Everything Else

Hi we are looking at Acumatica as a new system, but a key thing was trying to get a feel for the system. i was wondering if there is a spin up of Acumatica, where i can get a feel for the system. Youtube video look good but dont really give the feel being hands on.

Our company is changing from individual meal expenses to a Per Diem scenario.  The concept is that, as an employee submits a hotel receipt to confirm an out of town stay, they can then enter a Per Diem expense for each night of stay.  The Per Diem would be a set price (e.g. $10) and the employee would enter a quantity associated with the Expense Item or Per Diem (i.e. $10 x qty 3 nights = $30 total).  The hotel stay is charged to a corporate account, and the Per Diem would be associated with a personal expense so that it would be reimbursed to the employee.I had no issue creating the additional non-stock Expense item of Per Diem.  What I attempted to do was to was set a default price for the Per Diem item in hopes it would show up in the expense receipt entry of the phone app.  However it does not, it comes up with a 0 value that then needs to be entered.Is there any way of getting this to work as we desire, or does the expense process not pull price/cost info from the NS item?Note - W

I’m trying to configure ACRM and HubSpot, using the HubSpot Data Sync. I can’t for the life of me figure out how to get our ACRM fields to appear for selection in the mapping.HubSpot support can’t assist any further and told me to reach out to ACRM support.Has anyone used this? I’m wondering if it’s my role within ACRM.

Hello, Our purchase orders were being approved ‘manually’ (without the approval map). We tested an approval and assignment map in a training tenant and it worked fine. We imported the map into the live tenant and  now no one is able to approve purchase orders. I removed the approval details on the purchase order preferences, and this does not allow purchase orders to be approved, in fact, the approval step is not available (grayed out). Has anyone encountered this problem before?

Dear Partners and Customers,We are pleased to inform you that problems with creating and reviewing cases and opportunities on Acumatica Customer Portal is fixed. We apologize for any inconveniences brought by the issue.

We want to create a new case when the Send button is clicked on the email activity.  We have setup Incoming mail processing for delivery@barefootspas.com.  This works if we send an email from an external source to delivery@barefootspas.com a case gets created.In the email activity screen we have setup a template that includes delivery@barefootspas.com on the CC of the email.  the TO: is the customers email address.  (see screen shot included).In this scenario, the email is received but the case is never created.   We have tried to put the delivery@barefootspas.com email address in the TO field along with the customer email, in the CC field and the BCC field.   The case does not get created with any of these settings when sending the email from the Email Activity.Any help is greatly appreciated. 

@Chris Hackett JFYI,  

I have 2 accounts in Acumatica Portal, one is with previous company. Both email ids are same, so I could not take the learn and certification pages. This error is showing “Sorry, that email address is already used!”. How to remove account with previous company profile. Thanks in Advance

Hi Community, I have used the segmented keys part of Acumatica to increase standard field lengths, but have not found a way to increase the standard length of a combo field for an attribute. It is set at 10 by default. Is there a way to increase this default to accept longer strings than 10? I am using 2022R1.  Thanks! Patrick 

How are your clients handling the scenario where one contact needs access to multiple business accounts/companies? I know one way is via the parent child relationships but not all of my clients situations can be resolved in this manner. Is there anyway to handle multiple business accounts without creating a user for each separate account?

I can not change the default address on a customer record or vendor record. The override check box does not actually override the record when you try to print a copy of the invoice.  We have been creating new customer accounts and new vendor accounts when needing to update a new record.  Any suggestions on what we are not doing correctly? Thank you in advance for your help,Lisa Z.

Hello guys, I’m planning to migrate from GoDaddy hosting(domain,email,website) to Microsoft, Since most of the applications like outlook etc. that we use are provided by Microsoft.Is anyone here using Microsoft hosting services to kindly assist me on how to go along with the migration?Kindly assist here on how to go along with this, Hosting on GoDaddy expires in some few days and I need to migrate to Microsoft before then and not wait for next year. Any kind of response will be highly appreciated. Thank you all 

when click trace its showing like this. 

I created a very simple parallel approval on projects based on branch.  There are two identical steps, the only difference being the employees who can approve the quotes.  After that are two steps relating to other branches.No approvals are being generated at all.  Am I missing something or is it a bug?   The second step for Suzanne is identical to the step for Danie except for her employee code.The same concept in PO’s is working.

I’m looking to see if the Bill To Address on a Sales Order can reflect the Address of a Contact or a Location without using code. Thoughts?

Hi,I do not do any transactions in acumatica but I am part of the support team (we just started using acumatica). I am wondering is there a documention per module I can read on so I would know the workflow (like, what goes first- SO, shipments, invoice), then what’s next. Or what Sales team are coordinating with Inventory staff and Accounting staff for. I know this is very generic, but I’d appreciate any idea that could help me have a little glimpse to how they work. Any documentation would be fine.Thanks!

I have a customer who would like to be able to create a quote from a lead.Could this be done with a workflow change?

When trying to enter a support case ,it is giving an error, requiring a case id.

I am trying to email a quote from the mobile app. How would I do this?

Hi all, we have a Business Account attribute CSREP (combo dropdown for customer service representative). We have former employees assigned to hundreds of business accounts that would have to be changed by hand, manually. Is there an easy way to do a mass change of CSREP from say “John Doe” to “Susan Smith”? Thank you!

Hey Everyone, Recently we migrated to a different hosting server and some users started to experience issues with the Sidebar. It keeps spinning forever like in the image below. Some users are using Edge and others Chrome and it happens with both browsers, not necessarily at the same time and not everyone is having this issue. The only thing that helps fixing the issue is clearing the browser Cache, but days later it happens again.  Just wondering if anyone experienced this issue before? It may be something server side related...any insights are much appreciated!! We are in the 2022R1 versionThanks in advance!

I have created a stock item with Standard Valuation Method and have updated the pending cost and default prices as shown below: But upon processing 2 step transfer, the total (COGS) costs aren’t getting calculated. Kindly guide me out if I am missing out something here.

Hello,We want to give some of our customers very restricted access to Acumatica.  Just a few screens, and we want them to only see their own customer ID’s records and reports.However, the way restriction groups seem to work this will take a lot of maintenance.I can create a group, assign the user, associate a customer ID, and they still have access to ALL customers unless all of the other customers belong to a different restriction group.Is this correct?I can’t just say “you can only see this customer ID and nothing else” without creating and maintaining other restriction groups?I feel like I am missing something basic here in my understanding.

Hi,Is there a central location for a list of database changes per release?  I saw a pdf for the database changes associated with 2022R2 but for the life of me, I have not been able to find it again! Thank you in advance!

When trying to setup an approval map, i noticed that under the customer entity it is missing a field that would be nice to have….”Price Class”. Does anyone know if it is possible to add this field to the list of values that appear here:​​​