Everything Else

Hello,I have several shipments that are stuck.  Bare with me as this is blowing my mind right now.  Order Shipping Rule is set to Ship Complete Order has a partial Shipment on it - Don’t know how that is possible. Partial Shipment has been sent to Shipstation, and completed in Shipstation, and pushed back shipment info into Acumatica.  Partial Shipment cannot be confirmed/completed because the SO Shipping rule is set to Ship Complete.   I cannot change the shipping rule (or anything) on the order because it is in Shipping status. Top 10 biggest pet peeves with Acumatica.   I cannot delete the shipment because it’s already been completed in Shipstation.Mind.  Blown. Suggestions? Screenshots below. Thank you,Nathan

Hello! What is the best practice when entering taxes on cash purchases? There is a set of tax IDs pulled in when Vendor Tax Zone is entered on Cash Purchases, can you manually change the Tax IDs or change the tax amount column? Is this something we should avoid doing? Thanks!

is there a way to add the field tip into the mobile screen when entering a expense receipt??

We purchased a new vehicle and I do not know where in Acumatica to enter it. Where do I find the Vehicle (FS203600) form?

Has anyone been able to delete GL Access Groups that were created within Row Level Security?

Out business is a seed company and by law we are required to track 15+ “attributes” for each seed lot that we receive from a supplier. On top of that seed needs to be retested every 6 months and those attributes updated.Is there a way to track this info in ACU in such a way that allows us to easily import/export information, update test results, and NOT have 15+ “attributes” for each lot of seed?

Hi everyone,I’m working on reconciling a bank transaction in Acumatica and encountered a scenario I’m not sure how to handle. I have a single bank deposit (e.g., $96) that needs to be matched to payments or invoices across multiple Business Accounts (customers).Currently, the Match to Multiple Documents functionality seems to only work within one Business Account. However, in this case, the deposit covers payments for multiple Business Accounts, and I need to reconcile this in the Process Bank Transactions screen.Is there a way to adjust the settings or configure Acumatica to allow this kind of matching? Alternatively, is there a workaround or best practice to handle this scenario? Any insights or suggestions would be greatly appreciated!Thanks in advance!

Our client started testing the DocuSign integration in a testing sandbox with 23.117.021 and a DocuSign developer account this summer and everything worked. Now, they are currently testing their 24.110.0017 upgrade and the DocuSign 24R1 package using their DocuSign Business Pro account. Everything is the same for them from creating the file in the Sales Order screen, moving through to File Maintenance and then ESIGN. However, now when they press send, an error appears “ An item with the same key has already been added.” After reviewing the code, it appears to be using the DocuSign API to send, and we can’t see anywhere else on the Acumatica side that could be generating the error.   Does anyone know how to resolve this error? 

Hi, All I am trying to update the UDF in the customer form. But when ever I am trying to use PUT API. It showing me the the Customer.AttributeAGDCRAN is not available in data set. I have also extend the API and populate this field in customer>>Attributes As you can see in below screenshot. I create AGDCRAN from attributes.   Can anyone help or guide me how can I update this UDF using PUT API.   http://accumaticaInstance/AcumaticaSB/entity/AGRAN/22.200.001/Customer?$select=CustomerID&$custom=Customer.Attribute.AGDCRAN” but this query is not updating the UDF. There are other Attributes also.Below is the body AGDCRAN is the udf{ "CustomerID": { "value": "0018293851" }, "custom": { "Customer": { "AGDCRAN": { "type": "CustomStringField", "value": "Apple jam 8 oz." } } } }  

Hi All, I have created one user define field and I want to get/put from Acumatica API but the problem is I dont want other data to be look in API. I have created User Define field in Customer Screen So how can I give permission to someone to just read and write That field and nothing else. Please help

Hello! There are five companies in my tenant and each of them are using Customer Contracts for same customers. Currently it does not restrict customer contracts between companies. Is there any way of doing this?Amanda 

If we have our system set up to auto generate lot numbers for multiple stock items, will Acumatica create a unique lot number for a stock item compared to all other lot numbers or will it only be unique within that stock item?For exampleWe receive in stock item #1 and Acumatica assigns it a lot number of 0001, if we receive in stock item #2 will it receive a lot number of 0002 or 0001?Thanks!

I was hoping to get my field service reps in a position that they could essentially place orders through Acumatica, and admin would have an approval workflow to review and approve the order into production. Native Acumatica sales order module is just too many steps for the field reps to have to do  Currently, they just have an app where they select a customer, a product, and the quantity, and that order request gets emailed to the respective admin team. The hope is that there’s native functionality in acumatica that can replace our current app. Anyone have any insight? CRM module possibly? 

I created a snapshot using the option of “Settings Only”I created a new tenant.Imported the snapshot and restored it.I have stock items in my new tenant.  I was expecting to only see the settings in the new tenant, not data.Any thoughts? 

Hi all, we recently added a new order type because we changed e-commerce platforms. Previously, our web orders were prefixed with “SO” like our normal phone orders. With our new ecom orders, we created a new “WO” order type so we could reset the numbering sequence, and also to differentiate from our regular SO orders.The issue -- when we go to choose a web order from the Package Label report (ScreenId=AM625006)When I type “SO” into the search field, I see all available SO orders… when I type in WO, it shows no results. HOWEVER -- if I type in the exact WO order number, I can print the associated… it’s just that it doesn’t show in the search results. Any thoughts/ideas?   

Can someone please assist? Thanks

My company uploaded stock items into warehouse A. After a little bit of time we decided to make a warehouse B and transfer those stock items into that warehouse. Now I’m finding those stock items still hold a line in the Warehouse A’s Storage Details by Item Warehouse Location GI. How do I remove these records from the old warehouse location details?

Has anyone encountered: “Error: An unexpected error occurred invoking “startTwoFactorPipeline” on the server.”?

I am struggling to find the correct Setting under User Security to hide the Reassignment function from certain Roles: I cannot find this under the appropriate Document type, Approvals or any Hidden Folder.Any idea where this is living?Approve and Reject are to be found on the AP Document in this case.  

We have a project that is not yet approved, however there are already commitments (Purchase Orders) against it.  We don’t want Purchase Orders to be issued to suppliers before the project is approved.  How do we stop it, is there a setting somewhere?

We send emails out of Acumatica and today had an email come into our Inbox in Acumatica.  One of our users replied to that email and copied our support team on that email.  They do this often, but today we noticed that the email did not send and in the Email area, it appears in the “Failed” filter of All emails. When we open the email that failed, it says “Illegal characters in path.”.  I haven’t noticed this type of error before.The user tried to resend the email and it again failed. She also remove the people on the “TO” line and added them back in by doing a search for their names.  That email failed to send as well.The user ended up sending it out of Outlook, then copying the sales inbox for tracking purposes in Acumatica.Any ideas on what the error message means?Also, one thing that is not very clear is the activity under the opportunity says “open” and the mail status says failed. Would be nice if the email activity under the opportunity reflected “failed”. 

I’m wondering if anyone here is using Safari on macOS/iOS/iPadOS -- i’ve been experiencing this issue for more than one year and I’m still seeing it with the latest 21.1 release and latest Safari updates. A few times per day when accessing an Acumatica site I’ll see two tabs. First tab contains the navigation bar and inner frame, and the second tab just the inner frame:It is really annoying, and I have yet to find any way to replicate this constantly so it’s a bit hard to file a bug report through support... 

Hello, Is there any way to delete a discount line from a sales order that has been imported from Shopify? I have full permissions in Acumatica, but the X is greyed out. Very rarely, discounts are duplicated during the import from Shopify, such as the example screenshot. This also may be an issue with the connector, but I’m not seeing anything on how to fix that either. Any suggestions are appreciated! 

Is Form 1096 available in Acumatica?  This form is used in conjunctions with Form 1099 filed with the IRS.  When 1099 forms is e-filed, there is no need for the 1096 because it should automatically generated.

Hi,One of our customer has below requirement to create the invoices for the contracts.If they are getting in to an agreement on 10th of august, first contract period should be 10th august to 10th September. where as second period should be from 11th September to 30th September and third period is from 1st October to 31st October. from 3rd month onwards invoices are need to generate for 1-31 period of each month. Here, in the contract management form, I have set the billing type ha as on demand. But I could generate only invoice for the first month. is there any way this can be catered.