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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!

Hi everyone - This has tripped up a few members so I thought I’d post a notice about it. If you try to create a post with the term “local host” you must have a space between the words. If you have it as one word, your post will show as unsuccessful.

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.  Acumatica Community Webinar - Creation and usage of workflow engine in Acumatica - Wed, July 26, 2023 - 9:00 am - 10:00 am PSTDuring this community webinar, Yuriy Zaletskyy will showcase and analyze two areas of workflows: Workflow options and State workflow engine in Acumatica.Register now Hot Tips, Known Issues and BlogsSimplify your quality control processesHow to resolve the "Provided value does not pass validation rules defined for this field" error when entering bank account type for an em

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 Laura Barber - Acumatica Community Featured Member for July 2023Meet Laura Barber our Acumatica Community Featured Member for July 2023. It’s great to have you as part of the Acumatica Community @Laura02! Hot Tips, Known Issues and BlogsAcumatica Reports - Consistent Formatting for BeginnersHow to resolve the issue when the Excel file with the exported report includes blank rowsHow to correct a 1099 box in a released or paid AP billHow to reopen a canceled, closed, or completed purchase order or subcontract linked to a change orderKnown issue: If the Bank Feed Integration feature was enabled, when a tenant was created from a snapshot or by copying a tenant, a user is no

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 Miss 2023 Acumatica DevCon? Check out the recorded sessions!2023 Acumatica Virtual Developer Conference - June 27 - 29 Hot Tips, Known Issues and BlogsAcumatica Reports - Consistent Formatting for BeginnersHow to use Allow Adding New Items on the Fly setting on the Projects formHow the Add Details from Opportunity works when creating a project quote or a sales quote from opportunity Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@Doug Johnson @Debbie Reed CLA @Laura02 @lauraj46 @slesin @Troy Vars @aaghaei @Naveen Boga @npace29 @sweta68 @darylbowman @manikantad18 @

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 Hot Tips, Known Issues and Blogs"Hello World!" - Converting a simple screen from the Classic UI to the Modern UIAcumatica Reports -Consistent Formatting for BeginnersHow to resolve ''The report cannot be opened because it includes (CashAccountPaymentMethodDetail) or a field (AccountID) that does not exist" error on printing custom check forms after Acumatica ERP has been upgraded to version 2022 R2 or laterKnown issue: In certain updates of Acumatica ERP 2023 R1, in some cases, when a user tried to create a new sales order on the Opportunities and Sales Quotes forms, the "Error: 'ClassID' cannot be empty" error occured Shoutout to the following members who provided tips

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 Hot Tips, Known Issues and New BlogsEnhancing Automation and Customization with Acumatica Business EventsKnown issue: In Acumatica ERP 2023 R1 GA (23.100.0138) through Update 4.0 (23.104.0027), if a user applied Reassign action on the Approvals form, Related Entity Type box valus were incorrectly updated for all documents in the systemSharing Our GI: BOM EstimatorSIMPLE IRA SETUP Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@joelhoffman @KarthikGajendran @meganfriesen37 @martingaxiola @sswenson34 @Laura02 @Freeman Helmuth @darylbowman @paulcaron33 @aaghaei @Naveen

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 Known issue: After an upgrade to Acumatica ERP 2023 R1 GA through Update 4, if a user applied Reassign action on the Approvals form, Related Entity Type box valus were incorrectly updated for all documents in the system Shoutout to the following members who provided tips and assisted with unanswered questions this past week. Thank you for all your help!@Laura02 @manikantad18 @kandybeatty49 @Naveen Boga @girik06 @sdas09 @chris49 @sweta68 @Anacarina Calvo @1ShawnB @dcomerford @Doug Johnson @Joe Schmucker @zfebert56 @darylbowman @suebrown @estebanperalta54 @Evgeny Afanasiev @Django @joelhoffman @mjgrice32 @LuisGoncalves55 @aborisova37

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?