Acumatica product questions which did not fall into any other category
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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!
I am having some challenges copying Dashboards in 2024R1.In 2023R1, when a dashboard is copied and pasted to create a new dashboard the system automatically assigns a new screen ID that is separate from the original DB. This is exactly what I expect to happen. In 2024 R1, when a dashboard is copied, pasted, and then saved then “View” is clicked, the site redirects to the Welcome Screen. In another scenario, if I attempt to copy, paste, and publish the copied dashboard with a new screen ID it creates the new screen ID but deletes the original DB.Does anyone have the exact steps on how to copy a dashboard in 2024R1?
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.
Hello!We require to view the company who has created the document on the “Approvals” (EP503010) form. Is there a way that we can add the information to this table?Also, the user who will be approving the document will not have given access to view the transactions of created company and only be given the summary information to approve the document. I tried to take the information from a GI connecting Approval table with the Invoice table for an example. But since the user has no access to the created company, results are not available for that particular user. Amanda
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
Hello! We created an additional company in an existing tenant that has 9 months of transactions. We are trying to give user access to either company 1, company 2, or both companies. We have separate ledgers for each company so the transactions between the two should be completely separated.According to this community post Access rights for users that can switch among companies | Community, we created separate user roles for each company. Each user has company 1, 2, or both user roles assigned. The data separation works if the user only has one user role assigned (e.g. user with company 1 role see transaction in company 1, user with company 2 role see transaction in company 2). The issue is when user is assigned both roles (company 1 and 2), doesn’t matter which company the user is logged in, user sees all transaction from both companies combined. We need users who are logged into company 1 to only see transaction of that company. The data should not flow between the two companies, wher
Hi, We’re relatively new to Acumatica having only gone live earlier this month. We’re currently in the process of configuring everyone’s access rights. We started strict with an aim to control access, and then we’ll lift restrictions as it becomes apparent the requirement for the user is there. My question is, is there a reference list of Screens to User Rights? I know if you hover over the options the screen number is displayed, but trying to find some of the more obscure access rights is simple a trial and error exercise in futility. A search functionality would be really helpful 🙂 Any help would be gratefully appreciated!
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.
When I attach a file in a Sales Order and try to create a receipt , I get an error code :406
Please delete, the Company ID’s at the top are not in the system. The import works. Sorry. Hello,Hoping someone can help me with my import scenario in which I’m trying to update an existing multi-select combobox via import scenario. If the source field only has 1 item, it processes fine. Only when there are multiple items, it throws the error below. Data Sample:
This is not so much a restriction requirement but more of a design requirement.When you have multiple companies in one tenant and you have access to all of them it would be great if the only data that you see on the screen pertains to the company that you have selected at the top.Now, you see transactions, customers, vendors for all companies irrespective of the selected company. It does lead to mistakes and it does not demo well. Thanks
I have recently started using the physical inventory module and tried using the “by movement class” as the generation method. When I prepare a physical count using a high volume movement class, I would expect that all of the items would be high volume items, but was surprised that some of the are stock that we dont sell much and therefore dont stock much. Just wondering what type of generation method others are using and why you prefer that one?
I would like to add another field to the equipment list on the mobile app so that it appears in the list and is searchable. The field is available on the web version. How can I do this?Also does anyone know what GI is used for this equipment list?
Currently the appointments shown on the Appointment List on the mobile app shows all appointments allocated to that staff member. We would like to only show appointments that has the ‘Not started’ and ‘In Process’ statuses. How do we do this? Also I believe the Appointment List on the app is the ‘Appointment Summary’ on the web version.Is this correct?
We received a pallet of good that were damaged upon arrival. How should we deal with this in Acumatica? Should I receive the items in full in Acumatica and then do an adjustment or should I NOT receive the items in Acumatica at all?Thanks!
We have an attribute we use for cases to classify the type of work we are doing on said case i.e. Microsoft Office, Hardware issue, User Error, or Server Down to name a few. Is there a limit to how many values you can add to an attribute? For further clarification, this is a combo control type.
Hi,Is there any way we can remove few lines from the Transfer Reciept when processing 2-step Transfer method. I tried to remove few item lines but delete (X) icon is freezed. Thanks!
