Everything Else

Do approval maps engage when an existing document is changed, or only on creation of a new document.We want to know when a change occurs that changes the total on a project.This seems like this would trigger an approval anytime someone hits save on any project with a value.Does it trigger if a change is made to an existing project?  

We’re using the SAAS version of Acumatica and are still within our first year of using the application. Recently one of our users deleted an account by accident. I’d like to ask if there are best practices for disabling account deletion in general while still allowing accounts to be deleted when necessary. I assume we could use roles to determine who can delete accounts, yet it was a senior person that accidentally deleted the account, and the situation was confusing so the prompt to confirm the deletion didn't prevent it from happening. I'm wondering if a better practice might involve an approval process where any deletion requires approval by another user. Is that kind of workflow possible in Acumatica? Another idea would be to only allow account deletion in a 'super admin' account so that anyone needing to delete an account would need to log out and then log into the super admin account, and only certain users would have the super admin credentials. How is this kind of thing handled

We have a customer site that has an extended 2 hour timeout on user sessions. However, after upgrade to 22R1 the mobile app is requiring users to log in every few minutes. Is there a separate setting from the site timeout limit that can be updated for the mobile app?

I am attempting to be a new Acumatica customer, but I have completed the “Schedule a Demo”, “Have Sales Contact Me”, called the toll free, posted on Facebook, and messaged on Facebook for three weeks in a row with ZERO response from any channel.  I thought the toll free was finally going to do it, and I received an automated response of “all busy.”  So, I am hoping someone here can shed some light on what on earth is going on at Acumatica?  Servers reached capacity and no room for new customers?  Beyone shocked, never have seen anything like this in my IT career from a software company.

Hello I have issued shipment for delivery free item, I created 1 sales order with free item. The simulation, If the customer order with specific item n specific quantity, customer will get 1 free item .In these SO, the item for sales and item for free item from different warehouse .After SO created, the sales admin proceed for the shipment , coz the item from different warehouse we make 2 shipment in 1 SO .But, When we process shipment for Free Item, the quantity display 0. We checked the SO , free item show 1 unit .Anyone, please tell me how to solved it .

Hi there,Basically we have one completed PO which is still appearing in approver’s approval screen. How do we get rid of it?   

Hi everyone,is there anyone who can tell me where can I find the B2B Portal documentation?

I’ve moved over to using Firefox with Acumatica for some of the productivity extensions (like TST) and have noticed a weird issue that I didn’t have when using Chrome.After I publish customizations, the navigation buttons disappear: Reloading, signing out, clearing cache and cookies doesn’t work. I have to complete exit the browser and then re-enter for it to reappear. When loading a page I see a lot of console errors: --“Cookie “timeStamp” does not have a proper “SameSite” attribute value. Soon, cookies without the “SameSite” attribute or with an invalid value will be treated as “Lax”. This means that the cookie will no longer be sent in third-party contexts. If your application depends on this cookie being available in such contexts, please add the “SameSite=None“ attribute to it. To know more about the “SameSite“ attribute, read https://developer.mozilla.org/docs/Web/HTTP/Headers/Set-Cookie/SameSite Main” --“downloadable font: download failed (font-family: "FontAwesome" style:norm

I have this issue everytime I create a new Lease with the system. The NEXT BILLING DATE is always wrong and does not match the BILL STATE DATE that I create under DATES in the LEASES panel.In these cases:Lease ID LS00292 - under summary, it says the next lease billing date is 10/15/2022, but I need it to be 10/01/2022Lease ID LS00293 - under summary, it says the next lease billing date is 10/15/2022, but I need it to be 10/01/2022In both these cases, I did create the Leases on August 15th. But for the Charge Schedule, I wanted the rent to start 09/01/2022. I tried to correct the dates, ran Contact Billing and now they both say Next Lease Billing Date is 10/15/22. How do I get off this mid-month schedule?  I just need these leases to be on a scheudle where the Next Billing Date is on the 1st of the month. I am not sure why this mistake happens every time lol. 

Does anyone have a CRM User Acceptance Testing list and sign off sheet?

I have a project with several revenue budget line items for the SOV holding 10% retainage for each line item.  The project is complete and the customer is allowing me bill for only 5% retainage.  How do I reduce retainage for the project to 5%?  Surely I don’t have to reduce each line item?

Trying to complete an appointment with an item component.  I can enter the Unit Price, but not the Unit Cost.  Why? Thanks.

We are beginning to roll out using DeviceHub scanning functionality and received an error in the Expense Receipt scanning.  The all the fields it is saying “cannot be empty” are complete with information.  Has anyone received this error when using a scanner to upload files directly onto an expense receipt (snapshot of screen error is attached & log of DeviceHub error is below)?From DeviceHub Log:  8/11/2022 9:35:35 AM - [Scanner] [Error] Error occurred during processing scan queue FINANCE job 80 : System.Web.Services.Protocols.SoapException: Server was unable to process request. ---> PX.Data.PXException: Error: Inserting  'Expense Receipt' record raised at least one error. Please review the errors. Error: 'Branch' cannot be empty. Error: 'Claimed by' cannot be empty. Error: 'Expense Item' cannot be empty. Error: 'UOM' cannot be empty. Error: 'Description' cannot be empty. Error: 'Expense Account' cannot be empty. ---> PX.Data.PXOuterException: Error: Inserting  'Expense Recei

Is it possible to edit the Sources in Marketing > Leads?  I got a business card today, and I really don’t want to select “Other”. Thanks.   

Hi all.Can you help me to find 2021R1 Release Notes?Thank you! 

Please share your ideas on how to create a “broadcast” message to all users, or a means to put a notice on the screen when a user logs in.In other systems, this is helpful to advise when system maintenance is being scheduled or new features introduced.Thank you.

When I close out AP payments, that event is supposed to trigger the email remittance generation, it is not triggering an email generation for payments that have a debit adjustment applied to them (it works for invoices with credit adjustments applied though).  I can’t figure out what I am missing in my fields to get this to work. I have attached the business events screen to show the trigger conditions that I have set. 

Hello! I’ve setup an automation schedule to email customer statements. I have the system setup to prepare the statements on the 1st of the month at 5am and then email the customer statements at 5:30am. On the email statements automation schedule, the filters tab shows the statement date as relative and shows the date I initially setup the schedule up as, but it looks like since it’s relative, it would have inputted todays date of the 1st. None of the emails sent this morning. What do I need to set the statement date filter to? Technically the statement date should have been yesterday, but I’m not sure how to set the date filter to @Today-1 on this screen since it doesn’t give the option.

Good afternoon,I am trying to delete a Problem Code.  When I delete the code and try to save the move, I get this warning:  I am working in a Test environment.  Please help, thanks.

Good morning, I’m trying to delete the Test Service Order Type (the only one Inactive) from the list below:When I try to delete it, I get the following warning: “TEST” does not appear in any Service Order or Appointment.  Please help, thanks.

We would like to be able to edit the Sales Order email before it is sent.  The email is automatically sent by clicking the Action button Email Sales Order.  Is there a way to have that messages displayed on screen and editable before manually sending it instead? Thanks, Phil

Hi Im new comers, i trying to learning some courses but cant play the videos . could u tell me how to resolved it . i tried make new case on support menu didnt find . 

After upgrade to 2021 R2 According to above screenshot you can see that once click on close button from action then its going to update data and then disable the button of close then its show dilogbox so once click on ok button then its display error that close button disable 

Hello Team,i want to handle the native button of Acumatica for Enable/Disable Conditionally So can you please let me know is there have any way to handle or not ? For example,In Cases screen have TAKE CASE Button so i want to handle that for Enable/Disable Conditionally Thank you 

Hello-I am working with the workflow engine and I feel like I hit a wall. I need the ability to house multiple workflow variations based on order type. OOTB only has 7 based on core order types, not the extended order types. I have a requirement to handle 20+ order types and I am trying to stray from having to house all those workflows in one workspace for obvious reasons. So my options are as follows.. are any of these feasible and if so, how?Update the workflow-identifying field to something else Add additional order types to the list to be able to configure Create a customization project where a workflow is created for each order type and each action, transition, and state requires the order type to be exclusive of the others. Something else…?Thanks in advance!