Everything Else

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  

Is it mandatory to get ISV Partnered in order to start any development/customisation in Acumatica?Thanks.

I’ve been struggling with creating business events to trigger an email, and I’ve come to the conclusion that building a GI specific to the email is probably my best bet, but unfortunately it is not working for me.I created the GI and have all of the fields I need  and the GI works fine.In email notifications, I click INSERT > DATAFIELDS, find a field, then select it into the document. Adding any field results in the following error code “Object reference not set to an instance of an object.”   

Hi guys, I wonder if there’s a way to set view restriction on project tasks? Like for some employees, they could only see part of the tasks in a project; but the others could see all the tasks. Anyone has any idea? Thanks a lot!

We would like to be able to restrict users to a single warehouse.So the user would only be able to ship and receive in their assigned warehouse.Is this possible?Thanks!

 This user access to support has been granted, but when I login as this user I still can’t create activity to reply the customer case. 

All of this customer user portal’s access rights has already revoked. But when I login as the customer, I can still see "Profile and Orders" menu, how can I restrict this user accessing “Profile and Orders” menu on the self-service portal? 

Is there a way to change the vendor once the purchase order has already been received in? 

Hi all, I have been trying to find a list of the differences between the different industry vertical versions of Acumatica. Is there such a list? I am concerned about changes in the payables module. Any help would be appreciated. 

I would like to find out the average or recommend implementation time for a new Acumatica manufacturing site intending to work with the manufacturing module for basic production processes.Can such a site be implemented in say under 45 days from installation, configuration, testing and go live?