Everything Else

Is there a user group conference for the Southern Region of the USA coming up in the next few months?We have a couple of users that are wanting to attend a conference.

Hello, Does anyone know what would make the “Total Allocated Amount” and “Amount Total” for a landed cost entry not be equal? Below is an example. 

At the Email Activity I get the error:535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. [BL1PR13CA0350.namprd13.prod.outlook.com 2025-01-24T12:41:29.244Z 08DD3B9677304052]  

I have discovered that the global search fails under certain circumstances.  Is there a document that indicates what words will return invalid search?  (I did restart Full Text Search)Examples: 

Hello I am working on having a template auto populate when the inventory is selected some of our products are customizable in certain sections and it would be convenient if prompts could auto populate in the record note so they do not need to be retyped every time. Has anyone had success assigning specific stock items with an assigned record note every time the inventory ID is typed? Thank you for your help,JKrug

Hello! I want to send an automatic email to customers on December 1st to remind/teach them how to set up Fiscal Year for the next year. Is there a way to automatically send this email from the system if there is no event that triggers it? I thought about using Business Event but I can’t think any changes in the system that would process this, other than maybe when system date changes? But I’m not sure if that can be done with Business event.I also thought of Automation schedules, but I don’t have a screen ID to use that would cause this email to send… Any ideas? Thank you!

HiI am want to add the purchase order number to the below screen, on the details tab on landed cost screen. I want to add another column. Currently i am only able to see the PO receipt number.   

Hello, In our stock item screen, we have 2 options for the “Default Mark For” setup, production and purchase. However, there are a few items that are showing numbers instead of purchase or production. See the below screenshots for part number 021. You will notice, it is setup for production, but on the stock item screen it shows “10.” I have included a shot of the GI setup as well. This is only happening on a few stock items and does not seem to matter if it is setup as production or purchase. Any ideas on why this has happened and how to resolve? FYI, I already changed the item to purchase, then back to production and am still showing the same “10” 

Hi, I have a one dashboard in Acumatica 2024 R1 and need to display the value of a calculated Gross Profit field as a percentage. Currently, the calculated field shows as sum of Gross Profit % column in the widget. For example, in my Generic Inquiry I created a calculated Gross Profit % field using a formula like: =(IIf(Sum([ARTran.CuryExtPrice]) = 0, 0, (Sum([ARTran.CuryExtPrice])-([AMProdTotal.ActualLabor]+[AMProdTotal.ActualMaterial]+[AMProdTotal.WIPAdjustment])) / Sum([ARTran.CuryExtPrice])))*100 This displays correctly as a number in GI, but when I add it to the dashboard (KPI or Chart widget), it doesn’t show as a percentage. Can you please advise the best way to calculated Gross Profit % field so that it displays as a percentage based on formula on the dashboard?  

I wish there was a way to view API requests or logs from the UI…  The platform is so robust when it comes to API’s and the only thing we can see is from events to the database. This would help a lot when it comes to troubleshooting and implementation!

Does anyone know where this perm lies? I need to activate it so a user can edit a customer contact. I have searched in Sales Order, Receivables and Hidden but have yet to find the correct perm.

When raising a change request, My CR is picking the costs correctly from the supplier price worksheet. However when a change request is converted to the Change order, for the items which are  already a part of the Cost budget tab reflect correct costs/Unit rate on the Change orders.For the item which are missing and are newly added from the Change request to change order, are added to the cost budget tab but with a zero costs. I have done some reading here based on the below and it shows it will select an avg cost for this. Currently as it stands it seems for project based inventory enable/disable setting the avg cost doesn't exists as project based inventory is the only way our client deals. The issue with this when they are marked from Purchase order from Cost budget tab lot of the items are zero costs. This is causing a lot of issues. Is there any way or a workaround where the costs doesn't need to be put manually on cost budget and are reflected from the change requests to change o

Anyone who encounters the same issue? I have tried resetting the cache and restarting the application through Apply Updates page but still the issue occurs. I have also tried restarting the whole server but still the issue occurs. I encounter this one when I attempted to publish the updated customization. I tried to publish my customization package to another instance and server it push through. 

I encourage my team to add a product idea whenever we find something that could be improved in Acumatica.It would be useful  to see what my Ideas team have raised and to see the progress.ThanksJames 

Dear Team,I noticed that in Acumatica 23R1, I could create inventory transfers with a quantity of 0, but in 25R1, the system shows an error and prevents this. Is there any release note or setting I might have missed causing this change?23R1:25R1: I would appreciate your guidance on resolving this.

We are looking for a way to track how many phone calls our customer service team receives each day. We aren’t necessarily always looking to track the details of the phone call or who the phone call came from, but just how many phone calls received during the day.Right now our company is using a google sheet and phone operators are keeping track via sticky notes on their desk.

Hi all, we are interested in creating a data provider that would point to an Azure SQL database living in Microsoft Fabric. The challenge here is that Fabric supports Entra ID users, service principals, and groups only. SQL or Windows authentication aren’t supported.It doesn't appear that the built in SQL data provider driver, as of 25R1, supports Entra ID authentication.  We've come up with a couple of ideas but would be very interested to hear if anyone has been able to establish this kind of integration successfully.Our thoughts:Find a middleware driver that would support Entra ID authentication through Acumatica.  Potentially CDATA? Access fabric data through a linked server query to a SQL Managed Instance in Azure Replicate the fabric data to a regular Azure SQL DatabaseThoughts welcome.  Thank you!

Can someone tell me how Acumatica is calculating the Qty on Demand and Qty on Supply within the Prepare Replenishment screen?  For some of my products, I can easily see that the Qty on Supply is pulling open Purchase Orders and Kit Assemblies but there seems to be something else pulling in that I’m missing.  I cannot figure out at all what the Qty on Demand is pulling in.

Hi all, Does anyone know if there’s a way to pick Sales Order lines without having to create a shipment first?Right now, the only way we can pick is once a shipment’s been created, and we run everything through our WMS. The standard pick/pack/ship process doesn’t really suit our setup, and I’m wondering if there’s a better way to pre-pick stock into a designated area ahead of time?We’ve thought about just transferring the available stock into that area manually, then once the shipment’s created, reviewing the lines and updating them to the right location — but honestly, I’m hoping there’s a smoother, more efficient (ideally system-driven) method out there.Anyone come across a workaround or setup for this?

Good day, we updated our item weights from pounds to KG and volume to CBM,  Currently our open PO count about 800.  I would like to a suggestion on how we can update all of them at once without have to open each one, recalculate and then close.  Anyone ideas.  Right the PO if not recalculated after open has the weight and volume from when it was created.   Thank you.Evan

Hello,Hoping this is an easy one, I am trying to set/change the “From” to something other than Default on templates.  When I hit the magnifying glass, the only option is Default.  Is there something I need to change to allow the selection of another email account?  I have created email accounts for all users as well and still only get Default as an option.  

HiIs there a way to change the login page of an Acumatica system please? I did navigate to Customization Project , created a project and then went to Customization Project Editor and selected Files, however I do not have the option to upload my own image onto the system and I think it is because the system isn't locally stored on my machine. How do I go about this?

Just upgraded to 24r2.  We are on prem. And have 11 tenants.Looking at switching our payment processor to Acumatica Payments and would love feedback from others currently using it as far as pros and cons.Have some questions regarding Acumatica Payments features. Can a customer set up a credit card for Auto Pay on the customer portal? Do new credit card set up or changes made to existing credit cards by the customer on the customer portal get imported back into Acumatica on the customer screen? Can we brand the payment and customer portal screens with company logos? Can we customize the customer portal to include new columns populated from Acumatica tables like the invoice or customer tables?  Are there features not available while we are on 24r2 that will be available once we upgrade to 25r1 or 25r2?Thanks for the help!Mike Jacob 

When installing my demo instance, redirecting to the website didn’t show the default password already set-up. No I am not sure how to log in. Help with this please.