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Good morning!I was asked to edit our Sales Order Email template so that the customer can reply to the salesperson for a more targeted communication. I can pull the sales persons name without issue, however how would I like their email address as well? I’m not sure where to find that. Is there a way to reply to the email and automatically have it go back to the sales person on the order? Thank you!Brent

We have multiple staff members assigned to an appointment and they start at different times.In the mobile app, the “primary” driver starts the appointment. We tried for others to start their appointments at different times with the “start” button as well, but it did not work for us.We did log their time manually on the log tab in the mobile app as a workaround. Is it possible for all assigned staff member to start and complete the appointment automatically when they select “start” and “complete” or is it only possible to capture individual time manually through the log tab on the app?Is there a configuration or flag that I am not seeing?Your input is greatly appreciated. Thank you!

GI question - trying to pull both ytd and mtd sales from ARTran.  I can filter ytd in GI conditions, can I then filter the MTD on the results grid?   Do you have an example of the result grind filter somewhere for this ? 

Hello,We left quickbooks and switched to Acumatica.  A feature in Quickbooks that we miss is the ability to see if a quote or invoice was viewed (screenshot below).  Can we know if a customer clicks on a quote or invoice in Acumatica? 

Vanilla CodeWhile i develop customization i met a problem while publishing\building screen, related to QuerySelector id “formSlotA01” isn`t unique Error occured during HTML merge for 'EP208000', original source will be used instead. Error: Error: Element ids are not unique: id=formSlotA01 tags=QP-FIELDSET,QP-FIELDSET My codeI renamed it manually. Second formSlotA01 to formSlotB01 and it is published correctly. So i confused, it`s a system bug or im miss something? 

Hello,    I have found this postHow to resolve the issue when the vertical alignment style not working in a report | Community  But is is 4 years ago post. I mean, until now, is it the only solution to this issue?

I want to add two new parameters in the AR Balance by Customer Report. I’m using Report Builder to modify the report. What changes should I perform in the Build Schema of Report Designer in order to filter both invoices and payments within the selected date range. Furthermore, if there are any other alternatives then please help me with this issue. Thank you.

I am getting examples of null reference exception error for some event handlers in 25R2 such as the following:  [NullReferenceException: Object reference not set to an instance of an object.] PX.Data.Generic`2.SearchAdapted(TGenericDelegate genericHandler, IEnumerable`1 classicHandlers) +258 PX.Data.Generic`2.GetClassicHandler(TGenericDelegate handler, Boolean remove) +100 PX.Data.RowInsertingEvents.AddAbstractHandler(Action`1 handler) +88 PX.Objects.IN.GraphExtensions.LineSplittingExtension`4.SubscribeForSplitEvents() +198 PX.Objects.IN.GraphExtensions.KitAssemblyEntryExt.INKitLineSplittingExtension.SubscribeForSplitEvents() +18 PX.Objects.IN.GraphExtensions.LineSplittingExtension`4.Initialize() +309 PX.Objects.IN.GraphExtensions.KitAssemblyEntryExt.INKitLineSplittingExtension.Initialize() +18 PX.Data.PXGraph.CreateInstance(Type graphType, String prefix) +573 PX.Web.UI.PXBaseDataSource.CreateDataGraphAsSingleton(Type type) +593 PX.Web.UI.PXBaseDataSource.CreateDa

Hi Acumatica Community,Is there a way to lock out a specific tenant?Thank you!

I recently downloaded the Report Designer. I copied GL.63.30.00 from the server and modified it and then saved to the server as GL.63.30.02 then I went to the site map and added a line for the new report. The problem I get is, the report does not populate on the site. It also doesn't generate when I try typing it into the link (https://globalwide.acumatica.com/(W(29))/Main?ScreenId=GL633002). When I copy the 002 URL into an existing line, it says “You do not have enough rights”.Also, note, when I reopen the report designer and “open from server” and “load reports lists”, my prior saved report generates. So I believe it is in the server OK. I have a feeling I need certain user roles to fix this. Any recommendations? 

How to enable report parameters in the report Is it done in acumatica UI or in report designer I only need the parameters to appear. Not looking to modify the data/content in the report.  

I am add new document type to invoice. I need hide "REOPEN" if Invoice was released with GL transaction.Introduce "VOID" action for Invoice.Upon VOID, perform prompt for the user to enter the Date/Post Period for the Reversing transaction. Reverse the original GL batch associated with the Invoice move status of the Invoice to VOID. The document cannot be changed/released/deleted again and would still be attached to the original GL batch number, and add the link to the reversed batch number. Any idea how to do this?

Customer wishes to chnage the customer status to Hold based on attribute changeCan this be done in a Business Event ?  How would you update / chnage the status?  

Is anyone aware of a way to specify Favorites as the Home Page on a user profile (SM203010)?  Since the Favorites functionality behaves like a pop-up and not a full-fledged screen there doesn’t seem to be a way to select it.  Any ideas?Thanks!Laura

Is there a way to notify users in their acumatica home screen about an alert or change . In other words a system wide message that notifies the users in their acumatica interface (not sending or receiving in email).For example : ‘we are upgrading our acumatica system in one month” something like this , that is broadcasted to  the entire users without sending them email. And it is visible as soon as a user logs into acumatica.

I mistakenly created a cash return and want to void it but do not see an option to void .  

Hi Acumatica -Not sure the quickest way to relay this to you, but the update that you released overnight in the App Store is now unusable for automated warehouse operations.  We use the Pick, Pack, Ship function daily for our warehouse team, and a few of the iPads that we have set to ‘auto-update’ downloaded the new app and the screen is squished together so small that it is unusable for my team.  It would be great if you could address this quickly and release an update to fix the issue.Thank you.

Hello!I need to filter my report by a date range. I have the Parameter and Filter setup within the build schema, screenshots below. However, when entering a start and end date then running the report, it is not filtering the report down to those dates. Thank you for the help! Parameter: Filters: Report Parameters: 

Trying to change an email address for a customer record but when we try to go save the record we get an error, “account is inactive”.  However, the customer is active and the customer location is active so I am confused why this error is occurring. Any one have a solution to this strange error?

We’re trying to configure Acumatica so that certain programming information — specifically the contractor’s email and phone number — is stored in the Customer record and then automatically printed on the Sales Order whenever a specific group of items is ordered.Has anyone implemented something similar? We would prefer to do this without a Customization Project. Any guidance would be greatly appreciated.

Hiii, i wan to testing some transactions including Witholding tax but when i try to Release in Check and Payments form, there is an error (you can see the screen shoot below).I also put the set up for my taxes and i already create some vendors as tax agency.Please help me to solve about this, it’s happen when i try included taxes but if the taxes were non included, i can release the Checks and Payments, Thank you  

Hello,My company will be receiving purchased inventory directly to the warehouse, and storing it from there. The warehouse team will be using scanners to automate the process, and they are equipped with PO Receivers we’ve provided to them (With barcodes for both PO and Inventory Items), and Location Barcodes.What we’d like to happen is they remotely use the Receive and Put Away function to create a purchase receipt (with auto generated serials) against against the PO for the corresponding inventory that they are receiving. It should be simple, however I cannot get the Receive and Put Away function to accept a purchase order number/barcode. It only asks for a purchase receipt, which defeats the purpose as the warehouse team is the first to receive it.Am I missing something? Any help provided would be greatly appreciated!!!

I am trying to add several custom fields that already exist on the classic UI version of the “Create Payment” popup into the Modern UI panel of the same screen.  However, I am running into two issues:1. When I add the fields directly in my Modern UI extension:I get an error:“ID does not exist”Even though these fields exist in the DAC and work correctly in Classic UI. 2. When I try to modify the existing Modern UI extension file (SO301000_CreatePayment.html):The customization works, but when I include this file inside a Customization Project, I get:“Duplicate ID”or“ID already defined in another extension”. This makes the whole customization fail.I suspect the issue happens because my customized Modern UI file is being added into frontendSources, which already contains the default SO301000_CreatePayment.html.Because of that, the same element IDs exist twice, and this results in the duplicate ID error.However, I am not sure what the correct approach is in this situation: Should I replace

Please see this tip on Order key/relations in Acumatica: https://acumaticadev.substack.com/p/order-key-tipAll feedback is welcome

Dear Team,I have map my fixed asset with wrong transaction Reconciliation Type Deduction, my step as details:Open Fixed Asset → Click Tab Reconciliation → Choose Reconciliation Type Deduction Check the corresponding transaction on the grid → click Process    Click SaveSystem generate a FA transaction type Reconciliation -. However, I check a wrong transaction but havent no how to fix. If I do reverse that GL, it’s not update on FA.Thank for your advice!Yen Chi