Everything Else

We want to keep track of the vehicles we own and use in servicing our clients. We want to be able to also track any costs to repair or maintain each respective vehicle over time. When creating a vehicle, we can enter purchase information but I do not see anywhere whereby we can track expenses incurred over time for the vehicle. Should we be using some other module to do this? Should we be creating individual internal projects for each vehicle to track costs against them? Any thoughts? Thanks, Joe

The GI created using the ARPayment table shows the correct amount of the payment.  However when there are multiple invoices being paid by that invoice, that amount showing as being the amount of the payment is equal to the last invoice, not the total payment made by the client.  This is regardsess of whether or not the formatting equations are used or just the data field.Notification GeneratedThe amount shown should be $25876.26 

Hello,We created a UDF on the Change Orders Screen We want to restrict some users from being able to change the value of this UDF, but they need full access to the rest of the Change Orders screen.I do not see the UDF in the security tree for Change Orders as I expected.So I tried restricting “ANSWERS” to VIEW ONLY and can still change the value of the UDF when logged in as this user.How can I make this VIEW ONLY for a role?

Hey guys,Have been tasked to add a production order maintenance side panel onto Appointment details and Sales orders screen. I am finding it tough to merge the tables in order to achieve this.Any recommendations? 

Hi Team,Maya i know how to create “Tree structure “ for a customized selector field in acumatica. Please help me on this.Sample like this: Regards,Ramya

Hello,We have items that we to secure in such a way, that the user can add new records, but they cannot edit existing records.  Acumatica had a “Insert” restriction level.  However, it also includes the ability to EDIT existing information.Is there anyway to give users the ability to enter data, but not edit.This is for projects.  We want to ensure that projects are ONLY changed via change orders. 

Hi Team,May i know how we can a customize a selector field to show all the employees belong to the current employee workgroup in Time card screen.Please help me on this. Regards,Ramya

We’ve come across several vendor contacts where “Deactivate” is greyed out in the Actions menu: Any idea what could be causing that and how to get around it so we can mark these contacts as deactivated?

I have BigCommerce B2B sandbox, customer reference number is available in BC checkout as a optional field. P.O and CC are the payment option.When selecting P.O as payment, everything is good, P.O number is imported to its right field in AC which is Customer Order Number. So here is the issue, I want to make use of optional field, customer reference number, and once a customer select a CC as a payment option, that field should be in Customer Order Number field in AC. So we did mapping, Customer Message to Customer Order, however AC seems to ignore the mapping on that field, its just weird that I map same customer message to different field in AC (like description) and its working fine.. 

I set up an approval map for this.Assigned it and the notification template in AP preferences.Everything seems to work, except the email notification doesn’t get created.The system email account is set up and active.The employee on the approval map is extended as an employee and has a valid email address.Any thoughts?

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!