Everything Else

Hi guys,When I tried to release an employee time card, the system raised an error as below (INV0000006 is the labor item assigned to this employee):But then I checked INV0000006 in non-stock items (IN2020PL), I couldn’t find anywhere to define the inventory account. Could anyone please help me with it? Thanks!

Yesterday I was working with a colleague on his computer in Acumatica and a weird screen came up that was not formattedIf I hit refresh it comes back normal, but this continues to happen.Later in the day, the same issue started happening on my computer.  I looked at my version of Chrome and the version I am on was released on 4/19 (3 days ago now).  I am thinking this issue is related to the new version since it is happening on multiple computers.  Anyone else seen this issue?I have been working in other browsers without an issue.

I am trying to create an approval map where if an employee belongs to a Purchase Approval Group then the PO is automatically approved by the Owner of the PO document.  I thought the way this worked was fairly simple; but apparently Acumatica does NOT work this way.  So I am looking for help to understand how to make this work.  Below is the logic in the Rule for the Condition I have set.Step Conditions:     If No Approver Found: Reject Document     Execute Step: If No Approvers Found at Previous StepsRule Condition:    EMPLOYEE          Workgroup     Equals      Purchasing Approval GroupRule Actions:          Approver:  EMPLOYEE FROM DOCUMENT         Employee: ((Document.EmployeeID.Selected))         On Approval : Complete StepAgain, what I WANT to happen is to reject all PO's that reach this step, except for the ones created by an employee in the workgroup Purchase Approval Group.But this does not appear to be the way that Acumatica works.What am I missing?Thank you in advance

How do engineering or Time & Material project billing firms handle overtime processing and billing of time entry? What are they doing to process billing in an efficient way? Here is our issue:If OT needs to go to a different account, then payroll is required.However, payroll uses a different processing date than the time entry items. Our client must have payroll in order to break out OT separately from time entry.  That seems fine, except the date of the payroll entries go over as the check date.For example, the time cards are posted to project as 3-16-3/31, but the check is dated 4/1.  This then reverses the regular time and post it again but the payroll entries have the new date. Which causes a couple problems with Billing the entries. Also, it creates a LOT of lines in the project side and using allocation it creates many more lines in the bill, which even if we try to group due to the dates issue doesn’t come out cleanly.  The highlighted is the description but not the date on

Is it possible to set Access Rights for the Header Notes in the Sales Order screen SO301000?Client needs to set it to View Only for some Roles.Thanks 

Check out the pets of Acumatica posted on LinkedIn! Pets of Acumatica! 🐕🐱

In trying to automate reporting to after hours, I have setup a schedule to email me reports from Acumatica.  Out of 5 reports that are in the automation schedule, 3 emails show up.  Both of the missing reports are from Purchasing.  I can run the reports manually and export them.  Any idea what security I’m missing if I can’t get the automation to email the Purchase Accrual Summary & P.A. Details reports to me? 2020 R1Thank you.

Our organization is new to Acumatica and have run into a snag configuring AP Bill Approval Maps.  The purpose of our Map is to route Project AP Bills to our Project Managers for approval prior to posting to a project and open AP Aging.  Unfortunately, i am unable to find a way to restrict permissions to view only those AP Bills and Adjustment associated with their particular project.  I’ve heard there is something called user level access permissions but know nothing about this or how to configure it.  Is this the only solution or has anyone else be able to use traditional Approval Map functionality to accomplish this task, thank you,

Hello,      We are having “pop up note” for customer, vendor, item entity. If the user are dealing with customer, vendor, item with the pop up setting, the user will get a pop up notification.     I am just wondering, is there a way to announce to all users with the pop up window?Or at least, is there some way I can use to send a msg to  users and make sure they can see when they log in the system?

Hey everyone!  We just got started using Acumatica.  Love it so far, even with its many quirks.  My question is simple, and I would think the answer would be obvious but I cannot find it anywhere!  We have thousands of stock inventory items.  Most of them are in “Kits,” with many of them in many many kits.  I need to find a place I can enter an inventory item ID and be presented with a list of all kits that it belongs to.Many thanks and a bottle of bourbon to the person who can help me with this!

I would like to get better insight into HOW Contact Preferences work. These preferences seem to be self-explanatory.  If they are, GREAT!  However, I have not had success in finding documentation (in Acumatica or outside Acumatica) to understand how these function behave.In my use case, I need to understand how these controls work within the:Business Account (Parent), and the… Contact (Child).Here’s a picture of what the function looks like in the Contact. 

When I create a PO, the line type is always Service and the Item is a Non Stock ItemI am not able to change itAny idea? 

Greetings all,Can Task due dates (created by business events) respect the Work Calendar?I’m able to create task due dates that dynamically respond to the “Case Created Date” (as an example) but is there a way to further refine the statement below to also respect the Work Calendar? The goal is that we’re not establishing Case due dates during a holiday or weekend. =DateAdd( [Case.CreatedDateTime], 'd', 2 )   

Hello,        We recently upgraded to 2021R2.On stock item screen, if click “sales price”, normally a new tab would be open.However, some user encounter system remain still, nothing happens, no new tab open.        How is that?        We are both using chrome. Is it some setting in Chrome that prevent the new tab open?  

I see that we cannot search the Labor Item field by item description on the Timecard Entry screen. Has anyone found a fix for this?

Is it possible to create a business event when a user creates a return receipt based on the reason code assigned on the po receipt line?

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 the time card? Furthermore, if the employee’s time

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: