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Hi everyone,I’ve successfully built a dashboard in Acumatica for Employee Timesheet Status Reporting that includes the following features: Widgets: Four widgets showing the current week's timesheets categorized by status: OnHold, Pending Approval, Rejected, and Approved. Widgets are color-coded: Red for OnHold, Pending Approval, or Rejected if there are hits. For Approved, Red if there are no hits and Green if there are hits. List View Widget: Displays timesheets for the current week plus two additional open business days. Filters out timesheets that are Approved or Released. Allows managers to drill down into timesheets for additional processing. Now, I’d like to add a restriction so that managers accessing the dashboard can only view timesheets of employees reporting to them and no one else.What I Need:Step-by-step guidance on how to implement this restriction within Acumatica. I understand that this might involve: Adjusting the Generic Inquiry (GI) for the dashboard. Addi
Which date and time (created by- or modified by- ) will indicate when and by whom the batch was released?In some cases a batch has user X as created-by and user Y as last modified-by. Will it always be the last modified by that indicates the user and date and time of the release of the batch?
Hi, I just tried to install Acumatica to my local computer but whenever after I successfully installed and configure it, it does not display correctly. Has anyone experienced this?
Hello! I am trying to get these fields on the SO screen into a GI. However, even though there are data shown in here, I was not able to get the Dropship PO Status and Dropship PO Line Nbr to show up. I checked in SOLine DAC and it says the fields are “nonexistence in DB.” What does this actually mean? If I am seeing data here why am I not able to pull them into a GI? Thanks in advance!
Hello! Is there any way to have the Record Notes / Pop-Up Notes show up when we enter a material line directly into the Production Order Details? Currently we have a bunch of items that are Kanban and we do not want anyone to use the Mark for PO functionality to set purchase demand without checking stock first. Initially I put pop-up notes on the specific Kanban Stock Items and found that it didn’t pop-up when entered into the Prod. Ord. Details screen. Thought I’d try and see if it would copy as an internal note instead and came to the same result. Any help would be greatly appreciated! Thank you!!
We recently upgraded from 23R2 to 24R2. It has been a very smooth process with almost zero issues.However, users have mentioned that on the Lot/Serial Numbers report, when they start typing the warehouse name (SiteCD) in the report parameter, the value no longer auto-completes.To select a value, you have to click an extra time to open the selector, which functions as usual.I’ve tried changing the schema field for the parameter in report designer, but it doesn’t make a difference. Does anyone have any ideas?
Is there a way in a Generic Inquiry to pull the Enter Record Notes that have been entered either on the SOOrders or SOShipment screens?Our customer service team puts notes in these field and it would be helpful to pull those note in a GI.Thaak you!
Hi! Is there a way to pull activity notes from the PO screen into a GI?I wasn’t able to use inspect element to find the table that the Tasks & Activities belong to. I know activity is on the CRActivity DAC, but I couldn’t relate it to the POOrder table. I know there is a Note ID field in POOrder, however I am looking for this column in the GI to display the actual body of notes instead of just the title or the note ID. Any idea if this is possible? Thanks!!
Order Orchestration Streamline Your Fulfillment Process and Boost Efficiency!Acumatica’s cutting-edge Order Orchestration capability is designed to revolutionize your order fulfillment process. By automatically allocating inventory from multiple warehouses based on predefined business rules, this feature reduces manual errors and minimizes backorders. It expedites orders across multiple locations, tackling common challenges such as backorders, manual reviews, and high shipping costs. Additional highlights of this solution can be found below.Be a part of our Acumatica Labs Program and pioneer the future of order fulfillment with our cutting-edge solution! If you’re interested in participating, please complete this short qualification questionnaire. This will allow us to consider you for the program. We will review your submission and get back to you within 5 business days to confirm your qualification. Flexible Fulfillment StrategiesAssign specific fulfillment strategies to different
Hi, We have a large number of Warehouse locations (over 500) and at present we are having to manually Transfer Receipt Transfer Orders into those warehouses. Is there a way of completing these Transfer Receipts in bulk (same as Confirm Shipment) or an automated process that can be scheduled? Thanks in advance, Ben
Meet Heidi Dempsey our Acumatica Community Featured Member for November 2024. It’s great to have you as part of the Acumatica Community @Heidi Dempsey!Hello everyone. I am Heidi Dempsey, Subject Matter Expert for Construction and Projects. I have been with Acumatica for over 6 years since the beginning of the Construction module. I was raised in California and started my career in accounting after college. In the 90’s I had 4 kids within 5 years and stayed at home with them for many years. When I returned to the workforce over 20 years ago, I was able to combine my accounting and computer skills to enter the accounting software industry. It has been a joy to work with partners and customers on the functionality and seeing the software improve over the years. I live in the great Pacific Northwest and enjoy biking, kayaking and hiking. Some other passions are my family, travelling, baking, gardening and recently I have taken up playing piano.
Do you have any suggestion what is the best option where to put the sharepoint link in Acumatica instead of the actual file? What I’m going to do is in order for us to lower the cost in terms of storage in Acumatica, my workaround is to put the files in sharepoint then get the link in the sharepoint and save it to Acumatica. Any suggestion where to put the sharepoint link?
Does any one know how to reverse a Landed Cost? We had an entry with a clerical error and the amount was incorrect. Now inventory is overvalued and we have the amount sitting in the accrual account. The AP bill should address the accrual balance but will create a credit on the P&L variance account. Not sure how you address the inventory valuation. So looking for ways to edit, delete or otherwise correct the LC transaction.
Is it possible to have a part default in the configuration? We have a client who uses the same door 95% of the time but needs the option to select a different door.
Hi all, I have created one simple business event with generic inquiry (AM3010PL - AM-Labor) which is already available in the acumatica, but business event is not working while adding (active) the below highlighted condition in generic inquiry .Screen shot is attached here. if we are not adding (Inactive) highlighted condition , then business event have been triggered.Any ideas on why this business event not trigger while adding below highlighted condition in Generic inquiry?
Just a quick question asking about the best way to process a failed vendor payment from the bank when matching payments.We have voided the failed payments as we were shown but need to know do we still remove that payment from the payment batch so it can be reconciled? And, then what do we do with the new receipt from the bank that is the return of the failed payment? Do we just create a transaction in the matching payments screen and then journal that back to the bank when done to make sure the balances match?
Hi Guys, How Can I print a Tick Box in My Reports, ie ☐ I can add this symbol to my Steps in BOMbut the PX.ReportViewer.axd removes it, or does not display it? even printing to a PDF it is not Visual?any help appreciated!
Say a customer record has multiple salespersons assigned to the same Location ID (on the Salespersons tab).Is it possible to configure an import scenario to delete a specific line based on BOTH the Salesperson ID and the Location ID?Example:Salesperson A // Location ASalesperson B // Location ASalesperson C // Location ASalesperson A // Location BSalesperson B // Location BSalesperson C // Location B If I wanted to delete the Salesperson B // Location B line from the Salespersons tab, how would I configure an import scenario to do so?
Is there a report to print a carton content label for orders being shipped.This report would would show each shipping carton / pallet along with the item and quantity for each carton / skid. Example:Carton 1Item 1 qty 300Item 2 qty 500 Carton 2Item 2 qty 500Item 3 qty 75 Thank you
Is external file storage can be enabled if you are using Acumatica SaaS?I’m planning to use it this year?
How to get production URL end points? The documentation leads us to UPS developer site. I have spent an hour trying to figure out where to find the URL Endpoints. Can someone please help! Thank you
