Solved

Hello Acumatica Users :)As it relates to AP automation, do any of you know if there is an auto acquire of images from email into Accounts Payable with templates in Acumatica?   Also, I am wondering if anyone figured out how to get the AP invoice images to pop up on another screen.  (I upvoted Erica’s post on this from 2 years ago - currently under “Pending Review”) Thanks!Kay Howe740-418-5250 cell

I used to be able to copy data from fields in a table, like the sales order details, or a generic inquiry. All I had to do was highlight the field in the table and hit CTRL+C. In the 2022 versions, I cannot seem to to do this anymore. Has it been deprecated or do I need to toggle a setting?No one wants to OPEN an invoice, when you just want to Copy the ID from an inquiry, same for Inventory ID’s, etc. Hoping it’s a bug in 2022 R2 or maybe something weird with Windows 11. This is a big loss for a lot of our functions. Thanks!

Good day,When creating a PO Prepayment the non-stock items and cost are not being added to the Create Prepayments screen; only the stock items.Is there a setting or something that is required to ensure that both stock and non-stock items are included on the Create Prepayment.  We are using 2022 R1.Thank youEvan

Hello,I am very new to Acumatica and I’m attempting to figure out the best setup for project manager user roles/access. We want them to be able to look at project budgets/costs. What roles have others granted project managers so they can see project costs, but really not anything else?

How do I print employee W2s?

Hi Community!,I’m trying to add deault staff names to calendar Board from Service Orders  default staff tab , I’m unabel to find a way to add FSSOEmployee DAC to the list is there any specific way or process to add it.   

My company would like to send out email notifications if the cost of certain items has changed.Ideally, the notification would include a table with a format similar to the following. But I have not found a way to access the “old” cost once the value in the cost field has changed.Item Code Old Cost New Cost ABC123 $1.00 $2.00  Is there any way to report the previous field value within a notification? Thanks!

Hello, I want to implement an approval map in a custom screen but I can't do it, I found this linkhttps://stackoverflow.com/questions/32400353/how-to-work-with-assignment-and-approval-maps-in-acumatica-via-automation-stepsbut with this example when I want to create a new document that will be approved I get the error“Object reference not set an instance of an object” I also found this other linkhttps://www.acumatica.com/blog/implementing-approval-process-on-custom-screens/but the information is incomplete and a bit outdated

Hi,My generic inquiry won’t display the data unless I pick anything from my parameter (Customer)first, then I need to delete it when I don’t need that filter yet. Given that the date is already specified, shouldn’t it display the data as soon as I open it?I think this also causes my pivot table to not display anything.Appreciate any help!

Hi community,I saw that I can export a generic inquiry as a report and it will inherit its tables, relationships, etc. But is it possible to do vice versa? Thanks!

Hi All,I want to make a GI for Sales Order, I have tables SOOrder and SOLine, I got the fields of SOOrder to display and of SOLine not. The thing is, 1 SOOrder can have multiple SOLine details (1 SO, multiple inventory items). I think it won’t display because of that, is that correct? But how I be able to get it?Thank you in advance!

Hi All,Does anybody knows what I can put in the value to group the ‘salesperson’ and display total of its netsales above my report?Please help, thanks!

Hello,Initially, I found the Status and Customer columns narrow in width, so I just dragged the sides to stretch them. The Status content adjusted, but the customer content would not. I didn’t specify width in the GI creation, and even if I do, still no changes. Where should I make a change? Thanks!

Hi all,I am trying to make generic inquiries for the first time, but I got troubles.Can somebody please take a look at my set up?My result is, after specifying the SO Nbr and SO Type, the results grid still gives all and doesn’t filter based upon my parameter. Can someone point me to where I set it wrong? Thanks a lot! 

In Acumatica, program ID BC.50.10.00 in the vanilla version, refers to a BigCommerce integration. At the same, we created our own modules and one of the modules, is called Budgetary Control, with the acronym BC.  We also have our own form with program ID BC.50.10.00, which is Open and Close Budget Year.What impact would a program with same ID do, to the following areas of Acumatica?Database Site Map Wiki Form ReferencingThanks in advance.

We implemented Avatax with Certcapture about four months ago. If I have a customer that is generally exempt but has a project that is not, I have been going into Certcapture to expire the exemption to force tax. This is a cumbersome process. Avatax has an option to set an over ride word to force tax but Acumatica does not that I know of support this. The over ride in Avatax is looking at the entity usage code field for that information. I am unable to add an over ride code into Acumatica’s entity use code field. I talked with a few people at the Summit and the only suggestion I received was to create a duplicate customer different address.Any help is greatly appreciated.  

We are in the process of moving to 22R2 and we have created a sandbox for testing.  As part of that process we made a copy of our production DB and attached it to the sandbox for testing.  One thing that we need to do is change the S3 PROD credentials that moved with the copy to point to our Sandbox S3.  It seems that the information is locked and we cant change the configurations.  Any help would be appreciated.

When creating a Drop Ship type PO, the Add Project Item does not populate the selected product with the Orginal Budgeted Quantity and Unit Rate from the Cost Budget. As you can see, I have selected the line item which has Original Budgeted Quantity of 41.When I click add and close this is the result:TMy expected behavior for this button is for the order QTY to be populated by Original Budgeted Quantity and Unit Cost to be populated by Unit Rate from the project cost budget.As is, I must download the cost budget and chop up the excel to what I want on the PO and then upload, eliminating the purpose of the button, not to mention being a tedious, clunky process.If I use it, I must hand enter the order quantity and cost for every line, copying by visual reference from another tab. This is tedious, cumbersome and introduces opportunity for mistakes.

Is there any way to assign report versions of the same report to different companies/branches. I have seen a few workflow related solutions but wasn’t sure if there was a simpler method before going down that path. 

We are upgrading from 2019 to 2020R2 and while doing so we noticed one of the methods CreateDefPaymentMethod is no longer available in 2020 R2. Can anyone suggest what is the alternate method that can be used or we just remove the method.

Hi All,We are currently exploring options to keep track of expiration Dates for Non-Stock items.Our client has Expiration Dates for Consumables that are Expensed right away and are in general treated like a Non-Stock Item.Before recommending rethinking the usage of these items to be Stock items, we wanted to see if there are any ideas or proven ways out there to keep track of Expiration Dates for Non-Stock items? Inventory Levels are not really needed but it should serve as an Indicator of what material they need to get rid of within their Facility. One example is Specialty Glue. Any ideas on how this could be accomplished without the need of having a Stock item for this. 

Is there any possibility to schedule operations not only by the restrictions of capacities and constraint dates but in addition by attributes?Use cases:- Food production: Producing food with and without nuts. Workload planned for one week on the same resource (mixer). User wants to have a schedule for producing first the items without nuts in BOM and only after that the items with nuts to make sure that the "nut-free" products are not polluted by rest of nuts. Mixer will be cleaned only at the end of the week.- paint production: sequece should be from light to dark on one and the same machine.- other industries: tool optimization for reducing the set up time for preparing the machines for the different products.

Are there any heavy highway contractors here that are willing to share their standard cost codes? I’m working with a client who uses unique cost codes for each project and would love to show them an example of a standardized structure specific to their industry. 

My understanding is that there is no functionality tied to Item Type within the system, that it is a way of categorizing data.  With that in mind, I am interested in adding other Item Types to the system to further manage/categorize Non-Stock Items.  I have not found any options or methods to maintain the list of Types available for selection within the modules.

Our production process involves purchasing some items directly from the production order through Critical Materials in order to maintain the link upon receipt and ultimately the release/issuance of materials.However, there exists times where some of these items will arrive late (beyond our production end date). In these cases, we will still complete and close the production order (& ship out the order) despite not receiving certain items. This order is considered short shipped, as we shipped the order without certain items.These missing items are then added to a Sales Order and shipped and installed at the client’s site at a future date - once received. We have run into an issue as the goal would be:Once we close the production order, we would like to move the “short shipped” items to a Sales Order and link to the outstanding PO. The issue I’m having is I’m unable to unlink that PO from the now closed production order. As a result, I’m unable to link the PO to the newly created Sal