Replies posted by Andy Smith
Weighing in on @asmith50’s side on this. We have a customer with sales orders that have many lines. Some line items require minor configuration and/or staging. Some groups of items are picked by different teams. Some ship via different carriers (big parts via LTL and smaller via parcel carriers). Some groups are picked/staged/shipped in different warehouses.The ability to create multiple shipments via the processing screen is of limited use in these scenarios, as it assumes everything happens at once and is driven by a single user.We have tested using the blanket orders feature to work around this, but it adds a layer of complexity and may impact the invoicing process.It would be very helpful to have more flexibility in the sales order / shipment workflow to support these types of use cases.
I have a different twist on the same question. What if the customer wants to build out a new BigCommerce store, syncing it with a sandbox Acumatica tenant. This is both to get ahead on the storefront design while the ‘live’ Acumatica tenant is being designed, and to test syncing of sales orders etc.The end result is similar to @leonchau80 ‘s situation and question. When we transition to the “live” Acumatica tenant, will it duplicate the product list, etc.What is the best practice here?
@apickard5 - Hey thank you. It does show for QT on Sales Order screen, but I am looking for this field on Sales Quotes (CR304500) screen. I don’t see it as an option on the CRM Sales Quote screen, although I agree it should be there. I believe Equipment Management requires that Service Management be present, so another workaround might be to create a Service Order where the Service Order Type has the behavior set to Quote. The Service Order details grid allows linking to Target Equipment.You can then send the customer the quote to approve and copy it to a “real” service order. This can drive a sales order to ship products if needed and/or an appointment to schedule services.Again - I agree there is room for improvement on linking CRM records to target equipment. Cases is another example.
HI @Andy Smith The only way I have found to do so is to use Attributes. You can have an Attribute be named Equipment. There’s no real linking unless you have an existing case for that Equipment. Thank you @kbeatty21 . I want to make sure I’m clear on “unless you have an existing case for that Equipment” What does that look like?
Hello Dale!We have seen something like this with an O365 customer. They were using the Mass Emails feature to send price change letters to their customers, but guessing the specific Acumatica source doesn’t matter from 365’s perspective.We found this happened even though they were below the MS limits shown here: https://docs.microsoft.com/en-us/office365/servicedescriptions/exchange-online-service-description/exchange-online-limits#receiving-and-sending-limitsFor now we’re debating doing a mail merge outside of Acumatica, or trying the SendGrid integration. Neither sounds like a great solution for your invoicing need.Interested if others here have run into this, and how they solved it.
If you’re seeing the Acumatica logo but greyed out, this may not be the same issue I had. I could not see the Acumatica add-in at all in Outlook. Providing the fix in case it is helpful. The cause was a privacy setting in my Office 365 account. I had to enable the Optional Connected Experiences setting via these steps:In any Office app, click File At the bottom left, click Office Account On the resulting screen click Manage Settings. Check the “Turn on optional connected experiences” box Restart all Office apps. Acumatica add-in appeared when I reopened Outlook.
Thank you for the update @JSager76 . Your post makes me wonder how to set up the emailing of the ACH remittance information. Is this a standard process in Acumatica? If so I’m missing it in the documentation. If you developed a workaround, can you point me in the direction you took?
Just to follow up: Support confirms that the system will allow deletion of employee records that are linked as the Owner of a Task, Purchase Requisition, etc.I think this should be prevented, both for data integrity, and for consistency with other areas (customer/sales order relationships as an example). Thanks,Andy
I just had this issue come up. Was able to inactivate and delete an employee that was assigned as an owner of a task and a lead. I’ve logged a support case to confirm that I’m not missing something.My thinking is that you’d want to inactivate, but not delete departing employees that are linked to other entities. At a minimum you shouldn’t be able to delete a record resulting in orphaned linked records. For example, the system prevents you from deleting a customer if it has sales orders linked to it. Ideally, if you inactivate an employee with links, it should warn you. Even more ideally, provide a feature to reassign those to a manager or other employee.Maybe this has been discussed before, but I haven’t found it on the portal. Interested in other perspectives, and will post support’s reply to my case. Thanks - Andy
Thank you Mark. Yes - we use the br tag often. From your suggestion, I tried several HTML formatting tags, but the system interpreted them as text strings. Also - the br tag is usable standalone vs Bold and other tags want an open and close surrounding the text impacted. So wondering if that is a factor.Thanks for the idea. Let me know if you if you know how to make this work.Best,Andy
Thank you. That is helpful. I logged in as him, logged out, and he reset to Active.In reviewing the Users tab on the Tenant screen, it appears there are a number of users showing as Online who’s last logins were more than a day ago.If I’m reading you correctly - If they just close their browser and turn off their computer without using Acumatica’s Sign Out feature, is that the cause?If so, seems a little misleading to leave them as Online for so long, but at least I understand now.Thank you for the quick response. - Andy
Irina - Thank you for the detailed response. I will review the steps you describe.Question: In other areas of the system, we’ve seen Automation Steps replaced by the new Workflow Automation engine. Can we anticipate that happening with Requisitions? And if it does, would my custom Automation Steps carry forward?
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