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Hi, is there any way to see the complete inbuiltlist of reports within Acumatica, without searching through workspaces or sitemaps?

Dear Experts,This might be a silly configuration issue, but I’m stuck and need your help.I created a new Discount Type with a Sequence: Now, when I tried to apply this discount code to an Invoice Document Detail, system still complains that there is no matching discount sequence to apply - can you please let me know how to fix this? Thank you very much!

Wrong forum.

Hello!Would just like to ask for your experience in the Acumatica upgrades specifically in the preparation of the Sandbox environment, testing and post-upgrade activities.Does your team perform the stated activities or is it your Acumatica Partner who does it for you?We only have the standard Acumatica workflows and with simple customizations.I am not a developer so I am not sure if I can manage the sandbox setup and testing activities up to the actual upgrade.

Is there a way we can closed multiple open cases at one time vs. closing each one individually?

If a user is required to approve a document via an approval map, is there a way he or she can reassign it to another user?   The only obvious options are Approve and Reject.

When I check the reminder box in any activity, event, task, etc.. (See below) Nothing happens.. Is there a business event I need to set up to send a reminder email? Any info or help on this would be very much appreciated :)  Thank you!

For example, customer wants to send a bi-annual company newsletter to a marketing list with a personalized greeting such as “Happy ((Month Name)) to you ((FirstName))! “Mass Email source is a Marketing List dynamically populated from a GI GI results include a field to display =MonthName(Today() I don’t see Month Name from the GI results as an option to bring into the Mass Email I do see Month Name from the GI results as an option to bring into a Notification template, however  Would it be best to use a notification template instead of a Mass Email when you want to display data such as this (e.g. formatted Date/Time Data)? 

According to the Web Service Endpoints page, making an api call to Customer?%24top=100&%24skip=0&%24expand=MainContactShould return the Address data. However, the response does not contain the Address data. It contains all of the other data listed on the Web Service Endpoints page except that. I can see the customer addressed in the UI, but they aren’t coming through in the response. Has anyone else encountered this? Is there another solution to retrieving a list of customer addresses?Thanks! 

I have an Approval Map use case for sales order that I cannot figure out.Employee is immediately notified.If the employee responds within 14 days the document is completed.If the employee does not respond within 14 days then a second employee is notified.My initial thought was to make two steps, placing a decision wait time on the first step.  However, if the first employee responds I do not want the approval to fall to the second employee.Does anyone have any ideas how this can be accomplished? TIA.Russ.

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. 

In SM200530 the password field is, in the database, 50 characters long.  However, if I enter a password like:abcdefghijklmn1234I get an error when saving:Error: Updating  the 'Certificate' record failed because data in some field is too long.2021 R1 Build 21.103.0054

Trying to create an issue in ACE from Outlook but get the error: CS Error: Cannot generate the next number.  Manual Numbering is activated for ‘PROISSUE’.  However, in Numbering Sequences, Manual Numbering is not activated for PROISSUE.  ???

We have been sending emails regularly and this is the first time we receive this message.  These are not spam emails, its information we provide to our customers which they provided their emails.  How can I remove this error/flag? 550 5.7.1 Message detected as spam. [1626014335-920365].

Hello Everyone,We are seeing below weird issue while opening “Customers” screen, but actually SyncTimeTag table is already present in database. Please find the screenshots for reference.Can you please let us know, when can we get this issue and how to resolve this. The table with the name 'SyncTimeTag' does not exist in the database.  

Notification templates only allow you to enter a specific user, email address or placeholder for an email address in any of the recipient fields (To, Cc and Bcc).  Has anyone identified another way to accomplish this?Email notification to all members of workgroup to which entity is assigned identifies a similar need, but it applies to entities assigned to workgroups.  In my case, I want to send the emails to members of a workgroup of my choosing, even one not assigned to the entity.  For example, on creation of a new vendor, I want to send a notification to everyone in an AP workgroup. 

I’d like to add a new Activity Type for a customer, but when I click the ‘+’ button, the Class field defaults to “Activity” and I can’t change it.I’d like the Class for the new Type to be “Task” so that the Start Date, Due Date and Reminder fields are available.Is there a way to do this?Thank you! 

Hi, is there a work around process whereby a client orders stock items and the system compares the stock item/color and quantities ordered to already defined Kits. If an exact match is found, then the order will be converted automatically to a kit.

Hi Anyone know that we can link the below P&L in financial report page to Dashboard , which mean we can view the below information in dashboard through a link or other method?  

Hi I understand that we need to create Generic Inquiry for the above in order to add the Net Profit and Net profit Margin % in the Dashboard.Not sure who can give me a guide that how to create the generic inquiry for this matter?Is there any simple and straight forward method to add in the Net Profit /Net Profit Margin % in Dashboard except created GI? Thank you and hope to some guidance from you all soon.   

We are trying to create an business event to alert users when they leave emails in draft status.  We have everything running fine except we have not found a way to link directly to the draft email.  I have tried duplicating the URL structure you get when you go to the all emails screen and click on an email (I substitute the noteID with the correct one), but that ends up taking us to a blank email.  Anyone have a good URL that goes directly to an email?

In 2021 R1, Acumatica provided the ability to take pictures of business cards and automatically add them as leads or contacts using an AI/ML engine. In many situations, the business phone number was not recognized (see image 1 below). In this case the user has to push the phone 1 button and select the phone number. To address this issue, we now have a customization project which eliminates this manual step (see image 2 below).  Before installing fix: need to select Phone 1After installing fix: phone 1 automatically recognizedGet the Customization:If you are running a version of 2021 R1 you can download the customization project here: https://acumatica-builds.s3.amazonaws.com/builds/zip/software/addon/fix/BusinessCardRecognitionPhoneFix.zip

Hello Everyone,Can we change the Selector field “Column Configuration” Title ?  Please find the screenshot for reference.Eg: We would like to change it to “Order Column Configuration” instead “Column Configuration”.   

Is there a way to change the vendor once the purchase order has already been received in? 

I have created a new CL200000 screen and from the RQ503000 screen I want to create an action to access my new screen by passing parameters