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Hello，      I am sorry, but I have to report again, in 2020R2, I met status issue again.Look below: The status of SO is obviously should be completed, because shipment had already been completed. It looks like in 2020R2, due to unknown reason, we got now and then status issue.It is not rare cases, it happens every week. And other users have also confirmed this kind of issue. It might be the new “workflow” mechanism has some issues in it.  Before the developing team to find the root cause, I do believe a manually validation would help.See my idea below: That user manually trigger the system to recalculate. Like the issue I show above, the system would know the shipment has been completed and so the system can modify the so status to correct.

We have several clients and 2 current prospects that would like the ability to have inventory item information (descriptions and prices/costs) exposed to external estimating systems so these items stay “in sync.”

Hi Folks!  We have a client who would like to simplify the creation of new Stock Items in a Multi-warehouse environment.  Other than using GI’s as a data provider and running imports, does anyone have any tools/utilities to automatically establish item warehouse details using some default settings for newly created stock items?  I’ve not gotten into the workflow designer as of yet to see if there’s anything there that could assist, but if you all have some tips or tools to assist, please reply.  

I haven’t seen this problem for 15 years, but I have a prospect that loves their Dot Matrix printer with color coded Invoice copies. I can wean them off of the Dot Matrix to Laser but, I don’t think I can get them to part with print different colors of invoice and other doucments in pink, green, yellow.  I found color coded laser paper but does that solve the problem of how multiple sets of the same invoice are printed?How have you solved this problem?

Hello,        After upgrading to 2020R2, build 203, we are suffering shipment status issue now and then.like below:         Poorly, today we encounter another status issue on Sales order screen.1 Sales order says “shipping” status but no related shipment can be found.          Why and how did this issue happen is unknown. Maybe it is a rare case. However, anytime, if this kind of issue happens, what can the user do ?         The user has to wait the techical staff to fix in Database.         In Acumatica we are already having “balance validation” and “inventory validation” functions. So can we also have a “status validation” function, then system can in some way correct some incorrect status documents.

Hi SirNot sure if you have anyone know how to add in the Gross Profit and Net Profit figure into Dashboard as well as the % of Gross Profit and Net Profit? Hope to hear from you soon. Thank you

On many of the reports during the print process, there is a Send button.  This button would generate an email using the data fields from the screen or document.  In report designer, you can fill in the data or associate it to a Notification Template.  NOW in A2020R2, this functionality seems to be lost.  When you hit send, the data is not translating from the document and shows to coded values.  What a loss of functionality.  Clients frequently may have multiple templates associated with the document and were going to Actions to select the template.   The screen shot below is for AP payment register so you can email the Vendor the details that the check was applied for.For AR Invoicing, will this functionality be taken away?   How will it be replaced?  Business events still use Notification templates.  So do the AR preferences and other documents.   Within the Notification templates, there needs to be a way to have better formatting as well.    

Hello Team, My company integrates with Acumatica, and I have a few questions:1. Could you provide a link to API on how we can send a request to Acumatica so that to update data in Acumatica.For example, we want send a request to Acumatica to update the Credit Limit.2. Can we update the Credit Limit if the Credit hold is On.Thank you,Andrew

Hello Team,Could you please provide a list of errors that the Acumatica back-end can return during the record updating request?We are going to use the API to update the Customer's Credit Limit in Acumatica.And It would be perfect if you could provide the list of back-end errors that Acumatica can return during the request.Thank you!

I am looking for a solution to assist my customer service team to handle calls and schedule field service appointments from other time zones.  We have Branches set up and the Customer Service staff are instructed to select the Branch from the  Acumatica title Bar.  When doing so, we would like the users Time Zone to be adjusted so that the Branch and the time zone allow the Customer service person to create appointments in the customer’s local time zone.  

Hello,       we’d like to note down some item’s expiration data, and that is optional.And we don’t like to enforce the lot tracking. Just like to note down some information.On customization screen, I did not find a way to enable it.   I know how to add a customized field at line level.   However, can I ask if it is possible or allowed that I simpily make the “expiration date” field enable? is there a way to do it?   Becausing the customized filed would have the same business meaning with the original “expiration date” field, so I don’t want to add duplicated field unless it is a must.

Easy way for a field in a grid entry screen to prefill down from the prior row? For example user is entering PO items and would like the project ID to prefill down for each line after they select the project in the first row?

Hello Team,I need your help.We receive an error during read the data from ERP with ContactReader classI/O error on GET request for “https://rest.zuora.com/v1/files/2c92a0ab766fb5f90176711562961250”:The error has the following view:connection reset; nested exception is javax.net.ssl.SSLException: Connection resetWhat we should do to eliminate this error?Thank you!

I am trying to import payments from a spreadsheet into the Payments and Applications. These payments are against an open Sales Order. I can do this manually but my Import Scenario results in the error mesage “The system failed to commit the SOAdjustments row.”(yes this is in the demo date, 2020r2, 20.201.0051) Thank you in advance for any assistance.BillHere is my Import Scenario: 

Do we store the return label tracking number in Acumatica?

We have a client who, in the normal course of business, takes photos of their work.  In their legacy system, they have the ability to not only embed these images to their customer-facing forms, but can also annotate them with labels to briefly describe what their customers are looking at.Has anyone encountered this requirement and if so, how did you solve it? 

Hello Everyone,In the Sales Order screen, by default can we load the “Financial Settings” Tab instead of loading the “Document Details” Tab.Is this feasible? if yes can you please provide the solution?Thanks,Naveen B

Hi All,I want to save the huge xml response in SQL Server.At present, I am trying to convert total xml response to string and saving to DB, but here total response is not saving as the content is very very big.So want to try like saving the response as it is like xml. Is it possible to save like this.. If yes may I know the possibilities / approaches please.Thanks in advance.

In the previous versions of Acumatica you could go into the Automation Steps to add values to the Source drop down on Opportunities.  There are no Opportunity StepID’s defined in 2020 R2 so how do you go about changing that drop down list?

How can i apply payment for AR invoices from a bank statement? We go by the bank statement on whether or not the customer paid. We want to bring this excel file and apply on open invoices.

Hello, I believe I know the answer to this question but I wanted to confirm as I am still just learning the system. Is there a way to create a mass 1 step transfer for multiple items on different dates? All of these will be going from and to the same locations so only the dates for the transfer would be different. Seeing as the date is in the document header for a 1 step transfer I am thinking I cannot do an upload with all of the transfers on separate dates but I wanted to confirm.  Thanks,

Hello Team,I need your help.We receive an error during read the data from ERP with ContactReader classI/O error on GET request for “https://rest.zuora.com/v1/files/2c92a0ab766fb5f90176711562961250”:The error has the following view:connection reset; nested exception is javax.net.ssl.SSLException: Connection resetWhat we should do to eliminate this error?Thank you!

We are trying to create a business event that is sent out every Friday prior to everyone getting to work.  We are a world wide company so the start times are all different.  What time would the automation schedule use to send the reminder out?  The originators time zone, branches time zone?? Thanks

Anyone else using Chrome having issues with Aatrix? I just allowed Chrome to disable Flash since it will be retired in Chrome this month. I’m assuming this has caused my issue as Aatrix will no longer open. The Government Reporting processes and shows a green check-mark that the operation completed after running a report but Aatrix never opens.I opened Microsoft Edge and was able to complete. So I’m not sure what the issue is other than Flash.

Some of our deposits were posted to the bank deposit as a date in the subsequent month in error. I see the option to reclassify the journal transaction related to it, however the date I need to change to is in the previous month (different period). It gives me a yellow exclamation mark with the error, but there are no options to change the period? I also just tried to process and proceed, but it does not move forward.