Everything Else

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.

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.

Hello everyone,I've encountered an issue concerning how item descriptions are handled between the Stock Item  master and its usage within the Bill of Material module.When I update the Description of a standard Stock Item (e.g., on the Stock Items (IN202500) screen), this change is not automatically inherited by the corresponding component line item within any existing BOM. I must manually open and update the BOM to reflect the new description.Why is this the intended behavior in Acumatica? From a data consistency and efficiency standpoint, it seems logical that the BOM component's description would always reference or automatically update from its master Stock Item record.Could someone explain the design philosophy behind this apparent lack of synchronization? I'm trying to understand why this would be implemented as a feature to be managed manually, rather than an automatic system update. Is there a specific business scenario this design

Only some of our users are seeing this message. Is there a permission or something that throws this notice up? Thanks in advance.

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!

I created a template for adding specific line items to a sales order. When the line items are added, I want the Manual Price flag to be unchecked. I marked the manual price flag as False in the template. However, when the template is applied, the manual price checkbox is marked as true.  

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.

When working in cases, is it possible to change the default email template connected to the ‘create email’ action? (image below). Thanks!Pete  

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? 

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.

We have sales orders that come thru with retail (stock) items but also non-stock items such as donations to other organizations. We also take sales orders up to 6 months in advance before we can fulfill them (we deal with live plants and seeds). When donations come in I would like to invoice the sales orders for those lines. Is there a way to do that? 

** Admin update Feb 24, 2026: see post by Doug Johnson with the Modern Portal Admin Guide for step-by-step installation instructions **Hello,I’ve enabled the new Modern Customer Portal but when I log in as admin or a Customer Contact with user and roles assigned nothing displayed.The Portals record has been configured.Anyone have ideas on what could be the issue?  I’ve tried with the classic Portal Enabled and Disabled and nothing changes.Tried with classic on/off.Various roles tested also, all on/off, etc.

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!

I searched but I wasn’t able to find anything.  Has a date announced as to when the 2025 R1 release will be available to all customers. We are currently on 2023 R2 and want to upgrade before the retirement date of that version which I believe is May 30th.   We are looking at going to 2025 R1 instead of 2024 R2.

Can customer use Acumatica 2024R2 until June 2026 when this version retired on 5 May 2026 ? Because the expired contract customer will due on 24 June 2026

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

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)

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

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?

How to delete all stock item/non stock item records?I have uploaded 300k records and I would like to start fresh again. So far I have found nothing to mass delete that amount of records in one go, the closest is https://nexvue.com/acumatica-tips-tricks-how-to-enable-mass-delete-records/ that I can only select all records on a paged result, but I need something like “select all” option that beyond the first page, like in Gmail.Happy to do it via API if it’s possible, but an UI would be better.CheersJames 

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?

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