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Everything Else

Acumatica product questions which did not fall into any other category

  • 828 Topics
  • 2,765 Replies
828 Topics
N
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! 

1440
N
3 years ago
nphillippi74
Freshman I
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 

900
nphillippi74
Freshman I
3 years ago
A
Freshman I
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.  

1603
G
Jr Varsity III
3 years ago
R
Captain II
ray20Captain II
asked in Everything Else
Can I ask for a little enhancement on "Orders to Apply" function of screen AR302000 (payments and applications)

Hello,     In most cases, we apply payments to invoices.       Just some times, we would like to mark the payment for Sales order before shipment.       We want to use the “load orders” function under “Orders to Apply” tab to load orders of this customer all in once.         However, if this customer has had 1 “Cancelled” Sales order, this function will pop up errors. I know at least 2 ways to work around:1，just delete that cancelled Sales order2,  select the selection date frame to skip that cancelled SO. But both take extra and unnecessary efforts.        I truely and fully understand “canelled”, “voided” Sales order can not be applied to payment.Can the system directly ignore/skip these documents when people do the “load orders” fucntion? 

3164
R
Captain II
3 years ago
GrahamMartin
Freshman I
GrahamMartinFreshman I
asked in Everything Else
Attribute control type of "link"

Hi folks,Has anyone worked out how to create links in attributes ?One example business use - customer using Projects has added an attribute to record the portal URL and username. This is because their customers often require them to provide updates via that portal.As ever I’m trying to use inbuilt Acumatica functionality without customisation as that is what my customers more readily access. I’ve added “Text” control attributes to hold the data but can’t make them into clickable links (probably just me not knowing how).If this isn’t possible, I’ll change the question into a wishlist idea, in which case having an attribute control type of “link” would need the following inputs (I suggest):-Link URI (maybe) Link URI type (web or local filesystem) * Choice of URI Launch Type of “New Window”, “New Tab”, “Frame” or “External” - if “Frame” the link could open the portal in a frame within the current Acumatica window or load an Acumatica WiKi with the frame embedded. If “External” link should

6751
Irina
Community Manager
3 years ago
josephaugello95
Freshman I
josephaugello95Freshman I
asked in Everything Else
Dashboard: links to external sites using the embedded page DB widget

Why is it that some sites work as embedded pages in Acumatica (such as bing.com), while other sites do not work (such as yahoo.com)?

10024
josephaugello95
Freshman I
3 years ago
R
Captain II
ray20Captain II
asked in Everything Else
Strange Behavior when saving customer with deletedatabaserecord=1

This issue brothers me for a long time.I have two environments. 1 for development, 1 for production. I did the same steps as below:1, Create a new customer named "TESTID"2, Delete the "TESTID" after creation immediately. At this time, it would be marked deleteddatabaserecord =1 in BAccount table.Now, here comes huge different. If I recreated the "TESTID" in my development environment, the system allows and just update the deleteddatabaserecord to 0 and other fields updated according to new input. However, the production environment won't allow to created the customer "TESTID", says "Can not insert duplicated line into object "dbo.BAccount" with unique index. The duplicated key is (2,TESTID)"This issue also happens to other entities, such as Stock Item. So is there a switch or specific setting?I would be really appreciated if somebody could give me the right direction.

2795
R
Captain II
3 years ago
C
CRM001
posted in Everything Else
Hello - My introduction to the group

Hello,I am Claudio Martin, I have been a JDE employee in the 90’s and then a free lance consultant for more than 20 years. I just started working with Acumatica thanks to an sponsorship opportunity provided by one of the Partners (not sure it is ok to disclose). I have 5 badges so far and working towards my Construction Consultant badge also. I live in Albuquerque, NM (USA) and thanks to my consulting career I’ve been able to travel all over and learning different cultures but, as you know...this have all changed due to the pandemic. I look forward to hearing from you and if I can answer any questions or you would like me to test something in Acumatica please let me know. I am new to the navigation but I believe best business practices and industry standards are pretty much implemented the same across most ERP software. Would you agree? My industry experience is mostly in Oil and Gas, Construction and Manufacturing, and my software experience involves Distribution and Capital Asset Man

911
Ali Jani
Community Manager
3 years ago
J
Freshman I
JBeiler83Freshman I
posted in Everything Else
User experience following upgrade to Acumatica ERP 2020 R2?

A client is preparing to upgrade to 2020 R2 (Construction and Manufacturing) using a sandbox to evaluate and test enhancements of interest before upgrading.  I appreciate all the postings from Acumatica Support and others describing upgrade considerations and known issues.  This post is directed more specifically to users:  what unanticipated problems have you encountered using Acumatica ERP following the upgrade?

2222
gmercede
Varsity I
3 years ago
nphillippi74
Freshman I
nphillippi74Freshman I
asked in Everything Else
Customer Portal Usage

We have a customer that wants to begin using the Acumatica Customer Portal.  This will require some specific customizations to Acumatica and the Portal.  Before making the investment they are asking to speak to another client that uses the Customer Portal for customer self service.  Are there any customers that would speak to our client?  We do not need to be a part of this discussion.  Please let me know.  I can’t get Acumatica to provide a name since this is not a reference check; they already own the Portal.  

2362
V
Acumatica Employee
3 years ago
A
Varsity I
Andy SmithVarsity I
asked in Everything Else
User Status field

We have a user who’s last login on his user profile (SM201010) shows as two days ago, but the Status field on his user profile (SM201010) still shows as Online.  He is not currently doing anything in the system.   Just curious, does anyone know how/when that field resets to Active? Thanks,Andy

6443
V
Acumatica Employee
3 years ago
P
Freshman I
patricklong02Freshman I
asked in Everything Else
ML501000 Process Machine Learning Event / Scheduled Job

Since we have upgraded to 2020R1, we have noticed a job running daily called - Process Machine Learning Event.  Does anyone know what this does?  it has a couple of thousands events called ui/menu/node-selected that are processed.I am wondering if i can stop the job.

2775
srogovtsev
Acumatica Employee
3 years ago
J
Acumatica Employee
jenniferswalwell12Acumatica Employee
posted in Everything Else
Exciting position on the Acumatica Product Marketing team!

Acumatica’s Product Marketing team is looking to fill a Competitive intelligence position on the team. We want to broadcast this opportunity to our Partner Community. If you have experience with mid-market ERP solutions and specifically have robust knowledge base on Microsoft Dynamics 365 Business Central - we'd love to hear from you! Please refer to the posting here:https://www.acumatica.com/careers/Title: ERP Product Marketing

380
J
Acumatica Employee
3 years ago
N
Freshman I
nperez94Freshman I
asked in Everything Else
Is there a way to automate a dashboard so it auto refreshes itself?

As I know, currently the user has to open a dashboard in order to refresh it. But I want it to refresh itself on an unattended screen.Thanks

2615
T
Freshman I
3 years ago
S
Freshman II
sdoskyFreshman II
posted in Everything Else
Add @Acumatica.com to your email whitelist

Acumatica sends out Newsletters and educational webinar announcements that you may be missing. If you look in your Junk or Spam folder and find that our emails are ending up there, I recommend you add @acumatica.com to the Never Block or Whitelist in your email client.

520
S
Freshman II
4 years ago
J
Freshman I
jvinski71Freshman I
asked in Everything Else
Universal search of words with letters that have accents

We work in French often and some French words have accented letters. For French words with accents, we cannot use any search fields without putting the accent on the letter in our search, or else it won't work. For example, if we only type the letter "e" with no accents the search field only picks up "e's" with no accents but it would be beneficial for the search function to pick up all "e's", accent or no accent.

1611
Gabriel Michaud
Captain II
4 years ago
B
Jr Varsity III
bduprey51Jr Varsity III
asked in Everything Else
Expense Receipt Recognition

I would like to confirm that the Expense Receipt Recognition is available via the Mobile app only.  Is this correct?Do you know if there are plans to add this via the URL?Thanks.

3272
B
Jr Varsity III
4 years ago
K
kristenm02
asked in Everything Else
Lien Waiver Naming

Is there a way to change the Document Category for the partial lien waivers to say “progress” instead of “partial”?

1011
BenjaminCrisman
Acumatica Employee
4 years ago
S
Jr Varsity II
sheilao08Jr Varsity II
asked in Everything Else
Restriction Group for non-stock item not seeing Inventory Item Access form

I want to have only certain users be able to access some specific Expense Accounts that are tied to non-stock items.  We are using non-stock items but not inventory.    I have enabled Row-level security and created my restriction group and have also created the restriction group by GL Account and that is working and only the users that have access can see those GL accounts.  When I go to the non-stock item, and click Actions | View Restrictions Group, I receive an error "The requested resources is not available.  The required configuration data is not entered on the IN Setup form."  If I enabled Inventory, I now see the option.  Does inventory  have to enabled to use the Restriction Group feature for non-stock items?  If so, what is the minimal setup of inventory that has to be done and is that going to affect anything else in Acumatica if I’m not using inventory?

7042
V
Acumatica Employee
4 years ago
Travis
Freshman II
TravisFreshman II
asked in Everything Else
Trouble Setting Up a System Email Account

I have 2 tenants in our Acumatica install (single server). Test and Live. On our Test tenant I was able to get a System Email account added, setup and working perfect. However on our Live tenant, after mirroring the settings exactly like the account on the Test tenant, after clicking the [TEST] button, it just spins, and the Elapsed Time just keeps counting.I've triple checked the system email account settings, everything matches.Some notes:The spinner "Press to abort", does nothing.System Management -> System Monitor does show the running process. However the ABORT button does nothing. Also, if I click [Active Threads], it shows this error in the modal that pops up: User: xxxScreen: ~/pages/sm/sm204002.aspxCommand: checkEMailAccountTime, sec: 750at System.Net.UnsafeNclNativeMethods.OSSOCK.recv(IntPtr socketHandle, Byte* pinnedBuffer, Int32 len, SocketFlags socketFlags)at System.Net.UnsafeNclNativeMethods.OSSOCK.recv(IntPtr socketHandle, Byte* pinnedBuffer, Int32 len, SocketFlags so

202014
Travis
Freshman II
4 years ago
P
Freshman I
pmarotta50Freshman I
posted in Everything Else
Editing PO User Defined fields after PO has been taken off HOLD.

Hi, just created some PO user defined fields using attributes.  I would like to edit them after the PO has been approved.  As soon as I take PO off of hold, the fields are no longer editable. Any advise.  Hoping to avoid customizations.

2171
BenjaminCrisman
Acumatica Employee
4 years ago
F
faridemri52
posted in Everything Else
Grid Auto Populate Column

Hi ,Based on the title as above, does anyone here do any auto populate column to their grid ?I wanted to auto populate based on my selection, and the column is not from the DAC view grid. Because if it’s based on current DAC view, I can auto populate it by hide/unhide the column. 

1941
BenjaminCrisman
Acumatica Employee
4 years ago
D
DivyaGanesh51
posted in Everything Else
Acumatica is looking to hire a stellar Competitive Intelligence expert on our Product Marketing team.

Acumatica’s Product Marketing team is looking to fill a Competitive intelligence position on the team. We want to broadcast this opportunity to our Partner Community. If you have experience with mid-market ERP solutions and specifically have robust knowledge base on Microsoft Dynamics 365 Business Central - we'd love to hear from you! Please refer to the posting here:https://www.acumatica.com/careers/Title: ERP Product Marketing

520
D
4 years ago
Mudacon
Freshman I
MudaconFreshman I
asked in Everything Else
Using Templates as "canned responses"

Is it possible to send an unprompted email, or reply to an email, using templates as "canned responses" in acumatica?The only way we have found to insert a notification template is while responding to a lead submission. Everywhere else, it will only allow the insertion of "kb articles" into new emails. Is there a way to make templates available as a source when creating or replying to an email? The option only seems to work if the email activity screen is a popup. 

2014
Mudacon
Freshman I
4 years ago
Jp89
Varsity I
Jp89
asked in Everything Else
How do I see the progress on my previous ideas submitted on the old forum?

How do I see the progress on my previous ideas submitted on the old forum?

3021
Aliya
Community Manager
4 years ago

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