Everything Else

Hey All, I have run into a recurring issue, where we cannot close Production Orders due to unreleased transactions. Which know how to find material, move, and cost transactions related to the production order. But there are a bunch of move transactions that are in a balanced status, however I get this error when I try to delete them.  It says that this transaction has a related transaction that is already released? I don’t understand how that works if this transaction is not released, how can there be one related to this that is already released? And even if it is, why does that stop me from deleting this one? I’d love to see where these two transactions are connected.

Can someone tell me  how to import snapshot into our test tenant?  

Is there a way to select a template and change the default selection from before email body to after email body?

Has anyone had any issues with the 32 character limitation when entering Billing street address?  This seems a bit low to me, believing it should be closer to 50?  

Hey everyone! I’m working in the engineering workbench and for some reason I can’t utilize all of the grey area below the red line. I’m no a PC using firefox if that is helpful. This makes it very difficult to view.  

I am creating an order and then, while in the sales order I go to the payments tab to add a payment.  Once I have created the payment,  entered a credit card and captured, I then want to print a copy of the payment using Print Payment option under the elipses on the page.   However I get a message saying “you have insuccient rights to access the object (EB620000).   Has anyone else had this same problem?

Hi,We have a client that is trading in multiple vehicles in a package deal to purchase multiple OTHER vehicles. Do we fully dispose/sell the originals and create/purchase the new? What about the NBV of the old assets being transferred to the new?Thanks.

Is it possible to create a report of all exports (from any screen that allows exporting -- Export to Excel icon) that occur in the system during a specific period of time (e.g., weekly, monthly)?   This would be to monitor what data is being exported and by whom.  Does a report like this already exist?

Hello,  I am trying to use the primary contact email in the “To:” field in an email template based on the Request for Information Screen. Does anyone know how I indicate to use the primary contact email? I only see Relations.ContactID.Email and that keeps returning the first email in the list rather than the primary contact email.  

Hello. I am looking for general guidance at this point to understand a direction to go: We currently use SharePoint for workflows to send notifications to different departments for rejected materials / issues. Example:Step 1: Enters Rejected Material ( Item  / Date / Issue / Vendor / Comments / Etc.Step 2 - Upon submission email is routed to QC to address concern and confirm there is an issue with the material / itemStep 3: Email triggered from Step 2 to Purchasing - Purchasing will review  / comment / discuss with vendor and comment on “Vendor Action” Step 4: If needed, email will go to shipping for resolution - ship back to customer etc. Step 5 - Close out Issue Any of the above steps can be bypassed by any group if they feel they don't need involvement. This is the general flow, but wondering if any one has any experience with something similar in the system / module or should just stay wit

Does anyone know of a way to have the cash account and payment method on a new bill/adjustment default to a specific account based on the financial branch selected?  

Hello,I accidentally ended up with almost duplicate Inventory ID’s for some products.  Correct Inventory ID - HEMWPAAD2027 - not associated with any other recordsIncorrect Inventory ID - HEMWPAAD02027 - SO’s and inventory all associated with this ID.Difference is the 0 after the D.  I am trying to delete HEMWPAAD2027 as a tock item, which it looks like it does.Then I want to Change ID on stock item HEMWPAAD02027 to the now deleted (but correct) ID of HEMWPAAD2027.I hit delete, and it appears that this item is now deleted. I try to change ID on HEMWPAAD02027 to the ID I just deleted, but g

Hi All,I am looking for a way to permantly delete a user from the mobile app without disabling the user. Mainly just through UAT for now. I have hit the DELETE ALL and DISABLE ALL buttons along with forcing the user to change their password but after that, they are still able to log back into the mobile app, especially with Face ID on the iPhone. Does anyone have a suggestion? 

Hello, Does anyone know how to remove predefined selections from a drop down in a GI? This is from the opportunity screen. There are some of these items in this list we do not use and was requested for those not to be seen as they are not active in our setup or being used on the opportunity stages.  

We understand that In Acumatica, the "estimated lead time" is typically calculated by combining the vendor lead time that is manually entered in the vendor details with any additional lead time days that are manually entered on the inventory line item itself and then displayed as the estimated lead time for that item.  Based on the information we've found so far; it seems that the manual process mentioned above is the only option. For companies with large inventories, numbering in the tens of thousands, automating this function is essential.Our questions are:Does Acumatica have logic that automatically calculates estimated lead times.  If so, how do we go about setting it up?For example, instead of manually updating the lead time on both the vendor master record and the item master under the vendor tab, is there a way for the system to automatically calculate the average lead time based on PO issue date

Summit 2024 RecapThank you for your interest and participation in the Acumatica 2024 Summit. Everybody left Las Vegas invigorated and excited to help us build the future of business together!Link to keynote recordings (sign up required): https://summit.acumatica.com/Summit 2024 Breakout Session PresentationsBelow are PDF versions of the PPT presentations from our breakout sessions.Core Sessions Type Link to PDF AI and Machine Learning: AP Document Recognition, Intelligent Text Completion, Anomaly Detection Informational pdf Business Data: Bring your

Is it possible to disable or hide “Recently Viewed” list in Acumatica interface screen (2023 R2)?“Recently Viewed” list button 

I work as a Client Relations Specialist at my company, which is new to Acumatica. Our Operations Manager suggested that we begin learning the system before it goes live. My job is taking orders mostly from POs and answering clients questions. I was curious about which learning path I should start with, especially from those who have already gone through the process and were in a similar position.Thakn you.

Good day When uploading images on the mobile app, sometimes the images will not sync. There is also no option to sync the uploaded files. It looks to be a caching issue. Has anyone seen this issue before or know if I can implement a setting on the phone to resolve this?Please see below video.  This is a custom development screen, but as far as I know the image upload is built in.Acumatica version: 23.106.0050 

Autocomplete is not working! is it because of the new update version? I am at Transactions for Account. 

I set up a shared filter on a GI screen, but now it is showing up in unrelated places like the source data screen for ARTRan. The GI does not make use of the ARTran table. Any reason why?Filters:GI Results Screen:  Unrelated DAC Source Data: 

Hello I was curious if any has been able to use PO recognition - PDF Extract tool and was able to answer some of my questions. While watching the tutorial video, I noticed that they mention clicking the "Recognize" button, which then uses recognition algorithms to extract the important data and create the Sales Order. Are you able to highlight the fields you want to go into different sections, or do you rely on the algorithm to find all the right information? For those who have used it before, would you say it is pretty accurate in finding the information? I ask because my company has some complicated POs, and I was wondering if you can select and anchor information, similar to how UI Path does it with their automation systems. Is it able to read a PO that is more

Hello,  Despite having “Administrator”, “Wiki Admin”, and “Wiki Author”, I cannot add articles to the top level folder for a wiki I created.  Please see below:  I have ensured that I have no conflicting roles and that the roles I am assigned have the most permissive (Delete) access to all Wikis including the new one I created. Thanks so much.

Hi EveryoneI have provided details to some of my colleagues on downloading the mobile app but they are having issues gaining access.I had originally set up 2FA and the app was requesting an access code but no notification anywhere of what the code is.I followed the basics for them to remove the app entirely and reinstall after I removed the 2FA. It is still requesting a code.I even generated access codes but none of these are working.Any ideas?Thanks!

Every time I try to search a customer or phone number with the universal search, I receive an error message. We have tried restarting the full-text search, cleared the cache, processed all in the rebuild full-text entity index, rebuilt a new database for my site, upgraded to the most recent version, and applied a new license. The problem still persists.