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I have this GL Error showing up when I am disposing an asset owned by CEMPLEXFL branch but wanting to deposit into my MAIN branch CASH account - that is NOT restricted by branch visibility.  It will not let me reconcile my Fixed Asset.  I am thinking the FA module is not set up correctly with the multibranch ?  Can anyone advise?  THanks  

Is there a way to restrict information mobile users can see?  For example, (with project/job costing) can a project manager only be presented with his/her specific jobs, cost codes, etc. and not the entire project/cost code, account groups?  In particular, asking this in regard to Advanced Expense Management mobile users who would select the appropriate project, etc., after OCR has run?Of course, this would apply to other mobile users who need to interact with manufacturing, distribution, etc.

Hi there -If you are viewing a Timecard, it is easy to see the total Time Spent for each line (project/task/labor item/etc.). It is not easy to see the total Time Spent per day. If the employee is working on many different projects and tasks throughout the week, it is difficult to get a quick picture on how many hours they worked for a given day.Subtotals by day on the Summary tab of the Employee Time Card seems like a quick, but very useful addition. Thanks,Derek

HI Everyone! Here are some tips and tricks on using Acumatica efficiently!  

Hello guys,How do we enable Azure AD login of Acumatica Add-In in Outlook? Our version is Acumatica Cloud ERP 2021 R2 Build 21.204.0055.Thank you in advance.    The Azure AD login is visible in web but not in Acumatica Add-In in Outlook 

I’m trying out the new CRM Task subscriber on the Business Events (SM302050) screen:  On the Task Templates (SM204005) screen, I try setting the Owner field to the AR Invoice Owner like this:  Then I create an AR Invoice with the FINANCIAL → Owner field set to Jay Parker on the Invoices and Memos (AR301000) screen:  The Task gets created by the Business Event (which is great and really cool), but the Owner field is set to my user and not the Owner on the AR Invoice.  I tried hardcoding the Owner to Jay Parker like this and it worked:  But I don’t want to hardcode. I want the Owner to pickup dynamically.Any ideas why this isn’t working?I’m on Acumatica 2021 R2 (21.203.0026)

Hi, I have had some issues when printing.      1. The wrong logo for company will print sometimes? When I apply notes they do not show when printing out? Trying to print waivers and it is coming out blank? 

Hello all,I have been trying to add the tasks under Revenue Budgets tab of the Projects (PM301000) screen. i have selected Task under Cost & Revenue Budget level fields under Summary Tab. Even Empty Item Code has been set as <N/A> under the preferences screen, but still when trying to add the tasks the system is triggering the below mentioned error. The Inventory feature has also been disabled under Enable/Disable features. Kindly guide me to resolve this issue.Thanks in advance.

Hello experts,i have been trying to enter the Tax ID that should accept alphanumeric characters. But the system is triggering the following error: Kindly let me know how to resolve this. Thank you in advance.

We are trying to clean-up what people see in the navigation panel for basic users that only need access to Time & Expenses. I’ve set the Data View screen to revoked and the “User Favorites” still appears. When I’m logged in as myself and I hover over the “User favorites” it shows SM203020. When logged in as someone with less permissions, the main screen ID is all zero’s.Ideally, we’d like anyone who has basic access, to have Favorites & the Time & Expenses workspace.     

We have recently launched with Acumatica and we are using the Acumatica Shipping tool. I have no problems connecting UPS and Acumatica from my laptop. I can create shipment, send data to UPS and bring it back in and confirm shipment all the time.  Our warehouse uses the network version of WorldShip as it is on many machines. While I can send Data to WorldShip,, when I try to bring it back into Acumatica, it doesn’t write the data,  Anyone else have this issue? 

Hello, is there a document I can find to explain what these two fields are capturing/mean? Last Outgoing Activity Last Incoming ActivityI have an assumption but just want to be sure. Thanks!

I was pleased to see the localisation icon on the front page of the portal.  I clicked GB - the Union Jack - and looked forward to seeing the dates in European format.Sadly this did not happen.  It would be great if you could fix this for us.ThanksJames

What is the best way to get acumatica System adminstrator badge?I am completing the end user courses but I cannot see a way to get the badge.Can someone please help?

Good day.One user is experiencing an issue with being about toggle between tenants inside Acumatica. The user has tog out to log into the missing tenant.  I checked the user ID/email and they all match.  I can’t seem to update or make the missing tenant appear inside Acumatica.  Strange  Any suggestions or way to change it so the user can toggle between tenants inside Acumatica instead of having to log out each time to get into the missing tenants.  Maybe i should redo is user ID in the missing tenant?  We are running 2022R1.  However, the user informed me that he had to do the same process 2020R1.Thank youEvan

We have a scenario where we sometimes need to convert lot numbers from one type to another.My question is. Is there a way to do this and have the attributes automatically carry over from the old lot number to the new lot number?

I created an attribute I would like to apply to my customers and I’m not seeing it on the attributes tab on the customer screen.  I have to be missing something.   

I have what I believe is a pretty simple business event. That rounds invoice lines for a specific customer for EDI purposes. However it only seems to trigger when a single line is added and fails to trigger when an invoice has more than 1 line on it. So basically it only triggers when a single record is inserted and doesn’t trigger when 2 or more are inserted.Any ideas on why this fails? Thanks

Good day,We have a client interested in migrating from PCS to Acumatica SAASIm unable to find any good documentation on what to do, other than there is a fee from Acumatica to test the SQL backup in the SAAS environment.Can someone give further details or point me to documentation or FAQsThanks

I have a customer who does their price markups based on breakpoints (i.e. the higher the qty the customer orders, the lower the markup %).I know the discount process can be configured for breakpoints, but I haven’t been able to find a solution to do that for markups.Any suggestions?

i know that delegates allow you to enter/view a timecard on behalf of another employee, however is there a way to set up a workgroup that would accomplish the same thing?  the goal is to easily add new employees to a workgroup vs. individually updating the employee record.

Hello everyone!In Acumatica, we are dedicated to provide the best support for our partners and customers. This requires constant improvements to the process of working with cases for both our clients and Acumatica Support.Last week, we’ve updated process of closing cases from Acumatica Customer & Partner Portal. These changes will help our clients to evaluate if the solution provided by Acumatica Support worked, to classify if the case is no longer actual for the client, or if it was resolved without our assistance, and leave the additional comment upon closure. It will help us to gather better statistics on how fast Acumatica Support provides solutions and how many cases are being left without one.What differs from the previous process:There is a new step when you use the CLOSE CASE button (1) from the Portal which asks you to specify the reason for closure (2). Additionally, you can leave the comment (3). Please note that this doesn’t substitute Customer Satisfaction Survey.Here

Hi, we have automated emails each night to send copies of invoices, which are working fine. However, when we make a sale of type CS (Cash Sale) and quick process it, invoice emailing fails with the error “There is no active notification source to process the operation.”Cash sales are setup with “Email Invoice” and “Release Invoice” ticked in the quick processing tab, within the Order Types setup page.See attached image showing the error, which occurs as part of quick processing.Our local partner has been unable to fix this problem after 5 months, so are now reaching out to the community in hope that someone knows.  Thanks!Geoff 

I have built a GI against projects (we have an attribute called "delivery date" ) to give our delivery drivers a view of what they need to deliver to site from the facory today. The GI works nice and comes across to the mobile app real well, but I want to have it so that the delivery driver can tap on the project in his filtered view and it will open the correct project for him to upload photos of proof of delivery directly to the project. Currently they have to jump out of the delivery view and search in the project for it. Example of how today's deliveries look in the app... If only we could just tap on these … 

I’m trying to add a the Qty. on Supply from the prepare replenishment page to a Custom GI page. I tried different ways to link the relationship but I can’t get any numbers to show up. Can any help guide me on what I did wrong in the relations?