Everything Else

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/)

How do I edit the order of the SECTIONS on a wiki? These would be the wiki headers like REFERENCE, END USER, etc in the ACUMATICA EDUCATIONAL RESOURCES help link. The order seems to be random with different sites and I’m trying to get END USER set as the top section instead of REFERENCE.Thank You!

Trying to provide access to a user for adding vendor locations. Receiving this error.  Anyone know where I can find this on Access Rights?

I have been trying to test the mass emailing feature, with the U100 dataset, but while processing, the below mentioned error is getting triggered:Kindly guide me out the reason of the error getting triggered and how to resolve it.The below mentioned email ids are being used to process the emails. Thanks.

I am creating a business event using a GI that returns a count of records in the SOOrder.CustomerOrderNbr field.  We use the GI to search for duplicate values in that field and the GI has a ‘count’ field in the results. The business event needs to trigger when that count value is greater than or equal to 2.  I have not been successful with returning the correct values.  It sends each new record inserted instead of following all the conditions. My conditions (Operations) are where there is a Record Inserted and the Count of the customer order # field is >= 2.  It seems to be ignoring the count condition.  I am new to this so very well may be missing something.  Your insight and help is much appreciated.  Thanks!    

Hi Everyone,I have some inquiry regarding on the approval matrix that I need to set up.Here's the scenarioIf the Sales Agent put the Unit Price on the Sales Order less than the Unit Cost of an item. It will be subject to approval.but on the approval matrix, when I select the field name as unit cost and the condition is greater than the value is it a numeric digit, not a unit price? Is there a way to set up the requirements?  Thank you !

Is there any ability to creating “recurring” Tasks in Acumatica? We have Tasks that happen every quarter and what we have to do is to “complete and follow up” and then update the start dates for the next quarter. Is there a way to add a Task and have it appear each month, quarter, year, etc. 

Hello,     It looks like even “Audit history” can not meet my need.We have a need to log who changed POline’s qty and cost after the creation.To avoid the database grow rapidly, I just enable to log the below 3 fileds  However, the system keeps logging every time the poline is changed, by other fields, like open qty, qty on receipt... Is it possbile to log only when specific fields be changed. Like unit cost. 

I’m getting the following error when trying to access one specific Tenant: The message is displayed right after doing the logging and this issue started after upgrading to a new version(2022R1), does anyone know how can I investigate this issue and fix it ? Thanks

We have noticed a dashboard display difference between versions. In 21 R1, the horizontal labels consolidate for a more clean look while in 22 R2, the labels run over each other. Does anyone know of a way or a new setting to get the cleaner look back?2021 R1:2022 R2: