Where am I going wrong ?Attached is my simple 2 field Import Scenario: ContactID and OwnerID (ie. EmployeeID). Process used: Data Providers → Import Contacts from ExcelAttach Input File (attached) Reload Parameters Schema Fill Schema Objects Activate Fill Schema Fields Toggle Acitvation (To Clear All) Manually set ContactID and OwnerID (Only) Import Scenario → Import Contacts from ExcelI get this error Any help would be greatly appreciated.Thank you
How do I search Inventory ID from Sales Order line to find data contained in respective Item(s) LONG Description and/or Item ID Attribute ?
We enter Quote Lines the move them to a different Sort Order. We desire to print our Quotes in Line Sort Order, not Line Order. When reviewing Line sort options in ScreenId=SO641010 I noticed only Line Number Ascending or Descending, not Line Sort Order. Is there a way to Print a Quote to be the same as the Entry screen appears after changing the Line Sort ?
Our current process is to create a Lead complete with New Contact and Business Name.We desire to default Lead Owner to Operator entering the Lead as well default respective New Business Account and Contact Owner from Lead Owner.Is there a way to setup Acumatica to accomplish this ?I have both entered Leads manually and from Import Scenario, setting Owner manually, converting to Business Account and Contact without the Owner copying over.
Lead Class does not appear on Marketing --> Lead entry screen. How do I expose that field ?We desire to 1. Make it enterable 2. Make it mandatory
I had stumbled upon an Inquiry screen that allowed me to Preview and Export to Excel ALL InventoryItems and their respective field values including Attributes. I am struggling to find that Inquiry. The output Excel filename began with Preview - InventoryItem Inventory Item then the export date.Looking for help finding such a standard Acumatica Inquiry screen.Thank you,-Don Green
Is there an Authorization.net Credit Card integration with Acumatica ?
Short time listener… First time Caller…Going Live 3-31-23 with VERY SIMPLE business requirements.Import Scenario: Leads is our ONLY data conversion.Getting Provider object 'Template' is not found. error.Any suggestions ?
We JUST started implementing Acumatica and have 3 similar companies operating under separate EIN requiring separate P&L, Tax returns, etc.Interested to know if ANY options exist other than separate Tennants/Companies and if there is a viable solution to have a single Tennant/Company with separate divisions.Any suggestions are greatly appreciated.
Hello community. Very new to Acumatica. Kickoff for us is next week but wanted to get on to the Community as soon as I was given access.Was a long time Distribution user of Infor Sx Enterprise (formerly Trend for those familiar and old-as-dirt like me) and was very active in their intendent user community.I now work for US Generator a new Contracting company that is all about selling, installing and servicing Generators of all shapes and sizes…. residential, commercial, industrial.Glad to be part of the Acumatica community and excited to get started with our implementation.
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