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I tried uploading the file, and I am receiving an error message:  

How can a GS1 code be mapped withe the report designer?Do you have any ideas or solutions? Thank you.

Hello all,I have been creating a GI and I am looking to display the below highlighted value out of the other multiple attribute values: Employee Payroll Settings formI have created a join as below: But it displays the value in some other alpha-numeric format: How can I display the correct values?Thanks in advance.

Is there a place I can go to see all the field names for a given entity (ie: StockItems).My reason is that I have some sync processes that download StockItems via the rest API. However, the properties/field names that the rest API returns are different than what I see in a Generic Inquiry. For instance, in the rest API, the field name for Description is “Description”. In the GI, its called DESC. I was hoping there was some sort of way I can see how those mappings work. I am porting some of these REST Api calls over to oData and am unsure what the fields are called in the Generic Inquiry UI screen. Thanks! Eric

Anyone know if there is anything on the Roadmap for 2024 to have the app notify the customer when a tech is on the way to a job and show ETA with map location?

Hi,Is there a way to specify in Acumatica that when a Payment Amount = 0 after the Processing of Payments that the balance of the vendor is 0 (selecting Bills and Debit Adj), the payment documents outcome (check or ACH) only creates Remittance Advice instead of creating checks with zero payment or ach file? 

Can you configure a workflow on a per user/group basis in Acumatica? Or is it strictly a system wide basis?

I would like to add the escalation button on to our company’s self-service portal. Is there a form in the ERP to activate the button so that it appears and functions in the portal or do I need to code the button and its functionality in a customizationThese are the current buttons available.  

Can anyone think of a solution for high volume eCommerce fulfillment that groups orders by shipping container size?1) Place sales orders on hold for anomalies (bad address, possible duplication, candidates for consolidation onto a single shipment, etc.)2) Calculate the exact box to use on each sales order (there are 11 box sizes, 8 product shapes) (customers frequently order the same thing on a scheduled subscription)3) Create one shipment order fulfillment queue per box size and carrier

Is there a way for end users to copy/paste an Activity in the standard software, 2021 R1?  The clipboard icon is not available on screen CR306010.  Has anyone come up with a clever workaround, or are we missing something obvious?Thanks,Laura

How do I set my payment terms at the vendor location level? I see it on the umbrella, but I pay an agent (umbrella), who controls many factories (locations), each with specific payment terms. How do I set these  termsat the location level?

Hi. Is there a way in Acumatica where I can partially receive a component item in a kit at Purchase Receipts transaction screen? Thanks!

Is it possible to restrict access to Purchase Requests by users/employee?Requestors should only have access to their request. Approvers can view theirs and those requiring their approval. Open requests accessible to users allowed to create requisitions

Recently, I noticed lots of failed authentication attempts from our Acumatica server to our Active Directory. The usernames on the login attempts are for local Acumatica accounts, not domain accounts.Most users login to Acumatica with domain\username. Then Acumatica performs an LDAP query to Active Directory for login verification. This is normal and expected. The local account usernames are not.I would assume Acumatica would only query LDAP IF and ONLY IF the username contains the format domain\username and not query for every single login attempt (including local Acumatica accounts). Thoughts? Do we have a configuration problem?

Running monthly depreciation for several companies and I am getting Calculated+ as the Transaction Type instead of Depreciation+ on the fixed asset transactions.   I have double checked that I chose Depreciation instead of Calculate Only.  This only happened for two companies out of the 12 I ran this month.  I also checked that depreciation completed successfully for both companies last month.  I tried deleting the FA transactions and rerunning them to make certain everything was chosen correctly and received the same results.

I have  a pivot table that shows the number of orders shipped Last Year vs This Years.I have a column called Month, and another called MonthName. I have the Month column so that the pivot table will show the months in the correct order. I want the MonthName column because it make the pivot table easier to read. Is there a way to “hide” the month column but still use it as the sort for the pivot table?Thank you!

Does Inter-company transactions feature require both companies to use the same Ledger and Base Currency?I’m trying to create Transactions in one company with a base currency of GBP with another company using EUR currencies. Both companies use a different Ledger.

Hello all, We have many tasks on our projects. They get completed, but not always on the day the work was done. I can set the end date, but when using the Complete button it updates the date to current. Is there a way around this?   Thank you

I am testing automatic forecast generation for a client that has been live for a year. I am testing in 2022 R1.We previously uploaded manual forecasts since the client did not have any actual sales data to generate forecasts automatically. The forecast calculation is simple...10% growth per month. I am able to calculate the forecast however when I process the data, the forecast listing shows the items with an interval of One Time and they appear to be in addition to the old forecasts. The previous forecasts were entered with the interval Monthly. My questions are as follows:Is it possible to process the generated forecast with the interval of monthly and automatically update previously entered forecasts?What is the implication of one time vs monthly?There does not seem to be a way to easily mass delete old forecasts. I have thousands of lines as there are different forecasts by item by month and deleting one by one is not realistic.

Is there a way to add system generated warnings into an generic inquiry.Example: A customer is past due on payment, and when a new order is entered there is a yellow warning flag next to the customer’s name that reads “The customer’s Days Past Due number of day has been exceeded!”My users have asked if this flag could be added to the Sales Order’s generic inquiry so when they are reviewing open order they can quickly see if there are order that have a warning.  

Hello,One of our team accidentally processed a credit card payment on the wrong customer’s order profile. Is it possible for us to remove this payment from the incorrect sales order, and apply it to the correct sales order for the correct customer? Thank youPatrick

HelloI’m new using Acumatica. I’ve created an import scenario for BOM.I did add the “save” button at the end but it isn’t working anyway. I don’t know where my error is.This “View name: Documents.” error pops up.This is my import:  

Good morning all. I’m attempting to assist a client using GL account/subaccount restriction and having issues with it. I’m going to provide a stripped down description of what I’ve tried and I appreciate if anyone could jump in with a suggestion on how to make this work.For sake of example, let’s say we have your basic chart of accounts using 10000-19999 for assets, 20000-39999 liabilities, 40000-49999 revenues, 50000-59999 COGS expenses, and 60000-99999 for various other categories of expenses. They also have subaccounts, so for keeping it simple lets say there’s a default 0000, and then AAAA, BBBB, and CCCC.  The client would like to restrict 0000 such that it cannot be used for accounts 40000-99999. After reading the help file, I created two groups.Group 1 Type A. This group had all users, every account 40000-99999, and subaccounts AAAA, BBBB, and CCCC.Group 2 Type A inverse. All users, every account 40000-99999, and only subaccount 0000. That seems to work fine when dealing with ac

I am looking for a report that will show me a group of stock items and last cost. Sorted by Vendor or Item Class.

Hey All,I’m trying to create a generic inquiry for PO approvals. My goal is to link the GI to a business event to send to multiple approvers, owners etc. I have everything working except that the email address for the approver does not pull onto my GI.  Tables: Joins:POOrder to EPApproval   EPApproval to ContactResults: Email address is blank. Email is from the contact table. The contact table for the employee stores their email address.    Thanks!