What you may have missed in the Acumatica Community! August, 2023

  • 8 September 2023
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Userlevel 7

Dear Community Member,

With so much going on in the Acumatica Community I have consolidated recent activities in case you missed anything.

Connect, Learn and Share


Daryl Bowman - Acumatica Community Featured Member for September 2023

Meet Daryl Bowman our Acumatica Community Featured Member for September 2023. It’s great to have you as part of the Acumatica Community @darylbowman!


Upcoming Acumatica User Group Meetups - Join and participate!

If you’re located in one of these areas, please join your local group and attend if possible.

Utah Acumatica User Group

SAVE THE DATE | August 31st 4-7pm | Utah User Group Meetup

Join a local Acumatica User Group today!


Product update announcements

Acumatica 2023 R2 Beta 1

Acumatica 2022 R1 Update 24 Build 22.124.0015

Acumatica 2023 R1 Update 8 Build 23.108.0020

Acumatica 2022 R2 Update 17 Build 22.217.0036

Acumatica 2023 R1 Update 9 Build 23.109.0023

Acumatica 2022 R1 Update 25 Build 22.125.0008

Acumatica 2023 R1 Update 10 Build 23.110.0025

Acumatica 2023 R2 Beta 2


Tech tips and helpful information

How to override the Release Receipt action of the Receive And Put Away screen with the new Automated Warehouse Operations Engine in Acumatica ERP 2021 R1 and later

Known issue: Users could not apply prepayments to AP bills due to the following error: "AP Error: The document balance has not been recalculated in the base currency. Please report a bug."

Known issue: On the Recalculate Vendor Balances form, the recalculation process reopened the prepayment request and made its balance negative

How to import progress billing balances starting from Acumatica ERP 2023 R1: general information

How to import progress billing balances starting from Acumatica ERP 2023 R1: step-by-step guide

Known issue: In Acumatica ERP 2022 R1 and 2022 R2, on the Journal Transactions form, the details table was displayed incorrectly

Splitting expense receipts automatically by customer

How to export stock item attribute values to the BigCommerce custom field values
Injecting a custom action into SO Quick Process

How to resolve an error "CS Error: Segment 'SegmentID' cannot be deleted as it has one or more override segments" on attempt to delete a segment on the PROJECT segmented key

Update on timing of Acumatica 2023 R2 Launch Event

Understanding table links and Filter conditions to retrieve the most recent record in a data table - GI or Report

How to resolve the "Code NotFound : Unknown code." error during the Shopify shipments synchronization on the Sync History form

How to customize Create Business Account action on the Opportunities form to copy a custom address box value

Payroll for US Territories

Creating a Message Column for Generic Inquiries: A Streamlined Approach to Validation

Known issue: When on the Move form, a user creates a negative transaction containing backflushed material, the system generates a duplicate line for each back-flushed material on the Materials form

Known issue: On the Account Details form, a user who had access to only one active branch could not reclassify transactions due to the 'BQL verification failed: Select2`3...' error

How to add tax amount to the Pro Forma Invoice printed form

How to customize the Convert to Order action on the Sales Quotes form to copy notes from the sales quote to the created sales order

How to customize the Create Shipment action on the Sales Orders form to copy files from the sales order to the created shipment

After an upgrade to Acumatica 2022 R1 or later, carrier services may stop working due to the changes introduced into the Shipping Carrier Integration feature licensing

README for Customization Projects by Tony Lanzer

Outlook Plugin Clear Cache

SQL Server Encryption Enforcement requires web.config changes in 2023R1

Known issue: In some cases, in the Customer Statement (AR641500) and Customer Statement MC (AR642000) reports, documents were not sorted by document date

Known issue: User could not release an AP check due to the following error 'GL Error: The application cannot be released, because the documents are related to different branches and the Inter-Branch Transactions feature is disabled'

Known issue: User could not prepare the consolidated customer statement due to the following error 'Another process has added the 'ARStatement' record. Your changes will be lost.'

How to create a new project from different data entry forms by clicking Edit to the right of the Project box in the Summary area

Known issue: Users could not edit a value in the 1099 Box column in the AP retainage document associated with the 1099 vendor

Known issue: User could not delete customer statements generated by mistake on a future date

Known issue: In rare cases, the AP payment could not be released or opened on the Checks and Payments form due to the following error: 'An error occurred during processing of the field Balance: Object reference not set to an instance of an object.'

Known issue: In Acumatica ERP 2023 R1, on the Pro Forma Invoices form, the system used the account group from the sales account specified on the billing rule, instead of copying the account group from the project revenue budget line

How to enable the Load Records from File action on the table toolbar of a data entry form

How to add the Quick Process command to the Sales Order screen in the Acumatica mobile app

Known issue: In some cases, when a user tried to open marketing campaigns by using the Marketing Campaigns form, the "Execution Timeout Expired" error occurred

How to use an import scenario to enable the Default check box for a customer location

Known issue: Default payment method on the Customers form is not updated when the user changing the customer class

How to resolve the "Error: Rate is not available" error on an attempt to confirm a shipment with the selected Residential Delivery check box

How and why are your clients using Project Cost History (PM706230) report?

Developing with Acumatica's Archiving Feature

Ask a Question, Get an Answer - September 4 - September 8, 2023 - could use some extra help this week!

Known issue: On the Project WIP (PM651500) report, the Period Cost, Cost to Period and Billings to Period columns show data from a period that was not selected in report parameters

Known issue: In some cases, the system displayed incorrect period description in the lookup table for the Financial Period box on the Report Parameters tab of an ARM report



Acumatica Customer Newsletter - August 2023

Acumatica Partner Newsletter - August 2023

Acumatica ISV Newsletter - August 2023

Acumatica Newsletter - August 2023


Don’t miss! - Upcoming events

Why Acumatica Cloud ERP Outshines QuickBooks - September 12, 2023 10:00 am - 10:45 am PST

acuCONNECT 2023 - The Virtual Conference for Acumatica Customers and Partners - Wed, Sep 13, 10:30 AM - Thu, Sep 14, 5:30 PM

Quality Management for Distributors, Manufacturers, and Inventory-Centric Businesses - September 14, 2023 10:00 am - 10:45 am PST

Sustainable Strategies: The Secret to Boosting Your Revenue and Reputation - September 19, 2023 10:00 am - 10:45 am PST

Build Better Construction Operations with Acumatica - September 21, 2023 10:00 am - 10:45 am PST

CRM: Perfecting the Contact-to-Cash Process - September 26, 2023 10:00 am - 10:45 am PST

The Best Omnichannel Sales Strategies for the Home Goods and Furnishings Industry - September 28, 2023 11:00 am - 11:45 am PST


Did you miss? - Past events

Empowering Your Field Service Workforce with Mobile Solutions - August 09, 2023 10:00 am - 10:30 am PST

CRM: Best Practices and Future Vision - August 15, 2023 10:00 am - 11:00 am PST

Streamlined Shipments: Why Acumatica and 3G Pacejet are an Essential Combination for Distributors, Retailers, and Manufacturers - August 23, 2023 11:00 am - 11:45 am PST

Drive Sustainable and Predictable Growth with Strategic Distribution Metrics and KPIs - August 30, 2023 11:00 am - 11:30 am PST


That's it for now folks but I'm sure there will be a lot more soon! Take a moment to get in on the questions, conversations and ideas in the Acumatica Community and make your voice heard!


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