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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:  

We are getting the following errors at various points: Error: An error occurredduring processing of thefield Branch value 23 Error:'New Segment' of 'Branch'does not exist in thesystem. Error: An error occurred during processing of the field Receiving Branchvalue 23 Error: 'New Segment' of 'Receiving Branch' does not exist inthe system. I am stumped as to how to troubleshoot this.  Any ideas where to start?  We don’t use Branches in our system.

Hi,I am trying to do a custom action (“PAY”, “CONFIRM PAYMENT”)  in the screen SP402000 in the Acumatica Customer Portal that creates a transaction in the ERP. At the moment the action I created works for all records in the following grid. I am currently missing the part in which I can select the records that I want to process in the grid. I tried adding a check box column and changing the Skin ID of the grid from PrimaryInquiry to Primary so I can try to edit the records but it didn’t work.Any ideas on how I can make that checkbox editable? 

HiHow can we reclaim DB space/storage after files has been moved External File Storage (SM202540). The UploadfileRivison table Data column does not get reduced if one switch from DB storage to external storage.

Hi guys,we need our backoffice employees to clock their time card for internal projects such as Administration, HR, Finance. Currently the Approval Status of the employees’ time card is “Not Required”. Where should I set up the approver? Is it in “Projects → Tasks → Approvers”?By the way, could someone please tell me if there’s a course about time card that covers most of knowledge needed to use “Time and expenses” module? That way I can get the whole picture instead of asking one question at a time here in the community. Many thanks!

Is there an online list of Acumatica Partners in European countries? I have a lead for Spain. Maybe create a section in the Discussions Forum called Overseas Acumatica Offices and Partners. and post the contact information for each office and partner. Sometimes an overseas company has a major office or plant in the USA. This requires to also contact the main overseas HQ people during prospecting., Thanks for your helpToon SixToonSIx@intercs.com 

Hi All,Am I missing something here, I see you can easily do mass emails (Marketing | Mass Email). But I can’t see an easy way to en mass create a load of Tasks / Appointments for members of a Marketing Campaign or Marketing Lists. Within both options you can create an activity, but it seems just for that List/Campaign but they don’t seem to have any links to the members within. Example Scenario - I have a Marketing List of 100 members, How do I easily create a Task/Appointment for all 100 people? I don’t always want to email them and want to set up tasks for users to then call them.