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I would like to gain access to the download Product Pre-Release version of Acumatica 2023 R2. There is a new feature in there that I would like to explore called Territories since our sales team operate in states based on territories.

Hello,I am in Build 21.113.0011When I open Self-Service Portal with salesdemo datasetThere is no “open help dashboard” on the upper right corner Although I do able to enter help dashboard via global search Not sure what is missing, I tried to follow help instruction to configure welcome page https://help-2021r1.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=241bf4e6-7065-4466-b699-3e32f2f2f722 There is no such “Portal Site” wiki  Any idea why this occurs?Thanks 

Hello Everyone,I have override the Convert To Order action in the Sales Quotes screen, and copying the line field value from the Sales Quote to Sales Order line with the below code.Value are getting copied properly but caches are not updating as expected, when try to edit any other value and try to save it is giving me an error. Here is the code, can anyone review and share your thoughts.  [PXOverride] public IEnumerable createSalesOrder(PXAdapter adapter, Func<PXAdapter, IEnumerable> baseMethod) { SOOrderEntry SOGraph = PXGraph.CreateInstance<SOOrderEntry>(); PXGraph.InstanceCreated.AddHandler(delegate (SOOrderEntry graph) { graph.RowUpdated.AddHandler<SOLine>(delegate (PXCache sender, PXRowUpdatedEventArgs e) { SOLine objSOLine = e.Row as SOLine; if (objSOLine != null) { foreach (CROpportunityPr

Hi, I’m looking for a few pointers on how to resolve an issue caused by an upgrade of one of our live sites.  The upgrade was from 2022.1121.302.452 to 2022.2.205.103.4522 and occurred last week.  The symptoms are the same as outlined in the post below except that:Issue is ocuring on a Live site not a local install Error message relates to Newtonsoft: Could not load file or assembly 'Newtonsoft.Json, Version=13.0.0.0, Culture=neutral, PublicKeyToken=30ad4fe6b2a6aeed' or one of its dependencies. The located assembly's manifest definition does not match the assembly reference. (Exception from HRESULT: 0x80131040)  The assembly being used in the customisation is Newtonsoft 13.0.3.  In the WebConfig file on the local instance which doesn’t throw this error there is:The customisation on the local site works fine despite the version being outside 13.0.03 being outside the range.  I don’t know how or if you can change the web.config file on a live site.Maybe this is something that only suppor

I created a CSV data provider with UTF-8 Encoding. Unfortunately, Acumatica encoding of UTF-8 is UTF-8 with BOM. The system that will be reading this data can only except UTF-8. Does anyone have information or a workaround on this topic? Data Provider (SM206015) Exported CSV File 

We have created a customized report to the AR Credit/Debit notes and the report is generated in another screen not buy clicking the Print Invoice button on the AR Invoice and Memos screen. The RefNbr is not showing i the email template when sending the report 

I’m trying to automatically e-mail sales orders that are open using the Print/Email Orders process.  It shows this generic error message.  I can open the sales order and click “email order” and it goes through no problem.  I can go to “print order” and then email and it shows fine as well.  It’s only when using this automated process.    Trace Results Error: At least one item has not been processed. at PX.Data.PXProcessingBase`1.ProcessMultipleItems[Table](PXGraph _Graph, String graphType, String stepID, List`1 steps, String action, String menu, IEnumerable parameters, List`1 src, PXProcessingMessagesCollection`1 perrowmessage, CancellationToken cancellationToken) at PX.Data.PXProcessingBase`1.<>c__DisplayClass78_0.<_SetProcessTargetInternal>b__3(List`1 list, CancellationToken cancellationToken) at PX.Data.PXProcessing`1.<>c__DisplayClass82_0.<Process>b__1(CancellationToken cancellationToken) at PX.Concurrency.Internal.PXLongOperationPars.PopAndRunDelegate

When you create a note on a stock item you are able to select ‘Add pop up note’ so that every time that part is added to a sales order, appointment, PO etc it pops up and then the user must click ok for the pop up to go away.This is great for our procurement team and sales team, however a nightmare for our service team.  Are we able to restrict who gets these pop up notes or which modules they appear in?

The BAccount CreateDateTime field does not provide the date in which a business account is extended as a customer.I am trying to create a Dashboard that displays number of new customers created by month. If they are being created from a prospect business account I don’t know how to pull a time stamp at which this happens. Can anyone help?

Hi, We’re setting up Acumatica WMS and I’m wondering about some suggestions for the right label printer(s) we may need:I need to print colored labels for the palette positions in our warehouse (labeling the rack/shelf locations). Probably around 2” x 3” approximately.  I need to print our bar codes to apply to product packaging/inventory. Not sure about size, these would be standard white. Maybe just Avery labels in our office laser printers? What do you use?We use Zebra printers for our shipping labels but this looks like a different kind of specialized printer. And I see many that are thermal, some are laser, etc… Thanks for your suggestions!

hello everyone I am newbie on acumatica Can you give me advice to fix the error creating invoice in bills and adjustment this was showing when I release the report thank you in advance 

Hello.I have noticed that Invoices produced from Acumatica ERP is in PDF Format which allows any person who has access to the electronic version to access and edit text.Is there not a configuration setting that allows Acumatica Clients to protect PDF documents like invoices (and Purchase Orders and Statements) to prevent anybody from editing the PDF ?

Hello,I am attempting to learn about Workflows but seem to have an issue(s) with the Customization Project. That part loads okay, but from there I seem to be stuck as to how to get to the Workflow section, since there does not appear to be a Customization Project Editor or TaskWorkFlow. I am using U100 after creating the Workflows tenant in accordance with the instructions in the Consultant Course, Cusomization, W150 Workflows 2023 R1. Any help in pointing me into the correct direction would be appreciated.

Currently you cannot enter a negative expense receipt for a corporate credit card. Upvote here: However we have many customers who are dealing with this on a regular basis, what is your prefered or suggested workaround while Acumatica considers the idea of adding this into the product?  Thank you!

I have an existing customer looking for an ERP solution, they are in Education, more specifically a university here in the US. Does anyone have any current use cases for Acumatica in Education or can you point me to some marketing materials that I may be overlooking. Thanks. 

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 sending in an email. Most related to a product warranty. These email addresses are not contacts or have any relationship within the Acumatica platform.

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?