Has anyone found a way to allow customers to schedule their own service tickets (or request for work) inside of Acumatica? I know they can create CRM cases and those cases can be used to create appointments. My client is specifically looking for a way to allow customers to select a day and a time for a technician to perform work. Those days/times are based upon open availability of technicians.
I recently upgraded my Microsoft Outlook to 1.2023.807.100 (Production) and client version 20230804005.15. Now I have lost all functionality of the Acumatica integration with Outlook. Is everyone else having the same problem?
Does anyone know how to print SOs with the status of shipping or backordered? ACU seems to lock it down when the SO is in these two statuses.
My client needs the ability to have multiple shipment open on a sales order simultaneously. The create shipments to tell the warehouse to prepare configuration of the shipping items, prepares a pro-forma invoice, and creates a shipment to send to US Customs.What have others done for their clients to achieve this or this type of need, workflow customizations?
How are your clients handling the scenario where one contact needs access to multiple business accounts/companies? I know one way is via the parent child relationships but not all of my clients situations can be resolved in this manner. Is there anyway to handle multiple business accounts without creating a user for each separate account?
My client, like many, nowadays faces supply issues. Often items on the sales orders are backordered. Currently Acumatica functionality requires prepayment to be made before the order can move to the open status. Once a partial shipment has been made the order is placed back into “Awaiting Payment”. How do other Acumatica clients get their SOs in a backorder status without taking a prepayment or capturing a payment for weeks or months until the product comes in?
I have a client who is attempting to import open POs and open Appointments/Service Orders. Is there a way to create a PO who’s lines are linked to demand (mark for po)from specific appointments? Currently if the appointment demands items be purchased the po will be linked to the appt. Can I do that retroactively? Can I import an appt. which has line items marked for PO, then import a PO with those requested items and link them together?
I am wondering if anyone has had any luck increasing the decimal length higher than 6 (Acumatic's OOB limit)?
Has anyone had experience connecting Google Charts into Acumatica, specifically as a dashboard tile?
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