Everything Else

In the past month we have gone through a "phase 2" implementation of MYOB Advanced (Acumatica) that has seen a massive increase in the use of Attributes on Projects, Sales Orders, Business Accounts, Inventory as well as a big uptick in the number of business events, notifications (incl push notifications), GIs and reports that all reference these UDFs / attributes.  I am worried when I hear from our implementation partner that "attributes are going to be replaced by UDFs" How wise am I to continue to add attributes? (which have transformed the product to make it fit our business uniquenesses like a glove)  Is there anything you know about this @Naveen B or @Tim Rodman that could be of benefit to the wider Acumatica family to know?

Before sending an email to my final list, I like to send it out to my TEST list (which I create using my personal emails) so I can see the actual in my inbox. I did this, sent to 3 contacts (my test list), but haven't received the email yet. However, MAP says 3 emails were delivered. I'd love some help if someone has experience with this! Thanks.

Since having our system created by a 3rd party I would now like to create additional attributes within Project Task level however + option is grey. Is there something I need to do to be able to + more?

Does anybody know if you can link a file from an original document to a new document?  For example, if a file is linked to a Bill, can it automatically be passed to the Check document?Thanks -- Sandy

Hello All,      According my using experience, all documents in Acumatica after releasing can NOT be deleted anymore. Is this right?     But as I searched all help document , I did not find any words that describing this clearly?  Can anyone show me where I can find the written words. Thank you.

I want my purchasing team to be able to maintain the Vendor information on Stock Items, however I don’t want them to be able to make any other changes on the Stock Items.Is this doable through permissions/user access?  

Hi everyone - We’re looking for user success stories you are willing to share. Has your use of Acumatica helped your career? Had a positive impact? Helped you grow? Etc. Your story (with your permission of course) may be shared at the Summit. Thank you in advance for anything you’re willing to share with us!  

We have 20 clients on MySQL (2019R2) which we plan to migrate to MS-SQL (2021R1)What are the requirements for such migration exercise?What would be the best practice in doing so?Was looking at 2 options,i.e :Migrate DB from MySQL to MSSQL or SnapshotAny advice would be greatly appreciated.Thanks in advance.

We’ve created one user login for clock entry on the mobile app for labor recording by shop floor employees.  We are limiting the user login through role assignment to only display the Clock entry function on the App.  We are interested to know if this login password can be saved to a stationary android device? 

I’m trying to print the contents of a Note for a Service Request in a Notification Template. Anybody know the field reference I should use on that page? I’ve tried the solution suggested in topic “Notification Template - Invoice.Note,” which is to use field ((Document.NoteText)), but that only produces a blank line. Thanks in advance.

When navigating to Learn and cover development I was trying to access the Development T190 Training Guide.  I was then forced to login and challenged with a strange ‘Allow Request’ Screen with a title ‘Stop Spam’?  Screen attached as PNG file.

In the mobile app for 1 client the SO page is displayed differently than my others. The SO nbr itself isn’t displayed, so when my client has to find a SO by it’s Nbr he has to do a universal search. He said it wasn’t like this a week ago. I noticed there was an update to the iOS app about a week ago. Has anyone else seen anything like this? I’ve tried to find differences in customs with other clients, and can’t. This client is on the latest version of Acumatica. Also a suggestion, a separate category for mobile apps? 

Api ExtendEndpoint/20.200.001/SalesOrder/CancelSalesOrder how to fixed if API retrun code Code 422 Unprocessable Entity?return body normaly like return body success 

Is it possible to have more than one quote under an opportunity that we eventually convert to a project? We are a window manufacturing company and often we want to split an opportunity into several phases (eg downstairs Windows and upstairs windows) and when successful in our bid, convert both, not just the primary to separate projects.Not sure how to do this?

Hi All, I am new in Acumatica and try to understand: when creating Entry Types should I ask the client about their cash transactions (what kind they use)? What is the best practice? Thank you 

Hi all!Does anybody know when the new version of Acumatica iOS/Android app will be release? Thank you!

For my each SO Line, I have 2 salesperson, where the salesperson can be different people or they can be the same people. The amount in each SO Line have to be split among the 2 salesperson where each salesperson get a percentage of the amount.In that case, how do I calculate the sales performance for each individual salesperson and display it on dashboard? 

Need the ability to clock in/clock out of projects in time entry screen. Today, you need to manually calculate the time and it is very cumbersome. Should be a fairly straightforward enhancementLink to product feedback:  https://community.acumatica.com/ideas/clock-in-clock-out-on-projects-2960 

I am creating a Access role so a user can only view Sales Order (SO). But I need the same person to be able to create a Credit Memo (CM). When I click the plus sign, the new CM is started, but all the other fields are view only.  Does Acumatica have the ability to limit access based on Order Type or any other suggestions would be appreciated.

Hi All,Our organization is new to Acumatica and have not upgraded even once. We are currently on 2020 R2 version and hoping to upgrade soon. We were not sure how other organizations plan their upgrades, the frequency, measures taken before choosing the version and any tests to ensure everything is alright. We are curious about some of the following scenarios as well:- If companies stick to as specific release, for example going from 2020 R1 to 2021 R1 and skip the 2020 R2 in between. - If companies wait for some number of updates & bugfixes after R1/R2 has been released to upgrade to R1/R2We really appreciate any and all the information we can get from the community to plan our first upgrade. Thanks in advance!

can product workgroup set it don’t allow to put any content or Grey in ?  

This new feature is great.  I created a video on it for those who haven’t seen it yet.    However because there can be so many records it would be great if a time date stamp was there as a header, or to help format it because it is hard to make sense of all these records.    

Folks, I’ve caught the demo in Vegas, and I’ve seen the replay again … and now I am curious. I’d like to get this setup in my 2021 R2. Where are the instructions/guide?  Anyone out there have any intel on the experience? Thanks! John 

I am having issues with applying customer payments to invoices. When I either type in the customer invoice number I get the below error. Error: Unhandled exception has occurred, your changes have been rolled back: Error: An error occurred during processing of the field Reference Nbr.: Error: 'Reference Nbr.' cannot be found in the system. I have attempted to use the magnifying glass to search as well, but nothing comes up. The document is open, for the same customer that the payment is being entered for, & I don’t show any other issues that would prevent the application. We have had issues since we upgraded with the “Auto-apply” function, & have been unable to find a fix. We use a work around for applying the payments.