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Is anyone else having an issue with replying to Acumatica support case emails from L2 support in Outlook?I have a couple of open cases that have been raised to L2 and when the L2 engineer emails me, Outlook won’t let me reply or forward it. I get the error below.I’m able to reply to the initial support consultant that picks up the case, but to any of the escalation engineers. 

I am getting a Project Billing Issue: "PM Warning: Invoice was not created during the billing. Nothing to bill."This is happening for all projects when I try to run the Project Billing.This has worked perfectly in the past, and I haven't changed anything to the projects...Anyone know why this is occurring?

Our customer gets the chance to bid an a variety of projects for a General Contractor.  Since the same salesperson is talking to the GC about all of the quotes we would like to create multiple jobs from the same opportunity.  Has anyone else tried to do this?

I have created a generic inquiry for a custom form, but when I try to type in the search bar it does not give any results but only shows results when we use the filter functionality in the generic inquiry. Any idea why that occurs?

I have a customer who wants to restrict user’s ability to modify another user’s record.For example, if one user creates a sales order, another user (who is also able to create sales orders), cannot modify someone else’s order.Is this possible?

Hi guys,I have some difficulties understanding account groups and labor rates. Could anyone please help to explain my thoughts below? Thanks!For account groups, I couldn’t really get why it’s necessary. To track the cost of a project task, if I could appoint an expense account directly to it, why do I have to configure an account group for this expense account? As for labor rates, suppose that we have an employee who receives a fixed ammount of salary, 500 dollars every month. But we still need her to clock the time card for the projects she’s working on, so that we could bill our customer based on the hours. How should we set the labor rates then? I’m also worried about the impact on our accounting book. Since there’s a link between the non-stock item of labor type and this employee’s time card, and the non-stock item has a certain expense account, will it affect the balance of the expense account in the accounting book on release of th

This may seem like a silly question but…How do you make a wiki article visible to the Global search field in Acumatica?We’ve created a wiki and published it but Acumatica doesn’t find it when we search for it.

Occasionally we have a incoming document email that will give us the “Value Cannot be null” error and are therefore unable to open or delete the line item. Specifically it did it to one invoice three different times while trying different ways of emailing the document. It is also strange that we are unable to delete them as well so they sit in the incoming documents folder forever. Error: Error Trace:  

We are getting the following errors at various points: Error: An error occurredduring processing of thefield Branch value 23 Error:'New Segment' of 'Branch'does not exist in thesystem. Error: An error occurred during processing of the field Receiving Branchvalue 23 Error: 'New Segment' of 'Receiving Branch' does not exist inthe system. I am stumped as to how to troubleshoot this.  Any ideas where to start?  We don’t use Branches in our system.

Hi,I am trying to do a custom action (“PAY”, “CONFIRM PAYMENT”)  in the screen SP402000 in the Acumatica Customer Portal that creates a transaction in the ERP. At the moment the action I created works for all records in the following grid. I am currently missing the part in which I can select the records that I want to process in the grid. I tried adding a check box column and changing the Skin ID of the grid from PrimaryInquiry to Primary so I can try to edit the records but it didn’t work.Any ideas on how I can make that checkbox editable? 

HiHow can we reclaim DB space/storage after files has been moved External File Storage (SM202540). The UploadfileRivison table Data column does not get reduced if one switch from DB storage to external storage.

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’?

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?