Solved

Hey, So I am creating a dashboard for individual sales representatives at the company and we need to have them able to view key performance indicators but would like to not allow them to view this data for sales reps other than themselves. Is there a way to use a GI for the widget without them being allowed to go to the GI and access the data of the other users?

I want to schedule the day and hour in Planning Board of Mnaufacturing Order manually! This is posible. But here comes the problem:Each time after saving the new scheduled date the System is reset the date and time on original values? (System is not keeping the manually changed dates!)I am using Acumatica 2021R2 (21.209.0034) Does anybody have some idea what could be wrong? Thanks a lot! 

Trying to make a Import Scenario that deletes old, outdated Sales orders.  When I run the Import, i get the following message:What is a View Name: Document error?  I’m assuming it is something tired to the refernce for the Key item Order.Type and Order.Nbr, but not sure what the fix is.Also, is there any good training out there on Import Scenarios?

I have created several stock items using the create template item functionality.  I set the pending cost and pending cost date on the template.  The items are created with the pending cost and pending cost date, but they don’t show in the Update Standard Cost process list.  Items created normally are listed in the Update Standard Costs process window.

Hi!looking at the project dashboard in the sales demo, I am getting this error when switching between projects.  I have a feeling this is in regards to a table but I am not sure.  Has anyone seen this and been able to resolve? 

While working on entering the employees into "Employee Payroll Settings", there are a couple of setup concerns/questions: The system is allowing me to enter all Social Security #s as the same number. I'm not getting an error message that the number is a duplicate or already used.  One of our employees' tax setups in Sage has their Federal Withholding at an "Additional 25%"...not a dollar amount.  The PR Settings does not allow a percentage...only an amount.Please refer to the below screenshot 

MRP/Inventory Planning Display shows the demand type and related transaction, whether a sales order, forecast, safety stock, production order, etc. for the recommended supply order to be created. However, once the supply order is created, the demand type and related transaction do not follow with the related supply order. I have dealt with several clients who want this logic in MRP especially for created production orders (which sales order and customer?) and for create purchase orders (which production order or sales order?) The create purchase orders and create production orders are not great solutions, because they would like to have everything work through MRP and without the auto-allocations of the other screens.

I’ve done this but there is one problem.  This is in reference to a custom PRO/Invoice report (PM641000).BACKGROUNDProject Transactions are being used to record time expenses from another software - no GL, just charging the project.  There are three custom columns on the Project Transactionsone for the Retail/Rack Rate of the time being spent one column for the rate that the customer will be charged for the time one column for the BTA ID (block time agreement ID). The Block Time Agreement lowers the Rack Rate to the Customer Rate.Data in all three of those columns is to show on the PRO/Invoice. The custom columns are not pushed to the invoice. The Customer Rate is being used in the T&M Billing Rule. That’s working nicely.The T&M Billing Rule has two steps that use the same Income Account Group.  The first step charges the Customer Rate and produces a positive row on the invoice. The second time it is used, the T&M Billing Rule checks to see if a BTAID exists on the PMTran a

Vendors have some general purchasing requirements that are indicated in Attributes on the vendor profile:We need to display these values in the summary area on the Purchase Order form for comparison as POs are being finalized. We know doing so on the main summary area would require some customization, but we were trying to figure out if we could tie a UDF to that attribute based on the vendor indicated on the PO.Any thoughts would be appreciated. The hope is we are missing something simple...

Hello,I am attempting to create a GI that will tell me how many quotes have been generated from opportunities and what was the dollar amount of each of those quotes.When we quote from opportunities, we are often bidding. As such, our first quote isn’t always accepted, but the door is still open if we gain approval to drop the price.When this happens we generate another quote tied to the opportunity and mark that quote as the primary, so to maintain the full history of the opportunity.However, on my GI, I only want to count the primary quotes. When I attempt to do this in conditions, I can not filter the CRQuote.IsPrimary data field. So, my GI is essntially totaling the dollar amount of all quotes instead of the primary.I feel that this is surely possible, so I must be missing something? Any help would be greatly appreciated.This is the quotes tab under the opportunityThis is my GI. Skips orginal quote nbr. Sums total under most recent quote nbr. 

How do I deactivate a branch that is no longer being used in a live Tenant.I have gone into the branches and uncheck the active box for the branch I want to de-activate, BUT when I do that and SAVE it goes back to active.

Getting this error when trying to add SalesOrder , not sure what is meant by this errorTax DEFAULTID was not imported. Error: The DEFAULTID tax cannot be applied to the document because there are no document lines whose tax category contains the DEFAULTID taxI already have  the  DEFALUTID tax defined and linked to the Tax Category correctly

I am trying to solve this below problem on the Project quote form and seemed to be going in circles for some time now hence posting this.I am trying to Print a project quote and group this based item classes. This is grouping correctly, however the issue I am having is to print the description of the parent item class description in the group header. This is currently printing child item class description.Because the way the lines are being sorted the child item class is picked based on the line sequence.The outcome I am expecting on this is the first image the item class should be Video conference equipment, second image should be source equipment.Any suggestion would be appreciated. Following things I have tried are as below (Images as below)Different sorting used to sort based on Qty and Total amount. change groupings   Grouping and sorting as below.   

I want to split the description as below.“Video Conference-Non stock” item.I am not sure as to how do I split this or get data to the left of ‘-’I did try using the Instr and Strrev function to no avail.Can I please receive some suggestions on this.  

We have a report that generates from the Daily Field Report and it automatically emails a pdf to a project distribution list.  The report shows as many as 8 images on it, and because Acumatica can’t render HEIC files on the report, our users are uploading 5MB+ pictures to their daily field report.  The file that’s created for the DFR PDF is now in excess of 25MB and creates issues trying to distribute to external mailboxes.  How do I get the PDF to not be so big? 

Hi everyone,I have a customer who has a requirement like this. After they setup the project, they want to create a project budget, review it and then lock it. At the same time, they want to create a project budget forecast for this same project. If there are changes to the Revised budgeted quantity and Revised budgeted amount values in the project budget forecast, can they update the same columns in the project budget ? I have tried doing this, but when I click on the “Update project budget line” command in the project budget forecast, it does not update the same values in the project budget. Is there a way to achieve this functionality ?  ​Please advice. Thank you,Ashani Dias

Hello,Is there any way to add this table to the sales order GI? We want to add the shipping contact on the sales order screen SO3010PL, and I was not able to find this table in GI. We have the following tables on sales order GI now, and I don't know which one is the main table for shipping contact. 

To our clients looking to move to Acumatica, the Employee Time card function in Construction seems pretty cumbersome.   But I hope someone can point me to better ways to do the following:How do you enter a note for a specific day of the week that can appear on invoices?   The only workaround I can think of is to enter a line for everyday… OT entry seems cumbersome - Is adding a new line with the OT earnings type the only way?   Thanks.

Can anybody help me create a GI that will list Sales Order Numbers in the first column, then all related shipments in the second column, preferably in a comma separated list and hyperlinked back to the shipment.  I have seen this done in the MRP Screen Under Related Documents.  I will try to upload an example.  Sales Order Number Shipments SO00001 SH0002, SH0003, SH0004 SO00002 SH0005, SH0006, SH0007 SO00003 SH0008, SH0009  

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)

Hi EveryoneRecently We observed the Negatie qty and amount while creating a RMA Order using Add Invoice. I verified in another 23R2 206 Instance and did not observe the same issue. Any suggestions

I need some help with managing serial numbers in Production Orders. I've generated serial numbers for a Production Order (see Line Details in screenshot 1). As I perform moves or labor transactions, I want to move these serial numbers to the next operation. However, I can't seem to select these serial numbers during a move transaction.For example, we might have three serial numbers for a job, but only two of them move on to the next operation while one remains for further processing.Can anyone guide me on how to track and move these serial numbers, assigned at the Production Order level, through different operations? These serial numbers are for the finished goods, not the materials.Thank you in advance for your help!  

Hi All, How or where do I fix a spelling mistake