CRM

Error is occurring when adding InventoryID to ARTran .Stack Trace:Error: An error occurred during processing of the field InventoryID: CS Error: Invalid mask specified in segment 5 for Sales Sub. from..PX.Objects.CS.PXMaskValueException: CS Error: Invalid mask specified in segment 5 for Sales Sub. from.   at PX.Objects.CS.PXDimensionMaskAttribute.MakeSub[Field](PXGraph graph, String mask, String[] allowedValues, Int32 DefaultValueIdx, Object[] sourceIDs)   at PX.Objects.AR.SubAccountMaskAttribute.MakeSub[Field](PXGraph graph, String mask, Object[] sources, Type[] fields)   at PX.Objects.AR.ARInvoiceEntry.ARTran_SubID_FieldDefaulting(PXCache sender, PXFieldDefaultingEventArgs e)   at PX.Data.PXCache.OnFieldDefaulting(String name, Object row, Object& newValue)   at PX.Data.PXCache`1.SetDefaultExt(Object data, String fieldName, Object value)   at PX.Objects.AR.ARInvoiceEntry.ARTran_InventoryID_FieldUpdated(PX

Helloo,I’ve added 2 custom field as local start time and local time field in the employee time card detail tab, but don’t know how to add a calculation on the time spent field, which will be difference between start time and end time entered in these 2 custom fields.  Attached customization project of these custom fields. I would greatly appreciate any assistance in resolving this issue.Thanks. 

Upon saving the created activity for a task, status remains open what could be the reason behind it. Would like to know your inputs, thank you.

Hi,I can’t find this topic on the community, but I have a customer that uses cases for both internal and customer issues.When an email comes into their outlook inbox from an external contact, they are able to add that email to an existing case using the outlook add in. But when an email hits their inbox from an internal employee, they are not able add that employee’s email to a case (even if they change the “Person” to a different name).Am I missing something?Thanks!

When: April 26, 2023 at 10:00 AM PDTMarketing, sales, and support teams want (and need) optimized customer data, automated workflows, and reliable analytics, so they can learn about the expectations and requirements of potential and existing customers. Acumatica’s CRM software is designed to make this a reality.With Acumatica CRM you can rapidly respond to customer requests, streamline the customer journey, and improve the overall customer experience. Team members can also capture real-time marketing, sales, billing, finance, and customer data—all in one place. But those are just the basics.

Dear Community, I cannot convert a sales quote to a Sales order. The convert option is grayed out. Sales Quote Status is approved Business account is extended as Customer Am i missing any steps? 

It doesn’t happen very often, but a few times users have hit the delete button at the top header of an opportunity when they were just trying to delete a detail line of the opportunity.  When this happens ,the opportunity is deleted along with all the tracked activities, quotes etc.  There is no message that says “Do you want to delete this opportunity?”.  It would be great if a warning or message could be added as a reminder to warn the user they are deleting the opportunity.  Or even to have a checkbox added to the preferences window where users could select to display warnings before deleting opportunities.

Hi all, When a user put a case in customer portal, it is not displayed in “Open Cases” in customer portal. Could you please let me know that how it is setup to show “Open Cases” in customer portal? Thank you.

Good morning!When i convert a sales quote int he CRM to a sales order, it assigns the wrong branch. Is there a setting somewhere that i can manage this through? the sales quote in the CRM does not have the option to choose a branch so when it is converted i guess it just automatically defaults to our ABC branch? I feel like i am just missing a setting somewhere but i have looked and can not figure out where it would be. Any help is much appreciated :) Thanks in advance!