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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 

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?