Skip to main content

Ask a Question, Get an Answer - March 24 - March 28, 2025 - Need so extra help this week!

Chris Hackett
Community Manager
Forum|alt.badge.img

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

 

Introducing Acumatica Cloud ERP: 2025 R1

Exciting news! Acumatica 2025 R1 has arrived, and it's packed with enhancements designed to make your work life easier, more productive, and more insightful. We've focused on three key areas: making the system even more intuitive, harnessing the power of AI, and delivering even deeper functionality for your specific industry.

 

Joel Hoffman - Acumatica Community Featured Member for March 2025

Meet Joel Hoffman our Acumatica Community Featured Member for March 2025. It’s great to have you as part of the Acumatica Community ​@joelhoffman!

 

Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 - Recording

Learn how to build a powerful generic inquiry to quickly identify discrepancies between actual and expected values in Acumatica. These generic inquiries can power dashboards, reports, and automations in Acumatica, helping your team focus on potential issues that require their attention.

Thank you ​@Neil Cantral for this very informative session!

 

How to Answer Questions on Acumatica Community - We need everyone’s help!

Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives.

 

Announcements, Hot Tips, Known Issues and Blogs

Feedback needed: Dashboard Personalization

Known issue: In Acumatica ERP 2024 R2 and earlier users could delete a staff schedule rule even if time slots were generated for it

Known Issue: On the Project Quotes and Sales Quotes forms, a user could create multiple quotes with the same reference number

Authorize.net Support and Deprecation in Commerce module

 

Shoutout to the following members who provided tips and assisted with unanswered questions last week. Thank you for all your help!

 

​@Zoltan Febert ​ ​ ​  ​@Samvel Petrosov ​ ​ ​ ​ ​ ​ ​​ ​ ​ ​ ​  ​@Chris Conlon  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​​ ​ 
​@vkumar ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@BenjaminCrisman ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@Thorsten Leppek ​  ​  ​ ​ ​ ​ ​ ​ ​ ​ 
​@arthia98 ​ ​ ​ ​ ​ ​ ​  ​  ​  ​ ​ ​ ​  ​@Tara Hodgkins ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@DBowers ​ ​ ​  ​ ​ ​ ​  ​ ​ ​ ​  ​ 
​@kevinpopeck ​ ​ ​ ​ ​   ​ ​  ​ ​ ​ ​ ​ ​  ​@aiwan  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​  ​@Dmitrii Naumov ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@mvolshteyn ​  ​ ​ ​  ​ ​ ​ ​  ​ ​ ​  ​@bwhite49 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@joelhoffman ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@meganfriesen37 ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@Dana Moffat ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@hkabiri ​ ​ ​ ​  ​ ​ ​  ​ ​ ​ ​ ​ ​ 
​@Manikanta Dhulipudi ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​  ​@sroberts29 ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ ​  ​ ​ ​  ​@hananeoufdir34 ​ ​ ​ ​ ​ ​ ​​  ​ ​  ​ ​ ​
​@Nilkanth Dipak ​  ​ ​ ​  ​ ​ ​ ​ ​   ​@darylbowman ​​ ​ ​ ​  ​​ ​ ​ ​ ​@ESTEPALINA ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@jsatlin ​ ​ ​ ​ ​ ​     ​ ​   ​@Vignesh Ponnusamy  ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​ ​ ​  ​@jessica.pidgeon ​ ​ ​ ​ ​​ ​ ​ ​ ​ ​ ​ ​
​@AlexSayavong53 ​ ​  ​  ​ ​  ​ ​  ​ ​  ​@kerrim ​  ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​ ​ ​  ​@danielklumpp ​ ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@hartj ​  ​ ​  ​ ​  ​ ​ ​​ ​ ​ ​  ​@Graeme Laughton-Mutu ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@rcambier ​  ​ ​ ​    ​ ​ ​ ​ ​ ​ ​ 
​@angierowley75 ​ ​   ​ ​ ​ ​ ​ ​ ​  ​@CAS2809 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@TansyLeeDerrick50 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​   ​ ​ ​ ​ 
​@AdelinaBasyrova75 ​ ​ ​  ​ ​  ​ ​ ​ ​ ​  ​@andrestamour43 ​ ​ ​ ​ ​   ​  ​ ​ ​ ​ ​ ​ ​  ​@Russ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@lauraj46 ​ ​  ​  ​ ​ ​ ​ ​  ​  ​@riglesias ​ ​ ​  ​ ​ ​  ​   ​  ​ ​ ​  ​@PatrickBacon   ​  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@SBaldwin  ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@Heidi Dempsey  ​ ​  ​ ​ ​  ​ ​ ​ ​ ​ ​ ​ ​  ​@ruchikasharma23  ​ ​​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 
​@eudescoelho29 ​ ​ ​ ​  ​ ​ ​ ​ ​ ​  ​ ​ ​ ​ ​  ​@PrasadIllapani76 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@KiranPenaka14 ​ 
​@BobStewart72   ​ ​  ​ ​  ​ ​ ​ ​ ​ ​ ​  ​@Olesia Alpeeva ​ ​ ​ ​  ​ ​ ​ ​ ​@Saikrishna V ​ ​ ​ ​ ​ ​ ​  ​ ​ ​ 
​@davidnavasardyan  ​ ​ ​ ​ ​  ​  ​ ​  ​ ​ ​ ​  ​@DrewNisley ​   ​ ​ ​ ​ ​ ​ ​ ​  ​@dcomerford ​ ​  ​ ​ ​ ​​ ​ ​ ​ ​ ​ 
​@StaceyReitz23 ​   ​ ​  ​ ​ ​ ​  ​@irinabarber62 ​  ​ ​ ​ ​  ​ ​ ​  ​@jkasprzyk98 ​ ​ ​ ​ ​ ​ ​ ​  ​ 
​@enhee0702 ​ ​ ​ ​ ​ ​ ​ ​    ​@aaghaei  ​ ​  ​ ​ ​ ​ ​  ​@vdiaz ​ ​ ​ ​ ​  ​ ​ ​ ​ 
​@KushaniPerera88 ​ ​ ​ ​ ​ ​ ​ ​   ​@krausef77   ​ ​  ​ ​ ​  ​  ​@nhatnghetinh  ​ ​  ​ ​ ​ ​  ​ 
​@anjalij24 ​ ​ ​ ​ ​  ​  ​ ​  ​@schneur96 ​ ​ ​ ​ ​  ​ ​ ​   ​@LauraWyckoff ​ ​ ​ ​​ ​ ​  ​  
​@jinin ​  ​  ​  ​ ​ ​   ​@mvines ​ ​   ​ ​ ​ ​ ​ ​  ​@Neil Cantral ​ ​ ​ ​ ​ ​ ​  ​  
​@Debbie Baldwin ​      ​  ​ ​  ​@Doug Johnson ​  ​  ​ ​ ​ ​ ​ ​  ​@plambert ​ ​ ​ ​ ​ ​ ​ ​ ​  
​@kgartly83 ​ ​ ​ ​ ​ ​ ​  ​ ​  ​@suebrown ​ ​  ​  ​ ​  ​ ​  ​@Django ​ ​ ​ ​ ​ ​   ​ ​ 
​@Prasadug ​ ​ ​ ​  ​ ​ ​ ​   ​@Natesan Sivarama  ​ ​ ​  ​  ​ ​ ​  ​@Ankita Tayana ​  ​ ​  ​ ​ ​ ​ ​ 
​@tkapuenene36 ​ ​ ​ ​ ​  ​  ​ ​  ​@clancour ​ ​    ​ ​ ​ ​@nasirh85 ​ ​ ​ ​ ​ ​ ​ ​ ​  
​@josiahl64 ​ ​ ​ ​ ​ ​ ​ ​ ​ ​  ​@travislawson ​ ​ ​ ​  ​ ​ ​ ​ ​  ​@debbiereed72 ​ ​ ​ ​ ​ ​ ​ 
​@Irina ​ ​ ​ ​ ​  ​ ​ ​ ​  ​@Naveen Boga ​ ​ ​ ​ ​ ​ ​​ ​   ​@michael66 ​ ​ ​   ​ ​ ​  ​ 
​@GlenMartin34 ​ ​ ​    ​  ​@WillH  ​ ​ ​ ​ ​ ​  ​@plambert ​ ​ ​ ​ ​ ​ 
​@srengdahl ​  ​@PragatiMalviya64 ​  ​@Preeti Rayen ​ 
​@KarthikGajendran ​  ​@bodiec   ​@tonym68 ​ 
​@johnw51 ​  ​@Chris Conlon ​  ​@parker26 
​@JimWare22  ​@justen0351  ​@astramathis30 

 

Think you have a potential answer, Jump In!

Help a Fellow Community Member Out!

Here's the list of questions that need response for this coming week. Hopefully with everyone’s help we can clean some of these up which may help others seeking similar answers in the future. Grab one before they’re gone:sunglasses: !

 

Configuration and Installation - Turn legacy Exchange Online tokens on or off

 

Construction - Project Change Order Qty Not Showing on the Revenue Tab/Proforma Invoice

 

CRM - The date filters on the processing screen are not working when selecting a specific date range

 

Develop Customizations - When failing to fill a mandatory field, I get an error instead of being prevented from submitting.

Develop Customizations - Issue: The Ending there is an Beggining Balance on Report but not in Account Details

Develop Customizations - "Enter Reason" Pop-up in Mobile Customization for AP301000 "Bill And Adjustment"

 

Develop Integrations with Web Services | APIs - SMS gateway integration with Acumatica

 

Distribution - Incorrect Billing Contact on Order/Invoice

Distribution - Help with Freight Provider Integration & Freight Cost/Sales Price Setup

Distribution - Select Entire PO to link to sales order

Distribution - what is the best way to be able to pay these bills and not mess up PO Accrual

Distribution - Requester Setup

 

Everything Else - Acumatica Multi-Currency - Velixo Consolidated Report

 

Field Service - How to email pictures that have been attached to an appointment with an appointment invoice

 

Financials - Unmatched items not defaulting to create payment

Financials - How to default Financial Year in Company Financial Year to match the current FY

Financials - Customer required to prepay to start production but has to pay total before delivery

Financials - Generic Question - adding finance charges to invoices or account?

 

Import and Export Scenarios - Import Scenario to Create Shipment and Add Sales Order

Import and Export Scenarios - Purchase Receipt Creation skips every other line with Import Scenario

 

 

Professional Services - For 2025R1 - Is it a feature or feature and customization project?

Professional Services - Adding Discount to Time and Material Invoice

 

Reports and Generic Inquires - Having CoPilot in the help section of eg. the Generic Inquiry Editor

Reports and Generic Inquires - Purchase Accrual Details - help reconciling

 

Thank you all for your efforts! 

@Chris Hackett

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
Did this topic help you find an answer to your question?

0 replies

Be the first to reply!

Reply


Most helpful members this week

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved