Skip to main content

Everything Else

Acumatica product questions which did not fall into any other category

  • 956 Topics
  • 3,168 Replies
956 Topics
Michaelh
Semi-Pro III
MichaelhSemi-Pro III
asked in Everything Else
Edit Wiki Sections

How do I edit the order of the SECTIONS on a wiki? These would be the wiki headers like REFERENCE, END USER, etc in the ACUMATICA EDUCATIONAL RESOURCES help link. The order seems to be random with different sites and I’m trying to get END USER set as the top section instead of REFERENCE.Thank You!

18814
Michaelh
Semi-Pro III
J
Varsity III
jwarrenVarsity III
asked in Everything Else
Can't find where this is stored "VendorLocationMain".

Trying to provide access to a user for adding vendor locations. Receiving this error.  Anyone know where I can find this on Access Rights?

1463
ed.goodman
Acumatica Employee
H
Captain II
HarshitaCaptain II
asked in Everything Else
System triggering the below attached error :

I have been trying to test the mass emailing feature, with the U100 dataset, but while processing, the below mentioned error is getting triggered:Kindly guide me out the reason of the error getting triggered and how to resolve it.The below mentioned email ids are being used to process the emails. Thanks.

912
H
Captain II
S
Freshman I
scottjohnsonhereFreshman I
asked in Everything Else
Business event trigger condition using a GI aggregate count value.

I am creating a business event using a GI that returns a count of records in the SOOrder.CustomerOrderNbr field.  We use the GI to search for duplicate values in that field and the GI has a ‘count’ field in the results. The business event needs to trigger when that count value is greater than or equal to 2.  I have not been successful with returning the correct values.  It sends each new record inserted instead of following all the conditions. My conditions (Operations) are where there is a Record Inserted and the Count of the customer order # field is >= 2.  It seems to be ignoring the count condition.  I am new to this so very well may be missing something.  Your insight and help is much appreciated.  Thanks!    

4866
L
Freshman I
F
Freshman I
Fie
asked in Everything Else
Sales Order Approval Matrix (Unit Price is less that the Unit Cost)

Hi Everyone,I have some inquiry regarding on the approval matrix that I need to set up.Here's the scenarioIf the Sales Agent put the Unit Price on the Sales Order less than the Unit Cost of an item. It will be subject to approval.but on the approval matrix, when I select the field name as unit cost and the condition is greater than the value is it a numeric digit, not a unit price? Is there a way to set up the requirements?  Thank you !

2564
F
Freshman I
T
Freshman I
tarasterbaFreshman I
asked in Everything Else
Recurring Tasks (create a Task that appears quarterly)

Is there any ability to creating “recurring” Tasks in Acumatica? We have Tasks that happen every quarter and what we have to do is to “complete and follow up” and then update the start dates for the next quarter. Is there a way to add a Task and have it appear each month, quarter, year, etc. 

2751
BenjaminCrisman
Acumatica Employee
R
Captain II
ray20Captain II
asked in Everything Else
Is it possbile to log the modifications only when a specific field is changed?

Hello,     It looks like even “Audit history” can not meet my need.We have a need to log who changed POline’s qty and cost after the creation.To avoid the database grow rapidly, I just enable to log the below 3 fileds  However, the system keeps logging every time the poline is changed, by other fields, like open qty, qty on receipt... Is it possbile to log only when specific fields be changed. Like unit cost. 

1943
aaghaei
Captain II
J
Jr Varsity III
jeffersonmacedoJr Varsity III
asked in Everything Else
sitemap error

I’m getting the following error when trying to access one specific Tenant: The message is displayed right after doing the logging and this issue started after upgrading to a new version(2022R1), does anyone know how can I investigate this issue and fix it ? Thanks

3643
J
Jr Varsity III
hayleehicks
Varsity I
hayleehicksVarsity I
asked in Everything Else
Dashboard widget axis label differences between versions?

We have noticed a dashboard display difference between versions. In 21 R1, the horizontal labels consolidate for a more clean look while in 22 R2, the labels run over each other. Does anyone know of a way or a new setting to get the cleaner look back?2021 R1:2022 R2: 

330
hayleehicks
Varsity I
A
Jr Varsity III
anthony92Jr Varsity III
asked in Everything Else
I have some leases with multiple monthly charges, but they add up together as one item on the statement

RE: LEASE/CHARGESI have some leases with multiple monthly charges, but they add up together as one item on the statement. Am I missing how to separate these charges so they appear seprate and not together?For example, in very simple terms: Let’s say this tenant pays two monthly charges per month:Rent $5Tax $5I want these to appear just like this on our monthly statements, but instead they are added up as one item and looks like this:Lease Billing $10How can I get these to appear as two separte charges? Because it’s very confusing for some of our tenants. Or is there another way to do multiple monthly charges?   

270
A
Jr Varsity III
E
Jr Varsity II
ebevanJr Varsity II
asked in Everything Else
Using a timer/ stop watch with Time Cards

Does anyone know of a configuration option (or an app that we can integrate with Acumatica) where users can record their time on a real time basis i.e. start and stop a timer when they are working on a specific task? Many thanks!

39310
meganfriesen37
Captain II
C
Semi-Pro I
chidao
asked in Everything Else
Record Receipt Inventory - "The field LotSerialNbr cannot be updated in this record because the field is disabled"

Dear All,Can you show me how to enable this field?Thanks in advance!

1202
Kulvir Kaila
Jr Varsity I
N
Jr Varsity III
nsmith51Jr Varsity III
asked in Everything Else
Where can we see the Employee Rate?

Where can we see the Employee Rate for the Appointment in Acumatica?

291
Naveen Boga
Captain II
M
Semi-Pro II
michaelhoSemi-Pro II
asked in Everything Else
Customer company name field

Is there a dedicated Company Name field in the customer record? We are not using the CRM module so we have been inputting the company name in the Account Name (Customer:AcctName) field, however this is a required field so if there is no company name we have been inputting the full customer name in this field, which is not ideal.Is there a best practice for this? We are used to having a non-required field for Company name (in our old ERP) that we would leave blank if there was no company associated with that customer. This would help with marketing, etc.

2962
M
Semi-Pro II
NickCerri4
Jr Varsity II
NickCerri4Jr Varsity II
asked in Everything Else
Limit One PO Receipt Per PO

Team - we’re trying to limit the ability of our PM team to enter multiple PO Receipts per PO.  I’m wondering what the best way of going about this is.  Essentially, if there is already a PO Receipt received for a specific PO, I want it to be very difficult to receive another one.  This appears to be an issue for newer trainees and correcting it in the system is a bit of a hassle.  I tried to create an approval map for Purchase Orders but I’m confused as to where the map is being applied - it isn’t triggering any approval and I’ve added the map to PO preferences.I’m not married to an approval map - if there’s a preference that can limit one PO Receipt to a PO then that would work, too.  Also, the PM is doing the PO entry and receipt, so limiting their access here wouldn’t make a ton of sense.  Open to any suggestions, right now we’re just telling the team to check if there’s a PO receipt in the PO history tab.  

1425
NickCerri4
Jr Varsity II
N
Jr Varsity III
nsmith51Jr Varsity III
asked in Everything Else
Customer Details - By default can we make Company/Branch field empty?

Hello Everyone,By default, can we make this field empty? If yes, can you please share the code sample  

2193
Chris Hackett
Community Manager
NickCerri4
Jr Varsity II
NickCerri4Jr Varsity II
asked in Everything Else
Project Quote Not Calculating Total Sales (curyamount)

Hey, everyone - It doesn’t appear that the “Total Sales” field is calculating in Project quotes, despite being values in the “Ext. Price” and “Amount” columns.  This doesn’t appear to be an issue with hand-keying items line by line.  However, our estimates are fairly sophisticated and large and our estimating team will be making frequent use of the Load Records from File button and it only seems to be an issue when data is loaded in this way.  Is anyone aware of this happening either specifically or in a related way?  In full disclosure, I did customize fields on the screen but only by changing their display names and requirement status.  If you have any insight please advise.  Thank you!  

1124
NickCerri4
Jr Varsity II
R
Freshman I
rgreenleeFreshman I
asked in Everything Else
Disable InventoryItem.InventoryCD Based on Item Class from Inventory Preferences

Hello, all.  I went through the T series courses and now I’m making my first modification to disable the InventoryCD field on the Stock Items form unless a specific Item Class (defined in Inventory Preferences extension) is selected.I have it working, but when the field is enabled and you type in an InventoryCD, when you tab out, it states “Any unsaved changes will be discarded.” and sets the Item Class back to the default.  All I want it to do is enable the field and allow manual entry.I have separate code that is working to dynamically change the numbering sequence in the RowPersisting event.Does anyone have any thoughts why the record is prompting “Any unsaved changes will be discarded?”  It’s like it sees the record as “dirty.”Here’s my code:protected void InventoryItem_RowSelected(PXCache cache, PXRowSelectedEventArgs e) { InventoryItem row = (InventoryItem)e.Row; if (row == null) { return; } //lookup the

1251
R
Freshman I
M
Freshman I
MnMFreshman I
asked in Everything Else
changing acumatica out of the box column name

Hi everyone, is there any quick way to change the column name and column length in Acumatica Time Card? (Screen ID: EP305000) Thanks

3963
Naveen Boga
Captain II
E
Varsity I
EvanGVarsity I
asked in Everything Else
toolbar Delete Icon Missing on Sales Order Form

Good day,Question, How to add back to the toolbar the Delete icon the sales order form.  (The icon is on the toolbar for purchase orders and other forms)  The Acumatica documentation on this area is lacking.Any assistance would be greatly appreciated.Thank you.Evan  

894
E
Varsity I
L
Captain II
ltussing03Captain II
asked in Everything Else
Attribute with selector/schema does not show you records to select

Hello!I created an attribute with control type Selector.  I want to be able to select an employee with this attribute. I do have 1 employee. I added this attribute to the production order type.My expectation is that I can now select an employee on my production order.  However, I cannot.  The attribute behaves like it is control type TEXT.  I can type anything into the attribute value.  Also, there is no magnifying glass icon next to the value box to do a search. Any thoughts?THANKS FOR ANYONE WHO CAN HELP!!!

3873
L
Captain II
L
Captain II
ltussing03Captain II
asked in Everything Else
Acumatica spinning wheel in chrome on MacBook

Since last week, one user has not been able to access Acumatica through Chrome on their MacBook.  Basically, can log in fine but then the screen is frozen on the last page I was on and there is a “spinning wheel” in the vertical menu bar area.He has been working via Safari on his MacBook or via Chrome on his iPad without any issues. My preferred way to run Acumatica is Chrome on my MacBook.

1566
Kandy Beatty
Captain II
M
Freshman I
matthillFreshman I
asked in Everything Else
AR aging not showing all of the invoice number

We are new to Acumatica.  When we print the AR Aging report the invoice number is cut off, see attached.  We tried to modify it in report designer but it errors out and wont open.  Is there a way to extend the column that the invocie number is in?

19610
M
Freshman I
M
Freshman I
MnMFreshman I
asked in Everything Else
Approval in the level of Project Task instead of Projects

Hi everyone,Would like to check 3 questions related to Timesheet :We are checking if there is any possibilities out of the box in Acumatica 2022 R2 to approve Project Tasks instead of approving in Project level where the project manager can review the project tasks first prior to publishing it for the employee to enter their timesheet?And is there anyway that the project manager can reject particular timesheet in a particular line item in the project task instead of rejecting everything at one in the whole week?( The employee is sometimes confuse on which timesheet that is actually rejected in the line item. )Is there anyway to rename the menu in acumatica? if we want to rename the word “TimeCard” in the menu to something else. Thanks a bunch. 

1201
Laura02
Captain II
E
Jr Varsity II
ebevanJr Varsity II
asked in Everything Else
How copy workgroup from lead to opportunity, business account and contact when a lead is converted to an opp?

2022 R2 I am looking to ensure that once a user has filled in the ‘workgroup’ field on a lead, that this field information follows through the system. i.e. when you convert the lead to an opp, BA and contact the workgroup field will be filled in with the data from the lead rather than being blank. Is this possible to do with a customisation? I am able to create a customisation that fills in the workgroup with one of my chosing upon converstion, but I can’t seem to get it to take it from the lead. Many thanks for your help.

531
E
Jr Varsity II

Badge winners

Show all badges
Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved