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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 what is not consistently populating):Estimate Details:Ref #: ((PMChangeOrder_RefNbr)) Client: ((PMChangeOrder_customerID_description)) Project ID: ((PMChangeOrder_projectID)) Change

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currently have .PDF documents for deferent process we used in our company on a sharepoint site, but these seems to get out of date pretty quickly everytime we upgrade acumatica.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 trained on different processes in the system.

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  

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: Are we doing something wrong?Cheers,​​​​​​​k2

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? 

Hello everyone! We’ve encountered a similar issue to that found within Approval Routing Has Stopped Working Suddenly | Community (acumatica.com) BUT slightly different details that, I wonder, might lead to something else… Scenario…An approval map connected to Bills and Adjustments was accidently deleted by a user. The user attempted to begin the process of rebuilding the approval map when they reached out to me. I imported the approval map from a recent backup installed in our sandbox tenant, the approval map’s name is “Non PO Vendor Bill Approval”. So all should be good, right? no… it’s not working, not at all… the Bill goes from On Hold to Balanced without a noticeable blip. Insights into the approval map “Non PO Vendor Bill Approval”...there are several basic steps where the condition is a simple one liner checking for a specific vendor and then directing the approval to a specific employee…  I’ve tried several things…Marked all the steps and rules as inactive and then activated one

I’ve been digging into the cost calculations for sales and have come across a discrepancy that I can’t figure out.The unit cost in the ARTran table is different from the SOLine table.Where are these 2 costs pulled from? 

Good Morning All.We’re looking into allowing one of our approval groups to reassign approvals if necessary. However, when I test it out it seems to allow the original approver to select any one of the company employees, even those who are not part of our approval mapping at all.Is there any way to limit it so they can only reassign the approval to specific users, or only reassign to someone that is next in line on the approval tree?If this is not possible, perhaps we can add it as an idea for a future modification? It would be extremely useful.

We have multiple dashboards that are marked ‘Expose to Mobile Application’ on the Dashboards setup screen (SM208600). All are visible on UI under the Data Views workspace. On mobile, these dashboards show under the Dashboards workspace - not Data Views. I’m not sure why. When clicking into them on mobile, we get the below error page. Any ideas on what is causing this or how to resolve? We do not have custom mobile workspaces/mobile customizations. I reset to default mobile workspaces as well to see if that helps, and it did not.  

When using the option to monitoring incoming email and create a new Lead, we are receiving an error as shown below.  The country is a mandatory field for a new lead, however I don’t see the country field as an option on the Lead Class form.  Is there a way to either default the country field for new Leads of a certain class, or make it optional (preferably without a customization)?  Any thoughts?Thanks, Laura

I know this was announced during the 2024 summit, but does anyone know whether or not this is simply a “re-branding” by Acumatica of their current Projects modules, or is this a totally and completely *new* module specifically for companies that perform Time & Billing?  For example, similar to what Lawyers and Accountants would use to track and bill their time with?  (ie. Something like Clockify or Clio)

Is there a way to populate the memo field on an AP check?

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