Product questions which did not fall into any other category
- 622 Topics
- 2,050 Replies
Hi All, I was wondering if there is a way to make part of the Acumatica Wiki (specifically Custom Wiki Articles) public/ expose them to Users having the Link?One Usecase might be linking back to Acumatica Wiki Articles from BigCommerce. Any thoughts/ideas?
Hey all, How are you all handling training for Acumatica end users. I didn’t know if your organizations have had any sort of turnover but keeping end users trained seems to have been a large struggle for our company. I know that oracle has a platform called UPK or User Productivity Kit. Oracle User Productivity Kit (UPK) is a software application used for developing training material. It excels at the rapid creation of simulations for software applications, but can also be used for creating printed documents such as user procedures and job aids. Does anybody know if acumatica has anything similar or has been able to tackle training in a different fashion?We currently have .PDF documents for deferent process we used in our company on a sharepoint site, but these seems to get out of date pretty quickly everytime we upgrade acumatica. It seems like a full time job just keeping this up to date. I’m open to how you keep end users trained on different processes in the system.
Hi everyone, When exporting file attachments, in this case the Shop for Rates excel export, it downloads to my computer in a strange way. It says its an Excel file, and the file size is 5 KB. After I open the excel document and save it, the file size jumps up to 9-10 KB. The main issue I’m having is when trying to import these export files into Power BI (or even Jupyter notebook and Python). If I try to import the file into Power BI before saving it, I get this error: Does anyone know what the file type really is when it is exported from Acumatica? And is there a way to have this change to a “Valid excel document” without having to open up every file, save, and close? Thanks in advance!
What is the best way to handle delegation of permissions for time card approvers so that an approver can modify the timecard entries, such as change the billable time or change the assigned cost code?I have the approval map setup and it’s assigning to the user correctly. However all they can do is put it on hold then resubmit it. Seems odd that when they put it on hold, that removes the pending approval status as well. So if they happen to put on hold, not make changes at that time, and go back into Acumatica, they’ll no longer see that time card under their Approvals.is there a couple specific permissions I can tweak so that they can just modify the time + cost code then resubmit? Is that the proper sequence to modify? Put on hold, change, submit, then approve?We do have company tree’s setup so that User A can enter time for User B, C, D. But the approver is not in that tree.
I need the ability to upload pictures from the Gallery area of a phone into a mobile Shipments widget I created.Basically what I want to do is once I go into the shipments order be able to upload, from my phone and the mobile app, a picture to that shipment.My apologies also. WHERE I want to add this picture is to the specific Line Item of the shipment. I already know I can click the “paper clip” and upload a file to the shipment order document. I want to add pictures to shipment line items.How do I do that? (I can include the WDSL, which is very basic right now, if needed.)The shipment widget I created I am attaching screenshots of.
I’m having the most trouble with PO approvals. I have a simple PO approval that is just checking for a particular project. While I get the approval task for the assigned person, the workflow continues on and doesn’t provide the “Approve” or “Reject” buttons. Any ideas?Side note: i just had this working a few weeks ago. It seems to randomly work and stop working. Not sure what is going on. See below:
I am trying to edit the Generic Inquiry on the Customer Portal called My Orders and My Documents ( when you are logged in as a customer) I can not find what the name of the GI is. Does anyone know how I can find the name of the GI’s that are used on the customer portal?
Expense Claim Error on Release Error: An error occurred during processing of the field Currency value GBP Error: 'Currency' cannot be found in the system.
Good, I have one claim for one employee only. All his other claims were released. The error message is Error: An error occurred during processing of the field Currency value GBP Error: 'Currency' cannot be found in the system. GBP is the employee currency and it is used throughout the system.I try a number of things on the employee profile. Any suggestions.@Evan G
i’ve noticed that more and more screens have the ability to add a UDF but i have not seen it on the Employees Screen (EP203000). i have a few customers who want to use schema objects that are not available to be used on the traditional attribute tab.also, if attributes are considered deprecated and no more improvements will be made, it would be helpful to have the option to create a UDF
1. Receipts not processing with functions unresponsive - can't release.2. Can't complete shipments3. All 'export to excel' functions are not working4. Can't create POs5. Can't download postings or run reports. This all occurred overnight with no changes to our env. Only occurring in our PROD env. the DEV. env. is working fine. The error in the trace is the same for all:at System.Web.HttpApplication.PipelineStepManager.ResumeSteps(Exception error)
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
Hello Community,I have been trying to record a payment manually under Payments & Applications form but not able to add the Sales Orders. I checked out in other demo instance, but it does allow me to add. Not able to add SOAble to add SOPlease let me know if there’s anything I am missing out here.Thanks in advance.
I need instructions on how to enter an Accts Payable vendor credit. I was advised to select Credit Adj and then remove the negative value from totals. But once processed, credit is not showing up as a credit. Cannot leave negative value in there because Acumatica gives me an error message saying it won’t release invoice as a negative value. To which I think, “uh duh, it’s supposed to be a negative value.” lol Debit Adj also does not work. Help please! ;) Thanks!
Any idea on how to remove items from the “Create Purchase Orders” Screen?I have 2 items that showed up from inventory replenishment, but for some reason the quantity is 0.00. as you can see here:It will not allow me to create a purchase orders to clear it out, because the amount is 0.It will also not allow me to change the number to anything greater than 0. I completely cleared the replenishment settings, but that still didn’t work. Any ideas?
Hello, we have entered payments to a vendor - paid them and their check has already been cashed. However when we try to release the transaction to the GL we get the following error: Error: Another process has updated the 'GLTran' record. Your changes will be lost. If anyone has any ideas what this might be and how to fix it?
Checking to see if anyone has come across any issues yet with 2023 R2? Even though we have been advised it is best to wait 3 to 6 months after the release to upgrade, there are some big changes in 2023 R2 that will make a huge difference in the way we are utilizing the system. Just want to make sure that there isn’t a major issue that might sway our decision.
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