issue:I'm getting an error when sending the request through Postman. I'm unsure if fields like "ProjectID" need to be populated when creating a record. In the UI, these seem to be generated automatically.For reference, I included "ProjectID" : {"value" : "<NEW>"} in my request body, but it didn't resolve the error.Could someone please advise on:What I might be missing that's causing the error (406) in Postman? Whether fields like "ProjectID" need a specific value when creating a record or are they indeed auto-generated? I was referring the below link to create request, https://help.acumatica.com/(W(15))/Wiki/ShowWiki.aspx?pageid=13f5f5b8-33d1-40d9-83db-3f3dfc5dcba9

7 hours ago

HarshitaCaptain II

Everything Else

Business Event stopped triggering

Hello All,I recently created (yesterday) a BE which was running as expected, but today it is not getting triggered. No conditions have been modified and not date conditions have been added to run the business event. What might be the reason? has anyone faced such issue on the same? I have faced this multiple times and when i created a new BE with the same parameters/filters/conditions then it got to working.

8 hours ago

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blegardaFreshman I

Field Service

Import Templates for Customers and customer equipment

Is there any generic import templates for a customer list? Where am I able to find them if so? Also looking for a generic template for equipment list import scenario. TIA.

10 minutes ago

AleciaFreshman II

Develop Integrations with Web Services | APIs

Extract data from general inquiry from via api

26 minutes ago

NageswaraRaoAddanki60Freshman II

Reports and Generic Inquires

Data binding issue in Report Designer

27 minutes ago

AndrewZFreshman I

Develop Customizations

Is there a way to add some custom buttons to the Generic Inquiry page?

56 minutes ago

nawanjanahansamali50Freshman II

Distribution

How Disable Quick Check Option

Hi,Could please let me know that is there any option to disable the quick check option in “Cash Purchases” (AP304000) screen ?Thank you

2 hours ago

ernst97Freshman I

Import and Export Scenarios

Add multiple vendors to a stock item and skip when excel is empty

2 hours ago

ifelixFreshman I

Reports and Generic Inquires

Report Designer: Open status SOOrder parameter

5 hours ago

HarshitaCaptain II

Everything Else

Business Event stopped triggering

8 hours ago

HarshitaCaptain II

Import and Export Scenarios

Purchase Receipt Import Scenario with Add PO

Hello community,I have been working on an import scenario of Purchase Receipts, where I am looking to import the lines using Add PO button → Under the Details tab, but the scenario isn’t working. Can anyone let me know what is it that I am missing here?Have attached the XML file of the import scenario. Thanks in advance.

8 hours ago

ericklasimin61Freshman II

Develop Customizations

Insert 'Load Records from File' on Release Production Orders screen

Hi there, I have a requirement to read the Production Order Nbr. from Excel file and update the Select checkbox accordingly. I tried adding a ‘Load Records from File’ function to Release Production Orders screen by setting the ‘Allow Upload’ in Customization Project Editor to true and extended the graph by adding the PXImport as shown below:public class ReleaseOrd_Extension : PXGraphExtension<ReleaseOrd> { public PXCancel<AMBatch> Cancel; [PXImport] [PXFilterable] public PXProcessing<AMProdItem, Where<AMProdItem.statusID, Equal<ProductionOrderStatus.planned>, And<AMProdItem.hold, Equal<False>, And<Where<AMProdItem.function, Equal<OrderTypeFunction.regular>, Or<AMProdItem.function, Equal<OrderTypeFunction.disassemble>>>>>>> PlannedOrds; public PXSetup<AMPSetup> ampsetup; } However when I tried to upload the Excel,

9 hours ago

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