Acumatica product questions which did not fall into any other category
Recently active
Is there a document that explains what the sale order statues mean and how a sales order moves thru the different statuses?Thanks!
Good day! Have you guys encountered any issues when unable to delete the on hold issues document?Basically, we wanted to delete issues document because of incorrect branch. Our organization doesn’t apply the inter-branch mapping in Acumatica. Therefore we would like to correct this issues document. If we create issues document directly, we don’t have any issues to delete it.UpdateIN has been performed and the shipment has been confirmed. We had even tried to cancel the Sales Order but unfortunately system says: SO Error: The 20SO2024-000041 sales order cannot be canceled because some items have been shipped. No invoice has been created and released yet. The issues document seems like floating and we are unable to delete it.Anyway we can resolve or reverse the document apart from apply inter-branch mapping?
Dear all,Is there any specific license for additional users in Non Production Environment of Acumatica?We needed 5-10 users for like 1-2 months only in Non Production Environment. Our current version is Acumatica Cloud ERP 2023 R1 Build 23.112.0032 +.
I have created an email notification in Email Notification for ACH payments that includes the date and amount of the bills and payments in the email, but the formatting is not carrying over from the formatting on the records in Acumatica. An example of my email is below: Payment of $2850 is in process from via ACH for the following transaction details: Bill - 123456 - 9/2/2021 12:00:00 AM - Services Provided - $1500 Bill - 123568 - 8/23/2021 12:00:00 AM - Services Provided - $1350 Is there a way to get the date formatted without the timestamp and the numbers to format with a comma and decimal point along with the zeros?
We’re using the ShipEngine carrier integration - the only options allowed for insurance ‘Carrier’ and ‘Shipsurance’. Curious what others are using for insurance outside of these options?
Hello all, I do not want to setup a virtual machine and install Acumatica and then worry about the patches and upgrades …So, the question is, has anyone installed Acumatica on Azure using Azure App Services? If yes, any documentation that you can share?
We recently migrated from MS Dynamics SL 2018 to Acumatica. There is one feature we used a lot in MSD that is missing in Acumatica: the ability to copy from excel and paste information in any grid like screen.For example, if we had a spreadsheet set up with the same columns, in the same order as the allocation screen, we could copy the information from there and paste into the software.It would be very helpful to not have to upload an invoice allocation or a JE.
Hi All, I was wondering if there is a way to make part of the Acumatica Wiki (specifically Custom Wiki Articles) public/ expose them to Users having the Link?One Usecase might be linking back to Acumatica Wiki Articles from BigCommerce. Any thoughts/ideas?
Our IT wants to know which server port is used for file synchronization with shared folder method. Does anyone know?
Hello!Documents need to be approved is updated in the dashboard and inquiry for the dashboard is taken from the Approvals form. We want to show the project ID of the document to the dashboard but unfortunately Project ID is not in the Approvals form. Hence we create another inquiry joining Approvals form and the document but it seems not accurate. Is there any possibility to join the Approvals (EP503010) form and the Bills and Adjustments (AP301000), if so please assist me. Regards Amanda
Hi Everyone,When I’m trying to create the PAYMENT from the Bills and Adjustments screen and I’m getting below error. Can you please help me to understand why I’m I getting this error?
How can i connect a Acumatica server to Power BI so that i can visualize Top 20 customer, Top 20 Sales Order like that.
Hello,I’m doing an import to create brand new Business accounts via Excel spreadsheet. Everything is importing correctly except two attributes that are, of course, super important for us. The attributes are COUNTY and TTM. It errors immediately with “One or more Attributes are not valid.” I have included the scenario and a small version of the Excel spreadsheet. I have tried having Commit checked and unchecked for both of them.
deleted shipments are populating back up in acumatica we currently use shiphawk but were originally deleted in acumatica how to fix
Has anyone run into issues trying to create new wikis on the customer portal? I’ve created the wiki > navigated to it > click the + button to create an article and get the object reference not set error. Additionally, clicking the trashcan does nothing. Any guidance on how to create a wiki is helpful as the documentation is very unhelpful.
Hi! I have read through topics below and am still having issue with inserting link for an email template I created. How to add a link to the email template | Community (acumatica.com)Dynamic link for Task email template | Community (acumatica.com) I want this link to be able to navigate back to an Acumatica Screen. This is what I have in the template: ((GeneralInfo.notificationSiteUrl))/Main?ScreenId=EP301000&ExpenseClaim.RefNbr=((ExpenseClaim.RefNbr))This is what it looks like when the email is sent: I have also tried copy and pasting the URL into the template, but even though the RefNbr would change each time, when you click on the link, it always takes you back to the claim screen where the I copied the URL.Any ideas on how to fix this link?Thanks!
