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The "From Date" and "To Date" fields have been added to the "Process" screen, automatically populating the date range from the current date minus three days. This is working as expected.When we select a specific date range, it resets to the default dates and retrieves data only within the default date range. Below is the screen shots for DAC and Events. Could any one please suggest a solution
There is a ‘Print Quote’ button on the mobile Acumatica app. Has anyone gotten it to work? Just got a notification ‘Uploading to Acumatica...’, apart from this nothing happens.
My company wants to start automatically assigning lead ownership in a Round Robin order, i.e. Employee 1, Employee 2, Employee 3, then back to 1 and continuing the cycle. I know I can set an assignment map with Rules for each employee or workgroup, but I want to make it as fair as possible and evenly distribute leads to our Reps. Is there a way to do this automatically without having a rule for each different employee?
I'm using Acumatica from my Local host for the mobile application, and I'm getting an error when I'm trying to save expense receipt and also when I'm trying to add Activity under Contacts, the error is - Server Protocol Error - ERROR 404 - requested URL or resource not found.
I’m trying to make a GI that shows the total, probability, and weighted total for an opportunity. The total and probability show in the GI, but the weighted total is blank. In the form, all 3 are populated. The total is a manual amount, probability comes from Stage (out of the box functionality), and weighted total is calculated. In the form, it’s all there, but in the GI, the weighted total is blank.
I updated our current pricing in through a sales price worksheet. When creating a sales order the price is correct however, when we create an opportunity the pricing is not updated. How can we resolve?
Hello, I have been trying to setup an assignment map for biz account class, based on the class condition. So if any account is created under Class A it should be assigned to Employee A etc.. But I am not able to find the exact entity to which I can apply the condition in Assignment map, where i am searching for Field Name = Class.
Hi! When I use an employee user in the customer portal, I am not able to view the item details, catalog, or checkout screens without associating the user with a business account. Do all users (even employees) need to be associated with a business account to view this in the portal? These users have the portal admin and system administrator user roles assigned. The user also doesn’t have access to view Sales Order or invoice printed form even given access and has report designer role. I couldn’t find any documentation that specifies this, is there a configuration I missed? Thanks!
Can you provide basic step how to acumatica integrate with magento 2.
Hi , We have recently upgraded to Acumatica 2024 R2, and we are experiencing an issue where emails no longer automatically include a standard email address in the BCC field, which was previously working as expected in the earlier version 23R1. Additionally, we have noticed that the BCC data appears to have been removed after the upgrade. While we understand that Acumatica does not have a specific configuration for this behavior, we have not implemented any customizations or third-party integrations that would affect email sending functionality. Given that this was a default behavior prior to the upgrade, we are concerned that something may have changed during the upgrade process, resulting in the loss of the BCC functionality in 24R2. Above screenshot are sample to explain the issue
Hello! My task reminders are getting popped up when I am logging in to the system only. And at the time reminder works, my screen get stuck but no reminder is visible. Is there any setting I can change when to pop-up the reminder? Thank You!
How can I reverse it if I accidentally extend a Business Account to a Customer (or a vendor) without any transactions?
Hi! We have a user who sees an empty contract screen when drilling into a contract. We have checked and have given the user the delete access level for this screen for all the roles she has under the ‘Unrestricted External User’ type. A user without this user type and has the system admin role can login to the customer portal and view the contract fine. We tried matching permission for this screen to the system admin role and had no luck. Any ideas on why the contract screen is empty on customer portal for this user? Thanks!
We’re trying to set up an business event to send out emails to customers following the completion of a Marketing Campaign. However, we don’t want to pester our clients with emails. Ideally, the business event would send out a email to a customer, the customer would read it, and then be removed from the mailing list for a set period of time before being reintroduce the pool of potential recipients. Is this something that can be done within Acumatica, and if so, how?
Is there a way to generate a sales order and attribute it to an ongoing campaign to it. We sometimes have orders come in over the phone where we directly put a sales order in instead of putting them in as a lead or opportunity. Is there a space on the sales order where this can be put to account for the sale and attribute it to the campaign to track the success of it?
Dear ALL, Please help us how to disable "OPEN" button after closing the Case. Acumatica Version: 2020 R1 Regards, NNT
Acumatica Outlook plug-in tool is not presenting when clicked. Reinstall is not working….. what is the issue and how do I resolve it.
Is there a way to see if an item is in stock when creating a quote? You can do it from a sales order, but not from what we have found for a quote. Was also wondering about weight. We use that to quote freight, but that too is not available from the quote. One idea was to create a 2nd quote form that is used internally. Then add available inventory as well as weight from the other tables to the quote form. Has anyone tried to do it that way?
I add more role though combo box value. but it seems not working. Please advise on how I can add more role~
Once an opportunity is created, the corresponding business account is no longer editable. I would like to customize this to allow that to be changed in certain circumstances. can I do this by just overriding the field with an allowupdate=true or something similar? will this break anything? And as a general question, is there a good way to determine if a change like that will cause problems? I understand sometimes Acumatica does this sort of thing as a dependency, and other times they’re just enforcing a workflow preferenc Thanks!
Does the Outlook plugin work in the new version of Outlook?
Does anyone have a process in Acumatica to inactivate their vendors in the database that are no longer being used?
We use cases and tasks to manage our customer requests. We have two classes, support and project. For support cases we have an SLA of 2 days to solve the case. Project cases have work tasks associated. Do others use this module this way and if so, how do you properly report on SLA’s, open and close times, time to complete? Do you have any dashboards that are native to Acumatica that you use?
We seem to have many States (State-CountryStates) within Countries (country-CountryID) that are setup incorrectly over the 7 years we’ve been on Acumatica/Merged in Data and this is causing issues now that we are using an External Tax Provider. How do we get a request in for Acumatica to develop the ability to have an Active checkbox on these states so that we can deactivate them when they’re incorrect? The best I can come up with right now, is marking them do no use because without being able to update all records where they’re referenced which are now complete/locked records via SQL I can’t remove them as they’re referenced in a record. “State (IN, MUMBAI) cannot be deleted because it is referenced in the following record: Address (105882).” Tagging some of my favorite people in case they can point me in the right direction ;) @Doug Johnson @Laura02
I was often asked by customers for an easy way to have an opportunity journey that reflects how it has progressed over time. By using some custom fields, notes and business events, I’ve managed to give them a friendlier version rather that checking the audits. Here’s an image that shows the results: Basically it shows changes on some selected status fields for the opportunity, the person who made them and the time stamp. Also, I added a optional icon that highlights the relevance of the change. This allows the user to get a good idea of how things have progressed in a way that’s easy to undesstand. If anyone is interested in implementing something like this, please let me know so that I can expand on this note.
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