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 I would appreciate views on how to manage this situation:Additional Info and screen shots attached.Company’s organogram is divided into business units. Each business unit has its own subaccount. The purpose of this is to be able to allocate employee costs and pull reports according to business units. Each Employee’s set of subaccounts is that of the business unit they belong to.At times it happens that employees move between business units. This requires that the subaccounts for those employees are changed to those of the new business unit they move to.One does not want to change an employee’s ID every time the employee moves from one business unit/cost center to another. Problem:The following information, entered on the Employees Screen, is not date sensitive Employee Sub-account Employee Company Employee timecard approver Employee Supervisor.

As of 9:45 AM ET 8/30/2021, the issue is resolved. Hello everyone, Acumatica Community is currently experience issues with user login.We are working to resolve it as soon as possible.

Hello,     Correct me if I was wrong, per my test, the Acumatica Mobile APP is designed for ERP use only. It can connect to an ERP instance and use ERP functionality. But It can not use the Customer Portal functionality. Although it also can be set to connect to a customer portal site, but it display empty.    Is my test result true or just I have to do some settings to make it work for Customer portal instance?

I can’t seem to find the endpoint to pull all the contracts in the database. I specifically need a list of all contract ids and the associated customer.I’d appreciate it if someone could endpoint me in the right direction!

If a user is required to approve a document via an approval map, is there a way he or she can reassign it to another user?   The only obvious options are Approve and Reject.

Our company would like to change the arrangement of information on the printed forms that go to customers (ship confirmation, pack list, invoice, etc.)  I can’t find any help articles on this subject.  Can anybody point me in the right direction?  Thanks!

Hi, is there any way to see the complete inbuiltlist of reports within Acumatica, without searching through workspaces or sitemaps?

Hello!Would just like to ask for your experience in the Acumatica upgrades specifically in the preparation of the Sandbox environment, testing and post-upgrade activities.Does your team perform the stated activities or is it your Acumatica Partner who does it for you?We only have the standard Acumatica workflows and with simple customizations.I am not a developer so I am not sure if I can manage the sandbox setup and testing activities up to the actual upgrade.

Wrong forum.

We have been sending emails regularly and this is the first time we receive this message.  These are not spam emails, its information we provide to our customers which they provided their emails.  How can I remove this error/flag? 550 5.7.1 Message detected as spam. [1626014335-920365].

As the title says, we have 3 items that show Unassigned for the location and show negative Purchase Order Quantity, which upon drill down shows they are PO Receipts that are fully released all the way into the INTran record.  Our SysAdmin is on vacation, and I can’t find the root cause or solution.  The items are serialized.  Also worth noting, these are not for “real” purchase orders and therefore are never processed for AP Bills.Looking for insight on where to look for the root cause or how to clear this up.    

Is there a way we can closed multiple open cases at one time vs. closing each one individually?

According to the Web Service Endpoints page, making an api call to Customer?%24top=100&%24skip=0&%24expand=MainContactShould return the Address data. However, the response does not contain the Address data. It contains all of the other data listed on the Web Service Endpoints page except that. I can see the customer addressed in the UI, but they aren’t coming through in the response. Has anyone else encountered this? Is there another solution to retrieving a list of customer addresses?Thanks! 

For example, customer wants to send a bi-annual company newsletter to a marketing list with a personalized greeting such as “Happy ((Month Name)) to you ((FirstName))! “Mass Email source is a Marketing List dynamically populated from a GI GI results include a field to display =MonthName(Today() I don’t see Month Name from the GI results as an option to bring into the Mass Email I do see Month Name from the GI results as an option to bring into a Notification template, however  Would it be best to use a notification template instead of a Mass Email when you want to display data such as this (e.g. formatted Date/Time Data)? 

In SM200530 the password field is, in the database, 50 characters long.  However, if I enter a password like:abcdefghijklmn1234I get an error when saving:Error: Updating  the 'Certificate' record failed because data in some field is too long.2021 R1 Build 21.103.0054

Trying to create an issue in ACE from Outlook but get the error: CS Error: Cannot generate the next number.  Manual Numbering is activated for ‘PROISSUE’.  However, in Numbering Sequences, Manual Numbering is not activated for PROISSUE.  ???

Hello Everyone,We are seeing below weird issue while opening “Customers” screen, but actually SyncTimeTag table is already present in database. Please find the screenshots for reference.Can you please let us know, when can we get this issue and how to resolve this. The table with the name 'SyncTimeTag' does not exist in the database.  

Hi I understand that we need to create Generic Inquiry for the above in order to add the Net Profit and Net profit Margin % in the Dashboard.Not sure who can give me a guide that how to create the generic inquiry for this matter?Is there any simple and straight forward method to add in the Net Profit /Net Profit Margin % in Dashboard except created GI? Thank you and hope to some guidance from you all soon.   

Hi, is there a work around process whereby a client orders stock items and the system compares the stock item/color and quantities ordered to already defined Kits. If an exact match is found, then the order will be converted automatically to a kit.

What does the error code mean and how do you fix it? It’s showing up when you click on an email under time and expenses, all emails, failed emails tab. One of the emails is our own internal user so I know that email is valid and the sending email account does not show it in sent items so it does not look like an issue with the email client.

We are trying to create an business event to alert users when they leave emails in draft status.  We have everything running fine except we have not found a way to link directly to the draft email.  I have tried duplicating the URL structure you get when you go to the all emails screen and click on an email (I substitute the noteID with the correct one), but that ends up taking us to a blank email.  Anyone have a good URL that goes directly to an email?

In 2021 R1, Acumatica provided the ability to take pictures of business cards and automatically add them as leads or contacts using an AI/ML engine. In many situations, the business phone number was not recognized (see image 1 below). In this case the user has to push the phone 1 button and select the phone number. To address this issue, we now have a customization project which eliminates this manual step (see image 2 below).  Before installing fix: need to select Phone 1After installing fix: phone 1 automatically recognizedGet the Customization:If you are running a version of 2021 R1 you can download the customiz

Hello Everyone,Can we change the Selector field “Column Configuration” Title ?  Please find the screenshot for reference.Eg: We would like to change it to “Order Column Configuration” instead “Column Configuration”.   

I have created a new CL200000 screen and from the RQ503000 screen I want to create an action to access my new screen by passing parameters

Customers mark your calendar!  Join us on June 11 at 1pm EDT/10am PDT, where we will be hosting an interactive “Ask the Expert” Acumatica Community event.  This is your opportunity to pose questions to Acumatica Subject Matter Experts.  You be able to ask questions, network with other Acumatica customers, gain insights and ideas in areas of interest!   This month we are offering 5 sessions:eCommerce Financial (General Ledger) Manufacturing