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Acumatica product questions which did not fall into any other category

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chenwmJr Varsity II

asked in Everything Else

Unable to delete issues document

Good day! Have you guys encountered any issues when unable to delete the on hold issues document?Basically, we wanted to delete issues document because of incorrect branch. Our organization doesn’t apply the inter-branch mapping in Acumatica. Therefore we would like to correct this issues document. If we create issues document directly, we don’t have any issues to delete it.UpdateIN has been performed and the shipment has been confirmed. We had even tried to cancel the Sales Order but unfortunately system says: SO Error: The 20SO2024-000041 sales order cannot be canceled because some items have been shipped. No invoice has been created and released yet. The issues document seems like floating and we are unable to delete it.Anyway we can resolve or reverse the document apart from apply inter-branch mapping?

1 day ago

averagethoFreshman I

asked in Everything Else

Can't log in to mobile app

Hi all, I am having issues logging into the mobile app. Each time I try I get an invalid credentials error.I am able to login on the website, and have confirmed I am using the correct web address for the mobile app. We tried logging one of my coworkers in and their credentials worked fine.any assistance would be greatly appreciated.

1 day ago

travislawson

asked in Everything Else

Purpose of Customer Class GL accounts

What might be the purpose of having GL accounts on the Customer Class? The fields aren’t required and seems redundant. The posting class settings seem to override them anyway, and the options for posting class usage is limited to posting class, inventory item and warehouse.

5 days ago

michaelharmon5268571Freshman I

asked in Everything Else

Deleted Shipments

deleted shipments are populating back up in acumatica we currently use shiphawk but were originally deleted in acumatica how to fix

5 days ago

jzhuJr Varsity II

asked in Everything Else

Can a case be reopened if it is rejected?

Hello! Can a case be re-opened if its status is rejected? All of the actions are greyed out here because the case status is “reject.”

5 days ago

lbrown57Freshman I

asked in Everything Else

Copying Dashboards in 2024R1

I am having some challenges copying Dashboards in 2024R1.In 2023R1, when a dashboard is copied and pasted to create a new dashboard the system automatically assigns a new screen ID that is separate from the original DB. This is exactly what I expect to happen. In 2024 R1, when a dashboard is copied, pasted, and then saved then “View” is clicked, the site redirects to the Welcome Screen. In another scenario, if I attempt to copy, paste, and publish the copied dashboard with a new screen ID it creates the new screen ID but deletes the original DB.Does anyone have the exact steps on how to copy a dashboard in 2024R1?

12 days ago

ehernandezFreshman I

asked in Everything Else

how to enter a receipt and invoice at the same time

how to enter a receipt and invoice at the same time in acumatica

13 days ago

meganfriesen37Captain II

asked in Everything Else

DocuSign Error 24R1 - ‘An item with the same key has already been added’

Our client started testing the DocuSign integration in a testing sandbox with 23.117.021 and a DocuSign developer account this summer and everything worked. Now, they are currently testing their 24.110.0017 upgrade and the DocuSign 24R1 package using their DocuSign Business Pro account. Everything is the same for them from creating the file in the Sales Order screen, moving through to File Maintenance and then ESIGN. However, now when they press send, an error appears “ An item with the same key has already been added.” After reviewing the code, it appears to be using the DocuSign API to send, and we can’t see anywhere else on the Acumatica side that could be generating the error. Does anyone know how to resolve this error?

13 days ago

iqraharrisonCaptain II

asked in Everything Else

Dark Mode

I had a client recently respond with their acumatica instance in dark mode (at least that’s what it looks like to me!) and i was wondering if anyone in the community knew how to make this change? i thought it was the browser but when i switched chrome to dark mode, acumatica’s screens were still white. this is what i’m looking for:this would be an awesome feature (i saw a similar idea which i’ve included below but it seems to be about 4 years old so hopefully this reignites a spark)

13 days ago

MWijesuriya43Freshman I

asked in Everything Else

Running Contract Billing on Demanda

Hi,One of our customer has below requirement to create the invoices for the contracts.If they are getting in to an agreement on 10th of august, first contract period should be 10th august to 10th September. where as second period should be from 11th September to 30th September and third period is from 1st October to 31st October. from 3rd month onwards invoices are need to generate for 1-31 period of each month. Here, in the contract management form, I have set the billing type ha as on demand. But I could generate only invoice for the first month. is there any way this can be catered.

14 days ago

Anna DevyatkoVarsity I

published in Everything Else

Authorize.net is having API service disruption affecting credit cards processing

Issue description Authorize.net is currently reporting connectivity issues they are investigating. Please be aware that it can affect processing credit cards payments in Acumatica ERP.On a user attempt to process credit card or testing credentials, the system shows the following error: ‘AR Error: Credit card processing error. ProcessingCenter: The request cannot be processed. Probably there are some network issues.’For more details about this issue and status update please refer to the Authorize.net status page.

591

15 days ago

RussFreshman II

posted in Everything Else

Devicehub Printing Best Practices

I am trying looking for best practices in managing print jobs through devicehub. I’ll give a specific example that hopefully explains why and what I’m looking for.I ran into a situation where I have several print jobs listed as “Pending”. I expected that list to help me catch print tickets that didn’t print. However, I discovered that those Pending jobs were for Pick Tickets that were indeed printed (manually I assume). If I make that assumption and print the “pending” jobs, I will end up possibly shipping orders twice.I set up a schedule for Pick Tickets to print every 10 minutes. Some users manually print their pick tickets. I understand that if a user prints a job seconds after the schedule runs, we will end up with 2 printed pick tickets.If a user prints a ticket before the schedule runs, no print job is created. If a print job fails or is pending, then the user prints it manually, the pending jobs obviously do not changed to “Processed”.Just FYI -- We also had to limit manual

15 days ago

ehernandezFreshman I

asked in Everything Else

is it possible to filter the dunning letters by companies?

Hi: Does anyone know how to filter the dunning letters by companies?

18 days ago

debbiereed72Jr Varsity II

asked in Everything Else

Row Level Security - Restrict item classes by Customer Class

We want to be able to restrict selling certain item classes based on the customer class. I have been trying to do this via row restrictions, but am not finding a way to set this up. Anyone ever try this sort of restriction? Thank you.

18 days ago

jcox43Freshman I

asked in Everything Else

Can't save / download xml files from community

Is anyone else recently having issues saving xml file from the community? If not what steps are you using to save these files?

20 days ago

WoodyGilbertFreshman II

asked in Everything Else

Project Billing error - Recurring item sales subaccount is missing

I’ve never had this error when running Project Billing and thought I’d post it here before opening a support case with Acumatica. Action - Run Project Billing (Progress billing and not T&M)Error - Recurring Item Sales Subaccount is missing Anyone else have this and can point me in the right direction? I’ve looked at the billing rule and it’s default subaccount for sales is looking at the project (which has a subaccount).

20 days ago

tahayabaliVarsity I

asked in Everything Else

Update UDF using PUT API

Hi, All I am trying to update the UDF in the customer form. But when ever I am trying to use PUT API. It showing me the the Customer.AttributeAGDCRAN is not available in data set. I have also extend the API and populate this field in customer>>Attributes As you can see in below screenshot. I create AGDCRAN from attributes. Can anyone help or guide me how can I update this UDF using PUT API. http://accumaticaInstance/AcumaticaSB/entity/AGRAN/22.200.001/Customer?$select=CustomerID&$custom=Customer.Attribute.AGDCRAN” but this query is not updating the UDF. There are other Attributes also.Below is the body AGDCRAN is the udf{ "CustomerID": { "value": "0018293851" }, "custom": { "Customer": { "AGDCRAN": { "type": "CustomStringField", "value": "Apple jam 8 oz." } } } }

21 days ago

dsenevirathne54Jr Varsity III

asked in Everything Else

Email Template for Single Remittance Advice and Remittance Advice

Hi,We can share remittance advices through the process of “Print/Email AP remittance Advice” and by Send/Print Remittance Advice on the checks and payment form.Noticed that once we send through Print/Email AP remittance Advice system generates the report Remittance Advice(MBAP6000) but when sending through Checks and Payments it generated the report called Single Remittance Advice (MBAP6010).And the email content shared with both emailing options are different. I cant use the same template for both options. I have created two templates, but I’m not sure where to define the templates for each option.Could you please help here?Thank You,Dulanjana

22 days ago

TimRodmanSemi-Pro III

asked in Everything Else

Using a Business Event / Import Scenario to trigger UPLOAD USING MOBILE APP

I’m tagging @gmercede on this since I have a feeling that he might know if it’s possible.I’d like to be able to have a Business Event get triggered by some data in Acumatica. The Business Event would then trigger an Import Scenario and I’d like the Import Scenario to essentially “press” the UPLOAD USING MOBILE APP button shown in the screenshot below which would send a notification to a mobile device through the Acumatica Mobile App to scan a document and attach it to the Purchase Order.This would make the workflow a lot nicer because Acumatica would “come and ask” for a scanned document rather than the other way around.

22 days ago

ehernandezFreshman I

asked in Everything Else

How can I set the Dunning Letter final reminder?

I am unable to understand where I can set the final reminders for the Dunning Letters!thanks

22 days ago

tahayabaliVarsity I

asked in Everything Else

User Defined Feild Access only

Hi All, I have created one user define field and I want to get/put from Acumatica API but the problem is I dont want other data to be look in API. I have created User Define field in Customer Screen So how can I give permission to someone to just read and write That field and nothing else. Please help

22 days ago

tembersonFreshman II

asked in Everything Else

Acumatica URL Links Not Working in Google Chat

Hi Everyone,We use Google chat for internal company communication. Links we copy and paste into google chat do not populate correctly. The hyperlink display text is exactly what the URL should be but once it is clicked on, it populates this (W(20653)) string after the .com as “/%28W%2820653%29%29/”ex:hyperlink:https://company.acumatica.com/(W(20653))/Main?CompanyID=Roofed+Right+New&ScreenId=00000000What populates on the new tab: https://company.acumatica.com/%28W%2820653%29%29/(W(20655))/Main?CompanyID=….ScreenId=00000000The hyperlink ends up here: It looks to be having trouble with the (W(20653)) and then placing a new number (W(20655)) after for some reason. Has anyone faced this before or have a solution? I have been looking for fixes on the google chat side but no luck so far.Thanks,Tyler

26 days ago

MudaconFreshman I

asked in Everything Else

How can I send different “New User” email depending on user class in Acumatica

We would like to be able to modify to outgoing New User notification so that it first checks the user class, then sends out a different pre made NUn based on its findings.For example:An employee/internal user gets an email that says:Hello (Insert Employee name)!Your password must be updated. Please login at https://ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: your Email address Password: users passwordPlease visit https://ouracumatica.hostedsomewhere.comBlah, blah blah.But an unlimited external user would get:Hello (Insert contact name)!Your password must be updated https://portal.ouracumatica.hostedsomewhere.com using the following credentials where you will be prompted to change your password:Username: Your Email address Password: users passwordFor Help visit: https://portal.ouracumatica.hostedsomewhere.com/WTHAmIDoing/(Different Blah, blah blah.)Attachment 1 Attachment 2It seems to be hardcoded to only

27 days ago

BrendanLJr Varsity III

asked in Everything Else

Setting dynamic due/start dates for Tasks

I am trying to set a business even that creates a task when the Negotiation date is changed on a Contractible Ingredient but I want the tasks due date to be something configured like @today+30 with the start date being @today. these options are not available when selecting the from schema option nor does it seem to work when entered as such manually. is there something I am missing here or will this require customization?

28 days ago

gmercedeVarsity I

asked in Everything Else

No access token returned invalid_scope when using mobile app

When trying to upload using mobile app, or having a business event trigger a push notification we are seeing No access token returned invalid_scopeHere are the errors:When uploading using mobileThis all started after upgrading to 2023 R2. Currently on 23.201.0092.

28 days ago

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