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We’ve recently found out that the accounts created for our customers to use the customer portal have access to our main Acumatica database as well. Is there a way to ensure that customers only have access to the portal and nothing else?

Hi Acumatica Community,I do have a concern. I was trying to create a dashboard for my Acumatica cases, and I want to get the total time of the initial response.Upon checking, the Initial responses are not populating any time, unlike the resolution time it has hours and minutes. My question here is, how do the initial responses work in Acumatica Cases 23r2? 

We just upgraded to 24R2 and are having issues trying to create a compliance line for insurance under the customer. This has never been an issue before. When trying to save the following warning is given:This is directly under the customer record and there are no other compliance lines listed for this customer. Has anyone else run into this and how did you fix it? Thanks!

I know that there’s a plugin that does something similar, but is there a way within base Acumatica to record when customers open emails?

We have a customer that wants to attach incoming emails that may contain multiple attachments to a Sales Order.  The only options I see in the Outlook integration is to a Contact, Case, Opportunity, or Project.   Is there another option I’m missing to add an activity to a Sales Order, Purchase Order, etc?

Is there a way to turn off the cross referencing on vendors/inventory items? We use one inventory item for non stock items.  It keeps pulling in the price or sometimes the alternative id which is not helpful for us because the price is always different and we use the alternative id for Serial#s. 

I am working in Acumatica 24R2 Build 24.205.0015. Currently, I am trying to update my local instance to be more up to date with our live instance. I took a snapshot of my Local, using the “Exclude Wiki and Attachments” setting.  However, the snapshot file was larger than what is natively supported in Acumatica (My file size if 1.21GB). As a result, I followed the instructions from this link allow me to import larger snapshot files.https://community.acumatica.com/maintenance-and-troubleshooting-229/how-to-increase-the-size-limit-for-a-snapshot-file-being-uploaded-150?tid=150&fid=229 Now, I am able to upload the snapshot into my local tenant, however I am unable to actually restore the snapshot to the instance. Every time I try, I run into the following error. “An error occurred while importing data into the 'GLTran' table.”  With the error stated being “System.IO.IOException: Stream was too long.”. Below I will also post the trace log that occurs. Since the snapshot method did not w

Hi All, New to Acumatica here! I am trying to complete some certifications through the Acumatica Portal → Learning Paths → Partner University but when I click on the hyperlink for the Partner University I get a pop up that says my Partner University account is in an ‘inactive status’. I tried escalating this to the recruiter that created my Portal account for me but they could not do anything about it as they have no control on the backend of things.. I tried creating a ‘New Education-Related case’ through support tab but as soon as I clicked on it it just brings me back to the ‘Welcome to Acumatica’ Homepage. Any ideas as to what I can do here? Thanks in advance!

Hello Guys, I would like to add the proforma invoice type to this drop down. Hope you can help me :) 

Is there a way we can change some columns of the Purchase Order Line Details without reapproving (such as Warehouse and GL Account), and others that will require an approval (such as quantity or unit cost)?  Or keep a history of Approvals each time PO is held and released?

Hi.  Is there a way to tell using the audit if a record is copied from another record?  For instance, we have a sales order that is created, but I can’t tell if it was copied from another sales order, or if it was entered as a fresh new order. Thanks!Kathy

We have a custom field on our Sale Order screen that is set to the party responsible for delivery charges. Our business rules indicate that if the value of this field is set to Our Company paying for the delivery charges, there is a specific Non Stock Inventory ID that must be on the Sales Order. My concern with setting up an approval map to catch when this field is set but the required Inventory ID is not included in sales lines is with how I assume Acumatica will do the matching.If my rule says Sales Order → Delivery Charges Paid By = Our Company and Sales Order Lines → Inventory ID <> INSTALLATION, it will be matching every line of the sales order and putting the document into approval, rather than the logic if NONE of the Sales Order Lines match.Am I correct in my assumption of how this will be processed? If so, is there a workaround to achieve the desired result?

Hi Community,I have created a tile to display a shared filter on a GI, but the results are not displaying properly. For Example, this Docusign shared filter has 4 records, but my tile shows only 1 record. I cannot seem to get the tile to display more than 1 record. Any suggestions?  This is how the tile is set up: 

A client wishes to display on a Google map the location of each open opportunity in Acumatica.  To be able to visually observe geographicclustering of opportunities.  Any recommendations on how to accomplish this?

Hey All, I have run into a recurring issue, where we cannot close Production Orders due to unreleased transactions. Which know how to find material, move, and cost transactions related to the production order. But there are a bunch of move transactions that are in a balanced status, however I get this error when I try to delete them.  It says that this transaction has a related transaction that is already released? I don’t understand how that works if this transaction is not released, how can there be one related to this that is already released? And even if it is, why does that stop me from deleting this one? I’d love to see where these two transactions are connected.

Can someone tell me  how to import snapshot into our test tenant?  

Has anyone had any issues with the 32 character limitation when entering Billing street address?  This seems a bit low to me, believing it should be closer to 50?  

Hey everyone! I’m working in the engineering workbench and for some reason I can’t utilize all of the grey area below the red line. I’m no a PC using firefox if that is helpful. This makes it very difficult to view.  

I am creating an order and then, while in the sales order I go to the payments tab to add a payment.  Once I have created the payment,  entered a credit card and captured, I then want to print a copy of the payment using Print Payment option under the elipses on the page.   However I get a message saying “you have insuccient rights to access the object (EB620000).   Has anyone else had this same problem?

Hi,We have a client that is trading in multiple vehicles in a package deal to purchase multiple OTHER vehicles. Do we fully dispose/sell the originals and create/purchase the new? What about the NBV of the old assets being transferred to the new?Thanks.

Is it possible to create a report of all exports (from any screen that allows exporting -- Export to Excel icon) that occur in the system during a specific period of time (e.g., weekly, monthly)?   This would be to monitor what data is being exported and by whom.  Does a report like this already exist?

Hello,  I am trying to use the primary contact email in the “To:” field in an email template based on the Request for Information Screen. Does anyone know how I indicate to use the primary contact email? I only see Relations.ContactID.Email and that keeps returning the first email in the list rather than the primary contact email.  

Hello. I am looking for general guidance at this point to understand a direction to go: We currently use SharePoint for workflows to send notifications to different departments for rejected materials / issues. Example:Step 1: Enters Rejected Material ( Item  / Date / Issue / Vendor / Comments / Etc.Step 2 - Upon submission email is routed to QC to address concern and confirm there is an issue with the material / itemStep 3: Email triggered from Step 2 to Purchasing - Purchasing will review  / comment / discuss with vendor and comment on “Vendor Action” Step 4: If needed, email will go to shipping for resolution - ship back to customer etc. Step 5 - Close out Issue Any of the above steps can be bypassed by any group if they feel they don't need involvement. This is the general flow, but wondering if any one has any experience with something similar in the system / module or should just stay with SharePoint. Thanks 

Does anyone know of a way to have the cash account and payment method on a new bill/adjustment default to a specific account based on the financial branch selected?  

Hello,I accidentally ended up with almost duplicate Inventory ID’s for some products.  Correct Inventory ID - HEMWPAAD2027 - not associated with any other recordsIncorrect Inventory ID - HEMWPAAD02027 - SO’s and inventory all associated with this ID.Difference is the 0 after the D.  I am trying to delete HEMWPAAD2027 as a tock item, which it looks like it does.Then I want to Change ID on stock item HEMWPAAD02027 to the now deleted (but correct) ID of HEMWPAAD2027.I hit delete, and it appears that this item is now deleted. I try to change ID on HEMWPAAD02027 to the ID I just deleted, but get this error: I hit OK and it somehow goes back to the Inventory ID I just deleted. I’m not sure what to do.  How do I go about deleting and changing the ID’s?Thanks,