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Acumatica product questions which did not fall into any other category

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DBowersAcumatica Customer Success

posted in Everything Else

What online "Live Forum” topics would you be interested in?

Calling all customers! If Acumatica hosted an online monthly “Live Forum” event what topics would you be interested in? Lets imagine we held an online event monthly for an hour, there were 4-8 virtual breakout sessions, you could join any of the live sessions, move around between sessions, and have an open discussion about the session topic. There would be a moderator in the room who had experience in the session topic, but there would not be a formal presentation (and would not be sales oriented). It would be customers sharing with other customers. I’d love to hear all your topic ideas! Diana BowersSr. Customer Success Manager

3 years ago

sheilao08Jr Varsity II

asked in Everything Else

Inactive Contact appears in autocomplete and lookup on an email activity

I have a contact that I have marked inactive. Yet when try to send an email and I start typing, the autocomplete still shows that inactive contact. Also if I click on the lookup on the “To” line of the email activity the inactive contact appears there as well.I know you can turn off autocomplete under the user profile, but I do want autocomplete on. Is there a way to remove past autocomplete entries so it “Forgets” the contact which is now inactive who I may have emailed before? Is there a way to change the Lookup so that Inactive Contacts are not listed?Seems like code(logic) should filter out inactive contacts.

3 years ago

arlinewelty93Jr Varsity III

asked in Everything Else

Alternatives to logging email activity - Apple Mail

Hello all,Curious about options here. Instead of using Outlook for mail, some people use the apple Mail app on their Macs.If they’re not interested in migrating to Outlook to use the Acumatica Outlook Add-in, what are their options? (On 3/10/21 I didn’t come across any options in the marketplace.)Could I drag/drop an email from Mac mail into Acumatica to log activity, for example? I don’t expect that to create a contact but perhaps there’s some level of compatibility we can help them achieve.Thank you for any ideas.Arline

3 years ago

arzala

asked in Everything Else

Global search can not search inside Tables of wiki pages

During creating various pages we have found that information stored in Wiki Table is not searchable by Global search option (Top left search bar)However whatever content which we put outside Wiki Table (anywhere in the page) becomes searchable. Could anyone suggest whether this is a Bug in Acumatica or do we need to do any settings or follow any steps? We use following version:Acumatica 2019 R2Build 19.208.0051

3 years ago

woodyg84Jr Varsity III

asked in Everything Else

Error "invalid incomplete base64 4-char block" shows for an incoming email

Attachment is zip file and size should be allowed. Email is processed into Acumatica but attachments were lost. No happen often but it did happened couple times. Thought it is POP3 issue but not sure.

3 years ago

bsmith38

asked in Everything Else

Customer Support

Is anyone here having horrible support on the weekends? We’ve been recently acquired and we are trying to change our calendar to match the company that bought us and we are trying to test the change by copying our data into a test company. We have left over 10 messages since 9:00PM EST last night and absolutely NO RESPONSE and it is now 8:00 AM EST. If $250 an hour gets you this support then I have to scratch my head!!!

3 years ago

brianr35

asked in Everything Else

Business Events - Send to Owner

I have created a business event to send an e-mail to the owner of a case on a certain date that is set by an attribute. Everything is working fine, but on the subscriber section I can only chose to e-mail the person that created the case or last modified it. In our organization that isn't always the owner. Is it possible to e-mail the owner of the case?

3 years ago

LourensmFreshman I

asked in Everything Else

Wiki Site Map

How can I expoert a Site Map on Wiki to Excel. Is it at all posible?

3 years ago

dougmcbride79Semi-Pro I

asked in Everything Else

How to access Acumatica "Chat" support?

How can we access the Acumatica “Chat” support as part of the Acumatica’s Direct Customer Support Services (Acumatica Standard Support)?

3 years ago

bmcnaughten82

asked in Everything Else

Test Scenarios

Hello,Can someone explain to me what a test scenario is and how to create one.I need to create Test Scenarios for general ledger, accounts payable, accounts receivable, and fixed assets. Thank you,B.M.

3 years ago

garrettrochell00

asked in Everything Else

Customer Contracts: Notes carrying through to invoice

Is there currently any way to set it so that the notes from each of the detail lines of a customer contract will carry over to the invoice when created?

3 years ago

TimRodmanSemi-Pro III

posted in Everything Else

Vivaldi Web Browser

I'm curious to know what Acumatica developers think of the Vivaldi Web Browser. I've been using Firefox for Acumatica, but I'm considering switching to Vivaldi.

3 years ago

ray20Captain II

asked in Everything Else

Document Status Issue： Problem reported and A suggested solution

Hello， I am sorry, but I have to report again, in 2020R2, I met status issue again.Look below: The status of SO is obviously should be completed, because shipment had already been completed. It looks like in 2020R2, due to unknown reason, we got now and then status issue.It is not rare cases, it happens every week. And other users have also confirmed this kind of issue. It might be the new “workflow” mechanism has some issues in it. Before the developing team to find the root cause, I do believe a manually validation would help.See my idea below: That user manually trigger the system to recalculate. Like the issue I show above, the system would know the shipment has been completed and so the system can modify the so status to correct.

3 years ago

pmarotta50Freshman I

asked in Everything Else

Notification Templates - from Send button in Reports

On many of the reports during the print process, there is a Send button. This button would generate an email using the data fields from the screen or document. In report designer, you can fill in the data or associate it to a Notification Template. NOW in A2020R2, this functionality seems to be lost. When you hit send, the data is not translating from the document and shows to coded values. What a loss of functionality. Clients frequently may have multiple templates associated with the document and were going to Actions to select the template. The screen shot below is for AP payment register so you can email the Vendor the details that the check was applied for.For AR Invoicing, will this functionality be taken away? How will it be replaced? Business events still use Notification templates. So do the AR preferences and other documents. Within the Notification templates, there needs to be a way to have better formatting as well.

3 years ago

lakshmim85Freshman I

asked in Everything Else

How can we save huge xml response into DB?

Hi All,I want to save the huge xml response in SQL Server.At present, I am trying to convert total xml response to string and saving to DB, but here total response is not saving as the content is very very big.So want to try like saving the response as it is like xml. Is it possible to save like this.. If yes may I know the possibilities / approaches please.Thanks in advance.

3 years ago

jslusher77Freshman II

asked in Everything Else

Change the Opportunity Source list

In the previous versions of Acumatica you could go into the Automation Steps to add values to the Source drop down on Opportunities. There are no Opportunity StepID’s defined in 2020 R2 so how do you go about changing that drop down list?

3 years ago

mcomanJr Varsity III

asked in Everything Else

automation schedules where does the time come from.

We are trying to create a business event that is sent out every Friday prior to everyone getting to work. We are a world wide company so the start times are all different. What time would the automation schedule use to send the reminder out? The originators time zone, branches time zone?? Thanks

3 years ago

jknaufVarsity II

asked in Everything Else

Site Restarting Due To Memory Leak

We are experiencing that our site is restarting several times throughout the day causing a lot of issues for us. These don’t happen at regular intervals, so it’s not a scheduled IIS process issue. I’ve been keeping an eye on the System Monitor to track our resource usage. I noticed that shortly after a restart, even with peak traffic we never use more than about 3,000 MB at a time. However throughout the day this will slowly creep up until we hit our limit and then the site crashes and restarts again. This makes me believe there is some sort of memory leak.I attempted to troubleshoot this with the memory profiler DotMemory, however upon starting a profiling session DotMemory immediately complains of high GC pressure and pinned objects in Gen0 then crashes after about 5 minutes. I even unpublished all our customizations and got the same result.So I guess my questions are: Does anyone else experience these crashes? If so do you notice your memory creeping upwards like we do? Do you have

3 years ago

woodyg84Jr Varsity III

posted in Everything Else

Linkcommand for location column in Orders tab on CR303000 (business account)

When clicking on the locationID in Orders grid on screen CR303000, system redirect to location screen, but not loading correct customer location.

3 years ago

woodyg84Jr Varsity III

posted in Everything Else

Lead class change will delete owner of the lead

We are using 20.104.0012, did not set default owner for each lead class. owner field of lead is removed after changing lead class committed. I think this is a bug.

3 years ago

ray20Captain II

asked in Everything Else

Why the "reminder" of event only pop up on the host user's screen?

Hello, Per our test, even if the attendee has accepted the event with reminder.The reminder did NOT pop up on the attendee’s screen at the reminder time.Only the host will see the reminder. Is it a bug? or is it designer to do so. Please advise.

3 years ago

feliperrFreshman I

asked in Everything Else

Web access as chubb

Hi, How can I access to the company Swetlife &Fruits as the video training says, I want to practice.

3 years ago

nrosenberg41

asked in Everything Else

Released Quick Check showing as 'Balanced' on Bank Reconciliation.... Twice!

Can anyone suggest how I might fix this? I have a Quick Check that was released and voided in Payables/Quick Checks. It hit the GL correctly and the transactions were cleared on the Bank Reconciliation. However, the Bank Reconciliation module still shows the Quick Check as two open Balanced transactions. When I click on the hyperlink, it takes me back to the Released transaction. Any idea how I can remove these from my Bank Rec? TIA!

3 years ago

nphillippi74Freshman I

posted in Everything Else

Sharing Short Tutorial Videos of Acumatica Quick Tips

We publish a new Quick Tip every Tuesday. These are one to two minute short tutorials or How To Do some of the usability features within Acumatica such as setting up user interface favorites, search functionality, attributes, etc. Please check them out here: https://cfbs-us.com/acumatica-quick-tips-channel/ Thanks and if you have ideas for new quick tips, please let me know!Nancy Phillippi214.347.7428

3 years ago

Andrew1986Freshman I

asked in Everything Else

Print and Email Settings within the Customer

Hi Team,Could you provide a description how I can receive Send Invoices by Email checkbox using API?I cannot fina a link to the API description.

3 years ago

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