Everything Else

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 “

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.