Community site discussions

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?

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  

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