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Hello!I followed the instruction in this post (How to create approval flow in Expenses Claim | Community (acumatica.com)) and was able to create a basic approval flow for expenses, but here are two things I can’t figure out. is there a way to create multiple level of approvals? Where first the expense gets approved by direct manager, and then it goes to next level authority to initiate payment? Is there a way to set email notifications on both level of approvals? this is the first level approval.. but once approved, how to move it to the next level authority to initiate payment?  I can’t seem to get the notification email to come through… This is what the email template that I’m using looks like, I have it sending to my email so I can test it. Not sure what I’m doing wrong. Is this something that needs business event to trigger as well?   Thanks so much!!  

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)

Hello experts, I am facing issue while making test connection with my gmail account i created my gmail app password and used in email account setup but while doing test connection i am getting this error message.The mail receive has failed. Cannot connect to the host xxxxxxxgmail.com with port 993. Original error: A non-recoverable error occurred during a database lookup. 

Hi,I’m trying to integrate Cybersource Secure Acceptance as a new Processing Center in Acumatica,My problem is that after creating the processing center and after adidng payment method, when I go to pay a sales order , it’s not showing authorize or capture option and work as if it’s offlice payment method, see this screenshothere is what I did in creating my paymen pluginCreated a customization project in that project I created a class that implment ICCProcessingPlugin and I added all the settings and based on it I was able to create the payment processor and ad dpayment method attached to it. I created another class that implement ICCHostedPaymentFormProcessor , this is where I’m adidng the form that will be used to implement the payment form where the user enter his card details , I implemented the method “HostedFormData GetDataForPaymentForm” I created class to implmenet ICCTransactionProcessor but I’m not sure if it’s required or notWhat I expected when I go to create payment for S

 I would like the from email address in statements to be our finance email address opposed to our service email address.  I have changed but it’s picking up the service email address.It was changed under the email template for statements:And I also changed it under the accounts receivable preferences to set it as the default email account but it’s still picking up the other email address. 

Two of the subreports, (attached below) are appearing blank within the main report. They work fine and load data by themselves, but don’t populate within the main report. Any specific reason why?

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  

Is there a report that shows released inventory receipts that do not have an AP bill created from that receipt? 

Below is an import scenario that I am attempting to use to delete unwanted UoMs in our item classes. I used a similar import scenario that has worked for me in the past, but it was used to delete UoMs from stock items. When I attempt to import I get the following error:390 items have not been processed successfully. View name: itemclass.I then attempted to change my key from Class ID to Class Description and got the same error.Thanks!

We are currently going through an audit. How do I get documentation of a backup being tested for successful restoration?

It's great that we have such a vibrant Acumatica community to get quick answers to questions and gain product knowledge! We have very active members jumping in to help others out all the time. The goal of the community is to respond to every member’s question so that no one goes away "empty handed".Connect, Learn, Share How to Answer Questions on Acumatica Community - We need everyone’s help!Active Participation is needed from every Community user; everyone can provide valuable input using their individual skills and interests.  When more people participate, all members benefit - - we need diverse backgrounds, cultures, experiences, opinions, values and perspectives. Dipak Nilkanth - Acumatica Community Featured Member for October 2024Meet Dipak Nilkanth our Acumatica Community Featured Member for October 2024. It’s great to have you as part of the Acumatica Community @Dipak Nilkanth! 2024 Acumatica Developer Conference - Recordings and PresentationsThe Acumatica Developer Conference i

Has anyone run into issues trying to create new wikis on the customer portal? I’ve created the wiki > navigated to it > click the + button to create an article and get the object reference not set error. Additionally, clicking the trashcan does nothing. Any guidance on how to create a wiki is helpful as the documentation is very unhelpful.

How do you set up the deduction/benefit code to add Shareholder Health Insurance to owner’s W2 and report in Box 12 DD? 

Can approval processes be created for Opening a new Vendor or new Customer account?

Hey there! I am curious on if any roles are needed besides the “Admin" role for a system administrator to be able to do literally anything/everthing in the system. I see there are a ton of other administrative roles and wanted clarity on if any of these should be combined with the Administrator role. I have been assigning each admin user every single administrative role, but I feel like that is unnecessary and pointless. Thanks!

We are trying to generate Purchase Orders from a Sales Order using the Create Purchase Order form.  The issue we are encountering is the customer from the Sales Order is the same as the Vendor for the purchase orders.  Yes, need to buy items from our customer to create a complete package.  System won’t let us select the Vendor in the Create Purchase Order form since its the same as the Customer field from the linked Sales Order.Also is there a way to unlink the customer and vendor?

Hello all,I would like to know your suggestions/solutions on how one can resist the corrected time entries to not be included in the AR Project Billing. So as of now if anyone releases a time card, a project transaction is created. But lets say if I need to decrease the time spent on that time card, so I would be required to make a correction in that time card → it’ll create a project transactions & when I would run the Project Billing, the negative adjusted amount would also be displayed on the AR project Invoice. How can I remove this negative qty?

Is it possible to notify a user with an on screen message when a business event’s condition is met? The use case is to display a message to the warehouse receiver when receiving an item that has a attribute set for special storage conditions such as Allergen, SDS, COA.

Hello,    Irina previously shared a trick to get the current finperiod as default in GI.  This worked fine in 2020R2, but it does not work in 2021R2.  Normally, we just only want the current period data.The below trick is working. If someone has better solution, please also share. Thanks. Although it shows 06-2022 in screen, it actually stores as 202206 in DB, so I am using the below formula to calculate current fin period.=IIf( Month( Today())>9, Concat( CStr( Year( Today())),CStr( Month( Today()))),  Concat( CStr( Year( Today())),'0',CStr( Month( Today()))))And then put it in GI conditions. 

I have a strange issue today. In my report, I am trying to create a parameter to select a specific salesman. I have joined the salesperson table to my service order table and have the following filter set SalesPerson.SalesPersonCD  Equal @Salesman  Or@Salesman IsNull My parameter is setup as follows When I set a default value to the salesman parameter and then click preview, it works as it should and there are no errors. However, when I save to server and run the report, it gives me the following error:I don’t understand, the parameter selector is the exact same syntax as what it is filtering the report by. I have never had this error before. I understand how to fix it when there are issues translating from string to datetime or string to int for example, but I have never had an issue going string to uniqueidentifier. I didn’t even realize those were separate syntaxes to be honest. 

Hi! I have read through topics below and am still having issue with inserting link for an email template I created. How to add a link to the email template | Community (acumatica.com)Dynamic link for Task email template | Community (acumatica.com) I want this link to be able to navigate back to an Acumatica Screen. This is what I have in the template: ((GeneralInfo.notificationSiteUrl))/Main?ScreenId=EP301000&ExpenseClaim.RefNbr=((ExpenseClaim.RefNbr))This is what it looks like when the email is sent: I have also tried copy and pasting the URL into the template, but even though the RefNbr would change each time, when you click on the link, it always takes you back to the claim screen where the I copied the URL.Any ideas on how to fix this link?Thanks!

I have a custom button on a grid and want it to be enabled only for certain rows.Therefore I implment the RowSelected event and use SetDisabled(false).That seems to have no effect. Pressing the button after selecting a row where the action should be disabled is still possible but causes an error message saying the button is disabled.What do I have to do to get the button shown correctly as disabled? Some Code:ASPX:<asp:Content ID="cont1" ContentPlaceHolderID="phDS" Runat="Server">    <px:PXDataSource ID="ds" runat="server" … >        <CallbackCommands>                     <px:PXDSCallbackCommand Name="Discard" DependOnGrid="grid" ><asp:Content ID="cont2" ContentPlaceHolderID="phL" runat="Server" RepaintOnDemand="false">    <px:PXGrid ID="grid" runat="server" DataSourceID="ds" SkinID="Details" >…       <ActionBar >            <CustomItems>                <px:PXToolBarButton Text="Discard">                    <AutoCallBack Command=

I am trying looking for best practices in managing print jobs through devicehub. I’ll give a specific example that hopefully explains why and what I’m looking for.I ran into a situation where I have several print jobs listed as “Pending”.  I expected that list to help me catch print tickets that didn’t print.  However, I discovered that those Pending jobs were for Pick Tickets that were indeed printed (manually I assume).  If I make that assumption and print the “pending” jobs, I will end up possibly shipping orders twice.I set up a schedule for Pick Tickets to print every 10 minutes.  Some users manually print their pick tickets. I understand that if a user prints a job seconds after the schedule runs, we will end up with 2 printed pick tickets.If a user prints a ticket before the schedule runs, no print job is created.  If a print job fails or is pending, then the user prints it manually, the pending jobs obviously do not changed to “Processed”.Just FYI -- We also had to limit manual

I have an AP employee who is trying to use the Additional Remittance Form and it seems regardless of Cash account, Payment method of other fields entered it always prints out a blank page when the report is run. I have not been able to get it to print anything but the AP employee says that it prints out what they want at least 50% of the time. does anyone have experience with this issue or know what might be causing the problem?

We have a report where we concatenate the InventoryID and the Description fields.Is there a way to bold the InventoryID while leaving the Description portion of the string normal/Thank you!