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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! 

We publish a new Quick Tip every Tuesday.  These are one to two minute short tutorials or How To Do some of the usability features within Acumatica such as setting up user interface favorites, search functionality, attributes, etc.  Please check them out here: https://cfbs-us.com/acumatica-quick-tips-channel/ Thanks and if you have ideas for new quick tips, please let me know!Nancy Phillippi214.347.7428 

Hi Team,Could you provide a description how I can receive Send Invoices by Email checkbox using API?I cannot fina a link to the API description.  

Hello,     In most cases, we apply payments to invoices.       Just some times, we would like to mark the payment for Sales order before shipment.       We want to use the “load orders” function under “Orders to Apply” tab to load orders of this customer all in once.         However, if this customer has had 1 “Cancelled” Sales order, this function will pop up errors. I know at least 2 ways to work around:1，just delete that cancelled Sales order2,  select the selection date frame to skip that cancelled SO. But both take extra and unnecessary efforts.        I truely and fully understand “canelled”, “voided” Sales order can not be applied to payment.Can the system directly ignore/skip these documents when people do the “load orders” fucntion? 

Hi folks,Has anyone worked out how to create links in attributes ?One example business use - customer using Projects has added an attribute to record the portal URL and username. This is because their customers often require them to provide updates via that portal.As ever I’m trying to use inbuilt Acumatica functionality without customisation as that is what my customers more readily access. I’ve added “Text” control attributes to hold the data but can’t make them into clickable links (probably just me not knowing how).If this isn’t possible, I’ll change the question into a wishlist idea, in which case having an attribute control type of “link” would need the following inputs (I suggest):-Link URI (maybe) Link URI type (web or local filesystem) * Choice of URI Launch Type of “New Window”, “New Tab”, “Frame” or “External” - if “Frame” the link could open the portal in a frame within the current Acumatica window or load an Acumatica WiKi with the frame embedded. If “External” link should

Why is it that some sites work as embedded pages in Acumatica (such as bing.com), while other sites do not work (such as yahoo.com)?

This issue brothers me for a long time.I have two environments. 1 for development, 1 for production. I did the same steps as below:1, Create a new customer named "TESTID"2, Delete the "TESTID" after creation immediately. At this time, it would be marked deleteddatabaserecord =1 in BAccount table.Now, here comes huge different. If I recreated the "TESTID" in my development environment, the system allows and just update the deleteddatabaserecord to 0 and other fields updated according to new input. However, the production environment won't allow to created the customer "TESTID", says "Can not insert duplicated line into object "dbo.BAccount" with unique index. The duplicated key is (2,TESTID)"This issue also happens to other entities, such as Stock Item. So is there a switch or specific setting?I would be really appreciated if somebody could give me the right direction.

Hello,I am Claudio Martin, I have been a JDE employee in the 90’s and then a free lance consultant for more than 20 years. I just started working with Acumatica thanks to an sponsorship opportunity provided by one of the Partners (not sure it is ok to disclose). I have 5 badges so far and working towards my Construction Consultant badge also. I live in Albuquerque, NM (USA) and thanks to my consulting career I’ve been able to travel all over and learning different cultures but, as you know...this have all changed due to the pandemic. I look forward to hearing from you and if I can answer any questions or you would like me to test something in Acumatica please let me know. I am new to the navigation but I believe best business practices and industry standards are pretty much implemented the same across most ERP software. Would you agree? My industry experience is mostly in Oil and Gas, Construction and Manufacturing, and my software experience involves Distribution and Capital Asset Man

A client is preparing to upgrade to 2020 R2 (Construction and Manufacturing) using a sandbox to evaluate and test enhancements of interest before upgrading.  I appreciate all the postings from Acumatica Support and others describing upgrade considerations and known issues.  This post is directed more specifically to users:  what unanticipated problems have you encountered using Acumatica ERP following the upgrade?

We have a customer that wants to begin using the Acumatica Customer Portal.  This will require some specific customizations to Acumatica and the Portal.  Before making the investment they are asking to speak to another client that uses the Customer Portal for customer self service.  Are there any customers that would speak to our client?  We do not need to be a part of this discussion.  Please let me know.  I can’t get Acumatica to provide a name since this is not a reference check; they already own the Portal.  

Since we have upgraded to 2020R1, we have noticed a job running daily called - Process Machine Learning Event.  Does anyone know what this does?  it has a couple of thousands events called ui/menu/node-selected that are processed.I am wondering if i can stop the job.

Acumatica’s Product Marketing team is looking to fill a Competitive intelligence position on the team. We want to broadcast this opportunity to our Partner Community. If you have experience with mid-market ERP solutions and specifically have robust knowledge base on Microsoft Dynamics 365 Business Central - we'd love to hear from you! Please refer to the posting here:https://www.acumatica.com/careers/Title: ERP Product Marketing

As I know, currently the user has to open a dashboard in order to refresh it. But I want it to refresh itself on an unattended screen.Thanks

Acumatica sends out Newsletters and educational webinar announcements that you may be missing. If you look in your Junk or Spam folder and find that our emails are ending up there, I recommend you add @acumatica.com to the Never Block or Whitelist in your email client.

We work in French often and some French words have accented letters. For French words with accents, we cannot use any search fields without putting the accent on the letter in our search, or else it won't work. For example, if we only type the letter "e" with no accents the search field only picks up "e's" with no accents but it would be beneficial for the search function to pick up all "e's", accent or no accent.

Is there a way to change the Document Category for the partial lien waivers to say “progress” instead of “partial”?