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We have a user who’s last login on his user profile (SM201010) shows as two days ago, but the Status field on his user profile (SM201010) still shows as Online.  He is not currently doing anything in the system.   Just curious, does anyone know how/when that field resets to Active? Thanks,Andy

Hi! We have an email set up in Acumatica that is specially used to receive AP Bills. Incoming Mail Processing tab on the Email Account is set up like below. It should be submitting any attachments to the Incoming Documents screen.However, we have not been able to receive any of the attachments unless I go to the Send and Receive Email screen and perform the action to ‘Receive All.”I thought the documents would be received automatically… do I need to perform the step to process “Receive All” every time new emails come in?  Thanks!

Hi, Following an update overnight my dashboard graphs spotted working. I have created/modified reports and have been able to recover most of them. I have an odd issue with the system automatically sizing my doughnut graphs:my Gender Breakdown graph is perfect Home State graph (without a popup legend, as a test) cuts off the names of the states at the top Employment Status graph (with popup legend) also cuts off names at top and sides.Also of note, the size of the doughnut are different.All parameters are the same. How can I fix this?  

Good morning! My company needs to place a purchase order that will give us enough stock of an item until April 2026. We have been in Acumatica for less than a year. Below is my proposed method of approach and I’m looking to see if the method will work.Manually enter monthly forecast data for February 2025-April 2026Increase “days of supply” for my purchased items to “453”Should MRP then give a PO recommendation of how much inventory to purchase?

When I attach a file in a Sales Order and try to create a receipt , I get an error code  :406

I just wanted to ask to see if other people are having issues with the Partner Portal currently?  I can’t open a support ticket, it just spins and spins, and then it will time out. -RJ

When in a separate window or list, how can I scroll instead of using the Next or Previous pages buttons?

Hi Everyone,We would like to know if there is any way for lines to be “lazy loaded” on Acumatica screens?What do I mean by that? As the definition is:Lazy loading is a technique used in computer programming, especially web design and web development, to defer initialization of an object until it is needed. It can contribute to efficiency in the program's operation if properly and appropriately used. This makes it ideal in use cases where network content is accessed and initialization times are to be kept at a minimum, such as in the case of web pages.So I currently understand that Acumatica uses pagination for everything, this has been a particular pain for users and I do see where they are coming from, especially as we have web platforms that implement infinite scroll where the content is Lazy Loaded as required by the scroll down.We currently have an option implemented on some screens where the pagination has been turned off by a no-code customization, however we were looking for a b

After setting up everything within DeviceHub correctly, clicking ok results in the logs resulting in this error. What is the solution to fixing this issue?Error when trying to run device Hub

Hello - I released a credit card prepayment towards a sales order and only after did I realize it was the incorrect branch. How do I correct the branch without voiding the CC payment to avoid running the card again? I did already try to reclassify through opening up the journal transaction it created but I get the “Some transactions of the batch cannot be reclassified. These transactions will not be loaded” message and it does not allow me to change the branch on the ones that are incorrect.Thanks,Miriam

Is it possible to change a description on an AP document once it has been closed, or do I have to reverse it and start fresh?

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?  

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!!

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?

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?