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I am curious how others may be using Work Calendars in Acumaitca ?  

I wanted to create an email template for credit notes. I already created an email template for sales invoice as well. when creating both email templates, I selected the screen ID as AR.30.10.PL. When I try to email credit note, email template is as same as the template I created for sales invoices. What can I do for this.

Anyone know if there is anything on the Roadmap for 2024 to have the app notify the customer when a tech is on the way to a job and show ETA with map location?

Question for people familiar with Cases….My understanding is that a new case coming in is assigned to a customer based on the sender email address. The business account/customer must have that email address in their record under Account Email (see below). This is of course assuming that the “Attach to Business Account...” setting is turned on in the system email account. My question is… what if there are multiple customers who share that email address? I tested this and it will assign the first instance of the email address, which may not be the correct customer. We are using Cases to create service orders, so we receive dispatch emails from vendor management systems that several of our customers use. So, the sender email is the same, but the customer might not be. Does anybody know how the system can figure out the right customer to assign the case to in this circumstance?      

Is there a way for end users to copy/paste an Activity in the standard software, 2021 R1?  The clipboard icon is not available on screen CR306010.  Has anyone come up with a clever workaround, or are we missing something obvious?Thanks,Laura

Acumatica 2020 R1; Build 20.101.0032; Screen: IN208900 We’d like to be able to create Physical Inventory Types by Manufacturer (attribute on Stock Items), or Vendor if that’s not possible. I see that we can create a Full Inventory Count, or filter by Item class, ABC code, Inventory, etc.. For example: we’d like to do a Physical Inventory of all of our Chevy Trucks one month and all of our Ford Trucks the next month.Does anyone know if we can get this granular?

Hi:Acumatica partners have access to the Product Idea section. Outsiders not. I understand that the product idea section is a sensitive area but, enable somehow a section in the community portal where outsiders can submit product ideas and discuss. Thanks  

I created an email template for sales invoices. in the email body I have inserted (Billing_Contact.Attention))   as the attention. in preview mode name is visible. But when I send the email name is not visible. what can be the possible reason for this? all the other fields that I’ve inserted is visible in the email.   

Hello,I have created an automation to process confirmed shipments and create invoices. The condition I am using is Pacejet Status = Completed.Automation Conditions Fields.I am looking for a way to add a condition/filter values to make sure that the Tracking Number under the packages tab is not empty. I have tested and it is possible for Pacejet to write back with a blank tracking / LTL Pro number, and we do not want to create invoices for these orders. Filter Value Fields. Here is a screen shot of how the tracking will be written back. I have checked condition and filter values tabs and the Tracking Number field is not a selectable field.  Shipment Packages Tab with Tracking. I think this means that a customization would be required to accomplish this. Here is the Element Properties for the Tracking Field. I am looking for a way to accomplish this without a customization if possible.  Element Properties for Tracking Field. Any help would be greatly appreciated. 

Anyone found a way to make a PKI dashboard tile for the Incoming Documents screen (AP301110)?  It would be helpful to be able to display in the dashboard when new documents have been received for processing.

When processing an Incoming Document PDF that has multiple invoices included in 1 file, the system doesn’t seem to recognize that there are 2 different invoices in the file.  Even though it collected the line items from both invoices, it only creates 1 bill and ignores the other customer reference number (invoice number).  Is there any workaround to fix this while processing these to break these into separate bills?

Hi Community,One of our Customer has a requirement to create the purchase requests based on the inventory replenishment. can that be accommodated by the system.

We have added attributes in customer profile to add email addresses. when sending email we need to add the recipient from the attributes. Is there any way to link attributes to the email template as the recipients?

Hello,I am amending our Sales Quote Template in ReportDesigner. I want to know how to get the Attributes from the Opportunity in the Attributes Tab (See first image)? So, I have set up different Opportunity Classes that have different Attributes available. Once that Opportunity Class is selected on an Opportunity, those Attributes become available in the Attributes Tab. i want to be able to have the values available to pulled into the Sales Quote Template. Please advise if any solutions.

We have a few questions regarding on our API transaction to lessen the throttling of our API calls limits.1. Does plugins count against our API usage.2. how to find out what API calls are going through.

Wanted to check that I am not missing something before I write this off.We want to display GI/Dashboard on a large screen on the shopfloor and have it periodically auto refresh.We do not want to tie up a computer for each display on the shop floor.Would like to use a smart TV that could display from the URL.  However, cannot have it prompt for credentials.  So looking for a URL that could have credentials embedded.  (I am sure this is not possible, just checking) Looking for any suggestions:Want to display dashboard on shop floor and have it autorefresh.Do not want to tie up a computer to accomplish this.Do not want to have to enter credentials.   Thanks!

Does anyone else have a problem with not being able to scroll on the left side of the screen for recently viewed record types?  I can see A, B, C, and E types.  Then what?  Can’t get to sales orders, opps, workorders, etc.  There isn’t a scroll bar to scroll so having to scroll through All records defeats the purpose of being able to narrow down by types.Am I missing something? 

Hello all,I have been working on a business event and have been facing some issues. The issue is whenever I try to run from User A’s account the biz event gets successfully processed. But whenever I try to run the same event using User B’s account it shows the below error:The error says Project Task could not be found. Both of these users have a same access right but still it triggers the error for one of them. Why so?

 We have installed the Outlook add-in on a central server and set it up so that Outlook from each computer can access it. However, we are encountering a problem where almost always (sometimes it works for an entire day and as soon as someone says "it's working normally for me today," it suddenly stops working on that computer. This is also independent of the computer) after we have assigned an email to a contact and then want to assign the next one, the add-in no longer loads and Outlook has to be closed and reopened each time. -> Does anyone else have this problem? We use the add-in to assign email contacts or tickets in the Haufe system. 

We have several customers who would like to hide a specific tab on a screen by user role.For example, on the Projects screen, they don’t want certain user roles to see the BALANCES tab.Is there a way to do that?

Hello, Does anyone know how I could add an attribute to an email notification? We have created a notification for when a user is assigned a new support case. Within this notification I would like to include some of their custom attributes. I can see the option to add an attribute using the data fields; ((Answers.AttributeID.AttributeID)) and ((Answers.Value)). However this only brings in the first attribute in the list. Is it possible to specify an attribute or to bring in more than one? I can make do with just brining in one particular attribute which I can just place at the top the list, but it would be great if I could bring in more than one. Thank you.

Hi There, We had just migrated to 2023 R2 and I can’t release wire batch payment. The error message is below. “Check the remittance settings of the LAMTD cash account and the WIRE payment method on the Cash Accounts (CA202000) form.” The bank setting is below. We don’t experience this error prior, the bank setting was not changed 

Acumatica is using mysql or sql how to identify in c# code. Or In Acumatica how to get the provider name in C# code to identify the SQL or MySql.

I originally posted this issue on Financials but looks like it is more of a technical or development issues as I usually get quick replies on Financials and have been a couple days with a few views and no replies yet. Original post:  Issue: On sales orders, while adding a new line item. New users get a search result while typing the Inventory ID. We don't want it to show a search result, if a search is needed the users can use the search icon on the Inventory field. We want to block search result for displaying while they type in the Inventory ID.  Note: Existing users have this correct. When existing users type in the Inventory ID. No search results are not displayed. Existing users can then use the search Icon if they wish to look up for an Inventory ID. See images for details Existing users entering Inventory ID: Correct display. No search results displayed while typing the inventory ID.   New users entering Inventory ID:Need to fix this for new users so that a search result is not

Hello Everyone,We recently upgraded to 23 R2, and one of our custom screens is encountering the following issue. Has anyone seen and resolved this issue before? If so, could you please help us with the solution?