CRM

How can we handle items that have been ordered and received into the system but not used on the service order or appointment? We would like to have the item to show in our stock for the specific warehouse. We attempted to use the cancel process, but that did not work as expected. Thanks. 

We have a customer who manages some of their cases through our portal. When I try to give them rights to change the status on cases nothing happens the box is still grayed out. These are support users who are assisting us with cases for these customers so they need to be able to edit and close cases that they did not create. Is there anyway to give them these rights through the portal?

Hello! I am testing the duplicate validation settings and have set the account name to “block” for create on entry if it is a duplicate. I also have the validate on entry check box checked.When I tested by creating a business account using the same exact account name as an existing business account, the system did not block me from saving, instead if only marked it as possible duplicates. Does anyone have any idea on why the validation failed? Are there other settings that I failed to check?  

 HI all, I create the connected application for Gmail Integration in my tenant, and maintain the URI followed the steps in guide book.https://acumatica-builds.s3.amazonaws.com/builds/zip/software/addon/gmail/Acumatica-Gmail-User-Guide.pdfBut how come it shows 404 error when I try to authorize access in Gmail add-on?Is there any setting steps I missed or the URI is incorrect?   (In Acumatica 22R2 version) Thanks,David Lee

Hi all, I would like to set up a contract that solely uses cases from the CRM module in a similar way to “beginning-period plus” billing from the service contract module. For example: The contract bills 5 hours up front each quarter, and at the end of the quarter, the hours that were actually spent on cases - if they exceed the 5 hours - should be billed as well. I couldn’t figure out a good way to do this. Any suggestions would be appreciated.Best regards,Aaron

Working Scenario (Inventory → Activity): When navigating from Inventory > Stock Item (IN2025PL) to the Activity screen, the Related Entity field is enabled and functioning as a lookup. This suggests that the field is dynamically activated based on some context (probably related to the inventory item or another entity tied to the stock item). Non-Working Scenario (Opportunity → Activity): When you go directly from Profiles (Opportunity) > Activity (CR306010), the Related Entity field is not editable or available as a lookup. This indicates that certain context or conditions (present in the inventory scenario) are missing when you access the screen from the Opportunity profile.

Hallo AcumaticaIf we subscribe to Acumatica Cloud, can we request the SQL server password so we can remove it?Remote SQL Server User Name And Password form SQL Server Manajement ToolsWe really need itI am is IT ERP in this companyPlease Answer,Thanks

I’ve been working on Acumatica’s API and I’ve been able to create contact and customer records without issues. Right now, I’m also looking to create opportunity and relation records that will be attached to the contact. I’ve been testing out adding attributes and I was able to add attributes through the API earlier last month, but the same request does not seem to work now.  I’m looking into adding opportunities, and I’ve tried adding it with the contact record and adding it through the opportunity endpoint, both of these do not work, on the contact record, it simply does not map. On the opportunity endpoint, I’m presented with this error “Inserting  'Opportunity' record raised at least one error. Please review the errors.; AttributeTYPELOSS: 'Loss Type' cannot be empty.” but I was unable to find this exact field on the endpoints and on the JSON response.  I’m also adding the relations record with the contact creation but I was also unable to make this work. 

Can anyone guide me on how I can create customer using postman api endpoint. I am new to acumatica. 

Hello Everyone,Is there a way to implement a restriction so that the users can only access certain types of Cases in the Support module? For example, we have Customer Complaint case type and Product Documentation Request case type, so user A can only view and access Customer Complaint case type and then user B can only view and access Product Documentation Request case type and then user C can view and access both case types. Thanks in advance!MRIVERA67

Hi, would like to seek help if we can add a disqualified into the reason when creating? If not how to set as disqualifiedCan we add a disqualified into the reason when creating? If not how to set as disqualified Hello, I'd like to request assistance regarding if we could incorporation of a 'disqualified' status at ‘CRM INFO’ REASON SECTION. So far as default, there are only ‘created, converted from lead and qualified’. This is to do a track analysis on how many opportunities created are qualified, disqualified and converted.  If this is not feasible, could you provide guidance on how to designate an entity as 'disqualified' in our existing system? Or a full flow on how this REASON SECTION is used for CRM analysis purpose.  

We need to limit a user to just CRM.  We do not want the user to get anywhere else in Acumatica.  Is this possible? 

Hi! I am trying to automatically assign task ID to tasks that are created from closed opportunities. Is there a way to assign task ID to these tasks if they don’t associate to any projects? I know Task ID are usually the identifier of the project task, and it can be defined by the PROTAST segmented key on the Segmented Key Screen. Is there another way to create these ID so they are not just project task because they don’t relate to any projects? 

Hello,A customer would like to automate the creation of the SO order from the Quote. I was hoping to do this through an import scenario, but ran into the challenge of not being able to find the “create and review” dialog answer and also the manual save once passed the dialog box.Anybody have a solution for this (Automating the creation of SOs from the Sale Quote)? It does not look like there is a create order processing screen.  

Looking for guidance on How To - Programmatically identify what is a potential match/duplicate for customers and accounts (Michael Smith/Mike Smith or Maitland Rd, Maitland Road)Same address but Name at address created for Nick name and full name Same address -Look for close spellings already in the records, Krehling and Krehiling  Same address and Same name but spaces added: (D & J Locksmithing, D&J Locksmithing) Same address and Same name but corporate designations like LLC or Inc added. The Shanahan Group, The Shanahan Group LLC Same address and same name with a middle initial (Terrence P. Riordan and Terrence Riordan) Same account name but address abbreviation different (91 Kansas Street vs 91 Kansas St)

Good day,So far one user has been experiencing the below error when log activity to an Opportunity.  It logs the activity but it causes confusion and additional work to valid the activity is logged.Has anyone else experienced this issue or no the cause and rectify it.Thank you.Evan  

Hello!I know Cases in Acumatica are support cases or tickets that help track customer requests, but can it also be used for internally? For example, when we close an opportunity, I want to be able to create a case/ticket internally from this opportunity to track next steps. And then close it once the work is completed. Can Cases do this or is there something similar that Acumatica offers? Thanks!

Hello,  We use Acumatica to send the emails and SendGrid to design and track. The issue we have is that the unsubscribe feature doesn’t seem to work when the template is imported into Acumatica. Is there a way to fix this issue in either SendGrid or Acumatica? 

Our customer uses the SendGrid plugin for marketing purposes. When a user creates a new Email Activity from a record using the SendGrid email account, there is an option to “Bypass Suppression Checks”. That option allows emails to be sent to email addresses that are on the SendGrid Suppression list which is useful for certain communications. However, that option is not available when creating a Mass Email. Is there any way to include that option for Mass Emails?This is the Email Activity showing the option: 

In Haufe X360, when I apply a discount to an item (inventory item), a discount is automatically applied to the freight as well (on the receipt). How and where can I disable this?

Hi, how to i create an article on the portal?Tried creating a wiki but can’t seem to add new article 

When we look at our projects under cost budget under actuals it shows 0 for labor hours. Why is it not showing our actual hours? 

When I extend business account into a customer, it adopts the numbering sequence of business account, instead of the next customer ID in sequence.  Is there a way to address this? 

We are attempting us better use Acuamtica CRM.  We have come across two issues when we send an email from Acumatica CRM to a customer. First, when the cutomer replies to these CRM emails, the replies are not being sent to the saleperson that sent the emails.  Instead, the reply email returns to the email address it was sent from (in our case “sales@alaskapulltabs.com).  So the salesperson never knows his customer replied to his email.  How to we address this issue? NOTE: we were told we should not set up “sending” emails for each salesperson, but instead use just a “sales” email. Second, the reply email is not being recorded in the customers profile “activities” tab.  How do we fix this issue? 

Our client is using CRM for quoting and then they convert to a Sales order.  Wondering if anyone knows how to define the relations on the SALES ORDER RPX to get the CRM Quote number to appear on the document. I am able to link to the BAccount but not the specific sales order number, using the CRRelations