Everything Else

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.

Hello-We are having an issue with the OrderDate field on SOOrder. When you create a new order, it automatically populates with the ‘current date’ - however there appears to be a timezone discrepancy / bug.Order created on 11/29/22 at 10:53 PM:OrderDate field automatically populates with date 11/30/2022:Both the timezone of the user, and the timezone of the site in ‘Site Preferences > Login Time Zone’ are configured to be Eastern Time:  Does anybody know how to set the timezone the system uses to fill the OrderDate field?The wrong date is resulting in discrepancies in our reporting numbers. Thank you!!

@Anacarina Calvo @Cesar Betances Customers of Field Service need to be able to schedule estimate/measurement appointments and provide their prospects with a quote.  To accomplish this, and minimize the errors and clicks, I have added an action to the appointment screen to create an opportunity.  It works perfectly in the UI and I can field update the opportunity with the customer id, contact info and a UDF to be populated with the service order nbr for linkage. My main issue is that it is not redirecting in the mobile app and I am out of ideas on how to make this work.  I am not a developer but am very dangerous in no code workflow/customizations.I have tried several combinations of various parameters and window modes.  When I click on the action in mobile it looks very much like it would like to redirect to Opp screen but it never does.  Help?? :-)     David

When clicking into any Notes, the cursor no longer automatically selects the text entry field.  You have to click again to begin typing.  I know this seems like a minor thing, but this group of users collectively edit Notes probably a few hundred times a day, so there’s a lot of mild annoyance flying around. After upgrading to 22.111:must click before you can start typing In 21 R1:window gets focus and user can start typing 

Hi Everyone,Can you please help me how to download Lexbizz instance in local machine?

Has anyone ever had to extract PaperSave document attachments in Dynamics GP and then migrate them into Acumatica for AR and AP history?  Any good tools for this?  What was the best approach?

What are some areas in Acumatica where predictive analytics or true AI could help with managing administration, helping users with repetitive tasks, or generally making the system more valuable? Some of this could be done with notifications and business events, but I’m think of something even more advanced. (Ex: Month-end close? Notifying users of situations like low inventory? missing tasks? Unfinished activities? Orphaned transactions? Bank rec? Import or integration management? Case management? Customer/Billing management/)