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Acumatica product questions which did not fall into any other category

  • 955 Topics
  • 3,164 Replies
955 Topics
TimRodman
Pro I
TimRodmanPro I
posted in Everything Else
Acumatica Summit 2025 Postgame Show - February 05

I’m not sure how to create an “Event” on this site, so I’m posting it here. The Acumatica Summit is coming up in a couple of weeks and it’s always a crazy time, with so much to learn. So much in fact, that no one person can take it all in. Since no one person can take it all in, we’re doing a live broadcast on Wednesday, February 05 at 1:00pm Eastern Time, the week after Summit, to digest what we learned, share new Acumatica 2025 R2 features that we like, etc. For those who won’t be there, like ​@Kandy Beatty (wait, you really won’t be there?!?), this live broadcast will also be a healthy antidote to Fear of Missing Out (FOMO) disease 😀 I’m tagging others who are active on this site and who I’m sure would have a lot to contribute to the discussion ​@Laura02 ​@Naveen Boga ​@Manikanta Dhulipudi ​@darylbowman ​@aaghaei ​@vkumar ​@meganfriesen37 ​@angierowley75 ​@jinin ​@dcomerford ​@BenjaminCrisman (hey Ben, maybe we could broadcast from the same location since we live near each other!)

531
variuxDavidE
Jr Varsity II
M
Freshman I
MFarnsworth10Freshman I
asked in Everything Else
BATCH TIMECARDS

Is it possible to Create Employee Time Cards and/or Submit Employee Time Cards in batches rather than one employee and pay period at a time?

312
M
Freshman I
bnaumann
Freshman I
bnaumannFreshman I
asked in Everything Else
Negative Quantity only available for some users

Only some of our users are seeing this message. Is there a permission or something that throws this notice up? Thanks in advance.

46821
J
Freshman I
C
ccmaylo
asked in Everything Else
Error Creating Emails off of Cases

When creating an email activity off of a Case record, an error is returned. Email cannot be saved or sent. When attempting, the following message displays: "An unhandled exception has occurred in the function 'MoveNext"." trace log exception message: "Object reference not set to an instance of an object". It is happening on every case currently.

171
A
Jr Varsity I
R
Freshman II
rethavanalphen11Freshman II
asked in Everything Else
Business event to send email notification per a group of records

Business event: Daily Appointment Status Report Trigger by Schedule Raise Event for Group of records – being the Branch Location. I have created a GI that group Appointments per Branch Location. I want all the Appointments per the Branch to be send out to the branch manager. The GI show data correct. The Grouping by records does not seem to perform how I expected this to work. I am expecting the Business event to trigger for a group of records and to send out one email containing the grouping records, i.e. table format with all the data per the grouping. The Business event triggers, however it send out an email per the Appointment and not per the Branch Location Is this possible or do we need to create a report or Velixo to group the data.

411
Manikanta Dhulipudi
Captain II
N
Jr Varsity II
nugan96Jr Varsity II
asked in Everything Else
EFT Remittance being sent out as .dat file and not .pdf

Hello all! Some client are reporting that their clients are receiving their AP EFT Remittance as .dat and not .pdf. Some measures I took were to force it in Acumatica to the following settings : I also verified the Business Event and it is set to PDF. Is there something I’m missing?

384
craig2
Pro I
B
Jr Varsity III
brettnothan9Jr Varsity III
asked in Everything Else
Upload using mobile app - No access token returned: invalid_client

We are receiving this error after upgrading from 23r1 → 24r2. I have removed the device associated to the user and reinstall the mobile app. No change… Thanks,Brett

322
B
Jr Varsity III
A
Captain II
aiwanCaptain II
asked in Everything Else
ID value displayed when sending email from Business Event

Hey everyone, I am working on sending an automated order confirmation, I have the below set up: The SOOrder_ownerID returns the ID value rather than the masked value: Does anyone know of a way to display the masked value of the ID in the sent email? Thanks, Aleks

161
hkabiri
Acumatica Moderator
C
Jr Varsity III
cwomack98Jr Varsity III
asked in Everything Else
Expense approver delegate delay

Has anyone ran into the issue where a delegate has to wait 24 hours before they can approve an expense claim? I ran into this issue with a customer on 23R2. Haven’t heard of this with any other clients on same or different builds.

264
C
Jr Varsity III
T
Freshman I
Tammy CFreshman I
asked in Everything Else
No vendor history in Create E-File

I have printed the 1099 Misc and 1099 NEC forms. I am now at Create E-File. There is no Vendor History for NEC or MISC. What am I missing?

203
T
Freshman I
M
Jr Varsity II
MWijesuriya43Jr Varsity II
asked in Everything Else
How to create shipments for each Sales Order Seperatly through process order screen?

Hi, One of our customer has below requirement. They have the requirement to process shipments without clicking on Create shipment action on each Sales Order. Hence we tried to create shipment through Process Orders» Create Shipment. But it has created one single shipment for all the Sales Orders of the same customer. How can we create shipment for each Sales Order separately? TIA

406
V
Acumatica Employee
SamMemar
Freshman II
SamMemarFreshman II
asked in Everything Else
Modifying Acumatica admin user roles

I noticed that one of the automations scheduled to release Purchase Receipts is unable the process the releases as the financial period was closed. I tried to tick the “Financial Supervisor” role for the Acumatica admin user to allow the automation to process the Purchase Receipts even when a financial period is closed. However, when I selected admin under the Users screen, I realised that the Roles are not accessible: I checked another site and it is allowing modification of the Roles for this user: I am wondering if I don’t have rights and how can I get access to modify the system admin role.

596
SamMemar
Freshman II
dsimmerly
Pro I
dsimmerlyPro I
posted in Everything Else
Announcement

For those of you that know me…. I will be retiring March 31 from Collins Computing and will be traveling, hiking, and trail ambassador on the Appalachian Trail. Thank you to everyone on the Acumatica and Collins teams for guiding me through the last 7 years Thank you Aliya and Luis for the start on my Acumatica journey Thank you L1, L2, and Product teams for your support and knowledge Thank you to Randy and Steve for the great team and experience at Collins Thank you to all my teammates over the years Feel free to reach out anytime @ facebook.com/hiker676

231
ed.goodman
Acumatica Employee
A
Varsity I
Andy SmithVarsity I
asked in Everything Else
User Status field

We have a user who’s last login on his user profile (SM201010) shows as two days ago, but the Status field on his user profile (SM201010) still shows as Online. He is not currently doing anything in the system. Just curious, does anyone know how/when that field resets to Active? Thanks, Andy

7064
M
Freshman I
J
Semi-Pro II
jzhuSemi-Pro II
asked in Everything Else
How to Automatically Send Attachments to Incoming Documents?

Hi! We have an email set up in Acumatica that is specially used to receive AP Bills. Incoming Mail Processing tab on the Email Account is set up like below. It should be submitting any attachments to the Incoming Documents screen. However, we have not been able to receive any of the attachments unless I go to the Send and Receive Email screen and perform the action to ‘Receive All.” I thought the documents would be received automatically… do I need to perform the step to process “Receive All” every time new emails come in? Thanks!

353
N
Jr Varsity III
E
Freshman I
ehernandezFreshman I
asked in Everything Else
Error with the Authentication unsuccessful: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. [BL1PR13CA0350.namprd13.prod.outlook.com 2025-01-24T12:41:29.244Z 08DD3B9677304052]

At the Email Activity I get the error: 535 5.7.139 Authentication unsuccessful, the user credentials were incorrect. [BL1PR13CA0350.namprd13.prod.outlook.com 2025-01-24T12:41:29.244Z 08DD3B9677304052]

440
E
Freshman I
L
Freshman I
lbrown57Freshman I
asked in Everything Else
Copying Dashboards in 2024R1

I am having some challenges copying Dashboards in 2024R1. In 2023R1, when a dashboard is copied and pasted to create a new dashboard the system automatically assigns a new screen ID that is separate from the original DB. This is exactly what I expect to happen. In 2024 R1, when a dashboard is copied, pasted, and then saved then “View” is clicked, the site redirects to the Welcome Screen. In another scenario, if I attempt to copy, paste, and publish the copied dashboard with a new screen ID it creates the new screen ID but deletes the original DB. Does anyone have the exact steps on how to copy a dashboard in 2024R1?

1727
L
Freshman I
L
Captain II
ltussing03Captain II
asked in Everything Else
No description of the DAC has been found

I have not experienced this before. I am logged in as ADMIN with customizer etc. roles. I cannot get anything to come up in the DAC browser. This is just an example. I cannot open any DAC. Click here:

463
L
Captain II
C
Freshman II
CCCFreshman II
asked in Everything Else
Dashboard graphs resizing

Hi, Following an update overnight my dashboard graphs spotted working. I have created/modified reports and have been able to recover most of them. I have an odd issue with the system automatically sizing my doughnut graphs: my Gender Breakdown graph is perfect Home State graph (without a popup legend, as a test) cuts off the names of the states at the top Employment Status graph (with popup legend) also cuts off names at top and sides. Also of note, the size of the doughnut are different. All parameters are the same. How can I fix this?

575
C
Freshman II
S
Jr Varsity III
SBaldwinJr Varsity III
asked in Everything Else
Have Inventory Planning predict purchhase needs 466 days

Good morning! My company needs to place a purchase order that will give us enough stock of an item until April 2026. We have been in Acumatica for less than a year. Below is my proposed method of approach and I’m looking to see if the method will work. Manually enter monthly forecast data for February 2025-April 2026 Increase “days of supply” for my purchased items to “453” Should MRP then give a PO recommendation of how much inventory to purchase?

357
S
Jr Varsity III
C
Freshman I
Charlesra02Freshman I
asked in Everything Else
ErrorCode:406 while trying to create receipts in a sales order

When I attach a file in a Sales Order and try to create a receipt , I get an error code :406

1016
Chris Hackett
Community Manager
R
Semi-Pro I
rkennaSemi-Pro I
asked in Everything Else
Is anyone else having trouble with the Partner Portal?

I just wanted to ask to see if other people are having issues with the Partner Portal currently? I can’t open a support ticket, it just spins and spins, and then it will time out. -RJ

11313
Chris Hackett
Community Manager
R
Freshman I
RhonnieGFreshman I
asked in Everything Else
Let me scroll! ;)

When in a separate window or list, how can I scroll instead of using the Next or Previous pages buttons?

1187
R
Freshman I
C
Jr Varsity II
cviannaJr Varsity II
asked in Everything Else
Slow System for SO Entry and other screens

Hi Everyone, We would like to know if there is any way for lines to be “lazy loaded” on Acumatica screens? What do I mean by that? As the definition is: Lazy loading is a technique used in computer programming, especially web design and web development, to defer initialization of an object until it is needed. It can contribute to efficiency in the program's operation if properly and appropriately used. This makes it ideal in use cases where network content is accessed and initialization times are to be kept at a minimum, such as in the case of web pages. So I currently understand that Acumatica uses pagination for everything, this has been a particular pain for users and I do see where they are coming from, especially as we have web platforms that implement infinite scroll where the content is Lazy Loaded as required by the scroll down. We currently have an option implemented on some screens where the pagination has been turned off by a no-code customization, however we were looking fo

330
C
Jr Varsity II
K
Freshman I
kkrausFreshman I
asked in Everything Else
Stack Trace Error when Running DeviceHub

After setting up everything within DeviceHub correctly, clicking ok results in the logs resulting in this error. What is the solution to fixing this issue? Error when trying to run device Hub

70
K
Freshman I

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