Everything Else

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. 

After I prepared replenishment, I wanted to create a transfer order from Sales Orders | Create Transfer Order. But I received this error after clicking Process button.Anyone knows how to fix this error? Thanks.  

AR302000 screen I can’t longer set Hold to false, it say NullReferenceException since it’s not a field any more, I try to set the ReleaseFromHold action, but when set the Release action it says realease button is desabled. How can I set the Hold status to false from soap api?. If I clear Hold Documents on Entry, the payment is created, but we don’t want to unset this. 

I can’t get to litmos through the partner portal, I get an error, and not a regular 404, either. Anyone able to log into LEARN?

We are new to Acumatica and are trying to decide on renewing our SLS or pay per case.  I wanted to know what the cost range was for those who have a support agreement.  Any input would be appreciated.  

Hi, The bill screenshot below is unavailable when I try to apply it to the debit adjustment that was created by reversing the bill.  Can anyone advise why?  It also doesn’t show up if I go to Prepare Payments in an attempt to cut a check for it.  Everything about it appears correct to me.  

My company is looking for a way within Acumatica to track who (what person) has a unit that they are testing, QAing, or doing R&D on internally.  This is similar to a Check-In / Check-Out process where it will be in a specific generic location but show as being in someone’s ownership at the time and unable to be sold or transferred.  Is this possible? 

Hi, Is there a way to tie the same contact to multiple business accounts? Currently I have to create a new contact for each business account and it does not allow you to search other contacts and add them. This creates duplication for contacts. Example: Contact A, can exist under Business Account 1, BA 2, and BA 3. RegardsAmrit

We are attempting to retrieve a report using the SOAP Screen API, but the report we are getting back is blank.  The version of Acumatica we have is Build 20.112.0035.I have the following code:public void PrintReceipt(params PurchaseReceipt[] receipts){ client.Logout(); var screen = new Screen(); try { screen.CookieContainer = new System.Net.CookieContainer(); screen.Url = Properties.Settings.Default.AcumaticaERP_PrintReceipt_Screen; screen.Timeout = 10000000; var lResult = screen.Login(LoginDetails.name, LoginDetails.password); var schema = PX.Soap.Helper.GetSchema<Content>(screen); foreach (var r in receipts) { var ReceiptNo = r.ReceiptNbr.Value; Command[] commands = new Command[] { new Value { Value = "Receipt", LinkedCommand = schema.Parameters.Type }, new Value { Value = ReceiptNo, LinkedCommand = schema.Parameters.ReceiptNbr }, schema.Rep

I cannot add the request class item list, how to enable add function?  

Why do we get “You can’t delete the last link” message when we try to delete/remove an attachment on our BOM or Item?  In the screenshot we are trying to remove 10004893.pdf because the other file is the newest one.Message: You can’t delete the last link 

Hi !Just updated to the brand new 2021r1 and we have an issue with the autocomplete feature when used to find a client or a vendor reference.On the previous Acumatica version we used (2018r2), the autocomplete suggested only clients/vendors of the default family. I mean by that, the family set as default on the client/vendor preferences screen :Now, it suggests clients/vendors from all the families.How to apply the “default family” filter to the autocomplete suggestions, so it suggests only clients from the client family set as default in the preferences (same with vendors) ?Thank you :) 

Hello,We have a client who have an in-house Exchange server and have been using Exchange Integration with Acumatica since 2018.Many emails have been synchronized between Exchange and Acumatica.They are now moving to Office 365.Does anyone have experience with this situation and able to share thoughts?  My primary question is will there be an issue when the mailboxes are migrated, where Acumatica exchange sync is unable to recognise that emails have already been synchronized (therefore starts duplicating emails)?  I believe this will also depend on which method is used to migrate the mailboxes from Exchange to 365.Thanks in advance.

 I would appreciate views on how to manage this situation:Additional Info and screen shots attached.Company’s organogram is divided into business units. Each business unit has its own subaccount. The purpose of this is to be able to allocate employee costs and pull reports according to business units. Each Employee’s set of subaccounts is that of the business unit they belong to.At times it happens that employees move between business units. This requires that the subaccounts for those employees are changed to those of the new business unit they move to.One does not want to change an employee’s ID every time the employee moves from one business unit/cost center to another. Problem:The following information, entered on the Employees Screen, is not date sensitive Employee Sub-account Employee Company Employee timecard approver Employee Supervisor. This has major operational and integrity implications when any of the above information pertaining to the employee is changed.

As of 9:45 AM ET 8/30/2021, the issue is resolved. Hello everyone, Acumatica Community is currently experience issues with user login.We are working to resolve it as soon as possible.

Hello,     Correct me if I was wrong, per my test, the Acumatica Mobile APP is designed for ERP use only. It can connect to an ERP instance and use ERP functionality. But It can not use the Customer Portal functionality. Although it also can be set to connect to a customer portal site, but it display empty.    Is my test result true or just I have to do some settings to make it work for Customer portal instance?