Everything Else

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:​​​

Hi guys, when I tried to release some of our employees time cards, the system showed error as below. I changed his currency ID in the Employees page (EP203000) to be the same as the company’s base currency and checked again, it’s still like this. What else needs to be done? Thanks! 

We need to change the report name when we export the report to PDF or Excel.How we change that export file name?

Good day,I have the role of Administrator.  My Receivable browser is missing the insert New record; the plus sign on my Acumatica Browser.How do I put i back?  Why is missing is weird?  We are using 2022 R1.Thank you for your assistance. 

Good day,I asked my VAR to change the login pics to my company’s product picture to give my users a feeling of ownership to Acumatica.  It seems that this request shouldn’t cost a customer to have this changed.  We are on SAS version with no access to update these stock photos.  The quote was for $750.00; however it is more a principle to customer service not the amount.  The company has a significant investment in Acumatica.  Charging doesn’t seem to be in the spirit of Customer success and satisfaction stated by the Acumatica CEO on his KeynoteI am hoping that the fee could be waived in the spirit of Customer Service. Just looking if anyone else has had this experience.  Not hopefully.Thank you@Evan G 

I added a Link Widget to a dashboard and attempted to add an external URL to the Description field. The HTLM I entered had an issue and now I can’t edit of delete the Widget.

the debit and credit is not match=[GLTran.AccountID_description] /* [GLTran.SubID] + ' - ' + [GLTran.SubID_Sub_description] */

Hello, community,Does anyone know of a way to tie a purchase order to an AP bill after the bill has already been released? Thanks in advance! @tgillum29 & @khowe86 

Good morning, Trying to start an Appointment, what does this mean? 

Hello,      My site has multiple tenants. I’ve designed a dashboard based on lots of inquiries. Now, I would like to “copy” this dashboard to another tenant.      The way I can think out of is firstly export all inquiries to xml, and import these xml to new tenant to generate related inquiries, and then redesign the dashboard on new tenant.     It is a way to do, but it takes lots of efforts.     Can anybody tell me is there a better way to do it?

Hello, I’m looking to automatically add an item to an order when a certain item is entered on a sales order.An example would be: User enters item ‘X’ on the sales order, and item ‘Y’ is automatically entered after it.This is useful for promotions or when we’re trying to sell certain products together. It’s easier for our sales team if there could be some automation, instead of manually entering these items each time. Thanks

Good that infotips are introduced from 2022R2 onwards.Where do the text reside?I was assuming the text for infotips are in the wiki, but no.Then, I inspect elements and saw this,How can we make full use of this?Thanks.

I’d like to add a new Activity Type for a customer, but when I click the ‘+’ button, the Class field defaults to “Activity” and I can’t change it.I’d like the Class for the new Type to be “Task” so that the Start Date, Due Date and Reminder fields are available.Is there a way to do this?Thank you! 

I used to be able to copy data from fields in a table, like the sales order details, or a generic inquiry. All I had to do was highlight the field in the table and hit CTRL+C. In the 2022 versions, I cannot seem to to do this anymore. Has it been deprecated or do I need to toggle a setting?No one wants to OPEN an invoice, when you just want to Copy the ID from an inquiry, same for Inventory ID’s, etc. Hoping it’s a bug in 2022 R2 or maybe something weird with Windows 11. This is a big loss for a lot of our functions. Thanks!

In Acumatica, program ID BC.50.10.00 in the vanilla version, refers to a BigCommerce integration. At the same, we created our own modules and one of the modules, is called Budgetary Control, with the acronym BC.  We also have our own form with program ID BC.50.10.00, which is Open and Close Budget Year.What impact would a program with same ID do, to the following areas of Acumatica?Database Site Map Wiki Form ReferencingThanks in advance.

What Purchase card program do you use?  How well does it work with Acumatica?

My understanding is that there is no functionality tied to Item Type within the system, that it is a way of categorizing data.  With that in mind, I am interested in adding other Item Types to the system to further manage/categorize Non-Stock Items.  I have not found any options or methods to maintain the list of Types available for selection within the modules.

I am lookin to see if we create one Vendor Tax Agency and put multiple tax zones for every state as well as zip codes it that would work correctly.  I know there are services out there i.e. Vertex but we are trying to do this internal and manually.  Thank you.

I processed to release AP Retainage but it didn't show up on the bills and adjustment. 

We are looking at changing our warehouse location naming convention. Is it possible to rename current locations in bulk? Or will we need to transfer products to new locations?The former would be preferable so we don’t have thousands of unusable locations stored in the warehouse in Acumatica.