Everything Else

Hi guys,we need our backoffice employees to clock their time card for internal projects such as Administration, HR, Finance. Currently the Approval Status of the employees’ time card is “Not Required”. Where should I set up the approver? Is it in “Projects → Tasks → Approvers”?By the way, could someone please tell me if there’s a course about time card that covers most of knowledge needed to use “Time and expenses” module? That way I can get the whole picture instead of asking one question at a time here in the community. Many thanks!

Is there an online list of Acumatica Partners in European countries? I have a lead for Spain. Maybe create a section in the Discussions Forum called Overseas Acumatica Offices and Partners. and post the contact information for each office and partner. Sometimes an overseas company has a major office or plant in the USA. This requires to also contact the main overseas HQ people during prospecting., Thanks for your helpToon SixToonSIx@intercs.com 

Hi All,Am I missing something here, I see you can easily do mass emails (Marketing | Mass Email). But I can’t see an easy way to en mass create a load of Tasks / Appointments for members of a Marketing Campaign or Marketing Lists. Within both options you can create an activity, but it seems just for that List/Campaign but they don’t seem to have any links to the members within. Example Scenario - I have a Marketing List of 100 members, How do I easily create a Task/Appointment for all 100 people? I don’t always want to email them and want to set up tasks for users to then call them. 

I ran into an error when publishing a customization project that I haven’t seen before:  “The '<project name>' customization project contains a prohibited database script”.  The customization has published without errors and the db script in it executes fine on many different Acumatica instances except for this particular one.  The db script just drops a view if it exists, and then creates the view.  The Acumatica build is 21.115.0017.  The error shows up right away after selecting Publish.  Did I miss something in the release notes somewhere where certain db commands are no longer allowed in scripts, or could it be a licensing or permissions issue of some kind?

Should I be concerned if the update completes despite having ‘aborted’?

Anyone know how to remove send reports from the list?When I click on selected and process - it does not process the selected item but rather the item that has cursor focus? How is that to be fixed?Would like to be able to Edit the Template Name, how?

Is there any way to auto or manually merge cases within the case management module? RegardsAmrit

Hi there,Does anyone know how we can improve the Wiki search functionality? Although it does work, it's hard to understand how it works, e.g. how things are prioritised in the search results? Presumably relevance, but if I search a specific keyword string from an article we have written, it doesn't necessarily appear at the top of the search results. If anyone has any advice or suggestions, they would be much appreciated.Thanks!

Does anyone know if you can create the Customer Portal for B2B on a local instance of Acumatica?

Does anyone else have this issue when creating a support case?I seem to be missing scroll bars in the case window and can not get back to the top / header of the case.  I have this using Chrome and FireFox and clear cache does not resolveAs shown below once I filled in the detail section  I only have the cancel or submit as options and if something is missing in the attributes can not scroll up to correct I could create a word doc and attach to case as a workaround but feel I should be able to put in all my details in the details and still get back to the header    

Is there a way to search cumulative release notes for a given version of Acumatica (ie: all build release notes for 2020 R2 as an example)?  Prior to creating a support ticket, it would be nice to be able to search release notes for potential fixes in subsequent builds.  Currently it seems that I need to find each build for a version and then download, open and search through the PDF release notes.Is the known issues list the one stop shopping source for any issues fixed in a build?

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?