Hello, in this screenshot, how can I either delete these records or mark them as sent? That’s question #1. Question #2 is why are they there in the first place? We are emailing these, I can look at the Activities tab on the customer and see that it was sent. I do have “send user emails immediately” checked in Email Preferences. Is that causing it?Thanks.
Is it possible to change the default Start Date for IN.407000 Inventory Lot/Serial History? And if so, how? I would like the default date to be 1/1/23 rather than 1/1/24. TIA
Hi, we have a few serialized products. When I generate a PI and print Physical Count Sheets, it wants to print 20 pages for one item because it has each serial number on a separate line. I would like to just count by Stock Item Number and assume all the serial numbers are correct. For example, instead of seeing 50 lines for #ABC123 with each line having a unique serial number, I’d like to see 1 line that says #ABC001 book qty 50, and an empty box for me to count the #ABC001 and say we have 50. Any ideas?
There’s a checkbox on the Shipping tab when processing a SO Shipment that says “skip address verification.” I would like this to be checked by default. Other than custom programming, does anyone know a way to set that?We are using Easypost as the carrier, in case that’s relevant.
I have a pivot table with item numbers for rows and financial periods for columns. I want to filter the item numbers.I have items number that are 3 letters, a hyphen, then 5 integers. Example: VIP-69075And I have item numbers that are 2 letters, a hyphen, then 4 integers. Example VI-3501I want a filter that will show me all the items with digits beginning “3” but only the 2-letter ones. I can ask for Starts With VI-3 and I can ask for Contains -3 but neither shows me exactly what I’m looking for, which would be Starts With __-3, but that doesn’t yield any results for me. (I need to indicate a wild card of precisely 2 characters.) Is there a way to do this?
We want to use the shipping label that has an extra removable tab at the top. Fedex wants to see"label_size": "4X6.75_TRAILING_DOC_TAB"We are using the Easypost API and it doesn’t support this size, the closest is regular 4x6. Easypost supports it but the API doesn’t. Has anyone managed to use this label size with any of the carrier integrations?
I recently became multi-tenant. Until now, I was using this odata url with an excel macro and it worked fine:company.acumatica.com/odata/Inquiry TitleI’ve since triedcompany.acumatica.com/odata/tenant/Inquiry Title -- trying both Tenant Name and Tenant Login Name.company.acumatica.com/odatav4/tenant/Inquiry Title -- with both Tenant Name and Tenant Login Name. They all return either invalid url or authentication failed. I have odata access checked off on the GI and odata permission on the user. This worked until we add a test tenant. Any ideas?
When I enter a PO for a vendor and add a detail line for a stock item, the cost for that item is brought in from somewhere. I thought it was from Vendor Inventory, but if I go there and select an item and click the Price/Cost tab, it will allow me to edit and save Last Cost but when I create a new PO that price change is not reflected. Where is a PO taking its default costs from, and how can I change it? Thanks.
We have a Dollar account and a Euro account. We do a Bank Transfer from Dollar to Euro, enter the conversion rate, and everything works as it should. Except our Euro bank charges $5 and we send it in the same transaction. So if we want $1,000 worth of Euros, we actually transfer $1,005. We tried adding a $5 detail line on the Bank Transfer but it still shows up as a separate transaction. It would be silly to create a clearing account just to add these two amounts together, so we just deal with 2 debits in Acumatica Banking and 1 debit in Online Banking. Does anyone have a solution? (We don’t particularly want to modify the exchange rate to allow for the $5 either, although I know it’s another workaround.)
I have marked Inventory / Inquiries / Inventory Summary for inclusion in my favorites, but on my favorites page I would like it to say Item Allocation instead of Inventory Summary. I don’t want it to change for the other users.It seems like a good solution would be to copy this to a new GI with a new name, but I don’t know how to do that. I have admin rights. I see screen ID CST.IN.40.10.00 but I don’t see a way to edit or copy that. I can’t find this screen under Generic Inquiries. I’ve read here that it needs to be done with a Customization but is there a simple way to do that?Thanks.
Hello, we have a service ticket system that runs on a MS SQL server. This system needs to see our part numbers and prices.Our old Sage 300 ERP also ran on the MS SQL server, so it was easy to see the data. We would like this same functionality with our new Acumatica system.I considered looking into an automated export to Excel, and I guess this would be fine. We don’t update prices often, but there will still be a case where we update a price and 5 minutes later the service ticket asks for it. Does anyone have a suggestion for this?
We use the EasyPost API to ship Fedex. This provides a Tracking URL but I’m not able to copy it so as to paste it into an email to a customer. I tried right-click, I tried to select it and Copy-C, nothing seems to work. I am using Chrome.Please see attached screenshot. I can click on it myself, which is useful, but I can’t give the link to anyone else.
I expect this is a coding job for our VAR, but is there an efficient way to update the Shipping Terms on a sales order per selection of the Ship Via? We charge the customer a different percentage of our shipping cost depending on the shipping method. In an ideal world (for us) the Break Amount field in Shipping Terms would be a Ship Via field instead. Ideas? TIA,Nathan in NJ USA
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