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How to set up the Sales Target/ Quota for each individual sales in Acumatica System.

Hi all, what would you recommend for in depth training? I would like to know all areas of Acumatica from configuration to financials to inventory to workflow building, etc. 

Hello,      The scenario we met is as below:Tenant A and Tenant B are run at the same Acumatica instance   Tenant A would sell some goods to Tenant B Vendor A exists in tenant B to stand for tenant A entity. Customer B exists in Tenant A to stand for tenant B entity The item IDs in both Tenants are the same.  Tenant B would create a PO, and then Tenant A would create a related SO.Currently, we are exporting Tenant B polines into an excel, modify a little and import into Tenant A as solines.So excel export and import is a way to make work easier. I am just wondering is there an even better way. Thanks in advance.By the way, the two tenants can not be created within 1 tenant for some reason.

Is it possible to make a user access role that only allows members to one tennant only? When we copy our live Tennant to a test Tennant I only want a limited selection of staff to get access to the tennant

Hi guys,I want to assign 2 employees to approve all the employee time cards, meaning that either one of them can approve or reject. So I create a workgroup called “management”, with both employees (A and B) included. And I set employee A as the approver. The setting is basically like this:Now for Employee A, he can approve or reject all the employee time cards normally. For emplyee B, he should be able to check the employee time cards from “my workgroup’s approvals”. But the problem is, although he could see all the records pending approval, he cannot get into the details by double-clicking each record. So could anyone please tell me what’s wrong? Thanks!

I'm trying to override the following method in BOMCostRoll.cs: protected virtual decimal? GetUnitCostFromINItemSite(INItemSite inItemSite) { return GetUnitCostFromINItemSiteTable(inItemSite); } Here is my override code:using PX.Data;using PX.Objects.IN;namespace PX.Objects.AM{    //Use last cost instead of average or standard cost for cost rolls on BOM's.    [PXProtectedAccess]    public abstract class GetUnitCostFromINItemCost_Ext : PXGraphExtension<BOMCostRoll>    {                public delegate decimal? GetUnitCostFromINItemCostDelegate(INItemCost inItemCost);        [PXOverride]        public virtual decimal? GetUnitCostFromINItemCost(INItemCost inItemCost, GetUnitCostFromINItemCostDelegate baseMethod)        {            {                if (inItemCost != null &&  inItemCost.LastCost != null)                {                                       return inItemCost.LastCost;                                   }            }            return n

I am new to Acumatica Community. How do I receive emails on a Topic when new replies are posted?

Marketing Campaign on the summary area the owner is defined as the employee responsible for the campaign, but the list is empty. Is there a step missing how does it populate the employees name?  

I’d like to see all results for this report, but it looks like you need to input a value.  Is there a wildcard that can be used to get everything to pull up?  

Hi:I tried to submit a review for the Tayana Solutions: Acu Process Manufacturing applicaton but, got an exception error even with a short review.Is there a maximum of chars? Attached is a word document with a screen capture. Please help. 

Scenario:Whse A is use for storing Inventory ID 1 to 10 with primary item error for each location in this whse A;Whse B also stores Inventory ID 1 to 10 with primary item error for each location in this whse B;Whse C stores Inventory ID 11 to 20 with primary item error for each location in Whse C; Whse A is supposed to transfer Inventory ID’s 1 to 10 to Whse B, but the whse clerk who transacted the 2 step transfer have mistakenly chosed Whse C as destination warehouse(which was supposed to be Whse B) and the transaction was released. Inventory IDs 1 to 10 is already in “in goods in transit”Please advise what can be done to in-transit goods, can this be cancelled?How?Note: We are trying to avoid creating a virtual location in whse C just to receive the wrong transfer and trnsfer in again from Whse C to Whse B. please advise.Thank youLen 

A client is experiencing an issue where, when they are in Incoming Documents and they select a “recognized” document to open, it opens the item at the top of the page rather than the one selected. It occurs regardless of what page they are on. It is happening to multiple users at their site, but not to me or anyone else that has logged into their tenant.We have tried clearing browsing history, cache and cookies, both Chrome and Edge browsers and zooming in and out. Nothing has worked so far. Any suggestions would be greatly appreciated.

Hi everyone,We implemented a process to send a SMS for overdue invoices.  We created a generic inquiry and when the invoice is 7 days overdue the business event triggers a SMS to the customer.I have tried to find the DAC where the SMS details are kept, I am not sure if there is one. So my question is when using SMS how do I know that the SMS was sent to a specific client/supplier/employee? The business event history only shows if the business event was completed or not, but not the details of the GI. Thanks, Patricia   

Can an Acumatica report be setup to run with specific user permissions instead of having customer restriction group hiding data desired to show ton the report?  Similarly, can a dashboard be setup to run with more permissions as the one openning up the dashboard?

We are importing purchase orders from customers into Acumatica using the SalesOrder endpoint of the REST API.  Once we have that completed, we are trying to create a production order using the ProductionOrder endpoint of the REST API.  The production order is created just fine but we’re passing along the sale order reference information which is not being set for some reason.  Any idea as to why that would be happening?  Here are the details of what we’re doing.PUT → https://Our-Domain/entity/Manufacturing/20.200.001/ProductionOrderJSON → { "Customer": { "value": "000000001433" }, "InventoryID": { "value": "107753" }, "OrderType": { "value": "RO" }, "SOLineNbr": { "value": 1 }, "SOOrderNbr": { "value": "007744" }, "SOOrderType": { "value": "SO" }}We are on 2020 R2 Manufacturing version.  Thank you in advance for your help. 

I’ve made a .png with our logo and the same height/width of the Acumatica logo so it should just be an easy swap.We have a few site personnel that can’t seem to use bookmarks efficiently.  They google Acumatica login and end up on some other companies login page and they say they can’t get in, reset their password there etc.   Old dogs new tricks scenario.This way if they don’t see our logo, they’ll know their in the wrong spot. Question is in the title; if we’re hosted by Acumatica, how can I:rename: login_logo.png to login_logo-old.pngupload our: login_logo.png

Bear with me on this -- I’ll eventually get to the real question…  Acumatica has recently acquired Imperium, a property management module.  Installation of Imperium also includes and requires a license manager.  I have discovered that this license manager prevents other customizations from being published if they include database scripts which include certain T-SQL that it considers prohibited.  What I’d like to know is if this license manager can be configured to stop prohibiting other customizations from publishing, and what T-SQL it considers prohibited, and if there is no way to turn it off, will it always be the case that use of Imperium will be limiting database script content?

I tried creating an inquiry to pull all customer’s emails but cannot figure out how to pull the email into the inquiry.  The inquiry errors out every time I add ARContact and Email.  Has anyone else created an inquiry like this? Lori

Hi guys,I was trying to generate a report to see our employees’ time spent on projects. There are two reports that I tried. Using “employee hours”, I got the right information as below:And then when I tried “employee hours by project and task”, there’s nothing. Could someone please tell me what’s the problem? Thanks! 

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