Community site discussions

Hi everyone - We are aware there’s currently a discussion post refresh and notification issue with the community site. It appears posts can still be made but they are not showing up on the site. The vendor support has been contacted. I’ll update this post when it’s been resolved. Thank you for your patience!

Hi everyone - We are aware there’s currently a discussion post refresh and notification issues with the community site. It appears posts can still be made but they are not showing up on the site. The vendor support has been contacted. I’ll update this post when it’s been resolved. Thank you for your patience!

Does anyone know how to permanently set the screen to display more records ie. vertically?  Some of the screen has a scrollbar on the side to scroll up/down for more records although there are still a lot of room at the bottom of the screen.For example, this screen the bottom part still has a lot of room and I can only drag the line down for a few more rows: I can zoom in on my browser to display more records vertically but then the font size becomes too small to read.  Please advise if there is a way to modify the screen to display more rows (ie. permanently).  Thanks...

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 Angie Rowley - Acumatica Community Featured Member for October 2023Meet Angie Rowley our Acumatica Community Featured Member for October 2023. It’s great to have you as part of the Acumatica Community @angierowley75! Tell us how we're doing! Acumatica Community Feedback Survey - 2023We would really appreciate you taking a couple minutes and letting us know how we’re doing. Your feedback is vital to us making sure we supply the best community experience possible.Acumatica Community Feedback Survey - 2023 Hot Tips, Known Issues and BlogsStarting from Acumatica ERP 2023 R1 Update 10, a validation for calculating specific total and line total values has been implemented for

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 Angie Rowley - Acumatica Community Featured Member for October 2023Meet Angie Rowley our Acumatica Community Featured Member for October 2023. It’s great to have you as part of the Acumatica Community @angierowley75! Tell us how we're doing! Acumatica Community Feedback Survey - 2023We would really appreciate you taking a couple minutes and letting us know how we’re doing. Your feedback is vital to us making sure we supply the best community experience possible.Acumatica Community Feedback Survey - 2023 Hot Tips, Known Issues and BlogsHow to add non-stock items to sales orders to pass the data entry validation introduced starting in Acumatica 2023 R1Known issue: In Acum

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 Tell us how we're doing! Acumatica Community Feedback Survey - 2023We would really appreciate you taking a couple minutes and letting us know how we’re doing. Your feedback is vital to us making sure we supply the best community experience possible.Acumatica Community Feedback Survey - 2023 Check out recorded Mentoring Session: Webhooks and Acumatica by @Naveen Boga!Mentoring Session - Webhooks and Acumatica with Naveen Boga - September 27th at 9am PT (12pm ET) Hot Tips, Known Issues and BlogsWorkflow Api - Adding additional Status & Changing workflow to Shipment Screen from CodeWhy a GL transaction may have an empty description on the Account Details formHow to res

Meet Daryl Bowman our Acumatica Community Featured Member for September 2023. It’s great to have you as part of the Acumatica Community @darylbowman!Hey Acumatica community, I've enjoyed reading about the other featured members, and now I guess it's my turn to share. I choose to spend a significant amount of time on the community site to gain experience and grow my personal brand, all while helping others in the process. The Acumatica community is truly something special. I owe my start in Acumatica due to the company that I worked for, at the time, becoming a VAR. I pivoted from the internal IT team to focusing more on implementing Acumatica. I took several training paths and became certified as a Technical Consultant and System Administrator. After a few years of being a VAR, the company’s priorities moved away from implementation, and I focused my Acumatica expertise on improving the usability of Acumatica internally for the company instead. I had already learned the basics of progr

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 Daryl Bowman - Acumatica Community Featured Member for September 2023Meet Daryl Bowman our Acumatica Community Featured Member for September 2023. It’s great to have you as part of the Acumatica Community @darylbowman! Check out recorded Mentoring Session: Webhooks and Acumatica by @Naveen Boga!Mentoring Session - Webhooks and Acumatica with Naveen Boga - September 27th at 9am PT (12pm ET) Hot Tips, Known Issues and BlogsAcumatica Powershell Customization Project ToolsAfter an upgrade to Acumatica ERP 2023 R1, on the AR Aging (AR631000) form the custom versions of the report were missing on the Report Versions tabCreating Advanced Settings ScreensSetting the TimeZone in

Hi,Is anyone here knows this error?Thanks in advance.

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 Daryl Bowman - Acumatica Community Featured Member for September 2023Meet Daryl Bowman our Acumatica Community Featured Member for September 2023. It’s great to have you as part of the Acumatica Community @darylbowman! Tell us how we're doing! Acumatica Community Feedback Survey - 2023We would really appreciate you taking a couple minutes and letting us know how we’re doing. Your feedback is vital to us making sure we supply the best community experience possible.Acumatica Community Feedback Survey - 2023 Hot Tips, Known Issues and BlogsHow to share credentials or other sensitive information for Acumatica SupportKnown issue: On the Create Payment tab of the Process Bank

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 Daryl Bowman - Acumatica Community Featured Member for September 2023Meet Daryl Bowman our Acumatica Community Featured Member for September 2023. It’s great to have you as part of the Acumatica Community @darylbowman! Mentoring Session - Webhooks and Acumatica with Naveen Boga - September 27th at 9am PT (12pm ET)We’re delighted to announce this Community Mentoring session with @Naveen Boga! Hot Tips, Known Issues and BlogsHow to Post a Good Question in the Acumatica CommunityKnown issue: When a user tried to copy and paste an employee with corporate cards added on the Corporate Cards tab of the Employees form, the "Error: 'Employee ID' cannot be empty" error occurred S

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 Daryl Bowman - Acumatica Community Featured Member for September 2023Meet Daryl Bowman our Acumatica Community Featured Member for September 2023. It’s great to have you as part of the Acumatica Community @darylbowman! Hot Tips, Known Issues and BlogsDeveloping with Acumatica's Archiving FeatureKnown 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 lineHow to enable the Load Records from File action on the table toolbar of a data entry formHow to add the Quick Process command to the Sales Order scree

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 Benjamin Crisman - Acumatica Community Featured Member for August 2023Meet Benjamin Crisman our Acumatica Community Featured Member for August 2023. It’s great to have you as part of the Acumatica Community @BenjaminCrisman! Hot Tips, Known Issues and BlogsModern UI (2023r1+)Known issue: In some cases, in the Customer Statement (AR641500) and Customer Statement MC (AR642000) reports, documents were not sorted by document dateKnown 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

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 Benjamin Crisman - Acumatica Community Featured Member for August 2023Meet Benjamin Crisman our Acumatica Community Featured Member for August 2023. It’s great to have you as part of the Acumatica Community @BenjaminCrisman! Upcoming Acumatica User Group Meetups - Join and participate!We have several Acumatica User Groups having in person events coming up. If you’re located in one of these areas, please join your local group and attend if possible. Hot Tips, Known Issues and BlogsREADME for Customization Projects by Tony LanzerOutlook Plugin Clear CacheCreating a Message Column for Generic Inquiries: A Streamlined Approach to ValidationSQL Server Encryption Enforcement

While you can copy and paste pics into a post, that method will quickly use up the allowed character count. That is especially true of Word. If the post create button just flashes and doesn't create, you will need to upload the pics using the insert pic tool. 

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 Benjamin Crisman - Acumatica Community Featured Member for August 2023Meet Benjamin Crisman our Acumatica Community Featured Member for August 2023. It’s great to have you as part of the Acumatica Community @BenjaminCrisman! Upcoming Acumatica User Group Meetups - Join and participate!We have several Acumatica User Groups having in person events coming up. If you’re located in one of these areas, please join your local group and attend if possible. Hot Tips, Known Issues and BlogsHow to customize Create Business Account action on the Opportunities form to copy a custom address box value Shoutout to the following members who provided tips and assisted with unanswered que

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 Benjamin Crisman - Acumatica Community Featured Member for August 2023Meet Benjamin Crisman our Acumatica Community Featured Member for August 2023. It’s great to have you as part of the Acumatica Community @BenjaminCrisman! Upcoming Acumatica User Group Meetups - Join and participate!We have several Acumatica User Groups having in person events coming up. If you’re located in one of these areas, please join your local group and attend if possible. Hot Tips, Known Issues and BlogsInjecting a custom action into SO Quick ProcessHow to import progress billing balances starting from Acumatica ERP 2023 R1: general informationHow to import progress billing balances starting f

Meet Benjamin Crisman our Acumatica Community Featured Member for August 2023. It’s great to have you as part of the Acumatica Community @BenjaminCrisman!Hi Everyone! It’s hard to follow the hard-working folks featured before me!I’m Benjamin Crisman and I’ve been with Acumatica for a couple months short of 5 years working among the Support teams (the greatest teams in Acumatica). I came here from Sage where I supported Sage 100 Contractor and I couldn’t be happier, especially since several of my colleagues are also working here! Acumatica has been such an amazing wealth of experience, knowledge, and teamwork, so proud of the support team and all they’ve helped me accomplish!I have also really enjoyed watching the community blossom over the last few years, including all the amazingly helpful people who volunteer time and effort just to help others realize their Acumatica goals, so cool!Originally an Oregon native I moved to Ohio in 2019 with my wife Corey and our two cats Orville and Wi

Why any eeror like this “Send to target Business Process Monitoring failed: (Incorrect token: N)”Please Help Me Thanks

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 Tell us how we're doing! Acumatica Community Feedback Survey - 2023We would really appreciate you taking a couple minutes and letting us know how we’re doing. Your feedback is vital to us making sure we supply the best community experience possible.Acumatica Community Feedback Survey - 2023Thank you in advance! Acumatica Community Webinar - Creation and usage of workflow engine in Acumatica - Wed, July 26, 2023 - RecordingDuring this community webinar, Yuriy Zaletskyy will showcase and analyze two areas of workflows: Workflow options and State workflow engine in Acumatica. Hot Tips, Known Issues and BlogsKnown issue: In Acumatica ERP 2023 R1, a user could not create a n

Meet Laura Barber our Acumatica Community Featured Member for July 2023. It’s great to have you as part of the Acumatica Community @Laura02!Hello Acumatica Community!My name’s Laura and I’m honored to be selected as the July 2023 Featured Community Member. I’m an Ohio native who has been residing in Florida for the past 20 years.  I joined the fabulous Klear Systems family one week before attending Acumatica Summit 2023.  Although newer to Klear Systems, I have been working with Acumatica for 10 years and was recently awarded Acumatica MVP.A few fun facts about me:I’ve been married to my husband, Jim, for 20 years and we share two teenage boys. Our family is all about fitness – we swim, bike, run, row, lift weights and box. I’ve run 7 marathons, including Dublin, Ireland and Boston. In my free time, I love crossword puzzles – I finished the New York Times puzzle 255 times last year! (Asking Jim a few questions isn’t cheating – right?)I’m excited to continue my Acumatica journey and loo

@Chris Hackett - I noticed today when posting a reply that a notification appeared that the comment would appear after being approved by a moderator.Can you explain more about this process and what the moderators are looking for before approving a comment?

Setup: I have mulitple branches with a main distribution warehouse.Situation: One of my remote branches have a min/max replinshment on an item that is special order for all the other stores including the distribution warehouse. The way we order from the vendor is to order one large PO into the distribution warehouse, which then creates transfers out to the remote warehouses.Issue: When my purchaser prepares replinshment and create PO, they do not see the demand from that one warehouse. Unless that warehouse has gone ahead and created a transfer to create the demand. We don’t like this because we have a transfer sitting around unfufillled for 2-3 weeks (we currently have a process that allows the dist warehouse to create a transfer once the materail lands).Question: how to allow the purchasing warehouse to see the min/max demand of other warehouses without creating a transfer in advance?

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 Community Resource LibraryThis is a consolidation of Acumatica Community generated resources. These include community webinars, mentoring sessions, Tips and Tricks, Blogs, etc.  Tell us how we're doing! Acumatica Community Feedback Survey - 2023We would really appreciate you taking a couple minutes and letting us know how we’re doing. Your feedback is vital to us making sure we supply the best community experience possible.Acumatica Community Feedback Survey - 2023Thank you in advance!  Hot Tips, Known Issues and BlogsWhy Upgrade Your Acumatica Version?Customer Order Nbr. Validation: Forbid Duplicates and Allow Duplicates InfoKnown issue: After an upgrade to Acumatica E

Hi Acumatica Community Members!We would really appreciate you taking a couple minutes and letting us know how we’re doing. Your feedback is vital to us making sure we supply the best community experience possible.Acumatica Community Feedback Survey - 2023Thank you in advance!