Configuration and Installation

Is it possible to keep the manual numbering for invoice and still be able to prepare the invoice from shipment screen?One of our client has this requirement and need manual numbering for the invoice. Would really appreciate your help on this.

hi,if I am a system admin, and I go to users, log in as that user, is there a way to switch back to my user without having to log out and back in as myself?

Hello everyone,A user in Acumatica tenant has been restricted to see only the master files. Everything was fine yesterday, when the user came today, upon login in the tenant, he could see only the master files.He could not see even a single transaction.What could be the issue or where exactly was the restriction made?Kindly helpUrgently need to help the user. 

We are looking to have the vendor ID auto populate with a strictly sequential numerical code.  Is this possible?  Would not need and letters in the ID, strictly numerical classification as we create a new vendor.  We are just now setting up the system and have not gone live yet.  Currently, we have been unable to make this happen.

Hey everyone, I keep trying to troubleshoot this issue and I’m coming up short. Anyone have any ideas?Error: SO Error: Carrier Service returned error. USPS:Wrong parameter type.  Send   Raised At: 3/6/2023 5:48:04 PM Screen: SO.30.20.00      Details: 3/6/2023 5:48:04 PM Error: SO Error: Carrier Service returned error. USPS:Wrong parameter type.    at PX.Objects.SO.SOShipmentEntry.ShipPackages(SOShipment shiporder)    at PX.Objects.SO.SOShipmentEntry.PackageDetail.ShipPackages(SOShipment shiporder, Action`1 baseMethod)    at PX.Objects.SO.SOShipmentEntry.<>c__DisplayClass57_0.b__0()    at PX.Data.PXLongOperation.<>c__DisplayClass18_0.b__0()

Hi all!Let's say, I am the system administrator of an instance. I have access to log in to another user’s account using users form and can make changes. Is there a way to track the activities which I have done using that user’s account. (If not, I can perform miscellaneous activities and I will not be responsible for those) Thank you

I am testing moving a site to a new location due to drive space constraints.I created a site Test2 on the old location.I copied the site files to my new location.I updated the web config file in VS to my new location as well as the virtual folder path in IIS.The site works fine.  I can even publish a customization to it.In addition, to ensure it isn’t a security issue, I set permissions to the new location by adding Everyone and granting full control.However, in the Application Maintenance screen of the installer, it still references the old location.Where can I edit this information so that the installer sees the real location?  I cannot find any references to the old location in the site. You can see the new location is updated in IISThe application pool also shows the new location 

Does anyone know if it is possible to setup a Approval Mapping where if AP Trans unit cost or ext cost is > than PO issued amount to trigger a required approval?

Hello,This is a standard ACU hosted cloud deployment.  During implementation, we create a test tenant to rain, load data etc…    We want to include the customer portal in this process but need to temporarily have it look at data in the test tenant until go live.  Can you direct the customer portal to look at data in another tenant?

Is it possible to downgrade the Acumatica instance? If not, then how can we upgrade the customization package from an older version to the newer one?

I’ve been evaluating Acumatica for several months using a local instance.  I tried to launch it today and it timed out saying the website was not available.  I tried launching it from the IIS Manager. It is in the default application pool. Trying to browse to the AcumaticaERP web site fails.  The application pool is running.  Perhaps a necessary service is not running on my computer, I’m not sure. So I thought maybe I should try to reinstall Acumatica from the beginning.  I downloaded AcumaticaERPInstall.msi and tried to run it, but I got an error that Acumatica ERP and Acumatica Tools cannot be installed on the same computer.  I have no idea what that means.UPDATE:  I was able to fix the installation by running the Windows Application in the Start menu called Acumatica ERP Configuration.

Is the HubSpot integration included with CRM or do I need to buy a separate integration piece?  

Good day. How do we enable the magnifier icon in the search box?  

I am implementing Fasttrack but my version is 22.117.0016, currently in the portal we have 22.206, is there any way to get my Fastrack version?

What is the procedure for loading historical trial balances? Can you load the most recent TB and load the historical TBs at a later time? 

HI everyone,I want to attach file in GI screen to email template but I have no idea how to do? 

Hi,I know that browsers have an option to download files to a different folder other than Downloads, so I was wondering if Acumatica had an in-built function that allowed a user to choose where they want their acumatica files to download to?All good if there isn’t a setting for this, I was just curious.

I expect this is a coding job for our VAR, but is there an efficient way to update the Shipping Terms on a sales order per selection of the Ship Via?  We charge the customer a different percentage of our shipping cost depending on the shipping method.  In an ideal world (for us) the Break Amount field in Shipping Terms would be a Ship Via field instead.  Ideas? TIA,Nathan in NJ USA

We have a customer that is acquiring several new entities.  What is the advantage of adding them as a company versus a branch in Acumatica?  Are there any problematic implementation issues with one or the other?

Hi all,I was wondering if it was possible to add the external reference number as a column in the sales order list view. Being that it is a field, I would have thought this was possible, but it is not available when I use the column configuration. Any advice?Thanks 

Hey All - appreciate any responses in advance.I have a need to a create an order type that functions just like a standard sales order (e.g. I can add stock items, create shipments and pick tickets, etc.) but that DOES NOT impact inventory quantities. This is designed to provide a quick solution to situations where our warehouse staff short ships an item(s) on an order and prevents us from having to issue a credit memo on the original order and then create a new (“standard”) sales order for the quantity that was short shipped.Does anyone know if this is possible?

There is a Quick Checks screen (AP304000). It is maintained with predefined workflow.I need to customize some actions of the workflow.Just in case, I use 2022 R1 version.Examples, to be specific with my customization needs:When is invoked the Release action, I need to write the quick check amount to my custom table. When is invoked the Void action, I need to delete the amount from my custom table.I don't need to change the workflow. I need to expand activities that are done by the present actions.If to customize actions properties with the customization editor. On the Field Update tab I have access to the fields of the Quick Check screen only.When to customize via code. There is no place to declare action body. I know how to extend a regular graph action – declare delegate, then in the extended method invoke base method.But how to extend an action of a workflow?

HI ✋I set approval for SO with every SO type of BM after REMOVE HOLD will be needed to APPROVE before going to the next step.But after APPROVE, the button CREATE SHIPMENT is disabled and I can't go to the next step.Please advise if you know how to set it up correctly.Thank you

Matrix Item I have two combo variant in order to configure(select) the ones to be created. But I have another combo of 3 choice, that i want to be created(sweep) based on the two first one. How to create item and doing a full sweep for a Variant Combo?Thanks

Has anyone found a solution to eliminate the human error from this process?  We are creating an alert by BE that will notify us when it is still on so we can correct before the customers try to logon in the event someone forgot to turn it off.  There are still holes in this though, one being humans are still involved and the other is time zone of customers being much earlier than we come in.The sci-fi idea I was hoping someone had some thoughts on was this: Can there be an automatic function be it system reset or scheduled restart, etc that would clear the lock and allow the system to be ready for customer use the morning after a Scheduled lockout?