Everything Else

Hi All,I am looking for a way to permantly delete a user from the mobile app without disabling the user. Mainly just through UAT for now. I have hit the DELETE ALL and DISABLE ALL buttons along with forcing the user to change their password but after that, they are still able to log back into the mobile app, especially with Face ID on the iPhone. Does anyone have a suggestion? 

Hello, Does anyone know how to remove predefined selections from a drop down in a GI? This is from the opportunity screen. There are some of these items in this list we do not use and was requested for those not to be seen as they are not active in our setup or being used on the opportunity stages.  

Summit 2024 RecapThank you for your interest and participation in the Acumatica 2024 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2024 Breakout Session PresentationsBelow are PDF versions of the PPT presentations from our breakout sessions.Core Sessions Type Link to PDF AI and Machine Learning: AP Document Recognition, Intelligent Text Completion, Anomaly Detection Informational pdf Business Data: Bring your Data to Life with Personalized Inquiries, Pivot Tables and Dashboards Focused Learning pdf CRM: Using CRM for Customer Service and Returns Management Informational pdf CRM: Filling the Sales Pipeline and Improving Closing Ratios Informational pdf Finance: Innovations in Expense Management  Informational pdf Low-Code/No-Code: Create Custom Workflows Without Coding Informational pdf Notifications: Automate P

Is it possible to disable or hide “Recently Viewed” list in Acumatica interface screen (2023 R2)?“Recently Viewed” list button 

I work as a Client Relations Specialist at my company, which is new to Acumatica. Our Operations Manager suggested that we begin learning the system before it goes live. My job is taking orders mostly from POs and answering clients questions. I was curious about which learning path I should start with, especially from those who have already gone through the process and were in a similar position.Thakn you.

Good day When uploading images on the mobile app, sometimes the images will not sync. There is also no option to sync the uploaded files. It looks to be a caching issue. Has anyone seen this issue before or know if I can implement a setting on the phone to resolve this?Please see below video.  This is a custom development screen, but as far as I know the image upload is built in.Acumatica version: 23.106.0050 

Autocomplete is not working! is it because of the new update version? I am at Transactions for Account. 

I set up a shared filter on a GI screen, but now it is showing up in unrelated places like the source data screen for ARTRan. The GI does not make use of the ARTran table. Any reason why?Filters:GI Results Screen:  Unrelated DAC Source Data: 

Hello I was curious if any has been able to use PO recognition - PDF Extract tool and was able to answer some of my questions. While watching the tutorial video, I noticed that they mention clicking the "Recognize" button, which then uses recognition algorithms to extract the important data and create the Sales Order. Are you able to highlight the fields you want to go into different sections, or do you rely on the algorithm to find all the right information? For those who have used it before, would you say it is pretty accurate in finding the information? I ask because my company has some complicated POs, and I was wondering if you can select and anchor information, similar to how UI Path does it with their automation systems. Is it able to read a PO that is more than one page? For example, some of the POs we receive extend to two pages or sometimes even three.Thank you in advanced for your help.

Hello,  Despite having “Administrator”, “Wiki Admin”, and “Wiki Author”, I cannot add articles to the top level folder for a wiki I created.  Please see below:  I have ensured that I have no conflicting roles and that the roles I am assigned have the most permissive (Delete) access to all Wikis including the new one I created. Thanks so much.

Hi EveryoneI have provided details to some of my colleagues on downloading the mobile app but they are having issues gaining access.I had originally set up 2FA and the app was requesting an access code but no notification anywhere of what the code is.I followed the basics for them to remove the app entirely and reinstall after I removed the 2FA. It is still requesting a code.I even generated access codes but none of these are working.Any ideas?Thanks!

Every time I try to search a customer or phone number with the universal search, I receive an error message. We have tried restarting the full-text search, cleared the cache, processed all in the rebuild full-text entity index, rebuilt a new database for my site, upgraded to the most recent version, and applied a new license. The problem still persists. 

I have a customer with a credit balance on their account. They have called requesting we issue them a check for this amount, to bring their account with us to a zero balance.  How do I do this?

When emailing invoices through the ‘Print Invoices and Memos’ screen, the invoices get marked as ‘Emailed’ even if the process encounters errors and the emails do not send.The emailed status should only be updated to ‘Emailed’ once the email is successfully sent and not when the process errors out.

I’ve been trying to find an estimate for when the Acumatica Interactive Courses on the Open University will be available again. Can’t seem to find a firm time estimate. Anyone have any info on the matter?

Hi - Is there a way on the compliance management screen (CL401000) to only show vendors that are active?  Our compliance list is showing many vendors out of compliance, but many are inactive vendors we are no longer seeking documents for.  Another layer would be the ability to add the last transaction date for that vendor to help determine if they should be active or not.  I’m unable to edit this since it is not a regular GI.  I appreciate any help you can provide.

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - Consolidated  

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - Professional DevelopmentAttached are PDF versions of the PPT presentations from our breakout sessions.

Summit 2025 RecapThank you for your interest and participation in the Acumatica 2025 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2025 Breakout Session Presentations - Core PlatformAttached are PDF versions of the PPT presentations from our breakout sessions.

Our employees that have basic access only to purchase requests are getting the following error when clicking “Print Request” on their request screen. Which access rights do I need to enable so they have the correct permissions? 

Hi,   Just wondering how the time filter works in Employee Time Card? Like if I want to filter 15 minutes or 2:15? It seems these filters are hardcoded? Thank you.  

Site is either super slow or producing connection errors.

Hi, I’m want to send an e-mail with a joined report.This report accepts 2 date parameters, with default values (DateFrom & DateTo) : With a scheduled event, i trigger every month the email sending.On the joined report settings, i have to specify his parameters values In my case in want to have :DateFrom : the start of the next monthDateTo : the end of the next monthI didn’t find the right syntax for this. I also tried to not specify those parameters, but the default values of the report are not applied. Any help would be great.Thanks 

Is there a good reason that the details lines of a PO show the branch description rather than the PO Line description when looking through the PO?   

Hello, I am trying to figure out if it is possible to create a blank scenario with the demo trial mode of Acumatica ERP R2 for testing and development purposes. I work for a company that is considering using Acumatica services but wants a more thorough understanding of what the platform has to offer. I have created an instance and toyed around with the U100 dataset using the A150 guide…. but beyond that I have not had much more hands-on involvement with using the system. Any help would be appreciated!