HI @vkumar I appreciate your response. I went through your process. ACM Support has indicate that the issue is bug in the 2020R1 version. The issue is only happening a few of my tenants as well. ACM support knows it is an issue and doesn’t know why it happens and does have fix. They just told VAR that we need to upgrade. I developed a work around for the moment until we upgrade.Thank you for you assistance and suggestion.Evan
hI @kbeatty21 Thank you for the tips. The user didn’t pick the correct tenant. I should have thought of that first. I appreciate you sending such a comprehensive response
Hi Tony,You can set an expiration date on the Sales Quote. I am sure you could set it up to make it automated based on the parameters; say 7 days from the quote date.Hope this helpsEvan
Hi @vkumar Thank you for your suggestions. Copying snapshots won’t work. My production tenant (in the same instance) is active. We are going to take the production tenant snapshot and have the updated/dev tenant update the production tenant and then discontinue/inactivate the current production tenant. I have vendor working the programming. If you are interested in learning more, I can get you in contact with them.Evan
Hi Mike,I am working on similar project. We hired a vendor to migrate QB data from prior years into an Acumatica tenant. Our production tenant has AR and AP transactions, Purchase Orders, inventory and sales order/invoices. We can’t use snapshots because we lose production transactions which are not in the migrated tenant. It gets a little complicated. The vendor has developed a tool to have one tenant update the others. The ultimate result is new production with migrated data, and all our current year transaction updated. It is one shot. I don’t want to do this again. :). I am not sure what your project needs but I could connect you with them.Evan
Thank you for your reply, I had the designer whos set up the templates shared them as suggested.I appreciate your assistance. Evan
I appreciate your assistance. It worked. Thank youEvan
Thank you for your assistance. My Username has the has ReportDesigner assigned. I also have the Administrator role.Still not able to see the Report templates e.g. Inventory by Warehouse Report. Evan
Thank you
Thank you everyone for these very helpful tips in managing snapshots. I will pass them on to our QB migration vendor. We have increased the system space on our Saas environment. Right now I don’t expect any issue; at least I hope.I appreciate your support.Evan
Thank you for your assistance
Thank you for you assistance.Evan
Thank you. It worked perfectly except the Cancel By field did not update to the data field. The date default to the current date. Any ideas? I appreciate you assistance. Thank youEvan
Just an update. The dialogue box is not working. When I run the import scenario, I can an error about confirming that I want to update the defaults. Any advice? Thank you
Thank you for you assistance.I will give it a tryEvan
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