I couldn’t find a way to entre a Sales Quote Line and associate a Target Equipment ID. Is there any way to do that?Thanks.
What are the best practices for when Employees/Users leave your company?How long should you keep salespersons in the system as inactive and can you eventually delete them?Should you set a user to disabled rather than deleting them?If you delete either a salesperson or a user, does this cause issues in data they might be tied to?
Has anyone tried to auto-fax out of Acumatica for older style vendors or customers? Any info would be appreciated. Thank you.
\Clock Entry Screen with ErrorI have an employee who clocked in and somehow the system clocked him in over 45 days ago. Now...we cannot clock out and get an error message saying that the value is too lage (probably) for an Int32 field. Normally we would clock the employee out and fix the clock entries on the Approve Clock Entries screen. Any suggestions? We’ve had to create a temporary employee for this employee to use while we figure this out.
We have a customer using the service package in Acumatica. They want to bring in service history to allow users to view what service has previously been performed for a customer or piece of equipment, even if the service happened prior to starting in Acumatica.What process would you recommend to add the service history in Acumatica?
when windows 11 updated, the outlook plugin is no longer visible. Tried to reinstall and still nothing.
Hi Anyone know how to add in new posting class ? this is current what we using but i need to create new account for a new product line so we need to create a new posting class Not sure who can share with me ? thank you
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