Does Acumatica or any partner have documented best practices for managing the publishing of customizations that can be shared with me? I am looking for a customer facing document to explain the need for discipline and coordination where customizations are created by multiple sources. Edit, I did find this blog post https://www.augforums.com/publishing-an-acumatica-customization-project/. However, may main point is that I need to reinforce rule #2.
Does anyone know of an import scenario of API integration to convert approved Expensify expense claims into AP Bills in Acumatica?
Does anyone have experience integrating Acumatica to warehouse high density storage systems? A customer of ours has Acumatica with distribution and warehouse management. They have just ordered a Kardex VLM (Vertical Lift Module). They used to be called vertical carousels.I am presuming that, because each VLM could require a separate pick list, that they would need to be configured as warehouses. Could they, instead, be treated as locations?What else do we need to consider?
In situations where a service company performs a repair on a Service Order / Appointment, then realizes that the invoice should be sent to a party such as an insurance company, how might they process an appropriate invoice?There may be different 3rd parties for a customer, so parent/child companies won’t work Copying the service order to a new one for the insurance company looses appointment log information, signatures, attachments, etc. Creating service orders and appointments with may detail lines and log lines is tedious and error-proneWhat other work-arounds might be simpler?
A service organization with set work teams will have the same team members on all of the team’s appointments. On the calendar board, there will be one row (or column, depending on display setting) for each team member. Most of these rows will be redundant. Is there any way to eliminate or hide redundant calendar board rows? Could the rows be limited to the employee selected as the primary driver on the staff tab, perhaps?
A company holds customer consignment inventory. The printing, applying and scanning of internal lot numbers to enforce FIFO or FEFO requires too much extra effort.Does anyone have some special trick to know which location of the same item holds older inventory without turning on lot trace?
Has anyone found an elegant way to create shift schedules for organizations with rotating shifts? We are trying to configure a system for an organization with multiple branch locations. There may be a few basic shift patterns (e.g. two weeks on day shift, then 1 week on night shift). They want a simpler way to have employees’ scheduled available hours on the calendar boards to change according to their weekly shift.
Does anyone have experience connecting signature capture pads (Wacom, Topaz, or similar) to workstations and attaching the signatures to Acumatica transactions? I’ve been asked about collecting signatures from drivers picking up shipments. The drivers will be physically present to pick up the load.
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