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346 Topics
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Community Resource Library

This is a consolidation of Acumatica Community generated resources. These include community webinars, mentoring sessions, Tips and Tricks. Webinars Mentoring Sessions Tips and Tricks

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Acumatica Community Featured Members - Consolidated

Hi everyone - Below are the Acumatica Community Featured Members consolidated. April 2025 - Samvel Petrosov - Acumatica Community Featured Member for April 2025 March 2025 - Joel Hoffman - Acumatica Community Featured Member for March 2025 February 2025 - Featuring our 2025 Acumatica MVPs January 2025 - Josh Wright - Acumatica Community Featured Member for January 2025 December 2024 - Andre St. Amour - Acumatica Community Featured Member for December 2024 November 2024 - Heidi Dempsey - Acumatica Community Featured Member for November 2024 October 2024 - Dipak Nilkanth - Acumatica Community Featured Member for October 2024 September 2024 - Aleks Iwan - Acumatica Community Featured Member for September 2024 August 2024 - Debbie Baldwin - Acumatica Community Featured Member for August 2024 July 2024 - Megan Friesen - Acumatica Community Featured Member for July 2024 June 2024 - Bryan Bresnan - Acumatica Community Featured Member for June 2024 May 2024 - Sam Kabiri - Acumatica Community F

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Getting started in the Acumatica Community

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 Check out community webinars, mentoring sessions, tips and tricks in the Community Library as well as Blogs Start your own question/discussion How to Get Faster Answers in the Acumatica Community Give back by helping others with their questions How to Answer Questions on Acumatica Community 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.

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Ask a Question, Get an Answer - March 31 - April 4, 2025 - Need so extra help this week!

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 Samvel Petrosov - Acumatica Community Featured Member for April 2025 Meet Samvel Petrosov our Acumatica Community Featured Member for April 2025. It’s great to have you as part of the Acumatica Community ​​@Samvel Petrosov! Save the date: Coffee & Code - Modern UI Apr 22 Join us for the first Coffee & Code event of the year - Modern UI, a webinar where Acumatica’s Varthini Bhaskaran and Vignesh Ponnusamy dive into the modern UI and best practices. Moderated by Ekaterina Androsova. Grab a coffee and let’s talk code! Tue, Apr 22 - 11:00 AM - 12:00 PM PDT Register here: Teams Webinar Acumatica User Groups New! Michigan Acumatica User Group , Northern New England Acumatica

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Samvel Petrosov - Acumatica Community Featured Member for April 2025

Meet Samvel Petrosov our Acumatica Community Featured Member for April 2025. It’s great to have you as part of the Acumatica Community ​​@Samvel Petrosov! Hi everyone! I’m Samvel Petrosov, Senior Analyst at Information Integration Group, Inc. I have been with IIG for almost 10 years now. I started as a developer and got recognized as developer MVP since 2019. Currently, I still have some development projects, but most of the time I am working on system implementations and custom solutions design. I enjoy solving complicated cases and finding solutions to everyday challenges coming with the variety of projects. On a more personal note, I live in Glendale, CA with my wife and our frenchie “Lady”. I enjoy playing chess and recently started looking into golf. We love traveling and recently came back from Cairo, Egypt.

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darylbowman
Captain II
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Community Site Down - Resolved

Community site is experiencing issues and Gainsight support notified. Apologies for the inconvenience.

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Chris Hackett
Community Manager
S
Freshman I
scmaxim1Freshman I
asked in Community site discussions
Service Contracts/Contracts/Projects

How would you use Acumatica to track the cost of goods issued to a customer over the course of a year or more where the customer is billed monthly for services and stock items? Would you use projects? Service Contracts? Contracts? SP orders or Service orders? Or a combination of those features? Projects seems to be the only module that Acumatica advertises the ability to track cost and gross profit but it seems overkill for standard contractual businesses. It also doesn’t track cost in the cost budget from SP orders without some decent upfront configuration and maintenance of that configuration. Service Contracts/Service Orders doesn’t have the extensive report functionality that projects does and it doesn’t appear to have the ability to track the costs of issued materials from that service order on the service contract to get a good gross profit number the contracts module doesn't seem to allow the sale or issuance of stock items at all but it does seem to have all of the other functi

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nhatnghetinh
Captain II
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Ask a Question, Get an Answer - March 24 - March 28, 2025 - Need so extra help this week!

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 Discrepa

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 - Recording

Acumatica Community Webinar - Management by Exception: Creating a Generic Inquiry for Discrepancy Monitoring - March 26, 2025 | 9am - 10am PT Description 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. This webinar was developed in response to questions from the 'Managing Operations by Exception' session at Summit 2025, where I demonstrated how generic inquiries can highlight records needing manual intervention due to unexpected values on customer POs, data entry errors, or workflow gaps Audience Skill level: Intermediate Attendees should be familiar with creating generic inquiries and joining multiple tables. Presented by Neil Cantral | Director of IT | Acumatica MVP Wilmar, LLC Recording Below Presentation Attached

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
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! Hi everyone, I’m Joel Hoffman, Director of Product Management for Construction at Acumatica. I have been with Acumatica almost 6 years. Since graduating high school and thinking that “these computers may go somewhere”, I have been part of the technical community. I have spent most of my career in the Construction technology sector and witnessing how things evolved is incredible. I commend the companies that have been leaders in technical adoption and the ways construction has been improved, especially with constant change and challenges faced. I’m from the Philadelphia, PA area and enjoy the change of seasons we experience each year, from Winter to Spring, Summer and Fall. As an avid Philadelphia sports fan, especially the Super Bowl Champion Philadelphia Eagles, where I have been a season ticket holder for more than 35 years, fall brings a

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Debbie Baldwin
Acumatica Moderator
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Ask a Question, Get an Answer - March 17 - March 21, 2025 - Great help from everyone last week!

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 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 | 9am - 10am PT 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. How to Answer Questions on Acumat

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Chris Hackett
Community Manager
B
Freshman I
bbonduraFreshman I
asked in Community site discussions
Hiding commission from sales order.

Hello, I am trying to hide the salesperson commission on the commission tab on a sales order invoice. I’ve revoked everything I can find. Can someone please help me on where to choose the correct permissions for it? Thanks!

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B
Freshman I
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Ask a Question, Get an Answer - March 10 - March 14, 2025 - Great help from everyone last week!

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 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 | 9am - 10am PT 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. How to Answer Questions on Acumat

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Chris Hackett
Community Manager
iqraharrison
Captain II
iqraharrisonCaptain II
asked in Community site discussions
Does the community portal allow you to save your post to a draft?

If it doesn’t, is this something we can add 😀 I tend to leave my tab for one thing or another and I’ve closed my browser not realizing i finished a post so wanted to ask in case, i can go back and find my unposted post.

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Chris Hackett
Community Manager
A
Jr Varsity I
arslnJr Varsity I
asked in Community site discussions
The information below SOLine grid

Hi everyone,Can anyone please tell me the source fields of the information in label below the SOLine grid in SOOrder screen?Thank you

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Chris Hackett
Community Manager
D
Freshman I
DhruvFreshman I
asked in Community site discussions
Can we generate event history for import scenario

Hi, can anyone please let me know that is there any way in Acumatica or Acumatica itself generate event history for import scenario and if then how ? Eg:- I have a formula screen and when I created a new formula or updated an existing formula then it ‘s event history does not show that the formula is created from import scenario or updated from import scenario. So, how I can generate the event history for same. Please let me know if anyone has solution or suggestion on this question. Thankyou,

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J
Freshman I
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Ask a Question, Get an Answer - March 3 - March 7, 2025 - Great help from everyone last week!

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 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 | 9am - 10am PT 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. How to Answer Questions on Acumat

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Ask a Question, Get an Answer - February 24 - February 28, 2025 - Need extra help this week!

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 Congratulations to our 2025 Acumatica MVPs! At Acumatica, we’ve made this collaborative mindset our Rallying Cry: “Building the Future of Business, Together.” It means we and our customers, partners, and creators rely on each other to succeed in today’s digital and—let’s be honest—uncertain marketplace, and there are many in the Acumatica Community who elevate this collaboration to a different plane. AI Support Agent Pilot - Need more volunteers! 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 peo

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
David Gelula - Acumatica MVP 2025

Hi, I'm David Gelula — the managing principal at Revive ERP, a dog lover, and now a proud Acumatica MVP for 2025. Being an Acumatica MVP is more than a title to me—it's an acknowledgment of Revive's company-wide culture of innovation, teamwork, and dedication. I oversee our corporate services at Revive—from finance and legal to HR. When I'm not running Revive, I'm probably running to vet appointments. I'm deeply involved in a cause that's close to my heart. I foster and care for special needs and hospice pups. My six fur babies at home are just the start of my lifelong mission to give every dog a second chance. Beyond work and dogs, I'm a huge Star Wars Superfan (yes, I've won the Star Wars Superfan contest three times on Disney Cruises!) and a dedicated supporter of my beloved Chicago Bears. I'm lucky to share my life—and my love for humanity's best friend—with my incredible wife and best friend, Becky. Thanks for stopping by to get to know me. I'm always open to new connections and o

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Eric Hugunin - Acumatica MVP 2025

Hello, my name is Eric Hugunin. I'm the COO/CFO for Phoenix. We are a general contractor and operate mostly in the insurance restoration industry, although our traditional general contracting lines are growing. We subscribe to the construction vertical and have been able to customize and tailor the Acumatica software to fit our specific needs as we have different service lines and metrics based on our niche services. In 2019, we started our ERP journey as we were still operating QuickBooks after 20 years in business. We were on the verge of imploding with our QuickBooks software due to the amount of data. We were 100% paper-based and untimely in our financial reporting. Acumatica was the #1 choice for us as it was cloud-based, allowed for customization, provided built-in CRM and GAAP revenue recognition, integrations with existing timekeeping software, among others... The software has allowed us to be entirely paperless in our invoicing, payables, and credit card transactions. We are l

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Ask a Question, Get an Answer - February 17 - February 21, 2025

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 Congratulations to our 2025 Acumatica MVPs! At Acumatica, we’ve made this collaborative mindset our Rallying Cry: “Building the Future of Business, Together.” It means we and our customers, partners, and creators rely on each other to succeed in today’s digital and—let’s be honest—uncertain marketplace, and there are many in the Acumatica Community who elevate this collaboration to a different plane. Read the Blog Here AI Support Agent Pilot - Need more volunteers! 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 inter

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Josh Wright - Acumatica MVP 2025

Hi everyone, I’m Josh Wright! I work for HemaSource, a customer of Acumatica’s Distribution Edition - distributing medical supplies. Here are the top 3 things I’m excited about heading into 2025: Order processing improvements – I’m hoping to leverage newer features like Manage Sales Allocations and Order Orchestration. We’re still figuring it out, as our current process is pretty complex with multiple warehouses and fulfillment strategies. Migrating our customizations to the new UI in the next upgrade. It’ll be a fun challenge to simplify and improve our custom work. Meeting more of you in person at Summit, in addition to my regular meetings with the Distribution CAB and the in-person Utah User Group! Please reach out if you would like to talk ideas and problems! I can help out with Distribution, Customization (C# and low-code), the test SDK, and Private Cloud Hosting. Personally, I like building and being outdoors —whether it’s home renovations, woodworking, or electronics. I also enj

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Naveen Boga - Acumatica MVP 2025

I’m Naveen Boga, a passionate Acumatica developer with a deep-rooted commitment to this ecosystem since 2016. Over the years, I’ve had the honor of receiving 5 consecutive Acumatica MVP awards—an achievement that reflects my dedication to knowledge-sharing, problem-solving, and fostering innovation within this incredible community. For the past year, I’ve been working as an independent consultant, a journey that has allowed me to work directly with clients, understand their unique challenges, and create tailored solutions. This experience has been both fulfilling and inspiring, as I’ve witnessed firsthand how Acumatica continues to empower businesses worldwide. My expertise lies in technical problem-solving, particularly in customizations and integrations. Some of my key focus areas include: Architecting and delivering complex business solutions tailored to clients’ specific needs. Collaborating with VARs and end customers to enhance and optimize their Acumatica implementations. Perfor

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Jennifer Douglas - Acumatica MVP 2025

Hello friends, I’m Jennifer Douglas. I am a wife, and mother of three, as well as the Information Technology Manager for Tobacco Rag Processors, Wind River Tobacco, and US Tobacco de Mexico. I consider myself a professional chaos manager both at home and work. My children, 18, 10, and 8 are the center of my world and my reason for working as hard as I do. I love attending their club soccer tournaments, piano recitals, school events, and spending time nightly helping with homework and practices. It’s a nonstop full sprint every day and I try very hard to schedule any travel in such a way that I don’t miss the important events. I’ve included photos of my personal circus, from Easter last year, and the annual matching PJs for Christmas, with Pops and my daughters longtime boyfriend getting in on the fun. I come from a large Italian/Irish/Germain family and as the only girl I thrive in friendly competition. I played sports all through school and to this day don’t back down from a challenge

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Chris Hackett
Community Manager
Chris Hackett
Community Manager
Chris HackettAcumatica Community Manager
posted in Community site discussions
Dave Munson - Acumatica MVP 2025

Hi, I’m Dave Munson and I own Saddleback Leather Co. We make the longest lasting, over engineered leather bags in the world. Our bags are so durable that we offer a 100 year warranty. I designed the first bag while I was teaching English in Mexico over 20 years ago and I’ve survived terrorists, swindlers and an assassin to build the Saddleback brand. I’m married to my hot wife, Suzette and we have two children, Sela and Cross and a whole bunch more in Rwanda. We moved to the Fort Worth, TX area in 2016 and live in safari tents. I love traveling and meeting people all over the world. Probably the coolest experience I’ve had recently is walking with lion’s with a king in Zambia. Acumatica has helped our company by creating a seamless integration with our Ecommerce platform Big Commerce. Additionally, the customizable dashboards and modules have allowed us to tailor the platform to our unique needs. The real time inventory tracking, planning and data analytics and reporting have been a ga

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Chris Hackett
Community Manager

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