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We recently migrated from MS Dynamics SL 2018 to Acumatica. There is one feature we used a lot in MSD that is missing in Acumatica: the ability to copy from excel and paste information in any grid like screen.For example, if we had a spreadsheet set up with the same columns, in the same order as the allocation screen, we could copy the information from there and paste into the software.It would be very helpful to not have to upload an invoice allocation or a JE. 

Hi All, I was wondering if there is a way to make part of the Acumatica Wiki (specifically Custom Wiki Articles) public/ expose them to Users having the Link?One Usecase might be linking back to Acumatica Wiki Articles from BigCommerce. Any thoughts/ideas?

Our IT wants to know which server port is used for file synchronization with shared folder method. Does anyone know?  

Hello!Documents need to be approved is updated in the dashboard and inquiry for the dashboard is taken from the Approvals form. We want to show the project ID of the document to the dashboard but unfortunately Project ID is not in the Approvals form. Hence we create another inquiry joining Approvals form and the document but it seems not accurate. Is there any possibility to join the Approvals (EP503010) form and the Bills and Adjustments (AP301000), if so please assist me. Regards Amanda 

Hi Everyone,When I’m trying to create the PAYMENT from the Bills and Adjustments screen and I’m getting below error. Can you please help me to understand why I’m I getting this error?     

How can i connect a Acumatica server to Power BI so that i can visualize Top 20 customer, Top 20 Sales Order like that.

Hello,I’m doing an import to create brand new Business accounts via Excel spreadsheet.  Everything is importing correctly except two attributes that are, of course, super important for us.  The attributes are COUNTY and TTM.  It errors immediately with “One or more Attributes are not valid.”  I have included the scenario and a small version of the Excel spreadsheet.  I have tried having Commit checked and unchecked for both of them.

Has anyone run into issues trying to create new wikis on the customer portal? I’ve created the wiki > navigated to it > click the + button to create an article and get the object reference not set error. Additionally, clicking the trashcan does nothing. Any guidance on how to create a wiki is helpful as the documentation is very unhelpful.

Hi! I have read through topics below and am still having issue with inserting link for an email template I created. How to add a link to the email template | Community (acumatica.com)Dynamic link for Task email template | Community (acumatica.com) I want this link to be able to navigate back to an Acumatica Screen. This is what I have in the template: ((GeneralInfo.notificationSiteUrl))/Main?ScreenId=EP301000&ExpenseClaim.RefNbr=((ExpenseClaim.RefNbr))This is what it looks like when the email is sent: I have also tried copy and pasting the URL into the template, but even though the RefNbr would change each time, when you click on the link, it always takes you back to the claim screen where the I copied the URL.Any ideas on how to fix this link?Thanks!

I am trying looking for best practices in managing print jobs through devicehub. I’ll give a specific example that hopefully explains why and what I’m looking for.I ran into a situation where I have several print jobs listed as “Pending”.  I expected that list to help me catch print tickets that didn’t print.  However, I discovered that those Pending jobs were for Pick Tickets that were indeed printed (manually I assume).  If I make that assumption and print the “pending” jobs, I will end up possibly shipping orders twice.I set up a schedule for Pick Tickets to print every 10 minutes.  Some users manually print their pick tickets. I understand that if a user prints a job seconds after the schedule runs, we will end up with 2 printed pick tickets.If a user prints a ticket before the schedule runs, no print job is created.  If a print job fails or is pending, then the user prints it manually, the pending jobs obviously do not changed to “Processed”.Just FYI -- We also had to limit manual

Hi all, I am having issues logging into the mobile app.  Each time I try I get an invalid credentials error.I am able to login on the website, and have confirmed I am using the correct web address for the mobile app.  We tried logging one of my coworkers in and their credentials worked fine.any assistance would be greatly appreciated.

What might be the purpose of having GL accounts on the Customer Class?  The fields aren’t required and seems redundant.   The posting class settings seem to override them anyway, and the options for posting class usage is limited to posting class, inventory item and warehouse.   

Hello! Can a case be re-opened if its status is rejected? All of the actions are greyed out here because the case status is “reject.”   

how to enter a receipt and invoice at the same time in acumatica

Issue description Authorize.net is currently reporting connectivity issues they are investigating. Please be aware that it can affect processing credit cards payments in Acumatica ERP.On a user attempt to process credit card or testing credentials, the system shows the following error: ‘AR Error: Credit card processing error. ProcessingCenter: The request cannot be processed. Probably there are some network issues.’For more details about this issue and status update please refer to the Authorize.net status page.

Hi: Does anyone know how to filter the dunning letters by companies?

We want to be able to restrict selling certain item classes based on the customer class.  I have been trying to do this via row restrictions, but am not finding a way to set this up.  Anyone ever try this sort of restriction?  Thank you.

Is anyone else recently having issues saving xml file from the community? If not what steps are you using to save these files?

I’ve never had this error when running Project Billing and thought I’d post it here before opening a support case with Acumatica. Action - Run Project Billing (Progress billing and not T&M)Error - Recurring Item Sales Subaccount is missing Anyone else have this and can point me in the right direction?  I’ve looked at the billing rule and it’s default subaccount for sales is looking at the project (which has a subaccount). 

Hi,We can share remittance advices through the process of “Print/Email AP remittance Advice” and by Send/Print Remittance Advice on the checks and payment form.Noticed that once we send through Print/Email AP remittance Advice system generates the report Remittance Advice(MBAP6000) but when sending through Checks and Payments it generated the report called Single Remittance Advice (MBAP6010).And the email content shared with both emailing options are different. I cant use the same template for both options. I have created two templates, but I’m not sure where to define the templates for each option.Could you please help here?Thank You,Dulanjana

I’m tagging @gmercede on this since I have a feeling that he might know if it’s possible.I’d like to be able to have a Business Event get triggered by some data in Acumatica. The Business Event would then trigger an Import Scenario and I’d like the Import Scenario to essentially “press” the UPLOAD USING MOBILE APP button shown in the screenshot below which would send a notification to a mobile device through the Acumatica Mobile App to scan a document and attach it to the Purchase Order.This would make the workflow a lot nicer because Acumatica would “come and ask” for a scanned document rather than the other way around.  

I am unable to understand where I can set the final reminders for the Dunning Letters!thanks

We would like to be able to modify to outgoing New User notification so that it first checks the user class, then sends out a different pre made NUn based on its findings.For example:An employee/internal user gets an email that says:Hello (Insert Employee name)!Your password must be updated. Please login at https://ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: your Email address Password: users passwordPlease visit https://ouracumatica.hostedsomewhere.comBlah, blah blah.But an unlimited external user would get:Hello (Insert contact name)!Your password must be updated https://portal.ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: Your Email address Password: users passwordFor Help visit: https://portal.ouracumatica.hostedsomewhere.com/WTHAmIDoing/(Different Blah, blah blah.)Attachment 1 Attachment 2It seems to be hardcoded to only

I am trying to set a business even that creates a task when the Negotiation date is changed on a Contractible Ingredient but I want the tasks due date to be something configured like @today+30 with the start date being @today. these options are not available when selecting the from schema option nor does it seem to work when entered as such manually. is there something I am missing here or will this require customization? 

Sales/Account Managers should be able to freely create opportunities and subsequent project quotes from the mobile app. The are typically at project sites when gathering all the information, so it would be more ideal to do this via mobile than via web on a laptop. Currently, you can create opportunities via mobile app, but functionality is limited. You can’t specify the customer location record, but you can do this on the web. If the sales/account managers were then able to create a quote from mobile, they could be filling out quote details as they estimate--all on-site in the palm of their hand. Extremely efficient.