Everything Else

Hello - One of our properties prepared a batch of payments, and only 4 came through into the standard approval routing, on “Pending Approval” status. The remaining checks are still “On Hold” and they appear to be stuck there. I cannot remove Hold, or change the status in anyway. Does anyone know what may be causing this?Thanks!

Does anyone know if there is an end user guide for the mobile app?  We are aware of documentation on the development side, but looking for something for the app users.Thanks,Laura

Good day,Logged on this morning and the infamous Acumatica Homepage is gone. See below.  It is gone also on another Acumatica users.  My users are do focused; no one reached out.  Any way to get it back for now.  I am working custom dashboards however, they are not ready yet for each user.  

Hi guys,I’ve noticed that there’s Pending Approval Notification for EMP Time Cards, but we want another notification working as following: whenever a time card is rejected, the owner/Employee should receive an email that he/she should check the reason, revise it accordingly and resubmit. So far I couldn’t find it anywhere in “Time & Expenses Preferences”. Is it possible to achieve it?Thanks.

Hi,We have an requirement from our client, they need to send both packing list and SO Invoice when sending the email from Email Invoice function. I have tried with the EmailTemplate Attach Report Scenario, how ever it was not successfull.Appreciate if anyone can point me the option that I have used was wrong, what is the correct method to do this or other wise is there any other option available.Please Note this Packing List is a Customized Report. Best Regards,Kavindu

Anyone know how to turn this on Globally? Please tell me I don’t have to do this on every single user record! We are using the mobile app to authenticate. 

When I try to modify an existing Document Template by adding an additional line, it will not save the data. The View and Type columns both will automatically be emptied to NULL whenever I tab through the columns and try to move on to the next line. See the attached video recording in DropBox https://www.dropbox.com/s/4qzhyhedkialv6g/acumatica_document_template_null.mp4?dl=0 as well as the screen shot.  

What would be the correct way to send an auto-reply email to all new cases created in Acumatica? Building a Business Event on a Cases (CR306000) will not work as the email address from the sender or reply-to is not stored on the case. Going the route of a GI, I have not been able to achieve this because there is no data point to a case that can be used for the Business Event trigger to stop the email from being sent if more than one email.  Under system Email Accounts (SM204002) there is an option called “Reply to unassigned Emails” I have not been able to get that to work. It may not be the correct opinion in our use case.  Our use case is a company closure. We want to send an auto replay message letting senders know we will be back soon etc. New cases come from users s

What are the implications of deleting an “empty” warehouse location that was used very briefly? A small amount of items were briefly transferred in and then out.

Is it possible to arrange the Workspaces in alphabetical order and if so, how is that done? What is the governing factor is the order that Acumatica presently uses for the order of the Workspace?

In Acumatica ERP, which form can I use to record the contract between my organization and other organizations?

Notification templates only allow you to enter a specific user, email address or placeholder for an email address in any of the recipient fields (To, Cc and Bcc).  Has anyone identified another way to accomplish this?Email notification to all members of workgroup to which entity is assigned identifies a similar need, but it applies to entities assigned to workgroups.  In my case, I want to send the emails to members of a workgroup of my choosing, even one not assigned to the entity.  For example, on creation of a new vendor, I want to send a notification to everyone in an AP workgroup. 

Does Acumatica still support surveys for versions 2022R1 to 2023 R2? if so, where can I find the installation package? 

Dear All,We are experiencing login issue with one of our users with university portal. Can anyone advice where we need to address the issue , please  

We lost entire employees list in one of our tenants is there any way to determine how or who deleted them without audit history enabled for that screen id? 

I can’t change my segmented key for my cost code because the default cost code is unable to be changed. When I click the Change ID button, I get:Error: The Change ID button is disabled.Then the button disappears. If I attempted to change the ID manually by clicking in the ID box, I get: PM Error: Cost code number cannot be updated directly. Use the Change ID action.I need to change this and I am completely not sure what to do here.

Hello Community members,Hope you all are doing well. I would like to get some of my confusions clarified regarding implementation and go-live for a customer.I would like to know if it is possible to get a live production instance installed over a server if the customer doesn't want to get it implemented by any Acumatica partners. I know it is better to go with Acumatica Partners but is this exception possible?If yes, please let me know how can a customer achieve it. As I have seen many of the community members are themselves Acumatica customers, so was wondering if they have implemented their systems without any partners.Also, my other confusion is related to the demo instance. I have seen whenever we create a new tenant, not in the production instance, the complete tenant is like a vanilla environment. What if the customer opts for such a vanilla environment instead of going with the licenses. This is the scenario where the customer doesn't look for any

My report is calculating the conversion from the first line “From Unit “G” grams)” and I need help with getting my report to calculate the conversion from a specific Form Unit line (GAL). Attached is my Report Designer. What do I need to add or change to  point my conversion to Gallons instead of Grams? Acumatica Item Code Conversions Report Designer Value Expression 

Under the Construction Module, we are finding loading time under our Projects profile is running incredibly slow.  Once we are in the project, it is running fine.  It’s just the loading time between searching projects.  Everything else is working fine.Is anyone else having issues?  

Has anyone seen this?  I don’t know how to explain this?This pdf invoice does not show correctly in the annotator panel, but when you download it, there is a section with the details that does not display in the annotator panel.  

First, I’m not a developer by trade.  However, I like challenges.  Requirements: create three UDFs within Purchase Orders (Estimation Notes (text), Warehouse Last Review Date (date), and Warehouse Shipping Notes (text)).  Two of these fields (the “Warehouse” fields) must be modifiable regardless of the state/status of the NORMAL type PO.  The third field, Estimation Notes is only used during PO creation and not modified afterwards.  All of these are needed within the Details Grid.  One existing field, POLine.PromisedDate is needs to be modifiable as described for the other fields.I created the three fields within the Details Grid. I then created an extension named mrROExtension in the workflow.  I added the all of the UDFs to the workflow extension.  I then created the Code graph managing the RowSelected base handler.  After verification and compilation, no errors.  Upon publishing to my local instance/tenant, all appears to work as desired.I would greatly appreciate C

Hi there,I created business events that sends out an email via an action trigger. The only thing is that there is an (all) option when you create an action trigger. Well I don’t want anyone to accidentally select the (all) option and send an email message to every ticket in the screen.How would I go about either disabling the use of the (all) option or having it not even appear as an option?I tried using the automation steps screen to disable the action but it still appears as an action you can use.I assume there’s an easy way of doing this but can’t seem to find anything on the web.Any help would be appreciated :) 

Hello,      I saw we already have a feature be voted:Add Customer Loyalty/Reward Point accumulation, application, and tracking functionality | Community (acumatica.com)   But we are dealing a bit different business, we are selling to wholesalers, and wholesalers then distribute to end customers.  So the end customers are not our customers, which are not existed in Acumatica system.  What we want is to set up a Points reward screen, then the end user can register data on the screen. In this way, by rewarding end users, then would encourage end users to purchase more frequently from distributor and distributor purchase more from us.  Does anyone know we have such Customization package or add on from software vendors? 

Is there a way to change the way a name displays from Last, First to First Last?

Our standard protocol for new users has been setting a default password but required the ‘Force User to Change Password on Next Login’ checkbox under each user profile. The issue I’m discovering is that the mobile app does not like that. It will say invalid credentials instead of popping up some type of interface allowing them to set the password. This is troublesome as users then have to use a web browser for the first login, set password, then can begin using the mobile app. Has anyone else discovered this?