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Questions tagged [acumatica-kb]

The knowledge base for Acumatica, a cloud and browser-based enterprise resource planning system (ERP), which can be customized and extended via an SDK and interoperated with via a web services API.

Acumatica often refers to the ERP and CRM product offered by Acumatica, but can also refer to the Acumatica Cloud xRP Platform.

Acumatica development is done using C# and ASP.NET markup language for interface or pages. Querying the back-end database occurs through BQL, which maps to SQL Server or MySQL queries. New applications can be developed using Visual Studio, and a web-based customization environment allows users to extend and customize existing screens using the Acumatica Customization Environment IDE. Acumatica applications can be run from the browser, or on mobile devices using the native iOS and Android applications. Deployment can be done in public and private clouds, using single-tenancy and multi-tenancy modes.

327 questions
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Custom fields are not showing updated value when update in field updated event, Why?

I have added custom fields in customization form using the customization form, steps i have added: 1) Go to shipment form and select Transaction Grid. 2) Select Add fields. 3) Select custome and Add 4 fields and save and publish. 4) Add all 4 fields…
user_mat
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Process multiple invoices and show them all in a single report like How Print Invoices/memos report is working in Acumatica

Basically i want to create a new action button On Print Invoice and Memos screen to print a report for selected invoices. Why we are creating new action button is, here we need to print different formats for each invoice (SO type) so when user…
BhavyaSri
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Acumatica - navigate link to Emails from GIs

We have created a GI which displays data from CR Activity Tables, for the Subject field we want to add navigate link to Email Activity screen. So when we try to select navigation parameters, we could not able to load value in drop down control,…
BhavyaSri
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How can I automate the creation and SFTP transfer of a snapshot in Acumatica?

I would like to create a nightly snapshot of certain tables in my SAAS-hosted Acumatica instance and SFTP the resulting XML file to a given location. (I've created a custom Export Mode option for just the tables of interest.) I would like to do…
June B
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I got an error while submitting a new project to add a new page for instance ( Error #97: View doesn't exist )

everybody. I' m a acumatica version 4. 10. I' m asking you today about a problem. I had this error trying to create a new page for the website. I added a project for this section, which includes all the files as shown below The error occurred…
Ninh Nguyen
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how to add a field on the Project Quotes screen PQ000025

Good morning, I want to add a new field on this screen Project Quotes but in doing so I get this message, that the table does not exist. How should or what is the way to achieve it. Thanks in advance Imagen 01 The added field in the database enter…
Marco A.
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Set focus to specific field when add new record button is clicked

I'm looking for the possibility to set the focus to the Inventory ID field when the add new record button is clicked using javascript. I've already managed to set the focus to the Inventory ID field but this only happens when the form is…
DanielMoncadaZ
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How to get Acumatica Instance Installation ID through code for multiple instances pointing to single DB

I have 3 instances, they all are using one single DB and I want installation ID of all the 3 instances. I have tried with this, PXLicenseHelper.InstallationID but it returns installation ID of current instance only. PXLicenseHelper.InstallationID Is…
Vivek
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how to attach an XML file in the "Files" tab of an action

I have a big question, you can attach XML through an action, when you import the XML and also save it in the "Files" tab, the question is. if it can be attached?. Here is an example image: what is missing is that I automatically attach in the…
Tibu
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Add show dialog panel to action "Action Email Invoice / Memo"

I have customized the "Action Email Invoice / Memo" action on the Invoices and Memos AR301000 screen. enter image description here Each time you click on that action, a panel will appear to load an xml file. enter image description here After…
Jose diaz ugarte
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How to customize the Print Invoice/Memo report on the "Invoice and Memos" screen AR301000

Can you help me find the event that allows me to customize the Print Invoice / Memo button? Invoices and memos: I have tried to look for the method in this list and I do not know which one I should use. Customize Invoice and Memos:
Jose diaz ugarte
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Acumatica REST API - StockItem - how to use multiple product id in request

I am using the Acumatica REST endpoint https://companyName/AcumaticaERP/entity/Default/6.00.001 in my application I am using the URL https://companyName/AcumaticaERP/entity/Default/6.00.001/StockItem?$filter=InventoryID eq…
prasanth guru
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Change Default Sort on Contact Activities Tab

On the Activities tab of the Contacts screen, I am pulling activity data from an outside source and creating corresponding Acumatica activities. This activity creation is a periodically schedule process, so the activities are not created real-time.…
abulger
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How do I change the login screen images with a customization project?

When I login in Acumatica, my users see the default Acumatica images and I would like my own branding instead. How do I replace the login screen's images with my own ? How can I do that so for hosted ans SaaS environments ?
Simon ML
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NoteText Acumatica Mobile Framework

I am trying to add the note text to my Mobile app. I have figured out to add in the app so it is visible; however, I cannot write notes in the note text and save it. when I write a note in acumatica itself then it saves and you see the note on the…
C.J. Hope
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