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Hello!we have a problem occuring for one of our customer with multiple customers.They… 1) Create a Business Account 2) Convert the Business Account to a Customer3) Create a Sales OrderBut even tho in the Customer Account are Values entered for the Address and the AcctName, the fields in the Sales Order are empty and won’t show up. Checking and unchecking the override checkbox for the shipment/invoice address doesn’t help. They will only show up once we manually go inside the customer and edit the AcctName (add a +, save, remove the +) and do the same with the address. What kind of magic is this and how is this happening? Any ideas?And how to prevent it? Any way to create a GI that see when a new customer is created and automatically does what we do manually? (Edit AcctName back and forth and address..)?GreetingsP. S.: If this is the wrong Sub forum, please move it to the right one.

How to delete all stock item/non stock item records?I have uploaded 300k records and I would like to start fresh again. So far I have found nothing to mass delete that amount of records in one go, the closest is https://nexvue.com/acumatica-tips-tricks-how-to-enable-mass-delete-records/ that I can only select all records on a paged result, but I need something like “select all” option that beyond the first page, like in Gmail.Happy to do it via API if it’s possible, but an UI would be better.CheersJames 

Hello everyone, just need to clarify this with someone in the “know”...so my company has a Perpetual License for 10 Tenants., does this mean I need to have the tenants in the same database? and same server? Thanks in advance!mrivera67

Hi ,I tried Create a Tenant with the U100 Dataset, when i tried import snapshot has error message below.  Does anyone have any advice, thank you

A customer has asked what the “Parent” field is for on the Tasks screen:I have searched through the documentation and can’t seem to find where that field is defined.Can anyone help?Thanks!

We are getting this error doing any search on all tenants on the server and if you hit Transactions and Profiles tab or Help Topics tab we get an error. works on Menu items and Files. No matter what we Search

I have added a selector type attribute UDF to the Customers form. The selector is pulling results from the Salesperson table, but it is showing inactive salespersons in the results. Is there a way to hide the inactive salespersons from selection? 

after I fixed my email issue, does someone know how to resend a lot of failed email? 

Folks, I saw the demo live in Vegas, and I caught the video again. Now, I am curious and want to give this a test drive on 2021 R2. Where can I find the instructions/guide on setting this up?  Anyone with any intel/experience on using it / managing version control? My potential use cases: Marking up annotating AP Bill attachments as part of the Approval Workflow  Marking up some key files attached to element in Project module PDF Reports from AIA Billings  PDF Report from Purchase Orders and Subcontracts 

Hi Guys! I am now exploring the Acumatica Wiki and my project is to set and create a wiki for all of the existing GI, and Dashboards to help our users much more.  Is there a way i can reflect the created wiki on the Acumatica Help, on the form reference just like on the image.   

I'm trying to find where “Other”, located in Service Orders, can be located on the Mobile app. Please help, thanks.  

I am setting up a business event to notify a controller about new vendor creations occurring in the system.  Everything works on the notification email except they want a link to click on to take them to the vendor record.  It takes them to the vendor record but doesn’t fill in the vendor acct_CD so it give them a blank vendor screen to create a new vendor.  Can anyone look at this html code and see why the vendor acct.cd is not be sent through the URL link?<p class="richp"><a href="https://URL/Main?CompanyID=Test&ScreenId=AP303000&AcctCD=((Vendor.acctCD))" target="_blank"><br>New Vendor</a></p><p class="richp"><br></p>Thanks,

I created a new restrictive role that has very limited access to a few screens.Now other users who do not have this role see less in their menus.I have seen this before.I believe it may be possible that items that are “NOT SET” may be lost on these other users when I created the new restrictive role.Does anyone have a way to have my new role not affect any users who are not assigned to it?Thanks!

Hello, I am new to Acumatica and trying to figure this all out. We created a new Company, Branches, ledgers, etc and from that we created our Customer and Lease. We are trying to post a payment, but we are getting this error message:Inter-Branch Transactions feature is disabled.What does this mean? Thank you. 

I have a Business Event that Triggers off a generic Inquiry, once a day at a set time.I want the activity to be logged under the Vendor.If I run the report manually the activity is being logged under the vendor, when the email is generated.When I trigger the business event using the Notifcation Template, an email is generated but the Activity is not logged to the Vendor.Any ideas on what I am missing. Here are the images of the notication template. Notification template  Link to Entity and Account filled I believe the activity should be logged based on setting on the Notification Template.The business event and Schedule are working. I am including the business event.  This is the Mail Setting in the report. Just in case this information is asked for.   Again, when I run the customer report the activity appears under the Vendor.Any help would be appreciated. Matt

We want to keep track of the vehicles we own and use in servicing our clients. We want to be able to also track any costs to repair or maintain each respective vehicle over time. When creating a vehicle, we can enter purchase information but I do not see anywhere whereby we can track expenses incurred over time for the vehicle. Should we be using some other module to do this? Should we be creating individual internal projects for each vehicle to track costs against them? Any thoughts? Thanks, Joe

The GI created using the ARPayment table shows the correct amount of the payment.  However when there are multiple invoices being paid by that invoice, that amount showing as being the amount of the payment is equal to the last invoice, not the total payment made by the client.  This is regardsess of whether or not the formatting equations are used or just the data field.Notification GeneratedThe amount shown should be $25876.26 

Hello,We created a UDF on the Change Orders Screen We want to restrict some users from being able to change the value of this UDF, but they need full access to the rest of the Change Orders screen.I do not see the UDF in the security tree for Change Orders as I expected.So I tried restricting “ANSWERS” to VIEW ONLY and can still change the value of the UDF when logged in as this user.How can I make this VIEW ONLY for a role?

Hey guys,Have been tasked to add a production order maintenance side panel onto Appointment details and Sales orders screen. I am finding it tough to merge the tables in order to achieve this.Any recommendations? 

Hi Team,Maya i know how to create “Tree structure “ for a customized selector field in acumatica. Please help me on this.Sample like this: Regards,Ramya

Hello,We have items that we to secure in such a way, that the user can add new records, but they cannot edit existing records.  Acumatica had a “Insert” restriction level.  However, it also includes the ability to EDIT existing information.Is there anyway to give users the ability to enter data, but not edit.This is for projects.  We want to ensure that projects are ONLY changed via change orders. 

Hi Team,May i know how we can a customize a selector field to show all the employees belong to the current employee workgroup in Time card screen.Please help me on this. Regards,Ramya

We’ve come across several vendor contacts where “Deactivate” is greyed out in the Actions menu: Any idea what could be causing that and how to get around it so we can mark these contacts as deactivated?

I have BigCommerce B2B sandbox, customer reference number is available in BC checkout as a optional field. P.O and CC are the payment option.When selecting P.O as payment, everything is good, P.O number is imported to its right field in AC which is Customer Order Number. So here is the issue, I want to make use of optional field, customer reference number, and once a customer select a CC as a payment option, that field should be in Customer Order Number field in AC. So we did mapping, Customer Message to Customer Order, however AC seems to ignore the mapping on that field, its just weird that I map same customer message to different field in AC (like description) and its working fine.. 

I set up an approval map for this.Assigned it and the notification template in AP preferences.Everything seems to work, except the email notification doesn’t get created.The system email account is set up and active.The employee on the approval map is extended as an employee and has a valid email address.Any thoughts?