Everything Else

Hi All,I wonder if I could reject just one line of an employee time card, instead of the whole card, as there’s only one small error in one line. Anyone happen to know if it’s possible? Thanks!

I would like to setup the Project module to track our consulting projects, most of which are prepaid. For example, let’s say we invoice a customer for 8 hours of work. I would like this to show up as a liability in our GL and project.As our consultants work on the project, I would like the project billing to automatically deduct from the prepaid amount and to generate a $0 invoice. Can this be automated? It doesn’t look like you can have an allocation or billing rule that looks at the balance of another account group in the formula, so I’m not sure it is possible. The expectation is that consultants will not go over the number of hours that have been sold without an approval so I would actually be fine having to look at a custom report that shows projects that are over budget… Guidance/advice from project experts is appreciated 😊P.S. there should be a “Project” sub forum on this community!

Hello,Just I case you missed the email the Acumatica 23R3 update presentation is live now.I thought this would be a good place to discuss the new features.https://gateway.on24.com/wcc/eh/2183858/acumatica-2023-r2-virtual-launch?partnerref=email&utm_campaign=2023%20R2%20Launch%20Event&utm_medium=email&_hsmi=276788267&_hsenc=p2ANqtz-_-zvg4greRNtLBCoWhb7yo3pyvZUamjVY87R5ikZWOygAm6BgTu-NY03I-08095ZNRYU4Ir54WDtvXNXggRtK65FEX5p6aYsSDQKEQQAPashqRgEM&utm_content=276788267&utm_source=hs_email

Hello,  I am cleaning up old purchase orders with goods received, not invoiced. When I attempt to enter a bill, the system states I am missing line 2 of the PO. When I reopen the purchase order to add the line number, it adds line 11. Is there a way to pick a line number on a PO?  The first screenshot is from the “PO History” tab. The second screenshot is from the “details” tab of the purchase order.     Thank you, Michael 

I’ve created templates in Cases, but the tasks associated with the cases are not copied over -- same with copying a case. I want to create an internal case called New Hire.  A user chooses that template and the predefined tasks that need to be completed are automatically created as well.Does something like this exist or can it be done with an import scenario?

Hi there, Wondering if i could get some guidance regarding the below I am trying to filter ALL items under that branch (Available or not) but when i untick the Show Available Items Only, it does not show any of the other items that have 0 qty.Could this be a system glitch or am i missing something Thanks 

There is a possibility that by mistake we can create a ticket with improper details, so Is there a way to edit the Title, Category and description or delete and re-create the topic with proper details?Thanks, Vinay K

Hi Everyone,  I am running into a problem when trying to use a USB scale with WMS / Device HubOur Pound UOM was setup as LBS but I changed it to LB in the Units of Measure screen.   The company setup has LBS locked in as the global weight unit of measure:This is the error we are receiving: Has anyone run into this before?

Hello Everyone,Could you recommend us, please a few Acumatica providers in Europe, which offers support after implementation? Thank you

Running Acumatica 2019R2.We ran into an interesting issue today when adding a change order with multiple lines to a project.In a pending state the balances tab Potential CO Amount only shows the most recently added amount from the change order not the summary of values or total from each of the line items within the change.However - the Revenue Budget Change total on the Change Order screen does show the summary of value for the change (totals of all the line items). As well as the canned change order GI.On approval - the balances tab does show the summary value.Anyone else experienced this?-Rick

Good day,I have one users (at least one that has complained) has issue with Help Links.  The user can open the help menu but when they select the hyperlink nothing happens; they can a blank page.I have no issue with access the hyperlinks.  Is there security issue? Or some adjustment needed.I appreciate any assistance.Thank you@Evan G

Hello community,I have not been able to convert a project quote into project, as it throws the following error:It is only a Task basis project. Have already defined the UOM. But still not able to convert. Please let me know what I am missing here?  

Hi all, We need to trigger an email notification when our AR dept receives a payment and takes the Sales Order from On Hold status to Open. This lets customer service and shipping know the order is available for shipment. In the past. this worked but what was happening that subsequent changes made to the order (ie, our distribution changed status from open to shipping), the credit hold release email was still going out. So what we did was put PAID in the order description and we want that as the only trigger. Unfortunately, that’s not working the way we have it set currently… any help?(PS -- other notifications are going out just fine so the email end of things appears to be ok...)

Please vote for the product idea regarding better universal search functionality. 

Inquiring if the Image Recognition for expenses receipts was removed in 2022 R1? because I have tried capturing a receipt using my mobile device, but it doesn’t do any recognition, it just attaches the image as file, then I have to add the rest of the details manually. 

Hi!We have a Bills and Adjustments Approval routing set up for one of our tenants, with a very simple routing that flows to a workgroup of approvers. All of a sudden, today, we are unable to approve any of the Bills stuck in Pending Approval. Nothing about our routing has changed, and I have even tried creating a new routing, creating test users to assign the routing to, and we are unable to successfully approve. Has anyone encountered this, or know where we should begin to look? It doesn't matter if we create brand new routing, assign new users as the approver, etc, we continue to get the message “You are not an authorized approver for this document”Thanks for your insight!

Hello,When are the “reorder point suggested,” “Safety Stock Suggested,” and “Max Qty Suggested” fields supposed to calculate? The goal is to use forecast orders (orders that are not meant to be fulfilled) to create demand within the system. We would like the system to provide the suggested values for the fields below. We are wondering why it’s not calculating these fields when the availability rules are set to include So prepared and booked.In the item class for the item, the demand calculation is set to “item class settings”Right now, there are several SOs within the calculation period that are creating demand

We have a customer that has the incorrect Customer ID. We have attempted to change the Customer ID by clicking on the AR303000 screen and selecting Change ID. We enter the correct Customer ID in the Specify New ID windows, then click OK, and click Save, we receive an error message that readsError: Another process has added the ‘Customer’ record. Your changes will be lost.Can someone explain what the error message means, and if there is a way to change the Customer ID without having to create a new customer.Thank you!  

Hello Community,I have a prospect which are into item configuration industry. So they have a template with the list of items - Preferably a type of landing page, which their customers can see and select the items that will be assembled into a finished product. So here, the customers are selecting their own configuration (assembling) → the prospect shares the pricing calculation with their customers → if the customer is happy they will purchase it.How can we implement such a scenario in Acumatica, since the prospect wants to give their customers an option to configure the products as per the need by themselves.I came up with the Product Configurator/BOM & Kit Assembly scenarios in Acumatica but then how these would be displayed up in the customer portal. And if customisation would be required then at what stage/level.Thanks in advance.

Hello,Is there a way to export the current inventory from the stock item menu. I do not see the field from the column configuration.I guess I would need to create a GI to export the inventory correct? 

Hi there - We want to limit available cost codes to project specific cost codes rather than providing employees with access to the master cost code listing.  Currently the employee can see both the master cost code listing as well as project specific codes.  We want to remove the option that allows the employee to select from master cost codes.  Is this option available?

Does anyone know where to find the correct document for “How to setup and print on Blank Check Stock” with Acumatica? I searched and chatted with Acumatica and even they can’t help and couldn’t find the document? 

Hello All,I am currently facing an issue while creating a project quote. Yday when i was creating the same quote it didnt trigger any error. But now when I am recreating it, shows the below error: The quote that I had created yday: While I am testing the same in the demo instance, Acumatica does allow me to do the same without any errors.  

I know how to make an empty widget using About:Blank on Embedded Page widget.My issue now is that the Embedded Page widget refuses to scale down like the other widets. It’s gets small enough in width, but not nearly as short as the other widgets can, this makes my spacing look very jagged when I have a list of links who are tighly packed, but one overly long blank spacer next to them. How do I get this to shrink? I can certinaly make it longer than needed, but not shorter… Thank you in advance for your help!

We often create backorders since we try to ship out whatever we can as soon as we can. Our shipping software, V-Technologies StarShip, pulls the Declared Value from the CuryOrderTotal field. The problem is that since we’re not shipping the entire order, the declared value is too much. And its the same situation when we send out the backordered items since it still pulls from CuryOrderTotal. This causes the declared value, and therefore, the shipping insurance to be higher than it should be. Has anyone else run into this and how do you solve it? At the very least we’d like to be able to notify our shipping team what the correct declared value should be on the backorder so they can change it in StarShip. I tried to do some calculations in the Pick List form to display it but it never worked consistently.