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Acumatica product questions which did not fall into any other category

  • 952 Topics
  • 3,157 Replies
952 Topics
J
Freshman II
Jov29Freshman II
asked in Everything Else
Adding wiki on a custom screen or GI for reference

Hi Guys! I am now exploring the Acumatica Wiki and my project is to set and create a wiki for all of the existing GI, and Dashboards to help our users much more.  Is there a way i can reflect the created wiki on the Acumatica Help, on the form reference just like on the image.   

7122
J
Freshman II
B
Jr Varsity II
bhylandJr Varsity II
asked in Everything Else
"Other" in the mobile app

I'm trying to find where “Other”, located in Service Orders, can be located on the Mobile app. Please help, thanks.  

363
Chris Hackett
Community Manager
J
Freshman II
jslusher77Freshman II
asked in Everything Else
Embeded link on a notification email

I am setting up a business event to notify a controller about new vendor creations occurring in the system.  Everything works on the notification email except they want a link to click on to take them to the vendor record.  It takes them to the vendor record but doesn’t fill in the vendor acct_CD so it give them a blank vendor screen to create a new vendor.  Can anyone look at this html code and see why the vendor acct.cd is not be sent through the URL link?<p class="richp"><a href="https://URL/Main?CompanyID=Test&ScreenId=AP303000&AcctCD=((Vendor.acctCD))" target="_blank"><br>New Vendor</a></p><p class="richp"><br></p>Thanks,

4672
A
Varsity I
L
Captain II
ltussing03Captain II
asked in Everything Else
Security - new restrictive role is affecting other users

I created a new restrictive role that has very limited access to a few screens.Now other users who do not have this role see less in their menus.I have seen this before.I believe it may be possible that items that are “NOT SET” may be lost on these other users when I created the new restrictive role.Does anyone have a way to have my new role not affect any users who are not assigned to it?Thanks!

1423
L
Captain II
A
Jr Varsity III
anthony92Jr Varsity III
asked in Everything Else
ERROR: Inter-Branch Transactions feature is disabled.

Hello, I am new to Acumatica and trying to figure this all out. We created a new Company, Branches, ledgers, etc and from that we created our Customer and Lease. We are trying to post a payment, but we are getting this error message:Inter-Branch Transactions feature is disabled.What does this mean? Thank you. 

7248
K
Jr Varsity II
M
Varsity I
mcraig95Varsity I
asked in Everything Else
Business Event Triggers based on GI - Notification Email Goes Out - Activity is not being logged - Any ideas on what I may have missed

I have a Business Event that Triggers off a generic Inquiry, once a day at a set time.I want the activity to be logged under the Vendor.If I run the report manually the activity is being logged under the vendor, when the email is generated.When I trigger the business event using the Notifcation Template, an email is generated but the Activity is not logged to the Vendor.Any ideas on what I am missing. Here are the images of the notication template. Notification template  Link to Entity and Account filled I believe the activity should be logged based on setting on the Notification Template.The business event and Schedule are working. I am including the business event.  This is the Mail Setting in the report. Just in case this information is asked for.   Again, when I run the customer report the activity appears under the Vendor.Any help would be appreciated. Matt

76210
M
Varsity I
J
Freshman I
jvinski71Freshman I
asked in Everything Else
Costs against a vehicle

We want to keep track of the vehicles we own and use in servicing our clients. We want to be able to also track any costs to repair or maintain each respective vehicle over time. When creating a vehicle, we can enter purchase information but I do not see anywhere whereby we can track expenses incurred over time for the vehicle. Should we be using some other module to do this? Should we be creating individual internal projects for each vehicle to track costs against them? Any thoughts? Thanks, Joe

3865
K
Freshman II
S
Freshman II
susane18Freshman II
asked in Everything Else
Email Notification template does not pull in the same numbers as appear in the GI that it is based on.

The GI created using the ARPayment table shows the correct amount of the payment.  However when there are multiple invoices being paid by that invoice, that amount showing as being the amount of the payment is equal to the last invoice, not the total payment made by the client.  This is regardsess of whether or not the formatting equations are used or just the data field.Notification GeneratedThe amount shown should be $25876.26 

2164
Chris Hackett
Community Manager
L
Captain II
ltussing03Captain II
asked in Everything Else
Security restriction to View Only on UDF in the Change Orders screen

Hello,We created a UDF on the Change Orders Screen We want to restrict some users from being able to change the value of this UDF, but they need full access to the rest of the Change Orders screen.I do not see the UDF in the security tree for Change Orders as I expected.So I tried restricting “ANSWERS” to VIEW ONLY and can still change the value of the UDF when logged in as this user.How can I make this VIEW ONLY for a role?

857
L
Captain II
A
Jr Varsity II
adalviJr Varsity II
asked in Everything Else
How do I add production order maintenance side panel on Appointment Details/Sales order Screen

Hey guys,Have been tasked to add a production order maintenance side panel onto Appointment details and Sales orders screen. I am finding it tough to merge the tables in order to achieve this.Any recommendations? 

1283
A
Jr Varsity II
R
Jr Varsity III
ramya15Jr Varsity III
asked in Everything Else
How to tree structure for selector field in acumatica

Hi Team,Maya i know how to create “Tree structure “ for a customized selector field in acumatica. Please help me on this.Sample like this: Regards,Ramya

2375
R
Jr Varsity III
L
Captain II
ltussing03Captain II
asked in Everything Else
"Add Only" or "Insert Only" security on projects

Hello,We have items that we to secure in such a way, that the user can add new records, but they cannot edit existing records.  Acumatica had a “Insert” restriction level.  However, it also includes the ability to EDIT existing information.Is there anyway to give users the ability to enter data, but not edit.This is for projects.  We want to ensure that projects are ONLY changed via change orders. 

813
BenjaminCrisman
Acumatica Employee
R
Jr Varsity III
ramya15Jr Varsity III
asked in Everything Else
PXSelector for current employee workgroup

Hi Team,May i know how we can a customize a selector field to show all the employees belong to the current employee workgroup in Time card screen.Please help me on this. Regards,Ramya

1173
Laura02
Captain II
M
Semi-Pro II
mikehoSemi-Pro II
asked in Everything Else
Unable to deactivate some vendor contacts

We’ve come across several vendor contacts where “Deactivate” is greyed out in the Actions menu: Any idea what could be causing that and how to get around it so we can mark these contacts as deactivated?

20510
M
Semi-Pro II
V
Freshman I
verbs91
asked in Everything Else
Import mapping of customer reference to customer order number not working - b2b sales order syncing

I have BigCommerce B2B sandbox, customer reference number is available in BC checkout as a optional field. P.O and CC are the payment option.When selecting P.O as payment, everything is good, P.O number is imported to its right field in AC which is Customer Order Number. So here is the issue, I want to make use of optional field, customer reference number, and once a customer select a CC as a payment option, that field should be in Customer Order Number field in AC. So we did mapping, Customer Message to Customer Order, however AC seems to ignore the mapping on that field, its just weird that I map same customer message to different field in AC (like description) and its working fine.. 

580
V
Freshman I
L
Captain II
ltussing03Captain II
asked in Everything Else
Unable to process approval notification

I set up an approval map for this.Assigned it and the notification template in AP preferences.Everything seems to work, except the email notification doesn’t get created.The system email account is set up and active.The employee on the approval map is extended as an employee and has a valid email address.Any thoughts?

1431
L
Captain II
L
Captain II
ltussing03Captain II
asked in Everything Else
Approval Map for changes

Do approval maps engage when an existing document is changed, or only on creation of a new document.We want to know when a change occurs that changes the total on a project.This seems like this would trigger an approval anytime someone hits save on any project with a value.Does it trigger if a change is made to an existing project?  

1102
L
Captain II
D
Jr Varsity II
dhollindenJr Varsity II
asked in Everything Else
Protecting against accidental account deletion

We’re using the SAAS version of Acumatica and are still within our first year of using the application. Recently one of our users deleted an account by accident. I’d like to ask if there are best practices for disabling account deletion in general while still allowing accounts to be deleted when necessary. I assume we could use roles to determine who can delete accounts, yet it was a senior person that accidentally deleted the account, and the situation was confusing so the prompt to confirm the deletion didn't prevent it from happening. I'm wondering if a better practice might involve an approval process where any deletion requires approval by another user. Is that kind of workflow possible in Acumatica? Another idea would be to only allow account deletion in a 'super admin' account so that anyone needing to delete an account would need to log out and then log into the super admin account, and only certain users would have the super admin credentials. How is this kind of thing handled

2267
RohitBhandurge
Jr Varsity III
meagan59
Varsity I
meagan59
asked in Everything Else
Is there a way to extend the mobile app session timeout?

We have a customer site that has an extended 2 hour timeout on user sessions. However, after upgrade to 22R1 the mobile app is requiring users to log in every few minutes. Is there a separate setting from the site timeout limit that can be updated for the mobile app?

2243
Manikanta Dhulipudi
Captain II
M
mclifford
posted in Everything Else
Acumatica Prospects, New Customers

I am attempting to be a new Acumatica customer, but I have completed the “Schedule a Demo”, “Have Sales Contact Me”, called the toll free, posted on Facebook, and messaged on Facebook for three weeks in a row with ZERO response from any channel.  I thought the toll free was finally going to do it, and I received an automated response of “all busy.”  So, I am hoping someone here can shed some light on what on earth is going on at Acumatica?  Servers reached capacity and no room for new customers?  Beyone shocked, never have seen anything like this in my IT career from a software company.

652
Chris Hackett
Community Manager
E
Freshman II
ely36Freshman II
asked in Everything Else
shipment process - quantity free item different with sales order

Hello I have issued shipment for delivery free item, I created 1 sales order with free item. The simulation, If the customer order with specific item n specific quantity, customer will get 1 free item .In these SO, the item for sales and item for free item from different warehouse .After SO created, the sales admin proceed for the shipment , coz the item from different warehouse we make 2 shipment in 1 SO .But, When we process shipment for Free Item, the quantity display 0. We checked the SO , free item show 1 unit .Anyone, please tell me how to solved it .

2408
Manikanta Dhulipudi
Captain II
C
Jr Varsity II
chenwmJr Varsity II
asked in Everything Else
Completed PO still appearing in approval screen

Hi there,Basically we have one completed PO which is still appearing in approver’s approval screen. How do we get rid of it?   

938
Chris Hackett
Community Manager
M
Freshman I
mrida64Freshman I
asked in Everything Else
Documentation B2B

Hi everyone,is there anyone who can tell me where can I find the B2B Portal documentation?

352
M
Freshman I
Ahmed
Varsity II
AhmedVarsity II
asked in Everything Else
Firefox Buttons Disappearing after Publish and Console Errors

I’ve moved over to using Firefox with Acumatica for some of the productivity extensions (like TST) and have noticed a weird issue that I didn’t have when using Chrome.After I publish customizations, the navigation buttons disappear: Reloading, signing out, clearing cache and cookies doesn’t work. I have to complete exit the browser and then re-enter for it to reappear. When loading a page I see a lot of console errors: --“Cookie “timeStamp” does not have a proper “SameSite” attribute value. Soon, cookies without the “SameSite” attribute or with an invalid value will be treated as “Lax”. This means that the cookie will no longer be sent in third-party contexts. If your application depends on this cookie being available in such contexts, please add the “SameSite=None“ attribute to it. To know more about the “SameSite“ attribute, read https://developer.mozilla.org/docs/Web/HTTP/Headers/Set-Cookie/SameSite Main” --“downloadable font: download failed (font-family: "FontAwesome" style:norm

18210
Ahmed
Varsity II
A
Jr Varsity III
anthony92Jr Varsity III
asked in Everything Else
Next Lease Billing Date does not match my Charge Codes Schedule or BILL DATE when I created these leases

I have this issue everytime I create a new Lease with the system. The NEXT BILLING DATE is always wrong and does not match the BILL STATE DATE that I create under DATES in the LEASES panel.In these cases:Lease ID LS00292 - under summary, it says the next lease billing date is 10/15/2022, but I need it to be 10/01/2022Lease ID LS00293 - under summary, it says the next lease billing date is 10/15/2022, but I need it to be 10/01/2022In both these cases, I did create the Leases on August 15th. But for the Charge Schedule, I wanted the rent to start 09/01/2022. I tried to correct the dates, ran Contact Billing and now they both say Next Lease Billing Date is 10/15/22. How do I get off this mid-month schedule?  I just need these leases to be on a scheudle where the Next Billing Date is on the 1st of the month. I am not sure why this mistake happens every time lol. 

240
A
Jr Varsity III

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