Product questions which did not fall into any other category
- 344 Topics
- 1,032 Replies
Hello,We created a UDF on the Change Orders Screen We want to restrict some users from being able to change the value of this UDF, but they need full access to the rest of the Change Orders screen.I do not see the UDF in the security tree for Change Orders as I expected.So I tried restricting “ANSWERS” to VIEW ONLY and can still change the value of the UDF when logged in as this user.How can I make this VIEW ONLY for a role?
Hey guys,Have been tasked to add a production order maintenance side panel onto Appointment details and Sales orders screen. I am finding it tough to merge the tables in order to achieve this.Any recommendations?
Hello, It looks like even “Audit history” can not meet my need.We have a need to log who changed POline’s qty and cost after the creation.To avoid the database grow rapidly, I just enable to log the below 3 fileds However, the system keeps logging every time the poline is changed, by other fields, like open qty, qty on receipt... Is it possbile to log only when specific fields be changed. Like unit cost.
Hello,We have items that we to secure in such a way, that the user can add new records, but they cannot edit existing records. Acumatica had a “Insert” restriction level. However, it also includes the ability to EDIT existing information.Is there anyway to give users the ability to enter data, but not edit.This is for projects. We want to ensure that projects are ONLY changed via change orders.
I have BigCommerce B2B sandbox, customer reference number is available in BC checkout as a optional field. P.O and CC are the payment option.When selecting P.O as payment, everything is good, P.O number is imported to its right field in AC which is Customer Order Number. So here is the issue, I want to make use of optional field, customer reference number, and once a customer select a CC as a payment option, that field should be in Customer Order Number field in AC. So we did mapping, Customer Message to Customer Order, however AC seems to ignore the mapping on that field, its just weird that I map same customer message to different field in AC (like description) and its working fine..
I can’t seem to find a way to match the print job ID to the Shipment # that the print job was generated from in a GI. We are printing our shipping labels from the process shipment screen and would like to reference and print older labels on occasion. The only way to do that is through the print job screen, but the problem with that screen is we can only see the print job. Trying to reprint a label through the print job screen is a guessing game as there is no way to know which print job was connected to which order. Am I missing something?
Does Acumatica or any partner have documented best practices for managing the publishing of customizations that can be shared with me? I am looking for a customer facing document to explain the need for discipline and coordination where customizations are created by multiple sources. Edit, I did find this blog post https://www.augforums.com/publishing-an-acumatica-customization-project/. However, may main point is that I need to reinforce rule #2.
I set up an approval map for this.Assigned it and the notification template in AP preferences.Everything seems to work, except the email notification doesn’t get created.The system email account is set up and active.The employee on the approval map is extended as an employee and has a valid email address.Any thoughts?
Do approval maps engage when an existing document is changed, or only on creation of a new document.We want to know when a change occurs that changes the total on a project.This seems like this would trigger an approval anytime someone hits save on any project with a value.Does it trigger if a change is made to an existing project?
We’re using the SAAS version of Acumatica and are still within our first year of using the application. Recently one of our users deleted an account by accident. I’d like to ask if there are best practices for disabling account deletion in general while still allowing accounts to be deleted when necessary. I assume we could use roles to determine who can delete accounts, yet it was a senior person that accidentally deleted the account, and the situation was confusing so the prompt to confirm the deletion didn't prevent it from happening. I'm wondering if a better practice might involve an approval process where any deletion requires approval by another user. Is that kind of workflow possible in Acumatica? Another idea would be to only allow account deletion in a 'super admin' account so that anyone needing to delete an account would need to log out and then log into the super admin account, and only certain users would have the super admin credentials. How is this kind of thing handled
We have a customer site that has an extended 2 hour timeout on user sessions. However, after upgrade to 22R1 the mobile app is requiring users to log in every few minutes. Is there a separate setting from the site timeout limit that can be updated for the mobile app?
Why has the ability to link 2 separate sales orders to 1 single purchase order been removed?We have many vendors that have a free shipping dollar amount threshold. We have many customers that send in multiple purchase orders throughout the day for the same product line. Sometimes 2, 3, or even 4 separate orders. We used to be able to take all the customer’s purchase orders, create sales orders, and link their sales orders to a single purchase order, place the order with the vendor and get free shipping for our customers. We no longer can do this without making a workaround.The workaround is as follows and it is truly ludicrous to have to do:1. Create 3 separate sales orders for the customer’s purchase orders from the dayPut all the sales order line items onto 1 purchase order. Send the purchase order over to the vendor. “Break” apart the purchase order into 3 separate purchase order internally Re-link those new purchase orders to the separate purchase order HOPE that you can
We want to keep track of the vehicles we own and use in servicing our clients. We want to be able to also track any costs to repair or maintain each respective vehicle over time. When creating a vehicle, we can enter purchase information but I do not see anywhere whereby we can track expenses incurred over time for the vehicle. Should we be using some other module to do this? Should we be creating individual internal projects for each vehicle to track costs against them? Any thoughts? Thanks, Joe
While I was trying to convert to Project I received an error message: Project Manager value 129277 Error: Project Manager ‘129277’ cannot be found in the system. Please help with this error. What does this means and how can I resolve this and convert to Project? Thank you.
I’m wanting to be able to setup what is a “Shared Mailbox” in Office 365 as a system email account.I’ve found this post that says it is possible but I’m not sure how the authentication would be setup as a shared mailbox doesn’t have a ‘password’ and is accessed via another user logged in who has permission.. How We Process Email Inside of Acumatica: Start to Finish (cs3technology.com) I’m assuming it would have to be POP3 and not IMAP potentially?
I am attempting to be a new Acumatica customer, but I have completed the “Schedule a Demo”, “Have Sales Contact Me”, called the toll free, posted on Facebook, and messaged on Facebook for three weeks in a row with ZERO response from any channel. I thought the toll free was finally going to do it, and I received an automated response of “all busy.” So, I am hoping someone here can shed some light on what on earth is going on at Acumatica? Servers reached capacity and no room for new customers? Beyone shocked, never have seen anything like this in my IT career from a software company.
Hello I have issued shipment for delivery free item, I created 1 sales order with free item. The simulation, If the customer order with specific item n specific quantity, customer will get 1 free item .In these SO, the item for sales and item for free item from different warehouse .After SO created, the sales admin proceed for the shipment , coz the item from different warehouse we make 2 shipment in 1 SO .But, When we process shipment for Free Item, the quantity display 0. We checked the SO , free item show 1 unit .Anyone, please tell me how to solved it .
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