Introducing Acumatica Cloud ERP: 2026R2
Acumatica product questions which did not fall into any other category
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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?
I need to change a segment ID for my project tasks segemented key from alphanumeric to numeric but there is a task that has already been used in a posted transaction that is preventing the change. What are my options? CS Error: Edit Mask cannot be changed. There are Project Task identifier TINGÉNIERIE to which the new edit mask cannot be applied
hi , I am unable to get the verification code on my email and on my number. I tried multiple time but no success. What step should i take?
Hello all hope your summer is going well. 🌞Does anyone know why the PX.Objects.IN.InventoryItem dac does not show up in dacBrowser?https://help.acumatica.com/dacBrowser!-->
What happens if an address is NOT validated?
We are getting the following error when we go to create a shipment for an order. I checked in the order processing screen and directly on the sales order and in both cases this error occurs, in the processing window the order does not even show up as an option to process. All items are unallocated, but I tried it with the allocation box checked as well. All the different date fields on the order are set to a past date. Has anyone else run into this problem?
The introduction of Acumatica Payments requires a new process for tracking opportunities. This process will allow us to:Manage Payments opportunities as they progress through the pipeline. Distinguish between existing ERP customers adding Payments and new prospects purchasing an ERP solution and Payments together.When you have a Payments opportunity, please go to the Sales workspace on the Partner Portal and use the “New Acumatica Payments Opportunity” link to create the opportunity. This will automatically notify the Payments sales team. They will contact you about next steps and engaging with the customer or prospect.Payments opportunities are very similar to other opportunities. Instructions for how to deal with the few difference are on the Acumatica Payments Overview page on the Partner Portal or can be accessed through this link. Acumatica Payments Opportunity Tracking
Our company has an issue with staging shipments and location codes.We will create a shipment and produce a picklist. The system will assign locations appropriately so our shippers will gather up the SKU’s from all the storage locations and place them in a staging area. The order can often sit in the staging area for a couple of days.The issue is, the system doesnt reflect the change of location so if one of our cycle counts for our storage locations happens during that time our inventory is thrown out of whack significantly.We can correct by manually transferring material from location to location, but then we also have to adjust our shipment to reflect the changes. Its alot of manual entry and opportunities for human error.Is there an option im missing to have a pick list “sent to staging” when done and preserve the connection between the moved material and the shipment?
Does anyone else’s add-in just spin unless you close Outlook and reopen? Not using a web browser, using the outlook app.Then you can use it once and have to close and reopen it every time you want to add something to Acumatica? At first I was told I have to have the Display settings in Outlook set to Optimize for compatibility but it was already set to that so I changed to Optimize for best appearance (application restart required) and it would work for one use. Switched back and of course had to restart and it worked for one use again. I now just close and reopen without changing the settings and can use it for one use. Getting tired of closing and reopening Outlook in order to get things attached in Acumatica.
Hi There,Does anyone know if there is a setting that just trigger the system to apply the taxes on partially shipped items? We have orders on AR accounts, and there are scenarios where we only partially ship the items and the rest will be back order, but sometimes customers will cancel the back-order items. However, the system will apply the taxes amount for the whole order when invoicing. Hopefully, there is a way to set so that the invoice only includes tax amount for those shipped items. We are using 2023 R2 version. Thanks...
What is the best way for immediate notifications? We need to instantly noitify multiple folks (AR, Sales Rep, our Owner) when a Customer placing an order is on Credit Hold so we can get immediate approval to process the order (it is usually for will call today or next day delivery). Thank you.
Is there a dashboard or report that shows our users time active in Acumatica? For example, it would show the number of hours the users are in Acumatica by day, week or month.
I am testing the integration with ShipStation and have run into an issue. When a shipment is confirmed back into Acumatica, the shipment’s box/package contents are empty. I hope I’m missing a simple setting somewhere?I don’t see anything in the documentation saying it should do this, however this is a required function in order for our Amazon > Acumatica connector to work.
The team and I are trying to set up Acumatica Wiki pages for employees. We have been able to create a wiki page, and subpages and subfolders, but all of the subpages are put immediately into the deleted folder. Whenever we try to change the parent folder for a article to the be the main folder for that page, we get the following error: “You don't have access rights to add an article into this folder.” Does anyone know what could be causing this issue and how to solve it?
Hi, All I am not sure but looking to know the retired date of Acumatica Cloud ERP 2022 R2. I have seen that after release it takes 20 months. So Can anyone guide me
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