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I have a csv file that I am using for a GL transaction import scenario. The debit and credit amounts are in one column, debits positive number, credits negative numbers. How can I get the import scenario to populate the debit and credit fields properly?thanks, coleen
On the Exchange Server Configuration screen I am getting the following error message: An exchange URL cannot be auto-discovered.An attempt to auto-discover the exchange URL by login failed. Please specify a correct exchange server URL.The remote server returned an error: (401) Unauthorized. Does anyone know why that error message occurs, and how it can be fixed?
We upgraded to version 20.207.0012. The upgrade path was:from 19.205.0023 to 19.206.0036then to 20.201.0051then to 20.202.0043finally to 20.207.0012We did all of these update is one night and did not test inbetween updates.Testing seems to show most things are fine, however we now cannot open the Project Quotes listing page. We are able to open the Project Quotes form (PM304500) and we can open existing quotes using that form, but any attempt to visit the Project Quotes listing (PM3045PL) results in this error:A table with the alias Owner cannot be found. We have in the past applied a customization project pertaining to quotes, but we unpublished before the upgrade and have not yet republished. Those customization projects did not affect PM3045PL, but they did make changes to PM304500 and they did add a couple of columns to the CROpportunitiesProducts database table. Of course, those columns are still in the database.Any help sorting this out would be much appreciated.
Hello Guys; Hope you’re doing Well I have a problem when releasing one invoice:I get the error message “another process has added to InRegsiter”I’ve cheked the Issues List and there is nothing with the the shipping Number of the Invoice Any ideas ? Thank you :)
I have been working on a business event that triggers an email once a customer creates order from the web portal and falling short. The trigger has not worked if the portal users generate the order. If I change the business event to trigger on record change and then do any modification changes from the ERP side, it works from the portal sales orders. The New field value is set to createdByScreenID and Screen ID = SP700001. Could this be related to the customer's user's account types and users' permissions? Your support is appreciated.
Sales/Account Managers should be able to freely create opportunities and subsequent project quotes from the mobile app. The are typically at project sites when gathering all the information, so it would be more ideal to do this via mobile than via web on a laptop. Currently, you can create opportunities via mobile app, but functionality is limited. You can’t specify the customer location record, but you can do this on the web. If the sales/account managers were then able to create a quote from mobile, they could be filling out quote details as they estimate--all on-site in the palm of their hand. Extremely efficient.
What's the difference/purpose "Include in Qty. Available" and "Sales Allowed" for Warehouse Locations
We’re finally starting to get a handle on Availability and Alloctions...I think We have a DEMO location with items we do not want included for normal Sales operations, but do occasionally ship to customers or distributors. Unchecking the “Include in Qty. Available” is a necessity since we do not want these items to be considered as available for normal Sales Orders. However, with “Sales Allowed” still checked, we can add the items from that location to a Sales Order, but we cannot create a Shipment. The documentation says this:Include in Qty. Available A check box that you select if the quantities of goods available at this location will be included in the quantities of available goods and used in shipments and transfers. Sales Allowed A check box that you select if only issues (direct inventory issues as well as the issues generated from sales orders) are allowed for the location. You clear the check box if no inventory transactions are allowed for this location, except for i
In 2020 R2, I can't figure out how to allow users to able to see Update History (Tools...Audit History) without also being able to click on the Enable Field Level Audit button. I would like users to see update history and not be able to do any Enabling. The Field Level Audit role allows the Audit History item to show on the Tools menu but I can't see where I can control the Enable button.
Does anyone know if this Use Master Calendar checkbox on the Report Definitions (CS206000) screen does anything? I have a Company where the Financial Period ID 11-2020 is mapped to the Master Calendar Period ID 02-2021 in the Company Financial Calendar (GL201100) screen: If I make an entry for $60 to period 11-2020: Then I create a report with the Use Master Calendar checkbox unchecked, the $60 appears when I run the report for period 11-2020 which is what I would expect: Then I check the Use Master Calendar checkbox and relaunch the report. But I get the same $60 result in period 11-2020. I was expecting it to be empty because I was expecting to have to run the report for period 02-2021 to see the $60. But when I run the report for period 02-2021, it’s empty which is not what I was expecting. It makes me wonder if the Use Master Calendar checkbox actually does anything or maybe it just got added to the screen with the functionality coming in a future version. I did my testing in Acuma
Hi guys,I want to tracking serial number for some high value item. I enabled Lot and Serial Tracking feature. I created a Serial class and used on an item. Than I tried to follow below manual to test it but there is no separate line let me scan serial number. Does any know what’s going on with this?https://help-2020r2.acumatica.com/(W(5))/Help?ScreenId=ShowWiki&pageid=8a849d2b-0a55-467f-b537-28bc6e192de3
Is anyone here having horrible support on the weekends? We’ve been recently acquired and we are trying to change our calendar to match the company that bought us and we are trying to test the change by copying our data into a test company. We have left over 10 messages since 9:00PM EST last night and absolutely NO RESPONSE and it is now 8:00 AM EST. If $250 an hour gets you this support then I have to scratch my head!!!
My specific question is linked below but just in case it was passed over because it was specific about a particular screen I thought I’d open the question up:How do I specify multiple non-key fields to locate a record in an Import Scenario? The examples show searching for a customer by the customer name or searching for a detail line on a document by the item number but I don’t see an example when I have to use two (or potentially more) fields to locate the record that I want to update.Original question:
Construction is visual whether drawings, pictures, scope of work, etc. Most of that is initiated in the beginning before the project is even created. It would be very helpful if the activities (emails, attached notes, meetings, etc.), files and notes flowed from Opportunities > Project Quote > Project > Service Management (if applicable).This way these items do not need to be attached multiple times and the end of the chain (project manager, supervisor, foreman) can review some of the correspondence to get updated on the project.This files/documents following the flow would also be helpful in attaching to subcontracts so they too have the info needed.Does anyone have a way for the supporting documents in the initial opportunity to flow with the progression to projects/field service?
This is for 2020 R2I am trying to have the base Shipment Confirmation form (so642000) pop-up in a new window or Tab when printined from the Shipments form SO302000 Currently, when you select the Reports > Print Shipment Confirmation the Shipment Confirmation opens in the current window. I can add a new form & set it to open in a new tab or Pop-Up but need some guidance on the existing form. Thank you!
Hi Can i check with you all about the account code for “Goods In Transit” According the inventory preference as below , there is a accounting setting for “ Goods in Transit”My question : Is accumatica system can allow more than one of “good in transit” account code? Exmaple: we got 2 category of inventory - 1st is inventory of product a, 2nd inventory of product b If we need to create 2 account code of “ goods in transit “ for inventory product a and inventory product b , is it possible?
Hello, Per our test, even if the attendee has accepted the event with reminder.The reminder did NOT pop up on the attendee’s screen at the reminder time.Only the host will see the reminder. Is it a bug? or is it designer to do so. Please advise.
Hello everyone, I need advice on a particular situation...I have several communication bills that needs entering but for accounting purposes, it needs to hit different account e.g. accrued expense, cash in bank etc...is there a way that I can call them up in the bills and adjustment screen? instead of calling the item from the inventory? Thanks in advance,mrivera67
I have a processing screen that works perfectly. After processing, all data is updated correctly and the screen looks and functions exactly as it should.However, when the processing is complete, the results window is screwed up.When I click POST ALL, the code posts any entries that are unposted (based on the drop down filter) and does not post entries with a batch error. WORKS GREAT!When the processing delegate fires, if the batch has errors, I throw an exception on that recordPXProcessing<ICSPendingHDR>.SetError(entriesToProcess.IndexOf(entry), e);On the web site, the processing screen temporarily shows an item in the ERROR box which is what I expect: Then, when both records have been processed, the results changes to 2 process successfully When I click the 2 Processed button, I get results that are messed up. The Batch Has Errors column should show a checkbox and not True or False. It is pushing the columns to the right. Also, the descriptions on the Messages are in the wr
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