Product questions which did not fall into any other category
- 522 Topics
- 1,708 Replies
can't search in Sales Order Lines
Copyright © 2005-2022 Acumatica Inc. All rights reserved.Acumatica Cloud ERP 22.110.0018Build 22.110.0018 + All, we can’t search by Sales Order Lines -- if we enter a string in the search field (magnifying glass), we simply get a spinning blue circle. Log out and log back in and it seems the main screen seems to hang and can take about 30 to draw/display.Known bug? Something we can try to alleviate?
GL ERROR: Cash Account doesn't exist for this branch - Fixed Assets Disposals
I have this GL Error showing up when I am disposing an asset owned by CEMPLEXFL branch but wanting to deposit into my MAIN branch CASH account - that is NOT restricted by branch visibility. It will not let me reconcile my Fixed Asset. I am thinking the FA module is not set up correctly with the multibranch ? Can anyone advise? THanks
Payments on Customer Portal
An Acumatica client recently saw a webinar (Jan-Feb 2021) with new features that are to be added to the Acumatica Customer Portal to allow a customer to view an invoice and process a payment for an invoice. Can you verify that feature – taking a payment on the portal, what release and what is the cost? I just reviewed the 2021 R1 release notes and saw no reference to this. Do you know if this is planned? And…. If you can direct me to any documentation or a webinar that would be great.
Mobile Users - Restricting information based on individual users...
Is there a way to restrict information mobile users can see? For example, (with project/job costing) can a project manager only be presented with his/her specific jobs, cost codes, etc. and not the entire project/cost code, account groups? In particular, asking this in regard to Advanced Expense Management mobile users who would select the appropriate project, etc., after OCR has run?Of course, this would apply to other mobile users who need to interact with manufacturing, distribution, etc.
Add subtotals on Employee Time Card Summary
Hi there -If you are viewing a Timecard, it is easy to see the total Time Spent for each line (project/task/labor item/etc.). It is not easy to see the total Time Spent per day. If the employee is working on many different projects and tasks throughout the week, it is difficult to get a quick picture on how many hours they worked for a given day.Subtotals by day on the Summary tab of the Employee Time Card seems like a quick, but very useful addition. Thanks,Derek
Does anyone have experience with Physical inventory by movement class?
I have recently started using the physical inventory module and tried using the “by movement class” as the generation method. When I prepare a physical count using a high volume movement class, I would expect that all of the items would be high volume items, but was surprised that some of the are stock that we dont sell much and therefore dont stock much. Just wondering what type of generation method others are using and why you prefer that one?
Delete Stock - Reassign Inventory ID
Hello,I accidentally ended up with almost duplicate Inventory ID’s for some products. Correct Inventory ID - HEMWPAAD2027 - not associated with any other recordsIncorrect Inventory ID - HEMWPAAD02027 - SO’s and inventory all associated with this ID.Difference is the 0 after the D. I am trying to delete HEMWPAAD2027 as a tock item, which it looks like it does.Then I want to Change ID on stock item HEMWPAAD02027 to the now deleted (but correct) ID of HEMWPAAD2027.I hit delete, and it appears that this item is now deleted. I try to change ID on HEMWPAAD02027 to the ID I just deleted, but get this error: I hit OK and it somehow goes back to the Inventory ID I just deleted. I’m not sure what to do. How do I go about deleting and changing the ID’s?Thanks,
Business Event -> CRM Task -> Owner
I’m trying out the new CRM Task subscriber on the Business Events (SM302050) screen: On the Task Templates (SM204005) screen, I try setting the Owner field to the AR Invoice Owner like this: Then I create an AR Invoice with the FINANCIAL → Owner field set to Jay Parker on the Invoices and Memos (AR301000) screen: The Task gets created by the Business Event (which is great and really cool), but the Owner field is set to my user and not the Owner on the AR Invoice. I tried hardcoding the Owner to Jay Parker like this and it worked: But I don’t want to hardcode. I want the Owner to pickup dynamically.Any ideas why this isn’t working?I’m on Acumatica 2021 R2 (21.203.0026)
"Inventory ID" error in Projects screen
Hello all,I have been trying to add the tasks under Revenue Budgets tab of the Projects (PM301000) screen. i have selected Task under Cost & Revenue Budget level fields under Summary Tab. Even Empty Item Code has been set as <N/A> under the preferences screen, but still when trying to add the tasks the system is triggering the below mentioned error. The Inventory feature has also been disabled under Enable/Disable features. Kindly guide me to resolve this issue.Thanks in advance.
Remove Data View from left-side panel
We are trying to clean-up what people see in the navigation panel for basic users that only need access to Time & Expenses. I’ve set the Data View screen to revoked and the “User Favorites” still appears. When I’m logged in as myself and I hover over the “User favorites” it shows SM203020. When logged in as someone with less permissions, the main screen ID is all zero’s.Ideally, we’d like anyone who has basic access, to have Favorites & the Time & Expenses workspace.
UPS World Ship Desktop VS Network versions
We have recently launched with Acumatica and we are using the Acumatica Shipping tool. I have no problems connecting UPS and Acumatica from my laptop. I can create shipment, send data to UPS and bring it back in and confirm shipment all the time. Our warehouse uses the network version of WorldShip as it is on many machines. While I can send Data to WorldShip,, when I try to bring it back into Acumatica, it doesn’t write the data, Anyone else have this issue?
Localisation on the Acumatica portal - what does it do?
I was pleased to see the localisation icon on the front page of the portal. I clicked GB - the Union Jack - and looked forward to seeing the dates in European format.Sadly this did not happen. It would be great if you could fix this for us.ThanksJames
Restrictions on the views of screens so that when you are in one company you only see that Companies data
This is not so much a restriction requirement but more of a design requirement.When you have multiple companies in one tenant and you have access to all of them it would be great if the only data that you see on the screen pertains to the company that you have selected at the top.Now, you see transactions, customers, vendors for all companies irrespective of the selected company. It does lead to mistakes and it does not demo well. Thanks
Tenant has access to 3 out 4 tenants in Acumatica. One is missing; same user ID/email
Good day.One user is experiencing an issue with being about toggle between tenants inside Acumatica. The user has tog out to log into the missing tenant. I checked the user ID/email and they all match. I can’t seem to update or make the missing tenant appear inside Acumatica. Strange Any suggestions or way to change it so the user can toggle between tenants inside Acumatica instead of having to log out each time to get into the missing tenants. Maybe i should redo is user ID in the missing tenant? We are running 2022R1. However, the user informed me that he had to do the same process 2020R1.Thank youEvan
Best workaround for entering a negative expense receipt for a corporate credit card?
Currently you cannot enter a negative expense receipt for a corporate credit card. Upvote here: However we have many customers who are dealing with this on a regular basis, what is your prefered or suggested workaround while Acumatica considers the idea of adding this into the product? Thank you!
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