Distribution

How can I assign the approval of a request to the “reports to” of the employee who submitted the request?So far the closest I get is by explicitely setting a specific emplyee as the owner via the assignment map, then setting the approval to that employee’s superior via the apporval map. However I am not able to dynamically set the owner via the assignment map.

Customer has device hub and printers configuredCustomer has a custom PO receiving report to print to a specific paper printer.Is there a setting so that the report will always print to specific device hub printer ?Currently the report prints to the screen and then the browser / windows is used to select the printerI found help for the User Profile / Printer Setting Tab (pageid=8430c8b2-a79c-4f7b-9768-b0b7fad23a59) that says:  In this table, you can list reports that you regularly print and specify the default printer to be used when you print each of these reports. When you print a report from the list, the system uses the assigned printer.I was not able to set a ‘default printer’ as described in this help.  What am I missing?     

I keep getting this error when i try to convert sales quotes into orders of the SU type. I have never had this problem before. Please help! CS Error: Cannot generate the next number for the SUORDER sequence.

Who is currently using Korber One (what was HighJump)?The company I joined implemented HighJump about a year ago and our current integration solution with Acumatica is not sufficient. How is your integration setup with Acumatica?

Can you add “Backorder” status to the Open Sales Order filter so the Sales Orders in Backorder status are displayed under this filter?  

Hi Team,I am using TAXJAR (in Acumatica Build 22.106.0015) as an external tax provider to calculate taxes. I have a customization on the Sales Order screen. I have written logic in ‘Remove Hold’ action. As per core Acumatica implementation Remove Hold execution results in executing Persist() method and that ultimately initiates the external Tax Provider, which re-calculates taxes.But I do not want this to happen. So when my custom code executes on Remove Hold the external Tax Plugin Provider should not execute and re-calculate taxes and remains as it is.Is there a way to achieve this, can you please let me know the best possible way to achieve this. Thank you in advance! 

How can you default the Business Account Class for BA’s that are created automatically when you create a new customer?  We have the default setting from customer  management preferences and that works great for BA’s that we create as a business account and then extend to a customer.  But…  if we create a customer, the automatically created BA does not default a business account class.  I couldn’t find any AR preferences for the Business Account class.  

According to Avalara's documentation, all ERPs must have an option to disable document recording so that, when an invoice is released, it doesn't get added as a transaction in Avalara. Does anyone know how to engage this feature in Acumatica?https://developer.avalara.com/erp-integration-guide/sales-tax-badge/design-document-workflow/option-to-disable-document-recording/ Background:I’m importing orders from my online store which is integrated with Avalara. Some orders are paid for in the store and some are invoiced for in Acumatica, so it simplifies things to let the store record the document in Avalara. When I import the orders, I need the sales tax to match what was charged. The best solution to this I can think of is to have Avalara just do another calculation for imported orders but to not create a transaction in Avalara at the invoicing stage as that would duplicate our tax liability.I also tried creating a tax zone that allows for tax to be added manually. There are 2 issues I’ve

Has anyone experienced decreased overall operational speed with a large data set of >500 SKUs (i.e., is there inverse relationship between operational speed and SKU quantity in a system)?Thanks.

Has anyone tried to find inventory items that are duplicated but not exactly - i.e. “soft” matches?We have many items and many of them are redundant. The records represent the same  item but the key is not exactly duplicated, of course. We need to set some parameters like similar  or identical descriptions, matching Item Type, Class, Price, etc. The idea  is to find near-duplicates and present them on a page to be reviewed and updated/inactivatedIf someone has already built this or a similar query some help and ideas would be appreciated! 

When upgraded last year to 2022R2, we found a new Side Panel in the SO screen show up to view Invoice & Memos of the customer that you are working with in the SO, but it constantly spins and never opens.  Tested in our sandbox as well, with no customizations applied, and it doesn’t work there either.If you try to view the Action in Customization Project Editor it won’t even let you open the Properties of the Action--it’s just blank (see screen shot).  Is this just a corrupted feature?  Anyone else seen this, or more importantly found a resolution? 

Does anyone have experience in moving from LIFO to Average costing as part of an Acumatica implementation? I’m working with a client who is going through this process and looking for some insights and best practices.

I have a customer who wants to see a report or inquiry on stock item usage over time.I don’t see a canned report/inquiry and I could create one, but I thought I would ask the group if they know of one before going down that path.Thanks!

We are receiving the following error when trying to change warehouse location on an order that contains a non-stock kit with stock items.  We have warehouse locations turned off.  Is anyone else having this issue? IN Error: Failed to process Component '70001 ' when processing kit '10001 '. An error occurred during processing of the field Location value MAIN Error: Location 'MAIN ' cannot be found in the system.  

Are there any character limits to warehouse and warehouse location names? Ie. length and special characters like dashes?ex. Warehouse-Bulk-Fuel

Hello, I am trying to set up physical inventory counts but I am not seeing all of the generation methods as shown in online tutorials. How do I add? I only have Full Physical Inventory as an option on my end. 

I am having an issue where a chunk or reports have stopped working. I went to create an alternate version the sales order report, which I have done many times before. I downloaded the report, made the changes necessary, then saved the report under the new name and created the site map record.  However, that report gave the error Nested reports cycle detected while trying to load, and trying to access the original sales order report gives the same error. It is also affecting all the other forms that are copies of that form.  I’ve included a screenshot of the trace below. If anyone has any advice I would really appreciate it!!  

how to cancel released drop ship purchase receipt??

Hi EveryoneWe would like to sync the Primary contact Account name in shopify under default address.We have used multiple Export mapping but not able to find the solution.Can some one help with the export Mapping. 

Hi.I added a UDF on the SO document (from the Manage User Defined Fields option) with a checkbox control type, I would like to have track on the user and date and time the checkbox was selected.is that possible to accomplish?Thank you

Is there a built in way to manage the Printers associated to User Profiles that doesn’t require the user themselves to do it? We have 7 shipping lanes with two printers each.  One is for the Shipping Label and one is for the Shipment Confirmation (i.e. packing slip.)  A warehouse employee may be assigned to different lanes (i.e. printers) day to day.  It seems like I need to log in as each user, change their default printer (for the labels) and change the printer associated to the Shipment Confirmation in order to move them around. I created a GI against User / UserPreferences / NotificationSetupUserOverride, but I’m not able update the specific Printer fields. It looks like I’m going to need to write a customization to manage this in a scalable way, but before I went down that road, wanted to see if anyone had any better ideas. Thanks- Jacob.

Hello,I noticed that there’s an updated customization for lot/serial attributes for the 2023R1 Acumatica version:https://github.com/Acumatica/Acumatica-LotSerialNbrAttribute-2023R1-ONWARDHowever, I can’t find the file to download. What am I missing?Thanks!

I have recently reviewed the blanket sales order training document and found that the Complete Order function should be available if the blanket order is in either Open or Expired Status and at least one child order created for a blanket SO line has processed shipment. I have noticed that if the child order is one that is a dropship and is completed, the system is not recognizing this as a type of shipment and is not allowing the blanket order to be completed despite the fact that there is no longer any open qty. Has anyone else found this to be the case?

In Shipment Screen if user will enter Notes at the Header of the Screen and in the Details Tab of the Screen as well It should display the Notes of Header as well as Grid. Both Notes should display.How can we display in the report? 

I have PO with a non-stock/expense item costs $850, linked to project. Process PO Receipt without changing unit cost, then create Bill at $1,000. The project however is only costed at $850 even though the Bill journal shows additional expense of $150 as a result of purchase price variance. The PPV allocation mode is Inventory Account. Is there anyway to post the additional expense to Project?