Acumatica product questions which did not fall into any other category
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Customer with Acumatica Direct Support plans, this video is for you.It describes how to create Acumatica account and how to submit cases to Acumatica Support Team.
An Acumatica client recently saw a webinar (Jan-Feb 2021) with new features that are to be added to the Acumatica Customer Portal to allow a customer to view an invoice and process a payment for an invoice. Can you verify that feature – taking a payment on the portal, what release and what is the cost? I just reviewed the 2021 R1 release notes and saw no reference to this. Do you know if this is planned? And…. If you can direct me to any documentation or a webinar that would be great.
Only some of our users are seeing this message. Is there a permission or something that throws this notice up? Thanks in advance.
Just curious to see if anybody started to use Acumatica Survey from Github? If so how has your experience been so far? If you haven’t why not? If you like to learn more ask a question here.
I have built a GI against projects (we have an attribute called "delivery date" ) to give our delivery drivers a view of what they need to deliver to site from the facory today. The GI works nice and comes across to the mobile app real well, but I want to have it so that the delivery driver can tap on the project in his filtered view and it will open the correct project for him to upload photos of proof of delivery directly to the project. Currently they have to jump out of the delivery view and search in the project for it. Example of how today's deliveries look in the app... If only we could just tap on these …
Running version Build 21.115.0017.I looked at vendor which indicated that I was the last one to make the change via the Audit History… screen menu option.My co-worker logged on and looked at the same vendor and looked at the Audit History and it showed that they made the last change at the same time.Then we looked at the same customer record with the same results. His view of Audit History showed that he made the last change and my view of Audit History showed that I made the last change.Has anyone else seen this?(note that the user timezone has not been set so the difference in the times are due to timezones)
Dear Experts,This might be a silly configuration issue, but I’m stuck and need your help.I created a new Discount Type with a Sequence: Now, when I tried to apply this discount code to an Invoice Document Detail, system still complains that there is no matching discount sequence to apply - can you please let me know how to fix this? Thank you very much!
Hi guys,I’ve noticed that there’s Pending Approval Notification for EMP Time Cards, but we want another notification working as following: whenever a time card is rejected, the owner/Employee should receive an email that he/she should check the reason, revise it accordingly and resubmit. So far I couldn’t find it anywhere in “Time & Expenses Preferences”. Is it possible to achieve it?Thanks.
I have a generic inquiry that looks at all sales orders. My goal is to send an email to required receipients when a ship date changes. Here is the trigger conditions:and the fields to track: The Business Event history is empty. Ship dates are being changed.Any ideas why it is not triggering? Is it a problem with the BE or GI?
I have 2 tenants in our Acumatica install (single server). Test and Live. On our Test tenant I was able to get a System Email account added, setup and working perfect. However on our Live tenant, after mirroring the settings exactly like the account on the Test tenant, after clicking the [TEST] button, it just spins, and the Elapsed Time just keeps counting.I've triple checked the system email account settings, everything matches.Some notes:The spinner "Press to abort", does nothing.System Management -> System Monitor does show the running process. However the ABORT button does nothing. Also, if I click [Active Threads], it shows this error in the modal that pops up: User: xxxScreen: ~/pages/sm/sm204002.aspxCommand: checkEMailAccountTime, sec: 750at System.Net.UnsafeNclNativeMethods.OSSOCK.recv(IntPtr socketHandle, Byte* pinnedBuffer, Int32 len, SocketFlags socketFlags)at System.Net.UnsafeNclNativeMethods.OSSOCK.recv(IntPtr socketHandle, Byte* pinnedBuffer, Int32 len, SocketFlags so
How do I edit the order of the SECTIONS on a wiki? These would be the wiki headers like REFERENCE, END USER, etc in the ACUMATICA EDUCATIONAL RESOURCES help link. The order seems to be random with different sites and I’m trying to get END USER set as the top section instead of REFERENCE.Thank You!
We have a need to be able to assign workgroups to Tasks (which of course Acumatica supports). We need to be able to send email notifications to all members of the workgroup that have been assigned to the task.Does anyone have any ideas on the strategy using Business Events/Notifications? I have tried with a generic inquiry to create a record in the GI for each member of the group - but the Notification never gets triggered. ThanksBob
Is it possible to have more than one quote under an opportunity that we eventually convert to a project? We are a window manufacturing company and often we want to split an opportunity into several phases (eg downstairs Windows and upstairs windows) and when successful in our bid, convert both, not just the primary to separate projects.Not sure how to do this?
Hello, I’m looking to automatically add an item to an order when a certain item is entered on a sales order.An example would be: User enters item ‘X’ on the sales order, and item ‘Y’ is automatically entered after it.This is useful for promotions or when we’re trying to sell certain products together. It’s easier for our sales team if there could be some automation, instead of manually entering these items each time. Thanks
I have created an email notification in Email Notification for ACH payments that includes the date and amount of the bills and payments in the email, but the formatting is not carrying over from the formatting on the records in Acumatica. An example of my email is below: Payment of $2850 is in process from via ACH for the following transaction details: Bill - 123456 - 9/2/2021 12:00:00 AM - Services Provided - $1500 Bill - 123568 - 8/23/2021 12:00:00 AM - Services Provided - $1350 Is there a way to get the date formatted without the timestamp and the numbers to format with a comma and decimal point along with the zeros?
I just wanted to ask to see if other people are having issues with the Partner Portal currently? I can’t open a support ticket, it just spins and spins, and then it will time out. -RJ
