Everything Else

Hi Community, Trying to enter a new Task, and running into this error. Has anyone ran into this before? I cannot find any documentation on it.Cheers,RJ

Hope this is okay to post here. I co-host a podcast called The ABCs of ERP & Beyond with Nirav Shah (an Acumatica VAR at AdCirrus ERP). We've been publishing episodes every two weeks since early 2023, and Acumatica features heavily throughout.We cover things like:Real go-live experiences and implementation war stories Acumatica Summit recaps and new release breakdowns Practical how-tos and demos within Acumatica Broader ERP topics that apply regardless of platform — from project team structure to go-live riskWe try to keep it honest and practitioner-focused rather than vendor-y. No fluff, no sales pitch — just two people who work in and around ERP talking through real scenarios.If any of that sounds useful, you can find us here:Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-abcs-of-erp-beyond/id1663062815 Spotify: https://open.spotify.com/show/3Zc1CkSRfSGwJSDS7vLcD3 YouTube: https://www.youtube.com/@theabcsoferpbeyondHappy to answer any questions — and always open to top

Hi All,We are trying to enable the audit history on the Sales prices screen AR202000.  We have it configured but when opening the audit history from the screen’s tools menu, nothing happens visually but when trying to navigate after, the site is slow and unresponsive until you close the browser window and reopen.  Does anyone have any insight as to what the issue might be? 

Hi community, I am trying to setup a few financial reports to email weekly out of the system, and I know I need to save the template and then schedule the template. The issue I am running into are the financial period parameters. Is there a way to set a template that dynamically pulls in the current financial period so that I can then put that template on a schedule? Otherwise, I don’t see a way around having to create a template for each period which wouldn’t work in the long run. Thank you,RJ

We’ve found a part on Create Purchase Order suggesting a order of 50 parts under IN Replanned. However, this part already has 88 units in stock, and SS is 10 and Reorder point is 20. Why is this part appearing here, and what does IN Replanned even mean?

Hi,  I am adding a pop up note in one of the customer.  Should this pop up note can also be displayed when creating project?Currently it does not show the pop up note and wondering if this is just normal not showing up in creating project.  Thanks 

We are experiencing issues with push notifications firing successfully but not being received on the mobile app. This was first identified when our clients wanted to enable multi-factor authentication, and upon investigating, we found that in our demo environment we could successfully create notifications but we didn’t receive them either. Here is a test notification I created that fires successfully, but no notification is received. We tested with multiple mobile devices, all with the notifications turned on for the Acumatica app, but nothing is received and the system shows no errors??   

Hi, I just realized that the system stores the date and time in UTC. I need to display the Created Time in GMT.What formula can I use in a Generic Inquiry (GI) to convert the UTC time to GMT?Thanks!

We are wanting to create a new tenant as the new company is not financially related to the other.   I want to copy the structure but not the data.  can someone provide the steps to copy the tenant to a new

I was trying to test out the new capabilities of sending multiple documents in one email and it created multiple emails instead of one.  I didn’t have an email template so that might be the issue, however I get an error when I created and attached a template. After attaching the template, I get an error “There is no active notification source to process the operation”.I had both check boxes clicked, Send documents in One Email and Combine Into One file.  I looked at enable/disable features and I didn’t see anything that specifically said Print/Email Sales (or Project) Quotes form.  I also noticed the date range doesn't do anything. I didn’t see invoices and quotes on any of the same screens so not sure how this works entirely.  The release notes states “Good news for sales and project managers: You no longer need to send multiple invoices, quotes, and orders one by one to a customer or prospect. In Acumatica ERP 2025 R2, you can attach multiple documents to one email for each customer—

I am setting up a daily email for tracking information on Invoices that have been released and have a date of “today”.  My GI is working, the Business event runs manually, but I setup the schedule and it is not running.  It sends but sits in the “Pending Processing” and as soon as I open the BE, the emails pop into my email (I’m testing all of them to my email for now).  Any answers?  

Hi, good day!Does anyone know about outbound IP whitelisting on Acumatica server? Can someone please share their knowledge about this.Thank you so much!

I have this purchased item that is also used in bills of materials. I’m wondering why inventory planning is allowing us to have a negative “projected on hand quantity” when I am asking for a safety stock of 2,200?  

How do I limit a user’s access to just a specific branch?

Summit 2026 Breakout Session Presentations - Consolidated  

Is there a way we can access the slides from each class we took after the Summit is over?

Summit 2026 Breakout Session Presentations - Core PlatformAttached are PDF versions of the PPT presentations from our breakout sessions. Accounts Payable: Streamlining Accounts Payable with AIAcumatica Payments: Speed Meets SimplicityCRM 101: From Login to Leverage—Unlocking CRM PowerCRM Opportunity Management: Strategic Sales Pipeline Management in ActionFinancials: Detecting Risks Before They Become ProblemsMonth-End Close: Practical Tools to Speed Up and Strengthen Your CloseInsights from SMB Leaders: Practical Steps for Driving GrowthOperational Leadership: Panel Discussion on Driving Excellence in a New EraPayroll: Managing Costs and Achieving Clarity with Payroll PrecisionProduct Roadmap: Give Input, Ask Questions, and Vote on Acumatica’s Next Great FeaturesReporting: Modifying Financial Reports with ARM …and ExcelAcumatica Retail Edition: Ask the Experts Connector Forum 

Is there a way to set up a default task in acumatica that has preset sub tasks? For example if we want to create a task to process a customer refund and what some of the bigger steps associated with that task as sub tasks, is there a way to have that pre-programmed in Acumatica?Thanks!

Hello,User emailed an Invoice from the Invoices screen and noticed they wanted to make some changes.I made some minor text changes to the notification template for invoices.I opened the invoice in the Invoices screen and emailed it a second time to see my changes.It seems to be using a different template completely the second time as I did not change the subject line, but you can see it is different.  My changes are not in the email.  Below is the notification template I edited.  You can see the subject still says “available for viewing” at the end.  I search “is now available” in templates and do not get any templates related to invoices.“is now available” is in the top message in the image above.  It is the second email after I made my changes. So I do not know what template Invoices are using or how to make them use the same template notification ID it was using before.  The one that I edited. Thanks,Larry

In 2021 R1, Acumatica provided the ability to take pictures of business cards and automatically add them as leads or contacts using an AI/ML engine. In many situations, the business phone number was not recognized (see image 1 below). In this case the user has to push the phone 1 button and select the phone number. To address this issue, we now have a customization project which eliminates this manual step (see image 2 below).  Before installing fix: need to select Phone 1After installing fix: phone 1 automatically recognizedGet the Customization:If you are running a version of 2021 R1 you can download the customization project here: https://acumatica-builds.s3.amazonaws.com/builds/zip/software/addon/fix/BusinessCardRecognitionPhoneFix.zip

Anyone know how to remove send reports from the list?When I click on selected and process - it does not process the selected item but rather the item that has cursor focus? How is that to be fixed?Would like to be able to Edit the Template Name, how?

Hi, I saw a post regarding this:But the resolution is not feasible to us. Is there any other way to restrict users to a specific vendor class? Purpose of this is we would like only one user to view an create transactions for a specific vendor class. This user shouldn’t also view, enter or edit bills for any other supplier class.

Hello All, I am trying to set up a Step in my Expense Claim Approval Map that Auto Rejects Claims with a place holder expense item we use to do an import.   Back ground:  We do an import scenario to upload corporate card charges to generate expense receipts with a generic place holder UNCODED.   What I want to do, is if a user happens to miss recoding a receipt and try's to submit it for approval with an UNCODED item on it, it auto rejects.  Below are some screen shots of what I have, the issue is it does reject but it rejects every expense claim regardless of Expense Item.    Thoughts? or Solution would be awesome!   

Hello everyone,does anyone have an idea why the entry of a new customer-specific price with scale quantity = 0 requires a valid-to-date, but the entry with scale quantity = 1 does not require a valid-to-date?It only affects the customer with the id: 13051. There are no problems with any of the others!Is there perhaps a customer setting somewhere that can lead to this? Example with scale quantity = 0 → it works only with a valid-to-date Example with scale quantity = 1 → it works without a valid-to-dateThanks in advance.BG Deniz

Is there a way to email the Purchase Order or Sales Order directly from the mobile app?We have several people who are using the mobile app to create either purchase or sales orders and need to send it to the customer/vendor immediately upon creation. However, the option to email the PO or SO isn’t on the main screen. Is it hidden somewhere or do we have to add it somehow?