Everything Else

Is there a way to setup the Column layout for the same screen ID but with different document types? Example: Screen S301000 with SO order type would a have a different predefined column layout than when selecting the RO type…

Hello,I need to extend all my customers to vendor. I use the extend to vendor button and have set up all GL accounts、attributes, but when I enter an AP bill, it will occur an error. Please see attached photo. When the error happens, whether AP Bill or AR invoice will have the error that means I couldn’t release any of them. Please advice any solution to me. Thanks!!! 

Hello! we have been doing our work to get our badges and have the U100 data set in a testing company to work through the training with. Out of nowhere, today, we are getting an error when trying to bring up the Customers screen. we are opening it in windows explorer, we have not modified that i know of. Our other testing companies with other data work just fine. We are new to the acumatica world and so not up to speed on how to figure these issues out. If you need any further information to help deduce the issue please let me know. any help would be greatly appreciated.  Here is the stack trace message: [PXException: Error: This generic inquiry does not exist anymore.] PX.Data.PXGenericInqGrph.PrepareCaches(String id, String name, Dictionary`2 parameters, Boolean fetchSchema) in C:\Users\svc-builder\AppData\Local\Temp\~PX.Data.0\PX.Data.dll.il:936172 PX.Web.UI.PXGenericDataSource.InstantiateDataGraph(Type type) in C:\Users\svc-builder\AppData\Local\Temp\~PX.Web..1\PX.Web.UI.dll.i

Calling all customers!  If Acumatica hosted an online monthly “Live Forum” event what topics would you be interested in? Lets imagine we held an online event monthly for an hour, there were 4-8 virtual breakout sessions, you could join any of the live sessions, move around between sessions, and have an open discussion about the session topic.  There would be a moderator in the room who had experience in the session topic, but there would not be a formal presentation (and would not be sales oriented).  It would be customers sharing with other customers. I’d love to hear all your topic ideas!   Diana BowersSr. Customer Success Manager

Hello all,Curious about options here. Instead of using Outlook for mail, some people use the apple Mail app on their Macs.If they’re not interested in migrating to Outlook to use the Acumatica Outlook Add-in, what are their options? (On 3/10/21 I didn’t come across any options in the marketplace.)Could I drag/drop an email from Mac mail into Acumatica to log activity, for example? I don’t expect that to create a contact but perhaps there’s some level of compatibility we can help them achieve.Thank you for any ideas.Arline 

During creating various pages we have found that information stored in Wiki Table is not searchable by Global search option (Top left search bar)However whatever content which we put outside Wiki Table (anywhere in the page) becomes searchable. Could anyone suggest whether this is a Bug in Acumatica or do we need to do any settings or follow any steps? We use following version:Acumatica 2019 R2Build 19.208.0051

Attachment is zip file and size should be allowed.  Email is processed into Acumatica but attachments were lost.  No happen often but it did happened couple times.  Thought it is POP3 issue but not sure.

Is anyone here having horrible support on the weekends?  We’ve been recently acquired and we are trying to change our calendar to match the company that bought us and we are trying to test the change by copying our data into a test company.  We have left over 10 messages since 9:00PM EST last night and absolutely NO RESPONSE and it is now 8:00 AM EST.  If $250 an hour gets you this support then I have to scratch my head!!!

I have created a business event to send an e-mail to the owner of a case on a certain date that is set by an attribute. Everything is working fine, but on the subscriber section I can only chose to e-mail the person that created the case or last modified it. In our organization that isn't always the owner. Is it possible to e-mail the owner of the case? 

How can I expoert a Site Map on Wiki to Excel. Is it at all posible? 

How can we access the Acumatica “Chat” support as part of the Acumatica’s Direct Customer Support Services (Acumatica Standard Support)?  

Hello,Can someone explain to me what a test scenario is and how to create one.I need to create Test Scenarios for general ledger, accounts payable, accounts receivable, and fixed assets.  Thank you,B.M.

Is there currently any way to set it so that the notes from each of the detail lines of a customer contract will carry over to the invoice when created?

I'm curious to know what Acumatica developers think of the Vivaldi Web Browser. I've been using Firefox for Acumatica, but I'm considering switching to Vivaldi.

Hello，      I am sorry, but I have to report again, in 2020R2, I met status issue again.Look below: The status of SO is obviously should be completed, because shipment had already been completed. It looks like in 2020R2, due to unknown reason, we got now and then status issue.It is not rare cases, it happens every week. And other users have also confirmed this kind of issue. It might be the new “workflow” mechanism has some issues in it.  Before the developing team to find the root cause, I do believe a manually validation would help.See my idea below: That user manually trigger the system to recalculate. Like the issue I show above, the system would know the shipment has been completed and so the system can modify the so status to correct.

On many of the reports during the print process, there is a Send button.  This button would generate an email using the data fields from the screen or document.  In report designer, you can fill in the data or associate it to a Notification Template.  NOW in A2020R2, this functionality seems to be lost.  When you hit send, the data is not translating from the document and shows to coded values.  What a loss of functionality.  Clients frequently may have multiple templates associated with the document and were going to Actions to select the template.   The screen shot below is for AP payment register so you can email the Vendor the details that the check was applied for.For AR Invoicing, will this functionality be taken away?   How will it be replaced?  Business events still use Notification templates.  So do the AR preferences and other documents.   Within the Notification templates, there needs to be a way to have better formatting as well.    

Hi All,I want to save the huge xml response in SQL Server.At present, I am trying to convert total xml response to string and saving to DB, but here total response is not saving as the content is very very big.So want to try like saving the response as it is like xml. Is it possible to save like this.. If yes may I know the possibilities / approaches please.Thanks in advance.

In the previous versions of Acumatica you could go into the Automation Steps to add values to the Source drop down on Opportunities.  There are no Opportunity StepID’s defined in 2020 R2 so how do you go about changing that drop down list?

We are trying to create a business event that is sent out every Friday prior to everyone getting to work.  We are a world wide company so the start times are all different.  What time would the automation schedule use to send the reminder out?  The originators time zone, branches time zone?? Thanks

We are experiencing that our site is restarting several times throughout the day causing a lot of issues for us. These don’t happen at regular intervals, so it’s not a scheduled IIS process issue. I’ve been keeping an eye on the System Monitor to track our resource usage. I noticed that shortly after a restart, even with peak traffic we never use more than about 3,000 MB at a time. However throughout the day this will slowly creep up until we hit our limit and then the site crashes and restarts again. This makes me believe there is some sort of memory leak.I attempted to troubleshoot this with the memory profiler DotMemory, however upon starting a profiling session DotMemory immediately complains of high GC pressure and pinned objects in Gen0 then crashes after about 5 minutes. I even unpublished all our customizations and got the same result.So I guess my questions are: Does anyone else experience these crashes? If so do you notice your memory creeping upwards like we do? Do you have

When clicking on the locationID in Orders grid on screen CR303000, system redirect to location screen, but not loading correct customer location.

We are using 20.104.0012, did not set default owner for each lead class. owner field of lead is removed after changing lead class committed. I think this is a bug.

Hello,       Per our test, even if the attendee has accepted the event with reminder.The reminder did NOT pop up on the attendee’s screen at the reminder time.Only the host will see the reminder.               Is it a bug? or is it designer to do so.           Please advise.

Hi, How can I access to the company Swetlife &Fruits as the video training says, I want to practice.

Can anyone suggest how I might fix this? I have a Quick Check that was released and voided in Payables/Quick Checks. It hit the GL correctly and the transactions were cleared on the Bank Reconciliation. However, the Bank Reconciliation module still shows the Quick Check as two open Balanced transactions. When I click on the hyperlink, it takes me back to the Released transaction. Any idea how I can remove these from my Bank Rec? TIA!