Hello Community, We want to setup some reminder email to customer when AR invoice due date passed 10 days. Can anyone guide me how to achieve this? Or Have anyone setup similar kind of business event? Regards,Jewel ParvezLead ERP ConsultantAlliant Rigserv LLC
Hello, I need to know when users are sending email from Acuamtica, Is it possible to configure something that recipient will see their business email in stead of common system email? Regards,Jewel ParvezLead SCM Consultant Alliant Rigserv LLC
Hello Acumatica Community, Can you help me on the following two queries,When Lead/Business Account/Opportunity is assigned to a workgroup need to generate a email to workgroup member. How can i configure this? Our Marketing team using Map.acumatica.com portal for creating contacts, Is that portal has any connection with Acumatica CRM application, or they need to manually create a contact in both places separately?Regards,Jewel ParvezLead ERP Consultant Alliant Rigserv LLC
Dear Community, I cannot convert a sales quote to a Sales order. The convert option is grayed out. Sales Quote Status is approved Business account is extended as Customer Am i missing any steps?
Hello Community.For some of the business event , we created notification template with Email to notify the users regarding pending approval. But when this event triggers it generates same email twice and user receive 2 email for same object.
Hi Community, Is there any way to create an advance invoice ( AR Side) and offset it with the final invoice in acumatica?? I have checked in the Payment and Application Prepayment functionality. But when the amount is large for receiving any payment from customer they usually ask for advance invoice. Regards,Jewel ParvezLead ERP Consultant Allaint Rigserv LLC
Hello Community, We are getting the following subaccount related error in Acumatica Demo intance. Can anyone check and help Regards,Jewel
Hello Community, Is there any standard integration exist between power BI and Acumatica ??If yes, can anyone share the setup guide Regards,Jewel
Hi Team Acumatica,We have recently implemented acumatica. For employee salary processing is there any integration available for acumatica with Wise/Payoneer/Veem platform?? Best Regards,Jewel
Hello Community, In the CRM demo i have seen, Outlook can be integrated with Acumatica ERP from Lead generation. Can anyone tell me how to do it, is there any user guide document for this setup? Thanks Jewel
Dear Acumatica Community , Is there any possibility to make the accounting transaction with different strings, like SBU, Departments etc? If yes, where is this settings For Example, When i am booking the invoices i want to see the SBU and Department along with the GL.
Hi Acumatica Community,At the time of customer creation , Customer ID is a mandatory field. Is there any settings to make this field system generated? I have got this requirement from user, they dont want to manually enter customer id, rather it should be a system generated chronological ID.
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