Everything Else

Creating and Associating security rights based on a tree view can be very time consuming and very difficult to complete without undergoing many sessions. Create a Security Assignment Function where when invoked, the admin user’s environment includes a new panel to select roles based on the screen and/or field the user is present on.  See attached mockup security assignment screen 

We are a union plumbing company and allocate costs to our projects for the union benefits.  This currently gets put in thru Time & Expense for each plumber under the material tab with non-stock items we created.  It’s a fixed cost per hour.  However, we can only set the cost (in non stock items) as a percentage because otherwise it’s taking the labor rate and multiplying it by the cost of the benefits when we want it to take the cost times the hours.  Any one run into this issue and what was the fix? 

Hello Everyone,I have created a custom screen and also created WIKI article, but when I click on the HELP (?) button on my custom screen, it is not opening the Wiki article of that screen, instead it is opening the root file of the Wiki. 

Hi Anyone know that we can link the below P&L in financial report page to Dashboard , which mean we can view the below information in dashboard through a link or other method?  

Hi there! We have been facing an issue related to Myob Advance (Accumatica) Payment.When api is called with query parameter '$expand=OrdersToApply,ApplicationHistory', which gives us the error:"Optimization cannot be performed.The following fields cause the error: \r\nOrdersToApply.AppliedToOrder: View SOAdjustments has BQL delegate\r\nOrdersToApply.OrderNbr: View SOAdjustments has BQL delegate\r\nOrdersToApply.OrderType: View SOAdjustments  has BQL delegate\r\nApplicationHistory.LineNbr: View Adjustments_History has BQL delegate\r\n"Is there any solution/api/help available to get information/list of SaleOrders or Invoices on which the payment is applied. SC: 

How do you get a PO status to say closed when you end up returning all items and canceling the PO?

This seems like a simple enough question but I can’t seem to find a clear answer on it so I decided to take to the experts here!  In laman’s terms, what’s the difference between the following as it affects inventory and accounting?  It seems to me they have the same functionality, but there has to be a difference between each one, no?Credit Memo Return for Credit RMA Order Return with Replacement

We are just moving from our old system to Acumatica.  In our old system we have an email that is sent automatically a week after a shipment has been sent.We have a shipment confirmation automatic email notification going out when the status changes to shipped. Is there any way in Acumatica to trigger a subsequent email x days after that email?

Hello,we are at evaluating Acumatica cloud subscription stage:currently we have users who write/run sql select statement or view from SQL sever studio, server is on premise.if migrate to AWS, will this be a concern for us and any additional cost we need to consider?Z

Hi, Can anybody please direct me to where to find entity relation diagrams or any other  document  on how entities are linked  to each other.  For example I want to see and overview of Account payable DACs    We are running Acumatica 2021R2. ThanksHenk  

Good day,Please assist. I need to create approval maps for 29 companies in one tenant. Is there a elegant way to do this. The way I do it is with if statement for every company with three levels of Approval. There are 1000 users.This will take forever. Do you maybe have a example of a approval map for multiple companies. Or other options 

@TimRodman did a series of 18 great interviews at Summit, including one with Jon Roskill. Thanks Tim! You can check them out HERE as well as his notes from the Keynotes. Enjoy!

In the past month we have gone through a "phase 2" implementation of MYOB Advanced (Acumatica) that has seen a massive increase in the use of Attributes on Projects, Sales Orders, Business Accounts, Inventory as well as a big uptick in the number of business events, notifications (incl push notifications), GIs and reports that all reference these UDFs / attributes.  I am worried when I hear from our implementation partner that "attributes are going to be replaced by UDFs" How wise am I to continue to add attributes? (which have transformed the product to make it fit our business uniquenesses like a glove)  Is there anything you know about this @Naveen B or @Tim Rodman that could be of benefit to the wider Acumatica family to know?

Before sending an email to my final list, I like to send it out to my TEST list (which I create using my personal emails) so I can see the actual in my inbox. I did this, sent to 3 contacts (my test list), but haven't received the email yet. However, MAP says 3 emails were delivered. I'd love some help if someone has experience with this! Thanks.

Since having our system created by a 3rd party I would now like to create additional attributes within Project Task level however + option is grey. Is there something I need to do to be able to + more?

Does anybody know if you can link a file from an original document to a new document?  For example, if a file is linked to a Bill, can it automatically be passed to the Check document?Thanks -- Sandy

Hello All,      According my using experience, all documents in Acumatica after releasing can NOT be deleted anymore. Is this right?     But as I searched all help document , I did not find any words that describing this clearly?  Can anyone show me where I can find the written words. Thank you.

I want my purchasing team to be able to maintain the Vendor information on Stock Items, however I don’t want them to be able to make any other changes on the Stock Items.Is this doable through permissions/user access?  

Hi everyone - We’re looking for user success stories you are willing to share. Has your use of Acumatica helped your career? Had a positive impact? Helped you grow? Etc. Your story (with your permission of course) may be shared at the Summit. Thank you in advance for anything you’re willing to share with us!  

We have 20 clients on MySQL (2019R2) which we plan to migrate to MS-SQL (2021R1)What are the requirements for such migration exercise?What would be the best practice in doing so?Was looking at 2 options,i.e :Migrate DB from MySQL to MSSQL or SnapshotAny advice would be greatly appreciated.Thanks in advance.

We’ve created one user login for clock entry on the mobile app for labor recording by shop floor employees.  We are limiting the user login through role assignment to only display the Clock entry function on the App.  We are interested to know if this login password can be saved to a stationary android device? 

I’m trying to print the contents of a Note for a Service Request in a Notification Template. Anybody know the field reference I should use on that page? I’ve tried the solution suggested in topic “Notification Template - Invoice.Note,” which is to use field ((Document.NoteText)), but that only produces a blank line. Thanks in advance.

When navigating to Learn and cover development I was trying to access the Development T190 Training Guide.  I was then forced to login and challenged with a strange ‘Allow Request’ Screen with a title ‘Stop Spam’?  Screen attached as PNG file.

In the mobile app for 1 client the SO page is displayed differently than my others. The SO nbr itself isn’t displayed, so when my client has to find a SO by it’s Nbr he has to do a universal search. He said it wasn’t like this a week ago. I noticed there was an update to the iOS app about a week ago. Has anyone else seen anything like this? I’ve tried to find differences in customs with other clients, and can’t. This client is on the latest version of Acumatica. Also a suggestion, a separate category for mobile apps?