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Creating new role and assigning to user issue

Hello All,I have created a new role, but when it comes to assigning this role to a user, Acumatica doesn’t display the list of all the users. It only displays Admin & Acumatica support users. How can i assign this role to other users? I tried using the User Types screen too, but the there it doesn’t display this particular role:

1 hour ago

bigred1022

Reports and Generic Inquires

Pointing widgets to signed on user.

Hello,VERY new to all of this (our company is going live next week). I’ve been watching the university videos and looking around here, but I cannot seem to get the answer to my issue. To keep it as simple as possible, I copied a dashboard for Sales Manager which shows all kinds of information in widgets for every salesperson. I want to take that copy, and make it so it only shows data in the widgets for the person who is logged in and make it accessible to all of our sales team. I’ve tried various @me’s but it just doesn’t work. Maybe I’m picking the wrong field? I’m just spinning at this point mentally trying to get what seems like should be a very easy modification to work. Any help is greatly appreciated. EDIT: I have been able to make the widgets work if I manually edit each one to a specific person. I’m trying to avoid doing that 75 times. Hoping I can just pass the value of the logged in user down to each of them.

4 hours ago

JSager76Jr Varsity II

Financials

Restriction Groups to prevent listing of GL account amount on report or GI

We are currently on 22r2 and will move to 24r1 soon.We have the need to stop users from seeing and being able to drill down into certain accounts on the P&L by branch report. The users are all in the same branch, but not the same “department”. They should not be able to see wages for the branch management (highest priority), and preferably not other departments in their branch (secondary concern).I have set up a restriction group and assigned only top management and finance to the group. I have also assigned the specific sub accounts, and then the specific GL account, to the RG as well.The result is that the user can access the P&L by department, see the Wages listed on the P&L in total form. Further, then can click on the amount and drill into the Wages amount, seeing the restricted account detail, as well as the associated subaccounts, some of which are restricted also.I have read the help text documentation and understand that for performance reasons, this is the res

6 hours ago

Rmak0501Freshman I

Reports and Generic Inquires

Change field setting

Hi,In report “Account Details”, it only allow to run a single Account each time. I want to run a range of account, just like Period. I try to work on customization but not successful. Could some one help me on that?Thank you.Raymond

6 hours ago

juneterris87Freshman II

Configuration and Installation

Multiple Companies within 1 Tenant with different email address

I have a site operating 10 companies within one tenant. They want to send their invoices /statements from an email address relating to the relevant company. Within the notification template they can only set one email account which is not company specific. Anyone came across this with a solution ?

6 hours ago

Sagar GreytrixSemi-Pro III

Distribution

Change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method.

We are trying to change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method. If the prior class was Serialized with Lot/Serial class as "Default" and have tracking method as "Not Tracked" and Assignment Method as "When Received". However, If we try to change the lot/serial class of an item to any other lot/serial class We are getting an error as "Lot/serial class cannot be changed when its tracking method is not compatible with the previous class and the item is in use." We tried with zeroed out the quantity on hand for the item and ensured that there are no allocations for this stock item, but it won't work.How can we successfully change the Lot/Serial Class in this scenario? Lot Serial Issue Lot Serial Class

8 hours ago

raphrfSemi-Pro III

Configuration and Installation

Access right - Purchase order

Hi,I want to give an access right for deleting row in Purchase Order form without giving the right to delete an PO(header).How to reach the Detail grid in order to set it to delete ? I don’t see it :

8 hours ago

arjanJr Varsity II

Configuration and Installation

One-Time Discount per customer

Hello all,Wondering if there is an opportunity to have One-Time discount per customer. once they used the discount code, it is not available for second use-system detects customer discount usage activity-.Thanks,

9 hours ago

gracef

Construction

Inventory ID Descriptions

Hello,Need some guidance on Inventory ID descriptions and how to properly make sure they show up correctly on Invoices.. Our Customers and PM’s get confused since our invoices does not show the correct description that is entered or changed under the Revenue Budget Tab

9 hours ago

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harishr44

Distribution

How to add the company Logo on the PO printed form in Acumatica

How to add the company logo to the purchase order screen print form in Acumatica

59 minutes ago

HarshitaCaptain II

Configuration and Installation

Creating new role and assigning to user issue

1 hour ago

bigred1022

Reports and Generic Inquires

Pointing widgets to signed on user.

4 hours ago

JSager76Jr Varsity II

Financials

Restriction Groups to prevent listing of GL account amount on report or GI

6 hours ago

Rmak0501Freshman I

Reports and Generic Inquires

Change field setting

6 hours ago

Sagar GreytrixSemi-Pro III

Distribution

Change the Lot/Serial Class of an item to any other lot/serial class with different Tracking Method.

8 hours ago

gracef

Construction

Inventory ID Descriptions

9 hours ago

gracef

Construction

Project - Uploading Schedule of Value Description and Values

Is there a way of uploading my Project schedule of Value AIA g703 “Description and Value” Instead of adding each line item one by one?

9 hours ago

amyj03Freshman II

Financials

Is it possible to export directly to MS Word instead of PDF

Thank you for reviewing my question. Our customer would like to export Purchase Orders, Sales Orders, Invoices, etc. directly to MS Word instead of PDF. Has anyone been successful in doing this? Thank you in advance, Amy

9 hours ago

ASarkisian35Freshman I

Construction

Project Levels for tracking costs

What are the most levels you can track costs at the Project Level. The actual project module NOT the construction module. I am aware with construction by design has levels. In project I am attempting to configure for a marine company that treats customers with multiple vessels as projects whereby the project would be the customer, task would be ships(vessels) and a third level is required and would have to be an account group hyphenated with a what they use as a cliff code.Where construction would facilitate the 3rd level, I am not seeing that in projects.

9 hours ago

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