Community site FAQs and questions
New to the Acumatica Community? WELCOME! Here’s how to quickly get started. Connect, Learn and Share The Acumatica community is a place where you can:Collaborate with customers, partners, prospects, and Acumatica employees. Take a moment and introduce yourself HERE. Find answers to your questions and issues with Acumatica in the Discussion Forums and Knowledge base Join the discussions and meetups at Acumatica User Groups Influence Acumatica roadmap by bringing your ideas to the table at our Ideation forums You can find our Community Terms here. Reach your Community Manager @Chris Hackett anytime!Before we get into the different areas of the community, remember Search is your friend!View all to search by Source, Topic Type, Community category, Tag, etc. Want to see the most recent activity across the community? By default, the home page opens on Recently active. Want to check out ALL the forums hosted in the community? Check out the Forums tab where you’ll see all the forums you can pa
Welcome to Acumatica Community! We are super excited to announce its official launch!Acumatica community is a place where you canCollaborate with Acumatica customers, partners, ISVs, OEMs, prospects and Acumatica Team Find answers to your questions and issues with Acumatica at Discussion Forums and Knowledge base Join the discussions and meetups at Acumatica User Groups Influence Acumatica roadmap by bringing your ideas to the table at our Ideation forums Any feedback and questions about this platform are welcome under this post! You can find our Community Terms here.
Meet Kandy Beatty our Acumatica Community Featured Member for June 2023. It’s great to have you as part of the Acumatica Community @kandybeatty49! Hi, my name is Kandy Beatty. I am an Acumatica Team Lead at SWK Technologies. The majority of my experience in ERP, finance, and distribution came from my time spent serving in the United States Navy. As a Logistics Specialist, I was on Active Duty for more than eight years of my life. I have been working in the Acumatica space for a little over 9 years now. I enjoy helping daily in the Community being able to offer solutions and give advice. I enjoy seeing the community develop and the activity happening within. I am constantly appreciative for the many different and creative ways that other people can problem solve. Outside of the Acumatica world, I am married with 4 kids total and English Bulldog named Winston (also known as Macaroni or Handsome). The dog is the only one who doesn’t talk back. 😊 In my spare time, I enjoy traveling, atten
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Kandy Beatty - Acumatica Community Featured Member for June 2023Meet Kandy Beatty our Acumatica Community Featured Member for June 2023. It’s great to have you as part of the Acumatica Community @kandybeatty49! Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@Janella @Laura02 @mweaver78 @darylbowman @abdallaahmed61 @stephenward03 @jeffgrammer69 @Yuriy Zaletskyy @aaghaei @iqraharrison48 @kpopova @John Masi @manikantad18 @lbeattie38 @Harshita @parveza33 @kandybeatty49 @sweta68 @robsidrow00 @Naveen Boga @miguel80 @meganfriesen37 @AmaanFazeer11 @esha
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share ***Check out these hot tips!***Optional table relations for getting attributes values from itemsMay 2023 Tips and Tricks Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@Dana Moffat @Laura02 @John Masi @ericwolfe74 @bzelinski @darylbowman @sweta68 @kandybeatty49 @Anacarina Calvo @Naveen Boga @rgiron @chidao @Harshita @manikantad18 @Freeman Helmuth @Debbie Baldwin @jyounes @Doug Johnson @caseyh35 @JRygielski77 @Denham @estebanperalta54 @iqraharrison48 @dgodsill97 @Patrick Chen @lauraj46 @ThasinduRanasinghe61 @dgross @ltussing03 @RohitRat
When I select the Type: Initially the drop down menu displays: Normal, Drop Ship, Project Drop Ship, Blanket, Standard.If I select BLANKET - the drop down menu displays on two options. Normal and Drop Ship. Do you know why?
Good day. I would like to inquire if this happened to others and what are the causes and solutions for this. We encountered in one of our purchase orders that the totals on the document summary still have values even if there are no values on the details tab. This also happened on some of our purchase requisitions. Is this a bug or something? Thanks in advance. Note: 2021 R2 Build 21.215.0016
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share May 2023 Tips and TricksHI Everyone! Here are some tips and tricks on using Acumatica efficiently! Thank you @kandybeatty49! Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@meganfriesen37 @darylbowman @manikantad18 @Laura02 @iqraharrison48 @nathantrauscht @davidnavasardyan09 @Naveen Boga @aaghaei @NataliaRozhikhina96 @Anacarina Calvo @sweta68 @RohitRattan88 @bgreene87 @angierowley75 @Heidi Dempsey @Christina @Sai Chettiar @Pinny @PatrickSchlenker90 @caseyh35 @lauraj46 @estebanperalta54 @Debbie Baldwin @marina25 @joelhoffman @Doug Johnson @
Hi guys, here is how you can change username for Acumatica community.go to portal.acumatica.com go to My profile change your user name and click Save
Hi everyone - We are aware there’s currently a refresh and notification issue with the community site. The vendor support has been contacted. I’ll update this post when it’s been resolved. Thank you for your patience!
Meet Jeff Goldberger our Acumatica Community Featured Member for May 2023. It’s great to have you as part of the Acumatica Community @Jeff96! Hello! I am Jeff, the COO of Tiger Companies, a distribution company based in NJ. My position keeps me busy overseeing various aspects of our operations. My primary responsibilities include overseeing our warehouse, logistics, ERP, and technology systems.One of the most exciting parts of my job has been learning about Acumatica and the many ways it can help us. I wasn't familiar with any ERP before we began using Acumatica; I thank my current knowledge to this community. I read almost every new question posted and use the answers provided to expand my knowledge. I live in a suburb an hour away from New York City. I am married and have four wonderful children. In my spare time, I love to keep busy with DIY projects around the house, always eager to learn new skills and improve my home.
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@kandybeatty49 @Robert Sternberg @darylbowman @manikantad18 @Dana Moffat @Laura02 @Anacarina Calvo @Andy Smith @Naveen Boga @ntrapani @aaghaei @jlpatch @PatrickSchlenker90 @LuisGoncalves55 @Kelly02 @Gabriel Michaud @jbuddecke71 @mikeho @RafaDiazBAI @meganfriesen37 @Vignesh Ponnusamy @ericwolfe74 @Debbie Baldwin @plmainard @estebanperalta54 @hkabiri @kellymorin16 @jevensen @Sai Chettiar @smarenich @kdavis45 @Jennifer Douglas @girik06 @DBowers @Patrick Chen @iqraharrison48 @
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Jeff Goldberger - Acumatica Community Featured Member for May 2023Meet Jeff Goldberger our Acumatica Community Featured Member for May 2023. It’s great to have you as part of the Acumatica Community @Jeff96! ***Check out the below the hot tips***Emulator for you PC - Than run Acumatica Mobile App on topUpdating employee information - Organization Workspace Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@Heidi Dempsey @meganfriesen37 @aaghaei @BenjaminCrisman @manikantad18 @kandybeatty49 @ramya15 @Naveen Boga @ArunR22 @darylbowman @Missy Main @sweta68 @
I tried to open the addons area but I get:You might not be allowed to view this area. Please contact the Community Team if you require access to this area.I previously was logging in as a guest but now I am logged in on an account linked to the company I work for. I thought that would be enough but apparently not. Is there something else that needs doing? I’m particularly trying to see infromation about the easypost plugin/addon. Thanks for any help, Phil
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Attention Acumatica Developers - Check out this community mentoring session with @Yuriy Zaletskyy!10 things I wish I knew, when I started Acumatica development - A Community Mentoring session with Yuriy Zaletskyy - April 19, 2023 at 12:00PM ETRecording HERE ***Check out the below the hot tip***Working with Acumatica Support: New case closure guidelines Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@meganfriesen37 @nathantrauscht @darylbowman @Naveen Boga @aaghaei @Dantheman88988 @SBalmer1 @chidao @Karl Brooks @Laura02 @cmoreland @kandybeatty49 @manikantad18 @ji
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Attention Acumatica Developers - Check out this community mentoring session with @Yuriy Zaletskyy!10 things I wish I knew, when I started Acumatica development - A Community Mentoring session with Yuriy Zaletskyy - April 19, 2023 at 12:00PM ETRecording HERE ***Check out the below the hot tip***Known Issue: In some cases, a user could not delete a project on the Projects (PM301000) form due to the 'Project (ProjectID) cannot be deleted because it is referenced in the following record: Daily Field Report (DailyFieldReportID)' error Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@vignes
Meet Dana Moffat our Acumatica Community Featured Member for April 2023. It’s great to have you as part of the Acumatica Community @Dana Moffat !Extra shoutout for helping lead the Canada East Acumatica User Group! Hi everyone, here is a little bit about me.I live in Montreal, Quebec Canada and I speak and write both French and English. I am a Product Manager for the Distribution edition. I work from my home office with my co-worker Bianca, a blue-point siamese cat. I really enjoy reading your questions and product ideas on community - this is such a vibrant and creative community percolating with ideas! I like to hang out on community and will often reach out to community members and ask to meet to do a deeper dive on their post or to gather feedback on ideas that we are researching and targeting for development.
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Dana Moffat - Acumatica Community Featured Member for April 2023Meet Dana Moffat our Acumatica Community Featured Member for April 2023. It’s great to have you as part of the Acumatica Community @Dana Moffat ! ***Check out the below the hot tip***How to display multiple images horizontally in Report DesignerTypically with the Report Designer when there is more than one detail record the information is printed vertically, with one row displayed in each detail section. However you can save space and make reports prettier by printing the images horizontally. Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank yo
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Dana Moffat - Acumatica Community Featured Member for April 2023Meet Dana Moffat our Acumatica Community Featured Member for April 2023. It’s great to have you as part of the Acumatica Community @Dana Moffat ! Describe how Attributes provided a fast no code solution for your business?Looking for real world examples on how Attributes in Acumatica ERP are solving everyday business challenges. Please share your experience. ***Check out the below the hot tips***How to mass import translated fields with an import scenarioHow to create a sales order and link it to an existing drop-ship purchase order using an import scenarioAcumatica documentation for 2023 R1 is now availabl
Hi,I’m a newer community member and I’d like to read this post but I’m getting the “Oops. You might not be allowed to view this area. Please contact the Community Team if you require access to this area.” errorhttps://community.acumatica.com/maintenance-and-troubleshooting-15/known-issue-in-some-cases-when-a-user-signed-in-to-the-system-the-company-and-branch-selection-menu-was-missing-on-the-top-pane-of-the-acumatica-erp-screen-and-the-user-could-not-access-any-branch-8959Thanks,Chris
Hello everyone!We are pleased to announce that our Knowledge Base now has a new improved articles’ categories! We have reworked the whole structure and introduced articles archivation so you would be able to locate and navigate through articles easier and see only the relevant instructions and solutions.You can access as usual via top menu from any Community page or by navigating to the Knowledge Base home page as shown on the following screenshots. Please let us know your thoughts on it!
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Register Now: What's New for Developers in Acumatica 2023 R1For each major release of Acumatica, we provide information specifically tailored to developers and other technical individuals. We cover the newly released technologies & features that we want to make sure you are aware of as well as any breaking changes that this release may bring. How can we improve sales metrics in CRM?We would like your feedback with regards to improving our out of the box offerings for sales metrics? ***Check out the below the hot tips***Known issue: In Acumatica ERP 2022 R2 and earlier, in some cases, on the Production Order form, the status of an order did not change from Releas
Meet Reza Aghaei our Acumatica Community Featured Member for March 2023. It’s great to have you as part of the Acumatica Community! @aaghaei Hello Community,My name is Reza. I love the sun and heat but not sure why I am living in Vancouver which is cold and rainy 😂. Those who have not been here should know if we are lucky, we will have a week or two of constant clear sky and feel the heat in July. I have my master's in Accounting and am a CPA who has worked in accounting/finance in different positions from clerical to CFO roles over 20 years and surprisingly simultaneously as a developer too. I love to help people within my time and knowledge constraints.I love photography. It is the sun going down not fire.
It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share Recording - Acumatica Community Webinar - Inventory Optimization with Acumatica Inquiries - Tue, Mar 14, 2023Did you miss our Acumatica Community Webinar - Inventory Optimization with Acumatica Inquiries? Check out the recording! ***Check out the below***Acumatica 2022 R2 Update 12 Build 22.212.0046 Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@kandybeatty49 @aaghaei @vkumar @joelhoffman @max21 @Dana Moffat @Debbie Baldwin @ERPTwang44 @Jennifer Douglas @dh69 @Robert Sternberg @cindywhitner76 @rosenjon @dougmcbride79 @brendan91 @manikantad18
