Everything Else

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?   

Can some guide me on how to configure an automation schedule to prepare and email statement on Bi monthly basis

Hi guys. By deleting those inactive tenants, will it free up the space and reduce the SQL Database size? Our current SQL DB size is 289GB which is pretty huge.  

How do we look-up an item in the mobile app by description? The employees have no idea what the ID is, they just want to be able to search “bulb” in a selector (Preferably on Item Lookup) and then choose the proper item, but everything I am seeing expects an Inventory ID and doesn’t allow for a description.

is there anyone who knows how to add vendor in acumatica?  thank you in advance 

Hello,As the title suggests, we’re looking to restrict users from logging in by date.We have the Construction edition and want to restrict our project managers from being able to login for a few days each month.

Overlapping Dates​​​​​​Is there a way to fix the overlapping dates on dashboard widgets without reducing the maximum number of records displayed? This became an issue after an upgrade to 2022R2. 

Why does Time Card allow Time Spent = -ve Value?  

Hi,We want to change case notifications so that the user who last updated the owner, to themselves, does not trigger the notification.  From what I can see, this is not feasible under the “trigger conditions” using the @me value.Is this possible? Thanks! 

As an admin, I have the ability to select the week when creating a time card. But other access roles cannot select the week, it is grayed out. I have already created my custom weeks in the Time and Expenses Preferences, I just need employees to be able to select their weeks in each time card they create. Any help would be appreciated!

The B2B portal, the default prices are not populating, it seems to be for things only in stock though. The base price is not an editable field. The default price is labeled base price in the portal (as a customization). Does anyone know how to get those to populate? 

We have a fairly simple requirement for row-level security on stock items, but I don’t know if it’s possible to achieve.The objective isn’t so much to restrict access to sensitive information from users as it is to hide all the unnecessary information that simply makes mistakes more likely.We are a manufacturer and would like to be able to only allow users to select the items that they need to work with. A prime example of this. Subassembly production employees should only be able to select the subassembly items that they are responsible to keep stocked. One person only builds door panel assemblies, but since they are also able to see other inventory, they sometimes accidentally create production orders for other items with a similar inventoryCD. I created restriction groups to only show them the items they build, but then they are unable to create production orders since those contain raw material inventory items which would now be hidden by the restriction group.Does anyone have idea

Hi! We’re currently revamping how we use Acumatica for our own internal CRM. We’re exploring the option of using attributes for lead classes to capture as much data as possible on a prospect such as their industry, requirements etc. This is all good information as the prospect moves along from lead to opportunity. However, when we convert the lead to an opportunity, the attributes despite being the same, do not get carried over and the data is lost/needs to be reentered. Is there any way that we can ensure the data from the lead stage gets brought forth into the future stages like opportunities and business accounts? Thanks!

When I check under “Business Accounts”, I have entities that were set up as Vendors that also show having a business account now that I sales team has entered into the mix, thus creating duplicates in that instance.  Is this an issue or how should these be set up?  

My client has asked about uploading AI files to requisitions so that the design files can be reviewed with the requisition. I want to caution her about file size and how that affects the space and affects of the database. Will someone advise on best practice?