Everything Else

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)? 

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.  ???

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.  

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.   

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.

What does the error code mean and how do you fix it? It’s showing up when you click on an email under time and expenses, all emails, failed emails tab. One of the emails is our own internal user so I know that email is valid and the sending email account does not show it in sent items so it does not look like an issue with the email client.

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?

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”.   

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

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. 

Hi i have been having a strange issue when creating a shipment of a sales order via the API This is the standard endpoint i am using: (replaced my base address)https://baseaddress/entity/Default/18.200.001/ShipmentAnd the request:{    "Type":{"value":"Shipment"},    "CustomerID":{"value":"TEST1"},    "LocationID":{"value":"MAIN"},    "WarehouseID":{"value":"WAREHOUSE1"},    "Details":[        {            "OrderType":{"value":"SA"},            "OrderNbr":{"value":"ORDER123"}        }    ]}This does create a shipment for the order however the shipment number it creates has already been allocated to another shipment on the system. What could i be missing here? the Shipment number i an expecting is a new one that has not been previously allocated to any sales order.

Does Acumatica have any solutions to integrate with lease management/accounting software for easier recording underASU842? 

I have a batch of inventory adjustments to make, so rather than key them in I was going to use the Import from Excel function within the Inventory Adjustments form.  I've used this function within the order entry screen, so I was familiar.  I went to load records from file, browsed to the file (.xlsx) and clicked the Upload button.  The screen flickered, but the dialog box never comes up.  I've checked everything I can think, but nothing seemed to work.  I even tried importing to the order entry screen, to make sure that worked, and it did (tried the same file just to see if the dialog box would come up, and it did).  Is there a setting that has to be flipped on per screen to allow the import to go through?  What else might I be missing?  Using 2019R1

I’m curious to know how advanced most Acumatica end users are.  It seems that the only way to really get value out of Acumatica is to take advantage of generic inquires, dashboards, import and export scenarios, etc. and the other ‘middle-way’ programming features.  Are these mainly done by the Acumatica partners for their clients or do most end-users become skilled at these the way Excel has made ‘programmers’ out of ‘regular’ business folks?  Or are the majority of end-users large corporations that have IT departments working hand in hand with the Partner making customization projects and the small business market still pretty small? The is partially just curiosity, but I’d also like to get a sense of what our expectations should be for a Partner and what they, in turn, expect or are used to dealing with from us.  Having seen some amazing, custom, Acumatica setups I am always wondering if that’s the result of staff working with Acumatica for multiple years or a skilled Partner/consult

I’m pretty sure the “ship via description” field was the “description” field in the shop for rates screen in 2020. Why was it switched to the service method in 2021? Was this a mistake? I would argue that the ship via description was better 

Hello Acumatica Community,I am the Talent Acquisition Manager at LiveView Technologies, a Utah County based SaaS/PaaS company. I'm looking for referrals for an In House Acumatica Consultant to act as a IT Finance and Ops Business Partner.We're currently in a rapid growth phase and need someone with Acumatica Experience.Job Description: https://lvt.bamboohr.com/jobs/view.php?id=195To give you a little background, for the first 15 years of the company, we have never had a sales or marketing team. Without those teams, we have made deals with Walmart, Home Depot, Lowes, and Kroger Foods, to name a few. This summer, for the first time, we began building out a sales and marketing team. Since then, we have increased revenue by over $45 Million in net new deals, 3X of last year.The opportunity would be to not only join an excellent team and company culture, but also support a solution that truly is in a class of it's own. Please send me your referrals that would be interested in comparing thei

Acumatica Overview Webinar Tuesday, May 04, 2021  10:00 AM Pacific Daylight Time  45 minutesRegister Here.Acumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.Find out why more mid-sized companies are choosing Acumatica as their ERP solution. Unlimited user licensing on accounting, inventory management, CRM, and more.Hear a company overview followed by a product demo highlighting a few integrated business management applications, including Financials, Distribution, Manufacturing and CRM. 

I'm working on customizing the landing page in our company's Customer Portal by using a Wiki page, and I need to modify the displayed HTML elements of this page based on the current user's role, as well as write the user's name into one of the HTML elements.What I'm trying to find is a way to make a call when the customer portal home page loads, to any already existing functions that would return the name and role of the current user, so that my javascript code can modify the HTML accordingly, or any other way to get this information and have it available in the backend when the user logs in.I’ve found that these codes apparently return the user’s ID and Name, in some aspx files in the Acumatica source code, but I haven’t found a way to use them in the portal’s home page, if it’s possible:PXAccess.GetUserID()Current<AccessInfo.userID>Current<AccessInfo.userName> Thanks in advance for your help!

Construction is visual whether drawings, pictures, scope of work, etc. Most of that is initiated in the beginning before the project is even created. It would be very helpful if the activities (emails, attached notes, meetings, etc.), files and notes flowed from Opportunities > Project Quote > Project > Service Management (if applicable).This way these items do not need to be attached multiple times and the end of the chain (project manager, supervisor, foreman) can review some of the correspondence to get updated on the project.This files/documents following the flow would also be helpful in attaching to subcontracts so they too have the info needed.Does anyone have a way for the supporting documents in the initial opportunity to flow with the progression to projects/field service?

Hi, we’ve just recently upgraded a client to 2021R1 - Build 21.102.0070They use the warehouse management function in the mobile app through both IOS and Andriod devices. when using “Storage Lookup” they scan the warehouse, scan the location and nothing comes through. if they click “Review” they get an error “The view doesn’t exist”this also occurs when using “Pick Pack and Ship” if they click on any of the command buttons during the process - review/reset/scan/set qty anyone else come across this yet or can suggest a solution? have tried as “admin” and tried creating new user, checked the licence still remains, tried in separate company and tenant. have logged a support ticket also

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:)  

Register hereAcumatica General Business Edition Overview Wednesday, April 14, 2021  10:00 AM Pacific Daylight Time  45 minutesAcumatica is a company on a mission! We are a leading innovator in cloud ERP with customers located around the world. Acumatica ERP delivers adaptable cloud and mobile technology with a unique all-inclusive user licensing model, enabling a complete, real time view of your business anytime, anywhere.In this webinar we review the building blocks of Acumatica’s General Business Edition and discuss how these blocks lay the foundation for a complete business automation system. We briefly explore the interaction of the financial modules, reporting tools, integration points, mobile framework, and platform tools, followed by a product demo highlighting Acumatica Business Edition.Register here

The courses are good, but the documentation is too much for someone like me who learns visually. Is it possible to create 15 min videos also for all training material. I notice that it is provided for some course but not all.  

We are excited to announce our very first Acumatica Customer “Live Forum” event!Join us on April 9th at 1pm EDT/10am PDT, where we will be hosting an interactive Acumatica Community event.  No presentations and no sales pitch, this is your opportunity to pose questions to other Acumatica customers and Subject Matter Experts (SMEs), network with other Acumatica customers, gain insights and ideas in areas of interest, and chat with other Acumatica customers about specific topics!Think of the event as a virtual user group conference, and the “live forum” sessions as virtual rooms or roundtables.  This month we are offering 5 “Live Forum” sessions:eCommerce Session: Managing Product Information – What are the best ways to manage product information in Acumatica for your ecommerce site? General Session:  Dashboards and Generic Inquires – What tips and tricks can you share around dashboards and generic inquiries? Developer Session: Best Practices for Managing Customizations – What are some “