Everything Else

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!

I need to have business events for the Shipments screen (SO302000). Build 21.116.0049.Type -- Trigger by Record Change. Raise Event -- For Each Record. But the screen does not trigger any business event.I've tried the simplest conditions (like Record Inserted or Changed), without any subscriber. But events didn't been triggered.I've tried to use a simplest GI and to create event on GI. Not triggering.Then I restore the snapshot of the system on my local PC.And on the local system the screen triggers b.events with any complicated condition with any complicated subscriber.There are no other active b.events for the screen. There is no customization for the screen.Any ideas why events are not triggering on?

We can no longer post payments to our system. There was apparently some update which gave us this error message on our login screen: Warning: customization failed to apply automatically after the upgrade.In all honesty, this system is too buggy to be used. I am seriously thinking of switching to a program like Yardi, which specializes in Real Estate. Imperiam is just a mess. Anyone else having this issue where items are not loading in Payment and Applications? This has happened in the past because of an update.   

We want to hear partner and customer suggestions on CRM Case Management features. About Case Management:Today: case management solves problems related to tracking customer issues such as billing questions, product concerns, general questions, order status, and more. You can track the time that your support reps spend resolving cases and have the option to bill for cases by unit or hour. (more on acumatica.com) Upcoming Releases: we want to expand Case Management to better integrate with other areas of the product and provide additional Help Desk functionality. Suggestions include: vendor cases, searching within cases, case history reports, automated escalations, embedded satisfaction surveys, additional SLA monitoring, etc.Next Steps:Send me a private message (Click on my Name and press ‘Send Message’) with times when you can talk!

When I try logging into Open University, I get, ‘Sorry, that email address is already used!’  I even tried changing the password, and that’s still what I get.  What’s wrong?

Hi all,We can’t add project task in equipment tab of Daily Field Report. I have attached a screen shot of relevant issue. What is the reason for that ? Best Regards,  

Is this a bug? I can’t delete the password from system email accounts. I can add/remove the user name and all of the other fields, but I can’t switch out the password.As a result, I can’t send out emails due to authentication issues