Acumatica product questions which did not fall into any other category
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Customer with Acumatica Direct Support plans, this video is for you.It describes how to create Acumatica account and how to submit cases to Acumatica Support Team.
When I try to connect my bank feed for our Wells Fargo operating account that we access through the Wellsoffice.ceo.wellsfargo.com website it brings me to the wellsfargo.com login which doesn’t work with our CEO credentials. Anyone know how you connect to the CEO platform?
Hi! I am trying to manually adjust an inventory item to qty zero but keep receiving the following error: I checked that there are no open transactions in the system that has this item. Any idea on why this error shows up?Thanks!
Anybody else getting robo Called by this company? They Claim to be Acumatica (Their Caller ID says Acumatica), but when pressed will say they are a partner. They are trying to sell their authorize.net plugin and stating Acumatica has dropped support for it. I have asked many times to be removed but it just won’t stop.
If a vendor discontinues an item and we plan on purchasing a different item to replace that stock item, is there a way for me to “link” the 2 items together so that my forecast will be able to tell me how much of the new item I need to order based on the old item history?
Where do I put past sales history of items in Acumatica to be used as data for purchasing forecasting? We have been in Acumatica for less than 1 fiscal year and we need to be able to predict purchasing needs based on last year sales.
Hi All, We are running into an issue where Equipment Time cards are being automatically generated about three months in the future. Does anyone have a reason why this would happen? Right now they have equipment time cards all the way into march and do not want this.Does anyone have a solution or where I could start to look at a setting or something?
Hello!I want to create Prepayments for Suppliers using the Journal Vouchers window, but also does not let me release the transaction as Prepayment has approvals. Is there any way that we can release the voucher but without releasing the Prepayment and have it the approvals?Amanda
I have requirement to import existing customer contracts for which I have already started billing. What would be the best approach to create existing contracts through an import scenario. TIAMichelle
Example:We purchase feather meal in a pallet of 50 bags (that is one stock item), we then do production orders to create single bags of feather meal, and that feather meal is also used in mixes.If we want to purchase pallets of feather meal once a year, how do I tell what my demand is based on past sales orders of all forms of feather meal and all mixes that feather meal is used in? We have BoMs set up for all of this data.On a second note this is our first sales season with Acumatica so we do not have sales history in Acumatica. Is there a way to put that information in Acumatica to help calculate that total needed?I thought Forecasting was the solution for this but it doesn’t seem to be (but maybe I don’t understand forecasting well).Thanks!!
When in a separate window or list, how can I scroll instead of using the Next or Previous pages buttons?
Hello,One of our customer has the below requirement.In the Bills and Adjustment form, we have enabled a new field to record the contract number. Our customer is getting bills (Supplier invoices ) for utility expenses from their suppliers and our customer is recording each bill against a particular contract number. If the bill count is exceed 2 for a particular contract the user needs to get notified through an email. As an example:Lets assume we received a utility bill from supplier ABC for the contract 001. Then again we received another bill from the supplier ABC for contract 001. At this point, we have two bills against for the contract 001. Assume we are getting third bill for the contract 001. Once we entered the third bill to the system, system should generate and email.How can we cater this requirement?TIAMichelle
Is there a way to print multiple customer invoices from Receivables → Customers → Customer Details without opening each invoice first? Or is there a better spot to go to in order to print multiple invoices for a customer?
Is it just me, or does it seem silly that there is no Mass Delete of failed, pending, or unprocessed print jobs? You you to manually go through and select each of the jobs, delete them, and then move on to the next page? Depending on the settings for DeviceHub, it can impact processing speeds, or cause errors. I find that it is helpful to clear out the print queue regularly, but it is a boring mindless task. You cannot do an import scenario to remove them either. Does anyone have a good solution for this?
We’ve tested with one customer successfully and now with another we are getting this error: TX Error: Failed to get taxes from the external tax provider (Avalara).I’ve confirmed the following:Customer is set to Avalara Tax Zone is set to Avalara Shipping address is populated Same GL accounts as previous customer with successful callAny other settings that I should check?Thanks
Hello,Our current email template for sending shipment notifications utilizes the email address found under “Ship-To Contact” on the Addresses tab of the sales order. This works fine, however our sales and shipping team has asked that the Email address of the Contact listed in the header of the sales order also receive the shipping notification email. I have been looking at this and have not found a way to get the Email address of the contact on the Sales order on to the shipping notificaiton email. I belive the issue is that the shipping notfiction email template is limited to using addresses from the SO.30.20.00 (Shipments) screen and I need to pull the address from the SO.30.10.00 (Sales Order) screen. Has anyone dealt with this in the past and can you provide any guidance on making this happen?
deleted shipments are populating back up in acumatica we currently use shiphawk but were originally deleted in acumatica how to fix
Yet again plunging my bucket into the collective Acumatica well of knowledge!!! We have users who can currently Add/View files to Inventory Items, Sales Orders and Purchase Orders etc, however if they wish to delete a file they are unable. They don’t proceed to the new window that allows the removal of files. If they attempt to ‘EDIT’ the link - they are thrown straight back to the Acumatica homepage. Would the Access Rights for this be in one location - or is there a separate Access Rights for each screen (Purchase/Sales Orders/Inventory etc)? I’ve trawled through the Access Rights by Screen and by Access Rights by User but to no avail…. Many thanks in advance! Ben
Hello all, I do not want to setup a virtual machine and install Acumatica and then worry about the patches and upgrades …So, the question is, has anyone installed Acumatica on Azure using Azure App Services? If yes, any documentation that you can share?
