We have multiple dashboards that are marked ‘Expose to Mobile Application’ on the Dashboards setup screen (SM208600). All are visible on UI under the Data Views workspace. On mobile, these dashboards show under the Dashboards workspace - not Data Views. I’m not sure why. When clicking into them on mobile, we get the below error page. Any ideas on what is causing this or how to resolve? We do not have custom mobile workspaces/mobile customizations. I reset to default mobile workspaces as well to see if that helps, and it did not.
Hello! I’m trying to configure a business event that will look at a customer’s monthly sales vs last months sales and generate a task for a sales rep to follow up on. I am running into issues because my GI uses a formula to note the accounts with declining sales and there’s a grouping by account (GI looks at invoices and is summing by account). Both formulas and groupings are on the list of things to avoid when building a business event. Anyone have any ideas on how to look at this type of data and trigger the business event that will actually work? Thanks!
Can we have a “Business Account” that is not a customer or a vendor? We have a need to have in Acumatica persons and companies related to our business but that are not customers or vendors. “Regulators” are an example. Other examples are trade associations. Can these types of person and companies be “Business Contacts” but not customers or vendors?
I’ve replicated this in client sandboxes and the sales demo data (no customizations published) in multiple builds for 2022 R2. Does anyone know if this is a known issue? If so, which build is this expected to be fixed in?
I was able to mass expire sales prices, but I updated them to the incorrect expiration date. Below is my current import that only works when the expiration date is null. I need it to update the specific record IDs that have the incorrect expiration date with the correct expiration date. Any ideas?
I’ve found that the non-stock kits default in a qty 0 shipped qty on the shipment. The allocation of the kit items do not occur until the shipped qty is manually updated. At that point, the items display on the pick list. Does anyone know why normal items bring over the shipped qty from the order while non-stock kits require inputting in a qty before the kit components allocate and show on the pick list? In order for the components to display, this flow is requiring users to manually updated the shipped qty on the non-stock kit item to get the components to allocate and display on the pick list.
Anyone run into the package count column on the Shipments grid not displaying the package count from the field in the Shipment header? Client reported the issue, and it appears to also be an issue in my local demo system. Field is SOShipment PackageCount on GI grid and is located in the header of the Shipment screen. See screenshot from demo system. 207 shown on the shipment. None show in the packages column in the shipments grid. Thanks!
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