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Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan!Here is a little bit about Aleks:A quick backstory to me, I am 20, and my daughter turned 2 in April, safe to say I am a young dad. My fiancé and I are saving to buy a house and get married. We love walks in the countryside, beaches, and most adventurous out of all of those, cliff jumping.I started my first job out of sixth form, I believe this is the equivalent to the last two years before college/university for America, an apprenticeship with the company I work for back in October 2022. They had already been slowly bringing Acumatica in however we had not gone live yet. In April 2023, we went live and that is when my involvement with Acumatica started to skyrocket. I became the superuser for my department and organized and delivered training sessions for my team.Slowly over time, the scope of my involvement with Acumatica widened, becoming the m

New community users require moderator approval before they can post or reply. Registrants are strongly encouraged to use their business email when signing up. Please note that approval can take up to 24 hours. If you have an urgent product issue, contact your designated support. If you have a question regarding the approval of your registration, please reach out to christopher.hackett@acumatica.com.

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 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. Aleks Iwan - Acumatica Community Featured Member for September 2024Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan! 2024 Acumatica Software Version R2 | October 2, 2024, at 9:00 AM PDT Register for our webinar on October 2, 2024, a

With all the hype around AI, particularly large language models (LLMs), you may be one of those people who had their mind blown by what questions ChatGPT (or something similar) was able to answer. And being the forward thinker you are, you thought “Surely this thing could answer some Acumatica questions.” You gave it a shot, and somehow you ended up here, reading about why (according to me) the shortcut you discovered might not be as cool as you thought. There are a couple fundamental problems with using LLMs in this context:  They are “smart” or rather, they sound smart. To someone who isn’t familiar with a topic, they sound like they really know what they’re talking about – like some people I know. Even if they really have no idea, they’ll take their best guess, but rather than tell you, “My best guess is ___,” they’ll just pretend they are completely sure. I don’t know about you, but if I’m getting a “My best guess is ___” answer, I’d like to be told that.  They are trained on publ

Hi everyone - Files downloads from community discussion posts are not currently working. It’s an escalated issue with Gainsight (community platform vendor). If you want to share information privately with another member, you could email the file directly. I will update this post when the issue has been resolved. Apologies for the inconvenience! 

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 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. Aleks Iwan - Acumatica Community Featured Member for September 2024Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan! What you may have missed in the Acumatica Community! August, 2024 Hot Tips, Known Issues and BlogsConnectors | Earl

Just a friendly reminder of the Acumatica Community Terms & ConditionsGeneral code of conductOur community is there for everyone, however we want to make sure that the community offers a positive experience for all visitors. Therefore these general guidelines have been established. Should there be any questions or issues, please contact a Moderator or the Community Manager via private message.Be friendlyUsers must treat one another with respect. Users will not post any racist, insulting, sexist, discriminatory, threatening or otherwise insulting comments, will not use coarse language, make inappropriate jokes or otherwise harass other users.Stay legalUsers may not post any pornographic or otherwise offensive material, share illegal or copyrighted content, attempt to distribute illegal substances, distribute viruses or other material which gives you access to the computers or systems of other users, or generally anything that is considered illegal by your country of residence.Stay o

Good support questions lead to faster support answers!  Help Us to Help You by following these simple pointers:Before you post: Search Acumatica for Key Words to see if your question has already been answered. Consider reading Acumatica Help and using a search engine too.Creating a New TopicKind of Topic: Are you posting a Question, an Idea or a Conversation?Title: Describe your question or problem in one sentence.Good Title: Inventory Valuation report does not match the Inventory Acct balance in GL. Bad Title:  Help Me! My report is wrong.Description: Describe your question or problem in detail. In this area, too much information is better than not enough.Include your Acumatica Version (found in Tools > About and on Sign-in screen). Include your Acumatica Edition (Construction, Retail-Commerce, Manufacturing, etc.). Include the accurate, complete name of screen or report. **BONUS POINTS** for including the Screen or Report ID that is displayed at the end of the URL:Tell us what hap

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 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. Aleks Iwan - Acumatica Community Featured Member for September 2024Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan! What you may have missed in the Acumatica Community! August, 2024 Hot Tips, Known Issues and BlogsHow to resolve th

Hi all, Can you help me about my concern, I want to add the specific module from workspace in the three dots (...) option menuLike this:  and I want to add in the three dots this (DR) in Receivables - Reports   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 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. Aleks Iwan - Acumatica Community Featured Member for September 2024Meet Aleks Iwan our Acumatica Community Featured Member for September 2024. It’s great to have you as part of the Acumatica Community @aiwan! Upcoming September | October 2024 Acumatica User Group MeetupsSeptember 11th - Join the Utah Acumatica User Group a

Acumatica Customer Portal PaymentsAllow your customers to view and pay their invoices in Acumatica Customer Portal using Acumatica PaymentsThis webinar will cover main features and benefits, installation, set-up steps and common payment flowsPresented by Igor Leybe (Acumatica - Senior Director Technology Partnerships) and Chris Elliott (Acumatica - Product Manager Payments) Presentation link: AcuPortalPaymentsWebinar2024.pptx

You might not be allowed to view this area. Access to Knowledge Base, Product Downloads and Ideas is controlled by your assigned role in Acumatica CRM. If you require access, please work with your business account administrator to assign you the proper role. Im not sure I understand who I need to work with to get this update. We are integrating with SWK. Can they deal with this issue or would this be Community Support?  

This webinar continues the focus on some of the do’s and don’ts of publishing, creating actions and conditions, adding new fields, modifying workflows, combining customizations and business events, and understanding the makeup of a screen.  Tips and tricks will be sprinkled throughout.Please note this is a continuation of the May 22, 2024 session David gave. If you haven't already seen that one, please check it out here: Acumatica Community Webinar - Demystifying No Code Customizations - Wed, May 22, 2024 - RecordingPresented by David GrossAbout David: I have been an Acumatica business consultant and implementation specialist since 2018.  My areas of expertise include Distribution, Manufacturing, Field Service, CRM, and Ecommerce to name a few.  I can create complicated GI’s and Reports (ARM and regular) and I am able to guide my clients through complicated needs assessment and create the solutions required to satisfy those business needs.  My interest in customizations was borne out o

Meet Debbie Baldwin our Acumatica Community Featured Member for August 2024. It’s great to have you as part of the Acumatica Community @Debbie Baldwin!Here is a little bit about Debbie:Hello everyone! I am Debbie Baldwin, the Director of Product Management for Manufacturing at Acumatica. I have been with Acumatica for over 5 years. Originally from Columbus, MS, I moved to Atlanta, GA in 2002 to start my career in the software industry. Over the past 22 years, I have learned a lot, faced challenges, made great friends, and had many laughs. One of the most rewarding aspects of my job is interacting with and learning from our customers. I find it fascinating to see the unique ways in which each customer operates their business and the products they create.In my personal life, I have a 32-year-old daughter, 4 stepdaughters, and one granddaughter. Needless to say, my husband doesn't stand a chance!Competitiveness has always been a part of me; I used to play basketball and softball in colleg

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 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. Acumatica Community Webinar - Acumatica Customer Portal Payments - August 27, 2024 | 9am - 10am PTThis webinar will cover main features and benefits, installation, set-up steps and common payment flowsRegister HERE Debbie Baldwin - Acumatica Community Featured Member for August 2024Meet Debbie Baldwin our Acumatica Communi

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 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. Acumatica Community Webinar - Acumatica Customer Portal Payments - August 27, 2024 | 9am - 10am PTThis webinar will cover main features and benefits, installation, set-up steps and common payment flowsRegister HERE Debbie Baldwin - Acumatica Community Featured Member for August 2024Meet Debbie Baldwin our Acumatica Communi

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 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. Debbie Baldwin - Acumatica Community Featured Member for August 2024Meet Debbie Baldwin our Acumatica Community Featured Member for August 2024. It’s great to have you as part of the Acumatica Community @Debbie Baldwin! Hot Tips, Known Issues and BlogsHow to resolve the shipment error: Carrier Service returned error. The r

I’m trying to setup an email template to be send by a business event triggered when a SO is set on the Credit Hold status, however for the email recipients I want it to be send to an internal employee but it should be different by each customer and easy to change it at anytime without modifying the email template, can this be accomplished by adding a new mailing to the customer and manipulate the email recipients in the mailing & printing tab of the customer profile? If so, what should be the setup?

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 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. Megan Friesen - Acumatica Community Featured Member for July 2024Meet Megan Friesen our Acumatica Community Featured Member for July 2024. It’s great to have you as part of the Acumatica Community @meganfriesen37! Hot Tips, Known Issues and BlogsHow to set up Approvals for your custom DAC or screenHow to resolve the "Viola

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 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. Megan Friesen - Acumatica Community Featured Member for July 2024Meet Megan Friesen our Acumatica Community Featured Member for July 2024. It’s great to have you as part of the Acumatica Community @meganfriesen37! Hot Tips, Known Issues and BlogsKnown issue: On the Close Production Orders form, in some cases, the system di

Hello, I have a GI that I created to take SO’s to SO Lines so we can see the SO by inventory items. The team wanted to add the opportunity stage status, which has now created duplicate lines. I thought if I grouped by inventory item it would help, but it removed the below order I have been sampling. Anyone have an idea what the easiest solution fix is. I would like to be left with the line(s) with the stage ID and the duplicates can go away. 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 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. Megan Friesen - Acumatica Community Featured Member for July 2024Meet Megan Friesen our Acumatica Community Featured Member for July 2024. It’s great to have you as part of the Acumatica Community @meganfriesen37! What you may have missed in the Acumatica Community! June, 2024 Hot Tips, Known Issues and BlogsHow to resolve

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 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. Megan Friesen - Acumatica Community Featured Member for July 2024Meet Megan Friesen our Acumatica Community Featured Member for July 2024. It’s great to have you as part of the Acumatica Community @meganfriesen37! What you may have missed in the Acumatica Community! June, 2024 Hot Tips, Known Issues and BlogsKnown issue: T

Meet Megan Friesen our Acumatica Community Featured Member for July 2024. It’s great to have you as part of the Acumatica Community @meganfriesen37!Here is a little bit about Megan:I grew up and still live in Calgary, AB, Canada and work for Contego Software Solutions as a Business Systems Analyst.  In my role I wear many hats including Sales, Implementation, Training, and Support. I went to school in Calgary and started out with a degree in Business Administration and from there I completed my CGA designation (now CPA).  One of the courses I enjoyed the most during my studies was a course on ERPs and system change management.  But that’s not where my career started.  I started out in the oil and gas services industry, first in accounts payable, then corporate accounting, and finally in project accounting.  After being a part of two system conversions first from SAP to JE Edwards and then from JDE to Oracle I was fully bitten by the ERP bug and made the switch over to Contego in 2019.