Everything Else

After getting our hands on AP Documents from PDFs: Detail Mapping, we may have made some small progress with the OCR on our invoices.  However, we are stuck on one quirk. Regarding detail lines:When we are in the mapping mode, we can not select part of a column.  When we are NOT in mapping mode, we can select part of a column.  None of what we do manually (not mapping) is learned, so we are trying just mapping corrections to the invoices.  We have a great many vendors that combine the item and description in the same column with indentation, perhaps.  Having just caught that ONLY THE HEADER IS LEARNING, which is unreliable for us, should we forget this functionality until the AI is “more globally applied”?  I can not fathom how you AI half of a document/process.  I will also take suggestions as to how I pass that specific piece of information on, diplomatically.  😂I did upvote the request to complete the AI application to the entire process.2024-R2 

Hello Acumatica Community, How can I enable the Email Sales Order for Sales Order Type - RM? It is currently greyed out and our customer is using a temporary work-around.   

Does anyone know if you can pick and choose what users see the Modern UI? I know to customize it, you have to have certain roles but can it be turned off for certain users? Specifically, the SPS tabs are not available on the Modern UI. Does anyone have a workaround?

Does anyone know how to export the Property Management / Acumatica data for me to use for a different system? Thanks.

Trying to show debit adjustments as negative values in my existing GI but I can’t figure out how to target them specifically. Below are the formulas I am attempting to use: =IIF([APInvoice.DocType] = 'DebitAdj', -[APTran.CuryLineAmt], [APTran.CuryLineAmt]) =IIF([APInvoice.DocType] = 'Debit Adj.', -[APTran.CuryLineAmt], [APTran.CuryLineAmt])Thanks

We work with Acumatica PCS customers who have multiple tenants, each containing several companies. Currently, we’re finding it challenging from both a timeline and risk management perspective to upgrade all tenants simultaneously, especially since Acumatica requires a single-instance upgrade—meaning all tenants must be updated at once.Has anyone else encountered this situation? If so, how have you managed the risks and operational impact of upgrading all tenants in a single window?Ideally, it would be beneficial if Acumatica allowed a staggered migration approach (e.g., upgrading tenants over a few months) to distribute risk and resource demands. Are there any workarounds or best practices to mitigate these challenges?Appreciate any insights or shared experiences!

Good day,I have been trying to get some confirmation on setting up Multi-currency report in Consolidating Reports.  So far, Velixo is no help.  I was wondering if adding our Canadian company to the current P&L Consolidated Report was as simple as adding the Acumatica Reporting Ledger to the list of ledger on the the report.  Has anyone done this?  Or have you set up the Consolidated P&L and Balance for USD reporting with other currencies.  I need to include a CAD in USD to the Velixo reports.Thank you.Evan

We are seeing this error when printing or emailing some invoices.  Not sure how to correct.We have tried clearing cache, multiple users have attempted and on different days. 

Looking for anyone that has had experience with the ADP Workforce Now/Acumatica Integration. We currently use ADP for all of our time keeping and export that data into a GL excel file that we then manipulate (that includes project ID, task and cost code) to upload Acumatica as a journal transaction. The two-way connector between ADP and Acumatica sounds promising, but it being so new, I’m curious if anyone has first hand experience and feedback on it?

How can I delete a Debit Adj and a Credit Adj in Payables?

When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below). Thanks!Pete  

Has anyone had this situation and how did you resolve it?Customer sends us a forecast for the year, by item.  They are going to buy $1,200,000 of product in the year 2025.  The distribution is $100,000 per month estimated spend.  We also want to compare what they said they forecast to actual spend (invoices).  This becomes a rolling 12-month forecast so it can span multiple calendar years. In late February they tell us they want to change the forecast and move the $50,000 for March to April.  April now becomes $150,000.  

In the Classic UI for fields such as the Transaction Description on the Sales Order Details rows, if you press Control Enter, you could add a second line to the description that would show as a second row on print outs.  The Control Enter inserted a line break.This is not available in the Modern UI.  Well at least I cannot get it to work.Is the restoration of this functionality planned?

I am trying to prepare “Stock Item” for Big commerce and my ERP IDs are encoded.Why and how do I fix them? 

In the Report Designer, I have the ExportFileName configured which works great when exporting to either Excel or PDF. However, is there a way to have it applied when clicking on Print and then send it to PDF?So when previewing the PO on screen, the end user would select Print (Imprimer) and then export to PDF.  Is there a spot in Report Designer to define the FileName?  ThanksJoey

Hi all,My company I work for is looking for an Acumatica guru that knows a lot of technical details/knowledge around the system. From coding to Velixo to Generic Inquiries, we need someone who is super knowledgeable about these technical details to come in to help mentor me and my teammate on some more of the technical aspect. Any takers? This person would be there strictly to mentor and teach us the deeper technical aspects of Acumatica. 

Is it possible to reorder the user filters on a List/GI?It seems to keep them in the order they were created which isn’t necessarily the order we’d like to see them.For example: a filter to show today’s Purchase Orders would be very handy to have right next to the ALL RECORDS filter regardless of when the filter was created.A drag/drop of the filters (like column headers on a grid) would be nice but even a simple feature to reorder the filter tabs like the column chooser would be helpful.I have figured out how to do it manually directly in the database so I know it can be done but that’s not practical for the users.Any thoughts would be appreciated.Thanks 

Hi everyone,I have a problem related to translation. Every time I click on “show only unbound,” I get a timeout error. Does anyone know how I can avoid this in order to translate the sentences? Thanks in advance!Best regards

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

Hey everyone,Quiet some time ago I found this fantastic report that showed a lot tracked item and every transaction (sales order, receipt, production order etc) with it’s lot number. It was FANTASTIC and I can picture it but I can’t find it in ACU hoping someone can rattle off the name of it with that very vague description. I know the report lines were collapsible and expandable and there were some icons/images on the report. *sigh* Anyone have ANY ideas?

Is there any way to mass create purchase receipts for purchase orders? I need to somehow mass create purchase order receipts for drop-ship POs. I know there is a mass action button for POs that makes me believe this is doable but it only creates a purchase receipt for the first PO select on the list which makes sense since a purchase receipt number has to be created (and that is only created after a purchase receipt is saved)

We had to backdate a payment to our customer’s account.  After posting, we realized we had entered the amount incorrectly (the handwriting was difficult to read) so the payment was voided.  Unfortunately, the payment was posted in May but the void was posted in June.  As a result, the May statement balance is not correct.  Is there a way to correct this?  

I am having an issue adding more than ten credit cards to a customer’s profile. I found a previous thread that was solved by updating the maximum credit cards per profile, however, it didn’t work for me. Even when there’s expired credit cards that are marked inactive it seems to still be counted towards the credit card profile count.Can someone please help me solve this?

turn off push notifications? but SMS/email event needed.

Hi Everyone,We use Google chat for internal company communication. Links we copy and paste into google chat do not populate correctly. The hyperlink display text is exactly what the URL should be but once it is clicked on, it populates this (W(20653)) string after the .com as “/%28W%2820653%29%29/”ex:hyperlink:https://company.acumatica.com/(W(20653))/Main?CompanyID=Roofed+Right+New&ScreenId=00000000What populates on the new tab: https://company.acumatica.com/%28W%2820653%29%29/(W(20655))/Main?CompanyID=….ScreenId=00000000The hyperlink ends up here: It looks to be having trouble with the (W(20653)) and then placing a new number (W(20655)) after for some reason. Has anyone faced this before or have a solution? I have been looking for fixes on the google chat side but no luck so far.Thanks,Tyler