Looking for help in modifying standard Acumatica forms such as the sales order and sales invoice to include all of the product configurator results data. For those using the product configurator, have you modified your forms? There are instructions on Acumatica Help for adding the data, along with a pdf copy of what it should look like, we would like help in doing this for our client.Please reach out if you would be able to assist. Thanks
Wondering if anyone else encountered the error “Data is absent” during the Sales Order Line upload function? 2022R2The client provided an excel workbook, and I added an upload tab as the first tab in the workbook for the upload data.If I copy that upload data to an empty new workbook, it will upload, so I know my data is clean.What settings on the excel workbook might be causing this error? I have verified that the sheet and workbook is not protected. What else could it be? Any idea would be appreciated. We have not seen this error before.
Looking for advice -I have a client using AP bills approvals and 3 levels of approval. See my levels below. As shown, Bills <$10k, do not route correctly (for both Marketing and Events. The Originator step processes correctly, the Vendor step processes correctly, but then it returns to the Originator again. Is there another way I should setting this up? Any help would be appreciated!
Just looking for confirmation and clarification for my client. 1. WIP? I am looking for confirmation that once the ISSUE of components happens, the component is removed from the ON Hand Qty of the Component. And that there is NOT a step to verify the count of materials on WIP?So my client would count only the components NOT issued to production orders. 2.Shipments? -They WOULD count Finished Goods on shipments, that have NOT left the building, correct. They Update IN - has not been done, so these should still be ON HAND correct? Thanks - the documentation in Acumatica for the Physical count isn’t clear on these topics.
Is there functionality on the Customer Portal that allows the Customer to upload sales order lines to the cart, similar to the sales order upload process?This client’s customers will have sales orders with 100plus lines and would like to allow for an import since the customer uses excel to buildout the order on their end.Wondering if anyone has encountered this as well?
We have a client that only has Non-stock Items. They have assigned a non-stock item to a vendor. However when creating a normal PO, and using the “ADD ITEMS” button on the grid, nothing shows up.This ADD ITEMS button works with inventory items for another client, and narrows the selection to only the items assigned to the vendor. Why doesn’t it work for non-stock? Am I missing something in the setup?
Has anyone had success in putting the clock entry as a side panel on the work center dispatch generic inquiry? My client wants to use it and have the ability to pick an employee from the lookup on the clock entry, but it seems to only work if you use the CURRENT USER button.Any ideas would be appreciated
Client is using the clock entry to record labor on production orders. The calendar has specific break times noted. It appears that the employee has to clock out for breaks. What is the point of setting up these break times if they are not taken into account in clock entry? This just adds another set of clock in and clock out for the employee. Am I missing a setting? What are the break times used for? Seems just informational on the calendar. (client is not using MFG - APS Module) Any advice?
My client is setting up the self-service portal for their customers 2022R2. The users are not able to print or use the hyperlink to review the invoices. I found this red note in the documentation. Is this still an issue? Is there a workaround? The point of the portal is so the customer can access their own documents. Will this be fixed?
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