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I’m trying to add calendar reminders and coordinate schedules for my team as far out as possible, and was hoping there was a listing of the upcoming calls in advance. 

Hello all, I have been trying to figure out the best way to implement a certain list of tasks and cannot find good information for it. Here is my use case:Acumatica 2022 r1 / 22.109.0023Monthly Close occurs on the first of the month with a set of around 30 individual tasks we are tracking in a spreadsheet but want to migrate to Acumatica, of course, and have a central location for all involved to track the progress of each task as a dashboard.I have tried to look up Scenarios, but the only info I found (aside from the similarly named import/export scenarios which flooded my searches) is a blog post from 2017 and another post on here that is not nearly in depth enough to understand the full functionality though looked like what we wanted. However I cannot figure out the schedule, how it makes tasks, where those tasks are held, or any real info because I can’t seem to find any in depth walkthroughs.I then tried to use Business Events combined w

Hi, We’re getting this error saying that “there in an error, please review” in in a processing screen when we trying to process a record. I tried tracing the current screen, but it does not show any errors.  from where can I review or trace this error? Thank you.

Hello our team was trying to process a Sales Invoice but forgot to change the currency from CAD to USD. So the incorrect invoice was generated in CAD but not USD. To fix the issue, the incorrect invoice with CAD currency was opened and did click the “Correct Invoice”. The invoice with USD Currency was generated. However, when we tried releasing it, it shows this message:  Without releasing it, the system won’t create the credit memo to cancel the incorrect invoice (CAD) Do you know how can we can fix this?

We’re running into this annoying situation where a department that uses the Sales Order GI wants a default tab other than All Records.  I’ve created this tab 3 times and within a day someone deletes it.   I have two questions I am hoping someone knows the answer to.  Is it possible to find out who is deleting a shared filter? Is there a permission that controls if people can delete filters? 

Hi All, I am trying to update/ insert address info of a new tenant that was created. When I insert the data in the fields and click on save, all the info I added disappears. What can be the issue? ThxDries 

How can I make a field mandatory? For example: I am creating a project quote and a few fields there I want to make them mandatory for everyone. How do I do that?

We have a business event that creates an email notification. The business event is triggered when one of the two attributes is changed to a specific value (Per image below, when “File Status” is changed to “Account Approved”, the business event is triggered. The business event works fine without issue. However, we want the value of the other attribute (“Change Order?”)  to display in the email notification. That attribute only shows up when that value is changed at the same time the “file status” attribute value is changed. If the “change order” is changed and saved prior to the “file status” attribute being changed, the text is blank. It only shows up when the two attributes are changed at the same time. See screenshots below.  Here is the Notification Template where we insert the information (bold line is wha

Has anyone ever experienced all users Favorites suddenly missing?  I have a customer where all users favorites are now missing.

In the Time Activities Approvals Screen, can you approve time for more than one employee at a time?

Hi ,Could you please anyone let me know for one customer, how many Acumatica open university accesses can be given? Best Regards,Dulanjana

Hey all, How are you all handling training for Acumatica end users. I didn’t know if your organizations have had any sort of turnover but keeping end users trained seems to have been a large struggle for our company. I know that oracle has a platform called UPK or User Productivity Kit. Oracle User Productivity Kit (UPK) is a software application used for developing training material. It excels at the rapid creation of simulations for software applications, but can also be used for creating printed documents such as user procedures and job aids. Does anybody know if acumatica has anything similar or has been able to tackle training in a different fashion?We currently have .PDF documents for deferent process we used in our company on a sharepoint site, but these seems to get out of date pretty quickly everytime we upgrade acumatica. It seems like a full time job just keeping this up to date. I’m open to how you keep end users traine

Hi everyone, Is there a way to sync the customer data and merge it with the existing one? It looks like it's trying to create a new customer account, but it shouldn't have to do that if the email address already exists in the database.Is it possible to create a new account, but when it matches the email address, it just merges into the existing one instead of giving us an error?

Hello,     What does the  “shortcut” on filter setting screen for?I checked the help doc, it said nothing.https://help-2022r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=740754ac-3770-44a2-88b6-21bb115ea56a  

There is an older article on how to customize the home page for the Self Service Customer Portal:Technical Tuesday: Editing the Acumatica Portal Home Page | Acumatica Cloud ERPHowever, Step 2 is outdated, you can no longer change to the Classic UI. Does Anyone have an updated version of this?From the Classic UI you can:Access the Documentation Menu where you added your wiki Click the Create New Article option in the left menuI started by creating a very simple article as illustrated below.Set the access

What are people’s favorite methods to organize test cases? Is there any Acumatica-specific way to organize test cases?I would like to ensure users fully test new reports, processes, or preference settings before going live with changes.Do you use a Word doc or Excel sheet? Is there a software system that works well?

anyone else having issue with portal and getting to support ?

Anyone knows if I can set up a business event to send a notification with a report attached to it? I would like to send overdue invoices to customers. Thanks 

Hello,I found this discussion post: In which it says you can select a template for sending an Email.   I have tried this in our Sandbox environment and noticed that it doesn’t pick up the dynamically inserted fields or links we’ve created in the template, NOR does it pick up the addressee.Here is the template: Now, when I open the a shipment and select this template, it populates the text but it does NOT bring in ANY of the dynamic data fields that I have underlined:

Can attributes/user-defined fields be added to a web service endpoint? I would expect to see them under “Order Summary,” but I’m not having any luck. I’m able to find usr fields (custom fields), but not attributes. Thanks!  

Is it possible to do a reversal of depreciation? I have a customer that depreciation got ran until late 2024 and they can’t dispose of assets now. Or would I need to go in and do a transactions for each one?

Hello - We are running into an error when we try to run the Positive Pay Batch Creation for one of our properties. The error states “Value (reference number) single day only). I cant figure out what this means, and when looking at the referenced item, I dont see anything wrong with it.Does anyone know what this error is?  

Our company is going to be purchasing an item that starts with serial number 000 and can go up to 999. We’ll be purchasing these in batches of 100, where the first batch is 000-099. Ideally, I would like to set the serial class to autogenerate the serial numbers when I receive the items. The issue I’m running into, however, is that the lowest serial number I can start generating is 001. Obviously, I could make this item a User-Enterable serial number. However, I’d really like to do this automatically instead of by hand. Any thoughts?

I could be wrong, but I remember a mention in last year’s Acumatica’s 2023R1 announcements, that  in the future there would be more ‘What’s New’ information sessions.At the time there was only a ‘What’s New for Developers’ session, but there was a mention of more sessions in the future, each session focused on a specific vertical/function/workspace.Examples I could think of would be ‘What’s New in Manufacturing’, ‘What’s New in Construction’, etc.Are these sessions still in the works or did I misunderstand?  

Good day How can one import Item List in request classes when you want to restrict request class to specific item list?