Everything Else

Just want to ask for a customer who is a medium size business in the Food retail market, as to what options you have experienced with external POS systems that integrate to Acumatica.Clients main concern is having flexibility in choice of payment gateway to avoid huge merchant fees on credit card transactions.  Always good to get other consultants opinions on what options are out there, so thanks in advance!

Is there any way to mass create purchase receipts for purchase orders? I need to somehow mass create purchase order receipts for drop-ship POs. I know there is a mass action button for POs that makes me believe this is doable but it only creates a purchase receipt for the first PO select on the list which makes sense since a purchase receipt number has to be created (and that is only created after a purchase receipt is saved)

I have a business event calling an import scenario (Issuing out the goods on a PO). The event frequently says the Lot/Serial number can’t be found. If I go into the History, I can see the failed event, hit reprocess and it works.So... Is there a way to get this event to try and reprocess on it’s own? Maybe like breathe for 5 minutes, then retry any failed events?I’m assuming this is either a failure on Updating IN in a timely manner or my import scenario sucks and it’s probably my import. hoping for the easy method of forcing the B/E to reprocess though, since that seems to go without issue.

Is there a way we can change some columns of the Purchase Order Line Details without reapproving (such as Warehouse and GL Account), and others that will require an approval (such as quantity or unit cost)?  Or keep a history of Approvals each time PO is held and released?

When you create a note on a stock item you are able to select ‘Add pop up note’ so that every time that part is added to a sales order, appointment, PO etc it pops up and then the user must click ok for the pop up to go away.This is great for our procurement team and sales team, however a nightmare for our service team.  Are we able to restrict who gets these pop up notes or which modules they appear in?

Has anyone been able to delete GL Access Groups that were created within Row Level Security?

This seems like a simple enough question but I can’t seem to find a clear answer on it so I decided to take to the experts here!  In laman’s terms, what’s the difference between the following as it affects inventory and accounting?  It seems to me they have the same functionality, but there has to be a difference between each one, no?Credit Memo Return for Credit RMA Order Return with Replacement

 Love seeing this on my desktop every day!  (This is a login banner from 26R1).   

Hi everyone,I’m working on reconciling a bank transaction in Acumatica and encountered a scenario I’m not sure how to handle. I have a single bank deposit (e.g., $96) that needs to be matched to payments or invoices across multiple Business Accounts (customers).Currently, the Match to Multiple Documents functionality seems to only work within one Business Account. However, in this case, the deposit covers payments for multiple Business Accounts, and I need to reconcile this in the Process Bank Transactions screen.Is there a way to adjust the settings or configure Acumatica to allow this kind of matching? Alternatively, is there a workaround or best practice to handle this scenario? Any insights or suggestions would be greatly appreciated!Thanks in advance!

I’m a brand new user to Acumatica - have only been working live for about 2 months in Acumatica 2020 R2.We’re using Acumatica’s partner 1Retail to process retail sales thru our registers. After running “process retail transactions” in Acumatica, I have one error I just can’t figure out how to resolve.Retail transaction rang thru the register is:   37.10 pounds of boulders @ $ 0.45 per pound = $ 16.70$ 16.70 + 7.25% sales tax $ 1.21 = $ 17.91 total sale and cash collected from customer. Error Message says:  OP Error: ARInvoice Total out of balance. CuryLineTotal: 16.6900, CuryOrigDocAmt: 17.9000, CuryTaxTotal: 1.2100, CuryFreightTotal: 0.0000 Am I supposed to override the top boxes {Base Currency Totals} or {Transaction Currency Totals} ?  Change something in the line item details in bottom of the retail transaction log screen? If anyone knows of a “how to” manual regarding these errors I’d love to get my hands on one:)  

How do I limit a user’s access to just a specific branch?

I need to change a segment ID for my project tasks segemented key from alphanumeric to numeric but there is a task that has already been used in a posted transaction that is preventing the change. What are my options? CS Error: Edit Mask cannot be changed. There are Project Task identifier TINGÉNIERIE       to which the new edit mask cannot be applied

Why do we get “You can’t delete the last link” message when we try to delete/remove an attachment on our BOM or Item?  In the screenshot we are trying to remove 10004893.pdf because the other file is the newest one.Message: You can’t delete the last link 

I am having an issue adding more than ten credit cards to a customer’s profile. I found a previous thread that was solved by updating the maximum credit cards per profile, however, it didn’t work for me. Even when there’s expired credit cards that are marked inactive it seems to still be counted towards the credit card profile count.Can someone please help me solve this?

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 Reporting, Filters and Pivot Tables PayrollAlso, we have enabled the feature that customers have the option to meet randomly with other customers for short, fun video chat sessions, where you have the option of exchanging a virtual ‘card’ to keep in touch.Please register here for the event.We encourage and welcome questions prior to the event.  You can post them here or send them to csteam@acumatica.com. 

I am trying looking for best practices in managing print jobs through devicehub. I’ll give a specific example that hopefully explains why and what I’m looking for.I ran into a situation where I have several print jobs listed as “Pending”.  I expected that list to help me catch print tickets that didn’t print.  However, I discovered that those Pending jobs were for Pick Tickets that were indeed printed (manually I assume).  If I make that assumption and print the “pending” jobs, I will end up possibly shipping orders twice.I set up a schedule for Pick Tickets to print every 10 minutes.  Some users manually print their pick tickets. I understand that if a user prints a job seconds after the schedule runs, we will end up with 2 printed pick tickets.If a user prints a ticket before the schedule runs, no print job is created.  If a print job fails or is pending, then the user prints it manually, the pending jobs obviously do not changed to “Processed”.Just FYI -- We also had to limit manual

Hi,We can share remittance advices through the process of “Print/Email AP remittance Advice” and by Send/Print Remittance Advice on the checks and payment form.Noticed that once we send through Print/Email AP remittance Advice system generates the report Remittance Advice(MBAP6000) but when sending through Checks and Payments it generated the report called Single Remittance Advice (MBAP6010).And the email content shared with both emailing options are different. I cant use the same template for both options. I have created two templates, but I’m not sure where to define the templates for each option.Could you please help here?Thank You,Dulanjana

In process of upgrade planning and was curious if anyone has an existing GI they could share that would list all of the GIs within the system so they can be quickly verified for upgrade testing?

 My reason for asking is we have different size attributes depending on size run. For example SIZESSXL is for Small through X-Large, SIZESS2XL has Small through 2X-Large and so on. If I want to add 2X-Large to a shirt with SIZESSXL, we would change it to SIZESS2XL and create the extra matrix item. This leaves the existing items pointing to the previous size attribute which causes problems all over the place.Is there is a way to point it to the new size attribute?

 Can anyone confirm this works for them in 26 R1? 

Does anyone knows how to do 2 business events, one that fires when you put an attachment on the shipment and another one which fires when you put an attachment on the related invoice using the same GI (SO-SHP-INV GI) I am not concerened about the subscriber you can use any but I just need it to fire on both scenarios

Is it possible to do a reversal of depreciation? I have a customer that depreciation got ran until late 2024 and they can’t dispose of assets now. Or would I need to go in and do a transactions for each one?

Hi All, New to Acumatica here! I am trying to complete some certifications through the Acumatica Portal → Learning Paths → Partner University but when I click on the hyperlink for the Partner University I get a pop up that says my Partner University account is in an ‘inactive status’. I tried escalating this to the recruiter that created my Portal account for me but they could not do anything about it as they have no control on the backend of things.. I tried creating a ‘New Education-Related case’ through support tab but as soon as I clicked on it it just brings me back to the ‘Welcome to Acumatica’ Homepage. Any ideas as to what I can do here? Thanks in advance!

I am trying to email a quote from the mobile app. How would I do this?

Hi All, We are currently working on a simple Data Integration via .csv file through an SFTP server.Our client gave us all the credentials and we are able to connect via File Synchronization onto the Server (no security setting issue). Our problem is that Acumatica is not taking the file.As it is only my second time creating this, I was wondering if it has something to do with these settings down here: What do I need to keep in mind?We tried multiple things with the Import File Regular Expression and in the last test we just had a file exactly named this way and it didn’t pull either.Despite that, the wishful format is “Ott-Inv-YYYY-MM-DD” that we are pulling from the Server and we want to save a new version in Acumaticas file maintenance that then triggers Import Scenarios. (Import Scenario triggering is working when manually uploading new file). Any suggestions on generally troubleshooting Acumatica not pulling the file from the server?And any suggestions on how the Screen setup would